Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
LANV $4.0 will report 3Q on Tuesday. Keep an eye on this one. MMs bent on getting more shares. Great opportunity to get in around $4
Record 3Q per strong guidance. Will leave Q/Q and YTD in the dust. Target: $6+
Only 3.4 million float
$80c/share cash
Streamline Health (formerly LanVision; Nasdaq: LANV) will report 3Q 2005 earnings any day now. I expect an immediate jump to $5 plus after 3Q results are announced just like it did the previous quarter. LANV is explosive due to its small float of only 3.8M shares.
3Q results are expected to be a huge improvement over the comparable 2004 quarter both in revenues and net income. The 9-month results will exceed 9-month 2004 results by at least 15% revenue-wise and more than 300% higher net income.
During the CC announcing a strong 2Q, LANV's CEO mentioned that 3Q and 4Q 2005 revenues will approach or exceed $5M/quarter. With the current cost structure this will yield about 6c/share net income.
Compare the $5M expected 3Q revenue with the $2.6M reported in 3Q 2004. The 6c/share expected in 3Q 2005 will beat the 4c/share loss reported in 3Q 2004 by a mile.
I expect market reaction to be swift. We might see new 52-week highs after the 3Q earnings announcement is made.
LANV is a fast growing profitable software company in the fast growing healthcare software sector.
LANV provides workflow and document management software tools, applications primarily to heathcare providers large and small.
By 2014, President Bush wants all patient medicial records to be paperless. You've probably have noticed that trend already If you've been at a hospital lately. Even with the progress made so far, only about 10% of hospital systems have adopted the latest technology such as the technology offered by LANV.
In 2Q earnings relase, LANV CEO Mr. Brian Patsy said , "Our sales pipeline is very strong and continues to grow as the healthcare market looks for ways to streamline inefficient business processes to lower expense and improve patient care."
Mr. Patsy concluded, "For the first half of our fiscal year, we are approximately 4 percent ahead of our business plan for anticipated revenue growth, and over $1 million ahead of plan for operating profitability. We believe that we are on course to achieve continuing improved operating results in the final six months of the current fiscal year, and we continue to feel comfortable with our guidance regarding approximately 25 percent revenue growth for the entire year."
Institutional investor Oberweiss recently purchased 300,000 shares and paid almost $5 for their shares.
MORE ON LANV:
LANV is a healthcare information technology company focused on digitally streamlining healthcare by providing solutions that improve information flows to optimize costs and reduce patient-related errors . The Company's workflow and document management solutions bridge the gap between current, inefficient paper-based processes and transaction-based healthcare information systems by 1) electronically capturing document-centric information from disparate sources, 2) electronically directing that information through vital business processes, and 3) providing access to the information for authenticated users (such as physicians, nurses, administrative and financial personnel and payers) across the continuum of care.
LANV provides ASPeN, ASP-based remote hosting services to The University Hospital, a member of The Health Alliance of Greater Cincinnati, M. D. Anderson Cancer Center and Children's Medical Center of Columbus, Ohio among others. In addition, LanVision has installed its workflow and document management solutions at leading healthcare providers including Stanford Hospital and Clinics, the Albert Einstein Healthcare Network, Parkview Health System, ProMedica Health System, Inc., the University of Pittsburgh Medical Center, Medical University Hospital Authority of South Carolina, and Memorial Sloan-Kettering Cancer Center.
Do your DD
LANV $3.95 ..EXPECTED BOUNCE IS UNDERWAY.
LANV $3.8..FANTASTIC ENTRY POINT..STRONG 3Q COMING UP
MMs are looking for stop losses and found a couple today on low volume. This gives a great entry opportunity to the savvy investor. LANV will report record 3Q earnings report any day now.
Streamline Health (formerly LanVision; Nasdaq: LANV) is a growing software company providing workflow and document management tools, applications and services primarily to the healthcare industry.
LANV can make significant one-day moves since there are only 3.8M shares on the float. MMs have been loading up recently for the inevitable earnings rally. LANV usually gains over 50% when strong earnings are announced.
3Q 2005 will be particularly strong because of the many contracts won by LANV recently. 3Q 2005 will pulverize 3Q2004 numbers.
During the CC announcing a strong 2Q, LANV's CEO mentioned that 3Q and 4Q 2005 revenues will approach or exceed $5M/quarter. With the current cost structure this will yield about 6c/share net income.
Compare the $5M expected 3Q revenue with the $2.6M reported in 3Q 2004. The 6c/share expected in 3Q 2005 will beat the 4c/share loss reported in 3Q 2004 by a mile.
LANV is not expected to pay taxes for several quarters to come due to an accumulated loss carry-forward of over $20M. The company has made prudent increases in R&D and sales/marketing expenses to maintain technical leadership and fuel growth. LANV has almost $5 in cash and its LT debt amounts to aboy $40M/month
Institutional investors Oberweiss recently purchased 300,000 shares and paid almost $5 for their shares.
MORE ON LANV:
LANV is a healthcare information technology company focused on digitally streamlining healthcare by providing solutions that improve information flows to optimize costs and reduce patient-related errors . The Company's workflow and document management solutions bridge the gap between current, inefficient paper-based processes and transaction-based healthcare information systems by 1) electronically capturing document-centric information from disparate sources, 2) electronically directing that information through vital business processes, and 3) providing access to the information for authenticated users (such as physicians, nurses, administrative and financial personnel and payers) across the continuum of care.
LANV provides ASPeN, ASP-based remote hosting services to The University Hospital, a member of The Health Alliance of Greater Cincinnati, M. D. Anderson Cancer Center and Children's Medical Center of Columbus, Ohio among others. In addition, LanVision has installed its workflow and document management solutions at leading healthcare providers including Stanford Hospital and Clinics, the Albert Einstein Healthcare Network, Parkview Health System, ProMedica Health System, Inc., the University of Pittsburgh Medical Center, Medical University Hospital Authority of South Carolina, and Memorial Sloan-Kettering Cancer Center.
DWCH $3.95...UP SHARPLY AHEAD OF EARNINGS ON 11/17
Datawatch Corp. (Nasdaq: DWCH) has been moving up sharply in the last two days in anticipation of a strong earnings report on November 17.
http://stockcharts.com/gallery/?dwch
DWCH is a profitable low-float (2.4M float), 4.5M cash, no debt, software company that provides Sarbanes Oxley and other hot software solutions.
DWCH has a history of running big into earnings and has gapped a buck or more in the past after earnings.
Analysts expect 6c/share net income vs 5c/share last year. Last quarter Datawatch reached $5.48 up from $3.88 after 3Q 2005 earnings were announced on July 25.
Datawatch develops a full suite of software products widely used in the Accounting, Compliance (Sarbanes_Oxley), Goverment, and Healthcare industries. For instance Datawatch Monark software helps automate financial reporting by combining and mining totally separate databases to produce seamless reports. This software is widely used in Sarbanes-Oxley compliance reporting and is one of the fatest growing revenue streams for datawatch.
Datawatch software ranges from desk-top solutions to enterprise-wide portals which fit into an organization's existing IT environment. Without the need for any hardware or programming resources, Datawatch's products enable managers to transform data from any system into meaningful information.
Datawatch recently introduced Monarch Data Pump Version 8 or MDP8. MDP8 is a server-based information delivery and data ETL solution which automatically imports, transforms and delivers customized data mined from report files, databases, spreadsheets, ODBC data sources, HTML files and now PDF files, and includes the ability to export and deliver the data in multiple formats, including natively as a PDF file.
Other Datwatch products include Datawatch Enteprise solutions, VisuaQSM, Visual ASP, VorteXML, etc. Datawatch products are used in more than 20,000 companies, institutions and government agencies worldwide
AQlways do your DD
DWCH $3.88 Up and Up Ahead of Earnings on November 17.
