Photon Control

PHO-T

TSE:PHO

1.06
0.01 (0.95%)
Photon Control Inc. provides fiber optic measurement solutions. The Company designs, manufactures, and distributes a wide range of optical sensors and systems to measure temperature and position. Photon Control serves wafer fabrication equipment manufacturers and semiconductor industries worldwide.
More at Wikipedia

Analysis and Opinions about PHO-T

Signal
Opinion
Expert
BUY
BUY
November 25, 2019
Likes it. Semis have done well. This is very cheap with a great balance sheet. Revenues should be ramping up.
Photon Control (PHO-T)
November 25, 2019
Likes it. Semis have done well. This is very cheap with a great balance sheet. Revenues should be ramping up.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.060
Owned
Unknown
WATCH
WATCH
August 8, 2019
Products supplied to semi conductor manufacturers. Markets did not like their guidance. When interest comes back to the semiconductor market they will probably do well.
Photon Control (PHO-T)
August 8, 2019
Products supplied to semi conductor manufacturers. Markets did not like their guidance. When interest comes back to the semiconductor market they will probably do well.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.890
Owned
Unknown
WAIT
WAIT
June 19, 2019

They provide parts and equiment to the semiconductor industry. Has pulled back with the slowdown in the industry in general but they are making the right moves and trying to diversify their revenues. Probably not going to see a lot happening with this company until there is more confidence behind the industry and the China and US tensions. They have a decent amount of cash. Probably best to wait for the industry to recover.

They provide parts and equiment to the semiconductor industry. Has pulled back with the slowdown in the industry in general but they are making the right moves and trying to diversify their revenues. Probably not going to see a lot happening with this company until there is more confidence behind the industry and the China and US tensions. They have a decent amount of cash. Probably best to wait for the industry to recover.

Ryan Modesto
Managing Partner, 5i Research
Price
$1.170
Owned
No
WEAK BUY
WEAK BUY
April 29, 2019
He's shorting this. They missed a few quarters. Long-term this is interesting. As 5G builds up, they will benefit, because they supply the semi-conductor companies.
Photon Control (PHO-T)
April 29, 2019
He's shorting this. They missed a few quarters. Long-term this is interesting. As 5G builds up, they will benefit, because they supply the semi-conductor companies.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.420
Owned
Unknown
BUY
BUY
April 29, 2019
Ranks well in his metrics. Because of a slowdown in semi stocks, but expect a rebound to new highs. PHO's underlying buiness is cloudy; analysts have shaved earnings estimates by 20% in the last 90 days and earnings will decline by 32% this year. They still have a lot of free cash flow, though. They want to acquire something to diversify. Their business model is much better. PHO will benefit when semis recover in the market.
Photon Control (PHO-T)
April 29, 2019
Ranks well in his metrics. Because of a slowdown in semi stocks, but expect a rebound to new highs. PHO's underlying buiness is cloudy; analysts have shaved earnings estimates by 20% in the last 90 days and earnings will decline by 32% this year. They still have a lot of free cash flow, though. They want to acquire something to diversify. Their business model is much better. PHO will benefit when semis recover in the market.
Robert McWhirter
President, Selective Asset Management
Price
$1.420
Owned
No
HOLD
HOLD
February 15, 2019
There had been concerns in the semi-conductor space and the produce very sensitive temperature monitoring devices for semiconductors. They deal with the five big producers around the world. New management has led to increased orders and now cash is growing. The stock is reasonably priced, he thinks. A great company and well managed -- likely a future take over target. (Analysts’ price target is $2.25)
Photon Control (PHO-T)
February 15, 2019
There had been concerns in the semi-conductor space and the produce very sensitive temperature monitoring devices for semiconductors. They deal with the five big producers around the world. New management has led to increased orders and now cash is growing. The stock is reasonably priced, he thinks. A great company and well managed -- likely a future take over target. (Analysts’ price target is $2.25)
Robert McWhirter
President, Selective Asset Management
Price
$1.470
Owned
No
DON'T BUY
DON'T BUY
January 28, 2019
He decided to pass on it because it is very cyclical. It suffered from revolving door CEOs. The stock is out of favour from and industry and management perspective.
Photon Control (PHO-T)
January 28, 2019
He decided to pass on it because it is very cyclical. It suffered from revolving door CEOs. The stock is out of favour from and industry and management perspective.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.280
Owned
No
PAST TOP PICK
PAST TOP PICK
January 23, 2019
(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
Photon Control (PHO-T)
January 23, 2019
(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.180
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 21, 2019
They're in the semi space, which has been smacked lately. This will be fine. Their ROE has dipped too low for him, though. If you own it, hang onto it. If you have a time horizon past five years, add to your position.
Photon Control (PHO-T)
January 21, 2019
They're in the semi space, which has been smacked lately. This will be fine. Their ROE has dipped too low for him, though. If you own it, hang onto it. If you have a time horizon past five years, add to your position.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.200
Owned
Unknown
WAIT
WAIT
November 29, 2018
A name they cover and like. It has been growing nicely but now that the semi-conductor space has slowed down they are feeling the impact. You could wait to the next quarter as they said that next quarter sales are lower.
Photon Control (PHO-T)
November 29, 2018
A name they cover and like. It has been growing nicely but now that the semi-conductor space has slowed down they are feeling the impact. You could wait to the next quarter as they said that next quarter sales are lower.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.000
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
November 15, 2018
(A Top Pick Oct 19/17, Down 37%) They are debt free and have a ton of cash. They will be here for the next uptick in the economic cycle. They were still profitable last quarter. Don't throw in the towel.
Photon Control (PHO-T)
November 15, 2018
(A Top Pick Oct 19/17, Down 37%) They are debt free and have a ton of cash. They will be here for the next uptick in the economic cycle. They were still profitable last quarter. Don't throw in the towel.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
October 9, 2018

