Telit Communications Share Discussion Threads

[justfactual] 14/10/2016 13:43

Looks like a lot of increasingly desperate shorters here starting to panic. Have any of you actually met Oozi...? One of the hardest working CEOs and very principled. Take a good look at the business. It's very impressive and it's very real.

[bared_bones] 14/10/2016 09:27

I think you should both do some research on British failures on AIM who weren't cash generative in the last 15 years. Before showing your xenophobic side to all..

[cockerhoop] 14/10/2016 09:07

Over 50% of Israeli AIM stocks listed in the early 2000's subsequently de-listed leaving UK investors stranded - definitely higher than average risk.

[bared_bones] 14/10/2016 09:00

I really don't understand why being 'foreign' is an issue - do you have evidence to suggest this is a problem?

[arcadian] 14/10/2016 08:58

Do you think that somebody has looked at the books more closely than TW?

Richard Van Der Meer, Co-Head of International Countries, Europe - Commercial Banking, HSBC Bank plc, said:

"Telit is a leading player in the IoT market and we are pleased to partner with them. We look forward to a long-term relationship and supporting their exciting growth story."

Yael Weinstock Shemesh, Senior Vice President - Head of the Israeli Business Group of Bank Hapoalim B.M. (BHI USA), said:

"Telit's global IoT solutions are key to the future of the IoT industry. BHI USA is proud to build upon its existing business relationship with Telit and support the company with its future growth needs."

[cockerhoop] 14/10/2016 07:41

The accounts prove his cash flow point - they don't produce any!

[zipstuck] 14/10/2016 07:25

No doubt TW will say the additional banking facilities prove his cash generation point.

Borrowing to fund dividend policy?

[seans66] 13/10/2016 21:54

Yes great point about Walter Price.

[justfactual] 13/10/2016 19:18

Cracking post arcadian. Proper knowledge and insight. Seems ennismore and co struggling to close those shorts out and need a helping hand from that old rascal TW. 6% is a lot of stock to buy back. Will make a nice squeeze at some point.

[arcadian] 13/10/2016 11:20

Well my money is on Walter Price who knows a lot more about the frontiers of technology than TW.

Walter lives in California, has 40yrs experience and manages the Allianz Trust which last week raised its holding in Telit to c.5.8 million shares.

[seans66] 12/10/2016 22:39

JFYou are probably right but even a stuck clock is right twice a day.Growth tech stocks on aim have volitile SPs, which shorters take advantage of.

[justfactual] 12/10/2016 21:54

All complete BS. TW is in bed with Ennismore and PS. Oozi is very reputable and the next 3 years will see the story evolve. Telit has a unique position within the fast growing IoT market and will remain a key takeover target for the likes of Intel, Google, Cisco etc.

Ignore the short-artists. Quality company here.

[muffster] 12/10/2016 18:45

Hence potential to use aggressive accounting to inflate

[seans66] 12/10/2016 17:17

BollersInteresting story & could have parallels here. However the biggest shareholder is the CEO, so he has a big interest in maximising the share price rather just his salary.

[bollers] 12/10/2016 16:27

20 years ago I worked for a start up telecoms co. Cash flow was terrible and the directors got up to all sorts of shenanigans to keep the banks at bay. I left but eventually they were taken over by a large multinational for $1bn. The shareholders did very well indeed - high risk but good returns if it comes off.

[bulltradept] 12/10/2016 14:49

Tom's doing his best here..

[seans66] 12/10/2016 13:50

TW throws mud at loads of small stocks. Sometimes he is right, but often he is wrong. Covers so many stocks & often does little research. He is just jumping on the PS bandwagon. I think TCM will be acquired in the next 18 months.

[sphere25] 11/10/2016 15:06

I'm with the bears on this. I'll be shorting this dodgy stock once that uptrend is broken.

There is no cash generation here whatsoever. Question I am asking myself is whether they are making some of the numbers up - crooks at the top here?

Looks a wrong un.

BUYER BEWARE!

All imo

[timmy11] 11/10/2016 13:47

"Telit Communications Plc 860.9% Potential Upside Indicated by Berenberg"!

so why would berenberg give this upside

[timmy11] 11/10/2016 13:18

Telit Introduces New High-speed IoT Module for the Fixed Wireless LTE Broadband Market

11/10/2016 1:00pm
Business Wire

Telit Communications (LSE:TCM)
Intraday Stock Chart
Today : Tuesday 11 October 2016

Click Here for more Telit Communications Charts.
LE922A6 delivers Category 6, 300Mbps data rate in new LGA form factor family

Telit, a global enabler of the Internet of Things (IoT), today announced it is taking orders for the LE922A6, an LTE Category 6 (Cat 6) module series targeted at the growing market of fixed wireless LTE broadband applications. The module series is planned to evolve in lock step with worldwide carrier deployments of very-high speed LTE services starting now with Cat 6 at 300Mbps, going up to Cat 9 at 450Mbps and to Cat 12 at 600Mbps in the coming years.

With its 34x40/40x40mm LGA footprint, the new nested form factor is devised to address specific requirements of network router and gateway manufacturers. These manufacturers and integrators can explore opportunities for fixed LTE DSL either as alternative for fixed-line connectivity in rural and other areas lacking broadband infrastructure, or as back up, failover or enhancement to DSL connectivity with a hybrid solution combining xDSL IP streams with LTE. The series launches with two variants, banded for the European and Australian markets with additional variants for the American and other regional markets to be available in sync with carrier plans to deploy Cat 6 and higher and supporting services in their markets.

The term “fixed wireless” refers to the delivery of Internet services to permanent structures such as homes and businesses using wireless spectrum rather than fiber, cable or satellite technologies. It is a cost-effective way to extend Internet access to rural and suburban areas underserved by wireline infrastructure. Given the very high data rates and reliability delivered by LTE Cat 6-9-12, in addition to extension of primary internet service coverage, fixed wireless is also gaining strength as a backup or failover solution for primary wireline internet service in mission critical applications such as data centers, logistics depots, manufacturing sites and healthcare facilities.

“The LE922A6 is a significant introduction for Telit. It marks a number of ‘firsts’ for us: first module in the new xE922 form factor, first product for the fixed wireless router and gateway market segment and of course, first LTE Cat 6 module,” said Ronen Ben-Hamou, Telit Executive Vice President of Products and Solutions. “With aggressive plans by mobile network operators everywhere to deploy very high-speed LTE services, we should see very successful applications of this technology by traditional network appliance manufacturers and very creative use of the feature-rich LTE standard.”

[bazildonbond] 11/10/2016 10:34

If you can access the link's details possibly you can cut and paste.