Radar this one because it is on an accelerated growth mode. Also remember that DWCH has $1.2/share cash no long term debt and only 1.8M shares on the float
EXXA $2.2 is moving up ahead of (potentially) MONSTER earnings
EXX-A is a profitable low floater with only 4.7M shares on the float. With a market cap of only $25M, it generates revenues of about $150M/year.
In May and June of 2005 EXX-A announced 2 huge multi-year contracts with DaimlerChrysler (DCX) valued a combined $50M/year to manufacture powertrains.
EXX-A has astarted manufacturing DaimlerChrysler parts towards at the end of 2Q and should make a huge contribution to revenues and net income in 3Q and Beyond.
EXX/A chart is looking better and better each day showing steady accumulation over the last two months.
http://stockcharts.com/gallery/?exx/a
*****This is from the 10Q....:
" ..On May 9, 2005, EXX reported that one of the subsidiaries of Newcor received purchase orders from DaimlerChrysler Corporation (DCX) to machine axles for two current powertrain programs. The anticipated sales would approximate a 20% increase over EXX's current sales and profitability on an annual basis. Production under the contracts began in the second quarter of 2005 and is expected to build up to full production levels in the fourth quarter of 2005.
On June 17, 2005, EXX reported that a second subsidiary of Newcor had been awarded a machining program for a DCX Powertrain. The annual sales of this program are estimated at approximately 10% of EXX's 2004 annual sales. Full production under the program is planned to begin in the third quarter of 2005..."
DaimlerChrysler is now EXX-A's largest customer. DaimlerChrysler's contracts will represent about 30 % of the total projected $160M - $180M/year EXX-A's revenues in 2005/2006. EXX-A's market cap in contrast is only $24 million!
Having loyal/dependable DaimlerChrysler at the cornerstone of its customer base is a major milestone for fast-growing EXX-A. DCX has strict criteria in terms of timelines, quality, and dependability for all its critical-component suppliers.
MORE EXX-A HIGHLIGHTS:
* LOW FLOAT = 4.7 MILLION SHARES
* 2004 REVENUES = $143 MILLION
* 2004 NET INCOME = $1.5 MILLION
* O/S SHARES = 11.3 MILLION
* MARKET CAP = $24MILLION
* INSIDERS OWN 54% OF COMPANY.
* Long Term Debt HAS BEEN CUT IN HALF IN 4 QUARTERS TO LITTLE OVER $20M.
* SHAREHOLDERS' EQUITY IS A HEALTHY $1.8/SHARE
MORE ON NEWCOR:
Two Newcor divisions were awarded the May and June 2005 DaimlerChrysler Contracts. Newcor was founded in 1933 as National Electric Welding Machines Company and changed its name to Newcor in 1969. On January 31, 2003 the company was purchased by Exx Inc. (AMEX: EXX-A...EXX.A.... EXX/A in Scottrade's order entry form).
Newcor, Inc., owns several divisions employing over 1000 people worldwide in all areas of design, engineering, and manufacturing of a variety of products, principally for the automotive, heavy-duty, agricultural, industrial, and defense markets.
Newcor reports its businesses under two product segments: Precision Machined Products and Rubber and Plastic Products. Newcor also operates the Bay City Division, which designs and builds state-of-art welding and forming equipment.
Always do your DD
SIMC $4.5 Up 28c BROKE $4.3 Resistance.
http://stockcharts.com/gallery/?simc
Simclar, Inc. (Nasdaq: SIMC) is a consistently profitable global contract manufacturer of electronic and electro-mechanical products.
Regarding 3Q 2005 and 4Q 2005, SIMC's Chairman Russell said on the 2Q 2005 release:
.."....The outlook for the company as a whole is good for the second half of 2005, and we expect sales and profitability to increase over the first half of the year."
Unlike other low-float microcaps, SIMC does not depend on one industry or ane big customer. SIMC has over a dozen plants and hundreds of customers worldwide. SIMC operates manufacturing plants in China, Mexico, Scottland, and six plants in the United States.
SIMCs geographical/product/customer diversification lowers the risk considerably. That is a big reason why SIMC is consistently profitable and has been profitable in 9 out of the last 10 years. Not many companies can make that claim.
+++++SIMC INVESTMENT HIGHLIGHTS:
* 1.8 Million Shares in Float
* Profitable in 9 of 10 years (2001 was the exception)
* 2004 most profitable year - EPS=$0.36
* Revenues of over $50million/year
* Added two new plants early this year
* 48% Revenue Growth. From $36M in 2003
* Market Cap only $24 million
* P/E = 15
* P/S = 0.45
* Insiders own 75% of the company.
REGARDING 3Q AND BEYOND:
SIMC Chairman Sam Russell commented upon the release of 2Q 2005 financial results on August 12:
"It is disappointing to report a decrease in sales in the quarter compared to the same period in 2004; however, this is caused by two of our plants in particular. One of these plants generated significant sales in the second quarter of last year due to above average demand from two of its customers. Unfortunately, there has been no such similar demand in the current year, with the result that sales for that plant have decreased by $707,000 (53%) in the second quarter of 2005.
"We... are pleased to note that this plant has now returned to profit and we expect it to remain profitable throughout the third quarter..."
..."The other plant in question has experienced a general decrease in business levels in the quarter, with the result that its sales are down by $808,000 (29%) in the second quarter of 2005. I'm pleased to say that, since the end of the second quarter, that plant has been successful in winning a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years..."
...."The sales reductions at these plants decreased our profitability in the quarter..."
Based on the CEO's bullish comments about the 2nd half of 2005, SIMC may surprise the street with a record 3rd quarter next week causing another April-like explosion. Don't be surprised if the company reports 10c/share + net income. Why?
- The two plants that lost money and caused the 3c/share net income aberration in 2Q are and will be profitable in 3Q and at least 4Q.
- The company only recognized revenues for 2 months for its new plant acquired in 2Q 2005(SNA). One month of revenue from that plant amounts to half a million $$ and will show up in 3Q results.
- The new state of the art Matamoros plant started up in 1Q 2005 is gaining traction and will bring lots of revenue and net income.
- SIMC has invested considerable resources in the China plant/region this year. CEO expects huge growth in the region now and in the future.
ALWAYS DO YOUR DD BEFORE YOU INVEST.
Mandjb. That's my Siberian humor. I am currently in Kazakstan, and that's the way we communicate here. Sorry if I offended anyone.
Salud!!!
Don't be surprised if SIMC earns 30c/share and more the second half of 2005. Furthermore, with the major expansion going on in China and the Mexico plant getting traction, SIMC might very well become the BOOM of 2006 and beyond. SIMC reminds me of BOOM, HURC, DXPE, and other small caps that had difficulty staying above $5, but once they did, they never looked back.
You don't have to buy SIMC, but I see that you are bent in focusing on the negative and not very willing to open your mind to consider potential positive initiatives that the company is implementing. On the other hand, I really would not expect you to embrace SIMC since your DD on the company is very superficial.
Keep an eye on my Tuesday pick. You might like better than SIMC...:)
BTW, I HAVE A GREAT PICK FOR YOU GUYS ON TUESDAY....
I have to load up on Monday first...:)
Good luck to all next week.
UPDATED DD on SIMC FOR THOSE INTERESTED IN THIS STOCK......
Investors following SIMC have been accumulating for 3Q earnings results that more than likely will exceed expectations.
http://stockcharts.com/gallery/?simc
Simclar, Inc. (Nasdaq: SIMC) is a consistently profitable global contract manufacturer of electronic and electro-mechanical products.
Although SIMC reported a profit in 2Q 2005, it was lower than expectations. The company has corrected the reasons that lead to that sub-par performance, and expects strong performance in the second half of 2005.
