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Re: uksausage post# 74530

Thursday, 05/24/2018 9:20:33 AM

Thursday, May 24, 2018 9:20:33 AM

Post# of 85909
Possible, I envision a different scenario.

I am concerned that ICLD's numbers improved so much after divesting of ADEX and AWS, meaning they were the worst performing units in ICLD. But that is probably why Ponder was able to get them for so little and if he turns it around the pay back will be huge for all shareholders.



They ICLD improved because they concentrated on the side of there business that they knew how to run.

Similar now with SGSI, dropping something that current management knew nothing about MEA and now concentrating on business within there expertise.

Ponder from Time Warner days (installation, upgrading,constant changes in tech) knows the service end of the telecom business (AWS), and supervising over 1000 employees gives him the expertise to oversee the employee side (ADEX).
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The risk of every company, if they sell their products or service at losses. So companies have shown they can lose money for 20 years and still remain viable.

it could bankrupt them if they cannot make money on a service business model..



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Give him time, remember this company is ONE year old, not 20, there will be growing pains such as acquisition cost.


Ponder is that he only talks revenues not margins and controls



I think it goes with out saying that during his time at TW he had very tight reigns on margin and controls.

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I believe that have talked about their patent pending unique surveying UAV system.

No talk of developing any product or even unique sales proposition so they could premium price their services.



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He has publicly stated he has two more acquisitions plan and has told shareholders the time frame in which they will be occurring.
Which suggests to me those negotiations are a done deal already and a set plan is in place. JMHO.

Ponder was able to get them for so little and if he turns it around the pay back will be huge for all shareholders.



Also technology never stands still they will always be work for those companies that upgrade communication systems.