Telefix Communications Holdings Inc. (TLFX)

[stervc]

TLFX Significant Due Diligence to Consider…

The below due diligence (DD) is what helped to convince me that TLFX is another real company that is an up and coming wireless company and that patience should pay very well for us TLFX shareholders.

Within the TLFX website, they are still Partners with Axell Wireless:
http://www.telefixcommunications.com/about-us/partners.html


Indicated here below, Axell Wireles is a major subsidiary for Cobham plc which is a multi-billion dollar company that trades on the London Exchange under the ticker of COB.L at £283.80 (pounds):

http://www.cobham.com/


http://finance.yahoo.com/q/pr?s=COB.L+Profile


Axell Wireless had been acquired by Cobham for up to £85 million to operate as a subsidiary within Cobham’s Antenna Systems Strategic Business Unit, part of Cobham’s Aerospace and Security Division. With this deal, £60 million for the business was paid in cash with a further conditional cash consideration of up to £25 million in total being payable during 2014 and 2015, contingent on future performance:
http://www.reuters.com/finance/stocks/COB.L/key-developments/article/2753020
http://www.lightreading.com/document.asp?doc_id=702644

Cobham employs 10,000 people across five continents, has annual revenues of circa £1.8bn, with a heritage going back almost 80 years with more than £284 Million in Operating Cash Flow on hand right now even after buying out Axell:
http://finance.yahoo.com/q/ks?s=COB.L+Key+Statistics

http://www.cobhaminvestors.com/pdf/interim-results-2013-pres.pdf


This is important for TLFX because it is absolutely huge for a company such as TLFX to have established a partnership with Axell and should not go unnoticed.



About the TLFX Operations:

http://www.goldmanresearch.com/Popular/fromo-10m-in-revs-to-10m-in-profit.html


Companies in the space operate in various tiers related to consulting work and engineering expertise. The highest level of general contractor is referred to as a "TURF" contractor, which Carriers have named the regional general contracting companies. The hierarchy looks like the following example in the flow chart below. It should be noted that a Tier 2 or Tier 3 Contractor can work for a higher level Tier Contractor as well as directly for the TURF Contractor. The basic hierarchy of the system is Carrier => TURF Contractor => Tier Contractor => Technician.





I recommend to first go through this entire post then come back to read the two links below to see where I had gotten much of what I have organized to post:
https://www.otciq.com/otciq/ajax/showFinancialReportById.pdf?id=103138
http://www.goldmanresearch.com/Popular/fromo-10m-in-revs-to-10m-in-profit.html



Here is what we know so far about TLFX and what they are doing from behind the scenes.

** TLFX has acquired a contract with General Dynamics:
http://www.generaldynamics.com/


** TLFX has acquired a contract with General Dynamics Wireless & IT:
http://www.gdwireless.com/index.html


General Dynamics trades on the NYSE under the ticker of GD at $87.00+ per share while generating over $31 Billion in Revenues for 2012 and has made over $23.1 Billion in Revenues and $1.86 Billion in Net Income for the Nine Months Ending Sep 30, 2013:
http://finance.yahoo.com/q/is?s=GD
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=9564917-876-154571&type=sect&dcn=0000040533-13-000019

This is important for TLFX because it is absolutely huge for a company such as TLFX to have established contracts with General Dynamics and should not go unnoticed.



** TLFX has a contract with Goodman Networks as a Tier 2 TURF supplier to AT&T working on LTE upgrades to Cell Towers.
http://www.goodmannetworks.com/


Goodman Networks generates over $650 Million in Revenues and has over 1690 Emplyess:
http://www.inc.com/profile/goodman-networks


This is important for TLFX because it is absolutely huge for a company such as TLFX to have established contracts with Goodman Networks and should not go unnoticed.



** TLFX has a contact with AT&T:
http://www.att.com


TLFX was also selected as a turn-key supplier for Distributed Antenna Systems (DAS) of which the importance of (DAS) is explained below by AT&T:
http://www.att.com/gen/press-room?pid=23351

AT&T trades on the NYSE under the ticker of T at $36.00+ per share while generating over $127.4 Billion in Revenues for 2012 and has made over $95.5 Billion in Revenues and $11.3 Billion in Net Income for the Nine Months Ending Sep 30, 2013:
http://finance.yahoo.com/q/is?s=T+Income+Statement&annual
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=9583968-1063-180375&type=sect&dcn=0000732717-13-000099

This is important for TLFX because it is absolutely huge for a company such as TLFX to have established contracts with AT&T and should not go unnoticed.



