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"MULTIBAGGER". The Wall Street Exclusive Jan 27.
From "Telko Me More About Telkonet"...
... Telkonet is growing its EcoSmart business rapidly, and even with the EthoStream business growing at a snail’s pace, overall revenues were up 16% in the most recent quarter. With every deployment Telkonet adds to its high margin subscription revenues, and the company crossed into profitability two quarters ago.
In the latest reported quarter Telkonet had $365,584 of net income, up almost 100% from Q2. $365,584 per quarter comes to $1,462,336 annually. At $0.175 per share Telkonet has a market cap of $21.88 million – that’s a PE of 14.96.
Compare that to similar internet of things with subscription business model stocks like Control4 (NASDAQ:CTRL) with a PE of 60, and Numerex (NASDAQ:NMRX) with a PE of 80.
Telkonet’s current earnings at those multiples imply a price per share of $.70 or $.94.
If Telkonet again doubled profits in Q4, that implies more than a 10X increase in share price if it were awarded Numerex’s multiple.
And this company has rapid growth, no debt, captive customers, subscription revenue streams, better than 50% overall gross margins, intellectual property, and strong secular tailwinds with the internet of things and automated energy and operational solutions.
Telkonet has also accrued $1 million in the bank, has a $2 million line of credit if it needed it, and per the CEO at the Noble Financial investor conference last week the company is explicitly not looking to raise money.
Telkonet Looks Like a Multi-Bagger
Telkonet’s price per share looks wrong to us. With such a great, growing, and profitable business it looks like a multi-bagger. It seems that because Telkonet looks like any other penny stock that is not listed on a major exchange, it has managed to go under the radar. But the business looks too healthy for that to last, and Telkonet looks like a great buy here.
Telkonet Noble Investor Presentation was a grand slam!. WATCH IT! You can view it on the Telkonet website - click "Investor Relations" and then "Corporate Presentations". You will need Microsoft Silverlight to watch it. It is very very very good. This company is tremendously undervalued.
Telkonet CEO Jason Tienor BizTimes article "Opportunitis Abound" Dec 8, 2014.
"Jason Tienor, CEO, president and director of Telkonet, Inc., has led a diverse career with leadership roles ranging from successful entrepreneur to CEO and experience in both public and private companies. Tienor attributes his success to recognizing that every situation creates a new opportunity.
“I've had numerous mentors over my career and realize that I've learned and retained valuable lessons from each and every one of them. The combination of these lessons creates who we are, and hopefully who we are going to be.
“Leaders recognize an opportunity in any situation and learn from it. They continue to apply lessons learned in their future activities, continuously building on the growth that's come before.
“To be good leaders, we strive to put a solid team in place. A team that hopefully is better than we are. We then provide them with the right tools and the responsibility to make decisions. Lastly, we make ourselves available to help them in any way they require.
“With this in place, we build a culture of nurturing and support. We work to provide an environment of learning and development and to foster the ability to recognize the opportunity in every situation.
“Finally, we encourage communication and the sharing and recognition of these opportunities and the successes they create. In doing so, we continue to nurture culture and corporate morale.
“If we've done our job as good leaders, we should see the benefits from continued personal growth of our staff and increasing corporate success.”
TELKONET newest partner BASE-4 now also Marriott partner in design
Published on Base-4 website yesterday (note the other hospitality franchises mentioned below)...
"Base4 International is excited to announce that we are now a recommended design partner of Marriott International. With this designation, Marriott has carefully evaluated and verified Base4 as a proven design partner. We would like to thank Terry Smith, Vice President of Engineering at Marriott International, and the rest of the design team at Marriott for this great honor.
Base4 continues to complete quality designs for all franchise flags including Marriott, Hilton, IHG, Hyatt, Starwood and Choice. We provide our hospitality partners with services from the initial project concept until turnover. Please contact us to find out how we can bring added value to your next hospitality project."
TELKONET article on SeekingAlpha by John Leonard, CFA
Excerpts from 11/26/14 article:
...the turnaround is in progress, as top-line growth and expense management resulted in the second-highest EBITDA ever and a 75% sequential increase in net income...
...There should be continued adoption of the EcoSmart energy management platform, given the superior functionality; management reported improving deal flow, customer/partner referrals and project sizes...
...In the $1.2 billion hospitality market, ~70% of the >14 million hotel rooms worldwide do not utilize any form of room-based energy management...
...colleges/universities in the U.S. spend almost ~$2 billion annually on energy costs, of which a meaningful portion is wasted...
...EcoSmart is effectively self-financing due to the rapid ROI (2-3 years) and utility-funded energy efficiency programs...
