Seeking Alpha

spit64's  Instablog

Send Message
Have been intrested in Oil and Mineral stocks since late 1990 and still are. my recent focus and interest of market is the fiber optics industry.
  • Valdor Technology A Value Investment 0 comments
    Aug 24, 2013 1:56 AM | about stocks: VTIFF

    I think we will have a big opportunity investing in Valdor at this stage very interesting time ahead. Valdor goes from a speculative trade to an investment trade at this point.

    MR Ray Kapany will bring what we need in Valdor experience and well connected in the fiber optic market.

    Shares of Valdor Technology International (CVE:VTI) are soaring 14% after it announced an initial purchase order from an undisclosed Canadian telecommunications firm.

    The telecom installed units of Valdor's harsh environment products into its fibre network in January, produced by the company's subsidiary, Valdor Fiber Optics. According to Valdor, the products exceeded the telecom's expectations. Discussions are now underway to sell additional supply to the telecom, as well as other products.

    "I see this as a gateway purchase order for Valdor ultimately doing more business with this specific telecom, but in the big picture, for us doing significant business with other Canadian, North American, Central American and South American telecoms," said Ron Boyce, director and vice-president of sales and marketing.

    Lockheed Martin is in the final testing of Valdor connector and if I am informed correct the Valdor connector was the only one that meets and passed the initial testing.

    If Lockheed Martin accepts the Valdor connector we will have a significant upswing in the Valdor share price.

    Valdor have other case studies with NASA, Schlumberg, Kasier optical, US army, Northrop Grumman.

    Customer and evaluation

    § Altus Air Force Base

    § Amphenol UK Ltd.

    § B&W Tek

    § Baker Hughes

    § Bookham

    § Cables Plus

    § City of Riverside

    § Colliers International

    § Dornier Medtech

    § Downstream Services

    § Dukcom

    § Electro Optical Components

    § Fiber Systems Int'l

    § FOCI

    § Fujikura LTD.

    § General Atomics

    § Glenair

    § Graybar

    § Hausanschrift

    § Honeywell JDSU

    § Kaiser Optical Systems

    § Kennedy Space Center

    § KT Korean Telecom

    § L3 Communications

    § Lockheed Martin

    § LumeRx, Inc.

    § Luna Technologies

    § Met Engineering

    § Micro Laser System

    § NASA

    § Nobargo Network System

    § OCC

    § Ocean Design

    § Omega Line

    § OptoWorks

    § PD-LD

    § Pacific Northwest

    § Precision Tech

    § Promet International

    § Rainbow Stream Tech

    § Sandia National Labs

    § Schindler Elevator

    § Schlumberger

    § Schott

    § Scientific Atlanta

    § Simac Electronics

    § Timbercon

    § Timbre Technologies

    § Textron

    § Tetra Tech

    § Unit of OKI Semiconductor

    § Ultram

    § U.S ARMY

    § U.S Marines

    § Verathon Medical

    Sales of equipment for fiber-optic networks surged 27% sequentially in the second quarter of 2013, driven by the health of the North American market and demand for 100-Gbps technology overall, says Infonetics Research. The market research firm plans to release the figures as part of its new second quarter 2013 (2Q13) Optical Network Hardware report August 23.

    Optical transport equipment vendors sold $3.3 billion of hardware in the quarter, according to the report.

    "We expected the optical hardware market to turn, particularly in North America, and that's exactly what happened in the 2nd quarter. Total optical spending is up 27% quarter-over-quarter, and the WDM equipment segment is up 21% year-over-year," explains Andrew Schmitt, principal analyst for optical at Infonetics Research. "WDM spending accelerated dramatically in North America as a result of 100G deployments hitting the ground, and worldwide spending on 100G speeds is tracking close to 15% of all optical spending. China's 100G deployments will begin in earnest as the year closes, led by China Mobile, and we're anticipating more than 5,000 ports of 100G in China alone in 2013."

    Telecommunications is the primary application for fiber optic connectors. In 2016, the total global value for the telecommunications sector is projected to be $2.9 billion, a compound annual growth rate (OTCPK:CAGR) of 9.5%.

    Sales of fiber-optic connectors and mechanical splices of all types registered $2.39 billion in 2012, according to a new report from ElectroniCast Consultants. While data center applications accounted for slightly more than half of this total, the telecom space will see significant growth through 2017, the market research firm says.

    Private data network applications accounted for 51% of last year's total sales, $1.2 billion. While the telecommunications sector contributed $669 million to the 2012 total, ElectroniCast predicts that this application will see a 14.5% increase in sales per year, reaching $1.3 billion in 2017. Fiber-optic broadband access requirements will drive much of this growth.

    Military/aerospace and other harsh environment applications accounted for $270 million last year as well.

    Disclosure: I am long OTCPK:VTIFF.

Back To spit64's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

Latest Comments

Most Commented
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.