Regarding 3Q 2005 and 4Q 2005, SIMC's Chairman Russell said on the 2Q 2005 release:
.."Although the second quarter results were disappointing, we continued to expand our customer base and product offerings. The outlook for the company as a whole is good for the second half of 2005, and we expect sales and profitability to increase over the first half of the year."
Unlike other low-float microcaps, SIMC does not depend on one industry or ane big customer. SIMC has over a dozen plants and hundreds of customers worldwide. SIMC operates manufacturing plants in China, Mexico, Scottland, and six plants in the United States. SIMC has invested considerable resources in the China plant/region this year. CEO expects huge growth in the region now and in the future.
SIMCs geographical/product/customer diversification lowers the risk considerably. That is a big reason why SIMC is consistently profitable and has been profitable in 9 out of the last 10 years. Not many companies can claim that.
+++++SIMC INVESTMENT HIGHLIGHTS:
* 1.8 Million Shares in Float
* Profitable in 9 of 10 years (2001 was the exception)
* 2004 most profitable year - EPS=$0.36
* Revenues of over $50million/year
* Added two new plants early this year
* 48% Revenue Growth. From $36M in 2003
* Market Cap only $24 million
* P/E = 15
* P/S = 0.45
* Insiders own 75% of the company.
REGARDING 3Q AND BEYOND:
SIMC Chairman Sam Russell commented upon the release of 2Q 2005 financial results on August 12:
"It is disappointing to report a decrease in sales in the quarter compared to the same period in 2004; however, this is caused by two of our plants in particular. One of these plants generated significant sales in the second quarter of last year due to above average demand from two of its customers. Unfortunately, there has been no such similar demand in the current year, with the result that sales for that plant have decreased by $707,000 (53%) in the second quarter of 2005.
"We... are pleased to note that this plant has now returned to profit and we expect it to remain profitable throughout the third quarter..."
..."The other plant in question has experienced a general decrease in business levels in the quarter, with the result that its sales are down by $808,000 (29%) in the second quarter of 2005. I'm pleased to say that, since the end of the second quarter, that plant has been successful in winning a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years..."
...."The sales reductions at these plants decreased our profitability in the quarter..."
In other words, the two plants responsible for the drop to 3c/share net income in 2Q 2005, returned to profitability early in 3Q.
More importantly, the second plant mentioned in the report won "a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years.."
Yes, SIMC does not seem to trade much. That is because no one wants to sell their shares. However, last April SIMC traded over 10M shares in a week after it released 4Q 2004 earnings.
DO YOUR DD
KiK. Congrats on SIMC the last time. Since you asked, I am doing OK with my investments...thank you. I hope you bought SVL the other day when I recommended at $1.35. In a couple of days it went to $1.9. I sold my 30K at an average $1.86. Than can make me forget of a few GIGAs.
There are many ripe low-hanging fruits in this market at any given time. Any loss can be recovered almost immediately if you have a few of those in the radar screen, and are not afraid to pull the trigger at the right time.
BTW, you have not responded to my question about finding for me company leaders earnings less than SIMC's leaders. Don't waste your time....you won't.
Good luck.
KnowledgeisKing. Re: SIMC... Good luck shorting it. You'll need it.
I can tell that your DD is very superficial. You might miss an opportunity or two with that approach.
The 10K shares the CEO sold are nothing compared to the 4.5M insiders own (75% of the O/S). SIMC's Pres has volountarily cut his salary from $170K to 130K and has the difference paid to him in stock options to increase the bottom line. That is how passionate and frugal these people are about being consistently profitable. Tell me of a CEO of a growing profitable public company (profitable 118 of the last 120 quarters) that has a lower salary than SIMC's CEO.
SIMC $4.2 MOVING UP AHEAD OF STRONG EARNINGS. Competitor SANM reported strong results yeasterday AH and it is UP significantly today. SIMC's earnings will be reported next week......Target: Potential $7+
SIMC (1.8M share float) is explosive around earnings time. Take a look at the weekly chart (bottom chart) to see the big spikes every quarter. 3Q financial results from SIMC are likely to be very strong as discussed in more detail later in this post.
http://stockcharts.com/gallery/?simc
+++++SIMC INVESTMENT HIGHLIGHTS:
* 1.8 Million Shares in Float
* Profitable in 9 of 10 years (2001 was the exception)
* 2004 most profitable year - EPS=$0.36
* Revenues of over $50million/year
* Added two new plants early this year
* 48% Revenue Growth. From $36M in 2003
* Market Cap only $24 million
* P/E = 15
* P/S = 0.45
* Insiders own 75% of the company.
Last quarter (2Q 2005) earnings were disappointing when compared to the year ago quarter. The reasons for that have been identified and already corrected by the company as discussed below. I believe 3Q results will be a surprise to the upside and should beat 2Q 2005 and 3Q 2004 handily.
SIMC Chairman Sam Russell commented upon the release of 2Q 2005 financial results on August 12:
"It is disappointing to report a decrease in sales in the quarter compared to the same period in 2004; however, this is caused by two of our plants in particular. One of these plants generated significant sales in the second quarter of last year due to above average demand from two of its customers. Unfortunately, there has been no such similar demand in the current year, with the result that sales for that plant have decreased by $707,000 (53%) in the second quarter of 2005.
We are continually monitoring the performance of that plant to ensure that all possible actions are being taken to increase its levels of business... and are pleased to note that it has now returned to profit and we expect it to remain profitable throughout the third quarter.
..."The other plant in question has experienced a general decrease in business levels in the quarter, with the result that its sales are down by $808,000 (29%) in the second quarter of 2005. I'm pleased to say that, since the end of the second quarter, that plant has been successful in winning a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years..."
...."The sales reductions at these plants decreased our profitability in the quarter..."
In other words, the two plants responsible for the drop to 3c/share net income in 2Q 2005, returned to profitability early in 3Q.
More importantly, the second plant mentioned in the report won "a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years.." Obviously, the company won a lucrative multi-year contract and hopefully some details will be provided in the earnings release.
SIMC's Chairman Russell added:
.."Although the second quarter results were disappointing, we continued to expand our customer base and product offerings. The outlook for the company as a whole is good for the second half of 2005, and we expect sales and profitability to increase over the first half of the year."
Worldwide, SIMC operates 11 manufacturing plants including China, Mexico, Scottland, and six plants in the United States. SIMC has invested considerable resources in the China plant/region this year. CEO expects huge growth in the region now and in the future.
SIMCs geographical/product/customer diversification lowers the risk considerably. That is a big reason why SIMC is consistently profitable and has been profitable in 9 out of the last 10 years. Not many companies can claim that.
About Simclar:
Simclar, Inc. (Nasdaq: SIMC) is a contract manufacturer of electronic and electro-mechanical products. The Company's products are manufactured to customer specifications and designed for original equipment manufacturers (OEMs) and distributors in the data processing, telecommunications, instrumentation and food preparation equipment industries.
DO YOUR DD
SIMC $4.1..LOOKING STRONG GOING INTO EARNINGS...
I brought you this one last week at $3.4. My target is $6+ within 2 weeks.
SIMC (1.8M share float) is starting to move up ahead of its 3Q 2005 earnings release in early November. 3Q financial results from SIMC are likely to be very strong as discussed in more detail later in this post.
SIMC is explosive around earnings time. Take a look at the weekly chart (bottom chart) to see the big spikes every quarter.
http://stockcharts.com/gallery/?simc
+++++SIMC INVESTMENT HIGHLIGHTS:
* 1.8 Million Shares in Float
* Profitable in 9 of 10 years (2001 was the exception)
* 2004 most profitable year - EPS=$0.36
* Revenues of over $50million/year
* Added two new plants early this year
* 48% Revenue Growth. From $36M in 2003
* Market Cap only $24 million
* P/E = 15
* P/S = 0.45
* Insiders own 75% of the company.
