SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lizzie Tudor who wrote (23782)9/25/2005 5:46:49 AM
From: Elroy   of 24042
 
RS coming, you still bearish on jdsu?

I think they will vote on allowing a reverse split at their annual meeting in Q4 of this year, and be able to implement it between then and Q4:06. So, I would say if they actually implement it it means they expect to be profitable from thereon. But we won't get a decision from the BOD until January 2006 at the earliest.

My numbers say JDSU trades at 1.6x enterprise value to next 12 months sales. And I think their target gross margins remain around 40%. Gross margins last quarter were 17% (woo hoo!!!). That's an insane EV to forecast sales price relative to that margin structure. If you ask me, this stock still has "bubble valuation" metrics attached to it, as opposed to its deserved valuation metrics.

An acquisition will have material affect in September results. Until I see exactly what those affects are, I would call this stock a high risk, highly speculative crap shoot.....
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News