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What’s Casey’s Tiny $10 “5G Master Key” Stock? [Updated]

E.B. Tucker hints that "A Tiny Stake in this Company Could Set You Up for Life"

By Travis Johnson, Stock Gumshoe, February 7, 2020


This teaser ad has been running for several weeks now, and the article below was originally published on January 21… but we continue to get lots of questions about it, and the story has changed pretty dramatically in the interim, so I’m re-posting it here for you and have added an update at the end.

There seems to be no limit to the number of different 5G pitches we can absorb… the newsletter pundits of the world have their teeth into this latest telecom trend, and they’re not letting go until they’ve signed up every possible subscriber.

The promise this time is that a small company possesses the “Master Key” technology for 5G, enabling it to solve 5G’s well-known problems (like, the fact that some of the wavelengths used mean the signals can’t get through walls, or even windows or leaves)… and the fella making the promise is E.B. Tucker in ads for Casey’s Strategic Investor ($49, renews at $129/yr).

Here’s a little taste of the ad:

“… giant telecom firms — like T-Mobile and Sprint — have focused their attention on ONE tiny company…

“That owns a powerful new technology…

“That instantly fixes 5G’s glitch…

“And should reward early investors with a windfall.

“My research indicates this tiny firm’s shares could soar 9,700% in the months ahead.”

9,700% is an awful lot, no?

Here’s Tucker’s take on the challenges for 5G, and how this little company can solve them:

“5G’s flaw could slam the brakes on its nationwide roll out.

“That’s why, recently, a key telecom executive made a shocking confession…

“T-Mobile’s Chief Technology Officer let slip:

‘[To get 5G coverage] you’ll need no walls, no windows, no buildings, no trees… and lots of luck’ ….

“… the short waves that 5G Wi-Fi uses to pull off lightning-fast internet…

“They’re not suitable for wide area coverage.

“Right now 5G signals can be blocked by virtually any object…”

So how, dear friends, does this problem get solved? More from Tucker:

“But here’s where the 5G story takes an interesting twist — which could make early investors a fortune.

“One tiny company that’s 1/500th the size of the big telecoms…

“And much less than 1/10th the size of Apple, has emerged with an ingenious solution….

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“It’s a miraculous technology that looks like an ordinary black box…

“That promises to unleash the true power of 5G.

“And take it nationwide — practically overnight.”

So what else do we learn about this company? The ad drops the clue that they have “over 124 patents”, so that’s something.

And we get some hints about the customers they’re already working with:

“As we speak, huge telecoms are already knocking on its door…

“It’s inked multi-million-dollar contracts with T-mobile and Sprint.

“Including major networks in China, U.K, France, Japan, Australia, Russia, and Brazil.”

And we’re told that “its shares trade for less than $10 a pop…”

So what’s the solution here?

“What this tiny company has achieved is incredible.

“Working from the prototype used by the armed forces, they’ve built a new device…

“Powerful enough to transmit high-bandwidth 5G signals…

“To every corner of the country.

“Without littering the landscape with thousands of expensive and unsightly towers and antennas.”

OK, so somehow they’ve fixed the “can only transmit a short distance” problem? How so?

Tucker explains it like this:

“… big telecoms with two choices:

“One: They can build and place tens of millions of cell antennas every few 100 feet.

“Connected by over 1.4 million miles of fiber optic cables…

“Enough to circle the earth 353 times.

“Which — by the way — could take YEARS.

“Or they can simply turn to the tiny firm I’ve discovered… and their “out-of-this-world solution” — which could solve the 5G flaw, with the turn of its master key.”

OK so what is this “master key” technology? Here’s more from the ad that explains some of it… and it’s essentially a satellite solution:

“This firm’s technology can transmit and extend short-range 5G signals…

“Then blanket huge areas with those extended signals for wide coverage and seamless connectivity…

“Using micro satellites that hover above Earth…

“This incredible technology is called: The SKY.

“Once the SKY is launched into orbit…

“It can distribute 5G signals over a wider area where earth-based cells, towers, and cables can’t cover.”

I’m not sure I get the logic here — how does a 5G signal from a satellite do a better job than a 5G signal from a tower? You’ve still got roofs and walls and trees and such in the way, no? Maybe once we’ve identified the answer this will become more clear.

So with that in mind, how about a few more hints? Here you go:

“Gazprom Space Systems (GSS) handpicked this company — in an 18 million deal — to help spread broadband coverage across all of Russia.

“Recently China Satcom selected this company’s ground-breaking technology to provide broadband connection across China.

“And in Peru, the company’s deal is worth $285 million — to provide connectivity support.”

OK, so now the Thinkolator can get us our answer… this is the Israeli company Gilat Satellite Networks (GILT).

So before we go much further, I should note that the stock surged higher over the past week and weekend (markets are open on Sunday in Israel)… and it has nothing to do with Casey Research or E.B. Tucker — there was a rumor that Gilat is in “advanced talks” to be acquired for $579 million by a “major multinational.” Which would be just about $10.50 a share, and the stock has surged to near that price already, despite the fact that this is still really just a rumor and might easily amount to nothing (or, of course, might be just the start of a bidding war if they get lucky).