Last quarter (2Q 2005) earnings were disappointing when compared to the year ago quarter. The reasons for that have been identified and promtly corrected by the company as discussed below. I believe 3Q results will be a surprise to the upside and should beat 2Q 2005 and 3Q 2004 handily.
SIMC Chairman Sam Russell commented upon the release of 2Q 2005 financial results on August 12:
"It is disappointing to report a decrease in sales in the quarter compared to the same period in 2004; however, this is caused by two of our plants in particular. One of these plants generated significant sales in the second quarter of last year due to above average demand from two of its customers. Unfortunately, there has been no such similar demand in the current year, with the result that sales for that plant have decreased by $707,000 (53%) in the second quarter of 2005.
We are continually monitoring the performance of that plant to ensure that all possible actions are being taken to increase its levels of business... and are pleased to note that it has now returned to profit and we expect it to remain profitable throughout the third quarter.
..."The other plant in question has experienced a general decrease in business levels in the quarter, with the result that its sales are down by $808,000 (29%) in the second quarter of 2005. I'm pleased to say that, since the end of the second quarter, that plant has been successful in winning a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years..."
...."The sales reductions at these plants decreased our profitability in the quarter..."
In other words, the two plants responsible for the drop to 3c/share net income in 2Q 2005, returned to profitability early in 3Q.
More importantly, the second plant mentioned in the report won "a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years.." Obviously, the company won a lucrative multi-year contract and hopefully some details will be provided in the earnings release.
Worldwide, SIMC operates 11 manufacturing plants including China, Mexico, Scottland, and six plants in the United States.
About Simclar:
Simclar, Inc. (Nasdaq: SIMC) is a contract manufacturer of electronic and electro-mechanical products. The Company's products are manufactured to customer specifications and designed for original equipment manufacturers (OEMs) and distributors in the data processing, telecommunications, instrumentation and food preparation equipment industries. Simclar's principal custom-designed products include complex printed circuit boards (PCBs), conventional and molded cables, wire harnesses and electro-mechanical assemblies. In addition, the Company provides OEMs with value-added, turnkey contract manufacturing services and total systems assembly and integration. It also delivers manufacturing and test engineering services and materials management, with flexible and service-oriented manufacturing and assembly services for its customers' high-tech and rapidly changing products. ..
DO YOUR DD!!
SVL $1.35 HUGE QUARTER JUST REPORTED...33c/SHARE NET INCOME
SVL is by far the most undervalued AMEX stock trading at a P/E of less than 3!! With sales of almost $200M/year, SVL is trading at a ridiculous P/S of about 0.25. The float consists of about 25M shares. The recent listing of SVL shares in the AMEX (9/2005) will bring greater visibility to SVL.
HERE IS TODAY'S SVL EARNINGS RELEASE:
Silverleaf Resorts, Inc. Reports Results for the 2005 Third Quarter
Tuesday November 1, 8:45 am ET
DALLAS--(BUSINESS WIRE)--Nov. 1, 2005--Silverleaf Resorts, Inc. (AMEX:SVL - News) today announced its financial results for the third quarter and nine months ended September 30, 2005.
Third Quarter 2005 Highlights:
Total revenue increased 30% to $62.3 million
Vacation interval sales increased 14% to $41.8 million
Net income increased 219% to $12.9 million
Net income for the third quarter increased to $12.9 million, or $0.33 per diluted share, compared to net income of $4.0 million, or $0.10 per diluted share, during the third quarter of 2004. Total revenue for the period increased to $62.3 million compared to $47.8 million during the same period in 2004. Revenue for 2005 third quarter includes a gain on sale of notes receivable of $5.8 million, which was previously disclosed on July 28, 2005, and gain on sale of land of $3.6 million. Net of tax, these items and a $.9 million gain on sale of utility assets contributed $7.2 million to the net income during the third quarter, or $0.18 per diluted share. Excluding these gains, the Company's revenue for the third quarter increased 10.7% over the quarter ended September 30, 2004 while net income and EPS increased 40.7% and 50%, respectively.
Vacation interval sales increased 14% to $41.8 million during the third quarter of 2005 compared to $36.7 million during the third quarter of 2004. The increase in sales in the quarter ended September 30, 2005 compared to 2004 is due primarily to an increase in sales to existing owners, which contributed to a reduction in sales and marketing expense from 49.5% of sales in the third quarter of 2004 to 46.3% in 2005, as marketing expenses are lower for these sales. In addition, the provision for uncollectible notes was 15% of vacation interval sales for the third quarter of 2005, down from 20% in 2004, as a result of better performance of notes originated since the company began focusing on selling to customers with better credit characteristics.
"These results clearly reflect that we are successfully executing our two-pronged business strategy -- 1) using our internally developed best customer model to identify qualified new buyers and 2) continuing to penetrate our existing owner base through sales of additional products," commented Robert E. Mead, chairman and CEO. "This has resulted in the reduction of our sales and marketing expense ratio and an increase in net income and EPS. Our current plan includes building out our existing properties, strategically adding new resorts in select high-growth markets, and creating vacation showrooms in selected metropolitan markets within driving distance of our resorts. As a result, we believe that we will be able to maintain vacation interval sales growth. During the quarter we also completed our first securitization transaction, which we believe has afforded us greater future access to the capital markets."
For the nine months ended September 30, 2005, net income was $19.6 million, or $0.50 per diluted share, compared to net income of $9.4 million during the first nine months of 2004 or $0.24 per diluted share in the first nine months of 2004. Total revenue for the period was $153.7 million, as compared to $138.4 million during the first nine months of 2004. Vacation interval sales were $109.3 million for the nine month period ended September 30, 2005, a $3.4 million increase from vacation
Bigpike. I still have some GIGA. The company will do better next Q and will be OK long term. I am a patient investor....I can afford to do that. I have a great day job.
SVL $1.35... AMEX MOST UNDERVALUED..EARNINGS SOON
Silverleaf Resorts (AMEX: SVL) was listed in the AMEX recently, and almost no one has noticed it. SVL is by far the most undervalued AMEX trading at a P/E of 3.6!! With sales of almost $200M/year, SVL is trading at a ridiculous P/S of about 0.25. The float consists of about 25M shares.
SVL will release its 3Q 2005 earnings results in a few days. Take a look at SVL's strong financial performance in the past few quarters:
http://finance.yahoo.com/q/is?s=SVL
For the six-months ended June 30, 2005, net income was $6.8 million, representing a 25% increase over net income of $5.4 million during the first half of 2004. Earnings per share for the first half of 2005 were $0.17 per diluted share compared to $0.14 per diluted share in the first half of 2004. Total revenue for the period was $91.4 million, as compared to $90.7 million during the first six months of 2004.
The 3rd quarter will be particularly strong because the company will realize an additional gain of $3.6M due to a land sale that occurred during the quarter. Here is most of the PR announcing the land sale:
Silverleaf Resorts, Inc. Announces Sale of Undeveloped Land
9/30/2005 5:30:01 PM
DALLAS, Sep 30, 2005 (BUSINESS WIRE) -- Silverleaf Resorts, Inc. (SVL) today announced the September 29, 2005 sale of undeveloped land held for sale in Pennsylvania for $6.9 million. The sale will result in a gain of approximately $3.6 million to the Company during the quarter ended September 30, 2005. The proceeds of the sale will be used to reduce senior debt.
Based in Dallas, Texas, Silverleaf Resorts, Inc. currently owns and operates 13 timeshare resorts in various stages of development. Silverleaf Resorts offer a wide array of country club-like amenities, such as golf, swimming, horseback riding, boating, and many organized activities for children and adults.
It is just a matter of time until the street realize the existence of this super undervalued profitable gem brinbing the stock price to new highs (52-week high is $2.08)
Do your DD on this one.
SIMC $4.2 chart....A picture is worth 1000 words
http://stockcharts.com/gallery/?simc
Not a bad week for SIMC ($4.2). However, the 25% gain this week is nothing compared to what I expect to be a 50% + gain from today's closing.
