CalAmp - DIE "next generation" Internetaktie? - 500 Beiträge pro Seite

[FalcoForever2000]

Hallo allerseits,
da es zu der Aktie noch kein Diskussionsforum gibt und trotz beachtlicher Performance noch erhebliches Potential darin schlummern soll, frage ich mal nach Meinungen etc. dazu.
Dem Internet der Zukunft, überall und mit allen Geräten, Fahrzeugen usw. immer vernetzt, soll ja ein gigantisches Wachstum in den nächsten Jahren bevorstehen!

[windscout]

Antwort auf Beitrag Nr.: 46.406.350 von FalcoForever2000 am 08.02.14 11:39:44

Falco, wenn du am 8.2. eingestiegen sein solltest, dann wärst du ein Glückspilz mit dem richtigen Riecher. Heute schoss die Aktie um 86% hoch, nachdem Forbes Folgendes schrieb: http://www.forbes.com/sites/briansolomon/2014/03/06/pixelwor…
Apple elektrisiert halt noch immer

[R-BgO]

watchlist.

[R-BgO]

bin jetzt auch mal mit einer sehr kleinen Anfangsposition dabei

[snitch]

Ich bin auch seit Ende letzten Jahres dabei. Blöderweise genau im peak bei 21,80 eingestiegen. Seitdem gings dann kontinuierlich bergab. Aber ich bleib optimistisch.

Nur sehr schade dass es wirklich nirgends halbwegs brauchbare News zu CalAmp gibt.

[R-BgO]

Antwort auf Beitrag Nr.: 46.738.137 von snitch am 31.03.14 15:27:52

http://seekingalpha.com/article/1921111-calamp-too-strong-mo…

[Kostolanys Erbe]

Antwort auf Beitrag Nr.: 46.738.727 von R-BgO am 31.03.14 16:30:17

Insider verkaufen ihre shares durch Optionierung

mit tollen Gewinnen....

einfach mal runterscrollen...

http://www.finviz.com/quote.ashx?t=camp

[snitch]

Was passiert hier eigentlich gerade? Die Aktie im freien Fall!

[Ulf-Imat]

http://www.calamp.com/company
http://www.wikinvest.com/stock/CalAmp_(CAMP)/Data/Key_Metric…
http://financials.morningstar.com/ratios/r.html?t=CAMP
http://www.macroaxis.com/invest/compare/CAMP
http://markets.ft.com/research/Markets/Tearsheets/Forecasts?…
http://www.vuru.co/analysis/CAMP
http://www.youtube.com/user/CalAmpCorp
http://chart.finance.yahoo.com/z?s=CAMP&t=my&q=l&l=on&z=l&a=…

[snitch]

keine Besserung in Sicht bei CalAmp?

[snitch]

ah ich sehe gerade gestern gab es bei CalAmp Quartalszahlen.

"-- Consolidated fiscal year revenue rose to a historic record of $236 million, up 31% year-over-year"

Also durch die Bank gute Nachrichten, satter Gewinn, ausgesprochen gute Zukunftsaussichten und doch verliert die Aktie heute mehr als 20%!!!

Muss man nicht verstehen.

[freddyland]

Ich bin seit einigen Monaten dabei und habe den kompletten Absturz mitgemacht.

Habe mich heute dazu entschieden nachzukaufen. Dadurch konnte ich den Einstandskurs erheblich senken.

Wie verhaltet ihr euch?

http://www.thestreet.com/story/12683606/1/why-calamp-camp-st…

[snitch]

Ich hatte am Freitag auch überlegt nachzukaufen. Gut dass ich es nicht getan hab jetzt warte ich erstmal den endgültigen Boden ab. Tendiert ja grad steil richtung einstelliger Kurs.

[linkshaender]

Habe den Wert auch schon eine ganze Weile auf der Watchlist. Bin mir im Moment aber noch zu unsicher, d.h. ich bin erstmal an der Seitenlinie.

[snitch]

hab letzte Woche bei 12,50 bisschen nachgekauft. Seitdem gehts auch wieder nach oben. Hoffen wir dass der Aufwärtstrend anhält. Ab 16 Euro wäre ich dann auch wieder im Plus mit der Aktie

[linkshaender]

Antwort auf Beitrag Nr.: 46.875.960 von snitch am 25.04.14 16:21:47

Wenn man den Verlauf nach den letzten Zahlen sieht, scheint Calamp ja wirklich hoch volatil zu sein und nichts für schwache Nerven.

[R-BgO]

versuche die Vola zu nutzen und mich zu mehr Aufmerksamkeit zu bringen, indem ich einen straddle aufgemacht habe:

Kauf Aktie zu $18,45, dazu short call Jun2015 mit strike 22,50 zu 1,10 und short put mit strike 17,50 zu 2,20

macht eingesetztes Kapital pro Kontrakt von 3.265$.

Wenn der Kurs im Juni über 22,50 steht, habe ich 4.000$ als maximales Ergebnis, wenn er unter 17,50 steht, dann ist der Einstand pro Aktie bei 16,33;

schaun'mer mal wie's läuft

[Betterway]

naja, wenn man den 3 Jahre Chart mal von 5 € beginnend, diagonal nach jetzigem Stand, wohl ca. 16 zieht, die Übertreibung, war wohl eine dabei dann völlig außer acht lässt, dann ist sie jedes Jahr um ca. 100 % gestiegen. Warum sollte dies jetzt, wo die technische Veränderung ja gerade erst beninnt, anders sein ?? Hab allerdings erstmal NXP und Skywork Solution gekauft, läuft ganz gut. Evtil. aber noch Platz ?? Gruß B.

[R-BgO]

Antwort auf Beitrag Nr.: 48.095.776 von R-BgO am 21.10.14 18:07:26

sieht bisher doch ganz gut aus...

[R-BgO]

(potentielle) Verwässerung

CALAMP ANNOUNCES PRICING OF $150 MILLION PRIVATE OFFERING OF 1.625% CONVERTIBLE SENIOR NOTES
OXNARD, CA -- (Marketwired) -- 05/01/15 --

CalAmp (NASDAQ: CAMP), announced today the pricing of its private offering of $150 million aggregate principal amount of 1.625% Convertible Senior Notes due 2020 (the "notes") to be sold to qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). The size of the offering was increased from the previously announced aggregate principal amount of $125 million. CalAmp has granted the initial purchasers of the notes a 30-day option to purchase up to an additional $22.5 million aggregate principal amount of notes. The offering is expected to close on May 6, 2015, subject to customary closing conditions.

The notes will be CalAmp's unsecured obligations, effectively subordinated in right of payment to any future secured senior indebtedness and structurally subordinated to all existing and future indebtedness of CalAmp's subsidiaries. The notes will pay interest semi-annually in cash on May 15 and November 15 at a rate of 1.625% per year, commencing November 15, 2015. The notes will mature on May 15, 2020, unless earlier repurchased or converted.

