It Never FailsThe SP drops, the armageddon crew show up on the BB, inexperienced investors panic and sell at bargain prices which causes the SP to drop further so that more investors panic.
Given that these never ending NAFTA deliberations were ongoing when the comments below were made, what has changed? Looking to add more. GLTA
BUY
Photon Control(PHO-X)
September 13, 2018
They've done very well with a new CEO following a legal fight with a subsidiary a few years ago. A good growth play on semiconductors. Has a good balance sheet and growth potential by branching into other semicondutor components. Keep a 3-year time frame on this and expect some volatility.
Ryan Modesto
Managing P, 5i Research...
Price $2.300
Owned Yes
HOLD
Photon Control(PHO-X)
September 7, 2018
Nice little tech company and nice tendency to surprise investors. OK to hold and not worry about the short-term fluctuations. Where it is now, at 20x forward earnings, is a reasonable price.
Fabrice Taylor
Publisher, The President's Club...
Price $2.300
Owned No
BUY
Photon Control(PHO-X)
August 3, 2018
A relatively small company that guided a little bit lower. The long term outlook is good and they just signed a term agreement within China. A good time to buy or add to your position here.
Peter Hodson
CEO & Head, 5i Research Inc....
Price $2.300
Owned No
COMMENT
Photon Control(PHO-X)
July 25, 2018
Likes it alot. They've had issues with past management, but the new one is expanding the business. They do pressure controls of the inside of semi-conductors. They're giving guidance of doubling EBITDA over three years. If they exeuctue, there's a lot of room to rise.
Bruce Campbell
President , Stone Castle Investm...
Price $2.300
Owned Yes
COMMENT
Photon Control(PHO-X)
July 24, 2018
Provides extremely precise temperature measurement systems for semiconductor construction/manufacturing. All 5 of the large semiconductor makers are clients. New management streamlined the company. They have increasing orders, lots of cash and high expected future earnings. However, semiconductors are a cyclical business and cellphone sales have been slowing significantly. They are being brought into more aspects of the manufacturing process and their benefit is making the manufacturer more efficient, so their opportunity is still significant going forward. They will probably make an acquisition with their cash but he doesn’t know what they might buy or how it will help them. (Analysts’ price target is $2.95)
Robert McWhirte
President, Selective Asset Mana...
Price $2.300
Owned Unknown
SPECULATIVE BUY
Photon Control(PHO-X)
June 20, 2018
This is a Burnaby based company. He likes the fundamentals, but has yet to pull the trigger. This is a small company and you should recognize it will be volatile.
Jason Del Vicar
Portfolio , HollisWealth...
Price $2.300
Owned No