Spectra7 Microsystems Inc (SEV)

[SteveSchiets]

These are my thoughts I've send earlier to Proto. Please shine in what you think about the financials S7 has just reported.

Well, my opinion is that we have seen the last Q below 1M. From now on we will report multiple M's per quarter. It make sense they don't sell much 25G ACC cables. Operators won't replace their 25G DAC with 25G ACC. Going forward we should be good.

Pretty lame there is nothing on ABL. Looks like that will never happen. I will give it until december but that's pretty dead in the water. As long S7 can relay on Pasek to come up with the money, we are good.

They have reported a very weak Q in order to make a very nice Q4 report, imo. That 1M PR'ed order will be reported there.

I will give my Chinese buddy a ring to see how the 100G, 200G and 400G deployments are coming along.

I try to ignore the pumping about 5G. Let's first get those DC ACC cables out.

Margins are good dispate very low volumes. Higher volumes means higher margins? EBITDA is also looking good which could makes this company profitable really fast, imo