Zecotek Photonics - die Aktie 2008 (Seite 910)
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ID: 1.135.811
ID: 1.135.811
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ISIN: CA98921P1045 · WKN: A0M8QZ
Werte aus der Branche Sonstige Technologie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5666 | +12,42 | |
| 1,3740 | +10,81 | |
| 3,9100 | +10,14 | |
| 0,7610 | +9,81 | |
| 3,6300 | +8,68 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,1200 | -8,20 | |
| 6,4000 | -8,44 | |
| 274,00 | -8,67 | |
| 12,000 | -10,38 | |
| 1,1000 | -44,72 |
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und an der üblichen phrasendrescherei hat sich hier auch nichts geändert. 
das übliche zurückrudern nach anfänglichem weitem herauslehnen aus dem fenster in euphorischen zeiten wenn der kurs unbegründet mit fragwürdigen nr hochgespusht wurde à la 3d drucker entwicklung von einer firma die noch nie einen 3d drucker entwickelt und bisher noch nicht mal sein 3d display verkauf bekommen hat in cooperation mit armenischen firmen.
wie gewonnen so zeronnen würde ich mal sagen. schön im dampfablass abwärtstrend.
quellenangabe: http://www.canadianinsider.com/sites/all/modules/latestfilin…
kein wunder bei den verpatzten wichtigen milesstones und insiderverkäufen.
die jüngste kursentwicklung ist einfach desaströs.
http://www.stockta.com/cgi-bin/analysis.pl?symb=ZMS.C&num1=1…
und ein insider hat es vermutlich geahnt.
siehe: http://www.canadianinsider.com/node/7?ticker=ZMS
auf eines kann man sich immer verlassen: insiderverkäufe. hier hilft nach wie vor logisches denken. wer kauft schon seine aktien wenn etwas grosses in naher zukunft ansteht?
wenn insider schon kein vertrauen ins eigene unternehmen haben sagt das schon alles aus.
im markman hearing weiterhin verzögerung ohne ende. ein ende ist meiner meinung nach nicht in sicht. das könnte noch jahre gehen.
beim operativen geschäfft außer hoher unerfüllter erwartungen ohne sichtbare bedeutende ergebnisse in form von umsatz und gewinn. entwickeln bis der arzt kommt. angeblich fertige entwicklungen dann wieder verbessern und danach nochmal weiterentwickeln.
liebe pros so wird das nix. aber respekt vor eurer geduld. nach 8 jahren die dieses unternehmen schon besteht ist da sicher schon investoren hornhaut gewachsen.
das übliche zurückrudern nach anfänglichem weitem herauslehnen aus dem fenster in euphorischen zeiten wenn der kurs unbegründet mit fragwürdigen nr hochgespusht wurde à la 3d drucker entwicklung von einer firma die noch nie einen 3d drucker entwickelt und bisher noch nicht mal sein 3d display verkauf bekommen hat in cooperation mit armenischen firmen.
wie gewonnen so zeronnen würde ich mal sagen. schön im dampfablass abwärtstrend.
quellenangabe: http://www.canadianinsider.com/sites/all/modules/latestfilin…
kein wunder bei den verpatzten wichtigen milesstones und insiderverkäufen.
die jüngste kursentwicklung ist einfach desaströs.
http://www.stockta.com/cgi-bin/analysis.pl?symb=ZMS.C&num1=1…
und ein insider hat es vermutlich geahnt.
siehe: http://www.canadianinsider.com/node/7?ticker=ZMS
auf eines kann man sich immer verlassen: insiderverkäufe. hier hilft nach wie vor logisches denken. wer kauft schon seine aktien wenn etwas grosses in naher zukunft ansteht?
wenn insider schon kein vertrauen ins eigene unternehmen haben sagt das schon alles aus.
im markman hearing weiterhin verzögerung ohne ende. ein ende ist meiner meinung nach nicht in sicht. das könnte noch jahre gehen.
beim operativen geschäfft außer hoher unerfüllter erwartungen ohne sichtbare bedeutende ergebnisse in form von umsatz und gewinn. entwickeln bis der arzt kommt. angeblich fertige entwicklungen dann wieder verbessern und danach nochmal weiterentwickeln.
liebe pros so wird das nix. aber respekt vor eurer geduld. nach 8 jahren die dieses unternehmen schon besteht ist da sicher schon investoren hornhaut gewachsen.
