Anyone who bought KVHI looking for earnings this quarter didnt understand the company and it's migration. Now we are poised for a period of accelerating growth, backlog tells that story partially, it's the scaleability of emerging markets that underscores why I am here.|
Scale able markets, that is what this is really about. There defense business was not ever scale able, Tracvision is now being offered to consumers, while the actual payoff is a ways off, investors will ride this company through several splits until ultimately the payoff in KVHI becoming a widely recognized name arrives.
All Action happens in the passing of time. Make no mistake we will be whipsawed, disrespected and probably attacked by systematic shorting ( like what is happening at MRVC now) when our price appreciation comes.
KVHI has the stars lined up, defense business coming back to augment earnings while the OEM & Consumer satellite business align themselves for their inevitable push.
New markets galore, all with better than average potential.
Glad to be in, and very pleased with the companies forthright presentation.