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Yes - called MLK. Despite the multiple requests, the antibiotic would not be administered. Therefore, the old visitors to this board have reconvened elsewhere.
Suprisingly low volume today. Good to see that we are not dropping, but I am anxious to see what news will be released next to generate interest.
Can't wait to see the 3rd quarter numbers.
It appears that these PRs over the last week are intended to tell us that the topics discussed in the June conference call are happening as planned. Although dollars are not being discussed, at least in today's PR, the number of locations is on par with what was discussed in the conference call. To me, this is effectively saying they are on target, or better in the case of the SSI PR.
Hopefully we will see one regarding airport work for the TSA. I believe that is one of the bigger dollar contracts that they were looking for in the Govt sector. On the key channel partners side, maybe we will see an update on Geeks or GE over the next few weeks.
Without coming out and saying it, I believe these PRs are designed to tell us that TKO is on the mark so far in these areas. I think this is an effective way to do it versus sending out a PR every time they install a location.
I do not see Telkonet on the link in the 2007 year. Can you tell me where it is on the page?
I just went back and listed to the conference call from June. In the call, Ron referred to expected SSI revenue in the $4 million range. This PR indicates $5 million, and I don't think this is the only place SSI revenue is being generated...
hopefully we will see a few more updates along the way this month, leading into a strong 3rd Qtr report in the area of $6-8 million revenue.
As we come to the end of August, the second month of the quarter, I hope that TKO has already booked a substantial amount of revenue. Meeting the projections of approx $8 million for this quarter would likely mean that they would have already done a fair amount of it. Given the lack of press releases, I can only assume that they are continuing on with airport and EDS work, with no PRs because the work has been announced in the past. It would be nice to see some PRs regarding new business or progression of sales.
That is it for today.
Anybody have any ideas why MSTI would have climbed $.25 today? The volume was only 9K, so I suppose someone could have afforded to overpay for a small number of shares, but I am not sure why you would unless you really wanted into the stock - or had a short to cover.
I think the last round of financing had warrants at $4.17, and I believe that was the same number used for previous funding. Until the pps gets above that, we are relatively safe from dilution I believe. There are warrants issue to the BOD and key employees for lower pps, but that hopefully will not turn into excess supply on the market.
Although I have urged the ability to remove certain posters, I agree that this forum has been policed well. That, in combination with my ability to use ignore, leads me to agree with Pops.
What the hell was the 15 cent drop all about this afternoon???
ala Dennis Miller. wsup Heroshi.
I would agree that we will need to continue getting updates to keep the stock price rising into the next quarter release. I really hope that today's general PR indicating federal deals getting good traction is evidenced by consistent PRs detailing this. Even if they don't provide numbers with each one, at least we will know that airport and EDS installs are happening. I would hate to see the PPS be allowed to drift back down, just to have a run up when the next 10Q comes out. Hopefully we will rise to the lows $2s by late October so that the boost from a good 3rd qtr could push us close to $3. If we can get back to the low $3s and hold that through the end of the year, and TKO gets to positive cash flow run rate by the end of the year, I think a move into the $4s will be warranted. Maybe NASDAQ by next summer???
yes - new as of July 24th. This was announced, or at least filed at the time.
I see they got the $3.6 million for the qtr. Good step as long as we have 6-7 million come through next qtr.
here here!!
Haven't seen too many comments on this, but I like the move of making the Ethostream guy the COO. GLL had mentioned that the new gal would be the COO, but, as with anyone new to the organization, it is going to take a little time to get up to speed. She does seem to have the right experience. Jason should be able to keep Ethostream and SSI humming along without disruption, and can hopefully add some consistency to the mix as all the products are being sold together.
Given the move today, I think there is good news being whispered somewhere regarding earnings. I don't think a move like this on a day like this would be warranted just by these two positions being filled. Either way, I like it. Maybe we will get a 50% up day soon to get back to a respectable level.
EMarshall - RBT does make some good points now and then, but the majority of his posts are responses to the moronic MLK. I am going to use the second of my three free iggies for RBT just so I don't have to see all his repeated responses.
RBT - you are the one keeping MLK around, so you can have him all to yourself. Good luck to you.
I think it was in the December SH meeting that Ron indicated the Intellon 200 chip was not up to the standards they expected. I wonder if the chip has been reworked, or if TKO has chips coming from someone else now. Hopefully they are working through the inventory they had built up. I think that was one of the prerequisites for moving full bore into the 200.
I don't know that the FIPS process will start on the new chip right away. Ron has said that the current chips will be sufficient for the existing FIPS business, so maybe they will wait until the gov't will pony up for the FIPS costs on a new certification.
Apparently some changes over the weekend to the board. I don't have a Post New Message button, and can't hide the board info and RP pic.
Anyway, anyone think the numbers will be pushed out early due to the anticipated increased revenue?
The one I have does not have the "$10,000 to $25,000 or whatever". More just a promo on the company, but definately a stock promotion piece from Segue Ventures.
I received the MST flyer today also, so I would assume that TKO gave the PR firm an address list. The flyer is well put together, although I have received plenty of these before that are never read. Not sure what impact it will have on the demand for the stock.
I assume also that the MN1 interview, several PRs this week, and the flyer are all part of a coordinated push to publicize the company. I assume they are specifically not mentioning TKO because the first thing people would do is look at TKO's performance.
I would agree that the product is competition for TKO in that they seem to have a similar product to SSI, however, that product by itself would not appear to compete well with a system that is networked through an IP capable backbone.
