It’s Lights On For Orion Energy Systems
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 […]
Breakthrough At Atomera?
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. […]
A Serious Threat Is Emerging To Apollo Endosurgery’s IGB Business
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 […]
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 […]
Rapidly Growing Pipeline At Inseego
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 […]
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 […]
PAR Technology Is Transforming Into Something Much Better
The company almost hid a booming SaaS business, but under new management this is changing and it’s given a big boost. Brink, which is cloud POS software, is one of […]
LiveRamp Is Just At The Start Of Seriously Ramping Up
Its bread and butter business is benefiting from network effects, the result of the company’s independent position as the Switzerland of data onboarding. This is still in the early innings, […]
Ever-Higher Debt
There has been a remarkable turnaround in the perception of the dangers of public deficits and debts. This has gone from extreme alarm at the beginning of the decade towards […]
Intevac’s Improvement Isn’t Reflected In The Share Price
The company is doing better than expected and guides for 20%+ growth this year with positive profits and cash flow to boot. The company has two major market opportunities with […]