Antwort auf Beitrag Nr.: 46.865.810 von aaahhh am 24.04.14 08:50:53...... wie heisst es so schön: Die Pesimisten von heute sind die Käufer von Morgen..........
Coolbleiben
Coolbleiben
Antwort auf Beitrag Nr.: 46.864.416 von Coolbleiben am 23.04.14 21:48:34So ist es, man wartet auf den Spruch der Richterin (MR), die sich das ganze im Juli 2013 angehört hat ( MH) und noch nachträgliche Eingaben erfolgten.
Gruß aaahhh
Gruß aaahhh
Antwort auf Beitrag Nr.: 46.863.916 von wundernase am 23.04.14 19:48:03Hi Wundernase
Es ist korrekt, es geht um das Markman Ruling. Das Markman Hearing fand anfangs Juli 2013 statt.
(Markman Ruling = Empfehlung) so in etwa kann man es auch umschreiben.
Schöner Abend
Coolbleiben
Es ist korrekt, es geht um das Markman Ruling. Das Markman Hearing fand anfangs Juli 2013 statt.
(Markman Ruling = Empfehlung) so in etwa kann man es auch umschreiben.
Schöner Abend
Coolbleiben
Antwort auf Beitrag Nr.: 46.863.916 von wundernase am 23.04.14 19:48:03Ich traue mich mal. Was ist der Unterschied?
Trading Spotlight
Wenn ich mich nicht irre, geht es bei Zecotek um das Markman Ruling und nicht das Markman Hearing, den letzteres war ja bereits im 2013. Oder liege ich falsch.
Halleluja
Halleluja
Antwort auf Beitrag Nr.: 46.860.424 von Coolbleiben am 23.04.14 10:59:08Wieder so ein sinnfreier Beitrag eines Zeco-Anhängers.
-es kommt wie es kommen wird
-ich lass mich nicht nervös machen
-Nehme an, dass...
-Aufgrund meines Wissenstand...
ohne irgend einen Fakt.
Cool, durch solche Postings werden Leute eher abgeschreckt bei Zeco eonzusteigen.
Gruß
Miri
-es kommt wie es kommen wird
-ich lass mich nicht nervös machen
-Nehme an, dass...
-Aufgrund meines Wissenstand...
ohne irgend einen Fakt.
Cool, durch solche Postings werden Leute eher abgeschreckt bei Zeco eonzusteigen.
Gruß
Miri
Antwort auf Beitrag Nr.: 46.857.176 von Aurakel am 22.04.14 17:48:08Hallo Aurakel
Es kommt wie es kommen wird.............. :-)
Ich lasse mich jedenfalls nicht nervös machen.
Nehme an, dass es bei Zecotek im Hintergrund weiterhin planmässig läuft...
Ob sich die Richterin bis zum 13. Mai mit ihrer "Empfehlung" äussern wird muss abgewartet werden. Es ist jedenfalls nirgends schriftlich festgelegt, dass in einem Markman Hearing eine Empfehlung bis zum Geschworenen Gerichtstermin kommen muss....... ABER eine solche wäre natürlich sinnvoll im Vorfeld.
Aufgrund meines Wissenstand lasse ich mich jedenfalls durch die ewigen Nörgler nicht verunsichern.
Schöner Tag
Coolbleiben
Es kommt wie es kommen wird.............. :-)
Ich lasse mich jedenfalls nicht nervös machen.
Nehme an, dass es bei Zecotek im Hintergrund weiterhin planmässig läuft...
Ob sich die Richterin bis zum 13. Mai mit ihrer "Empfehlung" äussern wird muss abgewartet werden. Es ist jedenfalls nirgends schriftlich festgelegt, dass in einem Markman Hearing eine Empfehlung bis zum Geschworenen Gerichtstermin kommen muss....... ABER eine solche wäre natürlich sinnvoll im Vorfeld.
Aufgrund meines Wissenstand lasse ich mich jedenfalls durch die ewigen Nörgler nicht verunsichern.
Schöner Tag
Coolbleiben
WHAT'S NEW
Fiscal Q2 2014 Financials
Zecotek filed their financials for their fiscal 2014 second quarter ending January 31, 2014. Revenue remains
tepid, coming in at just $41k and again clearly did not reflect the initial $500k order from Hamamatsu for the
scintillation crystals which was placed near the end of July 2013 or the $1.5M follow-on order which was
announced in November. Instead Zecotek indicated that most of the (insignificant) revenue to-date has come
from companies that are testing the crystals prior to potentially placing larger future orders.
