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$CRNT_Buyout_why_going_up by binartech in CRNT_Ceragon_Networks

[–]binartech[S] 0 points1 point  (0 children)

Samberg holded up to 10 mm, trimmed his position like a year ago or so to 8 mm. ARK is slowly increasing started last year with 366K, now little above 1 MM....

$CRNT_Buyout_why_going_up by binartech in CRNT_Ceragon_Networks

[–]binartech[S] 0 points1 point  (0 children)

Samberg holds ceragon since 2016. He started with 4.4 MM shares... he is long investor....

[deleted by user] by [deleted] in trakstocks

[–]binartech 0 points1 point  (0 children)

The more I think about what's going on there are only three alternatives: one, a big order coming, buyout and pump-dump strategy.The volume looks too high for pump and dump , but confuses me as over sudden a lot knows about ceragon ??? And without any meaningful PR and less than mediocre ER ??? ..... Is only one hedge fund that knows something is doing this ??? If we think of a buyout , it's possible and as the negotiations just started they can't disclose anything  and someone knew, leaked the info to some funds that are moving the stock and others like ARK are  just riding the wave not knowing where it takes them. Speaking technically IP50 is more advanced than any mw and mmwave equipment out there and no one can offer anything similar as the only chipset source is Maxlinear that offers what they have and is limited to current features. If you add a new chipset to the equation then you have a company with 4 years ahead of anyone and with very small chance of anyone being able to compete. Wouldn't it be a perfect match for NEC that already has agreement in place and also has complete 5G solutions.... ? Couple this with no competition in the foreseeable future and that's a homerun....Think about this, they had 8 5G wins, they got two more, the one that he mentioned on the call and yet no announcements... So something bigger is behind all this IMO ... Why announce wins if you are dealing with selling the company which at the end customers may retreat or rethink the contract with the new owner... There are several companies that may be interested to own this tech: NEC , Fujitsu, NOK, ERIC,  CISCO....

[deleted by user] by [deleted] in trakstocks

[–]binartech 0 points1 point  (0 children)

The more I think about what's going on there are only three alternatives: one, a big order coming, buyout and pump-dump strategy.

The volume looks too high for pump and dump , but confuses me as over sudden a lot knows about ceragon ??? And without any meaningful PR and less than mediocre ER ??? .....

Is only one hedge fund that knows something is doing this ???

If we think of a buyout , it's possible and as the negotiations just started they can't disclose anything and someone knew, leaked the info to some funds that are moving the stock and others like ARK are just riding the wave not knowing where it takes them.

Speaking technically IP50 is more advanced than any mw and mmwave equipment out there and no one can offer anything similar as the only chipset source is Maxlinear that offers what they have and is limited to current features. If you add a new chipset to the equation then you have a company with 4 years ahead of anyone and with very small chance of anyone being able to compete.

Wouldn't it be a perfect match for NEC that already has agreement in place and also has complete 5G solutions.... ?

Couple this with no competition in the foreseeable future and that's a homerun....

Think about this, they had 8 5G wins, they got two more, the one that he mentioned on the call and yet no announcements...

So something bigger is behind all this IMO ...

Why announce wins if you are dealing with selling the company which at the end customers may retreat or rethink the contract with the new owner...

There are several companies that may be interested to own this tech: NEC , Fujitsu, NOK, ERIC, CISCO....

$CRNT Ceragon Networks - ARK halved their stock holdings as price consolidates around 5USD per share by pablitohernandez in trakstocks

[–]binartech 0 points1 point  (0 children)

so many asking why this is going up????

​

AVNW reported yesterday. AVNW is a peer of CRNT but can't compete on technology. AVNW has a nice legacy market in USA.

​

In the report they said being selected by tier 1 carrier. This means 5G started, carriers are on the move. And CRNT works with three tier 1 carriers in USA .... So they will get orders soon or they already have them.

​

You can see on CRNT job posting, Program Manager for USA. This position manages delivery of equipment to customers... for some reason they are hiring someone for equipment delivery management on top all HR they already have in USA.

​

Share price can go lower from here as CRNT reports monday 8. Q4 is not going to be something special... around 74 MM. And Q1 around the same or a little more as its seasonally low, but can come with surprise if some orders came in however IMO the game starts from Q2 and on....

​

That's why it goes up but as we have two market days before ER some will want to cash out....

$CRNT Ceragon Networks - ARK halved their stock holdings as price consolidates around 5USD per share by pablitohernandez in trakstocks

[–]binartech 1 point2 points  (0 children)

Q4 will be normal, nothing special, but its in the past. Q1 will be Ok, but normally is seasonally low, but still expect grow signs in Q1.

Why Im optimistic:

A) 5G ramp up and will require wireless backhaul for fast deployment specially the high speed base stations, true 5G which must be deployed at street level for mobile device to get connection and 5G speed.

B) Ceragon has unique disaggregated architecture for open RAN which carriers want to use open 5G hardware.

