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southacresdave

01/18/18 4:44 PM

#196 RE: worthylion #195

Worthylion....I noticed that the buying interest dried up a bit yesterday and today.

I will put this out there (it's from another message board that is private). Take it for what it is or is not worth. A shareholder who I respect met with them in Dec at the investor conference they were presenting at. He also spoke to IR in Dec too. What was relayed to him was that the company is working very closely with the U.S. Tier 1 companies. More than they think investors realize. AT&T is buying in small regular lots. They do expect a large order from them going forward. Same idea of a large order with T-mobile. Same with a South African company that they are close to getting (they would open an assembly area in country to reduce costs while maintaining margins). These orders are in the 500-1000 unit size. They just aren't sure on timing since they don't control it. The general feeling was Q1 for the latter two and Q2 for the former. Also, the military mule contract they are involved with moved to the second stage of testing. They expect Verizon back in volume too, but, as everything, they don't know about the timing. Timing is the real issue. They have a quality product, they have gotten the price point down, now can they get the paper signed?!?

I think things should turn out for investors. They need to show the ability to close on deals of significance. They need to show the international market is opening up. Even if the price dips, one pr could jump it over $6 in a heartbeat. Until we know something for sure it will probably languish for awhile. I'm hoping for some meaningful deal news before earnings comes out in early March.

If they could ever sell 1000 units/qtr we would all be giddy. In the scheme of the whole world, that's not many. Can they keep building the contacts necessary to get there in time (again, it's about timing!)