Telecommunication — Trading Ideas on TradingView

Cable One | CABO | Long at $130.82 Cable One NYSE:CABO is a leading broadband communications provider under the Sparklight brand, offering high-speed internet, cable TV, and phone services across 24 U.S. states. Book Value: $315.50. Positive: Strong liquidity: Quick ratio 1.47 (above industry avg ~1.0). Undervalued vs. industry (1.91x). Large customer base: ~1.1M customers, 2.8M data subscribers. Stable revenue: Broadband focus in non-metropolitan markets. Insiders buying over $1 million in share recently while also being awarded options. Recent change in leadership. Negatives: Medium-high bankruptcy risk: Altman Z-Score 1.36 (below industry ~2.5). High leverage: D/E 1.78 (above industry ~1.0). Weak earnings: Negative margins, declining profitability. Suspended dividend. Classify this one as a risky investment, but it is very undervalued at this price and the upcoming decline in interest rates may have a very positive effect on the company's stock (at least short-term: 5 million float, 19% short interest). Regardless, not one to put your life savings into. From a technical analysis perspective, I foresee a potential drop between $115 and $120 in the near-term and rise from there. It all depends on the upcoming earnings, so label this one a "gamble" with high bankruptcy risk. Regardless of bottom predictions, NYSE:CABO is in a personal buy zone at $130.82 for a swing trade. Targets into 2027: $190.00 (+45.2%) $250.00 (+91.1%)

Vodacom showing strong upside after CUp break to R140.37 Cup and Handle has formed on the daily. The pattern has formed since May 2023 and only now recently it's broken up. SO this is a massive analysis and a High probability analysis whiich is likely to work out. Also the Price>20 and 200 So the first major target is at R140.37

UPDATE: MTN Diamond Break down and heading to R60.65 This has been a long winded analysis. We sent out this one on 22 Dec 2023, which gave a Conservative entry from the Dimaond Breakdown. And now the momentum is picking up to the downside. We also have an Reverse Inv Cup and Handle which is rare but also effective. The Nature is still High probability as the Price is below BOTH 20MA and 200MA. Target easily still to R60.65

T-Mobile US: Answer the Call! 📞Slowly but surely, T-Mobile US is answering the call of our dark green target zone between $161.69 and $168.80, heading further upwards. To finally pick up the receiver and complete wave B in dark green, the share should develop a three part upwards movement consisting of waves a, b and c in magenta, which should carry it above the resistance at $154.38. However, there is a 33% chance that T-Mobile US could have already hung up wave alt.B in dark green and thus drop below the support at $124.92.

ClearOne (CLRO) - Good M&A target, revenue growth NASDAQ:CLRO describes themselves as a global market leader enabling conferencing, collaboration, and AV streaming solutions for voice and visual communications. With businesses becoming more comfortable and familiar with remote work, ClearOne has a competitive product line (and is actively developing new products) to cater towards that market, with a product line dedicated to improving remote conferencing for those who work from home. Another benefit is that their product line also offers solutions for corporate offices, allowing themselves to be at the forefront of an enterprise's conferencing equipment. With a market cap in the ballpack of $30 million, ClearOne is an obvious M&A target for industry competition like Cisco, Polycom, Avaya, etc. A smaller competitor, Shure (although ~3x larger in annual revenues) has filed lawsuits claiming ClearOne has been infringing on patents, with rulings constantly siding in the favor of ClearOne - an indication that competitors see them as a threat. The stock took a big tumble in 2018 when Shure began its patent infringement claims, forcing ClearOne to suspend its dividend indefinitely. Then, the company took a bigger tumble recently as it announced a private placement offering for 2.1 million shares at a purchase price equal to $2.4925 per share, along with warrants to purchase 1.1 million shares (immediately exercisable at $2.43 per share). Insider buying since the latest crash indicates that those closest to the company see it as extremely undervalued. According to recent filings, ClearOne has announced a product to give enterprises the ability to actively monitor their network of ClearOne products - a gateway to recurring revenue in the future - and plans on using the recently gained working-capital from the private placement to develop products that fit the changing landscape post-COVID. We will gleam a better insight into where revenue will trend in the year-end 2021 report, and hope to see revenue show signs of real growth throughout 2022. Full Disclosure: I am long CLRO at an entry of $1.35. I view this as a ~three-year play. This is not financial advice and the words above reflect only my opinion. You should always do your own due diligence before making any investment.