CalAmp estimates that the net proceeds from the offering of the notes will be approximately $145.6 million (or approximately $167.5 million if the initial purchasers exercise their option to purchase additional notes in full), after deducting the initial purchasers' discount and estimated offering expenses. CalAmp expects to use (i) approximately $13.4 million of the net proceeds from the offering of the notes to fund the cost of the convertible note hedge transactions with the hedge counterparties, as described below (after such cost is partially offset by the proceeds to CalAmp from the separate sale of the warrants described below), and (ii) the remainder of the net proceeds for general corporate purposes, which may include acquisitions or other strategic transactions and working capital.

The holders of the notes will have the ability to require CalAmp to repurchase all or any portion of their notes for cash in the event of a fundamental change. In such case, the repurchase price would be 100% of the principal amount of the notes being repurchased plus any accrued and unpaid interest.

Prior to November 15, 2019, the notes will be convertible only upon the occurrence of certain events and during certain periods, and thereafter, at any time until the close of business on the second scheduled trading day preceding the maturity date of the notes. The notes will be convertible at an initial conversion rate of 36.2398 shares of CalAmp common stock per $1,000 principal amount of the notes, which is equivalent to an initial conversion price of approximately $27.59 per share, which represents a conversion premium of approximately 40% to the last reported sale price of $19.71 per share of CalAmp common stock on the Nasdaq on April 30, 2015. In addition, following certain corporate transactions that occur prior to the maturity date, CalAmp will, in certain circumstances, increase the conversion rate for a holder that elects to convert its notes in connection with such corporate transaction. Upon any conversion, CalAmp's conversion obligation will be settled in cash, shares of CalAmp common stock, or a combination of cash and shares of CalAmp common stock, at CalAmp's election.

In connection with the offering of the notes, CalAmp has entered into privately negotiated convertible note hedge transactions with affiliates of certain initial purchasers of the notes and other financial institutions (the "hedge counterparties"). The convertible note hedge transactions cover, subject to anti-dilution adjustments substantially similar to those applicable to the notes, the number of shares of CalAmp common stock that will initially underlie the notes. CalAmp has also entered into separate privately negotiated warrant transactions with the hedge counterparties relating to the same number of shares of CalAmp common stock, subject to customary anti-dilution adjustments. The strike price of the warrant transactions will initially be $39.42 per share, which represents a 100% premium to the last reported sale price of CalAmp common stock on the Nasdaq on April 30, 2015. In addition, if the initial purchasers exercise their option to purchase additional notes, CalAmp expects to sell additional warrants to the hedge counterparties and use a portion of the proceeds from the sale of the additional notes and from the sale of the additional warrants to enter into additional convertible note hedge transactions with the hedge counterparties. The convertible note hedge transactions are expected generally to reduce the potential dilution with respect to CalAmp common stock and/or reduce the amount of any cash payments CalAmp is required to make in excess of the principal amount of any converted notes upon conversion of the notes. However, the warrant transactions will separately have a dilutive effect with respect to CalAmp common stock to the extent that the market price per share of CalAmp common stock exceeds the applicable strike price of the warrants on any expiration date of the warrants.

In connection with establishing their initial hedges of the convertible note hedge transactions and warrant transactions concurrently with, or shortly after, the pricing of the notes, the hedge counterparties or their respective affiliates expect to enter into various derivative transactions with respect to CalAmp common stock. In addition, the hedge counterparties or their respective affiliates may modify their hedge positions by entering into or unwinding various derivative transactions with respect to CalAmp common stock and/or by purchasing or selling CalAmp common stock or other CalAmp securities in open market transactions and/or privately negotiated transactions following the pricing of the notes from time to time (and are likely to do so during any observation period related to a conversion of notes). Any of these hedging activities could also cause or avoid an increase or decrease in the market price of CalAmp common stock or the notes.

The notes and the shares of CalAmp common stock issuable upon conversion thereof, if any, have not been registered under the Securities Act or applicable state securities laws and may not be offered or sold in the United States except pursuant to an exemption from the registration requirements of the Securities Act and applicable state securities laws.

[R-BgO]

Antwort auf Beitrag Nr.: 48.095.776 von R-BgO am 21.10.14 18:07:26

Zitat von R-BgO: versuche die Vola zu nutzen und mich zu mehr Aufmerksamkeit zu bringen, indem ich einen straddle aufgemacht habe:

Kauf Aktie zu $18,45, dazu short call Jun2015 mit strike 22,50 zu 1,10 und short put mit strike 17,50 zu 2,20

macht eingesetztes Kapital pro Kontrakt von 3.265$.

Wenn der Kurs im Juni über 22,50 steht, habe ich 4.000$ als maximales Ergebnis, wenn er unter 17,50 steht, dann ist der Einstand pro Aktie bei 16,33;

schaun'mer mal wie's läuft

Aktueller Kurs rund 20$ => alles gut gelaufen

$1,65 Prämie pro Aktie eingesackt;

nächste Woche setze ich das gleiche Spielchen nochmal auf

[R-BgO]

diesmal:

short-call mit strike 20@Dez15 zu 1,55
short-put mit strike 17,50@Dez15

[R-BgO]

Antwort auf Beitrag Nr.: 50.026.185 von R-BgO am 22.06.15 18:09:51

Zitat von R-BgO: diesmal:

short-call mit strike 20@Dez15 zu 1,55
short-put mit strike 17,50@Dez15 zu 1,56

=> Kurs am Ende über 20 ergibt 13% Rendite aufs eingesetzte Kapital
=> Kurs am Ende unter 17,50 ergibt Einstand von $16,58 je Aktie = 11,5% Discount auf aktuellen Kurs

[R-BgO]

heute läuft ein short-put vom Januar mit strike 15$ ab;

so wie es aussieht, darf ich die Prämie wohl behalten...

[Betterway]

Antwort auf Beitrag Nr.: 50.654.010 von R-BgO am 18.09.15 12:44:01

Hallo R... was macht CalAmpe so anders ?? Welches ist der gößte Unterschied ?? Gruß B.

[linkshaender]

Antwort auf Beitrag Nr.: 50.766.837 von Betterway am 03.10.15 11:43:48

Ich versuche mich mal an einer Antwort:
-> innovatives Geschäftsfeld im Bereich IoT
-> allerdings ohne Hype und ohne mediale Aufmerksamkeit
-> Nähe zum Industrieservice, der aktuell auch leidet
-> i.W. abhängig von einem großen Kunden

Gruß
LH

[R-BgO]

Antwort auf Beitrag Nr.: 50.766.837 von Betterway am 03.10.15 11:43:48

Verstehe die Frage nicht

"so anders" als was?

"größter Unterschied" zu was?


Aus meiner Perspektive ist CalAmp ein "stinknormaler" Player im Bereich Telematik-Dienstleistungen:

ein sehr interessanter Potentialmarkt, mit beginnendem Wachstum und noch überschaubarer Profitabilität.

Peergroup (Erweiterungen welcome):
Thread: Fleetmatics Reports Strong First Quarter Financial Results and Subscriber Growth
Thread: TOMTOM wieder im Aufwind
Thread: Digicore Holdings
Thread: Cartrack Holdings
Thread: Mix Telematics
Thread:   ORBCOMM Announces Fourth Quarter and Full Year 2014 Results
Thread: Trimble Navigation
Thread: Mobileye - The Next Big Thing?

