I don't think we will start to see any institutional buying until after the next Q is put out. I have to also think that Ron is very sure they can clear $3 million with no problem, otherwise he would not have set that expectation. To not get there would significantly damage the confidence in RP that the conference call was intended to develop and strengthen. If they are in fact close to $4 million, then all the better.

I also have to think that the majority of shareholders, both retail and insty, have to be impressed with the scaffolding that is being constructed. The explaination of the new subsidiaries makes a strong business case, as does the spinoff of MST. I predict a smallish NE ISP will be the purchase target for MST that Ron eluded to on the call. It would make sense for them to purchase the existing customers if they are concentrated in an area that offers additional subscriber potential with little additional efforts or costs.

I am pleased with the fact that things are moving along. Like others, this has turned into a longer term investment than I originally planned, but I do think getting to $25M this year will be a springboard long awaited.

This place is like a physocological petrie dish. People constantly ask questions and urge others to provide information and opinions. Then when someone does that, based on their efforts to obtain solid information, that effort is then rewarded with a comment like - "your credibility is on the line."

Get a grip people. Take the posts for what they are, the opinions of the poster. Most have been here long enough to figure out for themselves who they want to believe and who they don't. If you can't read this board without pinning responsibility for the outcome of your investment on another poster, you aren't smart enough to invest in individual stocks. Get into a mutual fund my friends and stop attacking other posters.

Really appears to be focused on single home residential market which I don't think is in TKO's focus. It might help get more pub for PLC, which can't hurt.

Hopefully a lot of those questions are coming from people with a lot of money to invest!!

I think it would be an extreme risk for TKO to take questions from the general public on the call. I know this is how CC sometimes work, but they risk the whole call going down a rat hole based on a question that is not really important in the scope of things.

For those that attended the shareholders meeting, you will remember there were some questions asked there that were not appropriate for the gathering. When you wind up discussing the specifics of why TKO is not an economical solution for residential house versus MDU, and specifically why that it is, that conversation provides little "good for the cause."

Presumably, as a long, you would want to ask questions that you feel Ron will have a solid answer for, even if it is a tough question. This should not be viewed as an opportunity to piss and moan about having lost money on your investment, about what the company execs are paid, or other things you don't like. In public companies, you vote your shares, and if you don't like the direction, you sell. None of us controls enough shares to influence the management, so your option is to sell if you don't have the confidence necessary in the company.

Putting Ron in a position to answer a negative question that makes you look smart is not going to do you or your long friends any good. Right or wrong, we need to sell some money managers on TKO as a good story. They are likely smart enough to decide that on their own, but if not, we don't want to poison the well.

Hopefully that means you found the bottom and we will not sink any lower. I know, wishful thinking...

It has been the M.O. for keeping the company going. Granted, with the reduced cash burn rate we expect, there should be less need for this; however, I wouldn't put it past them to issue more shares. I do not want to see them sit on 18MM shares of MSTI and have it slowly dwindle in value if the PPS starts to fade. It is going to be priced higher than TKO soon at the current rate.

Whatever the reason, I would like to see TKO selling some of their shares at this rate to fund operations for the mothership. I think that would be a much better option for them than waiting until they need cash and issuing more stock to solve the problem.

I am not sure what is moving the new MSTI stock, but I am glad to see it moving. If nothing else, it might provide some positive mojo to the company - another good thing for them to tout. Makes me wonder about what people know that is causing them to buy it up????

Good solution Pat.

Since the three of you have to monitor what is posted, I guess you will probably be the only ones who have to endure his posts now.

LA, Ouch and Sirius -

As you can see from today's posting activity, MLK is not heeding the request from at least two of you to relent with the bashing. He is going to wind up being like ants - if you don't deal with the problem, more of his kind will show up. Soon we will have another yahoo environment here, which most of us do not want.

"Evil wins when good men do nothing" He may not be evil, but you get the point.

Do we still need a petition? By the way, when you ban him, make sure you ban his IP address so that he doesn't just sign up with a new name tomorrow.

TIA

Glad to see the news finally out, and glad that the cash burn rate for TKO will be reduced. However, I do have some questions about the transaction that make me wonder if this is some sort of spin job. First, if the opportunities for MST are so great, why wouldn't it make sense for them to remain part of TKO and add to OUR shareholder value. I understand that Telkonet still owns over 50%, but why sell off part of your business that is expected to do well down the road? If the value of MST declines from here, which I assume it will short term given the cash burn they contributed to, that still hurts TKO indirectly.

I am sure there is more to this than I am seeing at this point, but spinning off a piece that is a huge cash drain only seems to be a good idea if you are completely divested and get a decent price. That being said, if we do get to $25 million in revenue as Walrus states, with the reduced expenses, it will be hard to hold the PPS down.

Looking for comments, not attacks or whining...

OOOOOOOHHHHH yaaaaaaa.

I hate to say that I am excited about seeing the price above $2, but I am. Have a good weekend all.

No one is trying to give you a good reason to hold. We are not encouraging you to stick around in this stock. I am sure you are bright enough to take your money out of this and put it somewhere else where you can make back your loss quickly. Been nice knowing you. Ta ta.

At first I thought MLK was nthomp, but now I have reconsidered. Nthomp is more witty, and continually asks questions that cannot be answered. I now think that MLK is Michelob from yahoo board. The pattern of complaining is similar to Michelob's posts, as well as offering nothing to the board but whining.