So for those who bought last week on the Casey tease, you might get a quick 20-30% return if things work out well with this takeover rumor — though, of course, that’s a far cry from 9,700%, and it makes you wonder whether perhaps those dreams of insane riches are a bit out of touch with reality. After all, a company that thinks its going to ride a huge sales surge and be the “key” to 5G’s rollout worldwide doesn’t willingly get into talks to be acquired for a mere 15-35% premium.

Let’s assume that the takeover rumor is just a rumor, and the stock gives up some of those gains in the coming days as Gilat responds to the news… what’s the story with the company, and does it look appealing?

Well, they are well-positioned as a provider of satellite modem technology — they seem to have the lead in mobile broadband options for airlines, for example, and they are the leader in satellite backhaul services for 4G, which might give them a lead in 5G.

This isn’t something that fixes the problems with 5G, though — the problem it might solve is not that you need a lot of 5G antennas on the ground to provide seamless mobile 5G services, that will still be necessary even if they use Gilat’s satellite modems… the problem they can solve is the cost of running fiber networks for backhaul to each of those 5G base antenna base stations.

Or at least, that’s how I understand it after a few minutes perusing Gilat’s website — you can see their investor presentation here (or their 2019 Year in Review article here) which gives a good overview of what they see as their strengths and priorities (satellite broadband and in-flight broadband, in addition to cellular backhaul), and the “cutting-edge device” that he says is the “5G master key” seems very likely to be Gilat’s SkyEdge II-C system, their latest VSAT platform (VSAT is Very Small Aperture Terminal, essentially the “modem” that powers a two-way satellite ground station).

So the solution here, I guess, is that the many local 5G antennas and base stations that will be required to provide seamless millimeter wave connections could get their backhaul access to the network through Gilat’s satellite equipment and, presumably, low earth orbit (LEO) or other non-geostationary satellite constellations (closer to the earth = faster). I can see there being a market for that, as there is clearly a market for mobile broadband in airplanes and for broadband in areas with weak terrestrial telecom networks (like Peru, for example, one of their major customers). It doesn’t sound to me like this is the key for 5G, though, just that it might be a way to make rollout more efficient or inexpensive if the satellite backhaul is cheaper than providing fiber to all of the small cell base stations that will eventually be required.

Which might be a decent business, I don’t know — the company has been improving a bit in the past year or so, with a push from the private equity firms who own more than a third of the stock (and therefore make an eventual “exit”, perhaps through this rumored takeover, seem a bit more likely than would be the case for other small-cap tech names with growth hopes). They do have competitors, most notably the much larger Hughes business owned by Echostar (SATS), but they also have a much better balance sheet than the companies who actually have to pay to launch and maintain satellite networks (GILT sells the technology, they don’t own satellites themselves).

GILT is profitable, with earnings per share of about 31 cents over the past year, but they saw profits decline for about seven years until things started to pick up with their new investors and a new focus on efficiency and profitability in 2018. It would be a bit of a shame if a takeover bid cut off this improvement before it really got underway, but, of course, it could also be that this boost in profitability over the past 18 months or so is not sustainable. I can’t say that I know enough about the business to be sure either way.

So sure, GILT is an interesting idea… and they should be in some key growth segments with the increased availability of mobile broadband and the big investments that SpaceX, Amazon, OneWeb and Telesat are making in new LEO satellite broadband networks, along with probably growing demand for satellite-powered backhaul for both 4G and 5G. That makes it a story worth investigating, particularly given their good balance sheet and recent income statement improvement, but certainly don’t guarantee that GILT will be the key to 5G, or have any chance at mammoth 9,000% returns.

I’ll keep an eye on this one — the lack of a scary balance sheet makes them stand out a bit in the satellite business, and we do seem to be in a pretty big investment phase for satellite communications… though the competition has also made it tough for them to be consistently profitable over the past decade. And, of course, I’m curious to see whether these weekend rumors of a takeover bid amount to anything — I’m not particularly interested in jumping into the stock after those rumors drove it 30% higher in a week, but if things die down a bit I could see myself being intrigued.

That’s just me, though, and what I’m thinking of doing with my money — what matters for you and your money is what you think… so where do you come down on Gilat? Think it will dominate the future of baseband satellite services and mint money, or be taken over at a bigger premium than what’s been rumored this week? Or is this another satellite hopeful that will disappoint when the market turns out to be smaller than all had hoped? Have a different take? Let us know with a comment below.

And your February 7 Update…

Well, now the deal that was a rumor on January 21 has been announced, with the news on January 29 that Gilat has agreed to be acquired by Comtech (CMTL). Assuming the deal goes through, Gilat shareholders will receive $7.18/share in cash and 0.08425 of a Comtech share for each share of Gilat held.

CMTL shares dropped sharply on the news, down 20% or so, so that portion of a Comtech share would be worth about $2.52 at the moment, for a total deal value of $9.70. GILT is trading very close to that at $9.55 or so, down about 8-10% from when I covered this teaser and the initial rumors of an acquisition were circulating.

You can see the presentation they posted about the deal here. Both companies are relatively expensive but believe they’re positioned well in a rapidly growing satellite communications industry, and they expect the deal to be ‘cash accretive’ in the first year, with the debt financing expected to be repaid pretty quickly… their financials are fairly similar, and both companies are profitable, so adding Gilat won’t dramatically improve margins or cash flow at Comtech, but it will help a little bit and there will likely be some cost efficiencies in the first couple years.

