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CTDC + 300% Next Low float CHINA rocket? Check out BHIP:NASDAQ $2.90, 7 MM float, $3 cash per share, $3 MM cash flow last quarter, was $10 in February. $150 MM annual sales 2/3 of sales in China
http://biz.yahoo.com/bw/060620/200606200...
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CTDC + 300% Next Low float NASDAQ CHINA rocket? Check out BHIP:NASDAQ $2.90, 7 MM float, $3 cash per share, $3 MM cash flow last quarter, was $10 in February. $150 MM annual sales 2/3 of sales in China
http://biz.yahoo.com/bw/060620/200606200...
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Looking for NEXT China rocket like CTDC? Check out BHIP:NASDAQ $2.90, 7 MM float, $3 cash per share, $3 MM cash flow last quarter, was $10 in February. $150 MM annual sales 2/3 of sales in China
http://biz.yahoo.com/bw/060620/200606200...
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DDDC 23 straight quarters improved bottom line results, record earnings, sales growing 50% per year, VOIP will really start taking off. Like I said previously DDDC should earn $.25 in 2007 even if growth slows to 30% from 50% historical rate.
That give forward PEG ratio of 0.2 forward PE of 6.5
Anything under $2 is a steal for cheapest growth stock on NASDAQ
DDDC estimated 6 forward PE 50% growth:
typo
DDDC estimated 6 forware PE 50% growth:
DDDC is the fastest growing profitable sub $2 stock anywhere, revenues growing 50% per year. My analysis below indicates DDDC should earn $.25 in 2007, based on a conservative forward PE DDDC should be $6 +
DDDC gross revenues and gross margin (net revenue) have been averaging 50% growth per year. If anything gross margin growth should accelerate in the future as VOIP is now really starting to take off. If sales growth continues at even 30%, below the historical pace, DDDC will earn around %.25 in 2007 and $.40 in 2008. Apply a conservative forweard 25 PE and DDDC should be trading MUCH higher..
DDDC gross margin
2003 4,769
2004 7,278
2005 11,016
2006 YEAR TO DATE 7,300
2006 PROJECTED 14,000 - 15,000
2007 PROJECTED 18,000 - 20,000
2007 Peojected net income assuming $12,500,000 selling and administrative expense: = 6,000,000- 8,000,000 or $.20 to $.27
WOLV $.25 in August $.60 + by November The time to buys is now in the last few Novembers WOLV has experienced 150% price rise this year WOLV SO oversold will explode much earlier..
$.25 in Augsut $.60 by November..
Some Options priced at $.75 folks
DDDC Incredibly cheap: VOIP stock comparison
DDDC now has a lower market cap than money losing VOIP stocks
WGAT:NASDAQ
Shares OS 39 MM
Market cap 51 MM
Sales -1.8 MM
Income -12 Million
DDDC:NASDAQ
Shares OS 29 MM
Market cap 50 MM
Projected 2006 Sales 44 MM
Projected 2006 income 7 cents
EGHT:NASDAQ
Shares OS 63 MM
Market cap 50 MM
Negative income
WOLV is going to run to $.20 + in August IMO, selling exhausted, markets recovering, options set higher than market price with some options at $.75...
WOLV is going to run to $.20 + in August IMO, selling exhausted, markets recovering, options set higher than market price with some options at $.75...
OT Other good pennies? My favorite is WOLV.OB just delisted from NASDAQ in March, they were $.50 a few months ago mow $.12, $25 MM sales, 27 MM float, turning cash flow positive, the last time they were cash flow positive in 2005 they were over $1.
See my IBOX summary..
8 Hints for Robust SMTX Earnings:
Indications are SMTX will post robust Q2 results for the following reasons:
1)Last quarter was traditionally the weakest for their 3 big customers, EMC/Ingenico/Mars. This quarter should see about 1-3 million extra in revenue from these companies.
2)The deal signed a year ago with Leitch, is ramping up volume (6 million + per quarter as of January 2006). In February, SMTX said the large Telecom production contract with BVC:LSE was ramping to full production during Q1 2006. The other 2 new major new customers procured in late 2005 are ramping up as well. Other smaller contracts signed a year ago may be picking up as well. This should add 2+ million over last quarter.
3) All of SMTX's competitors are reporting double digit sales gains robust profits due to rebounds in the telecom, networking and computing sectors.
SMTX CANADIAN COUNTERPART CLS.TO JUST REPORTED OUTSTANDING RESULTS AND GUIDNANCE.
4)CEO quote: As expected, we utilized approximately $6.0 million in cash to finance our growth and higher level of activity at the end of the quarter", stated Jane Todd, Senior Vice President.
5)In the May Q1 Conference Call, the CEO noted a pronounced upturn in SMTX and Industry cycle. The CEO noted the Significant purchase of inventory at the end of the quarter.