[R-BgO]

am Do kamen Zahlen:

CALAMP REPORTS RECORD FISCAL 2016 SECOND QUARTER FINANCIAL RESULTS

OXNARD, CA -- (Marketwired) -- 10/01/15 -- CalAmp (NASDAQ: CAMP), a leading provider of wireless products, services and solutions, today reported results for its second quarter ended August 31, 2015. Highlights include:

Consolidated revenue up 18% year-over-year to a record $69.8 million

Wireless Datacom revenue up 23% year-over-year to a record $61.8 million

GAAP net income up 7% year-over-year with diluted GAAP EPS of $0.10

Adjusted Basis (non-GAAP) net income up 30% with diluted non-GAAP EPS of $0.27

Adjusted EBITDA margin of 16.9% compared to 14.1% in the second quarter last year

Operating cash flow of $12.4 million compared to $8.7 million in the second quarter last year

Total cash and marketable securities balance at August 31, 2015 of $218 million



Commenting on the second quarter fiscal 2016 results, Michael Burdiek, CalAmp's President and Chief Executive Officer, said, "We had an outstanding second quarter, posting record revenues of $69.8 million and a 30% year-over-year increase in non-GAAP net income. Our continued operational execution resulted in Adjusted EBITDA of $11.8 million and operating cash flow of $12.4 million. During the quarter we experienced robust demand for our Mobile Resource Management (MRM) products from fleet management and asset tracking customers, along with solid growth in our Wireless Networks business. Our Satellite segment revenues were in-line with expectations while a favorable product mix drove higher gross margins and strong profitability. Our momentum exiting the quarter, coupled with an expanding pipeline of opportunities, is providing CalAmp with a strong tailwind heading into the second half of fiscal 2016."

Fiscal 2016 Second Quarter Results
Total revenue for the fiscal 2016 second quarter was a record $69.8 million compared to $59.2 million for the second quarter of fiscal 2015. Wireless Datacom revenue increased to $61.8 million from $50.2 million in the same period last year, while Satellite revenue was $8.0 million in the second quarter compared to $9.0 million in the comparable quarter last year.

Consolidated gross profit for the fiscal 2016 second quarter was $25.3 million, an increase of $4.8 million over the same quarter last year, primarily attributable to higher Wireless Datacom revenue. Consolidated gross margin was 36.2% in the fiscal 2016 second quarter, compared to 34.6% in the second quarter last year.

GAAP net income for the fiscal 2016 second quarter was $3.5 million, or $0.10 per diluted share, compared to net income of $3.3 million, or $0.09 per diluted share, in the second quarter of last year. Although the Company's GAAP-basis effective tax rate of 37.0% in the latest quarter approximates the combined US federal and state statutory tax rate, the Company's pretax income is still largely sheltered from taxation by net operating loss and research and development tax credit carryforwards, and is expected to remain so for the next several years.

Non-GAAP net income for the fiscal 2016 second quarter was $9.8 million, or $0.27 per diluted share, compared to non-GAAP earnings of $7.5 million, or $0.21 per diluted share, for the second quarter last year. Non-GAAP net income excludes the impact of intangibles amortization expense, stock-based compensation expense and non-cash interest expense in the form of debt discount amortization, and includes an income tax provision for cash taxes paid or payable for the period. A reconciliation of the GAAP-basis pretax income to the non-GAAP net income and earnings per diluted share is provided in the table at the end of this press release.

Liquidity
As of August 31, 2015, the Company had total cash and marketable securities of $217.7 million and total debt outstanding of $136.7 million. Net cash provided by operating activities was $12.4 million during the second quarter and $28.8 million for the first six months of fiscal 2016, up from $16.1 million for the first six months of fiscal 2015. The unused borrowing capacity on CalAmp's bank revolver at quarter-end was $15 million.

Business Outlook
Commenting on the Company's business outlook, Mr. Burdiek said, "Looking at our fiscal 2016 third quarter, we expect to achieve consolidated revenue in the range of $71 to $76 million. We expect our Wireless Datacom and Satellite segment revenues in the third quarter to be solidly higher on both a sequential quarter and year-over-year basis. At the bottom line, we expect third quarter GAAP-basis net income in the range of $0.08 to $0.12 per diluted share and non-GAAP net income in the range of $0.26 to $0.30 per diluted share."

Mr. Burdiek continued, "For our fiscal 2016 full-year outlook, we continue to expect consolidated revenues to gain momentum as the year progresses. Full-year revenues are expected to be in the range of $281 to $289 million, driven by continued growth in our Wireless Datacom segment and a much stronger second half in our Satellite segment. Our increasing scale, impressive roster of global enterprise customers and ongoing strategic investments position us well to sustain our momentum into fiscal 2017 and beyond."

[Betterway]

Antwort auf Beitrag Nr.: 50.767.161 von R-BgO am 03.10.15 12:44:34

Danke erstmal, muss mal alles durchstöbern, einlesen ! Gruß B.

[Betterway]

Antwort auf Beitrag Nr.: 50.767.953 von Betterway am 03.10.15 16:16:31

.. zumindest scheinen einige von den Zahlen positiv überrascht gewesen zu sein, der gestrige Kursprung scheint dies zu belegen. Suche noch ein bis zwei Werte für long ! Nidec ?? Kuka ?? oder so.. Gruß B. Danke nochmal.

[linkshaender]

Antwort auf Beitrag Nr.: 50.767.977 von Betterway am 03.10.15 16:19:31

Gefühlt habe ich diese Beobachtung schon mehrmals gemacht. Dann fällt der Kurs wieder bis zu den nächsten Zahlen. Vlt. zocke ich beim nächsten Mal einfach darauf.

[Betterway]

Antwort auf Beitrag Nr.: 50.768.190 von linkshaender am 03.10.15 17:17:06

Mein aktueller zock ist BYD, schon abgesichert, könnte aber mehr draus werden, denn die Chinesen tun mehr für Umwelt und protegieren die eigenen Firmen. Mal sehn, Gruß B.

[Betterway]

10% Anstieg durch Aquisition. Dies bei der Marktlage ? Einschätzungen für 2016 ???? Gruß B.

[Betterway]

Hält sich doch erstaunlich gut !! Wo sind die Profis, die verstehen, was Cal... besser macht ? Trau mich grad nicht rein... hält sie sich aber weiter so gut, wird dies bald der Fall sein. Gruß B.

[R-BgO]

Antwort auf Beitrag Nr.: 51.292.203 von Betterway am 12.12.15 10:53:39

CALAMP OFFERS TO ACQUIRE LOJACK FOR .50 PER SHARE IN CASH, REPRESENTING A 58%

PREMIUM, IN $113 MILLION TRANSACTION

CalAmp's Offer Provides LoJack Shareholders With Immediate and Certain Cash Value at a Significant Premium

Combination Would Create a Market Leader Well-Positioned to Drive Broad Adoption of Vehicle Telematics Technologies and Applications


OXNARD, CA -- (Marketwired) -- 12/10/15 --

CalAmp (NASDAQ: CAMP), a leading provider of wireless products, services and solutions, today announced that it has made an offer to acquire all of the outstanding shares of common stock of LoJack Corporation (NASDAQ: LOJN) ("LoJack"), a provider of vehicle theft recovery systems and advanced fleet management solutions, for $5.50 per share in cash, in a transaction valued at approximately $113 million.

