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To: nissan who wrote (6902)7/27/2017 4:25:15 PM
From: awecr2
   of 6947
 
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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To: robert b furman who wrote (6905)7/27/2017 5:19:25 PM
From: rogermci®
   of 6947
 

Hey Bob....Someone likes it:

KVH Industries: Vintage Capital Management discloses 8.8% passive stake


50 DMA just crossed the 200 DMA today. Looks like a buy to me.




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To: rogermci® who wrote (6907)7/27/2017 7:14:35 PM
From: hedgeclipper
   of 6947
 
here's the operator behind this move... And this is different from the large investors we have had in the past. they were mutual fund managers. Now this...

Brian R. Kahn Managing Partner Mr. Kahn is the Managing Partner and founder of Vintage Capital Management (“VCM”) and its predecessor, Kahn Capital Management (“KCM” or the “Firm”), and is responsible for all aspects of transaction sourcing, due diligence, and execution.

vintagecapitalmanagement.com

This explains the recent move up above $10 or so .. where does he go with it now?


Look at July 14 -- 240K shares in volume closed at 9.75 then the next two trading days over 550K shares closed at $10.15 on July 18.

Holds 1.495 mm shares now. the 13G filing today triggered by going over 5% threshold. they always adopt the "passive" stake in the beginning..

Its time to chat with Martin I do believe.




hedgeclipper

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To: hedgeclipper who wrote (6908)7/27/2017 7:47:05 PM
From: hedgeclipper
   of 6947
 
Look at the IEC Electronics investor presentation. slide 16. I think you will see familiar themes we have discussed here about KVH Industries...

iec-electronics.com

Vintage Capital has several representatives on the Board.

hedge

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To: rogermci® who wrote (6907)7/27/2017 10:26:57 PM
From: robert b furman
   of 6947
 
I'm once bit twice shy. sigh

Bob

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To: hedgeclipper who wrote (6909)7/27/2017 10:33:24 PM
From: nissan
   of 6947
 

Hi Hedge

To all, also look under Vintage Capital "About Us"

Read their investment philosophy and also investment criteria.

They don't want to spend a lot of time waiting for a payoff.

Going to be an interesting CC coming up.

Walter, do you know if Vintage was at the annual meeting.

Besides the V7/V11 hardware we assume are going to be in demand, the FOG products are about to make
a huge upside change. Not only for autonomous vehicles, but many facets of the market.

The CC should be interesting in the next 10 days or so.

AW I think that big smile we have had is getting closer, heck today made me smile. But once again, its TIME!

J

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To: nissan who wrote (6911)7/28/2017 7:39:37 AM
From: nissan
   of 6947
 

Next Wednesday morning Aug. 2

earnings

J

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To: nissan who wrote (6911)7/28/2017 2:54:18 PM
From: WalterP
   of 6947
 
There were 2 investment firms there. I talked with both of them but did not get the name of one. He was a fairly young man with a very young intern (college?) with him. He was not as optimistic about KVHI as a long term opportunity and saw them more as following what's hot today. I really did not get that he understood the company and the long term opportunities they were building. The other firm was a "very small cap" investment firm specializing in small company opportunities like KVH. He thought it looked like everything was finally lined up for KVH but only discovered it less than a year ago.

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To: WalterP who wrote (6913)7/29/2017 7:07:59 AM
From: nissan
   of 6947
 

Thank you Walter. Appreciate your comments

J

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To: WalterP who wrote (6913)8/2/2017 9:14:48 AM
From: nissan
1 Recommendation   of 6947
 

Hello All

KVH beats by .13

Will be interesting to see if the new philosophy is to beat quarterly estimates by a significant amount the next few quarters.

J

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