6) The following comment was made by the SMTX sales VP in Q4 2005 Conference: "We also broadened our sales team’s geographic coverage, increased the number of sales leads by over 10 fold, and left the year with the healthiest sales funnel the company has seen in a number of years"
7) Go back back and look at last year sales. there was 12% improvement from Q1 to Q2.
8) SMTX reporting much earlier than last year always a good sign.
I would look AT LEAST 4 - 7 million over last quarter. So about 62-65 sales this quarter and $.10 per share.
In conclusion, SMTX represents a compelling investment opportunity: A profitable technology stock in the robust EMS sector trading at a huge discount to its peers. The disconnect between SMTX's performance and the share price WILL NOT LAST.
yes .45
SMTX's Canadian competitor CLS Great results and guidance..
http://finance.yahoo.com/q?s=cls
The whole market always comes to life in late October late November.. This should be 4.50 by then
Options set above market price:
Interesting: options set at $.15 and $.75
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4290970
DDDC: VOIP sector could EXPLODE on CLEC takeover speculation
CLEC takeover rumors was +80% earlier
DDDC is best growth story on NASDAQ under $2. DDDC has higher earnings than VOIP stock IBAS which is $8 with more shares OS. DDDC net sales (gross margin) have risen 12 straight quarters, and analysts have stated 2006 is the year VOIP really starts to take off. DDDC is serving all the big telcos, Verizon, AOL, so on.
DDDC NET revenue rose 10%, record earnings. The wall street crooks took it down on revenue fallimg sequentially, but net revenue(revenue after cost of sales) was UP 10% THIS QUARTER TO 3,900,000 UP OVER 50% IN LAST YEAR. Any company's objective is to maximize net revenue thats what DDDC managment is doing, THE DDDC EXPONENTIAL GROWTH CONTINUES. DDDC is focusing on revenue qualit and volume going after high margin business. DO THE MATH IN 5 SHORT QUARTERS DDD WILL BE EARNING 10 CENTS PER SHARE PER QUARTER.
DDDC NET REVENUE LAST 5 QUARTERS
2600
2700
3200
3500
3900
Also guidance the wayu I read it is for $21- $23 MM sales for rest of year, and he is being conservative for obvious reasons.
Good news on float what I expected, cash flow positive companies don't need to issue shares very often.
CHNR $6.5 +$1.40 $10 in no tome 1 MM float
CHNR SUPER LOW FLOAT MOMO HEDGE funds ran CHNR from $5 to $20 in a few months last year!
CHNR +10% 1 MM float PROFITABLE China stock $20 last year
Low float NASDAQ CHINA STOCKS EXPLODING
DDDC COOLCAT Pick Low float Gapper on Record earnings before bell 80% annual sales increase ($6 MM to nearly $12 MM)
For the second quarter of 2006, deltathree expects sequential revenue growth to be within the range of 5% to 10%. deltathree forecasts quarterly net income within the range of $0.01 per share to $0.02 per share, excluding the impact of stock-based compensation expense. The Company expects to record stock-based compensation expense of between $0.00 to 0.01 per share related to Financial Accounting Standard Board (SFAS) No. 123R.
Coolcat one of top small cap letters has long been very high on DDDC.
Double digits in 07
I am the first to agree holding into earnings is dangerous except SMTX is almost in a "commodity" market where all companies are enjoying a boom so there a very resonable inference of blowout earnings
SMTX Q2 earnings analysis:
SMTX will report Q2 results August 3. Indications are SMTX will post robust Q2 results for the following reasons:
1)Last quarter was traditionally the weakest for their 3 big customers, EMC/Ingenico/Mars. This quarter should see about 1-3 million extra in revenue from these companies.
2)The deal signed a year ago with Leitch, is ramping up volume (6 million + per quarter as of January 2006). In February, SMTX said the large Telecom production contract with BVC:LSE was ramping to full production during Q1 2006. The other 2 new major new customers procured in late 2005 are ramping up as well. Other smaller contracts signed a year ago may be picking up as well. This should add 2+ million over last quarter.
3) All of SMTX's competitors are reporting double digit sales gains robust profits due to rebounds in the telecom, networking and computing sectors.
4)CEO quote: As expected, we utilized approximately $6.0 million in cash to finance our growth and higher level of activity at the end of the quarter", stated Jane Todd, Senior Vice President.
5)In the May Q1 Conference Call, the CEO noted a pronounced upturn in SMTX and Industry cycle. The CEO noted the Significant purchase of inventory at the end of the quarter.
6) The following comment was made by the SMTX sales VP in Q4 2005 Conference: "We also broadened our sales team’s geographic coverage, increased the number of sales leads by over 10 fold, and left the year with the healthiest sales funnel the company has seen in a number of years"
7) Go back back and look at last year sales. there was 12% improvement from Q1 to Q2.
I would look AT LEAST 4 - 7 million over last quarter. So about 62-65 sales this quarter and $.10 per share.
