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Byrdy is flying high!!! My take is they are looking at acquisition options. Waiting to hear feedback from friends with larger positions than me. Feel bad that you got out. Short squeeze may be coming.
Yeah good point. I noticed it as well. I was told by a buddy JT probably forgot to file the proper SEC paperwork because he is so busy, which I could believe, but everybody else stopped buying too, except Warner, until that last purchase in Dec. Kinda strange. Surprised that this has not been fodder for the bears as well...."even the insiders stopped buying cuz they know they are going down blah blah blah"....except no insider has sold a single share for years. This company is just too good at what they do not to ultimately succeed or be bought. As the saying goes, being early is indistinguishable from being wrong!
LOL you beat me to that response by mere seconds...and it was much more eloquent than what I had written haha. Am wondering if our friend Kross and his plans will be brought up on Q&A tomorrow. In all the years I have been in this stock, I have never seen so many people so intent on bashing the company - even after they got delisted and things truly were up in the air the sentiment was not this negative. Things have never looked better and the bears are more active than ever for some reason...have to wonder how many have short positions.
Well said. Agree 100%. The general negativity is way overdone. IMO...
So you're saying a new partner is of no relevance? I'm on record saying that I have low expectations for Q4 and possibly Q1 too. I think much depends on one's timeline ... I'm looking towards this summer or even fall when things may really take off and will add more shares on any dips we have before then. And as spm posted a week or two ago, the negatives are largely already factored into our share price. Don't take it personally but perhaps your negative bias is coloring your interpretation of my posts?
Another new Telkonet partner - Utilitieswatch - just showed up on the Telkonet website. Not much information available but it is another energy management company with clients in the US and Australia. Australia???
I wouldn't assume that myself...I think they will proceed with business as usual until a deal is formalized...if it happens. Let's hope for a surprise to the upside this week. And I am interested to learn of any other projects or new partners even if numbers are not so good.
Sorry to hear it but can't say I'm surprised. Don't want to hang onto an investment in which you've lost confidence. Thanks for the sentiment and best of luck to you.
I do. I'd be surprised if they gave away Q4 so readily and have thought they were sandbagging, but am definitely prepared for the worst. What's a few more months of waiting? And it may not matter, because between Stark and Kross, I think our chances of being bought this year are extremely promising....which could happen any day.
Not holding my breath next week. My expectations are relatively low. I expect Q1 to be the turning point and Q2 and 3 will be record breaking. Just my own opinion. If they can't do it this year I don't think they will.
I wouldn't argue with overstated, although no actual numbers have ever been used. I still give him the benefit of the doubt. He's enthusiastic about the company and ultimately he will be proven correct, and obviously I like what he's done with their business strategy and implementation.
I say conspiracy theory. Absolutely positively no way that is going to happen, especially now. Stark is here simply to help get Telkonet either uplisted or sold. Simple as that. Personally I have an enormous amount of respect for Jason for what he has done with this company. It is on solid ground and has aligned itself with the biggest players in the HVAC and hospitality industry and is aggressively going after the IoT market as well, including residential. What is not to like about that? The most important developments in this company's history have all been so recent that shareholder expectations have just not been realistic. It just boggles my mind. 2016 is the year that it all starts to come to fruition.
Absolutely. Excellent point as usual. The action of late is strange even by Telkonet standards
Seriously? No relationship. You think they just gave away Q4 that easily, or maybe used previous negative 2015 and 2014 Q4 ebitda as a conservative figure for Heritage? Regardless, if it really IS that low and we tank again, then I will buy more .15 or .16 shares and patiently wait till they get it right in another quarter or two. Trane, Carrier, Samsung, Stark, Deutsche, EcoCare revenue growth, and now most recently Kross have ALL occurred just in the past 10 months. Kross has a wickedly impressive record as an activist investor. And Stark is no lightweight, and you know he didn't come to Telkonet for the salary. To me, the writing is on the wall and I am amazed that others are so blind to it. Patience is going to pay off in spades yet this year.
Tell me about it. This stock has served as a valuable life lesson in discipline and contrariness. Just hope there is actually a real carrot at the end of this very long stick.
How bout those .24 shares today?! Market order, naive investor or a harbinger of positive news coming? Less than two weeks till we find out how bad....or maybe how good?....Q4 really was. I really believe they may surprise us all but trying not to get my hopes up.
Whyinvestin Telkonet.
Found out the answer to my own question...JT was unable to travel and the Roth presentation was canceled.
Did Telkonet present at Roth today? The presentation was supposed to be webcast but the webcast link they listed on their initial PR does not work and they are not on the Roth schedule at all that I can find.
Yes it makes sense to me too. Clearly their future is EcoSmart and IOT. Ethostream does complement EcoSmart but that market is pretty saturated and not much growth prospects there. Would think that Ruckus or Windstream or another wifi/ISP company might be interested in Ethostream.
Looking good. Hoping we can create some buying interest at the conference next week. What's your take?
