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Messages - rayongthai

#1
Once SIMC goes over $6 it will never look back IMO. Those who sold in December for tax losses will start buying back before the uncoming blockbuster earnings.
#2
Once SIMC goes over $6 it will never look back IMO. Those who sold in December for tax losses will start buying back before the uncoming blockbuster earnings.
#3
Penny Stock Picking / Re: SIMC.................
January 08, 2007, 02:56:53 PM
Th BIG BOUNCE is just ahead. Radar this one. Superundervalued explosive low floater
#4
BOTTOM REACHED....FLOAT IS ONLY 1.6M SHARES.

SUPERUNDERVALUED SIMC COULD DOUBLE/TRIPLE AFTER EARNINGS......



Take a look at SIMC's very favorable comparables for 4Q 2006 and FY 2006 vs. its 2005. 4Q 2006 ended December 31. 2006.:

* $110M FY 2006 Estimated Revenues vs. FY 2005 revenues OF $61M........Up 90+%!!!!

* $2.5M 2006 estimated Net Income or 40c/share vs. $950K or 15c/sh in 2005....Up 250%!!!

* 4Q 2006 estimated Revenues of $31M vs. 4Q 2005 Revenue of $18M......Up 70%+

* 4Q 2006 estimated Net Income of $650K..10c/share vs. 4Q 2005 Net Income of $192K or 3c/share........a 300% increase!!

The link below shows SIMC's consistent growth the last several quarters...both in revenues and net income.

http://finance.yahoo.com/q/is?s=SIMC

SIMC has done an amazing job at quickly integrating these new acquisitions without causing disruptions to its consistently profitable path. SIMC has been profitable 9 of the last 10 years (except 2001).

SIMC has been growing organically and through carefully selected acquisitions. These acquisitions are helping SIMC diversify into new economy sctors such as the recent aquisition of Litton InterConnect a profitable division of Northrop Grunman with dozens of established customers in the defense and aerospace industries.

Litton Interconnect is a world-leading supplier of high-performance backplane interconnect solutions to major blue-chip customers in markets as diverse as network, wireline and wireless infrastructure, defense and electronic data processing. Backplane interconnect systems form the core of high-end electronic systems and provide the means for power distribution and data communications between electronic sub-system building blocks.

Worldwide, SIMC operates 16 manufacturing plants in China, Singapore, Mexico, Scottland, and several plants in the United States. With this diverse array of plants and hundreds of established companies in the the data processing, telecommunications, aerospace, defense, national security, instrumentation and food preparation equipment industries, SIMC is not dependent on a location, a large customer, or a specific industry to deliver consitently profitable quarters.


+++++SIMC INVESTMENT HIGHLIGHTS:


* 1.6 Million Shares in Float

* Profitable in 9 of 10 years (2001 was the exception)

* 2006 9-month net income is 30c/share compared to 12c/share in 2005

* 2006 9-month revenues of over $80M....over 90% increase compared to $43M in 2005

* Insiders own 75% of the company.


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, aerospace, defense, national security, 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 turnkey contract manufacturing services and total systems assembly and integration. It also delivers manufacturing and test engineering services and materials management for customers' high-tech and rapidly changing products.

Always do your own DD and invest at your own risk
#5
Stock Picking / Re: GIGA
January 08, 2007, 10:33:49 AM
GIGA is GREAKING OUT!!!!

http://stockcharts.com/charts/gallery.html?GIGA


Keep an eye on GIGA. The company will announce it's 3Q earnings report date this week. I expect the stock to rally since guidance for the next two quarters is very bullish. In my opinion GIGA will behave just like it did 2 years ago when it went from $2 to over $8 (lower/weekly chart).

