shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries from August 2019

Here Is A Memory Player That Is Booming

August 31st, 2019 · Comments Off on Here Is A Memory Player That Is Booming

In the Q2CC, the CFO summed up the quarter as follows: “So I think everything is growing and they are all growing strongly.” And indeed, trade war nor a global manufacturing slowdown seem to have gotten a grip on this company. After having digested two acquisitions, margins and cash flow are also turning up. What’s […]

[Read more →]

Tags: IOTS

EyePoint Pharmaceuticals Is Eyeing 2 Big Market Opportunities

August 31st, 2019 · Comments Off on EyePoint Pharmaceuticals Is Eyeing 2 Big Market Opportunities

EyePoint Pharmaceuticals has just introduced two new treatments, YUTIQ and DEXYCU, both involve the slow release of steroids to prevent eye infections. Most of the elements for successful market penetration are already in place, and these markets are substantial. Depending on the speed of growth, the company might need another financing. While speculative, it’s a […]

[Read more →]

Tags: EYPT

Asure’s Sell-Off Is Overdone – Asure Software, Inc. 

August 31st, 2019 · Comments Off on Asure’s Sell-Off Is Overdone – Asure Software, Inc. 

The company produced good second-quarter figures, but shares sold off substantially, which is unwarranted in our view. There is a slight reduction in 2019 guidance, but this is immaterial. The shares carry very modest multiples really, and with the acquisitions and other investments behind us, 2020 looks like a promising year for the company. Source: […]

[Read more →]

Tags: ASUR

Inseego’s Sell-Off Opens An Opportunity

August 31st, 2019 · Comments Off on Inseego’s Sell-Off Opens An Opportunity

5G is arriving even faster than expected and presents a unique opportunity for the company, and even 4G is booming. Inseego’s SaaS telematics business is turning around, although the revenue ramp from its DMS and airline business is ramping slowly. Investors seem to be scared by the higher cost necessary for developing new 5G products […]

[Read more →]

Tags: INSG

Unimpressive Quarter At PAR Technology Corp.

August 31st, 2019 · Comments Off on Unimpressive Quarter At PAR Technology Corp.

Another quarter with losses, considerable revenue shrink, and without an acceleration of growth in its Brink SaaS software. Management argues that the groundwork has been laid for accelerating growth from Q4 onward. We still think the patient investor will be rewarded, but it seems that it’s going to take a little longer for things to […]

[Read more →]

Tags: PAR

IPG Photonics: Another Victim Of The Trade War

August 18th, 2019 · Comments Off on IPG Photonics: Another Victim Of The Trade War

Despite a strong sequential recovery, revenues are still down from last year as trade uncertainty and currency movements lead to price erosion bite. After the quarter, things have taken a turn for the worse again on escalating trade tensions and it’s difficult to see this ending anytime soon. However, the underlying health of the company […]

[Read more →]

Tags: IPGP

Pareteum’s Blowout Quarter, But Some Doubts Linger

August 18th, 2019 · Comments Off on Pareteum’s Blowout Quarter, But Some Doubts Linger

The company is in hyper growth, although a considerable part is due to acquisitions. Given the markets for CPaaS and IoT/Smart Cities are still in the early innings. We expect that growth to continue for quite some time. While not unusual for a company at this stage, worries about cash outflow and receivables linger and […]

[Read more →]

Tags: TEUM

Telaria, An Emerging CTV King

August 18th, 2019 · Comments Off on Telaria, An Emerging CTV King

Here is another company that benefits from the streaming revolution, and it seems pretty well-placed to continue to grow revenues at a very fast pace. Telaria is benefiting from a shift to programmatic and connected TV, and has shed its demand-side business to be more impartial and transparent. With faster-paced connected TV revenues an increasing […]

[Read more →]

Tags: TLRA

Intelligent Systems’ Growth Is Only In The Early Innings

August 18th, 2019 · Comments Off on Intelligent Systems’ Growth Is Only In The Early Innings

The shares seem to have shaken off the short reports, even though the company is bombarded with lawsuits. In the meantime, the company produced another stellar quarter, producing 64% revenue growth and considerable operational leverage. While the shares are not cheap and very volatile, we think that the growth of the company is only in […]

[Read more →]

Tags: INS

Blow-Out Quarter At Orion Energy Systems

August 18th, 2019 · Comments Off on Blow-Out Quarter At Orion Energy Systems

The company enjoyed a blow-out quarter based on a big national retrofit contract. Tripling revenues didn’t require any increase in CapEx or OpEx, which is something to keep in mind. While the timing of new orders is uncertain and not every quarter is going to be as good as this one, we think the company […]

[Read more →]

Tags: OESX