Another day, another 5G tease — only this one is a bit odd, since it comes in the form of a teaser pitch for an energy-focused newsletter, Keith Kohl’s Energy Investor over at Angel Publishing ($99/yr). These ads started rolling just before the holidays, the earliest one I saw was on December 20, but I just got a bunch of questions about it today so I guess they’re still circulating widely. So what’s the story?
Here’s a little taste of the ad, which opens with a photo of a generic office park complex:
“You would never know it from the outside of this building…
“But right now, a fleet of trucks is leaving this highly secure, nondescript warehouse in upstate New York.
“Inside these trucks are tens of thousands of tiny modules.
“Each one is tiny, no bigger than 10 grains of salt.
“And this brand-new hardware is a vital component for the 5G revolution.”
This is actually an easy one, since we’ve seen that building before, but let’s just run down a little bit of his pitch before we toss it to the Thinkolator for confirmation…
“This is about a government-mandated program I call 5G-Volta.
“5G-Volta could be your shortcut to tremendous wealth in the year ahead.
“Because this program is expected to be as big as $1.5 trillion.
“It’s by far the biggest 5G story of 2021.”
And this is how he sqeezes a 5G story into an energy-focused newsletter:
“This technology is on the brink of epic demand. As I said, 5G-Volta will turn a $3 trillion industry upside down.
“This industry is at the core of our national defense, vital emergency services, critical infrastructure, and economy.
“You see, 5G sensors based on this tiny module will soon be sitting on 1.58 million high-voltage transmission towers…
“On more than 100 million utility poles…
“In 55,000 substations…
“And in the utility meters of 128.58 million American homes, 18.6 million commercial customers, and 840,321 industrial customers.
“These tiny modules are THE vital components to America’s biggest infrastructure overhaul we’ll see in our lifetimes…”
So it’s not just a gazillion iPhones and cellular antennas, it’s that 5G will enable the “internet of things” to monitor, control and modernize the electric grid.
And there’s plenty of push in government to invest in infrastructure in general, with the modernization of the power grid being a key part of that….
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“… our power grid is the biggest “machine” in the world and it hasn’t seen a bigger upgrade since it was built more than 100 years ago.
“You can jump on this $1.5 trillion project by simply buying this tiny company’s $8 stock for four-digit gains.
“Just like those who had the foresight to jump on the smartphone, the streaming, and the gaming revolutions….”
So apparently the power grid is “in dire need” of these “modules,” providing sensors to alert of failure (among other things), and 5G makes it feasible to connect these thousands of new sensors.
And then he gets a bit more hypothetical, if you ask me…
“… the biggest program by far will be 5G-Volta…
“It’s expected to be 24,866% bigger than “standard” 5G.
“Remember, at least 101 million 5G sensors have to be deployed across the power grid… and all of them require this tiny module from one little-known company I’m revealing today.
“This brand-new piece of hardware is the real driver behind 5G-Volta and the reason why a modest $500 stake could turn into $20,945 before 2021 ends.”
And as copywriters always do, they make a big surge seem like almost a foregone conclusion:
“One tiny company will dominate this $2.9 trillion opportunity.
Its 32 patents are the key to this once-in-a-century event.
If this company captures a mere 0.005% of the proposed spending, it’ll experience a 4,089% surge.”
What else? We’re told that at $8 it has a market cap of just $314 million, and that insiders are buying up shares…
“Members of this company’s senior management just spent substantial amounts of their private wealth to buy shares.
“Its chief product officer secured an additional 50,000 shares and now holds a total of 249,127…
“The executive vice president upped his position by 25,000 shares and now owns 193,421…
“And the CEO sits on a staggering 2,962,062 shares after recently purchasing an additional 50,000.”
Why is it that we expect big gains “after January 31?” No details on that are provided, which usually means it’s a made-up date, or they’re just hoping that the next scheduled earnings report will be a big one.
So what’s the story? This is our old friend Akoustis Technologies (AKTS), the maker of RF filters which has been pitched or promoted as a “key to 5G” by Jeff Brown, Ian Wyatt, Chris Wood and George Gilder, among others I’m probably forgetting over the past few years.
And no, it’s not at $8 at the moment — they recently got their first order for a 5G filter assembly for mobile devices, selling filters to go into a chipset which that unnamed customer is expected to sell starting late next ye