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these numbers are a weird somehow, because they did an offering with 12.5M + 1.875M shares back in dec.13
i appreciate it. thx
nice read. thx
it's just a shelf and no real offering right now.
'We may, from time to time in one or more offerings, offer and sell up to $100,000,000, in the aggregate, of shares of our common stock.'
there will be offerings coming for sure but nobody except the board knows when and at what price the offering will be and if warrants will be guaranteed or not.
guess you're right. happy camper here with this strong performance the last two days though.
for the long haul i definitly agree with you, but sometimes it's better safe than sorry. if someone would hand me that $10 right now i would sell and move on, though i believe it will probably go higher in 2014-2015 if the LTE market is growing as expected.
SQNS i would take a buyout for about $10 a share right now, but i prefer to see their revenue and gross margins growing the next quarters. with this French Development Bank we have strong backup, imo. they will probably get us a nice deal and i have nearly the same average as they got. lol.
sold @$13.04 now. better safe than sorry.
haven't decided yet. holding 1k @$13.30.
SQNS very nice report if they can get traction in the chinese market.
China's domestic 4G smartphone market is set for an explosive 1,500 percent growth in shipments this year, according to a new report by IHS Technology.
Shipments of 4G smartphones within China are forecast to reach 72.4 million units in 2014, from just 4.6 million last year, with the market expected to take off in the second half of the year.
4G mobile services, which are around five times faster than 3G, were first made available in China in 2012 on a trial basis. State-owned China Mobile, China Telecom and China Unicom were granted 4G licences in November 2013.
The growth in 4G take-up in China is set to continue, according to IHS. Shipments are expected to double next year to 144.1 million units, jump another 53 percent to 219.8 million in 2016 and end 2017 at 298.5 million units.
The forecast comes after China Mobile signed a deal with Apple which CEO Tim Cook told CNBC was a "watershed moment" for the company. iPhones went on sale in China earlier this month, and IHS expects Apple to sell more than 20 million of the handsets in the country this year.
"With support from the government and increasing clamour from the public, 4G smartphones will be the new hot market in China," Kevin Wang, director for China research at IHS, said in a press release.
"Already Beijing has granted licenses for TD-LTE, China's homegrown version of the 4G Long Term Evolution standard, to the state's three carriers. This way, China Mobile, China Telecom and China Unicom can all launch commercial 4G services whenever they wish."
Apple makes China debut
Apple is launching the iPhone 5S and cheaper 5C in China today. "We have long waited for this day to come," says Apple CEO Tim Cook. CNBC's Eunice Yoon reports.
But despite the expected 4G smartphone boom, they will only account for 19 percent of the entire China smartphone market this year, according to IHS. 3G handsets will still make up the majority of the market, and 2G models are also still available.
IHS predicts that 3G shipments will continue to dominate the China smartphone market for two more years, when 4G handsets will take over.
The report said domestic manufacturers are expected be the big winners of the smartphone boom, with Huawei Technologies, Lenovo and ZTE most likely to benefit. Samsung's Note 3 and the iPhone 5 are also likely to be big hits.
In China – like in the U.S. - the cost of a smartphone is heavily subsidized by carriers to encourage customers to sign up for long-term contracts.
Last year, the state's three operators spent a total of 27 billion renminbi (almost $4.5 billion) in subsidies for 3G smartphones - up 10 percent from 2012, which hurt net income for the companies, IHS said.
But the pick-up in smartphone shipments is likely to help shrink the so-called "grey market" for China-made handsets - where high-end smartphones are sold through unauthorized traders. The market, considered illegal by the Chinese authorities, will decline from 200.3 million units in 2013 to 183 million units this year, according to IHS.
http://www.cnbc.com/id/101370223
ROX - holding my shares tight and waiting for the breakout
SUPN $9.64 the last 2 days gains could have been a small short squeeze right before earnings. though earnings haven't been great the last 2Qs, there has always been a positiv stock reaction after they have been announced lately. looking foward to fill the gap @$9.81 but very little shares have been traded between $8.80 - $11.40. i think some volume could cause a heavy spike upwards to that number but just imo.
yesterdays gains could have been a small short squeeze right before earnings. though earnings haven't been great the last 2Qs, there has always been a positiv stock reaction after they have been announced lately. looking foward to fill the gap @$9.81 but very little shares have been traded between $8.80 - $11.40. i think some volume could cause a heavy spike upwards to that number but just imo.