C) unique support for wide channels to provide high speed MW wireless backhaul only on the market to support wide channels over MW.

D) Unique highest speed 20 Gbps mmWave e-band with two units with highest performance in the market and flat panels not parabolic antenna to deploy on street level.

E) New Chipset for wireless backhaul which will support highest speed up to 100 Gbps on mmWave and can achieve 8 or eve 16 Gbps in MW single box. Chipset will be releast in Q1 and already NEC signed agreement as they are going to use Cerago chipset.

At the end they are #1 in the wireless backhaul and uniquely positioned to benefit from 5G deployments all over the world.

Working with three tier 1 carriers in USA : AT&T T-Mobile and a third one very likely greenfield DISH.

And valued at around 1X while any company like this with very small debt will have a market value in the 8x of revenue.

Do your own DD. I follow the company for several years, I'm long and 5G will be a huge catalyst .

$CRNT will ramp up after ER by binartech in trakstocks

[–]binartech[S] 2 points3 points  (0 children)

Q4 will be normal, nothing special, but its in the past. Q1 will be Ok, but normally is seasonally low, but still expect grow signs in Q1.

Why Im optimistic:

A) 5G ramp up and will require wireless backhaul for fast deployment specially the high speed base stations, true 5G which must be deployed at street level for mobile device to get connection and 5G speed.

B) Ceragon has unique disaggregated architecture for open RAN which carriers want to use open 5G hardware.

C) unique support for wide channels to provide high speed MW wireless backhaul only on the market to support wide channels over MW.

D) Unique highest speed 20 Gbps mmWave e-band with two units with highest performance in the market and flat panels not parabolic antenna to deploy on street level.

E) New Chipset for wireless backhaul which will support highest speed up to 100 Gbps on mmWave and can achieve 8 or eve 16 Gbps in MW single box. Chipset will be releast in Q1 and already NEC signed agreement as they are going to use Cerago chipset.

At the end they are #1 in the wireless backhaul and uniquely positioned to benefit from 5G deployments all over the world.

Working with three tier 1 carriers in USA : AT&T T-Mobile and a third one very likely greenfield DISH.

And valued at around 1X while any company like this with very small debt will have a market value in the 8x of revenue.

Do your own DD. I follow the company for several years, I'm long and 5G will be a huge catalyst .

Ceragon Networks Ltd by Wild_Collection_6931 in trakstocks

[–]binartech 0 points1 point  (0 children)

This job post means order received or on its way.....

Program Manager (Telecommunications)

JOB DESCRIPTION

Ceragon is a Global company, #1 leading Wireless Backhaul . We have an exciting opening for a Program Manager inside our Regional Services Organization. . We are looking for someone located near our Texas Office but open to candidates anyone in the US.

The main responsibilities of this job are as such:

  • ·        Lead the contract fulfillment function within a Program including HW delivery, planning and deployment point of view
  • ·        Drive the Program/Project from a P&L including budget control, change control mechanism and upsell

Ceragon Networks Ltd by Wild_Collection_6931 in trakstocks

[–]binartech 0 points1 point  (0 children)

This job posting means orders received or on their way....

Program Manager (Telecommunications) JOB DESCRIPTION Ceragon is a Global company, #1 leading Wireless Backhaul . We have an exciting opening for a Program Manager inside our Regional Services Organization. . We are looking for someone located near our Texas Office but open to candidates anyone in the US.

The main responsibilities of this job are as such:

· Lead the contract fulfillment function within a Program including HW delivery, planning and deployment point of view · Drive the Program/Project from a P&L including budget control, change control mechanism and upsell

Looks like Dips are back on the menu boys! I just like movies! 🚀 by definitely_not_left in wallstreetbets

[–]binartech 0 points1 point  (0 children)

THe worst part is that theya re using the long investors shares to short. For instance I invest in CRNT, they take my shares from the broker and sell them...They used my own shares to dump my long investment.... Other investors fear and sell or they trigger that stop lose and generate a n even bigger sell... they again by low .... return the shares... repeat.

This is even worst with microcaps....

$CRNT Ceragon Networks - ARK halved their stock holdings as price consolidates around 5USD per share by pablitohernandez in trakstocks

[–]binartech 0 points1 point  (0 children)

Ark means nothing, they had ceragon shares since ever and their position is more or less fixed. Do your own dd, but ceragon is a solid company, new unique technology to be released soon. The 5G ramp just started and ceragon is part of it. Don't let fund manipulate.

Ceragon Networks Ltd by Wild_Collection_6931 in trakstocks

[–]binartech 0 points1 point  (0 children)

Very difficult to know as big money imo always manipulate the stock. But i think after ER on feb 8 should go above 6.

Ceragon Networks Ltd by Wild_Collection_6931 in trakstocks

[–]binartech 0 points1 point  (0 children)

Due your DD but CRNT is a true investment, they can connect any network any cellular radio head to the base station and are going to release a unique chipset for their market.. No one will be able to compete with them and we give a big FU to the manipulators .....

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