The more important rationale is strategic, in that it gives Comtech more international exposure and a stronger position in in-flight data and 5G backhaul offerings, among other things… and they’ll be bigger, so they’ll have a larger and more efficient R&D push, but the combined company will still be fairly small, with a market cap not much over $1 billion, so there’s certainly plenty of room to grow in a growing industry.

Whether it works out or not, I don’t know — Gilat shareholders will vote on the deal in the next few weeks, but almost half of all the shares have already been committed to vote “yes” so a consummation of the deal seems very likely. The new company will be slightly less levered to the 5G backhaul business opportunity than Gilat was, but that wasn’t as big an immediate story as the tease was implying, anyway, it will still be a focused company with what they say will now be more of a leading position in ground infrastructure for satellite networks.

So it may not be the 5G “Master Key” in any real sense, but the combined company will be profitable, pretty reasonably valued, with a manageable debt burden, a small dividend, and a potential to grow pretty nicely if they can maintain their position in the satellite equipment business, which shows some signs of substantial growth in the years to come. There hasn’t recently been dramatic growth, revenue growth for the combined company over the past year would have been in the low single digits, so whether it’s worth paying a decent but not crazy growth premium for the shares really depends on whether you think we’re about to see a jump in satellite communications. Seems like a reasonable bet to me, but I haven’t invested.

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archegos2691
archegos2691
January 21, 2020 5:23 pm

Also check Iridium (IRDM) , I believe they are in the same space,

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Dave
Dave
February 19, 2020 8:03 am
Reply to  archegos2691

No pun intended…

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initialfx
Member
initialfx
January 21, 2020 9:26 pm

I may have been over-thinking it, but was looking at gallium-nitride (GaN) technology markets. Seems like this may be the “key”

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spacepig
spacepig
January 22, 2020 1:32 am

Things are getting ready to hit the fan this year with SpaceX vertically integrated and planning to launch a gazillion low earth orbit internet service satellites that will require a flat plate ( phase array ) antenna and never before seen high throughput modems by the millions to satisfy the pent up consumer demand that now salivatingly awaits their arrival . GILT has a history of cutting edge development in satellite communication and SpaceX may be their prime suitor . To many have underestimated SpaceX ability to make things happen and this could well be another example.

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Carbon Bigfoot
Guest
Carbon Bigfoot
January 22, 2020 6:17 am

NOT SO FAST. On Friday 17JAN20, the FCC and telecoms were sued in DC District Court to recover a HALF TRILLION DOLLARS in one of the biggest accounting scandals history.

Ghebre Ogbalidet
Ghebre Ogbalidet
February 7, 2020 12:45 pm
Reply to  Carbon Bigfoot

Kindly share the link of the story

Bambam man
Guest
Bambam man
February 10, 2020 10:49 am
Reply to  Carbon Bigfoot

I’ve never heard of this

TexasStud66
Member
TexasStud66
February 14, 2020 4:17 pm
Reply to  Carbon Bigfoot

This has a very little, if any, effect on any foreign based company ! And, even were it true, that could
be tied up in Courtrooms for many years prior to
a court verdict!

Carbon Bigfoot
Guest
Carbon Bigfoot
February 17, 2020 6:43 am
Reply to  TexasStud66

Texas Stud read about how Verizon paid dearly for this scam:
https://medium.com/@kushnickbruce/score-verizon-ny-settlement-fiber-optics-to-underserved-areas-repair-of-the-state-utility-a7e468599017
Was not in court that long once the lawsuit was filed

Carbon Bigfoot
Guest
Carbon Bigfoot
January 22, 2020 6:32 am

Further (I fat finger my entry) Over the last 5 years, the IRREGULATORS, a consortium of senior, independent experts, forensic auditors and lawyers was formed. Working together they uncovered a massive financial cross-subsidy scheme, and it was done by manipulating the FCC’s cost accounting rules being applied to the state-wired telecommunications public utilities controlled mostly by AT&T, Verizon and Centurylink.
5G is the newest in a long line of tech services that are supposed to change our lives for the better. Truth is, 5G is really designed to get rid of the wired regulations and obligations, and have wireline phone customers pay — cross-subsidize, the wireless companies’ business. And we have since 2000 paid— $4-7000 per household and more for fiber optic that we never received!! Read more at http://irregulators.org.

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Jennifer Consorti-Calister
Guest
Jennifer Consorti-Calister
May 5, 2020 6:59 am
Reply to  Carbon Bigfoot

Oh yes I know I’m a few months behind but I was just showing my husband how much 5g fiber optic we use!!!!! Zero zero it’s suppose to automatically work lol cause nobody checks what it’s really connecting with. Just check your statements ppl cable etc phone etc you’ll see.

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Carbon Bigfoot
Guest
Carbon Bigfoot
January 22, 2020 7:06 am

On Saturday January 25, 2020 the 5G Space Appeal Petition, which I, along with almost 200,000 other engineers, doctors and scientists signed , will be delivered to World governments and the first attempt to stop 5G in an organized protest. https://stop5ginternational.org/5g-protest-day/.
The health effects of 5G will include skin carcinomas and blindness., and when combined with 2,3 &,4G will significantly increase the 36 diseases of the Digital Age. In a process which is triggered by microwave radiation, i.e., EMI/RF/EMF, and millimeter waves will initiate calcium loading through VGCCs creating Oxidative Stress and Peroxynitrite the compound that is consistent with all 36 diseases of the Digital Age. dihttps://www.researchgate.net/publication/336778115_Dirty_Electricity_Invisible_role_in_the_US_Health_Crisisseases.

