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To: WalterP who wrote (6920)9/28/2017 7:44:05 AM
From: nissan
   of 6936
 
Hi Walter

Just good to see the stock price under accumulation.

Looking forward to next cc. I think our biggest surprise will be how KVH is taking control of their content and airtime expenses. I think a lot of it is moving inside KVH doors. Not a lot has been said about this by KVH yet, but I am expecting a nice surprise as to what they will be able to include in their air time content and the lowering of costs.

Read a small article where an analyst (didn't say who) was increasing quarter estimates significantly.

I believe we are on the verge of both airtime and fog finally pulling us up together.

KVH still has quite a hiring list and many new positions.



J

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To: nissan who wrote (6921)9/28/2017 10:45:11 AM
From: awecr2
   of 6936
 
Hi guys,

I echo your sentiments. At the same time, we are still waiting on the elusive TacNav contract and true HTS hardware. It’s these two events that make $12 a distant floor and not the unbreakable ceiling it is now.

KVH is adding in incremental income opportunities which is good for the growth of the reoccurring baseline. They have also added some more Agile plan installation locations. If each location averaged one install a week, KVH would see unit run rate double over the current annual 1k run rate. It seems like a very low bar considering the aggressive all-in pricing plans. They need to improve the hardware and data package to see a true acceleration in growth, however. Other than minor changes, the v7 has been around for 10 years with only a minor increase in data rates. The competition is now offering comparable, if not better, hardware and data packages. The good thing is that the agile plans are still unique and priced very competitively.

For the 1st time in over 2 years, currency exchange rates will work to KVHs favor. Albeit, minor. It’s nice to have this headwind behind us.

And of course, it would be nice to be positively surprised for once. I just don’t think q3 will be that quarter, from a financial perspective, because of the lack of transformative hardware. What happens if TacNav continues to be a dud? They will be guiding lower for Q4, even if Agile plans are taking off. I wonder if that was the plan all along? Get us through 2017 by manipulation so we focus on 2018 and the explosive growth that will happen when they finally offer an HTS product line.


I will feel much better when TacNav or HTS happens. Been waiting for 3 years. Still waiting. And I think we will all be ecstatic if a low cost, mass market FOG is introduced.

Aw

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To: WalterP who wrote (6920)9/29/2017 12:17:55 PM
From: richardred
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I do think Vintage will be pushing. Ironically I am a IEC stockholder also . Hedgeclipper mentioned IEC in a slide presentation on this board. Vintage did win the proxy battle at IEC. However IMO they like to buy on the cheap. RE: Anaren Microwave/API

vintagecapitalmanagement.com

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To: awecr2 who wrote (6922)10/3/2017 9:08:33 AM
From: awecr2
   of 6936
 
Hey guys,

KVH has removed the deep discount promotional brochures from the special offers link that they have been using for the last two years on minivsat hardware and services. Usually they just update the expiration date 1 or 2 quarters ahead. It’s possible they might just repost with new expiration dates but this is definitely a change in their approach. It’s more likely to be an indication we will soon see new hardware with true HTS or Agile plans are performing above expectations.

Aw

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To: awecr2 who wrote (6924)10/3/2017 4:53:34 PM
From: WalterP
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When I asked them what they would do if the new Agile plans were too successful (and they had to deliver more systems than they could build), the new CFO, Donald Reilly, and Martin said they had ways to scale back demand if necessary. I definitely see this as a positive sign of increased demand. The stock price is also confirming it too, I presume. Last December's peak was $12.75. After that, $15-16 next stop!

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To: WalterP who wrote (6925)10/4/2017 1:06:51 AM
From: hedgeclipper
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Walter. I can't believe they said that to you. If you ask me they have been finding ways to scale back demand for their products for more than 15 years.
Hc

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To: hedgeclipper who wrote (6926)10/4/2017 5:19:48 PM
From: WalterP
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It was an obvious issue that if they offered free hardware, that demand would increase and would they be able to meet it. I got the answer as stated. Separately, they said that KVH was actually in a better state regarding sales compared with all their competitors, who were losing sales. It has been a difficult time in the marine communicatons sector for a while now. They have been able to maintain that 250 or so systems per quarter for some time. Sure, I wish it had been increasing, but it has not been the case for all their competitors. It should be interesting what Agile plans has boosted the rate to.

