Avigilon Stock Surges 40% On Strong Growth (Q3 2016)

Author: John Honovich, Published on Nov 15, 2016

The roller coaster continues.

After a brutal Q2 heading down, Avigilon's Q3 growth is strongly up.

Inside this note, we examine what powered Avigilon's growth, Avigilon's CEO plan to deal with Asia / China and their future outlook.

Stock Chart Overview

Avigilon stock opened up ~40% (to 11.50) but is still far below its 2016 high and all time high of ~34:

*** ****** ******* *********.

***** ******* ** ******* ****, ********'* ** ****** ** ******** **.

****** **** ****, ** ******* **** ******* ********'* ******, ********'* *** plan ** **** **** **** / ***** *** ***** ****** outlook.

Stock ***** ********

******** ***** ****** ** ~**% (** **.**) *** ** ***** far ***** *** **** **** *** *** **** **** ** ~34:

[***************]

Financial ********

*************** *** ****% **** **** **** ** ******* *****. ** ********, ****** *** only **% *** *********** ****** ****** ****** **** *******.

********, ******** ****** * *** ****** ** ~$*.* ******* *** the *******, *** ***** **** *** **** **** **** **% from *** ******** ****, ** *** **** ****** **** **'* net **** ** ~$* *******.

*** *** ******, ******** ***** "******* **********, *** ******* *************, ******* ******** ** ***** ********* and ********* ************* **** *** ******** ****** ******* *******."

Patent ********

*** *** ***** **** ***** ********* ** *** ***** ****** licenses, ******** ***** ****** ******* ** * *********** ****** ** growth, **** *** ******* ******:

*** ******** ****** ******* ******* ********* ** ******** ** **** margin ******* **** *** ***** ****.

*******, ******** *** *** ******** *** **** ******* ***********. **** did *********** **** ****** ******* ***** ** *****, ****** ****:

** *** ****** ** ******* **** **** *****-** ******** *** so ***** **** ** **** ****.

*** *******, ** * ****** ******** **** * ******* ***** ******* 2012 *** **** **** **** **** ***** ***** ***** ********'* patents, **** ***** *** * '*****-**' *** **** **** ******* for ***** ***** ***** **** ** ***** **** *****.

** ** *********** **** ******** **** *** ******** ****** ******* since **** ******** ** ********** ********* *** ********* ** ***** conventional ******* / ****** *****. ** **********, ** ** *** clear *** **** ****** ***** *********** ** ******* ****** ******** to ***** ******* ********.

Sales ******** *****

******** *** ********* **** *** ******** ** ***** *** *********, growing **** **% **** **** ****. ***, ** * ********** of *******, ***** *** ********* ** **% **** **** ~**% level ** *** ************ ****. **** ** ********** **** ****** hires *** ******* ******* **** ** **** **** *** ******* make. 

G&A ****** **%

*&* ************ ****** **%, ***** *** *** **** ******** ***** such ******** ******. ** **** ***** ******** *** ***** ** this.

$2 ******* ***** *******

******** *********** $*.** ******* ** ***** ******** ** ***-*********. **** did *** ******** **** ***** ****** (*******, ***.) **** ** was ******* **.

China *** ********* **** ********

************, ********'* *** *** **** **** **** **** ** ******* pressure. **** *** *******. ** *********:

***** ************* *** ********** ** **** **** *** ****** **** aggressively.

******* ** ****, ********'* *** *** ******** *** ******** ** offer ***** ****** *** ****** ***** ***** ****** *********** ** compete **** *** *******, ******:

** *** ***** ***** ** *** ****** ** ** **** of * ********* ****... **** ******* ******** ** ***** ** ******* ** ******** *** performance... *** **** ** ****** **** ***** ****** [***********]

**** ***** ***** ** **. ****** ** ******** ******* *** prices ** *** **** ** **** ***** ****** *********** **** 'good ******' *********** *** ****** **** ******** ****** *** ** the *** *** (*.*., ******* / ***** ***********).

Outlook ******* - ****** ******* ********

******* ******** *** ******* **** ** ************:

  • *** ***** ************ ****** ******* *** *** ********. ** ********, the **** ** *** ****** *** *********** ********** *** ****.
  • ******** *** ******** * ******* ** *********** *** ******** *** nothing **** ***** ************* ****** ***** ****** **********.
  • ***** ******** ******* / **** **** *** **** *** ****** do *** ** ***** ** **%+ ********** ******.

*** *** *** ***** ** *** ****** ** **** ** a ****** ******** ** *** ********** ** ********* ** ********'* competitors, *.*.,***** *** *** ******** ****** *** *** *********** *****. ** *** ****** **** **** *********, ** ***** **** a ***** ** ****** ********* ******* ** ********. ** ** could ********** **** **** *** ** ***** ********* ****** ** contest ********'* **** *******. ** ** *** ***** *** ** to **** *** ******** *** ********* ****** ** ********* ****** do ******* ** **********.

Comments (4)

***** ******* *** **** **** ********, ******* *** ** ** but ***** *** ******* ** ****** **** ** *******. ******* people *** ****** *** *****

***** **** *! ***** ***** ******* *** ***** ****, ***** still ** *********. **** *** ******* **** ******* ***** ***** in *** **, *** **** **** *** *** ******* ***** the ******* ********** *** *********** ** *** *** *****. ***, Avigilon ******* ****** *** *** **** ****, *** ***** **** some ******, *** ******** ****** ** * ********, **** ***** short ****.

* **** ** **-*** **** **** ** ************ **** ******* numbers *** ***** ** *** ***** *** ** **** ***** the *******, *** ***** ***** ******* **** ******** *** *** also **********.****** ** *** ** ***, ** ***** **** *** 'X ****** ** ***** ***** ****, ***** ** *** ******** ( *** **** ** ********* )

***** *** ************* **** ***** ******* *** *** *** ******** I ***** ** **** *** * ****** ** *** *** Q. * *** ** ***** ******** **** *** ****** **** are *** ******** ** ***.

* ****** * *** ********** *** ********, ** ******* ******* for ******** , ** ***** **** ***.

**** ** * *****! *** *** ******** *** **** ** say ****!

* ** **** ******** **** ** ********** ******* **** ******* less. * **** ****** ***** "*********** *************" ** **** ****. Have * ***** ***.

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