Relative to Hamamatsu, Zecotek noted that they have started shipments to that company related to integration of
the crystals into the new IDM modules which will be sold to third party PET OEMs. We have made some
revisions to our model to reflect the delayed recognition (relative to prior expectations) of the recent Hamamatsu
orders. We think the shipments will accelerate as the design of these new IDM s using Zecotek s crystals is
finalized which Hamamatsu continues to work to complete.
Q2 net income and EPS were ($1.7)M and ($0.02), compared to our ($863)k and ($0.01) estimates. The
difference in net income mostly reflecting an increase in R&D spend related to recent projects and additional
headcount.
Zecotek exited the quarter with $1.5M in cash and equivalents. Subsequent to quarter end, warrants and options
were exercised which aggregated to cash proceeds of $2.8M. Cash used in operating activities was $1.4M and
$2.5M in the three and six months ending January 31, 2014.
Recent Operational Highlights Focused on 3D Technology
As Zecotek is in the midst of initial roll-out of their scintillation crystals and related imaging products, they have
also made substantive progress towards moving their 3D technology closer to commercialization. As we first
noted in our previous update, the company s focus on bringing this technology to market in the near-term was
more accelerated than we had been expecting.
The company recently announced that they have been in discussions with major electronics companies to
develop an OLED/LED-based, flat screen, glasses-free, 3D HD television. While the company has not specifically
identified the potential partners that they are in discussions with, "major electronics companies" likely indicates
these are brand-name, major TV manufacturers.
Relative to the recent progress on moving the Display business forward, Zecotek's CEO noted in a recent press
release that, "We have overcome the main technical barriers required to meet the consumer preference for flat
screen form factors and HD picture quality with available OLED/LED flat screen display technologies. Renewed
discussions are now in progress and we feel confident about reaching a mutually rewarding business
arrangement."
In March 2014 Zecotek filed two patents with the U.S. Patent Office related to front and rear-projection autostereoscopic
3D display, allowing for 3D visualization (on both front projection and rear projection systems)
without the need for special glasses. Then in March the company announced that it was awarded a patent in
Korea related to its glasses-free 3D technology. With many of the major display manufacturers located in Korea,
this is potentially a step-forward for Zecotek towards a collaboration agreement in development of a glasses-free
3D display product.
While it is still unclear how soon commercialization of the 3D display technology for the consumer market may
materialize, we view the recent developments as materially positive and the progress more rapid than we had
previously anticipated.
Zecotek is also moving forward on other fronts related to its 3D technology. This includes their 3D projection
technology which they see applicable for applications where flat screens are not particularly important. This is
mainly the non-consumer markets including for applications such as advertising and large venue displays. Of
particular utility could be for 3D printing applications for commercial use.
In the last few months Zecotek announced that they are now designing a 3D interface platform between 3D
printers and their 3D display technology as well as developing their own 3D printer. The interface would allow
someone to see a 3D image of an object prior to actually printing it on a 3D printer. The user would be able to
Zacks Investment Research Page 3 scr.zacks.com
view the object from all angles and make any desired adjustments before they printed it, affording time, cost and
materials savings. Relative to a 3D printer, Zecotek is working with their long-time contracting partner LT-Pyrkal
(Armenia) in designing a compact, high speed and more efficient printer than the 3D printers currently on the
market. The design is still in the early stages.
With the rapid growth in popularity of 3D printing, this could be another high-potential opportunity for Zecotek's 3D
display technology. The company envisions initially subcontracting production of the 3D display units for the 3D
printer application and then potentially partnering for wider distribution.
While we still do not model a contribution from the display-related businesses (consumer or commercial related
markets), we believe the recent progress could provide a greater chance of upside to our outlook. We will be
monitoring ongoing developments and update our model if and when appropriate.
Maintaining Outperform Rating
Based on our DCF model, we value ZMS.V at approximately $3.75/share. We continue to see significant upside
in the share price based on the current market value. We are maintaining our Outperform rating.
Fiscal Q2 2014 Financials
Zecotek filed their financials for their fiscal 2014 second quarter ending January 31, 2014. Revenue remains
tepid, coming in at just $41k and again clearly did not reflect the initial $500k order from Hamamatsu for the
scintillation crystals which was placed near the end of July 2013 or the $1.5M follow-on order which was
announced in November. Instead Zecotek indicated that most of the (insignificant) revenue to-date has come
from companies that are testing the crystals prior to potentially placing larger future orders.
