NeraTel    Last:0.168   -

Nera Telecommunications - The hidden Gem

 

I think there's money to be made in the cloud biz which has only recently gathered momentum. But you need good people on board. Our companies all cannot make it.

not_98percent      ( Date: 17-Nov-2017 14:18) Posted: I was a long-time (& probably a shade below the top-20) shareholder until about 3 years ago and I have moved-out for obvious reasons and never looked-back. Cloud? You are having cloudy-outlook!! Remember during the heydays of PC ...... the parties who took the bacon were M/S and Intel (lesser extent AMD) ..... the " manufacturer" of whatever brand ..... just assemble or out-sourced the assembly to someone else on razor-thin margin ...... so no diff in cloud-biz.

 

I was a long-time (& probably a shade below the top-20) shareholder until about 3 years ago and I have moved-out for obvious reasons and never looked-back. Cloud? You are having cloudy-outlook!! Remember during the heydays of PC ...... the parties who took the bacon were M/S and Intel (lesser extent AMD) ..... the " manufacturer" of whatever brand ..... just assemble or out-sourced the assembly to someone else on razor-thin margin ...... so no diff in cloud-biz. 
 

 

He's giving e.g. only. I still prefer long. At most hold if mkt goes down. But shorting could result in miss and no way to get out. It's for super confident people.

questionu      ( Date: 17-Nov-2017 13:22) Posted: 500k for 10k profit.   ???   If my memory does not fail me, have not see a high trading volume for this counter for months. For Long periods the whole day volume does not even  reach 400k. 500k? U one person trade the whole day?

 

500k for 10k profit.   ???   If my memory does not fail me, have not see a high trading
volume for this counter for months. For Long periods the whole day volume does not even 
reach 400k. 500k? U one person trade the whole day?

 

Don't buy too much into their cloud capability.. more marketing than anything else. Cloud is still dominated by amazon and Microsoft.. even singtel is struggling and swapping to co-exist with the big boys

I shorted from .395 down after earnings release play up .. Will cover and long back if price doesn't get below 0.37..

Don't forget ever 2 cents on 100 lots is 2k profit within a week after earnings release.. 500lots is 10k profit. Not difficult

TigTig      ( Date: 16-Nov-2017 20:21) Posted: Yeah, I saw the network infrastructure seems to be doing well, and the new CEO has been complimented on being the person driving it. The cloud services are growing at phenomenal rate, and here in SGX, can' t find a good cloud company.  I just did some checks, quick ones, and come to the conclusion there are some big boys dominating the cloud scene.  It' s hard for a Singaporean company to get a bite of the biz.    Probably, those with more success will be Singtel, but I don' t like that company, coz they can' t think out of the box.

 

There' s another name, but surprisingly it' s being sold down now.  Just need to do more checks.   

TigTig      ( Date: 16-Nov-2017 20:21) Posted: Yeah, I saw the network infrastructure seems to be doing well, and the new CEO has been complimented on being the person driving it. The cloud services are growing at phenomenal rate, and here in SGX, can' t find a good cloud company.  I just did some checks, quick ones, and come to the conclusion there are some big boys dominating the cloud scene.  It' s hard for a Singaporean company to get a bite of the biz.    Probably, those with more success will be Singtel, but I don' t like that company, coz they can' t think out of the box.

 

Yeah, I saw the network infrastructure seems to be doing well, and the new CEO has been complimented on being the person driving it.
The cloud services are growing at phenomenal rate, and here in SGX, can' t find a good cloud company. 
I just did some checks, quick ones, and come to the conclusion there are some big boys dominating the cloud scene.  It' s hard for a Singaporean company to get a bite of the biz.    Probably, those with more success will be Singtel, but I don' t like that company, coz they can' t think out of the box. 

 

Nera has quite a wide range of products and services regarding cloud computing. Got subsidiary in San Jose, USA, providing data storage and services. Definitely something to show http://www.nera.net/cloud-data-center.html

TigTig      ( Date: 15-Nov-2017 21:35) Posted: This statement is from the Chairwoman, AR 2016: " With Public and Private Cloud gaining traction, the Group will also continue to build competencies and solutions and seek out opportunities in the domains of Data Centre, Software Defined Networking as well as Cloud Infrastructure." Wonder if they are doing a lot in this area, or is it just marketing talk, as I noticed, there are only two electronic engineers in management, the rest are bean counters.    However, their network infrastructure seems bigger than the wireless side.    A lot of things they are not saying in their AR.    If they have a good product, the company' s potential to grow would be very good, but if they' re stuck in some technology that is becoming common, then it' s overpriced as they don' t have good assets or NAV, nothing to show for.    TigTig      ( Date: 15-Nov-2017 20:42) Posted: Been looking at this company recently.  Wondering what' s the data centre cloud offering.

