MoSys, Inc. (NASDAQ:MOSY)

CAPS Rating: 1 out of 5

The Company designs, develops, markets and licenses memory technologies used by the semiconductor industry and electronic product manufacturers.

Caps

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All Players

128 Outperform
12 Underperform
 

All-Star Players

24 Outperform
8 Underperform
 

Wall Street

2 Outperform
0 Underperform
 

Top MOSY Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

NetscribeTech (< 20)
Submitted February 05, 2007

MoSys Inc. (MOSY) design, licenses and markets, memory technology, which are embedded in integrated circuits. The company generates revenues by licensing its technology and from royalty fee, with customer profiles include System-on-chip semiconductor… More

KennyG102 (85.75)
Submitted April 07, 2007

It is hard to see why this stock should go up in the near-term. MoSys has had losses from operations the last three years.Pros: Large amount of cash and short-term investments. No debt.Cons: SG&A cost have increased since 2002 while revenue has… More

MOSY VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about MOSY.

Recs

0
Member Avatar rhallbick (97.02) Submitted: 2/24/2018 7:34:04 PM : Outperform Start Price: $1.88 MOSY Score: -7.04

MoSys is a semiconductor company involved in the development and licensing of integrated circuits for high-speed networking, communications, storage, and computing markets. At the beginning of 2017, the company owned 67 United States patents as well as 36 foreign patents.

MoSys always reports a huge loss on their income statement, mostly due to consistent large "non-recurring" charges, and R&D expenses that are 3 to 6 times higher than their revenue stream. Restructuring efforts began in 2016 led to R&D being cut to about 60% of revenue by mid-2017. Over the last two years they have recorded charges relating to reducing the workforce, closing a facility in India, and terminating their headquarters' lease. They have both borrowed money and sold stock to support their cash flow. They have also used up most of their financial assets to cover the continuing losses. Their net tangible assets have dropped well into negative territory, and their long-term debt of about $9MM is payable in full in Aug, 2018.

Their very poor financial state puts them in a position where potential customers would be very hesitant to design in their chips, not knowing if MoSys would even be around to support those chips in the future.

Last year, the company announced that they engaged an investment bank to act as a financial advisor to explore a range of strategic alternatives. The last 10-Q indicates that their time for making some sort of decision is about up. They need to somehow raise additional funds, curtail most operations except for licensing, or sell the company. If it is a sell, then finding someone interested in acquiring 100 patents shouldn't be too difficult, though I couldn't speculate what their value is.

After today's pop in the stock price, their enterprise value is $21.5 million

MoSys will announce fiscal year 2017 financial results before the market opens Tues, Feb 27, 2018. The company will not be hosting a conference call.

Speculative CAPS-only pick.

Recs

0
Member Avatar MMCapitalMgmt (99.94) Submitted: 7/23/2014 12:45:26 PM : Underperform Start Price: $32.20 MOSY Score: +132.98

Company just doesn't make or sell what it should be at this valuation. Substantial negative operating cash flow demonstrates a need to raise more equity (dilute existing).

Recs

0
Member Avatar mchenrymike (< 20) Submitted: 3/14/2013 6:56:43 PM : Outperform Start Price: $43.60 MOSY Score: -172.27

Ton of upside Management, demand, and timing is there

Leaderboard

Find the members with the highest scoring picks in MOSY.

Score Leader

yes2jbs

yes2jbs (98.31) Score: +243.16

The Score Leader is the player with the highest score across all their picks in MOSY.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
yes2jbs 98.31 2/23/2010 Underperform 1Y $37.50 -95.33% +147.83% +243.16 0 Comment
KennyG102 85.75 4/9/2007 Underperform 1Y $84.90 -97.94% +100.81% +198.74 2 Comments
pillz151 39.74 4/9/2007 Underperform 1Y $84.90 -97.94% +100.81% +198.74 0 Comment
joshb2025 72.35 11/19/2007 Underperform NS $54.70 -96.80% +98.12% +194.92 0 Comment
wpbswingdoctor 29.87 6/23/2014 Underperform 5Y $29.90 -94.15% +40.19% +134.34 0 Comment
MMCapitalMgmt 99.94 7/23/2014 Underperform 5Y $32.20 -94.57% +38.41% +132.98 1 Comment
p1o29837f 59.54 12/31/2015 Underperform 5Y $10.60 -83.49% +33.93% +117.43 0 Comment
karakartal < 20 2/15/2018 Outperform 5Y $1.22 +43.44% +1.17% +42.28 0 Comment
Under5 52.60 1/8/2018 Outperform 5Y $1.32 +32.58% +0.46% +32.12 0 Comment
MSUalum 34.36 1/26/2018 Outperform 5Y $1.36 +28.68% -3.35% +32.02 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
trackbenchmark 99.26 2/12/2010 Outperform NS $34.20 -94.88% +157.17% -252.06 0 Comment
TrackWIG 48.86 10/2/2007 Outperform 3Y $73.70 -97.63% +86.18% -183.81 0 Comment
TrackMDB < 20 1/22/2007 Outperform NS $85.50 -56.37% -3.59% -52.78 4/17/2012 @ $37.30 0 Comment

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