You beat me to it! I love it, not so much as a money maker but because it shows their innovation and versatility, with integration into another business and yet another partner, with ever-growing market exposure. With every partnership they develop, the bigger the potential for revenue growth, and more importantly the more attractive they are as an acquisition. I half expect Ethostream to be sold first to concentrate on the continued development of Ecosmart, or maybe they are sold separately at the same time. Only a matter of time before something big happens here.
Activist investor takes aim at Telkonet
Kross calls for potential sale of company
http://www.biztimes.com/2016/03/07/activist-investor-takes-aim-at-telkonet/
Hey bdn...welcome to Ihub! The yahoo board got so vicious that I don't care to use it much. So you are thinking of going back to Milwaukee? I am told that Mr. Kross is intent on stirring things up and getting the company sold and should be taken very seriously. I think he will be a shoo-in for a board position. Have to wonder when the shorts might start covering...maybe it's happening already, I don't know, but they haven't beeb quick to cover in the recent past that's for sure. Hopefully they will surprise to the upside with Q4 numbers, followed only a couple weeks later by Q1 numbers, either of which could turn out to be another catalyst for us.
Music to my ears...I would love nothing more than to see the shorts take it in the shorts. I have to wonder how closely they follow their positions, because you'd think that they would have started covering by now. Makes no sense to me at all. At some point they are going to get burned on this one!
WELCOME MR KROSS, ACTIVIST INVESTOR...READ THIS:
http://www.keyc.com/story/31344046/telkonet-investor-to-seek-board-seats-to-maximize-shareholder-value-including-possible-sale-of-company
Strange action today. Have to wonder if something is up. Been checking for news regularly but all is quiet on that front. Stay tuned!
3M+ short shares will be very hard to cover given our trading volume. I know there are a lot of strong hands holding a huge portion of the float who are not going to sell cheap, myself included. Just need a catalyst to get it ignited.
Bodes well. I think things are going to come together this year, maybe soon and am as bullish as ever. I dream of big news causing a short squeeze someday.
Ugh even lower than I expected. Where did you find the amount?
I think we are trade upper teens to .20 until we get Q4 earnings, or a major announcement of some sort, and if they beat expectations we move up. I say the three year target won't matter because we get acquired this year. One doesn't have to read too much between the lines to know why they brought in the new CFO. This company has too good of a product not to be acquired. 80 cents a share would be chump change for the big players in the IOT / energy efficiency space.
Telkonet's Noble Presentation available to view at:
http://noble.mediasite.com/mediasite/Play/82c905f34eb74fb2ac9a75fc6ea4adb61d?catalog=3a734bfc-b7b0-4496-95ea-5193c0db8116
A goal of $50M in revenue in three years? Very encouraging.
I presume we would all like more investors interested in Telkonet, so I would say it's great use of his time! Especially after you listen to his presentation...
ECOMANAGE app now available at the Android App store:
"EcoManage is an application that allows users to control and manage their Telkonet thermostats.
Users can change their temperature, mode, and fan speed as well as control more advanced thermostat features.
The application also includes a "Geolocation" feature which allows your device to notify the thermostat when you are away and when you are home so that the thermostat can go into a savings mode when you are gone."
I've been regularly checking for this app to hit the market. By the wording "when you are home" in the app description, is is obviously applicable to the MDU/residential market. Hope to hear announcements soon.
I hear you. I am confident they are getting business but like you I wish there were more details to help boost investor confidence...they have always been pretty tightlipped about contracts, but this is often at the behest of the customer for competitive reasons. I suspect one of the other issues now is that their partners are now doing much of their business rather than direct sales from Telkonet itself so announcements are not necessarily theirs to make. It's not been long since their biggest partnerships were announced and there is going to be a little lag period. I really can't see how their relationships with Trane, Carrier, Samsung, Deutsche and others are not going translate into big growth. Unfortunately we are stuck waiting for now and seeing traders, tax sellers and shorts take our share price down. I've been adding to take advantage of the drop.
Samsung and Telkonet Lynk Sinc in action. YouTube video from the Hotel Experience conference. Note the new door sign product at the end of the video.
This looks like something that should have already been developed for residential use and speaks volumes to the innovation of Telkonet. Apple, Google, Sony, etc didn't develop this....Telkonet did!
Thought maybe you finally pulled the trigger at .20. Thanks for the response and sentiments. Mr Stark wouldn't be here if there wasn't ample opportunity to make money.
Is Johnson Controls, Inc. the Internet-of-Things Opportunity You've Been Waiting For? By Motley Fool
Great read for anyone interested in the IoT and building efficiency markets. Link to the article was tweeted by Telkonet today. Telkonet is very well positioned to benefit in this space.
http://www.fool.com/investing/general/2015/11/18/is-johnson-controls-inc-the-internet-of-things-opp.aspx
What is your take on our CFO news?
Encouraging Telkonet action today. Added more at .201. I'm really liking how things are looking since the CFO announcement with stronger hands showing up. Anybody with this guy's credentials wouldn't come on board unless big things were in store. With such a low salary there's gotta be big incentives which bodes well for our share price.