southernstar
24 Feb 2015
Re: Kabouter Management Sounds OK to me too ! Mind you Telit had such a great year last year; am surprised that it has remained "undiscovered"
share 123 maiden
24 Feb 2015
Re: Kabouter Management According to their web site:"Kabouter Management invests in non-US smaller cap companies on behalf of family offices and institutions. We were founded in 2003 and have been a registered investment adviser with the United States Securities and Exchange Commission since 2010. Our main office is in Chicago with a satellite office in San Francisco."and"Our Investment ApproachKabouter’s investment approach is premised on the belief that great changes often create great opportunities. Specifically, we believe that technological and political changes underway today are likely to continue to drive growth in many parts of the global economy, and that one of the best ways to participate in that growth is to invest in selected international small cap equities. Due to structural market inefficiencies, many of these stocks are often available at attractive prices. Our strategy is to invest in undiscovered companies in long term growth industries overseas and hold them until they become discovered by large institutional investors. Our goal is to benefit from both the earnings growth and from a re-assessment of the stock’s value – an effect that occurs once those large institutional investors buy in. In addition, Kabouter sometimes engages in various forms of friendly shareholder activism intended to help the companies we invest in become more attractive to institutional investors sooner than they otherwise would."Sounds ok to me.
southernstar
24 Feb 2015
Kabouter Management Their holding now exceeds 3% [3.16%]. Who are they ?
JamToday
27 Jan 2015
Last bit from Shares: We see this as a blip as this relatively small company establishes itself in an emerging, and potentially vast, market.
JamToday
27 Jan 2015
See shares mag article: Last week’s (13 Jan) full-year trading update was a mixed bag, albeit, still showing impressive growth, but it did little for the share price, the stock falling around 7.5% on the day. That slide was down to a below expectations steer for full year 2014 revenues and, presumably earnings before interest, tax, depreciation and amortisation (EBITDA) too, although that much was not stated. The chief worry is that Telit could return to the bad old days of 2011 and 2012 when missing growth targets was an all too frequent feature. We don’t believe that will be the case, but management could do with steering analysts along more cautious growth lines perhaps in future, there’s much to be said for under-promising and over-delivering.  The machine-to-machine (m2m) technology modules maker revealed 2014 revenues will come in at $294 million, versus a consensus of roughly $306 million. Assuming a similar miss on the EBITDA level implies $34.5 million rather than the $36 million anticipated by analyst at CanaccordGenuity. But that 4% sales miss should be put into the context of still impressive 21% growth, almost all of it organic, plus recurring subscription m2mAIR revenues that more than doubled to $210 million.
JamToday
27 Jan 2015
I think the slide is down to a slight miss in revenues in the update on 13th Jan Vs expectations
Prezza
13 Jan 2015
Re: Record year for Telit.... Well Ok but I would have likes to see the profit projections not just revenue. Strange little RNS Sp reaction muted.
tarpoon
13 Jan 2015
Record year for Telit.... [link]
II Editor
01 Dec 2014
NEW ARTICLE: Upgrade for Solid State may not be the last "LSE:SOLI:Solid State's share price is 20 times higher than it was five years ago. A knack for well-timed acquisitions and highly geared to economic recovery, the maker of hardwearing computers and electronic kit shows few signs of slowing down. ..."[link]
tarpoon
24 Nov 2014
telit... join forces with Google to accelerate growth of IoT:[link]