SIMC $4.0 up 30c....Has its breakout face on today.
SIMC (1.8M share float) is starting to move up ahead of its 3Q 2005 earnings release in early November. Earnings are expected to be strong as discussed later.
SIMC is explosive around earnings time. Take a look at the weekly chart (bottom chart) to see the big spikes every quarter.
http://stockcharts.com/gallery/?simc
+++++SIMC INVESTMENT HIGHLIGHTS:
* 1.8 Million Shares in Float
* Profitable in 9 of 10 years (2001 was the exception)
* 2004 most profitable year - EPS=$0.36
* Revenues of over $50million/year
* Added two new plants early this year
* 48% Revenue Growth. From $36M in 2003
* Market Cap only $24 million
* 2004 P/E = 12
* P/S = 0.6
* Insiders own 75% of the company.
Last quarter (2Q 2005) earnings were disappointing when compared to the year ago quarter. However, based on what was said when the 2Q report was released, I believe 3Q results will be VERY strong and will beat 2Q 2005 and 3Q 2004 handily.
SIMC Chairman Sam Russell commented upon the release of 2Q 2005 financial results on August 12:
"It is disappointing to report a decrease in sales in the quarter compared to the same period in 2004; however, this is caused by two of our plants in particular. One of these plants generated significant sales in the second quarter of last year due to above average demand from two of its customers. Unfortunately, there has been no such similar demand in the current year, with the result that sales for that plant have decreased by $707,000 (53%) in the second quarter of 2005.
We are continually monitoring the performance of that plant to ensure that all possible actions are being taken to increase its levels of business... and are pleased to note that it has now returned to profit and we expect it to remain profitable throughout the third quarter.
..."The other plant in question has experienced a general decrease in business levels in the quarter, with the result that its sales are down by $808,000 (29%) in the second quarter of 2005. I'm pleased to say that, since the end of the second quarter, that plant has been successful in winning a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years..."
...."The sales reductions at these plants decreased our profitability in the quarter..."
In other words, the two plants responsible for the drop to 3c/share net income in 2Q 2005, returned to profitability early in 3Q.
More importantly, the second plant mentioned in the report won "a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years.."...That's is HUGE, if you really think about it.
Worldwide, SIMC operates 11 manufacturing plants including China, Mexico, Scottland, and six plants in the United States.
About Simclar:
Simclar, Inc. (Nasdaq: SIMC) is a contract manufacturer of electronic and electro-mechanical products. The Company's products are manufactured to customer specifications and designed for original equipment manufacturers (OEMs) and distributors in the data processing, telecommunications, instrumentation and food preparation equipment industries. Simclar's principal custom-designed products include complex printed circuit boards (PCBs), conventional and molded cables, wire harnesses and electro-mechanical assemblies. In addition, the Company provides OEMs with value-added, turnkey contract manufacturing services and total systems assembly and integration..
Do your DD
WSCI $4.2 ....RECORD EARNINGS TO BE ANNOUNCED ON OCTOBER 31.
WSCI will report earnings on October 31, 2005. This is the first time that the company actually announced an specific earnings date. The company will report record earnings and that might be the reason why the company decided to start making earnings-date announcements from now on.
Here are my estimates for 4Q and FY 2005 earnings results:
** 4Q and FY 2005 Earnings Estimates:
-- 2005 Revenues of close $16 M or almost 40% higher than the $11.4 M posted in 2004!!
-- 2005 net income of about 15c/share compared to 1c/share in 2004!!
-- 4Q 2005 revenues about 30% higher than 4Q 2004
-- 4Q 2005 estimated net income of about 6c/share compared to a loss of 4c/share in 4Q 2004.
Take a look at WSCI strong financial performance. Note that net income jumped significantly in 3Q 2005 ( to 7c/share). This is because the company completed its relocation to a new, larger, and more efficient facility at the end of 2Q 2005.
http://finance.yahoo.com/q/is?s=wsci
OK, so 2005 will be a record year for WSCI.
2006 will be even a better year. I expect net income to be about 25 - 35c/year in 2006 for a few reasons:
1)The company completed its relocation to its new manufacturing facility in 2Q 2004. That move cost the company 12 c/share in 2004.
2) A new contract with a biotec company will kick in in 1Q 2006 (10% increase in revenues...or about $400,000/quarter).
3) New ISO certification will open doors to new projects with existing and prospective customers.
Take a look at what happened prior to the 3Q blastoff.....same pattern ( see chart below).
http://stockcharts.com/gallery/?wsci
Some observations:
1) WSCI share prices has experienced an steady uptrend for over a year with several big spikes after every earnings report (lower chart).
2) Each successive earnings spike is bigger than the previous one ( See 3Q's in June 2005).
My experience with growing and profitable low floaters like WSCI is that they need two or more consecutive big quarters to break away from under $5. I believe that WSCI is right at a point where it will leave the under $5 trading range for good.
Do your DD
SIMC is forming a new base around $3.8...up 40c
SIMC...spoke too soon..it jumped to $3.75 in a nanosecond
SIMC $3.57 up 17c. Looks like she is getting ready to pop. Keep an eye on this one.
SIMC $3.4...KEEP AN EYE ON IT..BIG QUARTER COMING SOON.
SIMC is a lot like GIGA ....a low-float profitable rocket! GIGA has gained $1 since yesterday in antipation of earnings this week.
SIMC (1.8M share float) is starting to move up ahead of huge 3Q 2005 earnings in early November. SIMC moves fast like GIGA does upon good earnings results. Take a look at the weekly chart (bottom chart) to see how explosive SIMC is every quarter:
http://stockcharts.com/gallery/?simc
3Q financial results from SIMC are likely to be very strong as discussed in more detail later in this post. That will enable SIMC to resume the upward trend that started in 2004.
+++++SIMC INVESTMENT HIGHLIGHTS:
* 1.8 Million Shares in Float
* Profitable in 9 of 10 years (2001 was the exception)
* 2004 most profitable year - EPS=$0.36
* Revenues of over $50million/year
* Added two new plants early this year
* 48% Revenue Growth. From $36M in 2003
* Market Cap only $24 million
* 2004 P/E = 12
* P/S = 0.6
* Insiders own 75% of the company.
Last quarter (2Q 2005) earnings were disappointing when compared to the year ago quarter. However, I believe 3Q results will be VERY strong and will beat 2Q 2005 and 3Q 2004 handily.
SIMC Chairman Sam Russell commented upon the release of 2Q 2005 financial results on August 12:
"It is disappointing to report a decrease in sales in the quarter compared to the same period in 2004; however, this is caused by two of our plants in particular. One of these plants generated significant sales in the second quarter of last year due to above average demand from two of its customers. Unfortunately, there has been no such similar demand in the current year, with the result that sales for that plant have decreased by $707,000 (53%) in the second quarter of 2005. We are continually monitoring the performance of that plant to ensure that all possible actions are being taken to increase its levels of business, and are pleased to note that it has now returned to profit and we expect it to remain profitable throughout the third quarter.
The other plant in question has experienced a general decrease in business levels in the quarter, with the result that its sales are down by $808,000 (29%) in the second quarter of 2005. I'm pleased to say that, since the end of the second quarter, that plant has been successful in winning a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years. The sales reductions at these plants was one of the factors for the decrease in our profitability in the quarter.
Read the two paragraphs above again...carefully...to me, it means $$$$ in 3Q and beyond.
Worldwide, SIMC operates 11 manufacturing plants including China, Mexico, Scottland, and six plants in the United States.
