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   Technology StocksSequans Stock Discussion


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To: w0z who wrote (161)4/27/2021 5:04:16 PM
From: The Ox
1 Recommendation   of 198
 
First quarter revenue grew by 40% year-over-year

Yeah, but diluted share count rose by 45%.

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From: MUDD14/27/2021 7:31:06 PM
   of 198
 
Did anyone hear the way the CC ended? Deborah said it is time to be done. Wow. Sure would hate to have pay the extra $$ for going over an hour of time. I thought it was rude and a tacky way to end the CC. I think it took the participants back. There are better ways to manage expenses than that.

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To: MUDD1 who wrote (164)4/27/2021 11:13:59 PM
From: GaryMi
   of 198
 
Re: Did anyone hear the way the CC ended?

I noticed that too and thought it a little tactless. I wonder if there were any private investors waiting to ask a question because they always get to be last in line.

There is no reason for it.

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To: GaryMi who wrote (165)4/28/2021 4:59:18 AM
From: JCnieuwenj
   of 198
 
Apart from that, Gary, did Yesterday change your view on what's happening/coming ?

Thanks,
br,
nieuwenj

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To: JCnieuwenj who wrote (166)4/28/2021 10:54:00 AM
From: GaryMi
1 Recommendation   of 198
 
It was pretty much as I had expected. I sold some ahead of earnings and bought it all back at a discount.
I’m disappointed in managements communication and general performance but the product pipeline seems to be on track.
Bad, loss of satellite deal after calling it 99.9%.
Bad, Q2 only 10% above Q1.
Bad, ADR count jumped significantly.
Good, talking about 2022 revenue at around $100 million.
Good, still talking about 50% average annual growth for the next 5 years.

Wish my level of confidence was higher but I think managements prior track record is a big part of why the stock price is where it’s at. Without their poor history the stock would be $10 easily on that narrative.

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From: MUDD15/4/2021 7:50:08 PM
   of 198
 
RichardsonRFPD just added 16500 of the Skyworks SQNS module. They must have a big customer as a while back they had 10500 down to 1500 and now back up to 18000
Digikey levels remain about the same
Time will tell

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From: ginty75/6/2021 5:14:37 PM
   of 198
 
Seriously, WTF, is going on?

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To: ginty7 who wrote (169)5/10/2021 10:51:01 AM
From: y2k_yes
   of 198
 
This is really weird. I do not see any news that would justify such a free fall. My hope is that GK will show up on May 27 with good narrative to reassure and more importantly, that Q2 will beat on both counts. Unless Sequans start beating consensus on both counts at least over 2 quarters, GK and the "interesting" CFO will not get their credibility back. This lack of credibility is costing investors at least $6 per share. Enough to get every one really mad at management. Sadly for me, I am stuck and can't run away as I am still too deep under water!! I am still resonably optimistic that massive IoT will save the day. The question is when?

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To: y2k_yes who wrote (170)5/10/2021 11:34:50 AM
From: w0z
1 Recommendation   of 198
 
The problem is that Georges has ZERO credibility with the financial community. Time after time after time after time he has made promises and broken them. I believe they are now in hard SHOW ME mode and nothing good will happen until SQNS actually delivers results to the bottom line...not just revenue forecasts. One of the best things that could happen would be a new (good!) CEO and keep Georges as CTO or something similar.

I feel fortunate to have sold most of my high xx,xxx shares (now x,xxx) and diversified into crypto which has done very well over the past 3 years.

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To: w0z who wrote (171)5/10/2021 1:39:01 PM
From: y2k_yes
   of 198
 
Lucky you. I am stuck with this. GK and the "interesting" CFO are big liers. I've a substantial holding on this the crap. How do we gang up and push this fool out? The French Gvt supports him fully and keeps bailing his out with some peanut grants that a serious company should be ashamed announcing it. I would like to seat on the board and wipe these two. I would need everyone support. GK must be removed as CEO and replace by a result oriented GAFA executive with solid track records and credibility in the market. Someone who can articulate a good strategy and deliver on what s/he has promomised. I am really sick of Sqns management. Private message of support is welcome. Thank you

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