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John Kent

06/29/17 10:14 AM

#4073 RE: valueinvestorconso #4069

HUGE AIRFORCE CONTRACT AWARDED AFTER MARKET CLOSE YESTERDAY
http://www.otcmarkets.com/stock/TMPS/news/Tempus-Applied-Solutions-Awarded-USAF-Contract?id=163299&b=y


TMPS is a growing defense contracting company Headquartered in Williamsburg, Virginia. Tempus provides turnkey and customized design, engineering, modification and integration services, and operations solutions that support aircraft critical mission requirements for various international customers including the United States Department of Defense, other U.S. government agencies, foreign governments, and heads of state. Tempus designs and implements special-mission aircraft modifications related to intelligence; surveillance and reconnaissance systems; new generation command, control and communications systems; and VIP interior components. Tempus also provides ongoing operational support, including flight crews, maintenance, and other services to its customers.

TMPS has gone under the radar and undiscovered the past 2 years and that came to an end in the past 2 trading days with over 300% in gains. I will breakdown the reason for this strong move and why TMPS could ultimately make a strong move to the $3-5 range within the next 4 weeks which will present an opportunity for massive gains given the closing price of 14 cents as of 6/17/2017.

TMPS Authorized Share limit is 100,000,000, Outstanding Shares are 11,064,664, and an amazing float under 500,000 shares which is an outstanding structure for a company of this magnitude given their projected annual revenue of $18 million and massive contracts on their books worth more than $100 million. In the past 16 months going back to 1/19/2016, TMPS has traded as high as $2.94 a share and during this period there has been zero shares diluted yet the share price dropped to a 52 week low of .03 on June 15th, 2017 on less than a volume of 950,000 in a 16 month period. It is simply amazing how the market totally missed and ignored the amazing fundamentals here which we will break down below.

Last month there were a bunch of critical filings which were monumental and earth shattering but very few bothered to read and research the details. On May 8th 2017, Jonah Eliasch purchased a 10% senior note giving him access to 77,500,000 common shares at a fixed price of $0.08. Then on May 16th, 2017, Jonah Eliasch purchased 2,032,944 common shares at a price of $0.13 which was a huge $264,282 buy. As of May 16th, 2017, Jonah Eliasch now owns 79,532,944 common shares representing an 89.8% ownership of TMPS through his holding company Santiago Business Co. International Ltd. This represents well more than a $6.5 milliion dollar investment in TMPS by Jonah Eliasch and is now officially listed as a co-owner of TMPS per his bio at bloomberg: https://www.bloomberg.com/research/stocks/private/person.asp?personId=1669866&privcapId=281088417

Who is Jonah Eliasch: Johan Eliasch, is a Swedish billionaire businessman, and the chairman and chief executive officer (CEO) of Head N.V.,the global sporting goods group, and the former Special Representative of the Prime Minister of the United Kingdom. He is on the board of directors of Equity Partners, Aman Resorts, London Films, the Foundation for Renewable Energy and Environment, Longleat and Acasta Enterprises. He is an advisory board member of Brasilinvest, Societe du Louvre, Stockholm Resilience Centre, Capstar, Centre for Social Justice and the British Olympic Association. He is a member of the Mayors of Jerusalem and Rome's International Business Advisory Councils. He is the first president of the Global Strategy Forum, a trustee of Cool Earth and a patron of Stockholm University.

Since Johan Eliasch, the Swedish billionaire businessman took over TMPS one of his very first moves was installing a new CFO Johan Aksel Bergendorff. Mr Bergendorff who started his career with Ernst & Young before he joined PricewaterhouseCoopers (“PwC”), where he spent four years in Copenhagen, Denmark, before relocating to London in 2010. In 2014, Mr Bergendorff left PwC to join an international Corporate Finance boutique, as senior M&A advisor. Mr Bergendorff works as a full time consultant for Jet Support Services Ltd, an affiliate of Santiago Business Co. International Ltd., and other companies directly or indirectly controlled by the persons who may be deemed to be the Company’s principal beneficial owners (Swedish Billionaire Johan Eliasch). The new CFO specializes in Mergers & Acquisition which is a hint of the direction our billionaire owner intends to take TPMS and from his bio has ties to the billionaire's owners other firms.

Now this brings us to question many will be asking why would a billionaire invest in TMPS? This answer is simple if one considers a few important details. TMPS is an established small to midsize DOD company in a very lucrative but difficult sector to get into. In this sector once a company like TMPS is established they go one of two ways: They acquire other smaller companies to expand their footprint or the get bought out by one of the big 3 which are Boeing, Lockheed Martin, and Northrop Grumman who often pay anywhere from $300 million to $1 billion for companies of this size. There is well over $100million of contracts on the books here and this is trading at an absurd low cap of $600k.

The next logcial question is why do I think TMPS can attain such high level of valuation? That answer lies in the amazing progress made last year which majority of investors missed but are now noticing. In 2016, TMPS was awarded 5 major DOD contracts worth more than $100 million over the next 5 years which is essentially a guaranteed revenue stream. We are already seeing that progress as their quarterly revenues for the period ending March 31st, 2017 increased by $600k over the previous year to $4.38 million while cost of revenue remained the same and net loss decreased by $1,595,506 from $1,863,857 to $268,253 over the same period which is a remarkable improvement.


See who own 27.2% here and new CFO has his signature on things?

