Photon Control | StockChase
25
Photon Control (PHO-X)

Last Price Recorded: $1.7600 on 2017-12-13

ON STOCKCHASE SINCE Jul 2007

electrical/electronic
25
Photon Control (PHO-X)

Last Price Recorded: $1.7600 on 2017-12-13

ON STOCKCHASE SINCE Jul 2007

electrical/electronic

Photon Control


Signal Opinion Expert
WATCH
Photon Control(PHO-X) 

December 11, 2017

He is looking at it.  They cleaned up the company.  They seem to have some good technology.  He wants to see if the earnings are sustainable.  They just moved into a new facility.  He wants to see if it was perhaps just a short bump up over the last few quarters.

electrical/electronic

He is looking at it.  They cleaned up the company.  They seem to have some good technology.  He wants to see if the earnings are sustainable.  They just moved into a new facility.  He wants to see if it was perhaps just a short bump up over the last few quarters.

electrical/electronic
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$1.770
Owned Owned
Unknown

COMMENT
Photon Control(PHO-X) 

November 15, 2017

Their specialty is extremely precise temperature measurement when making semiconductor chips. They deal with 5 big guys in the world, and have now got new management. Cleaned up their capital structure. Have clients asking for designed-in operations. Trading at $1.66 and earnings are expected to be $.11 this year, so the stock is trading at roughly 16X earnings. That compares favourably, because earnings last year were $.05. They produce a very large amount of free cash flow. There are still great opportunities in semiconductors, particularly when looking at the Internet of Things. This appears to be cheap. Looks like it has clear sailing.

electrical/electronic

Their specialty is extremely precise temperature measurement when making semiconductor chips. They deal with 5 big guys in the world, and have now got new management. Cleaned up their capital structure. Have clients asking for designed-in operations. Trading at $1.66 and earnings are expected to be $.11 this year, so the stock is trading at roughly 16X earnings. That compares favourably, because earnings last year were $.05. They produce a very large amount of free cash flow. There are still great opportunities in semiconductors, particularly when looking at the Internet of Things. This appears to be cheap. Looks like it has clear sailing.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$1.650
Owned Owned
No

COMMENT
Photon Control(PHO-X) 

November 14, 2017

He really likes this. They largely do positioning slow sensors for the semiconductor industry. Has a new customer they are ramping up, so there is some good organic sales potential. Currently going through a certification process with their new facility, but there are no issues. Very strong balance sheet. Good growth behind them. There is lots to like here.

electrical/electronic

He really likes this. They largely do positioning slow sensors for the semiconductor industry. Has a new customer they are ramping up, so there is some good organic sales potential. Currently going through a certification process with their new facility, but there are no issues. Very strong balance sheet. Good growth behind them. There is lots to like here.

electrical/electronic
Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$1.660
Owned Owned
Unknown

COMMENT
Photon Control(PHO-X) 

November 8, 2017

Had an interesting 18 months. The old CEO made some investments from the company, to a related party he had, and there was a lot of criticism. That got unwound and they replaced management. New management is on a growth trajectory now, and have had a couple of good quarters in a row. Thinks there is more room for the company to improve, both from earnings and some possible M&A.

electrical/electronic

Had an interesting 18 months. The old CEO made some investments from the company, to a related party he had, and there was a lot of criticism. That got unwound and they replaced management. New management is on a growth trajectory now, and have had a couple of good quarters in a row. Thinks there is more room for the company to improve, both from earnings and some possible M&A.

electrical/electronic
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.780
Owned Owned
Yes

TOP PICK
Photon Control(PHO-X) 

October 19, 2017

All the semi conductor companies in the US are going crazy.  This is the only Canadian player.  Earnings are 100% next year and 30 times earning PE.  It broke out to a new high a few days ago.  It is doing very well and the sector is very hot.  It is not as well known as it should be.  (Analysts’ target: $2.00).

electrical/electronic

All the semi conductor companies in the US are going crazy.  This is the only Canadian player.  Earnings are 100% next year and 30 times earning PE.  It broke out to a new high a few days ago.  It is doing very well and the sector is very hot.  It is not as well known as it should be.  (Analysts’ target: $2.00).

electrical/electronic
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$1.710
Owned Owned
No

BUY
Photon Control(PHO-X) 

October 12, 2017

They have testing equipment for a couple of industries plus a semiconductor business.  They had some non-arms length deals last year and that left the stock stuck in the mud.  New management are ramping up and are doing very well.  It looks like the stock has started to re-accelerate.  Longer term it should get bought out.

electrical/electronic

They have testing equipment for a couple of industries plus a semiconductor business.  They had some non-arms length deals last year and that left the stock stuck in the mud.  New management are ramping up and are doing very well.  It looks like the stock has started to re-accelerate.  Longer term it should get bought out.

electrical/electronic
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.690
Owned Owned
Yes

COMMENT
Photon Control(PHO-X) 

October 6, 2017

There is still great opportunity for the company. They’ve gone through a lot of changes and have new management. Expected to earn $.10 in 2018, which puts it at a 15X multiple, roughly doubling earnings. Produces extremely precise temperature sensing for the measurement and creation in new silicon chips. Thinks there is pretty clear sailing going forward.

electrical/electronic

There is still great opportunity for the company. They’ve gone through a lot of changes and have new management. Expected to earn $.10 in 2018, which puts it at a 15X multiple, roughly doubling earnings. Produces extremely precise temperature sensing for the measurement and creation in new silicon chips. Thinks there is pretty clear sailing going forward.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$1.650
Owned Owned
Unknown

