Sandvine Corp. Share Discussion Threads

[masurenguy] 17/8/2011 17:46

Possible double bottom @110 !

[masurenguy] 11/8/2011 08:19

The mid-June to early-July rally from 111p to 160p has now completely reversed and the share price is right right back to the year lows once again. Most of this retracement would appear to be down to the broader market conditions rather than to company specifics !

[sandbank] 09/8/2011 16:28

DEAD CAT BOUNCE:
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Could we please refrain from using that expression? It's been a couple of years now but he's still a sensitive topic in this house. ...Blub! Blubb! :-(

[ammons] 21/7/2011 18:01

Second half best buy in July Techinvest. Looks like they got this one right. Results on 7 July were pretty good I thought.

[masurenguy] 21/7/2011 11:08

Riverbed buys Zeus to dominate app-acceleration space

WAN-optimization specialist Riverbed Technology announced that it is acquiring Zeus Technology for $110 million in a move designed to round out Riverbed's portfolio in the area of application performance. Riverbed's technology is important in helping speed the transmission of data across wide-area networks, but there also are performance benefits to be had at the application level, which is where Zeus fits in.

[masurenguy] 30/6/2011 08:36

MMs have "walked" the Offer price up by nearly 25% over the past 10 days on a miniscule volume of less than 60,000 shares over that period. Perhaps in anticipation of a positive Q2. Looks like andrbea may have called the bottom here !

Sandvine: Cormark Securities upgraded the stock to "Buy" and increased the target price to 171.31p

[aishah] 29/6/2011 09:44

Nice rise of late - 2nd Qtr results July 7

[andrbea] 22/6/2011 14:37

up 10%

let the bouce begin

[masurenguy] 08/6/2011 08:53

Further 3% drop today on the sale of just 663 shares @109.5p ! It would appear that Fidelity have increased their holding by 1.9m shares to 17.8m (from 11.5% to 12.9%) since the begining of this year.

[masurenguy] 07/6/2011 09:35

The share price has now fallen by 45% from the year high of 214p in February and is also 28% below the price on January 18th when it was recommended by Paul Kavanagh of Killick (see post #3 above) and 19% below the price recommended by Mike Savage at Killick on March 20th (see post #10 above). A significant factor in this fall was the unexpected poor Q1 figures on March 9th (shareprice 196p) which has resulted in a price drop of 40% since then. We seem to be a long way off from the ATH of 375p in September 2007 !

We need some guidance on Q2 revenues in order to get some perspective on whether the QI figures were just a blip or whether a negative trend has set in here. Normally we would get Q2 fiures (to May 31) in early July but a Q1 estimate was published in early March this year, which was a month ahead of the formal Q1 figures released on April 6th. They didn't provide any advanced Q1 estimate in the prior year so I guess that they thought it was prudent to do so this year due to the unexpected fall in revenues. If they intend to provide a Q2 estimate then this could come at anytime but otherwise we will have to wait until early next month to see the actual figures.

Yesterdays RNS on contract wins was very encouraging but it was not possible to quantify the impact that this might have in the current year. Hopefully they may elaborate on this further when Q2 estimates of actual sales figures are subsequently released. In the meantime the 10p or 5% headline spread here is not very encouraging to personal investors.

[masurenguy] 07/6/2011 09:30

RNS Number : 8831H
Sandvine Corporation
06 June 2011

SANDVINE WINS 12 NEW CUSTOMERS

Waterloo, Canada; June 6, 2011 - Sandvine, (TSX:SVC; AIM:SAND) a leading provider of intelligent broadband network solutions for fixed and mobile operators, today announced that it has won 12 new broadband service provider customers, spanning all geographic regions and access technologies. Sandvine has won 25 new customers in the first half of fiscal 2011, representative of its market leadership in network policy control. By comparison, Sandvine won 26 new customers throughout all of 2010.

Among the 12 new customers are 7 wireless service providers, including a Top 100 wireless service provider (by subscriber count), and 5 fixed line service providers, including two that are the largest broadband service providers in their country. "As mobile and fixed line access networks continue to converge, operators need a network policy control vendor with leading solutions across network topologies. Sandvine stands out as that vendor," said Tom Donnelly, Sandvine's EVP Marketing and Sales. "Based on available data, Sandvine was the wireless market revenue leader in 2010 in our space. With seven more wins, the wireless market continues to be strong for us. Our two new national incumbent telco customers add to an impressive list of major fixed line providers globally, including Telefonica, NTT and Comcast."

Demand drivers for the new wins reflect Sandvine's market-leading breadth of policy solutions:

Network Analytics: aggregates and correlates granular network data from the Sandvine Policy Traffic Switch with data from other business systems to provide executives with timely, actionable insight. Sandvine received orders for its Network Analytics solution from four new customers;

Service Creation: enables customers to create compelling new service tiers for prepaid and postpaid subscribers, based on application, device or total volume usage, or combinations thereof;

Traffic Management: allocates scarce network resources fairly and intelligently between applications and users to manage congestion;

Video Optimization: dramatically improves the performance of third party video optimization solutions by identifying and redirecting only the relevant video traffic to such platforms;

Network Protection: mitigates the effects on subscribers of malicious traffic like spam;

VoIP QoE: ensures subscribers' satisfaction by monitoring the quality of experience of their VoIP calls.