currently holding positions in SQNS (big), SUPN, BAXS, RGDX, SQNM (medium), VNDA, DRRX, CBMX, ROX (small).
some have near term catalysts (VNDA, DRRX, SQNM), some i like the charts (BAXS, SUPN), some had big institutional or insider buying (RGDX, ROX, CBMX) and others are long term plays (SQNS).
have i nice weekend folks.
me too. i have near 20% of my portfolio in SQNS now. quite a lot for me but i definitly like my odds here. the run hasn't even begun now, imo.
finished loading SQNS today and have now my full position here. wanted to wait for the final breakout that obviously occured today. got my last tranche @$2.12 EOD. GL to all longs. may we get a nice ride in 2014.
no approval yet. only positive ADCOM. PDUFA date is in february. fyi
i'm out as well. got burned several times when holding through RS. especially because i can't trade the splitted shares for some days after the RS. shorts often kill the price during that timeframe so i just want to stay flexible and buy back after the RS depending on the price action then.
i'm pretty bullish on it. they did a financing last december, had some serious insitutional buying lately and they have small float with a lot of shorts.
they have a deal with SQNM and have some contracts done recently. looking at the chart it could pop hard any moment and if i would look out for the low $4 range to sell. JMO
BAXS - bought some @$1.12
chart looks really nice
yeah, you're definitly right. kids are an enormous market nowadays.
they will. at least when revenue and gross profit will be ramping up.
so let's do one or two other design wins and this puppy will skyrocket.
wow. nice. that was fast. lol. like it a lot too.
probably they are not allowed to announce it by now and had to remove it due to the KURIO producer. guess we'll find it out soon.
i looked it up using google and it seems like it was on SQNS homepage 4h ago but is now deleted for some reason. odd.
SQNS Sequans Communications SA ADR : Sequans Powers New Kurio 7x 4G LTE
https://twitter.com/cabuyer/status/420546642664640512
SUPN $8.05 - first weekly close above $8 since nov. 2012. big short position here. could get interesting in the coming weeks.
first weekly close above $8 since nov. 2012. big short position here. could get interesting in the coming weeks.
SQNS - added some @$2.00 today. we may see a move here over the next few trading days.
LJPC joined you guys with a position @$0.161.
thx a lot for the heads up $heff. i remember you picking TTNP last year and it ran like crazy in the following months.
inst. holding is very strong here, especially for an OTC and the TAs are looking nice here.
GL and a happy new year to the best biotechboard i know and especially to you $heff. i appreciate your outstanding work on this board.
SQNM - got me a small chunk @$2.30. thx for the heads-up.
curious to see PGNX and CHTP climbing higher in january because of their strong catalysts or dipping because of TA and being overbought.
SQNS - Craig Hallum initiated with buy 12/19/2013
http://www.analystratings.net/stocks/NASDAQ/SQNS/?RegistrationCode=SocialMedia-Twitter
didnt't know if everybody is aware of this coverage.
SUPN market cap is ~$265M (OS ~31M shares) with 2 approved drugs now selling (the 1st since feb.13 and the 2nd since sept.13) and getting royalties from a 3rd now.
they've enough cash through 2014, some p2 drugs in the pipeline and are expecting to be cashflow breakeven at the end of 2014.
and there are about 28% shares of float short 11/29/2013 with insider holding 25.4M shares per 09/30/2013.
from schedule 14a:
"As of December 11, 2013, of the 75,000,000 shares of common stock we are authorized to issue pursuant to our Restated Certificate of Incorporation, (i) 30,973,850 shares were issued and outstanding, (ii) 27,028,913 shares were reserved for issuance including in connection with future conversions or exercises of outstanding preferred stock, options and warrants and (iii) only 16,997,237 shares were unissued and otherwise unreserved. "
12.5M/17M would be $0.735 per share. seems quite expensive for DARA right now...
maybe i should trace you, because you are my personal contraindicator. OMER, TZYM, CHTP, ABIO ... every stock we met i could have made a fortune. some i did get solid gains (TZYM, CHTP, ABIO) and OMER i did sell well to early. they all went up after you argued to short it or at least to stay on the sidelines. keep up the good work for me.
definitly. it seems that they are getting their ducks in a row. i really like what i see here.