OT
During my "MRVC-less" wandering, I think I have found an interesting little undiscovered (by the general market) stock, with some exciting possibilities and products for LONG TERM appreciation. Dvdw put me on to this, and I have been researching it for some time now.
Disclaimer - Do your OWN DD and if you invest, DON'T EXPECT this stock to move soon (it might, but it could also sit for a while yet). This is a LONG-TERM value play.
The company is KVH Industries (KVHI). kvh.com
How about Mobile High-speed Internet, TV and GPS via satellite anywhere in the world while on the move for the Marine, RV, commercial trucking and Military markets? They also have a fiber optic capability that is being integrated into their products, and is just scratching the surface of new possibilities, some that appear major.
They have about 60 patents, I think, including a KEY one controlling TWO-WAY communication via Satellite antenna. This key patent is the subject of an infringement lawsuit KVH has filed against their main competitor Datron, (DTSI). If upheld, this could be VERY significant.
The patent, #5,835,057 and titled "Mobile satellite communication system including a dual-frequency, low-profile, self-steering antenna assembly."- can be viewed here:
164.195.100.11
It seems pretty comprehensive to me, but I am no patent attorney. See this recent PR for their interesting new Two-way mobile internet product, Trac Vision G4
Message 12843047
Also, they apparently have discovered an unexpected new product with possibly major implications, in a $1 BILLION market - fiber optic high-voltage current sensing, which has been developed jointly with a customer over two years, and for which KVH is "pursuing a key partnership with a major industry player and hopes to have a working relationship established in the near future.".
messages.yahoo.com
There are some parallels to MRVC here as well. 1) the company has been in the process of reinventing itself for the last two years, 2) an acquisition and heavy R&D expenses dropped them into a loss position for over a year, 3) The market (which is extremely near sighted) dropped them to ridiculously low levels over 20 months, from $10 down to $1, 4) A new stream of exciting products and markets is just now emerging, 5) The company is about to move back into the black later this year and 6) The mainstream market has ignored them, or remains skeptical. Even so, the stock has recently moved from $4 to $10 and now back to $7.
I think this could be a $50-$60+ stock in a year or so and I have taken a substantial position here in the last month. For anyone interested in continuing this discussion, join me on the KVHI thread. Some of you MRVC'ers are the best DD people I know, so if it stands up to your analysis, I will know we have another upcoming winner here. I would love to hear what others think. |