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Len
Member
Len
February 4, 2020 9:08 am
Reply to  Carbon Bigfoot

Just as many “scientists” signed petitions regarding global warming and most of them wouldn’t know science if it bit them in the rear. In other words …BFD.

Carbon Bigfoot
Guest
Carbon Bigfoot
February 7, 2020 1:02 pm
Reply to  Len

Are you suggesting that 31,000 science professionals who signed the http://www.petitionproject.org/ who objected to the Gas of Life, carbon dioxide a detriment to the climate? I signed it with the likes of Edward Teller.
What are your qualifications–other than your big mouth?

Ken
Member
Ken
February 7, 2020 7:53 pm
Reply to  Carbon Bigfoot

My qualifications are 70 years of change. The weather changes all the time. If you need a PhD to figure that out you are far behind the curve.

danscot
Member
danscot
February 8, 2020 4:56 am
Reply to  Ken

Well Len/Ken you are right saying you don’t need a PhD in seeing the real weather changes just look at Greenland and/or Antarctica as an Ice Cube they are both melting away at an alarming speed ”Antarctica logs highest temperature on record of 18.3C” don’t take my word it here is the link https://www.bbc.co.uk/news/world-51420681

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Carbon Bigfoot
Guest
Carbon Bigfoot
February 9, 2020 8:24 am
Reply to  danscot
kadota1
Member
kadota1
February 18, 2020 1:49 am
Reply to  Carbon Bigfoot

Neither are you mr boastful!!!

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Waters
Guest
Waters
February 9, 2020 8:35 pm
Reply to  danscot

They once raised cattle in those areas until it got too cold. I think it is cyclical

Chris
Guest
Chris
February 10, 2020 8:42 am
Reply to  Waters

There is a cycle that happens every 60 years.in the last cycle we see the temperature rising by 1/1000 of a degree…oh! Let’s talk with Alarmists about the enormous investments until 2030 …

toto
toto
February 17, 2020 12:15 am
Reply to  danscot

Are you aware of why Greenland was called Greenland in the first place?

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toofuzzy
Member
toofuzzy
May 6, 2020 4:50 am
Reply to  toto

Greenland was called that to attract settlers and Iceland was called that to keep them away.

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kadota1
Member
kadota1
February 18, 2020 1:48 am
Reply to  danscot

Point is what caused it. Volcanoes distribute more crap into the atmosphere than people. This has all been going on since the planet was brought to life. Who was it algot gored who said we would be dead 10 years ago? Get a life DA! I’m a scientist through education but a long interruption due to vietnam in B-52s for a career and so called scientists have no individual minds nor integrity the bingo head above demonstrates that. They use the gangbang theory of pilling on so no one is left on the outside and they are all together, At least those who can’ think for themselves which was mentioned 200,000.

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madmax3.6
Guest
madmax3.6
February 22, 2020 6:19 pm
Reply to  kadota1

Don’t forget Al Gore is still looking for man-bear -pig.

TheMerlin
Member
TheMerlin
March 2, 2020 5:09 pm
Reply to  kadota1

Thanks for your service. The Climate thing all depends on what business you are in. Al Gore became a multi-millionaire from his Climate Change endeavors. A lot of money being spent on a theoretical posit. It’s like the MSM…whatever fits their narrative. There are several models all of which produce different results…so the CC zealots use the models that fit their narrative.

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AMc
Guest
AMc
April 25, 2020 12:45 am
Reply to  danscot

Why do you think they call it “Greenland”?

freeindeed
Member
freeindeed
February 12, 2020 11:12 pm
Reply to  Carbon Bigfoot

31,487 American scientists have signed the petition project.org stating there is no convincing evidence that humans can or will cause “catastrophic” heating of the atmosphere. And that more CO2 in the atmosphere is shown to have positive effects on plants.
We the people will not believe left wing science because “you told us so” or because of your “superior intellect”.
When “superior intellect” lacks good sense we know who we cannot trust in.
Oh by the way these “global warming scientists” enjoy the government money flowing in as long as they support the misguided theory.

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Bud
Member
February 13, 2020 7:57 pm
Reply to  freeindeed

This is a must read for anyone has made up their mind as to the cause and solutions of Climate change. The assumption that the problems is anthropogenic is too simple. The groups of “Scientists” who have made proclamations as to the precise source of our travails and “Existential threat” are making many assumptions and simplifications. The causes and solutions if not also the threat itself need to be examined before submitting our lives and country to government’s final solution.
https://earthobservatory.nasa.gov/features/OceanCarbon

gaicecoach
gaicecoach
February 14, 2020 3:23 pm
Reply to  Bud

Thanks for sharing. That was a very informative read.

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frankw17
February 14, 2020 6:06 pm
Reply to  gaicecoach

It was indeed informative Bud. Has there been any further work re. the effects of stratification? The reason I ask is that this paper is dated 2008.
Regards,
Frank

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Bud
Member
February 20, 2020 2:47 pm
Reply to  frankw17

There is more information, maybe not quite as authoritative, on the site’s Blog and Blogroll under Climate Change Q&A

Dave H.
Member
Dave H.
February 17, 2020 2:54 pm
Reply to  freeindeed

Snopes analyzed the 31,487 signatures petition and declared the petition to be “Mostly False”. https://www.snopes.com/fact-check/30000-scientists-reject-climate-change/

wayne
Guest
wayne
February 17, 2020 8:44 pm
Reply to  Dave H.