About Simclar:
Simclar, Inc. (Nasdaq: SIMC) is a contract manufacturer of electronic and electro-mechanical products. The Company's products are manufactured to customer specifications and designed for original equipment manufacturers (OEMs) and distributors in the data processing, telecommunications, instrumentation and food preparation equipment industries. Simclar's principal custom-designed products include complex printed circuit boards (PCBs), conventional and molded cables, wire harnesses and electro-mechanical assemblies. In addition, the Company provides OEMs with value-added, turnkey contract manufacturing services and total systems assembly and integration. It also delivers manufacturing and test engineering services and materials management, with flexible and service-oriented manufacturing and assembly services for its customers' high-tech and rapidly changing products. ..
DO YOUR DD!!
SIMC $3.4..HUGE EARNINGS ALERT..REMINDS ME OF GIGA
SIMC (1.8M share float) is starting to move up ahead of huge 3Q 2005 earnings in early November. SIMC moves fast like GIGA does upon good earnings results. 3Q financial results from SIMC are likely to be very strong as discussed in more detail later in this post.
+++++SIMC INVESTMENT HIGHLIGHTS:
* 1.8 Million Shares in Float
* Profitable in 9 of 10 years (2001 was the exception)
* 2004 most profitable year - EPS=$0.36
* Revenues of over $50million/year
* Added two new plants early this year
* 48% Revenue Growth. From $36M in 2003
* Market Cap only $24 million
* 2004 P/E = 12
* P/S = 0.6
* Insiders own 75% of the company.
Last quarter (2Q 2005) earnings were disappointing when compared to the year ago quarter. However, I believe 3Q results will be VERY strong and will beat 2Q 2005 and 3Q 2004 handily.
SIMC Chairman Sam Russell commented upon the release of 2Q 2005 financial results on August 12:
"It is disappointing to report a decrease in sales in the quarter compared to the same period in 2004; however, this is caused by two of our plants in particular. One of these plants generated significant sales in the second quarter of last year due to above average demand from two of its customers. Unfortunately, there has been no such similar demand in the current year, with the result that sales for that plant have decreased by $707,000 (53%) in the second quarter of 2005. We are continually monitoring the performance of that plant to ensure that all possible actions are being taken to increase its levels of business, and are pleased to note that it has now returned to profit and we expect it to remain profitable throughout the third quarter.
The other plant in question has experienced a general decrease in business levels in the quarter, with the result that its sales are down by $808,000 (29%) in the second quarter of 2005. I'm pleased to say that, since the end of the second quarter, that plant has been successful in winning a significant order which will result in significant sales growth in the remainder of 2005 and on into subsequent years. The sales reductions at these plants was one of the factors for the decrease in our profitability in the quarter.
Read the two paragraphs above again...carefully...to me, it means $$$$.
Worldwide, SIMC operates 11 manufacturing plants including China, Mexico, Scottland, and six plants in the United States.
About Simclar:
Simclar, Inc. (Nasdaq: SIMC) is a contract manufacturer of electronic and electro-mechanical products. The Company's products are manufactured to customer specifications and designed for original equipment manufacturers (OEMs) and distributors in the data processing, telecommunications, instrumentation and food preparation equipment industries. Simclar's principal custom-designed products include complex printed circuit boards (PCBs), conventional and molded cables, wire harnesses and electro-mechanical assemblies. In addition, the Company provides OEMs with value-added, turnkey contract manufacturing services and total systems assembly and integration. It also delivers manufacturing and test engineering services and materials management, with flexible and service-oriented manufacturing and assembly services for its customers' high-tech and rapidly changing products. ..
DO YOUR DD!!
GIGA $5.25 has gained $1 since yesterday!!
ARTG $0.96 REPORTS STRONG REVENUE GROWTH POSTS PROFIT
ARTG Announces Third-Quarter 2005 Financial Results
Tuesday October 25, 7:30 am ET
Company Grows Revenue by 12% Over Prior Quarter and 30% Over Prior Year While Increasing Profitability
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Oct. 25, 2005--ATG (Art Technology Group, Inc., NASDAQ: ARTG), the software provider behind the most consistent and relevant on-line marketing, commerce, and customer service experiences, today reported its financial results for the third quarter ended September 30, 2005.
Total revenues for the third quarter of 2005 were $22.7 million, a 30 percent increase from $17.5 million in the third quarter of 2004 and a 12 percent increase from $20.3 million in the second quarter of 2005.
Net income in accordance with accounting principles generally accepted in the United States (GAAP) for the third quarter of 2005 was $1.5 million, or $0.01 per diluted share. This compares with net income of $0.1 million, or $0.00 per diluted share, in the third quarter of 2004 and a net loss of $0.3 million, or a loss of $0.00 per share, for the second quarter of 2005.
The company generated non-GAAP net income, which excludes amortization of intangible assets and the net effect of restructuring charges, of $2.0 million, or $0.02 per diluted share, in the third quarter of 2005. These results compare with non-GAAP net income of $0.1 million, or $0.00 per diluted share, in the third quarter of 2004 and non-GAAP net income of $0.9 million, or $0.01 per diluted share, in the second quarter of 2005. See "Use of Non-GAAP Financial Measures" below for definitions and a reconciliation of non-GAAP to GAAP financial measures.
Cash, cash equivalents, and marketable securities as of September 30, 2005 increased $1.2 million to $29.9 million from $28.7 million as of June 30, 2005.
Bob Burke, ATG's president and chief executive officer, said, "Our financial performance was built on a solid mix of commerce and service solutions. While the majority of our product revenues were driven by license sales, our ATG On-Demand(TM) offerings gained further traction during the third quarter, contributing a growing stream of recurring revenues that will benefit our business in the quarters and years ahead."
"In addition to these financial achievements, we introduced our highly anticipated Wisdom-enabled ATG Service Suite(TM). Offered as traditional on-premise licenses or hosted on-demand and as individual applications or an integrated suite, these seven offerings provide what we believe are the most advanced customer service and support capabilities on the market. We believe this offering will be an important contributor to our future results."
Business Outlook
"Looking ahead, we are optimistic about our prospects for growth," Burke said. "We believe our third-quarter results are a clear indication of the momentum we are establishing through a combination of product and services growth. In the months to come, we will focus on capitalizing on the roll out of our Wisdom-enabled ATG Service Suite. We also will build out our On-Demand business by launching additional offerings and establishing a dedicated sales effort for these hosted solutions. Based on our recent success, trends within our industry, and initiatives now underway, we believe ATG is positioned well for future growth."
ARTG has a strong balance sheet with about $30M incash and short-term investments....and just as important...no long-term debt!!
http://finance.yahoo.com/q/bs?s=ARTG
Also note the heavy insider buying!!
http://finance.yahoo.com/q/it?s=ARTG
About ATG
ARTG is a growing financial software company with a who-is-who list of custoimers like A&E Networks, Airbus, American Airlines, American Eagle Outfitters, Best Buy, Boeing, Cingular Wireless, DirecTV, France Telecom, Friends Provident, Hewlett-Packard, Hotels.com, Hyatt Hotels, HSBC, InterContinental Hotels Group, Kingfisher, Louis Vuitton, Merrill Lynch, Neiman Marcus, Philips, Procter & Gamble, Symantec, T-Mobile, Target, USAA, US Army, US Navy, Warner Music, and Wells Fargo. The company is headquartered in Cambridge, Massachusetts, with additional locations throughout North America, Europe, and Asia.
Researcher59. I expect GIGA to break the $6M revenue mark and post about 7 to 8c/share. Compare this to the same quarter a year ago(2c) and GIGA could explode.
GIGA $4.4...could breakout on a moment's notice. Radar it.
Earnings will be strong (stronger than 1Q) according to last Q CC. Boeing contract is starting to kick in big time.
GIGA $4.25...2Q 2006 WILL BE RELEASED THURSDAY 10/27/05.
