In Defense of INmune

I invest in "public venture capital" stocks. The typical company around here is early stage, has no revenue and is burning cash on a...

Sequans Announces $50 Million Financing to Strengthen Balance Sheet

TW's Take: Lynrock Lake is a very high quality, fundamental investor and this financing is a strong endorsement for Sequans. SQNS is entering a...

A Catalyst Filled Quarter Lies Around The Corner

My wife and I spent Good Friday in the car, driving up to Massachusetts to visit my number one newsletter fan; my mother. It...

Sitting On My Hands

My Investment Style...It's Not For Everyone But It Works For Me I'm often asked why I don't trade more often. Many of my stocks make...

Sequans Communications Announces Fourth Quarter 2020 and Full Year 2020 Financial Results

TW's Take: SQNS is setting up for a very big 2021. Guidance of 50% annual revenue growth over the next 4 years makes this...

Sequans Receives Major Funding Award for 5G Development From French Government

TW's Take: a solid endorsement of SQNS' technology, this grant leaves them likely fully-funded as they are guiding towards breakeven sometime around year end...

Renesas and Sequans Expand Their 5G Collaboration Broadband IoT Module for 5G NR FR1/FR2...

TW's Take: momentum picking up for 5G and IoT...and Sequans is one of the few companies out there positioned to compete with (broadly disliked)...

The Squeeze Is On

This week saw a continued rally in the market with smaller stocks continuing their outperformance. It has been an impressive run and looks likely,...

Sequans’ Monarch Module supported by Orange LTE-M Connectivity Now Available

Tailwinds' Take: Sequans continues to position themselves well for the coming 5G explosion in connected devices. PARIS, France – December 10, 2020 – Sequans Communications...

SQNS Announces Pricing of Public Secondary Offering of American Depositary Shares

Tailwinds' Take: this is positive news in that the issuance was at a very reasonable discount and comes with conversion of debt as well....

The Micro-Cap Rally Continues Full Force

November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index...

A Micro Thanksgiving

Thanksgiving is usually a time to gather with friends and family to celebrate life. My favorite holiday of the year, it was always a...

Sequans Communications Announces Third Quarter 2020 Financial Results

Tailwinds' Take: revenues were good and guidance was brought up to the Street's level for Q4. Next year is setting up as a very...

Time for Small Cap to Shine?

Small and micro-cap stocks have underperformed the market for quite a while now. Since I started Tailwinds in August of 2016, the Russell 2000...

Renesas and Sequans to Collaborate on 5G/4G Cellular IoT

Tailwinds' Take: Renesas is the world's largest microcontroller company. Their partnering with SQNS is a major endorsement. Products will be available in Q4. TOKYO, Japan...

Telit and Sequans Partner to Launch New CBRS Modules

Tailwinds' Take: SQNS is well positioned for the rapid deployment of 5G which is just beginning.  PARIS, France and LONDON, UK. – October 5, 2020...

The Final Push…

Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least. Yet, here we stand...

Wrapping Up A Chaotic Week

Markets were very volatile this past week, trading back and forth like a game of ping-pong. There's little doubt in my mind that the...

West Bound and Down

After fortuitously sheltering in place on the east coast for seven weeks, we are heading back for CA this week. We seem to have,...

Goodbye August (almost)…

Okay, I know it's not the official end of August...that takes place on Monday. However, due to the fact that the month is basically...
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