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Global Telecom & Technology, Inc. Message Board

friendofthetrend 339 posts  |  Last Activity: 3 hours ago Member since: Jan 5, 2001
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  • Reply to

    "We'll get highway bill done"

    by friendofthetrend Sep 29, 2015 1:09 PM
    friendofthetrend friendofthetrend 3 hours ago Flag

    9-29-2015 Wall St Journal- some indications are, the Bill will pass--- "shortly".

    Google:Lawmakers Under New Pressure to Find Way to Pay for Highway Programs

  • Reply to

    Bear Raid

    by target3 Oct 2, 2015 10:48 AM
    friendofthetrend friendofthetrend Oct 2, 2015 11:10 AM Flag

    Looking to add...

  • Reply to

    The real friendofthetrend

    by friendofthetrend Sep 15, 2015 1:26 PM
    friendofthetrend friendofthetrend Oct 1, 2015 11:06 AM Flag

    Good luck. Right now I Have dysl aris and - for me- an insane amount of iti... among others.

  • friendofthetrend by friendofthetrend Sep 30, 2015 4:24 PM Flag

    There's a saying."the longer the base the higher the space". Not all breakouts are created equal. This is not a breakout from last week or even last years high. It's been basing much longer. 3 years, really.

  • Reply to

    "We'll get highway bill done"

    by friendofthetrend Sep 29, 2015 1:09 PM
    friendofthetrend friendofthetrend Sep 29, 2015 6:19 PM Flag

    SEP 29, 2015 2:06pm ET
    House Majority Leader and top candidate to replace Rep. John Boehner, R-Ohio as House Speaker, says he’s confident Congress will pass a multiyear highway bill in October

  • friendofthetrend by friendofthetrend Sep 29, 2015 1:09 PM Flag

    House Majority Leader Kevin McCarthy (R-Calif.), who is looking to succeed outgoing Speaker John Boehner (R-Ohio), is vowing to pass a six-year extension of federal transportation.

    "Well, fundamental, I’m going to change as Speaker. We’re going to make sure we get the highway bill done," said McCarthy on MSNBC's "Morning Joe" on Tuesday, when asked how he would differ from the departing Boehner

  • Carl Ichan says the tax a good idea. He's a heavyweight and he's becoming a DC activist, so this can't be bad. This is a subject he knows about and something to watch.


    The proposal would tax the estimated $2 trillion in in overseas accounts but at a much lower rate than the current 35% levy.

    The tax prevent an exodus of companies leaving USA entirely, according to Ichan.

    The tax would generate tens of billions of dollars for the federal Highway Trust Fund

    Source: Today's Video front page Yahoo Finance 13min in.

  • Reply to


    by friendofthetrend Sep 18, 2015 7:47 PM
    friendofthetrend friendofthetrend Sep 28, 2015 10:42 PM Flag

    False breakout but still looking really good relative to major indexes

  • friendofthetrend friendofthetrend Sep 28, 2015 10:31 PM Flag

    I could care less about their posts. I'm crunching the numbers.

    * new CLYC rev about $.2M a Q is coming
    *$.25M a Q from last deal is coming
    *an extra $100K from increased Contract Research is coming
    * add in historical growth of non contract segments.

    I'm looking at $11.4 Quarterly revs run rate --top line coming -- not this Q but the next one. That's when this last deal will kick in fully.$11.4M vs. $10.2 last ER.

    I'm adding zero for new DichroTec deals. I'm getting $3 a share based on 15X EBITDA. But I'll give it 90% chance that the pipeline of RFP deals will build in a hefty cushion. The Dichro deal costs will be done with and I haven't added that to the numbers which will go directly to EBITDA.

    When they get financing for Xcede it will possibly save them more $ and that goes directly to EBITDA and ultimately PPS.

    Also they are coming to scale and can cut costs on volume discounts. Also they just spent $.75M in order to handle the recent contract but that's a one timer.

    IMO, it's mathematically impossible for this not to trade over$3 a share just based on these numbers.

    So I'll go over this for myself a little more tomorrow.

  • Reply to

    Saas valuation of ClearAg

    by friendofthetrend Sep 25, 2015 6:00 AM
    friendofthetrend friendofthetrend Sep 28, 2015 1:57 PM Flag

    So the 6 figure deals will be recurring and growing, I assume. But it's not enough to really move the needle, even for a small company like Iteris. There are more deals coming. They have always seemed to indicate a slow build.


    Informed longs know, R&D is going into ClearAg. Looking over the Income Statement, last 4Q's it appears they need to spend at least $6M a year for R&D.

    It appears they can afford only $5M and still be black on Operational Profits.

    So they need to add to top line-- about $2.5M or so and it will be solid black.

    They just signed a $5.8M deal and that will help. But I think there is a deal for next Gen 511 that will really tip them out of the red, (BTW---with their cash and strong balance sheet--- they can afford the little bit of red they are getting.)

    I'm also breaking the news that it appears to me that Iteris can bid on the Florida 511 next Gen 511 upgrade. If they do bid and they are successful, they could walk off with another large contract by around 2-2016. Iteris has an office in FL. I'd give them a 50% chance of walking away with a fat contract.

    If a Highway funding bill is passed, all bets are off. I believe this would provide a nice flight path to profit and higher PPS.

    The spend on ClearAg will tail off after a while. So any ROI at all from THAT investment would seal in higher prices per share. IMO.

    The fact that they are a bunch of Transportation Engineers with a few tech geeks and they just hired a CEO that is strong on SaaS, indicates to me they see the future for SaaS products. So add that to the mix with connected vehicle sea change and it's an interesting investment thesis.

