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


NeoPhotonics Corporation

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Msg  16 of 21  at  12/31/2020 7:31:20 PM  by

tetrimbath


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.


Neophotonics

NPTN (market cap is $0.456B was $0.433B)



Neophotonics builds and sells electro-optical components, the ultra-high-speed switches that convert electrical signals to optical signals or the reverse. These components are necessary for the current internet and telecommunication infrastructure that uses electrical computers and fiber-optic communication cables. The demand for more bandwidth is growing, particularly as people study and work from home. The reliance on streaming media also has become more important.


The company experienced a set-back related to trade wars and the company's association with partners and suppliers from China. This is something they have little or no control over. Hopefully that disruption is temporary.

I might consider buying more if spare funds are available, but I'll also check out the competitors.


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 https://trimbathcreative.net/2020/12/31/semi-annual-exercise-eoy-2020/ )




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