abh3vt's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/141/comments http://seekingalpha.com/article/41569-china-natural-gas-bumping-against-all-time-highs?source=feed#comment-91553 91553 Thu, 19 Jul 2007 09:54:40 -0400 http://seekingalpha.com/article/38007-interactive-q-a-simon-fu-cfo-of-china-expert-technology-cxti-ob?source=feed#comment-88356 88356
Do you feel that your current cash + future cash flow from operations will be able to satisfy your working capital needs for the jump in business expected in FY08? Is there any chance that your DSOs will improve next year or should we still expect long lag times for A/R's to be paid? If you do see issues with cash flow, how do you plan to address them (bank financing? issue more stock?)

I would also like to hear your answer regarding the cash vs. shares paid to consultants that help secure new contracts. Is there a certain stock price at which you would not consider issuing stock for compensation?

Last question: when are company insider shares due to come off their lock-up?

Thanks.]]> Tue, 12 Jun 2007 13:08:05 -0400
Do you feel that your current cash + future cash flow from operations will be able to satisfy your working capital needs for the jump in business expected in FY08? Is there any chance that your DSOs will improve next year or should we still expect long lag times for A/R's to be paid? If you do see issues with cash flow, how do you plan to address them (bank financing? issue more stock?)

I would also like to hear your answer regarding the cash vs. shares paid to consultants that help secure new contracts. Is there a certain stock price at which you would not consider issuing stock for compensation?

Last question: when are company insider shares due to come off their lock-up?

Thanks.]]> http://seekingalpha.com/article/3232-investor-assesses-china-techfaith-wireless-weak-stock-performance-cntf?source=feed#comment-1715 1715 tinyurl.com/dekcj

Obviously, pushing out the approval process for 3G licenses will hurt design shops like CNTF that rely on the introduction of new technology for design work. However, this seems like a short term problem as the long run trends are still intact. Plus, if CNTF is successful at getting more outsourcing work from some major international cellphone companies, they could still show decent growth in FY06. I see the 3G design work as an additional catalyst for growth, albeit further out than expected.

I guess the key question is at what point will the stock fully reflect the 3G delay issue. At its current price of $9 and with $3 cash on the balance sheet, I'd say pretty soon but who knows in the current news vacuum??]]> Thu, 29 Sep 2005 12:43:49 -0400 tinyurl.com/dekcj

Obviously, pushing out the approval process for 3G licenses will hurt design shops like CNTF that rely on the introduction of new technology for design work. However, this seems like a short term problem as the long run trends are still intact. Plus, if CNTF is successful at getting more outsourcing work from some major international cellphone companies, they could still show decent growth in FY06. I see the 3G design work as an additional catalyst for growth, albeit further out than expected.

I guess the key question is at what point will the stock fully reflect the 3G delay issue. At its current price of $9 and with $3 cash on the balance sheet, I'd say pretty soon but who knows in the current news vacuum??]]> http://seekingalpha.com/article/2884-china-stocks-weekly-price-performance-week-ending-9-16-biggest-gainer-focus-media-fmcn-biggest-losers-china-techfaith-cntf-and-baidu-bidu?source=feed#comment-1711 1711
chinastockblog.com/art...]]> Wed, 28 Sep 2005 14:17:43 -0400
chinastockblog.com/art...]]> http://seekingalpha.com/article/3232-investor-assesses-china-techfaith-wireless-weak-stock-performance-cntf?source=feed#comment-1710 1710
tinyurl.com/7l44a

They still expect strong y/y growth in FY06 of roughly 30%. Stock is trading at 8x FY06 estimates. Looks cheap to me, esp. with $3.00/share in cash on the balance sheet.

Why did they cut estimates?? Who knows. The company did say that they had fewer design wins during Q2 than in Q1, so perhaps that is fueling some fear that revenues and eps will not be as strong in coming quarters.

Other concerns? There will be a lot of shares coming off lock-up in November, but there have been no Form 144 filings showing intent to sell.

Looks really oversold to me, but without news regarding business and current trends, the stock will sink in this vacuum. Very frustrating.]]> Wed, 28 Sep 2005 13:25:44 -0400
tinyurl.com/7l44a

They still expect strong y/y growth in FY06 of roughly 30%. Stock is trading at 8x FY06 estimates. Looks cheap to me, esp. with $3.00/share in cash on the balance sheet.

Why did they cut estimates?? Who knows. The company did say that they had fewer design wins during Q2 than in Q1, so perhaps that is fueling some fear that revenues and eps will not be as strong in coming quarters.

Other concerns? There will be a lot of shares coming off lock-up in November, but there have been no Form 144 filings showing intent to sell.

Looks really oversold to me, but without news regarding business and current trends, the stock will sink in this vacuum. Very frustrating.]]>