Fact Checkers – Snopes started by Barbara and Michael Mikkelson from San Fernando Valley, the couple fell out, Barbara accused David of spending 98k on prostitutes, which is probably true because he divorced Barbara and he married Call girl and Porn Star Elyssa Young, AKA Erin O’Bryn who is now Snopes’ administrator. Snopes only fact checker is Kim LaCapria also known as sex and fetish blogger Vice Vixen. That my friends is ‘fact checker’ SNOPES. There are no researchers, no investigators, no lawyers, no documents to support their findings and they are strongly politically biased yet they are accepted as ‘Fact Checker.’

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Dave H.
Member
Dave H.
February 17, 2020 11:21 pm
Reply to  wayne

None of the ladies names you list above are listed on the Snopes “Our Team” . That page does list several people who appear to be capable of fact checking. https://www.snopes.com/snopes-staff/

wayne
Guest
wayne
February 18, 2020 2:29 pm
Reply to  Dave H.

Go a little deeper with your research on David Mikkelson – not credible in any way.

jbmaverick
March 22, 2020 12:37 pm
Reply to  wayne

Snopes, like virtually all the “fact check” sites (like “Politifalse”), is a joke. They’re all propaganda sites, mostly for the Left, and likely less reliable as fact checkers than just asking your grandmother.
As the post above indicates, look into who owns/runs the sites to get an idea of the truth.

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kadota1
Member
kadota1
February 18, 2020 1:52 am
Reply to  Dave H.

And snopes has been declared that also. Like wikipedia with the one sided slant. All of these sources are like our media. That says it all!!

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rob
Guest
rob
February 18, 2020 12:26 am
Reply to  freeindeed

Nice discussion of some scientific consensus studies on climate change/warming: https://www.youtube.com/watch?v=ewJ6TI8ccAw

TheMerlin
Member
TheMerlin
March 2, 2020 5:12 pm
Reply to  freeindeed

As I said, it’s all about making money…so you are 100% correct. And no one wants to say anything against it…such as businesses who depend on customers…customers who are paranoid about CC.

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BRUCE DORZEY
Guest
BRUCE DORZEY
April 20, 2020 4:45 pm
Reply to  Len

you are just an uninformed climate and science denier.

DickRiculus
Guest
DickRiculus
May 11, 2020 6:03 pm
Reply to  BRUCE DORZEY

Ozone is created by sunlight 0^3. There isn’t any sunlight where the “Ozone Hole” is. That’s why there’s ozone missing from there. That was easy.

Lefty science has a track record of lies and failure. That’s not denial of science.
You are a common sense denier and a pointless gullible nut case.

bmcm
Irregular
bmcm
February 7, 2020 12:10 pm
Reply to  Carbon Bigfoot

Don’t worry, 5G is good for you – that’s the way the Russian government have been playing it for their people.

Meanwhile, in the West, they spread FUD, presumably to slow down our progress. See the New York Times article: https://www.nytimes.com/2019/05/12/science/5g-phone-safety-health-russia.html

More worryingly, I was more than a bit annoyed to see that Russia is also spreading anti-Vaccine propaganda. The sicker we are, the happier they are, I guess…

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kadota1
Member
kadota1
February 18, 2020 1:54 am
Reply to  bmcm

ny times, the mouthpiece of the fringe left is as believable as david “right here” muir the RA guy and his colleagues.

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bmcm
Irregular
bmcm
February 20, 2020 11:43 am
Reply to  kadota1

I’ve been reading bits from the NY Times for a few months and they seem to be Centrist, at least from a European perspective. Perhaps that translates as fringe left in the US?? Probably not.

No idea who Dave Muir is. No time to Google it!

It looks like the US is the target of misinformation campaigns designed to slow technology adoption and kill their kids by removing vaccine protection. I would be annoyed if I were you…

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Carbon Bigfoot
Guest
Carbon Bigfoot
February 19, 2020 4:08 pm
Reply to  bmcm

Bren you are horribly misinformed. Numerous lawsuits are pending. Environmental Health Trust has just filed theirs against the FCC with information you need to read and understand:
https://ehtrust.org/ehtlegalaction-againstfcconhealtheffectsofcellphones/

bmcm
Irregular
bmcm
February 20, 2020 11:28 am
Reply to  Carbon Bigfoot
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John Huynh
John Huynh
February 9, 2020 4:03 pm
Reply to  Carbon Bigfoot

How stupid is this action? Just like Motorola Cell Phone gives you cancer a decade or so ago?

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magmahombre
Member
magmahombre
February 13, 2020 1:37 pm
Reply to  Carbon Bigfoot

Supplement with 400 mg Mg per day. Helps but not a panacea. Takes about 3 years for EMF’s wear down the body’s adaptive mechanisms from what I have read.

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Carbon Bigfoot
Guest
Carbon Bigfoot
January 22, 2020 5:30 pm

CORRECTION
Link for Richard Lear’s Peroynitrite , 36 Diseases of the Digital Age is:
https://www.researchgate.net/publication/336778115_Dirty_Electricity_Invisible_role_in_the_US_Health_Crisis
Sorry my bad.

