AXT, INc. Symbol AXTI closed at 4.37 on Friday up .14
I have been following this one for about a month, and bought right before earnings at 3.85. It looks like a great short term play to hold through Q2, or a long term play. Here is some info on it. Good Luck!!!
AXT, INc. Symbol AXTI closed at 4.37 on Friday up .14
I have been following this one for about a month, and bought right before earnings at 3.85. It looks like a great short term play to hold through Q2, or a long term play. Here is some info on it. Good Luck!!!
Jamba Juice expects to add up to 50 new franchise locations and has plans to refranchise up to 150 company-owned units, primarily outside of California, by the close of 2010. This recent franchise development activity supplements the 261 currently operating franchise stores. The Company believes there are potential opportunities for at least 2,700 outlets in the U.S. and continues to work with new as well as existing franchise operators to explore the opportunity to open both traditional and non-traditional locations.
Good Luck
My largest holding is JOEZ, other thread.
My 3rd largest holding is AXTI
My 2nd largest holding is JMBA, If u can buy and hold JMBA for 1-3 years, lookout.
Jamba Juice expects to add up to 50 new franchise locations and has plans to refranchise up to 150 company-owned units, primarily outside of California, by the close of 2010. This recent franchise development activity supplements the 261 currently operating franchise stores. The Company believes there are potential opportunities for at least 2,700 outlets in the U.S. and continues to work with new as well as existing franchise operators to explore the opportunity to open both traditional and non-traditional locations.
They have been around surviving (how I dont know) by purchasing other companies. Their margins are negative and what kind of growth can they have and how can they keep margins up?
If they franchise 200 stores then they miss out on the opportunity to gain from sales and profits instead of franchise fees and royalties, to me that is the same as giving up and saying they cannot cut it running the stores themselves.
I think JMBA is a total zero longer term..they dont have a monopoly on the industry, prices for fruit keep high, they cannot keep bumping product price, I wouldnt be shocked to see them at this level in five years from now.
I like AXTI, not sold on JOEZ but WHY on Jamba?
They have been around surviving (how I dont know) by purchasing other companies. Their margins are negative and what kind of growth can they have and how can they keep margins up?
If they franchise 200 stores then they miss out on the opportunity to gain from sales and profits instead of franchise fees and royalties, to me that is the same as giving up and saying they cannot cut it running the stores themselves.
I think JMBA is a total zero longer term..they dont have a monopoly on the industry, prices for fruit keep high, they cannot keep bumping product price, I wouldnt be shocked to see them at this level in five years from now.
They have been around surviving (how I dont know) by purchasing other companies. Their margins are negative and what kind of growth can they have and how can they keep margins up?
If they franchise 200 stores then they miss out on the opportunity to gain from sales and profits instead of franchise fees and royalties, to me that is the same as giving up and saying they cannot cut it running the stores themselves.
I think JMBA is a total zero longer term..they dont have a monopoly on the industry, prices for fruit keep high, they cannot keep bumping product price, I wouldnt be shocked to see them at this level in five years from now.
Wallstreet,
Focused management, getting financials in order, going to have positive same store sales growth, and the company will finally be making money again. If you go to jambajuice.com, go to IR, and go to presentations, it is a bright future!!!
I love AXTI. Strong fundys........
Quote Originally Posted by wallstreetcappers:
I like AXTI, not sold on JOEZ but WHY on Jamba?
They have been around surviving (how I dont know) by purchasing other companies. Their margins are negative and what kind of growth can they have and how can they keep margins up?
If they franchise 200 stores then they miss out on the opportunity to gain from sales and profits instead of franchise fees and royalties, to me that is the same as giving up and saying they cannot cut it running the stores themselves.
I think JMBA is a total zero longer term..they dont have a monopoly on the industry, prices for fruit keep high, they cannot keep bumping product price, I wouldnt be shocked to see them at this level in five years from now.
Wallstreet,
Focused management, getting financials in order, going to have positive same store sales growth, and the company will finally be making money again. If you go to jambajuice.com, go to IR, and go to presentations, it is a bright future!!!
The question is when will AXTI get some more activity??
some ideas on it.......
Hmm, that's a good question. Of course lately we have seen some nice volume, so enjoy these days.
I would think the next catalyst might be the shareholder meeting, or a very obscure time during the year when the Russell 3000 index gets reset. I believe that is somewhere in June and it is based on market cap. AXT should have enough market cap by then to sneak in if the bar has been lowered enough by the recent stock market declines (I think in 2007 it was around $150M).
If AXT makes it into the Russell 3000 we should see some fund money flow into the stock since there are all sorts of caveats for some funds like stock price, market cap, weighted stock price average, etc.
This should all coincide with a nice run into Q2 earnings sometime at the end of July. Q2 earnings will give us 4 trailing quarters of solid earnings, so a real trailing P/E, and it should highlight how fast the company continues to grow. This should lead to nice revisions to 2010 earnings and even nicer 2011 adjustments.
Rating :
The question is when will AXTI get some more activity??
some ideas on it.......
Hmm, that's a good question. Of course lately we have seen some nice volume, so enjoy these days.
I would think the next catalyst might be the shareholder meeting, or a very obscure time during the year when the Russell 3000 index gets reset. I believe that is somewhere in June and it is based on market cap. AXT should have enough market cap by then to sneak in if the bar has been lowered enough by the recent stock market declines (I think in 2007 it was around $150M).
If AXT makes it into the Russell 3000 we should see some fund money flow into the stock since there are all sorts of caveats for some funds like stock price, market cap, weighted stock price average, etc.
This should all coincide with a nice run into Q2 earnings sometime at the end of July. Q2 earnings will give us 4 trailing quarters of solid earnings, so a real trailing P/E, and it should highlight how fast the company continues to grow. This should lead to nice revisions to 2010 earnings and even nicer 2011 adjustments.
Hot Forum Topics