#6
Stock Picking / Re: HAUP is hopping!!
January 08, 2007, 10:21:44 AM
TODAY"S CES NEWS......VISTA>>>VISTA>>>VISTA

Hauppauge Launches New WinTV Products for Windows Vista

Monday January 8, 9:01 am ET

Four New Vista Compatible Products for Analog and Digital TV Reception Introduced at CES


http://biz.yahoo.com/bw/070108/20070108005838.html?.v=1


CES IS ICING ON CAKE...REAL REASONS WHY HAUP WILL BE $15 IN 2007

$98M in Revenues...25c/share net income...Growing at 20%/year....$1/share cash...No debt.....$67M market cap....4.5M share float.

.....and HAUP's P/S ratio is less than 0.7!!!....comparables are trading between 1.5 and 4.5

When HAUP reports 1Q 2007 earnings during the 3rd week of February it will likely report revenues in excess of $30 for the first time. 1Q net income will likely exceed the total fiscal 2006 net income of 25c/share.


Here is 2006 record/surprise earnings report summary (reported on December 26):


** Sales increase of 24% leads to record fiscal year sales of $97.7 million (compared to $78.5M in 2005).

** Net income increases by 74% for fiscal 2006 (25c/share vs. 15c/share in 2005).

** Cash increased from $7.9M in 2005 to $9M in 2006 or $1/share

** ZERO long-term debt


RECENT OEM AGREEMENTS THAT WILL FUEL HAUP'S FUTURE GROWTH


HAUP and Orb Networks have a strong partnership. Orb is now bundled with Hauppauge's WinTV products in the U.S. as well as in the UK.

Orb provides the technology base to let you watch your home media content wherever you happen to be. Music, video and pictures from your home can be available to you whether you are waiting at the airport, sitting in your car, or stuck late at the office.

The potential seems virtually unlimited, and if Orb continues to catch on. So far, over 1.5 million hours of media have been streamed by Orb customers

Replay TV and HAUP are now teaming to go after TIVO and others in the sector. Replay TV provides the software and Hauppauge provides the hardware and additional software. Together they provide more flexibility and power than TIVO, including the use of mobile devices, and a fraction of the TIVO's cost.

Replay TV is owned by multi-billion dollar entertaiment/consumer electronics' giant D&M Holdings. D&M owns industry flagships such as Denon, Marantz, McIntosh, Boston Acoustics, Snell Acoustics, Escient, and Replay TV. D&M Holdings acquired Denon and Marantz in 2002; McIntosh in 2003; Replay TV in 2004; Boston Acosutics and Snell in 2005.

COMMENTS FROM CEO PLOTKIN REGARDING HAUP'S MOSR RECENT FINANCIAL RESULTS:

"We believe that our sales increase for the year was due primarily to the growing acceptance of TV as part of the PC multimedia experience, a market we serve with our WinTV-PVR, WinTV-NOVA and WinTV-HVR products.

Helping the sales increase in the quarter was growth in sales of our digital TV tuner receivers for PCs and notebooks plus sales growth of TV receivers for Media Center PCs. In addition, we saw a turnaround in European sales when compared to the previous year's fourth quarter.

During the quarter, we started shipping the WinTV-HVR-950 "stick", our hybrid dual format TV tuner for North America plus the new quad format WinTV-HVR-4000 designed for the European market. The WinTV-HVR-950 stick is a pocket sized, external TV receiver which allows for the viewing of ATSC high definition TV plus NTSC cable TV on your PC or laptop. The WinTV-HVR-4000 is Hauppauge's first product with high-definition satellite TV reception.

For the fiscal year, strong sales of our TV receivers for Media Center PCs plus sales of newly introduced digital TV receivers contributed to a 24% annual sales growth. By keeping corporate expenses under control while we increased our R&D budget, we were able to see a 74% increase in net income and also introduced a record number of new products."

Do your DD....
#7
Stock Picking / Re: HAUP is hopping!!
January 07, 2007, 08:21:38 PM
Let's see what HAUP brings to the CES show in Las Vegas. I expect an announcement in the next two days.
#8
Stock Picking / Re: PNS is Performing
January 05, 2007, 02:04:35 AM
PNS is quietly moving up towards my $3+ target by the end of January, 2007.
#10
Stock Picking / Re: HAUP is hopping!!
January 04, 2007, 02:25:57 PM
HAUP will rally at the end of the day and into tomorrow IMO.  With CES show in Vegas next week, HAUP could be a big gainer next week and beyond. Remember, record 1Q 2007 earnings are expected 6 weeks from now.

