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Technology Stocks : Sequans Stock Discussion
SQNS 7.630-1.8%Oct 30 3:59 PM EDT
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To: y2k_yes who wrote (126)2/4/2021 11:11:54 PM
From: GaryMi2 Recommendations

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frmrVZguy
JCnieuwenj

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RE: SQNS is showing signs of recovery.

It seems as though this is the year that 5G stocks finally start to move. It has been a very convincing rally but impossible to say how many stock holders are momentum players and will dump on any weakness.
George’s did reaffirm guidance during the investor session he did right before CES. Given that this was in January I would hope this is accurate.

I have less concern over Q4 than I do Q1, which is their weakest seasonal quarter and I have to expect broadband sales to be coming back to earth. We really need some CatM momentum and closing the satellite deal which provides high margin services revenues to get EPS in line.
But I do think it is happening and I’m prepared to hold for several more years. I expect more of their debt will convert this year and they will raise some additional cash so their cash position looks very good for 2021.
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