GIMO

Gigamon Inc

TMT


Presented:10/18/2017
Price:$36.40
Cap:$1.34B
Current Price:$38.50
Cap:$1.46B

Presented

Date10/18/2017
Price$36.40
Market Cap$1.34B
Ent Value$1.19B
P/E Ratio520x
Book Value$7.77
Div Yield0%
Shares O/S36.89M
Ave Daily Vol764,878
Short Int14.04%

Current

Price$38.50
Market Cap$1.46B
Gigamon, Inc. designs, develops and sells products and services that together provide customers with visibility and control of network traffic. The firm serves global enterprises and service providers that seek to maintain and improve the reliability, performance and security of their network infrastructure. It operates through the following geographical segments: United States; Rest of Americas; Europe, Middle East, and Africa; and Asia Pacific. The company was founded by Denny K. Miu, Ted C. Ho, Patrick P. Leong, Thomas K. Y. Cheung, Thomas L. Gallatin and King L. Won in 2004 and is headquartered in Santa Clara, CA.

Publicly traded companies mentioned herein: Gigamon Inc (GIMO), Sprint Corporation (S), T-Mobile US Inc (TMUS)

Highlights

The presenter is long shares of Gigamon (GIMO), seeing opportunity in the recent share pullback as part of a developing private equity acquisition story. He states the product is fundamentally solid, but the company has had some management issues, and thinks the current uncertainty could provide an attractive entry point. Ultimately, GIMO shares could be worth $50 - $55 on the back of a strong product cycle, and there is meaningful room for efficiency improvements under private equity ownership.

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Idea Discussion

Commentor 1 - 2 weeks ago

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