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To: WalterP who wrote (6927)10/4/2017 5:21:50 PM
From: WalterP
   of 6936
 
National Marine Electronics Association Recognizes KVH Marine Satellite Systems with 2017 Product Excellence Awards

KVH’s TracPhone® V3-IP and TracVision® TV3 systems win awards at the annual NMEA conference

MIDDLETOWN, R.I., Oct. 03, 2017 (GLOBE NEWSWIRE) -- KVH Industries, Inc., (Nasdaq:KVHI) is pleased to announce that the top marine electronics professionals in the country have honored two of KVH’s marine satellite antenna systems for their outstanding performance and reliability. KVH’s TracPhone V3-IP received the National Marine Electronics Association’s (NMEA) 2017 Product of Excellence Award in the satellite communications antenna category, while the TracVision TV3 received the 2017 Product of Excellence Award in the satellite TV antenna category.


This is the 20th consecutive year that KVH has achieved the NMEA distinction for its TracVision satellite television antenna systems and the 15th time that KVH’s TracPhone satellite communications antenna systems have been recognized.

The NMEA awards are presented annually to recognize excellence in design, performance, and reliability in marine electronics products. The winners are selected by a vote of the members of NMEA, an industry group made up of more than 600 companies, including manufacturers, dealers, and boat builders.

“We are thrilled to receive this recognition from NMEA knowing that it represents the opinion of skilled professionals who have firsthand experience with the installation and performance of our products, as well as those of our competitors,” says Martin Kits van Heyningen, KVH chief executive officer. “They work with our TracVision and TracPhone systems every day, and we consider their recognition as the highest honor.”

KVH’s TracPhone V3-IP and its earlier variant, the TracPhone V3, have been recognized with a NMEA product award in the satellite communications antenna category for the past six years in a row. The TracPhone V3-IP is a 37 cm (14.5 inch) diameter Ku-band VSAT antenna that operates on KVH’s worldwide mini-VSAT Broadbandsm network. The ultra-compact system meets the increasing demand for broadband connectivity on boats, delivering fast data speeds at low airtime costs, and with a terminal that can be installed on boats as small as 30 feet.

The TracVision TV3 is an ultra-compact marine satellite TV system ideal for powerboats and sailboats that cruise as far as 100 nautical miles offshore. The TV3 makes it possible for boaters to enjoy their favorite high-definition television programming while on the water. The compact, 37 cm (14.5 inch) diameter system includes an IP-enabled TV-Hub for easy setup and operation, and makes it possible to access system information from a smartphone, tablet, or computer.


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To: WalterP who wrote (6928)10/4/2017 5:23:34 PM
From: WalterP
   of 6936
 
Hello Nautilus Crew, You’re Connected

KVH and Ocean Exploration Trust announce partnership enabling Nautilus research crew to have Internet and daily news content while at sea

MIDDLETOWN, R.I., Oct. 04, 2017 (GLOBE NEWSWIRE) -- KVH Industries, Inc., (Nasdaq:KVHI), today announced a partnership with Ocean Exploration Trust (OET), the international scientific research organization founded by RMS Titanic discoverer and renowned oceanographer Dr. Bob Ballard, to provide services and products to enhance the onboard experience for OET’s research team. In exchange, the team will provide firsthand feedback on various products that KVH develops.


“I am thrilled to be working with KVH, a leader in satellite communications headquartered right across the bay from the Inner Space Center at the University of Rhode Island Graduate School of Oceanography,” says Dr. Ballard. A professor of oceanography at URI, Dr. Ballard is known for his ocean exploration efforts and his longtime commitment to providing real-time data and video from the vessel to land. “It’s been a dream of mine to have super high-speed data capabilities right from our vessel to reach the next generation of scientists and engineers and keep our own research team as connected as possible.”