CalAmp's offer represents a premium of:

58% to LoJack's closing stock price on December 9, 2015;
75% to LoJack's average closing price for the last 60 days; and
24% to LoJack's 52 week high.

"For nearly two years, we have tried to engage with LoJack in friendly discussions regarding a combination of our two companies, and in the past 14 months we have made three all-cash offers to LoJack. To our disappointment, and to the detriment of LoJack's shareholders, LoJack has not demonstrated willingness to move toward actively negotiating a transaction with us. We are excited by the prospect of combining our two businesses and believe our $5.50 per share cash offer provides LoJack shareholders with a substantial premium for their investment in LoJack, while also eliminating the risks associated with LoJack continuing to operate on a standalone basis," said Michael Burdiek, CalAmp's President and Chief Executive Officer.

Mr. Burdiek continued, "The combination of LoJack's world renowned brand and strong relationships with CalAmp's leading portfolio of wireless connectivity devices, software, services and applications would create a market leader that is well-positioned to drive the broad adoption of vehicle telematics technologies and applications worldwide. Moreover, we respect and admire the talented team at LoJack and believe that the benefits of a business combination are significant for stakeholders of both companies. The Board of Directors of CalAmp unanimously supports this offer and believes, with close cooperation and focus among our respective teams, we can move expeditiously to complete due diligence and execute a definitive agreement. We look forward to LoJack's careful and serious consideration of our offer and remain ready to engage with LoJack's Board of Directors to complete this transaction."

CalAmp today sent the following letter to LoJack's Chief Executive Officer and President and Board of Directors:

December 10, 2015

Mr. Randy L. Ortiz
Chief Executive Officer and President
LoJack Corporation
40 Pequot Way
Canton, Massachusetts 02021

Dear Randy:

As you are aware, CalAmp has been trying to engage with LoJack in friendly discussions regarding a business combination for nearly two years. We are very disappointed that you have not moved toward actively negotiating a transaction with us in light of our latest offer of $5.50 per share in cash for 100% of the outstanding shares of LoJack dated November 10, 2015. Given our strong belief in the compelling opportunities a potential combination of CalAmp and LoJack offers, and having been unsuccessful in moving forward privately, we have determined that the most constructive path forward to realize the value inherent in this combination is to provide your shareholders with the details of our compelling offer.

Accordingly, on behalf of our Board of Directors, we are writing to again offer to acquire all of the issued and outstanding shares of the common stock of LoJack for $5.50 per share in cash. This offer represents a 58% premium to LoJack's closing price on December 9, 2015, a 75% premium to LoJack's average closing stock price for the last 60 days and a 24% premium to LoJack's 52 week high. It is important to highlight that LoJack's stock has not traded above our latest offer price over the last 17 months. Moreover, our offer provides LoJack shareholders with this substantial cash premium for their investment in LoJack while also eliminating the risks associated with LoJack continuing to operate on a standalone basis.

As you are well aware, in addition to our November 10, 2015 offer, we have previously made two other written offers to acquire all of the outstanding shares of LoJack, the first in October 2014 and the second in March 2015, that were rejected by the LoJack Board. Since our initial proposal, LoJack's top-line performance has declined with reported revenue decreasing more than 2% through the first nine months of fiscal 2015 as compared to the prior year, a continuation of a multi-year revenue decline trend. Since we first approached you about a transaction, we have been clear in our belief that the benefits of a business combination are significant and are simply too compelling to ignore. We believe this is a win-win transaction for both companies as it would, among other things:

Drive future accelerated growth in revenues and profits for the combined company as a leader in our targeted markets;

Offer customers access to an integrated, turnkey offering that enables a multitude of high value applications in the areas of dealer operational efficiency, vehicle security and monitoring, vehicle safety, maintenance and service, and automotive insurance, among others; and

Increase innovation and reliability through our combined technology offerings, thereby helping to ensure that our customers and partners remain competitive in today's rapidly evolving markets.
Our companies share a similar strategic vision: to drive the broad adoption of vehicle telematics technologies and applications to the market worldwide. The combination of LoJack's world renowned brand and strong relationships with CalAmp's leading portfolio of wireless connectivity devices, software, services and applications would create a market leader that is well-positioned to achieve this exciting vision.

Moreover, we respect and admire LoJack and expect that the combined company will draw from LoJack's considerable relationships, particularly in the auto dealer channel, that have been cultivated over many years and are some of the longest standing in the industry.

We continue to be in a position to move forward expeditiously to negotiate and finalize a transaction. As you know, we previously engaged Canaccord Genuity as our financial advisor, and Gibson, Dunn & Crutcher as our legal counsel. Importantly, as with all our previous offers, this offer includes no financing condition as we have ample financial resources to fund the proposed transaction.

The Board of Directors of CalAmp unanimously supports this offer and the combination of CalAmp and LoJack. As a next step, we and our advisors are ready to meet with you and your team to complete our due diligence and negotiate a definitive agreement. We are confident that with close cooperation and focus among our respective teams, we can move expeditiously to complete due diligence and execute a definitive agreement.

While it remains our strong desire and preference to work with you and the LoJack Board of Directors toward a mutually agreeable transaction, we are well advised and prepared to take the necessary actions to realize the value inherent in this proposed combination.

This letter is non-binding and is not intended to create or constitute any legally binding obligation, liability or commitment regarding the contemplated transaction, including any obligation to negotiate or enter into an agreement, and there will be no legally binding agreement regarding the contemplated transaction unless and until a definitive transaction agreement is executed.

In closing, we are excited by the prospect of combining our two businesses and are confident your shareholders will strongly support the substantial value we are offering to them.

We trust you and your Board will carefully evaluate this highly attractive and extremely compelling opportunity.

Sincerely,
Michael Burdiek
President and Chief Executive Officer

cc:

Mr. Rory Cowan, Chairman of the Board
Mr. Alan L. Bazaar, Director
Mr. Gary E. Dilts, Director
Ms. Marcia J. Hooper, Director
Mr. Phil Horlock, Director
Mr. John H. MacKinnon, Director
Mr. David J. Shea, Director
Mr. Edward F. Davis, III, Director
Mr. John Janitz, Director
Mr. Jose M. Oxholm-Uribe, SVP & GC

This offer does not include a financing condition, and CalAmp is prepared to execute the offer using cash on hand.

Canaccord Genuity is serving as financial advisor to CalAmp and Gibson, Dunn & Crutcher is serving as legal counsel.

[Betterway]

Antwort auf Beitrag Nr.: 51.479.562 von R-BgO am 13.01.16 11:17:00

Danke, sieht immer noch gut aus !! Hält sich am "Hoch", juckt in den Fingern. Hab gerade keine Kohle. Gruß B.