David Walker
Member
David Walker
January 26, 2020 11:21 pm
Reply to  Carbon Bigfoot

There is much opposition to the 5G rollout. One negative bit of information circulating about 5G is that the wavelengths are of such frequencies to destroy CO2 in the air. That, if true, strikes at the plant kingdom’s need for CO2. Already there are many reports of trees out west just up and dying from perhaps another cause. 4G utilizes microwaves but 5G will require a new spectrum band of much higher frequencies, millimeter and sub millimeter waves. These are waves the Military have weaponized as in the crowd dispersal called Active Denial Systems. Much of technology development is because of a need, a convenience, corporate profit or even “…because we can”. What is not generally, if at all, factored into new tech and new chemical rollouts are the sustainability within the environment. Monsanto and the like with GMO, insecticides like RoundUp causing cancer and Bee Colony Collapse and the like. They meet one need but spawn collateral damage and a multitude of other problems. Many health Researches speak adamantly about the dangers with 5G radiation exposure and basic smart phone exposure near children.

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jawbreaker
Guest
jawbreaker
February 7, 2020 9:37 am
Reply to  David Walker

Could you please provide a source for this? Does not make any scientific sense that CO2 would be affected by millimeter/submillimeter waves, even if there were constructive interferences. Even if it does, the CO2 level in a given area would immediately equalize via diffusion. Thanks.

kadota1
Member
kadota1
February 18, 2020 2:02 am
Reply to  David Walker

Trees here in Cali are dead from insects primarily and disease that has been around before man. Perhaps this cause!!!!! Roundup? Another great fiasco. I’ve used it close to 40 years daily in Cali primarily to get rid of Bermuda grass. Gotten it all over me at times took no great precautions. Am 70 started at 30. NO PROBLEM. No real proof in these multi million dollar verdicts is ever tied directly. I guess if I come down with something in the next few years like dementia I guess I’ll be able to have a payday for my heirs??? This is a country soon to implode and we all deserve it. Stupidest place on earth.

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TheMerlin
Member
TheMerlin
March 2, 2020 5:23 pm
Reply to  kadota1

I have a close friend retired from Monsanto who was responsible for Roundup analysis and he swears there is no validity to what is being said about Roundup. He describes Roundup as a super fertilizer and that’s what kills the plant just as when you drop too much regular fertilizer in one spot on your lawn. His analysis consisted of checking farmers who use it at much higher quantities than the casual gardener.

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paul
Member
paul
March 25, 2020 4:58 pm
Reply to  kadota1

I don’t understand why one would use round up when gasoline will perform the same function for less cost as a weed killer?

tanglewood
February 8, 2020 9:23 pm
Reply to  Carbon Bigfoot

Hi Carbon Bigfoot Do you have a link for Greenwave International? I see their products on Amazon but I could not find the company website.

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Carbon Bigfoot
Guest
Ron T.
Member
Ron T.
January 26, 2020 1:47 pm

WIFI -Canadian stock exchange. Maybe this small company does have the answers to stop the radiation that 5G produces.

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jflynch
Member
jflynch
February 7, 2020 4:49 pm
Reply to  Ron T.

I purchased Gilt which was bought out by CMTL. I was also considering buying WIFI as they were rated quite well. Have to wait to see if the buyout goes thru ok and receive cash and shares proceeds.

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Pete Stiles
Pete Stiles
April 24, 2020 11:58 am
Reply to  jflynch

I read the Commtech/Gilat Special meeting agenda and have received my balllot for voting on the “merger”.
All shareholders are invited to this special meeting but, well, seeing as how it’s in Tel Aviv, and my AR won’t be out of the shop by then, I guess I’ll vote on line.
The very lengthy document I reviewed quoted $7.18 cash per Gilat share and a 1/12 share of Commtech for each surrendered Gilat share. Analyzing the deal as well as I am able to, there is only a minimal cash benefit (profit) for a Gilat shareholder when or if the deal goes through.
And receivng one share of Commtech for each 12 Gilat shares you’ll be losing wasn’t in any way appealing in my perspective.
In essence, the public investors in Gilat won’t realize the but a fraction of the potential growth in equity they anticipated and actually risked their money for.
A clever way to shift the benefit potential for both company’s insiders.
So I invested in some Commtech shares, just to attempt to stay in the game.
I’m pretty skeptical of both of these companies at this point though.

David
Guest
David
February 7, 2020 8:54 pm
Reply to  Ron T.

Ron T — I bought WIFI yesterday and am thinking it is the best 5G small cap bet. That being said INSEEGO under $8 ps price is also looking attractive. 5G stocks are like healthcare/solar — got to have them in the portfolio. Oil and Gas — not so attractive. One of the things I really enjoy about gumshoe is the discussions — thanks to all who take time here to make an additional contribution.

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Torospartan
Torospartan
January 30, 2020 9:51 pm

Is the offer price fixed or variable? I read the offer was 10.25 (70% in cash and 30% in CMTL stock ). If it is fixed then if the deal goes through you net $0.77 per share based on today’s closing price.

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Sidney Belitsky
Guest
Sidney Belitsky
February 3, 2020 9:34 pm

Would you recommend buying?

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Tommie
Member
Tommie
February 1, 2020 10:26 pm

So we should be CMTL as the 5G Master Key?

