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Opportunities in smallcaps

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Ceragon Has Further To Run

September 20th, 2020 · Comments Off on Ceragon Has Further To Run

The company had a good second quarter and there are several tailwinds blowing, despite the residual uncertainty with respect to the pandemic. Gross profits are set to increase meaningfully in Q3 with the company returning to more normal revenue and gross margin ranges. While a good deal of the recovery is already priced in, the […]

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Tags: CRNT

Ceragon’s Recovery Will Only Happen In H2 2020

November 8th, 2019 · Comments Off on Ceragon’s Recovery Will Only Happen In H2 2020

The company is supposed to be a big beneficiary from the 5G network build-out, but this is happening much slower than hoped, especially in its largest market, India. As a result, revenues came in very soft, and a meaningful recovery isn’t expected before H2. So, it looks like dead money for a while. But the […]

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Tags: CRNT

Ceragon Shares Have Fallen Too Much

June 6th, 2019 · Comments Off on Ceragon Shares Have Fallen Too Much

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

More Small-Cap Opportunities

December 26th, 2017 · Comments Off on More Small-Cap Opportunities

Three new small caps that have sold off lately while the fundamental story is intact. Electro Scientific just gave back some of its astronomical gains, but it is firing out on all cylinders. MagnaChip had some tax issues, and Ceragon’s share price has receded after announcing a big Indian order. Source: More Small-Cap Opportunities | […]

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Tags: CRNT · ESIO · MX