In conclusion, SMTX represents a compelling investment opportunity: A profitable technology stock in the robust EMS sector trading at a huge discount to its peers. The disconnect between SMTX's performance and the share price WILL NOT LAST.
SMTX Q2 earnings analysis:
SMTX will report Q2 results August 3. Indications are SMTX will post robust Q2 results for the following reasons:
1)Last quarter was traditionally the weakest for their 3 big customers, EMC/Ingenico/Mars. This quarter should see about 1-3 million extra in revenue from these companies.
2)The deal signed a year ago with Leitch, is ramping up volume (6 million + per quarter as of January 2006). In February, SMTX said the large Telecom production contract with BVC:LSE was ramping to full production during Q1 2006. The other 2 new major new customers procured in late 2005 are ramping up as well. Other smaller contracts signed a year ago may be picking up as well. This should add 2+ million over last quarter.
3) All of SMTX's competitors are reporting double digit sales gains robust profits due to rebounds in the telecom, networking and computing sectors.
4)CEO quote: As expected, we utilized approximately $6.0 million in cash to finance our growth and higher level of activity at the end of the quarter", stated Jane Todd, Senior Vice President.
5)In the May Q1 Conference Call, the CEO noted a pronounced upturn in SMTX and Industry cycle. The CEO noted the Significant purchase of inventory at the end of the quarter.
6) The following comment was made by the SMTX sales VP in Q4 2005 Conference: "We also broadened our sales team’s geographic coverage, increased the number of sales leads by over 10 fold, and left the year with the healthiest sales funnel the company has seen in a number of years"
7) Go back back and look at last year sales. there was 12% improvement from Q1 to Q2.
I would look AT LEAST 4 - 7 million over last quarter. So about 62-65 sales this quarter and $.10 per share.
In conclusion, SMTX represents a compelling investment opportunity: A profitable technology stock in the robust EMS sector trading at a huge discount to its peers. The disconnect between SMTX's performance and the share price WILL NOT LAST.
SIMC $12 + target Earnings in a few weeks comparables will be monstrous 1.6 MM float hedgies will run her to $12 IMO
SMTX didn't give specific guidance but there are about 7 or 8 ancedotal pieces of information indicating blowout results.
EMS hot tomorrow.. FLEX has BLOWOUT earnings and guidance
http://biz.yahoo.com/prnews/060725/sftu101.html?.v=59
DDDC High of $2.11 today I expect $2.50 gap up on record earnings Thursday.. Of course with a super growth stock like DDDC every quarter is a record.
SIMC Thats how the game is played man- chill out the time these stocks move is when you think they never will.
Yep fluff is relative and AAGF is as fluffless as it gets.. no PR agency hired here just solid PR's inlike your SPIZ.PK
Funny, I thought AAGH was the antithesis of most OTC companies-- no fluff, just solid PR's low float, and cash flow positive.
DDDC moving pre earnings run
Potential 10 bagger? Here is One that will be IMO
A few posters have brought up the question- what is the next potential 10 bagger a la NTRI?
Here is my pick: DDDC. There isn't ONE other profitable NASDAQ stock out there with 80% annual sales growth trading for less than $2. What makes DDDC so special is that it is on the ground floor of a huge recession growth sector- VOIP. VOIP is absolutely HUGE in Latin america right now becuase it is so cheap. In that regard DDDC reminds me of ASKJ in 2002 when it was $2- It has turned the corner to cash flow positiive and GAAP positive, now increased revenue is gravy. Based opn simple math, if sales keep growing 12% per quarter DDDC will have $100 MM annual sales and $.40 EPS (based on historical margins) by end of 2007.
http://finance.yahoo.com/q/is?s=DDDC&annual
That was for KTCC. The More DD I do the more I like this gem- now have 25,000 shares. The balance sheet is fantastic relative to other EMS players, $30 MM current assets only $13 MM long term debt, higher than average margins, $60 MM tax loss carryforward, new business announced, left and right, 9 MM float 44% owned by institutions, 21 on IDB under 10 list, $.18 - $.20 EPS for Q4. The Hedge funds will take this to $10 + before earnings IMO
Great Conference Call Summary from Yahoo:
adding additional SMT lines in Mexico to serve new business won and will start generating revenue in Q1 but still have existing capacity in molding and assembly"
"continue to execute our strategy to expand our business with both existing and new customers, across a wide range of industries" (4:12)
"increasingly well positioned to win new business," with control of manufacturing costs and efficiencies and with R&D investments to ensure long-term competitiveness
in response to questions, said that margins have moved into the upper range of the industry norm with increasing revenues as fixed costs of manufacturing get abrorbed ("dramayically")
"furthermore, we are currently pursuing a number of other programs that could have a positive impact on our long-term ..." (in addition to FY2006 new program wins)
new program wins
"quaklifications to begin in first half .. revenues to follow (10:00)
"we will begin generating revenues in Q1" (10:40)
in response to the question whether each quarter will see higher revenue from new program wins, mgt said that they had seen that pattern in the past with new program wins
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