[R-BgO]

Antwort auf Beitrag Nr.: 51.292.203 von Betterway am 12.12.15 10:53:39

aktuelle Präsentation:

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9N…

[R-BgO]

Antwort auf Beitrag Nr.: 51.479.562 von R-BgO am 13.01.16 11:17:00

Thread: LoJack - Telematikprovider

[Betterway]

.. und hält sich wieder gut, bei dem Abverkauf !! Gruß B. Ich warte noch ein weilchen, mit Einstieg.

[Betterway]

na, wie sind die Meinungen ?? Wenn man den Ausreißer nach oben mal weglässt, hält sie sich doch gut. Langfristanlage ?? Gruß B.

[R-BgO]

Antwort auf Beitrag Nr.: 51.479.562 von R-BgO am 13.01.16 11:17:00

sie ham' noch einen Schnaps draufgelegt und jetzt soll's was werden:

.
.
Calamp Corp. (CAMP) to Acquire LoJack (LOJN) in $134M Deal


CalAmp (NASDAQ: CAMP) and LoJack Corporation (NASDAQ: LOJN) announced that the companies have entered into a definitive agreement pursuant to which CalAmp will acquire all of the outstanding shares of common stock of LoJack for $6.45 per share in an all cash transaction valued at approximately $134 million.

This transaction, which has been unanimously approved by both companies' Boards of Directors, will create a leader in connected car solutions and vehicle telematics applications. The combination builds on both companies' complementary strengths and is expected to accelerate the broad adoption of vehicle telematics technologies and applications around the globe.

"The acquisition of LoJack aligns with our strategy to deliver innovative, next generation connected vehicle telematics technologies, thereby accelerating our roadmap in these large and fast growing markets, while creating value for our customers, partners and shareholders," said Michael Burdiek, CalAmp's President and Chief Executive Officer. "By combining with LoJack, we expect to enhance our ability to deliver novel connected vehicle telematics technologies and applications to our global customers. Moreover, we believe that LoJack's considerable relationships, particularly in the U.S. auto dealer channel, as well as in the commercial space with heavy equipment providers and their international licensee footprint, will create new opportunities for growth and strengthen our competitive position. We are excited to welcome LoJack's talented team to CalAmp and look forward to realizing the benefits that we expect this transaction to create."

"This transaction delivers immediate and significant cash value to our shareholders at a substantial premium and represents a successful conclusion to the Board's review of strategic alternatives to enhance shareholder value," said Randy Ortiz, LoJack's President and Chief Executive Officer. "We are proud that CalAmp recognizes LoJack's success over the last 30 years in creating best-in-class theft recovery solutions and developing strong channel and end customer relationships around the world. With CalAmp as our partner, the LoJack brand will continue to expand beyond our foundational stolen vehicle recovery business by providing our customers and partners with enhanced product offerings to better protect and manage their assets. We look forward to working with the CalAmp team to ensure a smooth transition and accelerate the strategic initiatives already underway at LoJack as we take our great brand into the future."

Anticipated Strategic and Financial Benefits of Transaction

Creates market leader well-positioned to succeed through powerful combination of best-in-class products with broad market access: CalAmp's leading portfolio of wireless connectivity devices, software, services and applications, combined with LoJack's world renowned brand, proprietary stolen vehicle recovery product, unique law enforcement network and strong relationships with auto dealers, heavy equipment providers and global licensees, will create a market leader that is well-positioned to drive the broad adoption of connected car solutions and vehicle telematics technologies and applications worldwide.

Provides customers and industry participants in target markets with exciting value proposition: The combined company will offer customers access to integrated, turnkey offerings that enable a multitude of high value applications encompassing vehicle security and enhanced driver safety. Furthermore, the combination of CalAmp's and LoJack's technology offerings is expected to provide global customers with connected vehicle applications to help ensure that retail auto dealers remain competitive and relevant in today's rapidly evolving markets.

Accretive transaction and updated business outlook: The transaction is expected to be highly accretive to CalAmp's earnings in the first 12 months following consummation of the transaction. Based on the estimated timeframe for closing, CalAmp expects consolidated revenue to be in excess of $400 million for its fiscal year ending February 28, 2017, and for LoJack to contribute approximately $10 million in Adjusted EBITDA (earnings before interest, taxes, depreciation, amortization, stock compensation expense and acquisition-related expenses) and $0.15 to $0.25 in Non-GAAP earnings per share to CalAmp's fiscal 2017 consolidated results. CalAmp's Non-GAAP earnings per share exclude intangibles amortization, stock compensation expense, acquisition-related expenses, and non-cash income tax expense.

Closing and Approvals Under the terms of the definitive agreement, a wholly-owned subsidiary of CalAmp will commence a tender offer to acquire all of the outstanding shares of LoJack common stock for $6.45 per share of LoJack common stock tendered. Following completion of the tender offer, the parties will effect a second-step merger pursuant to which all remaining shares of LoJack common stock not tendered in the offer will be converted into the right to receive the same cash price per share as in the offer.

The transaction is expected to close during CalAmp's fiscal 2017 first quarter, subject to customary closing conditions, including regulatory approvals and the tender of a number of LoJack shares that, together with other shares owned or to be acquired by CalAmp and its subsidiaries, represent at least two thirds of the total number of LoJack's outstanding shares. CalAmp will fund the acquisition with existing cash on hand.

Mon, 01 Feb 2016 16:03:01 -0500

[Betterway]

hmmh, denke, ich werde mir ein paar zulegen ! Wenn ich mir den Chart ansehe, die Übertreibung - 14 - weglasse, dann macht das mal satte 100 % . Wollte schon eher einsteigen, hab mich aber nicht getraut. Jetzt werd ich es tun ! Bauch sagt "ok" . :-) Gruß B.

[linkshaender]

Antwort auf Beitrag Nr.: 52.068.719 von Betterway am 28.03.16 11:14:10

Verstehe nicht, wo Du die 100% siehst, zumal der 14er Peak nicht berücksichtigt werden soll?

[Betterway]

ok, hab nochmal nachgesehen, haut nicht ganz hin, stand 1.1.13 bei 8€, sind ja auch gut 30% pro Jahr. Hab aber leider zu wenig Ahnung von den Techs. Produkt scheint aber doch gefragt zu sein?? Kann dies nur anhand der Homepage beurteilen. Ich werd sehn.... Gruß B.

[linkshaender]

Antwort auf Beitrag Nr.: 52.070.222 von Betterway am 28.03.16 17:39:34

Ist schon seit 2 Jahren eine konstante Seitwärtsbewegung zwischen 16$ und 20$. Da kann man auf dem aktuellen Niveau schon überlegen einen Spekulation auf 20% Gewinn zu machen. Mal schauen, was die Entwicklung bis zu den Zahlen noch so bringt.

