Jun. 17 at 10:58 PM
$INSG The company is currently priced the same way as last year. It has completely discounted the fact that it has a deal with Nokia, that essentially doubles the revenue next year and also instantly makes them a Global company. Think about the synergies here that INSG can bring?
INSG is good at only one thing selling FWA and hotspots. Juho and team has turned this business around with Tier 1 deals with all major players in the US and now got Nokia onboard, they paid zero cash to get this deal done!
Now some argue that Nokia business is not profitable, that may be the case, that's why Nokia is backstopping that. Essentially this is a High Reward, Low Risk play. However the market currently believes it to be a High Reward, High Risk play for INSG.
We won't know surely until next year Q1/Q2, depending on the guidance the Juho and team sets, the stock will react. Currently this is a
$120M market cap stock. Ridiculous!
My advice if you want to play safe, don't buy calls. Buy Shares & wait!