Right now HAUP is undervalued  trading at 0.6 P/S and growing at 20%/year. Net income in 2007 could reach 50c/share for the first time in company's history with all the big OEM deals that HAUP recently inked.
#11
Stock Picking / Re: GIGA
January 04, 2007, 11:41:41 AM
GIGA is ready to move up. See ya at $2.8 next week. Once the earnings day is announced, you will witness the power of GIGA. It reminds me a lot of HAUP when volume increases.
#12
Stock Picking / Re: GIGA
January 04, 2007, 09:22:27 AM
OK....let's see if GIGA will have a gigayear this year. My bones tell me ..yessssss!!!
#13
Stock Picking / Re: GIGA
January 04, 2007, 12:06:00 AM
Soxguy,

I have my HAUP shares tucked away util after 1Q 2007 earnings in Late February.  I am not a swing trader...I invest mid and long term. I buy low and sell high. My  HAUP cost basis is just a little over $5. My target price is $10+. Stocks go up and down on a daily basis. I am not worried about the current downtrend because the fundamentals are strong and can support higher prices.

GIGA could be a nice surprise in 2007. I suggest that you listen the last CC.....it's in the website. You can sense the new CEO's excitement about the short and long term prospects.
#14
GIGA, with less than 2M share float, could be a big winner after it reports fiscal 3Q 2007 earnings this month.

GIGA will announce its earnings date this week. The pps and volume are starting to go up in anticipation of earnings and the start of the "January effect."

http://stockcharts.com/charts/gallery.html?giga

I expect GIGA to behave like it did in 2005 when it went steadily from about $2 to over $8 (see lower weekly chart above). This is because the fundamentals have improved significantly in recent months since the company was reorganized and realigned (compared to the 2006 performance when the stock underperformed).

Back in October 2006, GIGA gained $1 to $2.6 after it announced its 2Q 2007 earnings results,  even though it posted a loss of over $400K. The loss, however, was significantly lower than the corresponding quarter the year before.

During the 2Q 2007 CC the CEO said that 3Q to be announced this month will be a lot stronger than 2Q and that it expects to break even.  He expects further improvement in Q4 predicting that GIGA will return to profitability.....just like it did in 2005. The 2Q 2007 CC is still available at the company website.

GIGA is currently trading at a P/S of 0.5. Competitors trade at an average 2.0 P/S.  Therefore, GIGA has a lot of room for upward movement to catch up with competetitors' valuations. GIGA's balance sheet remains strong.


About GIGA:

Giga-tronics Incorporated (Nasdaq: GIGA) engages in the design, manufacture, and marketing of various test and measurement equipment used in the development, test, and maintenance of wireless communications products and systems, flight navigational equipment, electronic defense systems, and automatic testing systems. These products are used primarily in the design, production, repair, and maintenance of commercial telecommunications, radar, and electronic warfare equipment.
#15
Come on boatguy...."many PRs leading to blowout numbers"???

Be realistic amigo......ONT has never made more that $2M/Quarter and it currently trades at un unbelievably high 20+ P/S....and it has never made a single penny in profit. The potential has always been there but ONT has always been a perennial loser

http://finance.yahoo.com/q/is?s=ONT

Are you telling me that a few PR's will make it go from less than $2M/quarter to over $10M/Q instantly??...do you know the size of those deals?...do you know when they recognize revenues?...do you know the profit margins on those deals??

The balance sheet is very poor. In fact, ONT is in violation of the minimum $2.5M stockholders equity required by Nasdaq. If Nasdaq notices that, they get a delisting  notice right away.

http://finance.yahoo.com/q/bs?s=ONT

Sounds like a lot of mindless pumping to me.