...THESE OPPORTUNITIES ARE ONLY AVAILABLE BECAUSE OF INVESTOR IGNORANCE OR UNBELIEF IN THE TURNAROUND. However, management presentations at recent (and upcoming) road shows should go a long way towards educating investors about the investment story...
INTRODUCTION TO TELKONET VIDEO - All investors watch this!
This YouTube video just showed up today. Just google: Telkonet youtube introduction video. It is very, very nicely done and gives a great overview of the company, including their clients (Marriott, Hilton, Hyatt, MIT, etc) and partners (Trane, Carrier, Johnson Controls, etc).
TKOI is NOT your average penny stock company. Great things are coming. I will be shocked if we are not in the .20's by year's end.
I've been holding and accumulating for close to 7 years now. All my eggs are in this one basket...sure the risk is high but so are the potential rewards. It's a broken stock but not a broken company. Far from it. I don't plan to even consider selling until we are over .50 and potentially much much higher. The potential for this company is enormous (just listen to the last call), not to mention the buyout possibility by JCI or HON or UTX, etc. One only has to look at the price paid for inferior Nest technology to see that. Strong hands will win big on this one so be patient...great things are coming.
TELKONET INSIDER BUYING - 7 BUYS SINCE 10/1/14
William Davis (2)
Gerrit Reinders (2)
Jason Tienor (2)
Jeff Sobieski (1)
In addition to the insider buying, the VERY POSITIVE call last Friday and the THREE upcoming investor conferences make the future for Telkonet looks extremely bright!!!
TKOi presenting at 3 investor conferences in Dec/Jan
In addition to the 70 or so investors that management has spoken to in the past couple months (as reported in the conference call this past Friday), TKO will also be attending the following upcoming investor conferences:
LD Microconference - Los Angeles Dec 2-4
Benchmark Microcap Discovery Conference - Chicago Dec 11
Noble Equity Conference - Ft Lauderdale Jan 19-22
A RECAP OF PARTNERSHIPS SINCE 2013.
TBA - BASE4 (US, China, Argentina, India, South Africa, UAE, Qatar, Morocco, Libya)
6/2/14 - EVOLUTIX (Rio de Janeiro, Sao Paulo, Miami)
4/7/14 - TEMSCO Energy Management Solutions (Texas)
3/18/14 - MODE:GREEN (Orlando)
12/20/13 - ECO-ENERGETIC / International Investments SA (Central America)
10/28/13 - PRO TEC MECANICAL CONTRACTORS ARUBA (Aruba and Carribean)
10/21/13 - GSE MANAGEMENT & ENERGY SOLUTIONS (Mexico)
5/6/13 - ISLANDAIRE (New York - fastest growing specialty AC/HVAC company in country)
4/17/13 - PACIFIC ENERGY
3/25/13 - CONSTELLATION ENERGY
3/20/13 - STANLEY ENERGY
3/7/13 - SOMFY SYSTEMS TECHNOLOGY
2/26/13 - MARRIOTT (worldwide approved vendor)
These partnerships are paying off now, as seen in last quarter's revenues, and why I expect Q3 to be even better, perhaps MUCH better.
A new partner...BASE-4, a GLOBAL DESIGN AND CONSTRUCTION FIRM.
"Base4 International is very pleased to announce its new strategic partnership with Telkonet, Inc. (TKOI) Telkonet, a leading energy management company, offers EcoSmart energy management technology as well as EthoStream high-speed Internet access solutions for new and existing buildings.
Both Base4 and Telkonet pride themselves on being technology driven, innovative, forward thinking organizations operating in the hospitality and energy management sectors. This partnership is a strong strategic fit, leveraging the two companies’ respective strengths and offering value-added solutions to building owners and operators around the globe.
We welcome the opportunity to speak with you about how Base4 and Telkonet can work together to assist you with your building design and energy management solutions."
OMG...new mgt ran TKO into the ground? That stock was trading right around 1.00 when RP left in Dec 2007, down roughly 85% from trading around 6.00 in early 2005. So that calculates to roughly an 85% decline in share value during RP's leadership between 2005 and 2007. BTW "new management" has managed to turn that company around and it is now an industry leader if you bother to check it out, which I would strongly encourage anyone to do.
SWET's chart actually shares some similarities to TKO ... it has gone DOWN too, but even more in the same time frame - from .30 in 2011 to .02 now. Wow! Numbers do tell the story.
And he was a "massive real estate pioneer"? One only has to google Dudley Mansion to see what kind of pioneer he was.
SWET is total pie in the sky. I'm sure RP will do quite well by it though.
We are the Rodney Dangerfield of energy efficiency companies. That will change soon.
Next stop: residential market?
