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   Technology StocksSequans, the investors board


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To: frmrVZguy who wrote (241)8/6/2019 1:53:55 PM
From: frmrVZguy
   of 256
 
Shots fired by Dept of Treasury in Banking Wars: Here's how to understand the Investing opportunity.
---------
So, What the H3LL is going on with USA v PRC trading agreements?

All those Rastafarians and Rasputniks and Blavatsky devotees in the liberal anti-POTUS crowd will never get it reported truthfully. The TRUTH isn't found in the smoke of a blunt. And isn't that odd that that's what they were accusing the snake-handler RNC-types of? Pentecostal Mentalism?

- China is in a desperate cash-flow bind and has been reaching for Equities, and cash from PRC entities without warning or permission to satisfy basic bookkeeping in their over-leveraged Market.
- Overseas accounts received a mini-flash crash in FOREX to permit ROI at the point of a spear/sword/pistol. PRC demanded a cash injection from its overseas accounts and they did it with a small FOREX rate sweetener. Rush to cash via equities sales.

= >> POTUS isn't stupid and POTUS doesn't want to destroy the Market here nor there where we sell STUFF that come home to USofA. (Duh!)
=>> IMO this mini-flash crash in FOREX was actually a _coordinated_ _action_ between USA and PRC in a very gentlemanly and Statesman-like fashion with EU awareness following years of EU Regulatory actions BECAUSE....

=>> China has been warned that our Treasury is about to initiate a very forceful regulatory period just like Spain did with all those Chinese Nationals over there who were sending cash home to PRC without declaring nor paying taxes. Banks seized accounts without warning. PRC criminals are likely doing the same thing here and now its our turn to seize accounts and they kn ow it. PRC wants its haircut NOW.

=>> POTUS has actually acted with great tact in demonstrating to Xi that he doesn't want to destroy his economy but he is dayum shore gonna enforce the behavior expected and now demanded. I see a high level of Statesmanship.
= >> this is a way that POTUS is showing Xi that he is a Leader that can be negotiated with and will set expectations and stick to them. The alternative in the DNC camp is .... unknown. And if that person were negotiating silently behind the scenes, well that would be an act of treason and illegal Agency.
PRC may not like getting caught with their hand in the cookie jar... but they can't deny the truth when the arrests show up in court with evidence-based charges.

I am of the opinion that Xi is going to get a deal that makes both USA and PRC economies healthy if he can just accept the Western 'norms'.
Our allies in dotEU and dotIL are also going to give an ovation when that is accomplished.
IMO
---
I Didn't vote for POTUS 2016. I vote for POLICIES, not personalities.
I like what policies I've seen to date, style is uhhh... gulp... a little hard to swallow sometimes.
But it makes for entertaining political kabuki theater

i <3 good enforcement givem h3ll mr potus #voteyou2020 #better_than_reagan

home.treasury.gov
Press Releases
Treasury Designates China as a Currency Manipulator
August 5, 2019
Washington – The Omnibus Trade and Competitiveness Act of 1988 requires the Secretary of the Treasury to analyze the exchange rate policies of other countries. Under Section 3004 of the Act, the Secretary must "consider whether countries manipulate the rate of exchange between their currency and the United States dollar for purposes of preventing effective balance of payments adjustments or gaining unfair competitive advantage in international trade.” Secretary Mnuchin, under the auspices of President Trump, has today determined that China is a Currency Manipulator.
(more)

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From: frmrVZguy8/13/2019 12:45:27 PM
   of 256
 
An Open Letter to Hong Kong: Goodbye Yellow-Brick Road, Hello Road Less Traveled
The Trading tit-for-tat has reached its apex.

Financial tricks have been conducted and the economic firing squad is now out of bullets.

Your President is now at a moment of genuine desperation and you need to appreciate his point of view or suffer a surprising deprivation, perhaps up to including your own Life.

You have seen this coming and the perfect proof of what I present in this Letter is the annunciation of a new Cardinal agreed with the Vatican. You need to understand that both your President and your Bishop of Rome view you as pro-test-ants deserving an act of suppression just as the uprising led by a Pastor Munzer in Germany some 500 years ago was also put down by secular leaders at the request of Religious leaders including Luther himself as enunciated in his Letters to Princes.

You are facing a situation demanding that you set aside your belief that you posess an enlightened understanding of Rights superior to your President, the Bishop and his Cardinal.

We in the USA have seen this before. We were once successful in our Revolutionary War but have seen a more calculated and careful War conducted across separatist Eastern Europe and Balkan states. And those states have now at this date AD2019 all fallen and the Protest Reformation in those states is all but destroyed. Surprisingly, so has the Lutheran Reformation here in USA also fallen as of AD1999 by a Constitutional convention reuniting Lutherans to Rome via a satellite diocesan agreement with the Anglican diocese. The USA protest has fallen on the field of thought without a single shot fired nor blood spilled.