Gigatronings (Nasdaq: GIGA) will announce 2Q 2006 earnings this coming Thursday, October 27. The pps has been inching up steadily over the last few days. GIGA has a tendency to have massive run ups a day or two ahead of earnings:
http://stockcharts.com/gallery/?giga
++++GIGA INVESTMENT HIGHLIGHTS +++++++++++++
* TINY FLOAT - 2.5 MILLION SHARES.
* PROFITABLE - 5 Consecutive Profitable Quarters.
* STRONG BALANCE SHEET: 50c/share Cash and $2/share shareholder's equity. No long term debt!!
* Almost $15M in new contracts announced so far this year. The largest a $10M contract with Boeing.
* Undervalued. P/S of less than 1.0. Market cap is only $20M.
Giga-tronics (Nasdaq: GIGA) manufactures instruments, subsystems and microwave components used in the defense/national security and wireless telecommunications industries.
GIGA has experienced a significant upswing in revenue and net income the last few quarters with increased orders coming from the defense/national security/commercial sectors. The following is a note from Tech Stocks in Motion after the monster Boeing deal was announced.
Shares of Giga-tronics (GIGA:Nasdaq - commentary - research) rose 93.4% after the company announced a multiyear agreement with Boeing (BA:NYSE - commentary - research). The agreement calls for Giga-tronics' Microsource subsidiary to produce fast-tune synthesized filter systems for the F/A-18 E/F aircraft. The agreement, which is expected to run for five years, is worth between $7.6 million and $11.6 million. Shares traded up $2.99 to $6.19.
Backlog at the end of the first quarter was $15.5 million (approximately $8.2 million is shippable within one year) as compared to $14.1 million (approximately $5.8 million was shippable within one year) at the end of the first quarter of the prior year.
Take a look at the steadily improving financial performance... top and bottom lines:
http://finance.yahoo.com/q/is?s=GIGA
Take a look at GIGA's solid balance sheet:
http://finance.yahoo.com/q/bs?s=GIGA
GIGA operates in the following sectors:
* Giga-tronics Instrument Division. Produces microwave frequency synthesizers, signal sources, generators, sweepers and power measurement instruments in benchtop and VXI configurations for use in cellular, PCS, radar, satellite and telecommunication systems test and measurement applications in the defense and private sectors.
* ASCOR Inc., which produces switch modules and interface adapters that operate with a bandwidth from direct current (DC) to 18 GHz.
* Microsource Inc., which develops and manufactures a line of yttrium, iron, garnet (YIG)-tuned oscillators, filters and microwave synthesizers. MicroSource has supplied the Defense Electronics market, supporting the world's leading Defense Contractors. MicroSource customers include Boeing, Lockheed Martin, Northrop Grumman, Raytheon Systems, BAE Marconi, Thales, Swiss Defense Procurement Agency, Israel Aircraft Industries, as well as a myriad of defense industry sub-contractors
Always do your own DD.....
CSTL $3.5 EARNINGS ALERT...RADAR IT
CSTL will report 3Q earnings next week. I've been watching the action today and most of the buys were at the ask....even though there was a big ask/bid gap.
CSTL is as explossive as WSCI and LANV with a little over 1M shares in the float. So far for the first half of 2005, the company has reported 10c/share net income. Its strongest quarters are usally 3Q and 4Q.
http://finance.yahoo.com/q/is?s=CSTL
The following press release highlights the fact that CSTL has been gaining market share in the worldwide fax server hardware/software market:
http://biz.yahoo.com/bw/050811/115184.html?.v=1
Take a look at CSTL's strong balance sheet with $1.5/share cash and no long-term debt!!
http://finance.yahoo.com/q/bs?s=CSTL
About CSTL:
Castelle engages in the development, manufacture, marketing, and support of office automation systems that enable organizations to implement faxing and printing over local area networks and the Internet worldwide. The company's products comprise Fax Server, Information-on-demand systems, and LANpress. The Fax Server consists of FaxPress and FaxPress Premier, which enables network users to send, receive, route, print, store, edit, and retrieve fax transmissions from their own personal computers on a network. Information-on-demand systems include InfoPress software, which enables the access of information via touch-tone phone and a fax machine and disseminates information to a select database of fax numbers. The LANpress print servers enable users to locate printers anywhere on the network. The company sells its products through its sales force, distributors, and resellers. Castelle was founded in 1987 and is headquartered in Morgan Hill, California.
WSCI...will break $4 easily this afternoon. Huge buyers are starting to show their bids. I can't blame them for wanting to pay less, but they are not fools either. They may gain 55% instead of 58%. A few cents now will be miniscule compared with the potential big gain that awaits around the corner.
WSCI $3.8..THREE DAYS AND NEW 52-WEEK HIGHS
WSCI (2M share Float...$10M market share) will report blowout earnings within 3 trading days.
Target: $7 after earnings
......So, why are we not seeing a pre-earnings rally yet??
WSCI always behaves like this prior to earnings. Take a look at what happened prior to the 3Q blastoff.....same pattern. Investors are like sheep..they'll be chasing this puppy and pushing it to new highs next week when they can pay cheap prices today and enjoy the big ride. Just watch.
http://stockcharts.com/gallery/?wsci
Some observations:
1) WSCI share prices has experienced an steady uptrend for over a year with several big spikes after every earnings report (lower chart).
2) Each successive earnings spike is bigger than the previous one ( See 3Q's in June 2005).
Here are a few reasons for 1 above:
a) WSCI relocated to a larger and more modern manufacturing plant to accommodate increased demand for its products.
b) WSCI has been gaining larger and larger projects from Polaris. The biggest one, and the one with the greatest potential long term, is for manufacturing critical engine parts for Polaris (PII) Victory Motorcycles. Polaris reported today a 45% increase in revenues from its Victory motorcycles. PII forecast double digit growth for Victories for many years to come. Harley Davidson Motorcycles reported record earnings this week confirming that trend.
c) WSCI is focused on diversification. The company announced in June 2005 that it has secured a large project with a biotec company that will increase revenues by about 10% over 12 to 18 months.
d) WSCI received ISO certifications recently that will enable the company to able to compete in more diverse markets than before.
e) Net income was adversely affected for 4 consecutive quarters during the relocation. The first quarter not affected by relocation costs was 3Q 2005. Net income in 3Q was a strong 7c/share
f) Revenues have increased steadily for several quarters.
A few reasons for 2 above:
a) As net income increases with every quarter, the base after each successive earnings spike is higher and higher.
b) Since 3Q was the first full quarter not affected by relocation costs, its earnings spike was the biggest one. The share price was not able to remain high because the CEO stated that revenues would likely be "somewhat lower" than the record $4.2 M reported in 3Q. I believe investors misunderstood the CEOs comments and think that 4Q 2005 will be closer to $3 M than to $4 M. My estimate is that WSCI revenues will be close to $4 million in 4Q
My experience with growing and profitable low floaters like WSCI is that they need two consecutive big quarters to break away from under $5. I believe that WSCI will report the "next big quarte" in a few days......not only that, but WSCI will report record yearly revenues and net income as well.
Here are my estimates for 4Q and FY 2005 earnings results:
** 4Q and FY 2005 Earnings Estimates:
-- 2005 Revenues of about $16 M or almost 40% higher than the $11.4 M posted in 2004!!
-- 2005 net income of about 16c/share compared to 1c/share in 2004!!
-- 4Q 2005 revenues about 30% higher than 4Q 2004
-- 4Q 2005 estimated net income of about 6c/share compared to a loss of 4c/share in 4Q 2004.
OK, so 2005 will be a record year for WSCI.
2006 will be even a better year. I expect net income to be about 25 - 35c/year in 2006 for a few reasons:
1)The company will not have to spend the $348,000 it spent for its relocation to the Monticello plant during 1Q and 2Q of 2005.
2) The new contract with the biotec company will kick in in 1Q 2006 (10% increase in revenues...or about $400,000/quarter).
3) New ISO certification will open doors to new projects with existing and prospective customers.