COMMENT
Photon Control(PHO-X) 

October 4, 2017

Doesn’t know this company very well. They essentially supply equipment to semiconductor manufacturing companies. The risk is that there is a fair amount of cyclicality in the semiconductor industry. If you think the semiconductor industry is cyclical, then those that supply them would be even more cyclical.

electrical/electronic

Doesn’t know this company very well. They essentially supply equipment to semiconductor manufacturing companies. The risk is that there is a fair amount of cyclicality in the semiconductor industry. If you think the semiconductor industry is cyclical, then those that supply them would be even more cyclical.

electrical/electronic
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$1.440
Owned Owned
Unknown

BUY
Photon Control(PHO-X) 

September 28, 2017

They have a great balance sheet, with 25% of market cap in cash and their margins continue to increase.  He sees some follow on.  Their recent management changes will benefit them.  They have a pristine balance sheet.  There is a lot of upside and the downside is limited.

electrical/electronic

They have a great balance sheet, with 25% of market cap in cash and their margins continue to increase.  He sees some follow on.  Their recent management changes will benefit them.  They have a pristine balance sheet.  There is a lot of upside and the downside is limited.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$1.510
Owned Owned
Unknown

COMMENT
Photon Control(PHO-X) 

September 14, 2017

An interesting and very profitable company. They went through quite an issue with management. Previous management had made a loan to a business of their own, which had a lot of murkiness to it. New management cleaned it up, and now it is just a function of executing. They have a really strong balance sheet. The stock has been building a base, and as the next quarter or 2 comes out, he expects you will start to see improvements. It is just starting to show up in some of the leading technical indicators that he watches.

electrical/electronic

An interesting and very profitable company. They went through quite an issue with management. Previous management had made a loan to a business of their own, which had a lot of murkiness to it. New management cleaned it up, and now it is just a function of executing. They have a really strong balance sheet. The stock has been building a base, and as the next quarter or 2 comes out, he expects you will start to see improvements. It is just starting to show up in some of the leading technical indicators that he watches.

electrical/electronic
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.390
Owned Owned
Unknown

BUY
Photon Control(PHO-X) 

August 22, 2017

It has been a top pick in the past.  He likes the cleaner corporate structure.  They have no debt and growth potential.  They had one time write-offs, but as they move on it will disappear.  They have a new client that is starting to ramp up.

electrical/electronic

It has been a top pick in the past.  He likes the cleaner corporate structure.  They have no debt and growth potential.  They had one time write-offs, but as they move on it will disappear.  They have a new client that is starting to ramp up.

electrical/electronic
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$1.350
Owned Owned
Unknown

COMMENT
Photon Control(PHO-X) 

August 21, 2017

There was controversy with the management and a new CEO cleaned it all up.  He is looking to buy it all back.  There were a lot of one time charges on the last quarterly results.  It is probably a takeover target from a bigger player. 

electrical/electronic

There was controversy with the management and a new CEO cleaned it all up.  He is looking to buy it all back.  There were a lot of one time charges on the last quarterly results.  It is probably a takeover target from a bigger player. 

electrical/electronic
Fabrice Taylor

Publisher, The President's Club...

PricePrice
$1.380
Owned Owned
No

TOP PICK
Photon Control(PHO-X) 

August 2, 2017

About a 30% revenue growth this year and a 10%-11% for the next 2 years after. Provides sensing technology for semiconductor companies, so in a derived kind of play you can enjoy the growth of the semiconductor industry with Internet of things. Everything has a chip now, and it should trickle down to this company. They’ve had some issues in the past. A new CEO has come in. About 20% of their market cap is in cash, and thinks the CEO will eventually do something with it to generate value for their shareholders.

electrical/electronic

About a 30% revenue growth this year and a 10%-11% for the next 2 years after. Provides sensing technology for semiconductor companies, so in a derived kind of play you can enjoy the growth of the semiconductor industry with Internet of things. Everything has a chip now, and it should trickle down to this company. They’ve had some issues in the past. A new CEO has come in. About 20% of their market cap is in cash, and thinks the CEO will eventually do something with it to generate value for their shareholders.

electrical/electronic
Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$1.370
Owned Owned
Unknown

BUY
Photon Control(PHO-X) 

July 10, 2017

He screens for companies that have a high ROE, and this company came through. It looks like they have come off a little from their recent highs, so this may be a good entry point.

electrical/electronic

He screens for companies that have a high ROE, and this company came through. It looks like they have come off a little from their recent highs, so this may be a good entry point.

electrical/electronic
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$1.380
Owned Owned
No

TOP PICK
Photon Control(PHO-X) 

June 6, 2017

Etching on semiconductors. One of the only pure play semiconductor companies in Canada. They are sitting on a lot of cash. Revenues are going up at a 70% growth rate range. They had a tough year last year, but they have fixed all those issues and it is a 15X earnings stock with very high growth. (Analysts’ price target is $2.)

electrical/electronic

Etching on semiconductors. One of the only pure play semiconductor companies in Canada. They are sitting on a lot of cash. Revenues are going up at a 70% growth rate range. They had a tough year last year, but they have fixed all those issues and it is a 15X earnings stock with very high growth. (Analysts’ price target is $2.)

electrical/electronic
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$1.445
Owned Owned
No

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