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The KEYW Holding Corporation Message Board

  • bigg_redd_rockett bigg_redd_rockett Apr 4, 2014 2:08 PM Flag

    Wow, this selloff is staggering. Total collapse. Down over 25% since CFO

    announced he would be leaving, and still collapsing.

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    • Just remember - Krobath isn't leaving on his own accord, despite what the press release says. The speed at which it all happened is the classic method that Moodispaw uses when he fires someone. Krobath was an outsider and there are only two people in the company that Len completely trusts. One is on his leadership team and the other is his secretary. Both are legacy Essex staff (not Windermere) and he does not trust anyone outside of those people. The rest of the team are people whose sole purpose is to tell Len what he wants to hear, not what he needs to hear. If Len decides that you are no longer to be trusted, then you are voted off the island - plain and simple. Krobath is a decent guy who likely got fed up and said the unthinkable - 'the Emperor has no clothes.' For those who are betting the farm on Hexis - just remember that Chris Fedde was the guy at the helm when all of the shenanigans at Safenet happened. Hexis and Hawkeye G are in a crowded market and they are about 10 years too late to the game. Acquisition is not an option for this group because the company is saddled with so much debt. It would have been nice to think that KEYW could have ridden the FEYE train upward, but that won't happen. Ask yourself this question - with all of the large contracts being let, why is it that a company the size of KEYW cannot win anything bigger than a couple million bucks? The answer is that at the end of the day, for a company like KEYW, it does not matter how good a particular product might be or if they have planes in the air. What matters is an ability to execute on large programs. KEYW does not have any large programs, nor do they have the ability to execute on them if they were to win. The company is not structured to execute on a program that would require standing up a sizable team. Their board is not connected enough to convince agency leadership to steer the contracts over toward KEYW, so they only thing they have is a group of small parts.

      Sentiment: Sell

    • Look at FEYE for collapse. The question is was it inflated before. FTNT holding stronger. The CFO news here and the FEYE implosion have contributed to this decline me thinks.

4.16+0.04(+0.97%)Feb 12 4:00 PMEST