Four of Sandvine's new service provider customers are in North America, including three from the United States, which has continued to be an active market for Sandvine both before and after the FCC's December 2010 Network Neutrality order. Sandvine also added three new customers each from Asia Pacific (APAC) and Caribbean and Latin America (CALA) and two from Europe Middle East and Africa (EMEA). "Sandvine's global footprint is a major differentiator. With well over 200 consumer Internet service provider customers in almost 90 countries around the world, we have the opportunity to offer unique insight to our regional, national and multi-national customers alike. As a testament to this thought leadership, our Spring 2011 Global Internet Phenomena Report, which details Internet traffic trends worldwide, has generated thousands of downloads and media hits in just over two weeks," added Donnelly.

[masurenguy] 25/5/2011 08:32

I think that you could be right unless there is a strong sales rebound in Q2. They have some great potential with this technology especially as cloud computing develops and they should reach a price which represents a good buying opportunity - but we're not there yet. Will keep this firmly on my Watchlist monitor !

[envirovision] 25/5/2011 08:28

Clearly still overpriced. Cancord had 8p EPS but that looks to high and although nothing forecast next year however given the original expectation would be lucky to see 8p next year.

Therefore a shareprice of 70-80p may be reasonable ?

[masurenguy] 25/5/2011 08:13

The decline here continues on miniscule average volumes of less than 10,000 per day. Shareprice has now fallen by 45% from its year high some 14 weeks ago, with no newsflow since the Q1 results were released on 6 April and the price has declined by 20% since then.

[grupo guitarlumber] 23/5/2011 07:02

A plan to turn the desert sunshine of the Middle East and North Africa (MENA) into electricity, both for the region and for export to Europe, has been criticized for ignoring the needs of local people and the science community.

Critics say that the Desertec Industrial Initiative's (Dii) centralized, top-down approach means that electrification may not benefit the desert people and may stifle capacity-building in the region's science community.

They were speaking on the sidelines of the Solar Energy for Science Symposium in Germany this week (19–20 May), held to push the project forward and explore the potential for scientific collaborations between Europe and MENA.

The symposium was organised by the Deutsches Elektronen-Synchrotron (DESY) and the German Aerospace Center (DLR), with Egypt's Academy of Scientific Research and Technology and the Synchrotron-light for Experimental Science and Applications in the Middle East (SESAME), in Jordan.

Desertec aims to harness the huge solar and wind resources across the deserts of MENA, delivering up to 15 per cent of Europe's electricity needs by 2050 via high-voltage transmission lines.

Feasibility studies are on the way after which funding of up to US$400 billion will be sought.

Hamed El-Mously, chairman of the Egyptian Society for Endogenous Development of Local Communities, said the project was ignoring the wishes of local people.

Desert people have not been consulted about their energy needs - despite the fact that a mix of energy options may be more appropriate than a single, large powerplant, he said.

And the swathes of desert needed for such plants will take away the land that many nomadic and pastoral societies use for their livelihoods, he said.

"Desertec is a top-down approach, in both senses - North-to-South and governments-to-local-communities. There is much more needed to engage the communities."

Meanwhile, academics expressed fears that the project would not boost MENA science.

"It is not good for Tunisian researchers," said Samir Romdhane, a professor at the Tunisian Physical Society. The technology will be imported from abroad with little opportunity for MENA researchers to develop. It is not an idea that came from the region, but from a consortium of German firms, he said.

And Abdelfattah Barhdadi, physics professor at Ecole Normale Superieure de Rabat, in Morocco, said that, although there are many experts in the area who could contribute to the development of Desertec, there has "not been enough effort on the behalf of the project to consult them".

A supporter of the project, Odeh Al-Jayyousi, regional director for the International Union for Conservation of Nature, in Jordan, also called for more local engagement.

"We need to promote multi-stakeholder dialogue and bottom-up approaches, and we need to plan with the people not for the people".

Referring to the wave of unrest this year known as the Arab Spring, which has raised concerns about the viability of Desertec, he said: "This wave of democracy will nurture new ideas.

"I think we need this type of big idea that will cross national boundaries and induce a new model of development."

Suhil Kiwan, a professor of mechanical engineering at the Jordan University of Science and Technology and a co-founder of the Desertec University Network, insisted that the project will develop the region's science. Both the original idea and the idea for the university network came from the region's scientists, he said. The export of electricity to Europe will only be the last step.

The aim of the conference was to stimulate new scientific research partnerships between European and MENA institutions, in order to promote renewable energies and sustainable development. It brought together scientists, ministers and stakeholders from both regions - mainly Egypt, Germany and Jordan.

The conference, attended by more than 200 people from over 35 countries, concluded that concentrated solar power generation is already technically feasible and economically sound, and the costs are competitive with fossil fuel electricity generation - so stakeholders in both regions should carry on working to make the project a reality. The conclusions acknowledged a suggestion from an Egyptian delegate to create a regional centre of excellence in solar science.