This is your situation today.

But the Leader you face is in a different predicament, a situation of financial weakness that could become political weakness if he does not exert himself to control the protest. You see, he has deployed all the important financial tools available except for the tool of time and repetition of the already used tools. But he is facing a newer and dire threat - hunger. Time is no longer on his side.

You already know that crops in PRC are failing and water shortages and pollution are at the source of the failures. Cattle are also failing due to disease and lack of feed stuffs and water. These are in our Western news sources and readers of China news have been accounting of the shortages for several years now. I am one of those observers. This means President Xi is faced with a horrible truth: his population is too large to feed. And this means he is desperate to feed the population. Since he has no easy path to feeding his people he is faced with the duty as Supreme Leader to choose whom to feed.

This is the cause of my letter to you today. I implore you to recognize that a new calculus is underway in Beijing that is deciding whom is worth feeding: and you should recognize that disrupting protestants and elderly non-workers are likely disposable in the harsh math of survival.

You must consider that euthanasia in all forms including public violence are now part of the new politic.

And a President of a major economy also knows that an act of peace-disturbance is also destabilizing to World Markets. That President likely knows that it is useful to disrupt a foreign adversary's markets.

We in USA cannot help you except by consultation. I suggest you observe what has transpired across the Balkans, Eastern Europe, and also here in USA. Reformation has fallen. A despotic Empire of the Mind has taken control of Nations via a grassroots 'Jack-the-Ripper' scheme of official subversion. Even foreign mercenaries are invited to be used to subvert via displacement. Nationalist security and law-preservation movements are disrupted and called horrible exclusionary names by official propaganda machines that look like news sources. It is all too much and too carefully planned and too well conducted for individuals to resist. It is all lost in the West.

Here the elderly are abused in their own homes by break-ins and assaults with drug injections, urine poured over a drugged and sleeping body and bedding, theft of ID and wealth and more. Snakeheads, MS-13 and England's Yale Society and Guild mercenaries run rampant. Debauchery is the goal and the product. Washington fiddles around and pretends to givadamn.

Immigration is used as a recruiting scheme like Network Marketing for Organized Crime. Youth are lured by excitement and vice and convinced it's a world of freedom and opportunity as long as they 'get in early' and 'rise to the top' despite the obvious slavery to vices. Captains of industry eagerly embrace cheap labor and ignore homeland defense and education with a 'It's not my job' shrug of the shoulders. Congress is eager to appease 'Market' demands and any protest is an existential threat.

It is as though Ancienne Regimes have deployed mercenaries under their command and authority and have extended their own Rights as Kings under the auspices of the Vienna Treaty on Diplomatic Relations. Our own Law Enforcement is denied jurisdiction over card-carrying 'diplomats' with immunity. The case of Epstein doesn't demonstrate justice at work. It proves Vienna at work and injustice reigning for some 30 years just in his case. Priestly child abuse follows the same model of 'diplomats' with immunity.

You should not expect support from POTUS who as Head of State likely doesn't even know how 'diplomats' with immunity debauch a foreign Nation. He has the authority to suspend a treaty but will not if he is distracted. And he is most certainly distracted.

You must now make a fateful decision.
Godspeed.

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From: frmrVZguy10/2/2019 5:39:06 PM
   of 256
 
WTH is going on? 3Q19 Update: FOREX, Lawsuits, Sales Revenue vs NB1 & CBRS CAPEX not good news

With world economics overly influenced by Macroeconomics the shareholder is left asking: 'What do we control?'

In the case of SQNS wherein they have NO success at sales nor generating profit-making revenue they are reliant on:
- tech R&D with self-funded JV partners
- maintenance testimony and imposed waiting in both Legal cases: in USA's Renner v SQNS, and EUTC AT.40484 which are both in some unexplained PAUSE.

Because SQNS no longer has funds to produce product .... << READ THAT AGAIN
... they are waiting for a rescue that may never come.

Companies will not buy a product if it cannot be produced... you know... 'Vaporware'

To add to the SP misery is timing:: PRC is on HOLIDAY and there are always corresponding shares sales to generate Holiday spending cash. And a double-effect this year is the USD v RMB FX rate of about 7.15 today which is going to 'double-top' soon. Sure there are some who blog about FX hitting 7.2x but gawd I doubt it any time soon. Thus the current peak combined with a Pre-Reporting-Season SP high in certain tickers makes for an attractive time for a little selloff season which drives SP falls. This will likely recover as PRC 'tail-wagging-the-dog' is ended We'll see.