Relative to Hamamatsu, Zecotek noted that they have started shipments to that company related to integration of
the crystals into the new IDM modules which will be sold to third party PET OEMs. We have made some
revisions to our model to reflect the delayed recognition (relative to prior expectations) of the recent Hamamatsu
orders. We think the shipments will accelerate as the design of these new IDM s using Zecotek s crystals is
finalized which Hamamatsu continues to work to complete.
Q2 net income and EPS were ($1.7)M and ($0.02), compared to our ($863)k and ($0.01) estimates. The
difference in net income mostly reflecting an increase in R&D spend related to recent projects and additional
headcount.
Zecotek exited the quarter with $1.5M in cash and equivalents. Subsequent to quarter end, warrants and options
were exercised which aggregated to cash proceeds of $2.8M. Cash used in operating activities was $1.4M and
$2.5M in the three and six months ending January 31, 2014.
Recent Operational Highlights Focused on 3D Technology
As Zecotek is in the midst of initial roll-out of their scintillation crystals and related imaging products, they have
also made substantive progress towards moving their 3D technology closer to commercialization. As we first
noted in our previous update, the company s focus on bringing this technology to market in the near-term was
more accelerated than we had been expecting.
The company recently announced that they have been in discussions with major electronics companies to
develop an OLED/LED-based, flat screen, glasses-free, 3D HD television. While the company has not specifically
identified the potential partners that they are in discussions with, "major electronics companies" likely indicates
these are brand-name, major TV manufacturers.
Relative to the recent progress on moving the Display business forward, Zecotek's CEO noted in a recent press
release that, "We have overcome the main technical barriers required to meet the consumer preference for flat
screen form factors and HD picture quality with available OLED/LED flat screen display technologies. Renewed
discussions are now in progress and we feel confident about reaching a mutually rewarding business
arrangement."
In March 2014 Zecotek filed two patents with the U.S. Patent Office related to front and rear-projection autostereoscopic
3D display, allowing for 3D visualization (on both front projection and rear projection systems)
without the need for special glasses. Then in March the company announced that it was awarded a patent in
Korea related to its glasses-free 3D technology. With many of the major display manufacturers located in Korea,
this is potentially a step-forward for Zecotek towards a collaboration agreement in development of a glasses-free
3D display product.
While it is still unclear how soon commercialization of the 3D display technology for the consumer market may
materialize, we view the recent developments as materially positive and the progress more rapid than we had
previously anticipated.
Zecotek is also moving forward on other fronts related to its 3D technology. This includes their 3D projection
technology which they see applicable for applications where flat screens are not particularly important. This is
mainly the non-consumer markets including for applications such as advertising and large venue displays. Of
particular utility could be for 3D printing applications for commercial use.
In the last few months Zecotek announced that they are now designing a 3D interface platform between 3D
printers and their 3D display technology as well as developing their own 3D printer. The interface would allow
someone to see a 3D image of an object prior to actually printing it on a 3D printer. The user would be able to
Zacks Investment Research Page 3 scr.zacks.com
view the object from all angles and make any desired adjustments before they printed it, affording time, cost and
materials savings. Relative to a 3D printer, Zecotek is working with their long-time contracting partner LT-Pyrkal
(Armenia) in designing a compact, high speed and more efficient printer than the 3D printers currently on the
market. The design is still in the early stages.
With the rapid growth in popularity of 3D printing, this could be another high-potential opportunity for Zecotek's 3D
display technology. The company envisions initially subcontracting production of the 3D display units for the 3D
printer application and then potentially partnering for wider distribution.
While we still do not model a contribution from the display-related businesses (consumer or commercial related
markets), we believe the recent progress could provide a greater chance of upside to our outlook. We will be
monitoring ongoing developments and update our model if and when appropriate.
Maintaining Outperform Rating
Based on our DCF model, we value ZMS.V at approximately $3.75/share. We continue to see significant upside
in the share price based on the current market value. We are maintaining our Outperform rating.
Antwort auf Beitrag Nr.: 46.858.748 von harry-art3 am 22.04.14 22:49:08
Vom 08.April 2014. So alt ist das noch nicht.
Vom 08.April 2014. So alt ist das noch nicht.
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