- Revenue and margins are turning in the plagued Mobile/IoT division.
- The company got rid of a substantial liability and achieved a big cash injection.
- It is well placed to take advantage of multiple big market opportunities in 5G, aviation, and DMS.
- We think shares can still be bought at these levels.
Source: SHU Portfolio: The Clouds Are Lifting For Inseego – Inseego Corp. (NASDAQ:INSG) | Seeking Alpha