Replies to post #565 on Telkonet Inc (TKOI)

[wplong89]

An MM I have never seen active before has put up two huge blocks, the first one got bought pretty quickly. To me it looks like one big seller whom I look forward to being gone.

[vera_lynn12]

Been a shareholder since the iBridge so I'm fairly confident in my take:

Gimme a break. Tell us, what "group" of people is the news not reaching? Is there a secret society of stock buyers that the news is by-passing? The news is released across the national financial wire system of MarketWired, which by the way, was just bought by NASADQ so stop with the conspiracy stuff. This has nothing to do with IR/PR, it has EVERYTHING to do with EXECUTION.

Here's the bottom line. Forget about the recurring revenue model, that's not going to get these guys anywhere. If they are going to create value, its the smart energy division, that's where its gonna happen, IF its gonna happen.

IMO, Kross doesn't believe in current management, and why should he? By the looks of the year-over-year performance, he's right. PRODUCT REVENUES WERE DOWN $68,000 from 2014...that is horrible and inexcusable for a tech/software company that has had their product on a growing market for 4 YEARS. They are not showing any ability to scale the business. These guys should be doing $40+ million at this point if the technology is that disruptive. They're operating in one of the hottest industries and sales are DOWN.

R&D expenses up only $300K? In contrast, SG&A expenses are UP $1 MILLION and they had less revenue??? Hmmmmm....something ain't right.

IMO, the smart thermostat is a non-starter in its current home. There's too much competition and Telkonet can't afford to lose money while it tries to compete in the brutal consumer marketplace for share (it will ultimately get crushed if left to its own devices).

These guys need to be sold to a company that can put them in a national distributor and dealer sales system. The hard part is determining value. No one really knows if this technology is best-in-class. By their revenue numbers, its doesn't appear to be so.

Here's what I think will happen, they will either do a reverse, simultaneously with an up-listing and capital raise (Cannacord?) OR they will sell the company, for what I think is an inflated, but fair value of $25-$30 million (which concedes that the technology is better off in someone else's hand). I just can't see how a higher buy-out price can be sanely justified at this point.

I'm not here to argue, just to state the facts that educated investors are already aware of.

Good luck.