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Dave
Dave
February 6, 2020 8:15 pm

This was on Fidelity’s page today, any thoughts, GILT VS – Starlink?

Space Exploration Technologies Corp., or SpaceX, plans to spin off its space-internet business Starlink, according to a Bloomberg report on Thursday that cited SpaceX President and Chief Operating Officer Gwynne Shotwell’s remarks at an investor event in Miami. “Right now, we are a private company, but Starlink is the right kind of business that we can go ahead and take public,” Shotwell was quoted as saying. “That particular piece is an element of the business that we are likely to spin out and go public.” Privately held SpaceX has launched hundreds of Starlink satellites, and Starlink is expected to start delivering internet services this summer. Elon Musk is the chief executive of SpaceX and Tesla Inc.

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Denis
Member
Denis
February 7, 2020 12:42 pm

Who is (are) Gilat’s major competitors?

SageNot
Guest
SageNot
February 7, 2020 1:01 pm

Who is Carbon Bigfoot to speak of very serious diseases like skin carcinomas and blindness via micro waves Travis??? If any of that info is really true, 5G IS DEAD (D.O.A.!)

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Swampguy
Member
Swampguy
February 7, 2020 2:26 pm
Reply to  SageNot

So the entire World is now clamoring for 5G, the future of all working things will be dependent on it and it’s happening now, everything we’re hearing about AV’s, Internet of Things, lightning-fast computers and phones, et al. And it’s a life-threatening health risk??? Odd that the first time I hear of the impending disaster that’s about to take us all down is on this website’s comments page.

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pssst2020
Guest
pssst2020
February 8, 2020 10:43 pm
Reply to  Swampguy

It is EVERYWHERE in Health studies, research via NCBI.

LaVerne
Guest
LaVerne
February 16, 2020 11:35 pm
Reply to  Swampguy

I have heard of 5G’s negative aspects before.

Carbon Bigfoot
Guest
Carbon Bigfoot
February 17, 2020 7:45 am
Reply to  Swampguy

Our group of science professionals at Principia Scientific have been publishing many articles:
https://principia-scientific.org/?s=5G
Any and every thing you want to know but were afraid to ask.

andysurg
February 7, 2020 4:05 pm
Reply to  SageNot

kinda like “Global Warming” .. pro/cons and Hyperbola 😉

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Carbon Bigfoot
Guest
Carbon Bigfoot
February 17, 2020 7:16 am
Reply to  SageNot

https://ehtrust.org/scientific-research-on-5g-and-health/
Don’t shoot the messenger—become informed.

david west
Member
david west
February 23, 2020 9:51 am
Reply to  Carbon Bigfoot

Yes, become informed, by all means……who is biased.?Does the climate change denial ‘community’ have an incentive to confuse and dis-inform? Did the conservative “Think-tanks” and their corporate sponsors end up on the right side of history when they also accused “left-wing liberals’ of being arrogant elitist,conspiring with scientists sucking on the teat of the government when sounding the alarm on the dangers of lead in paint, cigarette smoking, asbestos exposure, and black lung disease ?
OH, and of course, by all means stay away from Wikipedia on climate change— yet another elitist left wing conspiracy to enrich scientists who are actually part of a vast underground movement using fear in order to nudge all of us sheep to accept a one-world government that will surely take away our guns and all of the liberties we now hold so dear….
“From about 1990 onward, American conservative think tanks had begun challenging the legitimacy of global warming as a social problem. They challenged the scientific evidence, argued that global warming would have benefits, warned that concern for global warming was some kind of socialist plot to undermine American capitalism,[282] and asserted that proposed solutions would do more harm than good.[283 ] Organizations such as the libertarian Competitive Enterprise Institute, as well “as conservative commentators, have challenged IPCC climate change scenarios, funded scientists who disagree with the scientific consensus, and provided their own projections of the economic cost of stricter controls.[284]

victory
victory
February 26, 2020 12:35 pm
Reply to  david west

All due respect global warming happens whether we like to accept it or not BUT humans are but a minute part . Anything from the radical left has to be taken with a grain of salt PERIOD. Listened to Bernie of late,geez???
Volcano’s seem to be a major contributor . Very little today is truly 100% safe . Still, humans are but a small part of the problem of GW

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ggswift
February 29, 2020 2:45 pm
Reply to  victory

Bottom Line folks simply , “Follow The Money ” and you will find those promoting The Global Warming Hoax are well compensated for the articles they write or otherwise spreading the propaganda of the left!

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TheMerlin
Member
TheMerlin
March 2, 2020 5:33 pm
Reply to  ggswift

Exactly…

Carbon Bigfoot
Guest
Carbon Bigfoot
February 17, 2020 7:33 am
Reply to  SageNot

Attended “The 5G Summit Event” with 40 professional scientists, engineers, medical specialists and policy makers. It was eye-opening and disconcerting:
https://the5gsummit.com/. It was paywalled but maybe accessible through the link.
Here is an example https://www.youtube.com/watch?v=IVcF7PlSv9Y

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Glenn
Glenn
February 12, 2020 12:25 am

Ive heard a lot about Massive Money being spent on Low Orbit Satellite Internet Service while AVAV announced on Creamer”s Mad Money they were gonna do it with Totally Solar Powered Drones thus wiping out competition. Who am i to believe?