If you don't follow my logic I'll put it bluntly: USD converted to RMB is enjoying a little 'premium' as it goes home to PRC recipients as cash.

It's also true that PRC debt-holders are more reliant on share sales for revenue to pay debt and OPEX as the PRC economy slows and foreign firms layoff PRC staff and close operations and leave PRC forever.

^THAT^ summarizes the macro.

Now for the legal.
Renner has been paused. I have communicated with the court and am told that PACER is the only notice I am permitted and PACER is unchanged since February. GK did not appear for Oral Statements this summer when he was in New York. I therefore deduce that my Amicus brief was effective at bringing the legal threat to a pause by informing the Judge of the EUTC AT.40484 case. And since Renner is now limited by EUTC which just voted new terms for EUTC leadership and AT.40484 is under silent appeals, the legal threat and financial penalty threat to SQNS is effectively ended.

I DEDUCE THIS \/

AT.40484 is under silent appeals. Judgement was rendered on 7/2019 after giving the UNNAMED DEFENDANT a one-year appeal term. Instead the UNNAMED DEFENDANT chose to sell its 4G LTE and 5G products to prevent a financial embargo effect on its balance sheet and public shaming.

It remains exposed to embargo for its M2M products but those are a minor revenue line. While it is embargoed it is appealing and AT.40484 remains unsettled.
I DEDUCE THIS /\ (END)


IMO....... SQNS is dead money or worse until either a buyout or settlement

Never been closer.......

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From: frmrVZguy10/5/2019 8:31:22 PM
   of 256
 
Renner settlement: update on Pacer shortly after last post - links and details copied here

Well, that was a surprise... the web site finally refreshed... 3 days late ... prompted by my post?

Hmmmmm

Deb is off the hook.
GK faces H.O. Bulsara, and Plaintiffs get their homework graded.

IMO Plaintiffsfailed their due dilligence and my priority before Regs and Ct proves the details were available to an armchair investigator - thus also to a professional.
I expect dismissal unless Plaintiffs demand and win an open-dated Suspension for some reason. They'll need to stipulate AT.40484 and arrange Inter-Jurisdictional reporting - likely to be fought aggressively by UNNAMED DEFENDANT.

IMO

----------

pacermonitor.com

Docket last updated: 10/04/2019 11:59 PM EDT
Wednesday, October 02, 2019


order Scheduling Order Wed 5:54 PM
SCHEDULING ORDER: An in person Status Conference will be held on 12/05/2019 at 11:00 AM in Courtroom 324N before Magistrate Judge Sanket J. Bulsara. So Ordered by Magistrate Judge Sanket J. Bulsara on 10/2/2019. (Guo, Alicia)
Monday, September 30, 2019
60
9 pgs order Order on Motion to Dismiss for Failure to State a Claim Tue 12:19 PM
MEMORANDUM and ORDER: The defendants motion50 to dismiss is granted with respect to the claims against Choate and otherwise denied. Ordered by Judge Frederic Block on 9/30/2019. (Innelli, Michael)


order Order Dismissing Parties Tue 12:22 PM
ELECTRONIC Order Dismissing: Defendant Deborah Choate, only. See entry60 .Ordered by Judge Frederic Block on 9/30/2019. (Innelli, Michael)

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To: frmrVZguy who wrote (249)10/22/2019 5:24:25 PM
From: frmrVZguy
   of 256
 
July Analyst Comments: Northland, ROTH, AAPL etc Here they are again for reference.

There was a brief buzz at the July AAPL buy of 5G tech suggesting they needed an immediate LTE Cat4 and Cat-M and maybe an NB-IoT solution for IoT and IIoT.
But you and I know they are multi-year customers of QCOM so maybe those analysts were enjoying their pipes too much.
On the other hand, AAPL is such a large company with such a diversified product line beyond the jazzy i-Devices that maybe there's actually some truth to the rumor.

WHAT I AM GUESSING: R&D

I am guessing that AAPL approached SQNS for some R&D units for tests and product R&D which is just normal business and doesn't necessarily mean anything in the way of sales much less a buyout.
I further guess that it isn't the first time AAPL has approached SQNS for units for its own R&D.
Thus, I'm not excited over a rumor.

HOWEVER, recall GK said this: "recurring revenue from your wildest dream"
^THAT^ is a clear suggestion of a subscription service.

But..... how does an IC vendor generate subscription revs?
Ahhh it's just all a foggy uncertain mess that doesn't give anything of substance for a low-risk investor. And GK is notoriously wrong and deceiving in his comments.

