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Resonant was a pioneer in new methods
for designing radio frequency filters, which demonstrated software
doing so in roughly half the time, often with simpler designs.
Though its fate was not as
dire as that of its sister company, Superconductor
Technologies, it gradually became clear that new management were
slick talkers with little regard for ordinary shareholders.
Furthermore Akoustis, which I still cover privately, was making
better headway
in WiFi 6 and 5G with a completely different business model.
Thus, it was no surprise when Resonant wound up being sold to
Murata at the rather disappointing
price of $4.50 per share. Nonetheless, my valuation
analysis on RESN through the years lead to profitable trades, and
this section stands as an example of how such analysis can help
keep investors from getting hurt even in speculative technologies.
Updates: |
?1 |
PG&E financing, RESN thoughts, CUI & MVIS OMIBs and value | 16:48 19-Nov-19 |
?3 |
Resonant 3Q19 results | 17:26 05-Nov-19 |
?3 |
RESN & CWEN pre-earnings heads up | 10:30 04-Nov-19 |
?3 |
Resonant shipments & 3Q19 schedule plus EMAN & AUO | 09:08 21-Oct-19 |
+2 |
5G and value update | 08:27 15-Oct-19 |
+1 |
jobs report and other trivialities | 09:48 04-Oct-19 |
+1 |
Fenics dollar data and more value | 09:09 02-Oct-19 |
?1 |
Golar LNG 2Q19 schedule and market notes | 13:48 13-Aug-19 |
+3 |
earnings follow-ups, plus bull/bear and macro discussions | 09:12 12-Aug-19 |
-3 |
Resonant 2Q19 results | 17:18 06-Aug-19 |
+2 |
Resonant raises capital and adds a board member | 08:06 06-Aug-19 |
?3 |
Resonant schedules, Johnson wins, Trump waffles | 08:52 23-Jul-19 |
+3 |
volatility, Resonant win, AES 2Q19 schedule and more | 14:19 09-Jul-19 |
-2 |
Resonant 1Q19 results | 17:41 08-May-19 |
-1 |
MACOM 2Q19 conference call | 18:06 07-May-19 |
?3 |
Resonant schedules 1Q19 plus CUI and macro | 08:41 25-Apr-19 |
?2 |
Golar news and 1Q19 pre-earnings updates | 12:33 16-Apr-19 |
?1 |
more news that doesn't matter | 11:58 08-Apr-19 |
+2 |
monday morning macro and the crux | 09:17 01-Apr-19 |
-3 |
Resonant 4Q18 results | 18:41 14-Mar-19 |
?1 |
crux climax? | 12:00 13-Mar-19 |
+1 |
March comes in like a Lion, will it go out like Lamb? | 18:27 04-Mar-19 |
?3 |
Resonant schedules 4Q18 report | 09:06 27-Feb-19 |
+3 |
Resonant updates on XBAR | 08:55 11-Feb-19 |
?2 |
stock gyrations and valuations | 11:48 06-Feb-19 |
+1 |
new Energy Recovery facility and other news | 08:38 16-Jan-19 |
+1 |
IDT votes Yes, Parliament No and more | 08:31 16-Jan-19 |
?1 |
MagnaChip schedules 4Q18 report and more | 10:36 09-Jan-19 |
+2 |
new Resonant licenses and the mobile market | 09:07 03-Jan-19 |
+1 |
Ebix & Resonant expand as U.S. federal shutdown continues | 10:05 02-Jan-19 |
+1 |
FOMC and pre-holiday value list | 14:13 19-Dec-18 |
+4 |
Resonant adds a customer, plus CTL, FIT and energy market thoughts | 09:32 18-Dec-18 |
+3 |
uncertainty galore | 21:02 10-Dec-18 |
+3 |
Resonant buyback, plus international & trading thoughts | 09:31 26-Nov-18 |
?3 |
earnings follow-ups | 01:37 15-Nov-18 |
-4 |
Resonant 3Q18 results | 17:50 13-Nov-18 |
+4 |
Resonant names CFO | 08:43 31-Oct-18 |
?5 |
Resonant schedules 3Q18 report and more | 08:55 30-Oct-18 |
+4 |
Resonant adds details on its new 5G filter structure | 08:32 23-Oct-18 |
-1 |
Resonant adds Bob Tirva to the board | 07:57 11-Oct-18 |
+3 |
Resonant introduces 5G filter and more | 09:21 09-Oct-18 |
-2 |
Resonant CFO resigns after only a month and website downtime | 07:38 21-Sep-18 |
+1 |
AES LNG terminal the 1st of many? not so fast... | 14:13 17-Aug-18 |
+2 |
Resonant 2Q18 results | 18:01 09-Aug-18 |
?3 |
Resonant schedules 2Q18 report | 09:16 27-Jul-18 |
?2 |
pre-earnings portfolio strategy notes | 09:17 16-Jul-18 |
+1 |
many new agreements, few opportunities | 07:43 19-Jun-18 |
+5 |
Resonant 1Q18 results | 18:23 09-May-18 |
+1 |
BGC 1Q18 estimates and more | 09:32 05-Apr-18 |
+1 |
Resonant proxy settlement and tariffs | 09:35 02-Apr-18 |