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Tom
Member
Tom
February 13, 2020 11:52 am
Reply to  Glenn

How will those drones fly at night?

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David Jones
Guest
David Jones
February 14, 2020 11:50 am
Reply to  Tom

energy stored during the day??

Kevin Lyle Wilson
Guest
Kevin Lyle Wilson
February 15, 2020 8:23 pm
Reply to  David Jones

What if it’s dark a week or more everybody’s yards full of drones?

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Carbon Bigfoot
Guest
Carbon Bigfoot
February 17, 2020 7:39 am
Reply to  Glenn

https://www.cellphonetaskforce.org/ Here is a source of information and one of my favorite charities.

Manfred Humphries
Member
Manfred Humphries
February 21, 2020 9:40 pm

Hold it.. did I miss something? How does a satellite backhaul system make 5G signals pass thru glass, wood, concrete, steel and plant matter? It may obviate miles of fibreoptics, but how does it let a tiny wave penetrate things that trap it? Hmm…

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Mark
Member
Mark
February 23, 2020 8:31 am

Did anyone ever invest in the stock? If so, how is it doing for you? If not, why not?

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C. Davis
Member
C. Davis
April 14, 2020 4:39 pm
Reply to  Mark

I did ! 2k shares ! I expect Good Results.

supercal
Guest
supercal
March 5, 2020 9:43 am

“Without littering the landscape with thousands of expensive and unsightly towers and antennas.”

This seems to suggest it’s something else. How would a backhaul solution do this?

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supercal
Guest
supercal
March 5, 2020 9:55 am

What that quote suggests to me is that this ‘materkey’ technology removes the need for the large numbers of 5G antennas that would have to be installed to get coverage inside of buildings etc. A backhaul solution would not do this. Am I reading it wrong?

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supercal
Guest
supercal
March 5, 2020 10:29 am

Re: “Satellite antennas instead of towers”

… sorry, I’m confused, how do satellite antennas replace towers with 5G antennas? You still need the 5G antennas.

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supercal
Guest
supercal
March 5, 2020 10:40 am

… and backhaul solution doesn’t solve handset 5G signal loss problem that E.B. Tucker demonstrates in this video on the teased company…
https://secure.caseyresearch.com/?cid=MKT443726&eid=MKT452459&assetId=AST126337&page=1

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Sonna Elliott
Guest
Sonna Elliott
March 11, 2020 11:05 am

How do I invest in masterkey? With whom? What company?

backoffice
Irregular
March 23, 2020 1:09 am

Still picking $GILT on this one Travis? Thanks

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Woodwork
Member
Woodwork
March 26, 2020 7:22 pm

I’ve worked on telecom network roll outs in 24 countries (including 10 in Africa).
This tease is a scam and satellite will not connect 5G cellphones to the network. Satellite could be useful for rural backhaul – ie. connecting base station electronics on the towers and masts back to the central data centres and switches.
The more likely 5G development is very small, miniaturized cells on lightpoles and built into billboards and adhered to the sides of buildings. These will be the size of a home WiFi router.
And Tucker is showing the wrong 5G handset – it should be the Samsung S20.
5G spectrum is not yet settled by the ITU/GSMA. My own experience is that 3.5GHz is best. It is closest to the 2.3GHz and 2.6GHz most commonly used for high speed 4G. Note that for rural applications, GSM800 and GSM1900 (in USA) is being recycled for 4G.

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inperpetuity
Member
inperpetuity
March 31, 2020 12:52 am
Reply to  Woodwork

Thanks for the insight, Woodwork.
This seems to be the key prob to investing in 5G rollout – there are a lot of conflicting players all with a serious stakehold in developing their technologies, and existing technologies with large installed bases which are remastered or improved can often be a big part of the answer going forward.

This is why I seriously doubt that any one small company, even if it does hold a paradigm-changing key to it, is going to achieve these returns. The key thing is that the big companies will buy up the smaller companies of various approaches to solving the 5G puzzle, and maybe, just maybe there will be a clear emerging winner like Qualcom was.

The Buffets and Soroses of the world are taking big bets (though relatively small stakes for them) in 5G companies who they think are the most likely to a *part* of the solution – and that’s solid investing. None of them are going to make 10000% but then all of them will probably ride the wave of 5G. Whether it’s this or that tech, ultimately the demand for bigger and more reliable bandwidth is insatiable, and that is a wave worth investing in.

My best guess is to keep an eye on the purchases the medium-big companies in the space make and make a couple of investments across the industry based on both solid performance and possible leading tech. That should provide a pretty healthy return in the medium to long term.

And take advantage of these times by use the crash to get into these using DCA. Just don’t get caught up in FOMO, because we probably haven’t seen the absolute bottom yet and none of these companies are going anyway soon.

I personally think in the short term there are better places to be looking to invest, and this bear market will continue for the year at least, and while it has stabilised at present after factoring in the probably default of junk bond debt in the US shale industry, if sub-prime market gets hits then we should see much lower lows in the S&P yet.

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C. Davis
Member
C. Davis
April 14, 2020 1:39 pm

Should Not the 2Trillion $ business stimulus package by our Government add a significant Boost to the 5G Rollout plan by most of the currently functioning companies ? I do believe that this will surely increase our opportunies .
I tend to agree with Travis that (GILT) is the likely candidate at about $7 a Share.

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