calamp CAMP

tech Firma mit Drahtlos Technolgien und Satelliten
Einkommenswachstum von neulich 40% von Jahr zu Jahr
Da könnte noch was gehen.  

http://seekingalpha.com/article/...ant-potential-growth?source=nasdaq  

Hallo zusammen,

ich bin heute über diese Aktie "gestolpert".

Ich lese häufig auf http://www.fool.com/?source=illsitima0000001.

Hier wird diese Aktie als Aktie des Jahres 2014 dargestellt.

Werden wir in 2014 einen ähnlichen Anstieg wie 2013 sehen?

Ich hoffe, dass sich die Gemeinde hier in naher Zukunft vergrößern wird.

Beste Grüße
Fred  

Guten Tag zusammen,

anbei eine Unternehmenspräsentation vom 07.01.2014 von der Homepage:

http://media.corporate-ir.net/media_files/IROL/80/...nuary%202014.pdf

Besonders die Vielfalt der Produkte und deren Anwendungen bietet ein enormes Wachstumspotential für die Zukunft.

Ich selbst bin in der Baubranche tätig. Auch hier arbeitetet man inzwischen daran, die Planung, Ausführung und Bewirtschaftung von Infrastrukturen/Gebäuden zu digitalisieren. Das ganze nennt sich BIM (Building Information Modeling).

Nähere Informationen findet ihr auf Wikipedia:

http://de.wikipedia.org/wiki/Building_Information_Modeling

Leider fehlt es heute unter anderem noch an den technischen Lösungen, um diesen Prozess vollständig und effizient zu nutzen.

Ich werde mich in den kommenden Wochen mit dem Unternehmen und deren Produkten näher auseinander setzen und würde mich über eine rege Beteiligung in diesem Forum sehr freuen!

Beste Grüße
Fred  

Guten Abend zusammen,

soeben habe ich meine erste Position gekauft.

Ich bin gespannt, wie sich der Wert in der kommenden Zeit entwickeln wird.

Gruß
Fred  

   Caterpillar tracking devices in production and will add 10 percent to company run rate.
   Usage based insurance gaining acceptance with company revenue to grow 2x.
   Mobile data terminal and app store drive recurring cloud revenues.

Significant catalysts at CalAmp Corporation (NASDAQ:CAMP) make it a must own stock in the Internet of Things, IoT and Machine 2 Machine space, M2M. The company produces wireless communications software and hardware devices enabling anywhere asset connectivity. .....
http://seekingalpha.com/article/2708105-calamp-a-must-own-stock-in-m2m

It might not be obvious to the casual observer, but right now, today, CalAmp (NASDAQ: CAMP  ) stock offers one of the best values available in the fast-growing "Internet of Things," or IOT, industry, where appliances talk to other appliances, taking humans out of the loop.

Why? Two reasons.
CalAmp stock is cheap
With a stock down 28% over the past year (but H1 profits up 33% year over year, according to S&P Capital IQ), CalAmp stock is beginning to look awfully attractive relative to similar-sized IOT players such as Sierra Wireless (NASDAQ: SWIR  ) and Silver Spring Networks (NYSE: SSNI  ) ......
http://www.fool.com/investing/general/2014/11/26/...ck-heres-why.aspx  

will release its operating results for its fiscal 2015 third quarter after the market close on Tuesday, December 23, 2014.
http://finance.yahoo.com/news/...nnounces-date-fy-2015-140000130.html  

.....CAMP, a leading provider of wireless products, services and solutions, today announced that it has begun commercial shipments of its new TTU-330? trailer tracking unit. The TTU-330, a low-profile communications device, is designed for tracking and managing a broad array of mobile assets for a wide variety of applications. ATEX certified for use in hazardous environments, the TTU-330 is ideal for monitoring the status and location of delivery vehicles and other mobile assets used in the oil and gas industry. .......