 

N01.si has been showing support at 0.365 and resistance at 0.387. Technically, short term looks bullish, according to s g x . s t o x l i n e.

 

This statement is from the Chairwoman, AR 2016:
" With Public and Private Cloud gaining traction, the Group will also continue to build competencies and solutions and seek out opportunities in the domains of Data Centre, Software Defined Networking as well as Cloud Infrastructure."
Wonder if they are doing a lot in this area, or is it just marketing talk, as I noticed, there are only two electronic engineers in management, the rest are bean counters.    However, their network infrastructure seems bigger than the wireless side.    A lot of things they are not saying in their AR.    If they have a good product, the company' s potential to grow would be very good, but if they' re stuck in some technology that is becoming common, then it' s overpriced as they don' t have good assets or NAV, nothing to show for. 
 

TigTig      ( Date: 15-Nov-2017 20:42) Posted: Been looking at this company recently.  Wondering what' s the data centre cloud offering.

 

Been looking at this company recently.  Wondering what' s the data centre cloud offering. 

 

No one wants to buy at a bid higher at 0.375 hahaha dead stock

mingmataaaa      ( Date: 14-Nov-2017 12:17) Posted: Highly doubt it will reach 0.36. Massive buy queue at 0.37. Sell volume at 0.375 only meagre 20k shares. Previous low before release of good results is 0.37. Don't think it will fall beyond 0.37 imo leongyan      ( Date: 14-Nov-2017 11:54) Posted: They have got better results this Q.. but Nera has low volume trading but nonetheless dividend is pretty good. Queing to reload at 0.36 range.

 

Highly doubt it will reach 0.36. Massive buy queue at 0.37. Sell volume at 0.375 only meagre 20k shares. Previous low before release of good results is 0.37. Don't think it will fall beyond 0.37 imo

leongyan      ( Date: 14-Nov-2017 11:54) Posted: They have got better results this Q.. but Nera has low volume trading but nonetheless dividend is pretty good. Queing to reload at 0.36 range.. sheerluck      ( Date: 14-Nov-2017 10:49) Posted: If NeraTel keeps up with the current business  performance, it should have the ability to declare a final 2cts dividend.  1.5cts will be more prudent though. If they showed exceptional performance and declared a 2.5cts, then it might regain the attention from the market that it got for the past few years.

 

They have got better results this Q.. but Nera has low volume trading but nonetheless dividend is pretty good. Queing to reload at 0.36 range..

sheerluck      ( Date: 14-Nov-2017 10:49) Posted: If NeraTel keeps up with the current business  performance, it should have the ability to declare a final 2cts dividend.  1.5cts will be more prudent though. If they showed exceptional performance and declared a 2.5cts, then it might regain the attention from the market that it got for the past few years.

 

If NeraTel keeps up with the current business  performance, it should have the ability to declare a final 2cts dividend.  1.5cts will be more prudent though. If they showed exceptional performance and declared a 2.5cts, then it might regain the attention from the market that it got for the past few years.

 

This stock is still a hidden gem man. Profits for 9M 2017 already higher than full FY 2016 after the amount from sale of their Payment Solutions business is minused. High growth and demand market for wireless infrastructure, cloud services and network security in the coming years. At the rate their profit is growing again, a 2 cent or at least 1.5 cent dividend payout can be expected next quarter One for the future stock? Accumulating at 0.37... when its still low.. hold for next quarter

 

took profit at 0.395.. waiting fro 0.37 again

mingmataaaa      ( Date: 09-Nov-2017 10:48) Posted: Lost steam in upward movement already. Only after 2 days of releasing good results. blurtrader      ( Date: 07-Nov-2017 08:35) Posted: bump bump, check out the latest result

 

Lost steam in upward movement already. Only after 2 days of releasing good results.

blurtrader      ( Date: 07-Nov-2017 08:35) Posted: bump bump, check out the latest results blurtrader      ( Date: 02-Jun-2017 14:21) Posted: worth a try at current price, if Q2 results shows a continuation of growth in revenue and profits, price shall goes up. vested small amount, again

 

Waiting for analyst to cover