LA - we all accept other's rights to post what they want, but there should also be consideration given to what everyone else wants to hear. I don't like to read 15 posts a day from someone just whining about the PPS being down or about the company being a POS. That is why many of us moved from yahoo to here. We should have the right to control the group. It doesn't have to be open to anyone to post what they want. That is why I suggested the petition the other day. Eventually, the majority will not continue to tolerate it and will find another place to communicate.

Thanks for posting that here Pat. It would be nice to see a PR written like that article. If we can get follow through on the stuff mentioned in the article, we will be in good shape someday.

He will only throw up negative posts because he is a basher. Hopefully our new moderator will take care of the matter. Anyone for a petition to remove MLK? I want to vote him off the island!!

Can you expand on what you mean by you like where he is sitting?

It has been nice that we haven't had to put up with bashers on this board. Based on the limited posting I have seen from MLK, my guess is that has come to an end. How's the sweat shop these days?

I believe it is just an earnings call for GTSI. Not to say they won't announce something, but I doubt they will talk about TKO during a call on their own financial performance.

It will come back up, and hopefully we can get buyers chasing it again like on Friday afternoon.

Good volume and price movement in the last hour. There are large amounts of stock moving at the high for the day a few minutes before the close. Maybe there is something good around the corner.

May 20, 2007 12:05 pm

I would like to be buying more, but unfortunately TKO has provided me too many opportunities to average down in the past. I simply don't have any more money that I care to put in at this point, even though I really think it would be the right move.

Amen Shredin -

Since I typically just scan these posts, I hadn't caught the blurb about Social Security. Typical opinion from someone who apparently doesn't take the time to study an option for what it is but rather just blurts out the crap that they hear. I work with many people who are going get more out of their gov't pension than I because they pay into programs that allow the options you discussed. It is not about Privitization, or any other buzz words that opponents throw out. It is about keeping all these funds going into the Social Security program where Congress - both sides - can spend the excess that currently amounts to over $10 billion a year.

I agree that someone who admits to such poor investment decisions all the time should not profess to know what is good for everyone else.

I was referring the midwest and northeast, as Walrus spends some time in the NE.

I was actually in Mesa a couple of weeks ago, and would love to be there now. I played Longbow a couple of times. That is a sweet course. Also played Painted Mountain (OK) and Sedona (nice).

I know it is not the answer you are looking for, but it doesn't matter if you don't sell. We are kind of in the position we were last May and June. Once the Specialist and shorts took it down below two, they covered and let it revive. Until TKO gets to BE, off the AMEX, and does a better job of getting institutional interest, I think we will see the same pattern repeat. Hopefully we will break the pattern this year.

from your fingertips to the Lord's ears...

Hope you are still in the South. This week's weather anywhere but Florida is nasty cold for this time of year.

nice picture... would be mighty .... tasty

I can validate that many NG units are returning without equipment, but the reality of that impacting homeland security missions is questionable. Most states don't have homeland security requirements that call for combat equipment, and as far as trucks, hummers and generators go, most states have significant numbers of these in armories around the state that have not been deployed.

The felon part still seems like rhetoric to me, but not surprising that a senator from either side would be spewing garbage.

As for TKO, I did read an article yesterday stating that they expect Dems to focus more funding on Homeland Security if they are successful with their bid to bring Iraq to a close. The TSA was mentioned specifically with their iris and finger print recognition technology. If we think about it, there are many place that require identification, not just airports. Hopefully this will open more doors for easily installed networking capability.

Where do you get the information that we are pardoning convicts to fill our military?

No comment so far on the second aquisition which has been disclosed here.

Ethostream is the hospitality service provider that TKO purchased. GLL & Walrus - this name might ring a bell from an email I sent you 4-5 weeks ago.

The 10K says the aquisition was completed on 3/15/07. It makes me wonder why a PR was not released. Looks like TKO paid $11MM for this company, so hopefully it has the revenue potential that SSI has. The number of shares to be issued is also adjustable if the share price exceeds $4.50 in the next year, so hopefully that happens. If we don't see mid $4s by the next year, there is something seriously wrong.

Now we have aquired a customer base and a product line that is a natural fit for the customer base. Hopefully TKO can put the two together to be worth more than the two pieces individually.

I have to agree with this post, even though it is obviously not exactly what I wanted to hear. The reality is that very few companies turn the corner from development to highly profitable in one step. Once the 2007 revenue starts showing up as reality, the market will be more willing to price the company based on future earnings which should dwarf 2007.

Walt - wasn't calling you a winey shareholder - actaully agreed with your post...

Here's a theory -

Maybe RP planned to do a conference call of some sort, but then decided against it avoid being subjected to the type of inane questions that were presented at the shareholders meeting. Therefore, they decided they were better off putting out a communication in a one-way vehicle that would not have the interference of a bunch of winey shareholders worried about being down a couple thousand dollars.

utter nonsense...

Amen brother. One of the few posts today with substance.

Guess I struck a nerve...

Also guess that I must have missed these material disclosures made by TKO. After all, if they tell your broker, they would also have to release to the public. Or maybe your broker is doing what many brokers do...

And finally, you are not the target of my posts, I was simply responding to what you put on the board. That is how this works. My post was directed towards everyone complaining about things not happening on a schedule that I do not believe the company has stipulated to.

I guess this means you will be out by around $6 since that should get you out of this "mess".

So long...

It seems the people most disappointed today are the ones who have pinned their hopes on things they were told by people with no authority to tell them these things. And on top of that, it is now Telkonet's fault for not following through on comittments that they did not make. Sounds like a solid investment strategy to me...