http://finance.yahoo.com/news/...es-innovative-ttu-330-140000002.html  

Stock higher
CalAmp reported impressive earnings in the second quarter of fiscal 2015.
Revenue from the Wireless Datacom business was robust, as per my expectation.
I believe that a significant revenue expansion is imminent for the stock

CalAmp (NASDAQ:CAMP) reported total revenue of $59.2 million for the fiscal 2015 second quarter, compared to $58.8 million in the same quarter last year. Wireless Datacom revenue increased to $50.2 million from $47.2 million in the year ago period. Satellite revenue decreased to $9.0 million from $11.6 million in the year ago period due to normal demand fluctuations in the business. CalAmp reported net income of $7.5 million or $0.21 per diluted share for the quarter, compared to $6.8 million or $0.19 per diluted share for the same quarter last year. The consolidated gross margin for the quarter was 34.6%, compared to 33.7% in the year ago period. The company expects that its fiscal 2015 third quarter revenue would be in the range between $61 million and $65 million and EPS between $0.21 and $0.25.

Revenue from the Wireless Datacom business in the second quarter of fiscal 2015 increased modestly year-over-year, which could be an early sign that the revenue will continue to rise for a prolonged period of time. CalAmp's president and CEO Michael Burdiek said, "In the fiscal 2015 third quarter, we expect consolidated revenue in the range of $61 to $65 million. We anticipate Wireless Datacom revenue in the third quarter will be higher on a sequential quarter basis due primarily to the commencement of production shipments of telematics devices to a key OEM customer in the heavy equipment industry."

I believe the company's revenue and earnings will increase substantially going ahead based on its booming Wireless DataCom business, as I said in my original analysis. I also said that the company's next big opportunities are expected to come from the auto insurance telematics and the heavy equipment sectors. I expect the stock to trade at a higher multiple in terms of EV/EBITDA from today's 22.8x. I wouldn't be surprised if the stock trades at an EV/EBITDA of 30x going ahead. http://seekingalpha.com/article/...less-datacom-to-drive-stock-higher  

läuft vor dem Report richtig gut,man hofft auf gute Zahlen  

Hallo Kicky,
vielen Dank fuer deine Informationen hier im Forum. Ich bin nach wievor dabei. Aus der "Rakete" fuer 2014 wurde leider nichts.
Vielleicht naechstes Jahr.
Gruesse Freddyland  

Ich hatte das Ding Ewigkeiten in der Watchlist und bin letzte Woche eingestiegen. Ich hoffe, dass hier ähnlich wie bei Sierra Wireless der IoT Hype zieht.
Nachteil ist, dass der Handel in Frankfurt arg dünn ist. Kein Mensch in Deutschland kennt die Firma. Habe den Stoppkurs mal bei 13EUR platziert.  

dass CAMP möglicherweise bis zum Report am 23.12. steigen wird,ähnlich SWIR
aber generell ist die Lage nicht allzu rosig

schöner Chart im messagebord von Yahoo
So there it is. A PSAR buy signal with a %B confirm if on close %B is still on the up tic ???
http://stockcharts.com/h-sc/...=D&b=5&g=0&id=p55755512258  

Trending Stocks to Watch, Week of December 8, 2014

Charts courtesy of Finviz.  

Highlights for the quarter include:

   Consolidated third quarter revenue up 7% sequentially to $63.2 million and essentially flat year over year.
   Wireless Datacom revenue up 9% sequentially and 10% year over year to a record $54.6 million.
   Satellite revenue down 4% sequentially and 37% year over year to $8.6 million.
   Third quarter GAAP net income of $4.0 million, or $0.11 per diluted share, compared to $4.2 million, or $0.12 per diluted share for the third quarter last year.
   Adjusted Basis (non-GAAP) net income of $9.2 million, or $0.25 per diluted share, compared to $8.2 million, or $0.23 per diluted share, for the same period last year.
   Net cash provided by operations for the third quarter of $5.1 million, and total cash and marketable securities of $40 million at November 30, 2014.
http://www.wallstreet-online.de/nachricht/...15-third-quarter-results