    So check my numbers again. Thanks.

  • Reply to

    I just puked out 90% of my shares

    by friendofthetrend Sep 25, 2015 6:24 PM
    friendofthetrend friendofthetrend Sep 28, 2015 1:46 PM Flag

    Here's a tip. The Biotech correction has been so steep Liquor companies and Pharmaceuticals stand to benefit. Lol!!!

  • Reply to

    I just puked out 90% of my shares

    by friendofthetrend Sep 25, 2015 6:24 PM
    friendofthetrend friendofthetrend Sep 28, 2015 12:56 PM Flag

    Good move. Best of luck. I still have a smidgen.

    I made a little money but lost the big money I thought I could have made. Kills me but I probably needed a lesson.

    Rode GTT from Under $2.00 to $12. So it went to twice that. So EXACTLY WHAT IS the lesson?

    Just watch to see the ever changing relationship between price and fundamentals. It's not enough just to watch price, if I want winners like GTT. You'll be saying "it just doubled to $4, I better sell while I can." Then it goes to $25. What a dumb reason you must have had for selling: "it rose. That means it cannot rise"" No. It can rise. After you sell.

    Here's my lesson: Me, I'm not a quick term trader: So for me, it's not enough to watch fundamentals. If the stock goes up but it appears the next ER cannot justify such a rise---well therein lies my lesson.The relationship changed drastically. Momentum traders went crazy on it.

    I think that's what happened here. Remember Neels bought in but he bought in lower.

  • friendofthetrend by friendofthetrend Sep 27, 2015 5:48 PM Flag

    He will be instrumental in driving operating profit.

    Digital Signage Poised for Growth as Companies Embrace Business Benefits, IDC Says

    18 May 2015
    FRAMINGHAM, Mass., May 18, 2015 – Driven by more flexible, interactive content that helps organizations be more "cutting edge," digital signage will experience strong growth over the next two years. The transition from static, paper-based signage to digital content is developing quickly as companies understand the benefits of digital solutions as indicated by high satisfaction rates among users. New survey results from International Data Corporation (IDC) show nearly 82% of companies currently using digital signage are "very satisfied" with the technology.

    "The signage market is undergoing significant transformation," said Keith Kmetz, Vice President of IDC's Imaging, Printing and Document Solutions research. "Current digital signage implementations are producing significant value by enabling content that is changeable and interactive for its target audience. This new level of communication is an effective broadcast medium that will continue to increase in usage."

  • In last CC, CEO said they expect " operating expenses to decline in the second half of 2015."

    *They expect $4M in Revs just from last deal with a large telecom.
    *That deal is probably about to provide $.7M in Gross Profit per Q kicking in early in 2016.
    *Last Q they had ($2.36M) Operating Income.
    *So counting in the $.7M, that's down to ($1.66M) Operating Income.
    *Cut 10% off Operating Expenses (or $.9M) and the loss goes to $.76M.

    So they need to get another $1M or so to the top line. They say they have 80 customers ask for quotes to upgrade. There's a 3 month sales cycle to kick in.

    That should put a dent in the last $.7M+.

    Maybe profitable early to mid in 2016. A pretty amazing accomplishment it would be.

  • friendofthetrend friendofthetrend Sep 27, 2015 12:15 PM Flag

    After about five years researching the sector, a Swiss growth capital fund has made its first investment into agtech, selecting a rare, mature precision agriculture company from Austria called Pessl Instruments.
    Growth capital investment firm Mountain Cleantech made the investment out of the #$%$43 million ($48 million) sustainability-focused Mountain Cleantech Fund II. And the firm expects to make agriculture one of five key focus areas for Fund III when it launches next year, according to Juergen Habichler, managing partner at the firm.

    ?We have been following the trends for five years and had spoken to a lot of companies but didn?t really see any take up until the last two years,? he told AgFunderNews. ?Now the trends have come together ? private usage of smartphones and tablets has boomed and farmers are using these tools for their professional work.?

  • Reply to

    Saas valuation of ClearAg

    by friendofthetrend Sep 25, 2015 6:00 AM
    friendofthetrend friendofthetrend Sep 27, 2015 12:01 PM Flag

    Thank you. I stand corrected about that. So there's a long way to go yet.

  • friendofthetrend by friendofthetrend Sep 26, 2015 10:11 PM Flag

    $$ are going to States for specific next gen Tech

  • Reply to

    New CEO’s Background Impressive

    by briggstom22 Sep 25, 2015 2:29 PM
    friendofthetrend friendofthetrend Sep 26, 2015 3:38 PM Flag

    They are hiring an associate VP too

    This position, based in our Sterling, VA office, will be responsible for marketing state and local transportation agencies for ITS/transportation projects. This position will also be responsible for managing multi-million dollar transportation projects for various transportation agencies

    Qualifications Required -- B.S./B.A. Degree in Civil, Electrical or Transportation Engineering/Planning
    -- At least 15 years direct experience in traffic operations/ITS Project Management
    -- At least 10 years’ experience in ITS marketing and business development efforts, particularly in the Northeast region of the US
    -- At least 10 years experience in ITS planning, design or implementation

  • friendofthetrend by friendofthetrend Sep 26, 2015 3:17 PM Flag

    fueling speculation about cramming through highway bill...

  • friendofthetrend by friendofthetrend Sep 26, 2015 8:04 AM Flag

    Google D 20 driverless trans stock index. Good place to be of late and ITI has been outperforming them all.