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From: awecr27/12/2017 7:45:16 PM
   of 6936
 
Ten years ago today, KVH introduced the V7 and mini-vsat. Here's the link for your reading pleasure. Lol

kvh.com

Seems pretty transformative considering the time but shockingly similar to what they are offering 10 years later.

Aw

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To: awecr2 who wrote (6897)7/12/2017 8:44:26 PM
From: awecr2
   of 6936
 
Audi announces first L3 autonomous vehicle.

techcrunch.com

KVH was in the original autonomous Audi TT. There are some questions regarding this low speed feature, however. FOG like precision is necessary in full speed range L3. Not sure if this level of precision is necessary if the assumption is that there is an expectation that a vehicle is always in front of the car at lower speeds.

Aw

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To: awecr2 who wrote (6898)7/13/2017 7:46:34 AM
From: nissan
   of 6936
 

Hi Aw

UK about to get their JLTV's

govconwire.com


Now lets try and add this to that so called pipeline.

Have a good day

J

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To: nissan who wrote (6899)7/13/2017 11:24:18 AM
From: awecr2
   of 6936
 
Hi J,

KVH just needs to announce something, anything related to JLTV. It could literally be $100k contract. This "pipeline" term is damaging their reputation and any research into AMPV will disappoint Investors. It's clear now that MKVH intentionally used that term for plausible deniability purposes. Slight of hand. The pipeline could still be another 5 years away, for all we know. A broken clock is right twice a day. Starting to think we invested in a broken clock. Where is the HTS ready vsat hardware he talked about in January that was in production. There is zero proof that they modified the hardware for the existing Agile plans.

It is good news to see JLTV is expanding and moving forward. It's going to be huge for someone. KVH seems to have reason to invest in this so called pipeline. Strange considering G&S is on track to drop for its fourth year in a row.

Btw, I've researched S-3 filings a little. The blanket effect is real for companies that aren't transparent. There are some positive examples, however. Tesla being one. At the same time, Elon Musk is very transparent about his aggressive vision. He's showing confidence and has put his own money into the fundraising. In pharma, S-3 has had a devastating effect and no CEO has stepped up that I could find. That said, these companies are taking a great deal of risk on single drug trials. KVH probably falls somewhere in the middle here. It would help if Martin put some of his own money in. He makes close to a million a year and has done nothing for his shareholders. In fact, he's getting ready to dilute us.

Aw

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To: awecr2 who wrote (6900)7/14/2017 11:40:05 AM
From: robert b furman
   of 6936
 
Martin and directors = serial stockholder diluters.

Back When Pat Spratt was asked why everyone is selling their shares he got offended and defensive.

They know they are ripping stockholders and have no plans on reducing it.

SAD !! SICK REALLY !!

Bob

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To: awecr2 who wrote (6900)7/18/2017 8:26:56 PM
From: nissan
   of 6936
 

Hi All

After watching the stock performance and the volume in the last few days has me wondering what is going on.

Do we have loose lips about some project that KVH is involved in. I'm talking big. With the S-3 a couple weeks ago with the right for KVH to sell up to 100 million dollars in stock, they have 50 million in cash and Martin claiming that cash is rolling in from monthly subscriptions for the company.

I can't believe its TacNav, possibly a big IMU or INS contract, or could they be having a much bigger connection with Intelesat HTS program. Possibly a land / maritime connection. Martin was asked at the last cc and he wouldn't say as to the HTS program and said he didn't want to get ahead of the announcement. Also said they were going to do the announcement up big. Make a big hit with it.

Also if you look at the job hiring advertisement, it get's bigger every week. They have picked up a least 150 people and hiring more.

Any thoughts on the proceedings the last couple couple weeks/month

J


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To: nissan who wrote (6902)7/19/2017 4:29:39 PM
From: awecr2
   of 6936
 
Hi J,

I don't know. They've disappointed us so much that it's difficult to read into it without a clear breakout or news event. At the same time, there are definitely clear indications of changes in the background. Changes which suggest positive momentum. The hiring is the most obvious. They also updated their promotions and it looks like they are beginning to pull back on the discounting. I could be wrong about that, however. I didn't pay close enough attention. I think they were more aggressively discounting the service plan on the v3 before and if I'm not mistaken, v11 hardware was being discounted to $40k and now it's $50k. What this suggests, if I'm correct, agile plans are taking hold and demand is high enough that they can start pulling back on the sales discounts. That said, they are still discounting. They are also continuing to add install locations for Agile plans. It's up to 41 globally. At an average run rate of 1 install per week, per location, the annual installs would now exceed 2,000. I'm convinced the agile offering is so aggressive that supply, not demand, should be the challenge. At the 2k annual run rate range, vsat service revenues should be up comfortably, over 40%, by this time next year.

Aw

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To: robert b furman who wrote (6901)7/23/2017 2:00:28 AM
From: John P
   of 6936
 
Hi Bob,

so from what I gleen from your post is that management is not shareholder friendly.


I can point to a whole armload of stocks that were not looking after there shareholders.... and I have carried
water for at times... that is perhaps the beginning of wisdom.

I do remember being over at your house back circa 2001.. and at the time they had a deployment ability for munitions.... or maybe I have that wrong... but.... you it just goes to show........ it's not like they went out of business..... I have those albatross to weight me down on my daily swim in the Atlantic.








John

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To: John P who wrote (6904)7/23/2017 10:03:45 AM
From: robert b furman
   of 6936
 
No dividend

No buyback

No retention or accumulation of shares gained from the ESOP program.

Continuous dilution of shares and instant cashing of the free shares.

They have good technology and excellent quality.

Martin tells a good story and has lousy execution.

Defense business is good but lumpy and the maritime VSAT was / is intended to provide stability in revenue.

To a degree they have gained the number one market share, but this was the company that was going to kill Inmarsat?

They lost me when they bought the programming division - off focus for a defense technology company.

Bob

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To: nissan who wrote (6902)7/27/2017 4:25:15 PM
From: awecr2
   of 6936
 
Maybe you're on to something J. Today was definitely a follow through moment on high volume. Still no news, however.

Aw

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