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Entries from June 2019

Identiv Is Turning The Corner

June 17th, 2019 · No Comments

The company is facing market changes with a shift towards more networked and integrated IoT-type solutions. Smart acquisitions and cooperation with other companies have enabled the company to be well positioned to take advantage, and the disproportionate growth in software and services testifies to this. The company enjoys solid revenue and margin growth and is […]

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Tags: INVE

RumbleOn Has It All To Prove

June 13th, 2019 · No Comments

On paper, their business model looked very promising and the company has indeed produced spectacular growth. However, developments still underwhelmed with six consecutive quarters of earnings misses, strategy shifts and a series of capital raises. Because previous management disappointments we can only rate it as a speculative buy but the potential is very large here. […]

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Tags: RMBL

PaySign’s Rampant Growth Is Set To Continue

June 11th, 2019 · No Comments

The advantage of having your own payments platform is that it can be leveraged, and this is what the company is doing. It started in one vertical, plasma with fairly simple cards, and it’s still growing fast here, but now is successfully moving to other verticals. The company enjoys 50%+ growth with 50% gross margins, […]

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Tags: PAYS

The Zynex Party Has Much Further To Go

June 10th, 2019 · No Comments

The medical device company sprouts SaaS-like metrics; 30%+ growth, 80% recurring revenues, 80%+ gross margin and it’s profitable and cash flow positive. The big sales force expansion depress these figures now, but will create a tremendous ratcheting up effect later. There are multiple expansion opportunities like overseas and other devices. Source: The Zynex Party Has […]

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Tags: ZYXI

It’s Lights On For Orion Energy Systems

June 10th, 2019 · No Comments

The company seems to have hit on a large customer propelling it forward from stagnant loss-making outfit to a fast-growing one that’s already near break-even. Needless to say that the share price isn’t only absorbing the sudden rampant growth itself, also the new, much increased profile of the company, rewarding it with higher multiples. While […]

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Tags: OESX

Breakthrough At Atomera?

June 6th, 2019 · No Comments

The company has interesting technology that speeds up transistors and they were increasing their customer pipeline. But only two companies have licensed their tech and revenues are almost negligible still. The company announced technological breakthroughs that could speed things up materially, but this is a speculative situation. Source: Breakthrough At Atomera? – Atomera Incorporated (NASDAQ:ATOM) […]

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Tags: ATOM

A Serious Threat Is Emerging To Apollo Endosurgery’s IGB Business

June 6th, 2019 · No Comments

After divesting its surgical products, the company has two main businesses left, the ESS and IGB business. We are quite optimistic about their ESS business as the company has just introduced a much better version of its OverStitch. However, its intragastric balloons’ business, good for one-third of revenues could be under threat from competition developing […]

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Tags: APEN

Ceragon Shares Have Fallen Too Much

June 6th, 2019 · No Comments

After disappointing Q1 figures, the shares of Ceragon have fallen back really a lot. The setback is temporary, according to management, with business back to usual levels from the present quarter onward. While the 5G backhaul ramp is more slow and steady than explosive (at least for now), valuation levels have come down to make […]

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Tags: CRNT

Rapidly Growing Pipeline At Inseego

June 4th, 2019 · No Comments

It looks like the long predicted 5G party is about to start and getting larger than we expected, with Inseego in talks with 30 mobile operators. The company is pretty confident it can get its 8-10 design wins this year, and it is halfway through that target already. Inseego’s international opportunities look to be much […]

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Tags: INSG

Tariff Man Strikes Again

June 1st, 2019 · Comments Off on Tariff Man Strikes Again

There are compelling reasons to assume that the U.S. goals in the trade dispute with China go way beyond just trade. The real goal is likely to slow the economic and technological rise of its main economic rival. With this becoming clearer and with recent escalations, there is no easy way out and the Trump […]

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Tags: China · Trade