Replies to post #94442 on Value Microcaps Motherboard

[gilead23]

TCCO was a great quarter

And I was also puzzled why the news didn't come out at a better time to get some exposure. Here is what is even more puzzling. The CEO excercised 10,000 out of the money options earlier this week. In other words he paid higher than market price for shares.

While that does show enormous confidence one has to wonder why they didn't have an incentive to get the PR out sooner. The man has put over a quarter million dollars of his own money into TCCO at prices between 5 and 6.60 in just the last week. Sure seems like a more market friendly time would have done him enormous good.

As it stands I still think they ought to do between .30 and .40 each of the next 2 quarters which makes it cheap in the 6's especially for a company selling tech equipment to governments.

[gilead23]

TCCO order/backlog levels

A couple further thoughts on orders and backlog. I went together and created a spreadsheet of their backlog and order levels over the last 6 quarters. Looking at the info below the company has averaged almost 2 million a quarter in new orders over the past year and a half. Order levels are lumpy but the general trend is positive. I am inclined to think we see around a 1.00 in EPS over the next 9 months even with very modest order levels.

 
 backlog in         backlog out    sales      orders 
 3700000            3200000        2300000    1800000 
 2500000            3700000        1700000    2900000 
 3000000            2500000        1100000    600000 
 40000              3000000        2000000    4960000 
 478000             40000          760000     322000 
 400000             478000         845000     923000 
 

[bigpike]

TCCO list of products--good points you bring up, I plan on calling to clarify. They are also hiring.

http://www.tccsecure.com/product-selector.html
http://www.tccsecure.com/about-TCC/careers/current-openings.html