This is really an example of how TKO has put together a complete solution through SSI and Ethostream. They have all the hardware, software, and services to install and manage this gear for the hotels and other commercial residents; many of which don't want to bother with the technical stuff anyway.
I haven't looked at this company at all, so I admit I am not aware of any other services they provide...
Just for sh*ts and giggles, I went back to the 2nd qtr statements from last year, released on 8/9/06. There was revenue of $1.152M for second quarter, and $3.096M for the six months ended 6/30/06. There for, even at the $3-4 million that was forecast in the CC, we will be looking at 300% growth. I understand that 300% growth of a small amount is still a small amount, but this is the stuff that can at least draw attention from more investors. It may set up for a good story on how TKO has matured to the point of executing on some of the business that has been in development over the past two years.
Regardless of what you think it will do the the surprise factor, if TKO can get close to $5 million in the second quarter, that will have to at least start to spark some interest by people who have been watching. $3-4M is what was put out publically, so that is the bogie. Obviously, the true colors will not be shown by one good quarter, but it should keep the ones who are in already around for a while longer.
I don't recall last year's total revenue, but I am guessing a $4+ quarter will be close to half of it. Year over year comparison for 2nd quarter will be strong. As always, it will then turn to follow through with 3rd qtr.
could be... although, even if MST is bought out, I think TKO gear is still the best, only bet for them to successfully deploy their signal through a MDU.
I didn't necessarily hear anything indicating or implying a potential sale, but that might be the case. If they can get a few large subscriber bases put in place to develop revenue, I think that would help with the interest from potential buyers. If the technology is really good, the big boys might be interested from the standpoint of instant access to a new market.
LA - as far as MN1.com being bad, I don't think merely doing an interview will send the stock down, but probably more related to what the people say. I think a lot of the penny stock companies are run by people who are not real polished, so a stock turning down might be due to the message, and not the conduit through which it is delivered. I thought Frank sounded intelligent and confident.
what would be the bad thing about them being sold off for cash? I am guessing the TKO stake would be a pretty significant cash infusion. I know, I know, RP and others would also make out well base on owning a fair % of the company. But regardless, TKOs stake would be far more than what they were getting out of it otherwise before the spinoff.
I am misreading your post?
Listened to Frank's interview on MN1.com. They didn't even mention TKO throughout the interview, which is OK I guess. Frank mentioned that proof would be in the pudding when the numbers come out regarding their growth. Hopefully we will see some positive sales. Although it would be nice if TKO owned 100% of MSTI, I still think it will be positive for TKO when MSTI does well.
He also mentioned the convergence of TV and internet, and that they want their service to be repeated in other markets. The thought of essentially franchising the company in other cities is enticing, so hopefully that will come to pass. If they can get to the point that people can have ale carte (?) cable programming, thereby paying for the channels they want, that would be a hell of a product.
Also seems odd that the MST PRs are not being also released under the TKO symbol. It seems that most of the announcements for any related parties in the past have shown up under TKO also.
On the Yahoo page for MSTI there are three PRs out on MST today. Frank is on an internet interview at 1:15 Central time. Hopefully they are running up to an announcement regarding the aquisition that is supposed to be coming. The announcement this morning that MST is a certified provider of telecom services will hopefully lead to another revenue stream that can be added at little or no additional cost.
Might be interesting to watch the interview to see what Frank is up to...
Hopefully we will start to see some news next week. MST might be about ready to announce the aquisition that Ron eluded to in the CC, and hopefully TKO will have some news to release as RP starts his road show.
Short session today due to the holiday. Trading stopped at 1.
So when MLK reads this, does the thing say Michelob from Yahoo?? ha ha
I agree that it will be end of QTR 3 before we know what direction we are headed. It will actually probably be beyond that because we won't know how QTR 3 goes until the Q is out in Nov.
I agree with your assessment that they need sales, and I think the alliances and aquisitions that have materialized this year have teed TKO up. Now it is about execution.
I am not sure why you are worried about this, and why you say that MST is no longer in the fold. Listen to the conference call again, as Ron made it clear that nothing has really changed operationally. MSTI is more than 50% owned by TKO - they are "in the fold" and I am sure will collaborate with TKO on deals, but trade as a separate organization for stock purposes.
I am sorry that GLL is out of the stock, and hope that selling the position did not happen at the bottom. Given the amount of shares GLL claimed to own, that could have been causing the downward pressure during the last few trading sessions. Either way, GLL provided solid DD to the board, and hopefully will be back soon. That would indicate that we are looking at a better PPS, so I will be more than happy to see the return.
There are others on the same list from 2006 as non-compliant. I am guessing the AMEX is not in the business of delisting it's customers until they are absolutely forced to do it. I don't see TKO getting delisted.
I think the comment regarding the $10MM is probably what they have in their sales pipeline. It is good to know there are more deals working, and based on what we heard, I think they will have business in queue for a while. Anyone who works with sales guys will tell you though that the pipeline a sales guy thinks is worth $10MM usually works out to be half of that.
Like I said earlier, I hope that RP was smart enough to underpromise in the call yesterday so that he can overdeliver to the street this year. That would help his credibility more than inflating expectations at this point.
The ignore function here works much better than on Yahoo. I don't have to read the idiotic posts. The only problem is all the replies that these idiotic messages draw from people.
Anyone listen to Dennis Miller's new radio show? He has started to promote a "shun" list for people we just can't do anything about but want out of our lives. One guy in DC is suing for $50 million because a dry cleaners lost his pants. Ignore is a good way to shun people here, and maybe when no one responds, they will disappear for good.