Peter A. Cohen is the former Chairman and Chief Executive Officer of Shearson Lehman Brothers, later known as Shearson Lehman Hutton from 1983 through 1990.[1][2] Today, Cohen serves as Chairman and CEO of Cowen Inc., formerly known as Cowen & Company.[3]]

Peter A. Cohen has a 27.2% ownership in TMPS

https://en.wikipedia.org/wiki/Peter_A._Cohen

http://www.otcmarkets.com/financialReportViewer?symbol=TMPS&id=174728

Website showing instituional ownerhsip


https://fintel.io/so/us/tmps

Who are these people:

Per bloomberg Kendall Family Investment llc is a private firm and is owned and controlled by Louis Moore Bacon

Company Profile
Sector: Financials
Industry: Asset Management
Sub-Industry: Investment Companies
Kendall Family Investments, LLC operates as an investment firm.

Who is Louis M Bacon? Louis Moore Bacon (born July 25, 1956) is an American investor, hedge fund manager, and philanthropist.

Forbes Magazine estimates his net worth to be US$1.81 billion, making him the 374th richest person on the Forbes 400 as of February 2017.

So a hedge fund billionaire recently bought a position in TMPS what am I missing here?

This ticker is an absolute steal right now. Folks read the damn filings.

AQR Capital Management, LLC which serves as the investment manager to the AQR Diversified Arbitrage Fund, an open-end registered investment company took a 6% position in TMPS in February 2017.

Here is info on AQR Diversified Arbitrage Fund straigh from their website.

Investment Objective
Seeks long-term absolute (positive) returns. Fund closed to new investors.

Arbitrage strategies seek to exploit mispricings in markets. They do this by looking for two related assets that are trading at different prices, then buy the cheaper one and "short" — that is, borrow and sell — the more expensive one. The difference between the prices is the expected profit of the trade. AQR's Diversified Arbitrage Fund invests in three primary arbitrage strategies:

Merger Arbitrage — consists of buying shares of the target company in a proposed merger, and hedging the exposure to the acquirer by shorting the stock of the acquiring company

Event-Driven Investments — involves various corporate actions where very similar assets begin to trade at different prices (e.g., the different share classes of a public company's stock)

Over time, we seek to balance the Fund's exposure equally among the three while maintaining the ability to make tactical tilts based on each strategy's conditional attractiveness.

AQR Diversified Arbitrage has over $490 mill in assets under their control

Eliasch Johan here is his bio:

Johan Eliasch (born February 1962), is a Swedish billionaire businessman, and the chairman and chief executive officer (CEO) of Head N.V.,[2] the global sporting goods group, and the former Special Representative of the Prime Minister of the United Kingdom.



TMPS contracts awarded in 2016/2017 are as follows:

Tempus Applied Solutions Awarded $1.2 Million Dollar Contract United States Air Force Contract
Tempus Applied Solutions Awarded $24.4 Million Dollar Contract To Provide USNORTHCOM With ISR Aerial Platform Support
Tempus Applied Solutions Awarded $45 Million Dollar Contract With U.S. Navy to provide airborne and land-based training support to various U.S. Navy combat units
Tempus Applied Solutions Awarded $25 Million Dollar US Navy Electronic Warfare Contract
Tempus Applied Solutions Awarded $5 Million Dollar Contract With NASA's Jet Propulsion Laboratory
Tempus Applied Solutions Awarded $5 Million Dollar U.S. Africa Command Contract

This is what makes TMPS unique among penny stocks because they have gone way beyond the development stage which majority of companies are stuck in and TMPS has gone a step further by successfully gaining further penetration into a very lucrative defense sector which is seeing a boost in funding based on the recent budget projections from the U.S government.

TMPS is also global in that they are not solely relying on the U.S defense sector but have also positioned themselves and are making inroads with foreign governments and with heads of states around the globe. TMPS will be leveraging their co owner Johan Eliasch, the Swedish billionaire businessman's vast network of connections given his previous role as former Special Representative of the Prime Minister of the United Kingdom.

Many were fortunate to buy in this past week and many more will be looking to take advantage of this once in a lifetime opportunity at essentially ground floor prices given the massive $6.5 million dollar investment in TMPS that Johan Eliasch, the Swedish billionaire businessman made at current market prices and has already signaled his intentions with the installation of a new CEO.


Sources:
https://en.wikipedia.org/wiki/Johan_Eliasch
http://www.otcmarkets.com/stock/TMPS/news/Tempus-Applied-Solutions-Awarded-USAF-Contract?id=163299&b=y

https://www.otcmarkets.com/stock/TMPS/news/Tempus-Applied-Solutions-Awarded-24-4-Million-Dollar-Contract-To-Provide-USNORTHCOM-With-ISR-Aerial-Platform-Support?id=141959&b=y

https://www.otcmarkets.com/stock/TMPS/news/Tempus-Applied-Solutions-Awarded-Contract-With-U-S--Navy?id=138860&b=y

https://www.otcmarkets.com/stock/TMPS/news/Tempus-Applied-Solutions-Awarded-US-Navy-Electronic-Warfare-Contract?id=133615&b=y

https://www.otcmarkets.com/stock/TMPS/news/Tempus-Applied-Solutions-Awarded-Contract-With-NASA-s-Jet-Propulsion-Laboratory?id=128789&b=y

https://www.otcmarkets.com/stock/TMPS/news/Tempus-Applied-Solutions-Awarded-U-S--Africa-Command-Contract?id=128593&b=y

https://www.bloomberg.com/research/stocks/private/person.asp?personId=1669866&privcapId=281088417

LoserTrying2Win

06/29/17 10:15 AM

#4075 RE: valueinvestorconso #4069