4) Strong and growing Victory motorcycle sales. Steady and moderately growing ATV worldwide sales.
Do your DD before it is too late....
WSCI $ 3.7. STRONG HARLEY DAVIDSON EARNINGS BODE WELL FOR WSCI/SECTOR
Target: $7 plus after earnings in just a few days.
In case you did not know, WSCI makes precision-machined parts for fast-growing Victory Motorcycles and ATV markets worldwide.
Today's huge earnings results announced by Harley Davidson Motorcycles (HDI) bode well for the sector as a whole. Many people all over the world are turning into motorcycles for their transportation needs because of the escalating gasoline prices. Here is HDI earnings announcement:
http://biz.yahoo.com/prnews/051012/nyw066.html?.v=27
WSCI will report record 4Q 2005 and FY 2005 earnings after hours any day now. Last year it reported earnings on 10/19/04...this year it reported 3Q one week early compared to 2004. The company does not announce an exact earnings date.
*****KEY WSCI Highlights:
- Record Earnings to be announced in just a few days
- 2M SHARE FLOAT......$10M Market Cap
- Consistently profitable.
- Significant growth Y/Y
- WSCI pays a handsome dividend of 3.5c/share every quarter!!
- Makes precision-machined parts for fast-growing Victory Motorcycles and ATV markets worldwide.
- Undervalued. Trading at 0.6 P/S and 1o P/E (est. 2006)
- Pays dividends of 14c/share!!!
********4Q and FY 2005 Earnings Estimates:
-- 2005 Revenues of about $16 M or almost 40% higher than the $11.4 M posted in 2004!!
-- 2005 net income of about 16c/share compared to 1c/share in 2004!!
-- 4Q 2005 revenues about 30% higher than 4Q 2004
-- 4Q 2005 estimated net income of about 6c/share compared to a loss of 4c/share in 4Q 2004.
WSCI reached $6.88 (90% gain from prior day closing price) and traded almost 5 million shares following the release of 3Q 2005 financial results on June 23.
This time I expect to see a new 52-week high because the company will report huge growth and record net income for 4Q 2005 and FY 2005.
The following link shows the steady increase in revenues and net income accomplished by WSCI for the last 4 quarters. The big jump in net income in 3Q shows the effiencies gained by its relocation to the larger and more modern manufacturing plant completed at the end of 2Q.
http://finance.yahoo.com/q/is?s=wsci
OK, so 2005 will be a record year for WSCI.
2006 will be even a better year. I expect net income to be about 30 - 40c/year in 2006 for a few reasons:
1)The company will not have to spend the $348,000 it spent for its relocation to the Monticello plant during 1Q and 2Q of 2005.
2) A new contract that the company announced in June with a leader in the biotechnology industry will generate a 10% increase in revenues...or about $400,000/quarter.
3) New ISO certification will open doors to new projects with existing and prospective customers.
4) Strong and growing motorcycle and ATV worldwide markets.
WSCI CEO Pudil recently said...
"we are very excited about our new partnering arrangement with one of our customers that is an industry leader in the biosciences field. It is expected that the arrangement could increase sales by approximately 10% as it unfolds over the next 12 - 18 months. We are pleased to report this positive step from our focused efforts to grow and diversify our customer base."
CEO Pudil also said: "One of WSI's core competencies is not only the machining of parts, but the ability to provide a wide array of services from prototyping to project management to just-in-time inventory. We believe the upcoming venture capitalizes on these capabilities."
Regarding its ISO Certification, CEO Pudil went on to say: "ISO 9001:2000 certification is critical in serving our customers, but we also feel that it will provide WSI a competitive advantage in attracting future new business. WSI has been investing in its manufacturing operations in Monticello with new machining equipment and state-of-the art coordinate measuring machines. It is rewarding that these investments have paid off with the recommended certification."
The bottom line is that WSCi is poised to grow exponetially from this point forward.
Do your DD and start to accumulate under $4.5........
WSCI $3.6....2 million share float..earnings coming up. Radar it.
WSCI will start a steady move North today. Earnings are too close to play games trying to buy at the very bottom. WSCI reached $6.88 and traded almost 5 million shares on June 23 after it announced 3Q 2005 earnings in June. I believe that the gain will be even bigger after the upcoming release of record 4Q and record yearly earnings results.
Earnings estimates:
-- 2005 Revenues of about $15 M or 40% higher than the $11.4 M posted in 2004!!
-- 2005 net income of over 20c/share compared to 1c/share in 2004!!
-- 4Q 2005 revenues about 30% higher than 4Q 2004
-- 4Q 2005 estimated net income of about 7c/share compared to a loss of 4c/share in 4Q 2004
--- WSCI pays a handsome dividend of 3.5c/share every quarter.
OK, so 2005 will be a record year for WSCI.
2006 will be even a better year. I expect net income to be over 40c/year in 2006 for a few reasons:
1)The company will not have to spend the $348,000 it spent for its relocation to the Monticello plant.
2) The new project the company is working with a leader in the biotechnology industry will generate a 10% increase in revenues...or about $400,000/quarter. This will translate in a 2 - 4c/share net income per quarter depending on margins.
WSCI CEO Pudil recently said...
"we are very excited about our new partnering arrangement with one of our customers that is an industry leader in the biosciences field. It is expected that the arrangement could increase sales by approximately 10% as it unfolds over the next 12 - 18 months. We are pleased to report this positive step from our focused efforts to grow and diversify our customer base."
CEO Pudil also said: "One of WSI's core competencies is not only the machining of parts, but the ability to provide a wide array of services from prototyping to project management to just-in-time inventory. We believe the upcoming venture capitalizes on these capabilities."
Regarding its ISO Certification, CEO Pudil went on to say: "ISO 9001:2000 certification is critical in serving our customers, but we also feel that it will provide WSI a competitive advantage in attracting future new business. WSI has been investing in its manufacturing operations in Monticello with new machining equipment and state-of-the art coordinate measuring machines. It is rewarding that these investments have paid off with the recommended certification."
The bottom line is that WSCi with its extra manufacturing capacity in its new Monticello, MN, plant, its renewed focus on diversification, its recent ISO certification, is at a point where growth could become exponential.
Remember when HURC was trading at little over $2/share 2 years ago??...WSCI could be a $20 stock next year because of its tiny 2M share float and less than 3 M outstanding shares.
Do your DD and start to accumulate under $5........
Always do your DD
WSCI $4.06 and the "Cramer factor."
I understand the WSCI was mentioned by Cramer on his Thursday evening show, and that might have contributed to Friday's uptick. I have not seen the show so I can't tell you what was said. Regardless of Cramer, WSCI was already moving up ahead of its upcoming 4Q and FY earnings' release. However, the Cramer factor could be explosive for a profitable company with a float of 2 million shares. Monday's action will be intersting. WSCI could become next week's CTIB.
http://stockcharts.com/gallery/?wsci
Great day for WSCI. Closed at $4.06 up 36c. It is still going up AH. Should be a gapper on Manday.
WSCI $3.6 MOVING UP AHEAD OF EARNINGS....RADAR IT
Target: $7 - $8 after earnings
WSCI, with only 2.2 million shares on the float, is starting to move up ahead of huge earnings results for 2005.
http://stockcharts.com/gallery/?wsci
My estimates:
-- 2005 Revenues of about $15 M or 40% higher than the $11.4 M posted in 2004.
-- 2005 net income of about 15 - 20c/share compared to 1c/share in 2004
-- 4Q 2005 revenues about 30% higher than 4Q 2004
-- 4Q 2005 net income of about 5c/share compared to a loss of 4c/share in 4Q 2004
--- WSCI pays a handsome dividend every quarter.
This one will fly to the $7 to $8 range after earnings. Take a look at what happened in June when 3Q numbers were announced. This time will be even better because it will highlight a record year for WSCI. Do your DD and start to accumulate