CommScope Holding Company, Inc. COMM

This POS will see $12 before Q3 ER and everything is riding on the status of the spin-off and 5g sales & orders. Since broadband and fiber lines are more cyclical, betting they will be flat YoY at best. The instability and constant changes are pushing customers away.

$6M is nothing compared to the $500M+ in interest expense bc of mgmts stupid acquisitions. If the quarter is bad and the spin-off is late, this stock will see $10 before $20.

Stay away and watch before you jump in. If you buy now, your money is dead and earning nothing at best.

This POS is still overpriced. They still haven’t proven they have the orders to push revenue higher and with 500m+ interest exp annually on 9b debt. Not worth letting your money become stagnant. Only worth watching for news on the spin-off.

Sold most of my position at $21 and held on to some thinking it would hit $23-24 at ER. CS is a POS.

Unless they have a stellar q3 and are on schedule to complete the spin-off, this thing will not see $20 before YE. It will sink to $10.

To the other John Smith, wishful thinking CS will see any significant portion of the tax payer waste in the infrastructure bill. CS has to buy the glass from suppliers that are going to see to their own fiber demands first. CS will continue to be on limited supply and Corning, OCI, AFL, etc… will continue to outperform CS. CS in the short term will continue to suck. Long term, depends on performance after the spin-off and excuses used when miss a sandbagged guidance.

Funny how my messages keep being deleted.

CommScope is a POS. Waste you money here if you want. Oh it will comeback one day, but in the mean time your money is dead being tied up here.

@David, what are they going say, we fked up? Their revenue is flat YoYoY…. Longs are wasting their time and money here, this is on life support for now till they saddle the spin-off with a load of crap they bought from TE and Arris.

Lol another debt rollover. They have a history of doing this more then the average company. Term must be coming up and they can’t pay it. Dead money here currently. Going back below $10 and then time to back up the truck.

@Gary, only an idiot puts all the hope and dreams in one supplier. I doubt everything across Cox, Spectrum, etc is all Commscope. They are not a single supplier. Their growth sucks. Little change in comparison to prior years when this industry is exploding = lost market share.

https://external-content.duckduckgo.com/iu/?u=https%3A%2F%2Ftse1.mm.bing.net%2Fth%3Fid%3DOIP.vy0s9ua0-nrxlJ5ZMpN4zAHaHa%26pid%3DApi&f=1

The only place this POS is running is into the ground.