Author Topic: UBNT - Ubiquiti Networks  (Read 48402 times)

Schwab711

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Re: UBNT - Ubiquiti Networks
« Reply #100 on: August 26, 2018, 05:34:48 AM »
I know the 2nd paragraph I quoted to be true for UBNT as well. It would be pretty funny if half of Silicon Valley is hiding corporate entities to improve their financial results.

I think avoiding tariffs has been the key to their success in South America, so maybe the US/China trade war will actually increase margins/sales.


Foreign Tuffett

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Re: UBNT - Ubiquiti Networks
« Reply #101 on: September 10, 2018, 06:21:02 AM »
Ben Moore, who is effectively the COO of the company, has resigned.

https://www.sec.gov/Archives/edgar/data/1511737/000141588918001336/form8k-09072018_010911.htm

This leaves Pera and Chief Accounting Officer Kevin Radigan as the company's only executive officers. ???

I've owned oversized long positions in $UBNT twice in the past, but can't  come close to underwriting an investment at the current price.
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gjangal

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Re: UBNT - Ubiquiti Networks
« Reply #102 on: September 10, 2018, 08:02:41 PM »
Valuations wise it seems fully valued here. Ben Moore is a large shareholder ( if i m not mistaken itís about 3-5mn shares). it will be interesting to see what he does.

Foreign Tuffett

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Re: UBNT - Ubiquiti Networks
« Reply #103 on: September 11, 2018, 06:29:28 AM »
Valuations wise it seems fully valued here. Ben Moore is a large shareholder ( if i m not mistaken itís about 3-5mn shares). it will be interesting to see what he does.

Moore has been selling big chunks of his UBNT shares.
Former Teldar Paper Vice President

gjangal

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Re: UBNT - Ubiquiti Networks
« Reply #104 on: September 11, 2018, 07:23:57 AM »
 originally he had closer to 1.5mn shares( not 3 as mentioned above ), he is down to 675k now. Has been actively selling in the past year.

gjangal

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chrispy

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Re: UBNT - Ubiquiti Networks
« Reply #106 on: November 09, 2018, 07:37:43 AM »
Very nice to see.

Wish I would've keep my small position. Cutting the grass and watering the weeds...

gjangal

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rkbabang

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Re: UBNT - Ubiquiti Networks
« Reply #108 on: February 08, 2019, 06:26:05 AM »
https://www.sec.gov/Archives/edgar/data/1511737/000151173719000007/exhibit991-12312018nex.htm

Another great quarter. Share buybacks at a good average price ($34.7 million at an average price of $97.31) and keeping dividend the same.

chrispy

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Re: UBNT - Ubiquiti Networks
« Reply #109 on: February 09, 2019, 05:11:58 AM »
Very impressive results