Päris korraliku languspäeva kõrval kiire pilk ka graafikule:
Kerstika, Isilon Systems (ISLN) on päris huvitav ettevõte tõesti. Firma toodab andmesalvestussüsteeme just digitaalsete andmete tarvis (video, audio, pildid, PDF failid jne). Traditsioonilised andmesalvestussüsteemid on disainitud pigem emailide, andmebaaside jne aplikatsioonide tarvis ning vaatamata sellele, et neile salvestatakse samuti digitaalseid andmeid, ei ole nad otseselt selleks disainitud. Pikaajaliselt ilmselt on taoliseid andmeformaate aina rohkem vaja talletada ning seega vajadus ISLN toodete järele peaks kasvama tõesti, võttes näiteks kasvõi VOD arengu ja digitaalmeedia üldse.
Ettevõte ei ole hetkel kasumlik, kuid läheneb break even punktile. Esimeses kvartalis kasvas käive 107% $21.6 miljonini. Peale IPOT on firmal ka hea rahatagavara ning pikaajaline võlg puudub.
Hiljuti alustas FBR ettevõtte katmist outperform reitinguga ja hinnasihiga $30. Friedman Billings initiates ISLN with an Outperform and a $30 tgt saying they believe that Isilon has the superior and sustainably differentiated technology to address the rapidly growing market opportunity for storing data in file format. The firm believes that this growth will continue to present a multi-billion-dollar annual storage system market opportunity for the foreseeable future, and Isilon's products address this opportunity better than other products on the market.
pigem mine pikaks OIH'is. USO ei reageeri piisavalt toornafta hinnatõusule. Tasub visata pilk mõlema alusvara graafikutesse.
mina läheksin soodsa momendi avanedes OIH-is pigem lühikeseks...
Isilon Systems: broken down IPO is starting to trend higher; strong top line growth (14.51 -0.12) : After steadily falling from its IPO in December to early May, Isilon Systems (ISLN) has been slowly climbing higher and has broken its downward trend. The co sells storage systems for digital content (video, audio, digital images, PDF files, scanned images). Traditional storage system architectures were designed for structured applications such as email, accounting, databases etc. These systems are also being used by default to store and manage digital content, but they were never designed for digital content. For example, the explosion in rich media downloads from the internet or video-on-demand from cable companies creates a need for systems designed specifically for digital content storage. Another example, in the oil & gas industry, is exploration cos using the Isilon IQ to store vast amounts of 3D seismic data making it much easier to analyze. Another example is ISLN being used by biotech cos to store high resolution neuro imaging data and a breast cancer research lab uses it to store 80,000 diagnostic images. Currently, digital content files are often stored in several different formats and locations.... The co is not yet profitable but is getting there, posting a $0.06 loss vs $(0.79) a year ago. The top line is growing strongly as Q1 revenue jumped 107% to $21.6 mln. Also, the co expects Q2 revenue of $24.5-27.5 mln, which computes to impressive 13-27% sequential rev growth. Also, thanks to the IPO, the co is awash in cash with $99.4 mln, or about $1.60 per share, with no LT debt. On a technical basis: After reaching its post-IPO high of 28.50 in late Dec, ISLN has consistently slid lower before bottoming out in early May at 11.48. The stock then staged a ~30% advance throughout May before giving back some of those gains at the beginning of Jun. Recently, the stock has pushed higher off last wk's reaction low of 12.80 to challenge its multi-mth downtrend line (daily chart). If the stock can manage to sustain its recent gains and/or hold a successful test of the ~14.00 level, then the late May range highs of 15.62 come into play overhead, followed by the Apr low near ~16.00. Mkt cap $895 mln, float 41.7 mln, avg vol 410K.
See ikka selline max paari nädala - kuu instrument nagu kõik futuuridel põhinevad asjad, arvestades just seda, et nafta futuurid on vast alati? olnud contangos...
Ole mureta. Nagu turuosalised on öelnud, et turg on alati olemas. Ta ei kao kuhugule. Arvan, et selline kukkumined ei jää viimaseks.