But there was no consensus on achieving the right balance between the contributions of different stakeholders, the funding mechanism, and whether to involve Sub-Saharan African countries in the project.

The initiative's next conference will take place in Cairo later this year (2–3 November).

By. Mi?o Tatalovi?

Source: SciDev

[sandbank] 16/5/2011 10:29

mrx9000 - 16 May'11 - 01:03 - 107655 of 107669

NAKED TRADER SHARESCOPE FILTER - updated 16-05-11

I have compiled Robbie's general criteria together into a Sharescope filter.

I did the screener and it filtered them down to only 3 stocks, at time of testing these are
VTC (which he is a holder)
BQE (which he is a holder)
TTG (which he has held late in 2010)

Switching off the last result (PEG) produced another 10 stocks. There are
BHY (held in 2009)
GRG (held in 2008)
MTC (a current short of his)
OCN (held late 2010)
PRV (nice stock of his, still has a holding)
RNK (he has never bought before)
RPS (he has never bought before)
SVS (he has shorted this before)
TTG (held late 2010)
ZTF (helf late 2010)


Criteria:
- Mkt Cap compared to Pretax Profits - max of 15.
- Net Debt vs Pretax Profit - max of 3.
- No AIM companies (he does pickup the odd few in his SIPP though)
- Mkt Cap minimum of 10m and a maximum of 600m
- PE between 12-20
- Pays a dividend (would like to put criteria in to check for falling dividend but as far as I know Sharescope doesn't do this)
- Cashflow per share higher than EPS
- PEG under 1 (I have left this last as this is not a strict rule of his and switching if off you can see quite a few more of his stocks).
- Volume spikes, can incorporate a check on volume for x trading days to present quite easily however at present haven't incorporated this as the filter only gives us a few results

--
ShareScope filter file (550) - ASCII datamining filter

Warning: This is a formatted file and should only be modified with care.

FILTER _Naked Trader,1,0,0,39,16,compiled by MrX;
CRITERIA 22,0,2,0,65535,1.000000,1.000000,56834,56972,0,CapVsPreTax;
CRITERIA 22,0,2,0,65535,1.000000,1.000000,56834,56972,0,NetBorrowVsPreTax;
CRITERIA 11,0,2,0,65535,10.000000,600.000000,56323,56644,0,;
CRITERIA 3,3,2,0,65535,12.000000,20.000000,56323,56912,0,;
CRITERIA 12,1,2,0,65535,0.010000,995.000000,56323,56702,0,;
CRITERIA 22,0,2,0,65535,1.000000,145.000000,56834,56972,0,CashOverEPS;
CRITERIA 4,4,2,0,65535,0.000000,1.000000,56323,56874,0,;

--

Copy everything in between the -- lines, paste into wordpad and save as _Naked Trader.flt and then just goto sharescope and goto menu file/import/import a filter
OR download it from the sharescope data mining forum.

It utilises the Capitalisation vs Pre Tax Profits script and the Net Borrowing vs Pre Tax Profit (in fundamental columns) available here


It also utilises the Cashflow per share/EPS script (in technical analysis columns) available here


Download the 3 scripts and put them into
c:\sharescope\sharescript\columns
(for default install of sharescope) or download them from within sharescope.


NOTES:
The Script: Cash over EPS minimum should be 1 and the max to the max.

[masurenguy] 12/5/2011 17:13

No AIM trades today but still marked down by 6%. Share price has declined by 35% from its 2011 high of 215p over the past 12 weeks. The trading volume on AIM has been only 60,000 over the past 3 weeks compared to 1.9m on TSX over the same period. Brings into question why they maintain an AIM listing when virtually 97% of their overall trading volume is on TSX.

I can't really see what might be the catalyst to reverse this decline prior to a more positive Q2 report which is not due for another 2 months.

[masurenguy] 31/3/2011 14:31

Afraid not but we should obtain some further insight when the Q1 Results are published around midday next week on Wednesday (April 6th).

[envirovision] 20/3/2011 15:19

Does anyone have any clue as to why Q1 revenue was poor?

[masurenguy] 20/3/2011 14:42

Five long-term bets to power your portfolio

Cloud computing

Mike Savage at Killik, another broker, is playing the technology theme through the growth of "cloud computing". This involves firms outsourcing hardware and web applications to another company, which pipes them back into the customer's offices through the internet. This allows customers to pay per unit instead of spending on building and maintaining their own facilities. Savage is gaining exposure through Sandvine, a Canadian firm that is the market leader in "deep packet inspection", which allows network operators to identify different internet traffic types, such as streaming video and peer-to-peer file sharing, and then apply policies to reduce congestion in networks. The stock is listed on AIM, but a dual listing on the Toronto Stock Exchange means you can hold it in a stocks and shares Isa.

[masurenguy] 15/3/2011 15:47

Now down 37% over the past 4 weeks which has wiped over £100m off their market cap !

[dasv] 10/3/2011 13:25

146 target now activated.