Interesting little name. It is correlated with the semiconductor space. Cheap name. Extremely whippy sector. He would be cautious until demand outstrips supply in the short term. They lowered guidance last quarter.

Photon Control (PHO-T)
October 9, 2018

Interesting little name. It is correlated with the semiconductor space. Cheap name. Extremely whippy sector. He would be cautious until demand outstrips supply in the short term. They lowered guidance last quarter.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$2.300
Owned
No
WEAK BUY
WEAK BUY
September 24, 2018

This is going to be a volatile business. It is highly correlated to the semiconductor business. They had to reorganize last year, but successfully. Be prepared for quarterly volatility. It is not cheap. The stock moved up and got ahead of itself.

Photon Control (PHO-T)
September 24, 2018

This is going to be a volatile business. It is highly correlated to the semiconductor business. They had to reorganize last year, but successfully. Be prepared for quarterly volatility. It is not cheap. The stock moved up and got ahead of itself.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$2.300
Owned
Unknown
BUY
BUY
September 13, 2018

They've done very well with a new CEO following a legal fight with a subsidiary a few years ago. A good growth play on semiconductors. Has a good balance sheet and growth potential by branching into other semicondutor components. Keep a 3-year time frame on this and expect some volatility.

Photon Control (PHO-T)
September 13, 2018

They've done very well with a new CEO following a legal fight with a subsidiary a few years ago. A good growth play on semiconductors. Has a good balance sheet and growth potential by branching into other semicondutor components. Keep a 3-year time frame on this and expect some volatility.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.300
Owned
Yes
HOLD
HOLD
September 7, 2018

Nice little tech company and nice tendency to surprise investors. OK to hold and not worry about the short-term fluctuations. Where it is now, at 20x forward earnings, is a reasonable price.

Photon Control (PHO-T)
September 7, 2018

Nice little tech company and nice tendency to surprise investors. OK to hold and not worry about the short-term fluctuations. Where it is now, at 20x forward earnings, is a reasonable price.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$2.300
Owned
No
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