3SOF

David is my lucky charm. As soon as he mentioned the low volume on this stock, volume picked up for 2 cosecutive days!!!

Thank you!!

David,

Thank you for your comments. I am buying VRYA with both hands. Wish me luck. My HAUP is doing great today....and it is just warming up for a torrid late-year rally. You might want to check that one out

VRYA is on the verge on returning to profitability. When it does, it will be explosive because most small caps in the sector like CKSW, IINT have had significant gains lately. VRYA is the laggard of the sector but not for long IMO.  The beauty of VRYA is that there are only 4.5M share float, and when it gets some volume it is literallly a rocket.

For VRYA to have a valuation equivalent to CKSW it would have to trade at $6+.VRYA is trading at a P/S of 0.57 while CKSW is already trading at a P/S of 3.2.  VRYA traded at those prices not long ago (see bottom weekly chart).

http://stockcharts.com/gallery/?vrya

VRYA has improved its quarterly results each quarter the last 3 quarters. It has even squeezed in a profit the last quarter (although it was mostly from a credit, but it did break even operationally for the first time in several quarter).

When VRYA reports its 3Q 2006 earnings report next week it could be a huge gainer if it shows a profit. Last year, VRYA reported a $2M loss or 30c/share for 3Q 2005.  The successful implementation of a restructuring program implemented in the last two quarters has increased margings while operating costs have gone down significantly.

FROM VRYA's MOST RECENT ERANINGS RELEASE:

http://biz.yahoo.com/bw/060824/200608240...

Net income for the second quarter of 2006 was $0.4M or $0.05 per basic and diluted share, compared to a net loss of $1.4M or $0.23 per basic and diluted share for the second quarter of 2005, and compared to a net loss of $0.7M or $0.09 per basic and diluted share for the first quarter of 2006. The net loss for the first six months of 2006 was $0.3M or $0.03 per basic and diluted share, compared to a net loss of $2.5M or $0.41 per basic and diluted share for the comparable period in 2005.

Operating results for the second quarter of 2006 were essentially break-even with an operating loss of $15,000, compared to an operating loss of $1.3M for the second quarter of 2005, and compared to an operating loss of $0.4M for the first quarter of 2006. The operating results for the second quarter of 2006 reflect the full benefit of the organization realignment and cost reduction actions taken during the first quarter of 2006 that resulted in substantial savings in operating expenses and cost of services.

"We are pleased with the improvement we have made in our operating results for this quarter compared to prior periods. We are committed to achieving sustained profitability and it is reassuring to see the progress we have made and the benefits from the actions taken reflected in the results for the quarter," stated Memy Ish-Shalom, President and CEO, ViryaNet. "We have made significant improvements in ViryaNet during the quarter and expect continued benefit from these efforts, including initiatives to better serve our customers and streamline our operations which resulted in four new customer wins including significant channel deals that opened up two new markets for us. We also continued our focus on quality and customer satisfaction, and brought three customers live with our products."

Do your own DD and invest at your own risk.

I agree...CKSW and VRYA are in a hot sector which is ecpected to continue to grow. Most companies are trying to do more with less people. CKSW, VRYA, and others in the sector enable companies to optimize service personnel activities to improve customer service.

Keep an eye on VRYA. I believe that it will pass CKSW real soon.

NEW CONTRACT ANNOUNCED TODAY:

http://biz.yahoo.com/iw/061116/0185121.html

Take a look at this sizable new win at the beginning of this quarter. And the company did not even make an announcement!..

http://www.aspective.com/PressRoom/Press

THIS ONE WILL ZIZZLE ......NOT FIZZLE SOON.........DO YOUR DD

VRYA accumulation continues. CKSW's earnings will give clues about the sector's health. I expect continued strong performance.

I call tiny float when it is less than 5M shares. Small float when it is less than 20M shares. Large float over 50M shares. There is no clear definition on this subject. The lower the number of shares in the public foat, the more volatile the stock. VRYA has a huge reward to risk ratio IMO. The company is at the verge of becoming profitable, has great products, a long list of big customers like T-Mobile, Aquila, and others.

Those $1 shares are being depleted fast this morning.

 

PDEX $1.19 reported strong 1Q 2005 results after hours today...