[R-BgO]

Antwort auf Beitrag Nr.: 51.644.794 von R-BgO am 03.02.16 10:18:55

anlässlich der Ausbuchung meiner LoJack-Stücke mal wieder draufgeschaut:

.
CALAMP ANNOUNCES COMPLETION OF ACQUISITION OF LOJACK; PROVIDES BUSINESS UPDATE

Issues Preliminary FY16 Fourth Quarter and Full Year Results, as Well as FY17 First Quarter Outlook; Comments on Recent Jury Verdict Related to Patent Infringement Lawsuit


OXNARD, CA -- (Marketwired) -- 03/21/16 --

CalAmp (NASDAQ: CAMP), a leading provider of wireless products, services and solutions, today announced completion of its acquisition of LoJack Corporation and provided a business update on its operations and financial outlook.

Completion of Acquisition of LoJack Corporation

On March 18, 2016, CalAmp completed its previously-announced acquisition of LoJack Corporation ("LoJack") by effecting a short-form merger between its wholly-owned subsidiary, Lexus Acquisition Sub, Inc., and LoJack, with LoJack surviving the merger. As a result of the merger, LoJack became a direct, wholly-owned subsidiary of CalAmp.


Business Update

Preliminary FY16 Fourth Quarter and Full Year Results
The Company expects to report consolidated revenues in its fiscal fourth quarter ended February 29, 2016 of approximately $71 million, versus its previously announced guidance range of $73 to $78 million for the quarter. The Company also expects to report record Adjusted Basis Net Income of approximately $0.32 per diluted share for the fourth quarter, which despite lower than expected revenues is at the high-end of the previously announced guidance range due to a favorable change in product mix. The Company also expects to report records for consolidated gross profit margin, Adjusted EBITDA and Adjusted EBITDA Margin for the fiscal fourth quarter. For the fiscal 2016 full year, CalAmp expects to report record consolidated revenue of approximately $281 million, up 12% year over year, with Wireless DataCom revenue up just over 13%, and record Adjusted Basis Net Income of $1.15 per diluted share, up 20% year over year.

Michael Burdiek, CalAmp's President and Chief Executive Officer, said, "Fiscal 2016 fourth quarter revenue was lower than expected, primarily due to MRM product supply constraints and the slow responsiveness of a supply chain partner following the Chinese New Year. This situation was exacerbated by irregular order flow for MRM products following the year-end holidays. These factors prevented us from fulfilling approximately $3.5 million in product orders in the quarter. We expect to fulfill the majority of this past due backlog in the first quarter of fiscal 2017."

Omega Patent Infringement Lawsuit
CalAmp also announced today that it will file post-trial motions seeking to invalidate asserted patents and if necessary pursue an appeal seeking to overturn a jury verdict in a patent infringement lawsuit brought in 2013 by Omega Patents, LLC (Omega), a non-practicing entity, also known as a patent-assertion entity.

On February 24, 2016, a jury in the U.S. District Court for the Middle District of Florida awarded Omega damages of $2.9 million, for which CalAmp recorded a full reserve in the fiscal 2016 fourth quarter. Omega is seeking enhanced damages and has requested the court to exercise its discretion to treble damages and assess attorney's fees. The Company's responsive motion is pending, and the judge's ruling has not yet been rendered. Nonetheless, management believes that the Company did not, and does not, infringe Omega's patents. In addition to its appeal, CalAmp is seeking to invalidate a number of Omega's patents in actions filed with the U.S. Patent and Trademark Office (USPTO).

Mr. Burdiek said, "We are disappointed in and respectfully disagree with the jury's decision, and plan to appeal this verdict to vindicate our position. We continue to believe that our technology does not infringe Omega's patents, and that those patents will ultimately be invalidated through reexamination at the USPTO."

Preliminary FY17 First Quarter Outlook
CalAmp is also providing its preliminary outlook for the fiscal 2017 first quarter that includes approximately ten weeks of operations in the quarter of LoJack Corporation, which was acquired by CalAmp effective March 18, 2016. Consolidated revenue for the first quarter of fiscal 2017 is expected to be in the range of between $86 and $94 million, with Satellite segment revenues expected to be down approximately $3 million sequentially. In addition, first quarter revenue from the Company's key heavy equipment OEM customer is expected to settle into a normalized quarterly run rate in the range of between $7 to $8 million, down somewhat from an exceptionally strong fiscal 2016 fourth quarter.

Mr. Burdiek said, "Looking at our fiscal 2017 first quarter, we are excited to move forward as a larger, more diverse enterprise with significant financial and technological resources. By uniting CalAmp's leading portfolio of connectivity devices, software and services with LoJack's world renowned brand, targeted channels and distribution capabilities, we have created an industry pioneer poised for long-term growth. As a combined company, we are well positioned to deliver innovative, next generation connected vehicle telematics technologies and accelerate customer adoption in these large and fast growing markets."

The preliminary financial information provided in this press release is based on management's initial review of operations for the fiscal 2016 fourth quarter and is subject to the normal quarter- and year-end accounting review, any additional reserve that may be required for the Omega patent case, and completion of the audit of the fiscal 2016 consolidated financial statements by the Company's independent public accounting firm. The Company expects to announce final fiscal 2016 fourth quarter and full-year results in its regularly scheduled press release and conference call on April 19, 2016, at which time it will provide further comments on the quarter and outlook. Details for the call will be announced shortly.

[Betterway]

Antwort auf Beitrag Nr.: 52.070.339 von linkshaender am 28.03.16 18:03:23

Danke, dachte ich auch, war nicht als By and hold gedacht. Ebensp BYD. Denke dies ist sind gute Zocks mit relativ großer Absicherung nach unten ! Überlege aber zunachst, nächste Wo, BB Biotech - jetzt nach Split, zu kaufen !

[linkshaender]

Antwort auf Beitrag Nr.: 52.083.275 von Betterway am 30.03.16 14:36:43

Da bin ich jetzt aber froh, dass ich keinen spekulativen Kauf getätigt habe. Da wird man wohl erst mal abwarten, bis das alles verarbeitet ist:

http://www.fool.com/investing/general/2016/04/19/calamp-corp…

[Betterway]

Antwort auf Beitrag Nr.: 52.235.233 von linkshaender am 20.04.16 15:41:23

hallo linkshänder, ja, stimmt, ich bin auch noch nicht drin. Hatte tatächlich BB Biotech gekauft ! Gut so. Dennoch BYD wird wohl in Kürze im Depot landen !!! Hatte sie schon mal.... Die Chinesen pushen ohne Ende. Denke, da geht was. Man muss halt achtsam sein. Gruß B.

