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Technology Stocks : Sequans Stock Discussion -- Ignore unavailable to you. Want to Upgrade?


To: GaryMi who wrote (27)8/11/2020 9:49:18 PM
From: MUDD1  Read Replies (1) | Respond to of 222
 
I too have been surprised at the slow uptake of CAT M. As was mentioned, it makes perfect sense for wearables, but GK has long mentioned that the consumer market is much smaller than the industrial/commercial side so they have kind of ignored the consumer market. GK may be right the the consumer market is smaller, but it is still very large and just from a PR standpoint if they could get into a Fitbit or Garmin that would go a long ways towards validating their products IMHO. To discount that market was foolish. GK will point to the Onelife Care Watch as a design win, but that company is literally a one man band.
Pebblebee trackers have been delayed for months due to manufacturing issues (Covid related)

Anyone found anything that is readily available in the marketplace from Sequans in the Cat M space?

I would love to hear who their Tier 1 partners and customers are. Maybe they will surprise me. At this point, I would even take a Robinhood rally to get to break even on this one. It is even hard to trade this one because it is so thinly traded selling even 2k blocks that drive the price down 5%.

Thanks to everyone that contributes here. I know we are all in the same boat.



To: GaryMi who wrote (27)8/12/2020 11:53:08 AM
From: y2k_yes  Respond to of 222
 
RE: Marketing implementation

Gary, this a great summary of SQNS's situation. Frankly the rating you are giving GK's company could have been the same 3 years ago! SQNS is the story of an unfulfilled promise. Three years ago when the stock price dropped sharply I had a meeting with SK and his team. In reviewing the emails I sent to him afterwards, its seems that not much has changed. Even the stock price has not really improved (we are still well under $2 per old share!).

If I may add one thing to what you said it will be to repeat what I told GK 3 years ago: revamp SQNS' marketing implementation (not even its marketing plan but the execution). The company can't seem to mine its potential. The market is never ready and successes must be earned. GK and team have zero marketing implementation experts. The company must get a real chief marketing officer whose job will be to unlock its potentials. As long as gold remain underground, it will continue to have zero or near zero value. Same for SQNS's share price.

I hope that GK reads this board. I can't even stand listening to his bs anymore. We can't chase him away either. We must force him to have more marketing implementation skills in the management team and the board. Please do not vote for any board member who does not have strong marketing implementation skills and experience and who is able to help dig out the gold.

I still believe that when this company will outperform by $2 million in revenue in one quarter, the stock will move up to double digits. Even at that point, I will still be underwater. Ugh!.