Hatchetaxe

Hatchetaxe 6 views ・

After the run above 1.00 this has consolidated nicely and has much better technology than cxdo which trades at more than twice the value of Altigen. Another great quarter and legacy business should keep from holding back the valuation on this in 2020 as the true growth rate wakes up some late analysts. Managment team was smart to pass up the 2.00 offer back a...

Hatchetaxe 9 views ・

Should start to show some big revenue numbers after a restructuring that took 4-5 years. They did a dutch tender offer at $15.00 and guessing you'll see another one. The CEO's average cost in buying this to turn it around is like $27 as is Canell Capital's cost. By any value metric this only starts to get fair valued at $30.00. Probably will run into year...

Hatchetaxe 6 views ・

Over 2.00 in net cash and insider buying / their investment in GRAB alone might be worth the value of the stock.

Hatchetaxe 33 views ・

They owned 16% of the company over 2mm shares and recently filed that their all sold out. This was the last remaining overhang on the stock and as recently as 6 months agos insiders were buying at $2.35-2.39. This was the new CEO for Pier 1.

Hatchetaxe 30 views ・

Smart new management team came on board in 2018/19, yes its difficult to turnaround retail. However right team President came from Michael's stores and CEO came from Crate & Barrel. No debt, insiders buying and over the last 10 years they've shrinked the sharecount from 19mm to 14mm. They have 70mm available on their line and market cap is 20mm with company...

Hatchetaxe 6 views ・

Microsoft Teams is accelerating which is good news for ATGN and while others may talk about being part of teams, Altigen is the only one on their Azure platform with their specialized tools. Biggest news is that Fiserv renewed their agreement with Altigen 09/01/19. While Fiserv won't do a press release what is important is that this is the first time after a 10...

Hatchetaxe 23 views ・

Called Norman "revolutionary type of poppy" and then marketed as a pain reliever. They totally knew what they were doing and it looks like they were on top of it all as the vertical integrator and setting up companies so as to not have it directly associated with JNJ. At the end of the day we may find out they actually supplied everyone including Purdue. ...

Hatchetaxe 14 views ・

I think it will take much more time to get this company turned around and not a fan of the board changes. They already pre announced the quarter which is why the stock moved for the past month. Could be a potential short just not enough intel.

Hatchetaxe 19 views ・

ATGN just acquired Workspace Communications which we view as a great acquisition that’s accretive and has been derisked. Altigen is now working with RBBN Altigen is still the only profitable UC co in the space. While FIVN “talks” about integration w MSFT, in some recent press releases - do some homework and you’ll find out it’s really Altigen that’s ahead -...

Hatchetaxe 26 views ・

Hate the co but problem is everyone knows the negative news, even the sell side analysts sounded like their short...... one day perhaps

Hatchetaxe 29 views ・

Another new high on good volume. They also announced that they will be attending their first conference in over a decade I believe, good sign things are turning up for them. Read my initial report for more.

Hatchetaxe 56 views ・

Good guidance and growth, more importantly they substantiated that the conversion in UC is in its infancy which bodes well for ATGN which is tiny but can go much further and is the cheapest on an eps level compared to all the players. ATGN is also a play on Microsoft MSFT teams. Looks like its about to breakout past $1.00 finally.

Hatchetaxe 87 views ・

This may get interesting down around $5.00, great technology and company and I believe will be acquired in the next 2-3 years as soon as the fanfare dies out. Unfortunately their putting the resources into pushing more product/revenue out into the market when they should be further leveraging their platform and its capabilities. Love the product but somewhat...

Hatchetaxe 21 views ・

EGHT reported the other day - lackluster and some execution risk as they pushed things out for 6months. Looks like they tried to start a big partner program which didnt work well with their inside sales people. fyi - this never works well. Their trying to sell the enterprise product down market and just said sales didnt have the right tools. I think sales was...

Hatchetaxe 41 views ・

So my first short and believe it or not I shorted this many moons ago at 40 covered at 20 but then went to single digits. The thesis has always been simple - They are a lender of last resort for auto buyers and yet the companies bonds are rated AAA - how do they do this - insurance on their stuff followed by reinsurance followed by reinsurance. Interesting...

Hatchetaxe 28 views ・

AUDC another interesting company in the UC space breaking out from a technical perspective but fundamentally like ATGN better

Hatchetaxe 10 views ・

No edge at this moment fundamentally but good co at decent valuation and good technical spot to set a 3pt stop loss or perhaps buy some call leaps on it

Hatchetaxe 37 views ・

While I like the stock fundamentally just look at RNG and EGHT. From a technical analysis I think this looks good but would love some feedback as I’m a purely fundamental analyst