[linkshaender]

Antwort auf Beitrag Nr.: 52.235.329 von Betterway am 20.04.16 15:49:15

Dazu passt die aktuelle Meldung über E-Autos in China und Abwerbung bei BMW:

http://www.faz.net/aktuell/finanzen/aktien/china-will-tesla-…

Gruß
Linkshänder

[R-BgO]

CALAMP REPORTS FISCAL 2016 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS

Record FY16 Financial Results Underpin Significant Progress in Advancing Strategic Initiatives


IRVINE, CA -- (Marketwired) -- 04/19/16 --

CalAmp (NASDAQ: CAMP), a leading provider of wireless products, services and solutions, today reported results for its fourth quarter and full year ended February 29, 2016. Highlights include:

-Fourth quarter revenue of $70.8 million, in-line with the Company's previously announced preliminary results
-Record fourth quarter Adjusted EBITDA of $13.7 million, up 11% year-over-year, and record Adjusted EBITDA margin of 19.3%
-Record fourth quarter Adjusted Basis net income of $11.7 million, or $0.32 per diluted share
-Full year consolidated revenue up 12% year-over-year to $281 million
-Full year Adjusted EBITDA up 28% to $49 million and Adjusted EBITDA margin of 17.5%
-Full year Adjusted Basis net income up 21% to $42.4 million, or $1.15 per diluted share
-Full year net cash provided by operations of $47.4 million, up 65% year-over-year
-Completion of the acquisition of LoJack Corporation (LoJack) subsequent to year-end


Commenting on the Company's fiscal 2016 highlights, Michael Burdiek, CalAmp's President and Chief Executive Officer, said, "Fiscal 2016 was another exceptional year with accelerated top line growth, margin expansion and record cash flow, coupled with the achievement of several strategic milestones positioning CalAmp for sustained, profitable growth. Consolidated revenues increased 12% year-over-year to $281 million, with yet another year of above market-rate growth for our Wireless Datacom segment, driven partly by shipments to our key heavy equipment OEM customer that nearly doubled compared to the prior year."

Mr. Burdiek continued, "In addition to our strong operating results in fiscal 2016, we are extremely pleased with the progress we have achieved over the past year in advancing our strategic initiatives as a pioneer in the connected vehicle telematics space.

Subsequent to the end of the fiscal year, we completed the acquisition of LoJack, a leader in aftermarket vehicle theft recovery systems offered through auto dealer channels. We believe that LoJack's world-renowned brand and channel relationships will create significant new opportunities for growth.

Earlier in fiscal 2016, we also acquired Crashboxx and made a seed investment in the SmartDriverClub, two early stage technology companies that augment CalAmp's state-of-the-art capabilities for the commercialization of a broad range of novel connected vehicle services. We also recently changed our primary corporate headquarters location from Oxnard to Irvine, California in order to more appropriately reflect our prominent Southern California technology pedigree. Overall, CalAmp enjoyed a highly productive and transformative year in fiscal 2016."


Fiscal 2016 Fourth Quarter Results

Total revenue for the fiscal 2016 fourth quarter was $70.8 million compared to $69.2 million for the fourth quarter of fiscal 2015. Wireless Datacom revenue was $58.9 million compared to $60.5 million in the same period last year, while Satellite revenue increased to $11.9 million from $8.7 million in the fourth quarter last year.

Consolidated gross profit for the fiscal 2016 fourth quarter was $27.6 million, an increase of $3.0 million over the same quarter last year, primarily attributable to favorable changes in both the Wireless Datacom and Satellite product mix. Consolidated gross margin was 38.9% in the fiscal 2016 fourth quarter, compared to 35.5% in the fourth quarter last year.

GAAP net income for the fiscal 2016 fourth quarter was $5.5 million, or $0.15 per diluted share, down from $6.5 million, or $0.18 per diluted share, in the comparable quarter last year. GAAP net income in the latest quarter includes charges of $2.9 million for the Omega patent infringement lawsuit and $2.0 million for transaction expenses associated with the LoJack acquisition.

The Company had an income tax benefit of $2.4 million in the fiscal 2016 fourth quarter attributable to the reversal of a portion of the deferred tax asset valuation allowance and the recognition of federal R&D tax credits due to congressional action in December 2015 to extend this tax program and make it permanent. As a result of these factors the Company's GAAP-basis effective tax rate for the full year in fiscal 2016 was 20.5%. The Company's pretax income is still largely sheltered from taxation by net operating loss and R&D tax credit carryforwards, and is expected to remain so for the next few years.

Adjusted Basis (non-GAAP) net income for the fiscal 2016 fourth quarter was $11.7 million, or $0.32 per diluted share, compared to Adjusted Basis net income of $11.6 million, or $0.32 per diluted share, for the fourth quarter last year. Adjusted Basis net income excludes the impact of intangibles amortization expense, stock-based compensation, acquisition and integration expenses, provisions for litigation-related awards, the gain on investment in LoJack securities, non-cash interest expense in the form of debt discount amortization and the non-operational equity in net loss of affiliate, and includes an income tax provision for cash taxes paid or payable for the period. A reconciliation of GAAP-basis pretax income to Adjusted Basis net income and earnings per diluted share is provided in the table at the end of this press release.


Liquidity

At February 29, 2016, the Company had total cash and marketable securities of $228 million and total debt outstanding of $172.5 million, which is the face amount of the Company's 1.625% convertible notes. Net cash provided by operating activities was $9.5 million during the fourth quarter and $47.4 million for fiscal 2016 as a whole. The unused borrowing capacity on CalAmp's bank revolver at quarter-end was $15 million. Subsequent to fiscal year-end, the Company used approximately $109 million of its cash to complete the LoJack acquisition, net of cash acquired.


Subsequent Event

Subsequent to the end of fiscal 2016, EchoStar, the Company's Direct Broadcast Satellite customer, notified CalAmp that it will discontinue purchasing products from CalAmp at the end of the current product demand forecast that extends through August 2016. EchoStar stated that its decision is due to a consolidation of its supplier base to better align with its future requirements and its reduced demand for the products that CalAmp currently supplies. As a result of EchoStar's decision, CalAmp expects sales to this customer will cease at or around the end of the second quarter of fiscal 2017. In light of the fact that EchoStar accounts for essentially all of the revenue of the Satellite reporting segment, the Company expects that this portion of its operations will be discontinued during fiscal 2017. The Company does not believe that the loss of EchoStar as a customer will have a material adverse effect on its overall business.


Business Outlook

In light of the expected treatment of the Company's Satellite segment as a discontinued operation in fiscal 2017, this segment's expected operating results are not included in the following financial outlook for revenue and Adjusted Basis net income. Also, because the valuation of intangible assets arising from the LoJack acquisition is not complete, the Company is not providing an estimate of GAAP-basis net income at this time.

Commenting on the Company's business outlook, Mr. Burdiek said, "Looking at our fiscal 2017 first quarter, we expect to achieve consolidated revenue from continuing operations in the range of $77 to $85 million. We expect revenue from our key heavy equipment OEM customer to decline to a more normalized quarterly level of between $7 and $8 million. We also expect a $2 million sequential decline in first quarter revenue from our Solar OEM customer before an expected rebound through the balance of the year. Overall, we expect Wireless Datacom revenue to be substantially higher on a year-over-year basis due to organic growth and contributions from LoJack. At the bottom line, we expect first quarter Adjusted Basis net income from continuing operations in the range of $0.18 to $0.24 per diluted share with Adjusted EBITDA in the range of $10 to $13 million."

