Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications
Message: Acacia Communications -Seeking Alpha
Acacia Communications - More Appealing After The Recent Retreat, Not Buying Yet
Long/short equity, special situations, value
Summary
Acacia Communications has seen a big momentum run following its IPO in 2016, even as shares have lost half of their value from their highs.
The company continues to show excellent operating momentum, doubling its sales on an annual basis.
This spectacular growth, strong balance sheet and reasonable valuation make shares very appealing, yet customer concentration remains a big risk.
To offset the concentration risks, I require further growth and a solid Q1 guidance, or a further retreat in the share price, before making an opportunistic buy.
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