With yesterday's announcement of an app, it looks to me like we may be getting ready to enter the residential market. I have been shocked that the mention of "positioning for the residential market" on the last call has not gotten ANY attention. We had the best call EVER for this company, and the share price actually dropped. The future has never been brighter for Telkonet.
Google buying Nest = major buyout potential for TKOI.
Telkonet TKOI in residential market in 12-18 months per CEO Jason Tienor on KMSP-TV interview yesterday. Go to Telkonet Investor Relations page to view the video (I had to use a PC rather than a Mac to watch video).
TKOI earnings should be released before open....may make for a great day tomorrow. I am expecting great news from Jason and the stock to continue its run with blue skies ahead. I am new to Ihub but I've been accumulating TKO for a very long time. Patience is a virtue for the right stock!
TKOI....Telkonet. It's got it all....beautiful chart, increased volume, rapid expansion of the company, dynamic management team, one positive news release after another. This one is totally undervalued. Earnings and CC tomorrow April 1. Do your DD and see for yourself!
TKOI going to keep running IMO after tomorrow's earnings and CC. Everything is falling into place. It is still largely flying under the radar....why is it not getting more attention???
Getting noticed....OTCMagic dotcom March 29:
TKOI could be a Monster Penny Stock Runner!
Telkonet, Inc. (OTC: TKOI) has been making an explosive move up in recent weeks up and out of its $0.15 base on accelerated volume. When a stock like TKOI starts moving north of its range on huge volume investors need to take notice; TKOI has a history of highly explosive moves up and history often repeats itself.
Back in 2009 TKOI ran from a dime to $0.60 in several days, of course that run is nothing comparted to the Monster run TKOI made between 2003 and 2005. Of course it’s a different stock now with a much larger share structure, it will never repeat those type of gains but TKOI could run hard here.
Telkonet, a leading United States-based energy management technology provider, offers hardware, software and services to commercial customers worldwide. The EcoSmart suite of products, which includes EcoInsight and EcoWave intelligent thermostats, the EcoSwitch energy-efficient light switch and the EcoGuard energy management outlet, can be deployed in most building environments to cut utility costs and enable remote monitoring and control using the EcoCentral management platform.
Telkonet's energy management products have the power to reduce energy consumption, minimize carbon footprints and help eliminate the need for the construction of new power plants.
TKOI has rapidly growing revenues, easily topping the $6 million mark in 2012. The stock is moving up in expectation of strong fourth quarter operating results which TKOI will announce April 1. TKOI also has an excellent asset to debt ratio of almost 3 to 1 and reports a net income, very rare indeed on this exchange.
Conclusion: TKOI has a ton going for it. Not only is this an ex Nasdaq Company with rapidly growing revenues that topped $6 million in 2012, the stock has a history of monster moves, a history that could repeat itself here going into fourth quarter operating results. TKOI should be on every Penny Stock Speculators watch lists!
BINGO!!!
One would typically expect some consolidation and a pullback here too, but I've been operating on the belief that their earnings and call on Monday may spur further buying. Of course I've expected this in the past and been wrong, but one of these quarters I think they're going to blow the lid off.
Looks like a good decision based on the support today. I was able to grab 25K more yesterday at .30. That may be my last buy unless it drops again.
I understand. The thing is that the company is worth way more than 30 cents and apparently others are finally realizing that. I'd like to add more at .30 or below. Maybe it will have a nice pullback, but maybe it won't with the conference call and earnings scheduled next week.
I'd buy now or you're going to get left behind. I blew my wad yesterday or I'd buy more. Looks like 2009 all over again except this time it's a bona fide company.
It's bound to pull back and consolidate at some point but tko can run fast - if you haven't done so already, look at the chart in 2009. Don't hesitate too long to pull the trigger or you'll get left in the dust. This should not be 30 cent stock and others are finally figuring that out. I've been buying it since 2009.
Any success?
Not bad huh? I finished my last buying this morning. Blue skies ahead!!!
Just curious what parameters were you using with your screening? MA crossover? I am just wondering how often TKO is going to be showing up on other investor screens.
I am expecting Jason and Co. to hit it out of the ballpark with guidance on April 1st, so we may have a nice run this week. I also think TKO is ripe for a takeover.
Hold on to it....there is huge upside on this one. I've been accumulating shares for almost five years and have almost 3/4 million shares now. TKO has completely transformed itself and have had nothing but good news for the past year - the Motel 6 and Marriott and Stanley Energy deals are huge. IF the company isn't taken over, I expect it to run over .30 next week and over a dollar in the next year, possibly much sooner. I am not a pumper, just a believer in this company and its CEO! There is a more active tko forum on yahoo FYI.