j****j
发帖数: 40 | 1 It believe it's still a complete overreaction, very little changed in the
space, ATT has to prove they can break into the market, until they do it's
all words. If they upset a contract or something, then there is cause for
concern, but they just issued a press release saying they intend to go into
the space, I'm actually surprised that ENT hasn't gone done more, as ATT
wants to do it domestic, gotta think it'll be hard to convince the
international airlines to switch service when they can only provide service
domestically, two contracts with two separate companies, not unheard of, but
complicated especially when the company that covers the globe is in your
planes already.
It's only a matter of time until it corrects itself.
I look at it that ATT finally legitimatized the industry, clearly there is
money to be made as someone big wants in on the game, which inevitably
should show in Gogo's stock price. Currently they've got two years to
continue to improve their technology, turn a profit and line up more
contracts/outfit more planes, before ATT is even doing anything. Though not
necessary in the short term, turning a profit soon would be a big boon to
this stock.
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reason why ENT has not gone down is because 100% shares owned by
institutions. Gogo had institutional support of around 24% by December end
2013. SAC acquired 5mil first quarter 2014 that makes it around 30%.
Insiders and private management hold 30%.
so out of 84 million shares, with ripple wood distribution of 25Mil shares,
around 24Mil shares are still with retail, not to mention about shorts to be
covered around 11M. the recent moves should have pulled in some more
institutional acquisitions and once it reaches 100% this should see reversal
. retails investors are scared and dumped their stock to book a loss as they
cant take any more pain. very few who are long term players and believe in
growth/business are still holding long and might have doubled their position
.May 15th we get to know how many acquired in first quarter. But have to
wait till July 15 to know how many were acquired by institutions during the
20M shares changed hands two days back. if business growth is good, these
institutions wait for a down day and grab more. how many companies have 40%
revenue growth year over year? | j****j
发帖数: 40 | 2 GOGO ER 5/12 before marker opens | G********p
发帖数: 3504 | 3 I guess it will go back above 15 before er. After er, god knows where it
goes. | l*******J
发帖数: 45 | 4 GOGO应该能涨回30多块。时间长短而已。
毕竟基本面木变，而且在变好。虽然现在安装的设备越多，花销越大，但revenue是在
狂涨阿。
马上到季报时就见分晓。Come back to 18!
ATT放个P要进入这个生意，成群的胆小鬼就割了，很可笑。其实ATT想占这个市场也太
不容易了。太迟了。还是先看看ATT能不能把DTV买下来吧。买不下来，单是和HON合作
，技术上比GOGO比木有一点优势。即使买下DTV，也不见得能打败GOGO。
不是钱多就能摆平一切的。
【在 G********p 的大作中提到】
: I guess it will go back above 15 before er. After er, god knows where it
: goes.
| l*******J
发帖数: 45 | 5 早些年波音自己就搞过，现在还不是sing up with GOGO:
http://www.forbes.com/sites/glentullman/2013/06/28/boeing-vs-go
Remember Connexion? No? Here’s why: In 2001 Boeing BA +1.15% launched
Connexion, an in-flight Internet service. Problem was, the bulky Ethernet-
based system cost $500,000 to install in each plane. It cost $30 for
passengers to use. Boeing’s open checkbook led to an overpriced and costly
product. Connexion had been shut down completely by the end of 2006. |
|