** TLFX has contract approvals that are pending for Alcatel-Lucent along with other primary wireless carriers:
http://www.alcatel-lucent.com/


Alcatel-Lucent trades under the ticker of ALU on the NYSE at $3.80+ per share:
http://finance.yahoo.com/q?s=ALU&ql=1

ALU has $8.8 Billion listed for their Market Cap:
http://finance.yahoo.com/q/ks?s=ALU+Key+Statistics

So in essence, TLFX has a deal pending with ALU:NYSE of which I believe they are very close to closing.

This is important for TLFX because it is absolutely huge for a company such as TLFX to have established contracts with Alcatel-Lucent and should not go unnoticed.



** TLFX has acquired a contract with Brosna Communications providing Workforce Solutions for Ericsson.
http://www.brosna.com/


Brosna Communications is listed to have 50 – 100 employees with generating Revenues between $20M - 50M:
http://joesdata.com/companies/Brosna_Communications_International_Inc_5519537/1.html

This is important for TLFX because it is absolutely huge for a company such as TLFX to have established contracts with Brosna Communications and should not go unnoticed.



https://www.otciq.com/otciq/ajax/showFinancialReportById.pdf?id=99025
** TLFX is in ramp up stage of Staff Augmentation contract to provide workforce solutions for Ericsson, Inc.
http://www.ericsson.com/us


http://www.ericsson.com/thecompany/company_facts/facts_figures


This is important for TLFX because it is absolutely huge for a company such as TLFX to have established contracts with Brosna Communications and should not go unnoticed.

This is important for TLFX because it is absolutely huge for a company such as TLFX to have established contracts with Ericsson and should not go unnoticed.



** TLFX is also in process of bidding on Public Safety Communications (P25-Interoperability), WiFi, and Broadband expansion projects.

http://www.goldmanresearch.com/Popular/fromo-10m-in-revs-to-10m-in-profit.html


Government entities focus include federal, state and local entities, transportation – rail and aviation communications infrastructure. The company has to quickly scale its operational infrastructure to adequately perform to its brand and customer’s demands. Back-Office solutions are critical to the success of the operations. The company also has a planned patent filing for 2nd quarter of 2013.



I’m not sure about the acquisition of VOM Solutions, LLC indicated below, but I do believe that the deal with Solaris Technologies, Inc. has closed as indicated within their filings below:
https://www.otciq.com/otciq/ajax/showFinancialReportById.pdf?id=99025



http://www.solaristechnologies.com/site-on-wheels.html







”With new headquarters in Dallas, Texas, TeleFix plans to open several regional/in-market facilities within 2013 through 2015 and also expand their footprint globally.”



http://www.goldmanresearch.com/Popular/fromo-10m-in-revs-to-10m-in-profit.html
TeleFix has a major advantage over other firms which should ensure its status as a major player over the next 12-24 months. Carriers, governments and contractors all have diversity programs which are akin to set-asides or mandates for minority and especially women-owned businesses. As one of the few certified women owned firms providing turn-key wireless infrastructure services, with the ability to self-perform in all capacities, in the industry and the entire country, TeleFix is primed to earn many, large-scale services contracts.

http://www.goldmanresearch.com/Popular/fromo-10m-in-revs-to-10m-in-profit.html
TLFX is bidding on large-scale contracts with Tier 1 and NYSE-listed firms and we believe that TLFX could generate $10M over the next 12 months and $25-40M in the following year. If the timing of the contract awards and deployments hold to typical schedules, TLFX could generate a 20-25% net margin on $40M in revenue.



With TLFX recent news concerning Verizon…

TELEFIX COMMUNICATIONS HONORED WITH INNOVATION RECOGNITION
http://ih.advfn.com/p.php?pid=nmona&article=59698469


TLFX apparently is currently in operations and is still doing some major work with some major companies to be ”recently presented” with a ”certificate of recognition” for its forward thinking and utilization of mobile technology at the Verizon Wireless Technology Innovation Awards luncheon on Thursday, October 3rd, 2013.

This leads me to think that 2013 is the year that kicks things off with TLFX to get back on track in a major way. From reading through much of what’s within their previous filings, the time is now.

v/r
Sterling