SI
SI
discoversearch

   Technology StocksKVH Industries, Inc.


Previous 10 Next 10 
To: Roy F who wrote (786)4/13/2001 6:23:23 PM
From: robert b furman
   of 6936
 
Hi Roy,

Behave yourself!!gggg

I'll take a floor at 6.50.

What would be your spin on offering below market priced stock to existing shareholders? Would you be interested in futhering your investment at 6 1/2?

I bot 5000 more shares at 6 1/2 last week - if it was at 7 1/2 -8 I'd probably pop for more.


Wonder if it is worth an e-mail to Richard Forsythe??


Bob

Anyone else out there not wanting to get your piece of this company diluted? But your money must be where your mouth is!


Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (787)4/13/2001 7:36:46 PM
From: Roy F
   of 6936
 
Hi Bob,

As usual, an interesting idea, but wouldn't that be pretty complicated? Perhaps more a more likely scenario is another institutional placement... the clamor for a thinly traded stock with high potential growth must have put a twinkle in the eye of more than one MM, especially if they don't have to go into the open market for the, hopefully restricted, shares. It seems MKVH's tour has sparked enough interest to fund the product development for an additional period. I wonder how many more of these we'll see before completion?

Don't get me wrong, I think the management is of the highest integrity, and it is a way to institutionalize the float in hopefully a Wisconsin-esque manner, but it seems sometimes that the technology is too advanced for the market. I guess it's better to be early than late, though.

My holdings are relatively meager compared to yours, Sector's and, I'm sure, many others on this board. I'll just sit back with my low average cost and wait for more good times. In fact, the 20% I bought at $6.50 raised my average cost by a third...

Good luck with your efforts. I'd love to see you involved with the placement... it would be comforting indeed.

Regards,

Roy

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Roy F who wrote (788)4/14/2001 9:26:09 AM
From: robert b furman
   of 6936
 
Hi Roy,

Nah it would be simple.A couple of big buck investors like you.gggg

Besides life is too simple when your average cost is so low that you need a tweezers to look it up.<smile>

One disadvantage would be the possibility of a smaller investor flipping the position.

I agree with your thought on some fund wanting a position without having to go to the open market for what is an incredibly thinly traded stock.

On the other hand that's why I like this stock - when the rest of the world figures out the potential for current sensors and modulators - Zay vill PAY !!


None the less it would be neat for KVH to dance with the ones that brung em and make an offer available in say increments of 10,000 shares.

It would only take 70 players who already are current owners.

Any of those who were holders thru the trough(remember Cohu at 15/16???) are hardly flippers of this stock.


I wouldn't be surprised to see Wisconsin belly up again - although they may have exposure restrictions.


Good to hear from you and congrats on bumping up your position.


Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: robert b furman who wrote (789)4/14/2001 10:00:59 AM
From: Roy F
   of 6936
 
None the less it would be neat for KVH to dance with the ones that brung em and make an offer available in say increments of 10,000 shares.

Perhaps they could include those of you who desire to participate and add a few shares to the offering.... although, per the PR: We are actively engaged in
discussing this sale of stock with a select group of strategic partners and institutional investors.
Maybe they don't realize the strategic nature of your involvement. >G<

The other thing is that, regardless of the dilution, it's good to increase the share total. I think the low float restricts funds from investing in KVH. Too hard to get out if something were to go terribly wrong.

Anxiously awaiting the report and CC. It's always interesting to find out what they've been working on that none of us know about... fertile minds.

BTW, there's still a gap to the 6 level... >VBG<

Be well,

Roy

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (789)4/14/2001 10:18:28 AM
From: Sector Investor
   of 6936
 
I posted this on Yahoo!. Comments appreciated.

messages.yahoo.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Roy F who wrote (790)4/14/2001 8:07:58 PM
From: voop
   of 6936
 
Hence my 6 and 1/8 order as yet unfilled


Voop

Share RecommendKeepReplyMark as Last Read


To: Sector Investor who wrote (791)4/15/2001 7:32:25 AM
From: Roy F
   of 6936
 
Hi Sector,

Exactly the problem: Creating the product is only part of the battle. When KVH was dealing only with the military and shipping/yachting/RV arenas, production was not an issue as 1) the military would wait.. and so would KVH, and 2) the demand of the other was easy to keep up with.

Now, as you suggest, if the demand is strong for their product(s), how will they produce enough to fill the orders. I think that was part of the reason for additional cash and 'the road show'. It seems to me that a contract manufacturer would be the best answer for both problems. If indeed they can produce at a tenth of the cost of the competing product, throwing in a few percent for a third-party manufacturer wouldn't be that harmful... or, just include the cost in the original price and sit back and count the money.

Good topic for the up-coming CC. I hope you'll be able to participate on behalf of all of the tech-challenged out here.

Regards,

Roy

Share RecommendKeepReplyMark as Last Read


To: david james who started this subject4/16/2001 11:46:42 AM
From: Roy F
   of 6936
 
Did KVH just get frozen at $6.50? I don't mean halted, just stymied by the forthcoming offerings.

They usually have a PR the morning of the earnings release, if memory serves....

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Roy F who wrote (794)4/16/2001 11:54:33 AM
From: akmike
   of 6936
 
Hi Roy,

**Did KVH just get frozen at $6.50? I don't mean halted, just stymied by the forthcoming offerings.**

If that is the case, then individuals are getting a rare opportunity to buy in at the same level as venture-oriented institutions. If you recall the purchase @ 6.25 by Wisconsin, that put a nice floor under the stock in a very ugly market. It could well happen again. This coming cc should be of interest to more than have normally been following the company.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: akmike who wrote (795)4/18/2001 8:51:34 AM
From: akmike
   of 6936
 
Financing completed!

biz.yahoo.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10 

Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.