For the first phase of KVH’s support, coinciding with OET’s 2017 expedition in the Eastern Pacific Ocean, a KVH TracPhone® V7-IP satellite communications antenna system has been installed on the 64-meter OET exploration vessel (E/V) Nautilus, and is providing high-speed broadband connectivity from KVH’s mini-VSAT Broadbandsm network for crew use, as well as multicasting daily news content to the 48 researchers and crew via KVH’s IP-MobileCastTM content delivery service.

Having personal access to broadband data and daily news updates while on a research expedition enhances the onboard experience for the Nautilus team, which typically restricts use of its broadband data to conveying research information and video to land.

“It is an honor for KVH to support the fascinating work of the Ocean Exploration Trust,” says Brent Bruun, KVH’s chief operating officer. “Dr. Ballard and his team onboard the Nautilus represent not only the leading edge of scientific research, but also an incredible inspiration to students and adults alike who long to see and understand the ocean’s mysteries.”

The TracPhone V7-IP system installed on the Nautilus is a rugged, compact, 60-cm diameter Ku-band antenna system designed to provide data at speeds up to 3 Mbps shore-to-ship, and 512 Kbps ship-to-shore. The content that KVH is multicasting to OET’sNautilus team via the IP-MobileCast service includes NEWSlinkTM Print – daily updates of more than 65 national editions in more than 20 languages covering news, sports, business, and entertainment topics.

Other services and products that KVH is planning to provide to OET include access to KVH’s VideotelTM maritime training programs and access to new Internet of Things (IoT) maritime applications that KVH is developing.

The 2017 Nautilus Expedition represents the third year of exploration in the Eastern Pacific Ocean, and is one of the most extensive seasons to date. The Nautilus is documenting and surveying unexplored regions from British Columbia, Canada, along the West Coast of the United States, to Baja California, Mexico.

Note to Editors: For more information about Ocean Exploration Trust, please visit the OET website, nautiluslive.org. For information about KVH’s maritime satellite communications solutions, including AgilePlansTM by KVH, the maritime industry’s first all-inclusive, no-commitment offering, please visit the AgilePlans website, www.kvh.com/agileplans. High-resolution images of KVH products are available at the KVH Press Room Image Library, www.kvh.com/press-room/image-library. Follow KVH on Twitter,Facebook, Instagram, YouTube, and LinkedIn.

About Ocean Exploration Trust
The Ocean Exploration Trust (OET) was founded in 2008 by Dr. Robert Ballard – best known for his discovery of RMS Titanic’s final resting place and as a National Geographic Explorer in Residence – to engage in pure ocean exploration. OET’s international programs center on scientific exploration of the seafloor with expeditions launched from Exploration Vessel (E/V) Nautilus, a 64-meter research vessel operated by the Ocean Exploration Trust. In addition to conducting scientific research, OET offers expeditions to explorers on shore via live video, audio, and data feeds from the field. OET also brings educators and students aboard during E/V Nautilus expeditions, offering them hands-on experience in ocean exploration, research, and communications.


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To: WalterP who wrote (6927)10/10/2017 10:53:24 AM
From: awecr2
   of 6936
 
On page 12, in the October edition of The Digital Ship, thedigitalship.com, MKVH confirms HTS changes are coming before year end with data rates in the 10 MBPS range. This is, by far, the most open he has been about the HTS strategy and the time line. It’s likely an official announcement will be at the FLIBS or METS. We are finally at the end point of the bleeding related to satcom.

On a more somber note, TacNav is likely to be a drag on Q4 considering we haven’t heard anything. I’ve said this before, I think we were played. What this means is that Q4 guidance will likely be pulled down to the very low end of guidance. There is no possible way for satcom to make up the difference. When Martin was referring to growth in out years, he strategically has set things up so the bar is very low.


Aw

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