Pro-Dex, Inc. Announces First Quarter Fiscal 2007 Financial Results
Tuesday November 14, 4:10 pm ET
 
Sales Increase 39% for the Quarter; Company Reports $0.03 EPS
Backlog as of 9/30/06 of $9.1 Million vs. $7.6 Million at 9/30/05 and $11.7 Million at 6/30/06


SANTA ANA, Calif., Nov. 14 /PRNewswire-FirstCall/ -- PRO-DEX, INC. (Nasdaq: PDEX - News) a developer and manufacturer of embedded motion control, miniature rotary drive systems and fractional horsepower DC motors, which enables speed-to-market for customers who serve the medical, dental, factory automation, scientific research, aerospace and military markets, today announced financial results for the first quarter ending September 30, 2006.
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Consolidated net sales for the first quarter were $5.2 million, an increase of 39 percent compared to the first quarter of fiscal 2006. Net income for the first quarter was $242,000, or $0.03 per basic and $0.02 per diluted share, compared to net income of $262,000, or $0.03 per basic and diluted share for the first quarter last year. In calculating earnings per share, the Company utilized 9.8 million fully diluted shares for the fiscal 2007 first quarter and 10.0 million diluted shares for the 2006 fiscal first quarter.

Mark P. Murphy, the Company's President and Chief Executive Officer, commented, "We are pleased to announce another quarter with revenues north of $5 million as we align the organization to realize the Company's earnings potential and continue to improve the reliability of our products through enhanced designs and a focus on quality. We are very excited to announce the addition of Mr. Joe Rotino as the Company's new Vice President of Quality Management and Regulatory Affairs. Joe brings over 20 years of experience in medical and dental device manufacturing, having worked for Kendall McGaw Labs, Baxter Healthcare, and Sybron Dental. He holds a BA in Mathematics and a Masters in Quality Assurance. In addition to his technical strengths, Joe's collaborative and energetic leadership style will most certainly bring us to the next level of quality focus we require."

Gross profit for the first quarter was $2.0 million, or 38 percent of sales, compared with gross profit of $1.7 million, or 45 percent of sales in the first quarter last year and compared sequentially with $1.7 million, or 32 percent of sales in the fourth quarter of fiscal year 2006. Approximately 5 percent of the difference in gross profit margin compared to the prior-year first quarter is due to lower margins associated with the Astromec products that have margins in the 20-30 percent range. The remaining 2 percent of the reduction was due to other factors.

Operating expenses increased by 21 percent to $1.6 million compared to $1.3 million in the first quarter of last year. Compared to last quarter, operating expenses increased $86 thousand. The increase over the first quarter of last year is associated with higher product development and increased sales and marketing costs. Included in operating expenses for the first quarter of fiscal 2007 compared to the first quarter of fiscal 2006 was a 33 percent increase in selling expenses, a 3 percent decrease in general and administrative expenses and a 46 percent increase in research and development expense. The addition of Pro-Dex Astromec added $79,000 to the total consolidated research and development costs and the remainder of the increase was due to approximately $46,000 in higher personnel costs and $76,000 for increased independent research, training and tooling costs.

Mr. Murphy continued, "The improvement in our gross margins from 32% last quarter to 38% this quarter is a positive sign that we are moving in the right direction, but there is much work ahead of us. As part of our effort to improve our engineering capabilities and strengthen our infrastructure to meet demand, we have invested in independent engineering research, employee training, software tools, and improved equipment. We are also aggressively recruiting engineering talent. We believe that these initiatives will improve our speed-to-market expertise for our customers while maintaining outstanding levels of quality. We completed the quarter with a backlog of $9.1 million compared with a backlog of $11.7 million at June 30 and recorded over $2.5 million in new order bookings. Since September 30, 2006, our backlog has climbed back up to $10.7 million, demonstrating ongoing demand for our products. We continue to believe we are well positioned to succeed, based on strong demand for our services, ongoing profitability, sustained cash generation and a company-wide commitment to seize all opportunities for improvement."

