Telit Communications Share Discussion Threads

[owenski] 29/5/2016 10:36

Worth a watch IMO, although it's from 2011, it gives the background to the Motorola M2M acquisition. Of interest it affords some insight into Telit's mindset and business strategy.



Below is a follow up interview from 2015 on the M2M acquisition plus ATOP and an overview of how the company has developed. Worth a look as it gives some confidence as to how shrewd and business smart these guys are.



Following on is a video of the capable Michael Euland's interview on The Telit One Stop One Shop concept - a crucial component of the Telit strategy - something the competition in my understanding do not possess.



Finally, a presentation from the 'business smart' Fred Yentz - I think these video's give a pretty good comprehensive introduction to Telit and give insight on business strategy plus inspire investor confidence as to where TCM is heading in this high growth market.



Hope it's of use :-)

[owenski] 29/5/2016 10:17

This is a pretty good discussion of the most recent results.

Note that the US slowdown due to technology shift is looking to resume growth this year as the Cat1 LTE module was certified in May and modules are already shifting - is mentioned in video as well.

[ghaon] 27/5/2016 19:39

Agree with you BernieBoy. I bought more around the £2 mark and am happy to see the tech be taken up over the next few years.

[bernieboy] 27/5/2016 16:34

Think that now is a good time to buy back in to Telit. Next few years will be tremendous. Quality company with quality products in the field to be in - IoT. What's not to like!

[dogwalker] 27/5/2016 12:04

Timely tip as BUY in today's IC. 'They trade at just 13 times forecast earnings, which doesn't reflect the group's continued progress'. That was when the price was £2 so the p/e's obviously that bit higher today, but even so the message remains,imo.

[owenski] 27/5/2016 10:39

Janeann, thanks for posting the USR article.

[eagle eye] 27/5/2016 08:15

Looks like this week's Capital Markets Day has earned Telit a few friends.

[muffster] 27/5/2016 08:12

Got in at 2.33 Last night's deal cancelledPlaced new one this morning after much hassle on the phone.

[dogwalker] 27/5/2016 07:27

It's very good news anyway, showing progress etc. Amongst a lot of exciting developments coming from this company these days it maybe doesn't need an rns, even though it definitely warrants the closing of any shorts!

[janeann] 26/5/2016 22:18

well hopefully there will be an rns tomorrow - if not perhaps the collaboration doesn't materially affect earnings?

[dogwalker] 26/5/2016 21:27

Referring to the news, does 'collaborating' with USRobotics necessarily mean being paid by them?
Also, why no RNS?

[bazildonbond] 26/5/2016 20:29

Just before close it was 230p bid 220p ask, there's definitely a shortage, when was the last time you saw bid higher and such a huge spread!!!

[dogwalker] 26/5/2016 19:54

Thanks.Tomorrow might be quite interesting too.

[muffster] 26/5/2016 17:45

Will do, indicative was £2.20. Just checked and order pending

[muffster] 26/5/2016 17:26

Interesting, my last buy at 16:24 didn't get filled. Went into auction and still pending

[dogwalker] 26/5/2016 17:24

Thanks janeann.

[chickenrun1] 26/5/2016 17:19

A big rally on the way.

Ozzi has set these up for much better things this year and about to play out.

[beergut] 26/5/2016 17:16

Isn't this how the TERMINATOR started!!!

[janeann] 26/5/2016 17:07

14.30 UK time .....

Telit deviceWISE Asset Gateway Embedded on USRobotics M2M Gateway Simplifies Development of IoT Solutions


USR3510 Courier M2M 3G Cellular Gateway with deviceWISE edge-intelligence added to deviceWISE Ready program


May 26, 2016 09:30 AM Eastern Daylight Time


LONDON--(BUSINESS WIRE)--Telit, a global enabler of the Internet of Things (IoT), today announced it has collaborated with USRobotics®, a division of UNICOM® Global, on integrating its deviceWISE Asset Gateway software on the USR3510 Courier® M2M 3G Cellular Gateway. The USR3510 has been added to the deviceWISE Ready program as a certified gateway – assuring quick and seamless onboarding to the Telit IoT Portal, powered by deviceWISE, for the development of end-to-end M2M/IoT solutions across different markets and industries.

The cost-effective Courier® M2M 3G Cellular Gateway with embedded Ethernet, Serial, and GPS is certified for all major GSM/HSPA+ and CDMA/EVDO 3G cellular networks for LAN to WWAN routing. The embedded serial port allows quick implementation for a wide variety of serial based systems already out in the field making it ideal for M2M Serial applications including remote maintenance and control, Point of Sale, monitoring, and automation. The cloud based GUI allows fast and easy carrier changes, loading of custom configurations, and remote device management. Advanced features include persistent connectivity, an automatic provisioning system, and an open architecture for easy customization.

“USRobotics is a valued ecosystem partner of Telit and we are excited that the USR3150 Cellular Gateway is now fully deviceWISE Ready certified,“ said Fred Yentz, CEO of Telit IoT Platforms. “Our comprehensive certification process assures the Gateway has been engineered and tested for simple, quick, and reliable integration with our IoT Portal and is fully supported and endorsed by Telit for use across the most demanding markets.”

The deviceWISE Asset Gateway software includes a large library of native device drivers and industrial protocols, making it highly applicable for Industrial IoT deployments. Embedded robust edge intelligence logic lets developers configure alarms and events, do conditional monitoring, make automatic decisions and take actions. Processed information from the sensor nodes is published through the Cloud-based Telit IoT Portal, powered by deviceWISE, for seamless integration with enterprise business systems and mobile and web-based apps and dashboards.

The Telit IoT Portal makes it easy to connect your “things” to your “apps” –reducing risk, time-to-market, complexity and cost of deploying solutions for monitoring and control, industrial automation, asset tracking and field service operations across all industries and market segments around the world. The Telit IoT Portal offers extensive developer resources and support and a free trial can be accessed on www.telit.com/trydevicewise

[muffster] 26/5/2016 16:08

Level 2 showing huge volume now. Short squeeze on

[muffster] 26/5/2016 15:57

Link up with us robotics, see news thread on here, early morning

[paleje] 26/5/2016 15:57

At long last if that's the case, when Ennismore and Old Mutual give up on their shorts that should give it a further push.

[someuwin] 26/5/2016 15:52

Bought more today.