AND recall AAPL made a very loudly announced visit to Paris back in 2017(?) that could have included SQNS large institutional investors.

If you're reading this then you are looking for a high risk high return investment to place your cash at just the right time.

NOW?
I don't know. But LA is an easy distance from Silicon Valley and One Apple Circle.
And SQNS is too cash poor to support a large product fab order like an AAPL device would generate.

I've previously stated that SQNS needs a Hero for its turn-around and waiting for that is a poor way to invest.
I'm pretty sure you agree SQNS is a lousy investment to date unless you played the run-up and sold out at $4.xx-ish back in what.... July 2018 (?) I certainly wish I had sold out entirely back then.

I don't see any evidence of a turn-around nor buyout nor legal settlement nor Regulator ruling in favor of SQNS.

However, any one of those above would cause the share price to approach its max immediately. A combination of those would raise the share price target.
So, there's your risk reward calculus to contemplate as you smoke your next pipe.

---
REFERENCES
  • Apple may adopt Sequans CAT M radios, says Northland SQNS ...
  • https://thefly.com/landingPageNews.php?id=2613072
  • Apple may adopt Sequans CAT M radios, says Northland. Northland analyst Tom Spenzis said Apple (AAPL) is experiencing connectivity issues with its new voice-enables cellular Watch along with battery drain with LTE radios, which could lead to increased adoption of Sequans (SQNS) CAT M radios
---
  • https://www.streetinsider.com/Analyst+Comments/Sequans+Communications+%28SQNS%29+Positive+Comments+Northland+Securities/13319982.html
  • Sequans Communications (SQNS) Positive Comments Northland Securities.
  • Northland Securities analyst Tom Spenzis makes positive comments on Sequans Communications (NYSE: SQNS) related to Apple Watch which could adopt is CAT M1 tech to improve connectivity.
---
  • https://www.benzinga.com/analyst-ratings/analyst-color/19/07/14118667/analyst-why-apples-potential-purchase-of-intels-modem-businesses-could-be-positive-
  • Analyst: Why Apple's Potential Purchase Of Intel's Modem Businesses Could Be Positive For Sequans by Jayson Derrick Reports of Apple Inc. looking to acquire Intel Corporation's INTC 0.23% smartphone modem business are "plausible" and would bode well for Sequans Communications SA SQNS according to Roth Capital.
  • The Analyst
  • Roth's Scott Searle maintains a Buy rating on Sequans with a 12-month $2.50 price target.
  • The Thesis
  • If Apple acquires Intel's assets, Searle said it would imply Sequans, a provider of single-mode LTE wireless semiconductor solutions, is among the shrinking population of non-Chinese and non-vertically integrated 4G and 5G silicon suppliers. Apple's tie-up with Intel's asset could create a scenario where all non-Apple and Intel baseband customers will be "fair game" for merchant suppliers like Sequans to target.

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To: frmrVZguy who wrote (254)12/7/2019 8:27:27 PM
From: frmrVZguy
   of 256
 
Midnight Update on Renner. Last notice was November see post 254. New Discovery proceeds. This means financial risk off-the-table as I stated last post on Renner.

It also means Plaintiff legal billings continue - that's one way to earn ROI on a failing investment.
I continue to wonder if their expenses are paid by the UNNAMED DEFENDANT as a cheap harassment tactic.
If SQNS wanted, they could point to my years-old filings which have passed legal scrutiny to say to the Plaintiff:
  • 'If this armchair investigator could find all these facts, why couldn't you? Why did you invest at the highest share price when there was so much risk? Why didn't you know when it's your duty to know?"

I don't see any way Plaintiff wins even though it is clear from facts that GK failed disclosures. The case rests on whether the Plaintiff is damaged and GK is liable. Both tests must be answered Yes IMO.
But Plaintiff failed DD and is responsible to investors for failing DD. Again, IMO.
---------------

pacermonitor.com

  • Docket last updated: 12/06/2019 11:59 PM EST
  • Friday, December 06, 2019


    minutes Status Conference Order on Motion for Discovery Fri 12/06 3:46 PM
    Minute Entry and Order for proceedings held before Magistrate Judge Sanket J. Bulsara: An in person Status Conference was held on 12/05/2019. Counsel for both sides were present. For the reasons stated on the record, the motion for discovery63 is granted and what the Court construes to be a motion for a protective order64 is denied. Discovery shall proceed. The parties should submit a joint discovery schedule plan for the Court's review by 12/20/2019 . So O
    rdered by Magistrate Judge Sanket J. Bulsara on 12/06/2019. (FTR Log #11:10-11:32.) (Guo, Alicia)

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