Pro-Dex completed the first quarter with cash and cash equivalents of $295,000 compared to cash and cash equivalents of $358,000 as of June 30, 2006. The Company generated more than $695,000 in operating cash during the first quarter and reduced its credit line borrowings by $500,000 during that period, leaving $400,000 of its credit line available at the end of the quarter. Total working capital was $6.2 million as of September 30, 2006 compared to $6.1 million on June 30, 2006. Shareholder's equity increased 2 percent to $12.3 million from 12.1 million as of June 30, 2006.

Teleconference Information:

Investors and all others are invited to listen to a conference call discussing the first quarter 2007 results, today at 4:30 p.m. Eastern Time. The call is scheduled to be broadcast live over the Internet on Tuesday, November 14, 2006 at 4:30 p.m. Eastern Time and may be accessed by visiting the Company's website at www.pro-dex.com. Mark Murphy, Chief Executive Officer and Jeff Ritchey, Chief Financial Officer, plan to host the call. If you would like to join the call, dial (866) 323-3543 U.S. and (706) 679-0672 International, conference I.D. 1725571. You may identify the call as the Pro-Dex First Quarter Earnings Call.

VRYA is looking strong. This one will breakout soon after months of heavy accumulation at about $1.

PDEX: Low float,consistently profitable, super undervalued, earnings AH today. Could be a nice gainer

Keep an eye on this one. PDEX will report 1Q 2007 AH today. Backlog at the end of 4Q 2006 was very strong...stronger than the prior quarter. Revenues in 4Q 2006 were a record $5.3M.

PDEX reported 9c/share for 2006. Lower than 2005, but the company has identified the reasons for the decline and it is addrressing those issues. PDEX is trading at its 52-week low, and it is a great opportunity to load up on a low-float profitable company trading at a trailing P/E of 13 and P/S of about 0.5.

VRYA is on the verge on returning to profitability. When it does, it will be explosive because most small caps in the sector like CKSW, IINT have had significant gains lately. VRYA is the laggard of the sector but not for long IMO.  The beauty of VRYA is that there are only 4.5M share float, and when it gets some volume it is literallly a rocket.

For VRYA to have a valuation equivalent to CKSW it would have to trade at $6+.VRYA is trading at a P/S of 0.57 while CKSW is already trading at a P/S of 3.2.  VRYA traded at those prices not long ago (see bottom weekly chart).

http://stockcharts.com/gallery/?vrya

VRYA has improved its quarterly results each quarter the last 3 quarters. It has even squeezed in a profit the last quarter (although it was mostly from a credit, but it did break even operationally for the first time in several quarter).

When VRYA reports its 3Q 2006 earnings report next week it could be a huge gainer if it shows a profit. Last year, VRYA reported a $2M loss or 30c/share for 3Q 2005.  The successful implementation of a restructuring program implemented in the last two quarters has increased margings while operating costs have gone down significantly.

FROM VRYA's MOST RECENT ERANINGS RELEASE:

http://biz.yahoo.com/bw/060824/200608240...

Net income for the second quarter of 2006 was $0.4M or $0.05 per basic and diluted share, compared to a net loss of $1.4M or $0.23 per basic and diluted share for the second quarter of 2005, and compared to a net loss of $0.7M or $0.09 per basic and diluted share for the first quarter of 2006. The net loss for the first six months of 2006 was $0.3M or $0.03 per basic and diluted share, compared to a net loss of $2.5M or $0.41 per basic and diluted share for the comparable period in 2005.

Operating results for the second quarter of 2006 were essentially break-even with an operating loss of $15,000, compared to an operating loss of $1.3M for the second quarter of 2005, and compared to an operating loss of $0.4M for the first quarter of 2006. The operating results for the second quarter of 2006 reflect the full benefit of the organization realignment and cost reduction actions taken during the first quarter of 2006 that resulted in substantial savings in operating expenses and cost of services.

"We are pleased with the improvement we have made in our operating results for this quarter compared to prior periods. We are committed to achieving sustained profitability and it is reassuring to see the progress we have made and the benefits from the actions taken reflected in the results for the quarter," stated Memy Ish-Shalom, President and CEO, ViryaNet. "We have made significant improvements in ViryaNet during the quarter and expect continued benefit from these efforts, including initiatives to better serve our customers and streamline our operations which resulted in four new customer wins including significant channel deals that opened up two new markets for us. We also continued our focus on quality and customer satisfaction, and brought three customers live with our products."

Do your own DD and invest at your own risk.