Burdiek continued, "For fiscal 2017 as a whole, anticipating the discontinued operations treatment for the Satellite segment, we expect revenue from continuing operations to be in the range of $375 to $400 million with Adjusted Basis net income in the range of $1.15 to $1.35 per diluted share. For purposes of comparison, fiscal 2016 revenues excluding the Satellite segment were $241 million, and fiscal 2016 Adjusted Basis net income excluding the Satellite segment was $0.96 per diluted share. We also anticipate Adjusted EBITDA growth in fiscal 2017 of approximately 20% over the fiscal 2016 amount of $49 million."

Burdiek concluded, "We are pleased with our fiscal 2016 accelerated revenue growth, margin expansion and record cash flow. We made significant progress over the past year, and going forward, CalAmp will be a pure-play pioneer in the connected vehicle and broader Industrial Internet of Things marketplace with a highly diversified -- and global -- customer base. Our global competitive position and the pipeline of growth initiatives have never been stronger, and we are positioned well for growth into the future."

[R-BgO]

in Q1 gab e einen Nettoverlust,

Bewertung inzwischen deutlich realistischer geworden;

werde demnächst wohl Stücke angedient bekommen

[R-BgO]

Antwort auf Beitrag Nr.: 50.026.212 von R-BgO am 22.06.15 18:12:11

Zitat vom 22.6.2015

Zitat von R-BgO:

Zitat von R-BgO: diesmal:

short-call mit strike 20@Dez15 zu 1,55
short-put mit strike 17,50@Dez15 zu 1,56

=> Kurs am Ende über 20 ergibt 13% Rendite aufs eingesetzte Kapital
=> Kurs am Ende unter 17,50 ergibt Einstand von $16,58 je Aktie = 11,5% Discount auf aktuellen Kurs

nachdem diese Gabel gut ausgegangen war, habe ich am 19.Jan 2016 bei einem Kurs von rund 17$ neu aufgesetzt mit
short-call Jan17@20 zu 1,30
short-put Jan17@15 zu 1,45

analog gerechnet wäre mein "Einstand" bei Andienung dann:
((17-1,3)+(15-1,45))/2 = 14,63...

[R-BgO]

Antwort auf Beitrag Nr.: 52.718.911 von R-BgO am 29.06.16 09:00:14

UPS!

die Dinger waren nicht bis Januar laufend, sondern sind bereits heute verfallen

[R-BgO]

Q3-Zahlen kamen wohl nicht so gut an:

CALAMP REPORTS FISCAL 2017 SECOND QUARTER FINANCIAL RESULTS

* Revenue was $90.5 million, a 30% year-over-year increase
* Consolidated gross margin of 42%


IRVINE, Calif. , Sept. 29, 2016 /PRNewswire/ --

CalAmp (NASDAQ: CAMP), a leading provider of wireless products, services and solutions, today reported results for its fiscal 2017 second quarter ended August 31, 2016 .

Michael Burdiek, CalAmp's President and Chief Executive Officer, said, "The company continues its rapid pace of innovation, expanding its product portfolio and leadership position in the connected vehicle marketplace. Our pipeline of opportunities is very healthy, and we recently won two significant MRM telematics device customers who are expected to contribute to our long-term growth.

Although we have been impacted by tough macro conditions in North America , we continue to invest in market-leading telematics solutions, and we remain optimistic that we will see a pick-up in growth from CalAmp's core businesses and new opportunities emerging through LoJack channels."

Revenue for the second quarter of fiscal 2017 was $90.5 million , an increase of 30% from the second quarter of fiscal 2016. Revenue in the second quarter of fiscal 2017 included $31.9 million from LoJack products and services and $6.7 million from the Satellite segment.

Gross profit for the second quarter of fiscal 2017 was $37.6 million , an increase of $12.3 million over the same quarter last year. Gross margin was 42% in the second quarter of fiscal 2017, up from 36% in the second quarter of fiscal 2016.

GAAP net income for the second quarter of fiscal 2017 was $0.5 million , or $0.01 per diluted share, compared to net income of $3.5 million , or $0.10 per diluted share, in the second quarter of fiscal 2016. Non-GAAP adjusted basis net income for the second quarter of fiscal 2017 was $10.1 million , or $0.27 per diluted share, compared to non-GAAP adjusted net income of $9.8 million , or $0.27 per diluted share, in the second quarter of fiscal 2016. Adjusted EBITDA for the second quarter of fiscal 2017 was $12.9 million and Adjusted EBITDA margin was 14.2%.

As of August 31, 2016 , the Company had total cash and marketable securities of $117 million and total debt outstanding of $143 million , which is the carrying amount of the Company's 1.625% convertible notes in the face amount of $172.5 million . Net cash provided by operating activities was $11.0 million during the second quarter of fiscal 2017.

During the second quarter, the company purchased and retired approximately 580,000 shares of its common stock at an aggregate cost of $8.5 million pursuant to a stock repurchase plan adopted in June 2016. As of August 31, 2016 , the remaining authorization for additional share purchases under this plan is $16.5 million .


Recent Business Highlights

* One of the largest telematics service providers in North America has chosen various CalAmp LMU and TTU telematics device lines for its range of fleet and asset management solutions. This recent development follows another significant customer win in the first quarter with Omnitracs.

* The company launched the LoJack-branded LotSmart™ and SureDrive™ telematics applications.

* CalAmp received certification of its Instant Crash Notification (ICN) service by independent insurance industry research company CESVIMAP, which provides objective evaluations of crash test results for vehicle repair and other collision damage services to insurance companies in Europe , Latin America and China .

* The company announced that two customers, MapAnything and Chevin, have chosen the CalAmp Telematics Cloud suite of services to enable their respective telematics applications offerings. With these additional customers, CalAmp now has six companies that rely on this innovative service platform to power their telematics solutions.

* LoJack Italy, the wholly-owned LoJack licensee, maintained its rapid growth at over 60% year-over-year.


Business Outlook

The Company remains cautious in the very near-term as macro conditions in North America have continued to result in softer-than-expected demand from key customers for MRM telematics products. Though CalAmp has experienced weakness through the first half of this year, the company is seeing some firming of demand and is optimistic that the company will see MRM product revenues begin to improve later this fiscal year and into fiscal 2018.

Excluding CalAmp's Satellite business, which contributed $6.7 million of revenue in the second fiscal quarter and ceased operations at quarter-end, the outlook for the third quarter ending November 30, 2016 is:

* Consolidated revenue in the range of $81 to $87 million , along with GAAP basis results of operations in the range of ($0.02) net loss to $0.02 net income per diluted share and non-GAAP net income in the range of $0.24 to $0.30 per diluted share.

* Adjusted EBITDA in the range of $11 to $14 million .

In addition, the Company expects its core business to steadily strengthen through the balance of this year, with momentum building into fiscal 2018.

[R-BgO]

Antwort auf Beitrag Nr.: 53.413.524 von R-BgO am 05.10.16 14:41:33

dito gestern

Sie schaffen zwar 12% Umsatz- und sogar 32% gross margin Zuwachs, aber auf der Kostenseite geht alles wieder raus...


Quartalsverlust

[R-BgO]

FY 2018 gab es mal wieder einen Gewinn;

730k subs per Ult 02-2018

[R-BgO]

jetzt 821k

[R-BgO]

in Q1 gab'S mal wieder Miese