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JASO Q1 2014 EPS

Started By odyd , May 03 2014 10:17 AM

33 replies to this topic

Poll: Q1 2014 JASO EPS (34 member(s) have cast votes)

Q1 2014 JASO EPS

  1. Negative (0 votes [0.00%])

    Percentage of vote: 0.00%

  2. 0.05 to 0.10 (2 votes [5.88%] - View)

    Percentage of vote: 5.88%

  3. 0.10 to 0.15 (2 votes [5.88%] - View)

    Percentage of vote: 5.88%

  4. 0.15 to 0.20 (4 votes [11.76%] - View)

    Percentage of vote: 11.76%

  5. 0.20 to 0.25 (8 votes [23.53%] - View)

    Percentage of vote: 23.53%

  6. 0.25 to 0.30 (8 votes [23.53%] - View)

    Percentage of vote: 23.53%

  7. beyond 0.30 (10 votes [29.41%] - View)

    Percentage of vote: 29.41%

Vote

#1 odyd

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Posted 03 May 2014 - 10:17 AM

Place your votes on EPS for Q1 JA results


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#2 odyd

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Posted 03 May 2014 - 10:43 AM

You can also post your precise EPS expectations. Member(s) who delivers exact EPS will be awarded with one month access to the premium forum for April data release.


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#3 zendoc1love

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Posted 03 May 2014 - 11:11 AM

$.45


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#4 explo

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Posted 03 May 2014 - 11:17 AM

I assume GAAP, but just to clarify GAAP or non-GAAP?
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#5 odyd

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Posted 03 May 2014 - 11:23 AM

GAAP of course.


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#6 explo

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Posted 03 May 2014 - 11:30 AM

With their special formula (which is not net profit divided by shares), i.e. stated GAAP EPS?

I'm asking because it is a bit of a pain to estimate their accounting of warrants. But then again challenges can be fun.
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#7 Xeloris

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Posted 03 May 2014 - 11:38 AM


$.45
 

 

Dang,   id love to see that, if that were the case they may see another 100% spike like last may


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#8 luckygoose

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Posted 03 May 2014 - 11:39 AM

0.26
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#9 explo

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Posted 03 May 2014 - 12:09 PM

0.50


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#10 sunnysky

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Posted 03 May 2014 - 12:32 PM

With their special formula (which is not net profit divided by shares), i.e. stated GAAP EPS?

I'm asking because it is a bit of a pain to estimate their accounting of warrants. But then again challenges can be fun.

 

The basic EPS is still a simple division, it's just that you need to add all the potential shares from warrants dilution.

 

For Q4:

Net Income(k$):           23,519

Real ADR count:         58,949,957

Basic EPS:                 0.40  (=  23,519,000/58,949,957)

 

As for the warrants, I estimated that was a loss of $10.3 M, equivalent to -$0.17 per ADR. 

For Q1, I believe JASO will use the above ADR count for basic EPS calculation but they will add some additional shares for other minor items such as share based compensation which occurred in Q1.

 

So if you are looking at GAAP basis, the loss from warrants is going to be a bummer. Tax is a wild card which I had not really tried to estimate. Maybe another benefit? But maybe wise to leave it at 0.


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#11 explo

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Posted 03 May 2014 - 12:37 PM


Basic EPS: 0.40

 

Don't forget to vote.


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#12 Koolinv

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Posted 03 May 2014 - 01:08 PM

0.28
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#13 hellosolar

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Posted 03 May 2014 - 02:10 PM

.26
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#14 sunnysky

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Posted 03 May 2014 - 02:49 PM

$0.27 GAAP (including $10.3 M warrants loss)

$0.44 Non-GAAP (excluding the loss from warrants).

 

I left tax at 0 but we might get another positive surprise with a tax credit.


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#15 odyd

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Posted 03 May 2014 - 02:54 PM

Gents, voting is based on GAAP.


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#16 sunnysky

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Posted 03 May 2014 - 03:09 PM

I voted on GAAP but not sure if all voted on that basis.


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#17 Xeloris

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Posted 03 May 2014 - 04:18 PM

.19


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#18 jamiecc

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Posted 03 May 2014 - 04:30 PM

.31


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#19 odyd

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Posted 03 May 2014 - 04:55 PM

whether they did or not only GAAP result is the number.


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#20 Xeloris

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Posted 04 May 2014 - 05:44 AM

Nice many think beyond .30, if so we have a good chance at reversal and may see fireworks..  i hope thats the case


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