peddlar
30 Aug 2017
Goldmansacs increase holdings An encouraging sign...
Ripley94
26 Aug 2017
Re: New RNS Shorts 13.12% last week.... this week 12.78 % ( 0.34% )
Ripley94
25 Aug 2017
Re: New RNS Looks like i might of got bottom up 10% today now 113p .Two RNS after hours yesterday Lazarus increasing Goldman decreasing think i noted.
Ripley94
24 Aug 2017
Re: New RNS 9/08/17, 13/08/17, 14/08/17.Topped up today @ 105p
fireball1
24 Aug 2017
Re: delayed approval of a new LTE chipse Looking at the past 3 years Telit has made a lot of progress with IOT contracts including Tesla. The delay in certification of the chipset is worrying and hopefully shall be soon forthcoming, and nothing much has changed since the drop and Catz departure. The fact that he reinvested into the company prior to his forced departure was encouraging, as he should have greater incite than the private investor. Of course he has done well out of Telit in the past.The timeframe in certificfication is the big question on cashflow - Does anyone have any info?
safarinorman
24 Aug 2017
Re: delayed approval of a new LTE chipse Hi fireball1do you think that is management saying they might ask shareholders for more money later because of delayed approval ?do shareholders think the management can ask shareholder for money when they look at the share graph ?
fireball1
24 Aug 2017
delayed approval of a new LTE chipse There were few problems during the six months to June but the primary one was the delayed approval of a new LTE chipset by a large supplier for the US market. Management still expects this chipset to gain carrier certification this year but did admit that any further delays would continue to negatively impact cash flow and profitability. Management still expects this chipset to gain carrier certification this year but did admit that any further delays would continue to negatively impact cash flow and profitability.
safarinorman
24 Aug 2017
Re: Trust Hi onceaweek, the thing that is surprising is the share price, it looks as if the MM are trying to make a gradual lowering of the share price instead of it falling off a cliff price, i wondered if they are trying to slip in large sell orders to try and get individual shareholders to take up these shares ?
sunshine boy
24 Aug 2017
Re: Trust Question is whether it is a Globo scenario ie down and out or a WANDisco scenario where it hits a floor price and then recovers. Depends on whether TCM has real products which the market wants. ANy bets?
fireball1
24 Aug 2017
Long term buy This uncertainty led management to guide for adjusted EBITDA anywhere in the wide range of $47m-$60m for the full year, depending on when the chipset gains approval. Considering EBITDA last year was firmly in the middle of this range at $54.4m it's still possible that the firm could salvage this year. Over the long term, the market for IoT applications is astronomical. And Telit is still performing well, recently winning contracts from Tesla among other blue-chips. But as a relatively small player in the global hardware market, the company needs to grow quickly and gain scale, which delays of the kind encountered this year do not help.
once a week
24 Aug 2017
Trust I'm out - I don't see how customers can Trust the business.
Ripley94
16 Aug 2017
Re: New RNS Evening News market round up headline yesterday... "Telit back from the dead" ?As US hedge fund Lazarus raised it stake.... now has 3.2% stake.Lazarus Management ( Denver ) Invests in US and Israeli company's.
Ripley94
15 Aug 2017
Re: New RNS Just read TW take on it , he has disrespect for David Serra of Algebris.Was below 3% now above 4% paid 160 to 180 after the recent allegations by Tom .So its Tom vs David. whose your money on and the odds lol Whats the form of each.
safarinorman
15 Aug 2017
MM delight The share price in Telit must be a Market Makers delight.The shape rise so quickly would price out the shorters.and the sharp fall so quickly would price out the short term buyers.In the long term TW may be right, == short term trades are interesting to watch, especially as the amount of shares traded and posted were normal individual size trades, the large trades I see on my laptop seem to be posted after the market closes.A share to watch.
Ripley94
14 Aug 2017
Re: New RNS Are you referring to an individual increasing his holding , if so buy how much ? and how do you know hes in long term ?
