my end of year review of NPTN | NPTN Message Board Posts

NeoPhotonics Corporation

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Msg  12 of 21  at  12/31/2018 4:44:52 PM  by


my end of year review of NPTN

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.


NPTN (market cap is $0.298B was $0.277B)

Neophotonics is a manufacturer of electro-optical switches. As dull as that can sound, electro-optical switches are the key component that connects fiber optic cables to conventional electronic devices. Demand for higher bandwidth continues, so demand for faster switches should continue, too.

I will admit to buying via a strategy that’s failed me before: buying into an industry rather than a specific stock and company. I preferred to own Lumera which became part of GigOtix/GigPeak/GigWhatever. My strategy is to buy stock in small, overlooked, positively disruptive companies, then sell when enough of the rest of the investment company values them much higher. A $100M revenue spike is marvelous for a $100M market cap company, but much less noticeable in the share price of a $1,000M market cap company. Gig was just about to cross into that potential just as they crossed into profitability - which is when they were bought out.

I preferred Gig’s tech, and was more familiar with it. I didn’t want to lose out on the market, though, so I bought NPTN. The dynamics of the company and the stock are different from Gig’s, but I’m giving them time to prove themselves.

DISCLOSURE LTBH but only just begun in 2017 as I switched from GigPeak's buyout and into NPTN, thinking that staying in the same industry would be a good thing. Not so far.

(I've also collected links to the other discussion boards and my other stocks over on my blog

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