Category: Tech

One Stop Systems Inc. (OSS) – Commentary from NobleCon17

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Monday, January 25, 2021

One Stop Systems Inc. (OSS)
Commentary from NobleCon17

One Stop Systems Inc is US-based company which is principally engaged in designing, manufacturing, marketing high-end systems for high performance computing (HPC) applications. The company offers custom servers, compute accelerators, solid-state storage arrays and system expansion systems. The product line of the company includes GPU Appliances, GPU Expansion, GPUs and co-processors, Flash storage arrays, Flash storage expansion, Servers, Disk Arrays, Desktop computing appliances, accessories and parts. The company delivers high-end technology to customers through the sale of equipment and software for use on their premises or through remote cloud access to secure data centres housing technology.

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

    NobleCon17. We hosted One Stop Systems CEO David Raun, CFO John Morrison, and Chief Sales & Marketing Officer Jim Ison at NobleCon17. Access https://channelchek.vercel.app/news-channel/NobleCon17_Rebroadcast for a replay. Management highlighted the long-term growth potential of the Company as well as the near-term impacts of COVID. Management expects to be back to a more normalized business environment in the second half of 2021, based on today’s knowledge of COVID.

    Large, Growing Addressable Market.  The High Performance Edge Computing market is projected to grow from some $3 billion today to over $18 billion by 2027. An ever growing amount of data inputs and a desire to produce actionable intelligence in real-time, onsite, at the point of data acquisition is driving this growth …



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary.  Proper due diligence is required before making any investment decision. 

Information Services (III) – NobleCon17 Observations

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Monday, January 25, 2021

Information Services (III)
NobleCon17 Observations

ISG (Information Services Group) (Nasdaq: III) is a leading global technology research and advisory firm. A trusted business partner to more than 700 clients, including more than 70 of the top 100 enterprises in the world, ISG is committed to helping corporations, public sector organizations, and service and technology providers achieve operational excellence and faster growth. The firm specializes in digital transformation services, including automation, cloud and data analytics; sourcing advisory; managed governance and risk services; network carrier services; strategy and operations design; change management; market intelligence and technology research and analysis. Founded in 2006, and based in Stamford, Conn., ISG employs more than 1,300 digital-ready professionals operating in more than 20 countries—a global team known for its innovative thinking, market influence, deep industry and technology expertise, and world-class research and analytical capabilities based on the industry’s most comprehensive marketplace data. For more information, visit www.isg-one.com

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

    NobleCon17. We hosted Information Services CEO Michael Connors and CFO David Berger at NobleCon17. Management provided an in-depth look at how COVID has impacted the Company, both in the short-term and for the long-term, as well as highlighted the ongoing progress towards financial goals, such as $100 million of recurring revenues, up from roughly $80 million currently.

    COVID: Short-term Negative but Long-term Positive? Obviously, COVID’s impact on nearly all firms’ operating results has been negative.  But for the longer term, the changing business environment COVID has caused should be a net benefit to ISG. Clients have all seen the power of digital and ISG’s services to enable cost reduction or cost optimization, driving new clients and well as deepening …



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary.  Proper due diligence is required before making any investment decision. 

Comtech (CMTL) – NobleCon17 Presentation

Posted on by Admin

Monday, January 25, 2021

Comtech (CMTL)
NobleCon17 Presentation

Comtech Telecommunications Corp. engages in the design, development, production, and marketing of products, systems, and services for advanced communications solutions in the United States and internationally. It operates in three segments: Telecommunications Transmission, Mobile Data Communications, and RF Microwave Amplifiers. The Telecommunications Transmission segment provides satellite earth station equipment and systems, over-the-horizon microwave systems, and forward error correction technology, which are used in various commercial and government applications, including backhaul of wireless and cellular traffic, broadcasting (including HDTV), IP-based communications traffic, long distance telephony, and secure defense applications. The Mobile Data Communications segment provides mobile satellite transceivers, and computers and satellite earth station network gateways and associated installation, training, and maintenance services; supplies and operates satellite packet data networks, including arranging and providing satellite capacity; and offers microsatellites and related components. The RF Microwave Amplifiers segment designs, develops, manufactures, and markets satellite earth station traveling wave tube amplifiers (TWTA) and broadband amplifiers. Its amplifiers are used in broadcast and broadband satellite communication; defense applications, such as telecommunications systems and electronic warfare systems; and commercial applications comprising oncology treatment systems, as well as to amplify signals carrying voice, video, or data for air-to-satellite-to-ground communications. The company serves satellite systems integrators, wireless and other communication service providers, broadcasters, defense contractors, military, governments, and oil companies. Comtech markets its products through independent representatives and value-added resellers. The company was founded in 1967 and is headquartered in Melville, New York.

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

    NobleCon17. Comtech Telecommunications President and COO Michael Porcelain and CFO Michael Bondi presented at NobleCon17. The key takeaway, in our view and as Mr. Porcelain noted a number of times, “Things are looking pretty good.” Management believes the worst of COVID is behind the firm and that the “trajectory of the growth trend is going up.” Comtech is capitalizing on a number of ongoing trends, such as the explosion of data, that should drive operating results northward over time, in our opinion.

    Satellite Ground Station Business.  Management noted the tremendous opportunity in the satellite ground station equipment business. With large numbers of LEO and MEO satellites projected to be launched, this should drive increasing demand for satellite earth station ground equipment. Growth that will be supplemented by the need to upgrade outdated existing equipment …



This research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary.  Proper due diligence is required before making any investment decision. 

DLH Holdings Corp. (DLHC) – NobleCon17 Review

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Monday, January 25, 2021

DLH Holdings Corp. (DLHC)
NobleCon17 Review

DLH Holdings Corp is a provider of technology-enabled business process outsourcing and program management solutions in the United States. The company offers services to several government agencies which include the Department of veteran affairs, Department of health and human services, Department of Defense and other government agencies. It operates primarily through prime contracts and also derives its revenue from agencies of the federal government, primarily as a prime contractor but also as a subcontractor to other Federal prime contractors.

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

    DLH Management Presentation. DLH Holdings CFO Kathryn JohnBull presented at our NobleCon17 conference last week. A rebroadcast is available at https://channelchek.vercel.app/news-channel/NobleCon17_Rebroadcast. The presentation focused on three key areas, in our view: the full service offerings now available with the IBA acquisition, the opportunities presented by COVID, and the ongoing interest in M&A.

    A Complete Offering.  The IBA acquisition provides DLH with a complete service offering across the spectrum of its served clients. The next step will be to cross collaborate among the units to be able to pursue larger and more technically diverse opportunities. Not only will these opportunities drive the top line, but as DLH moves up the value chain, the possibility exists of improved margins …



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary.  Proper due diligence is required before making any investment decision. 

TAAL Distributed Information Technologies (TAALF) NobleCon17 Presentation Replay

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TAAL Distributed Information Technologies (TAALF) President Chris Naprawa at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 2021. Following the formal presentation, Noble Capital Markets Senior Research Analyst Joe Gomes joins Chris to moderate a Q&A session.

NobleCon 17 Complete Rebroadcast

Rekor Systems (REKR) NobleCon17 Presentation Replay

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Rekor Systems (REKR) CEO Robert Berman and CFO Eyal Hen at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 2021. Following the formal presentation, Noble Capital Markets Senior Research Analyst Joe Gomes joins Robert and Eyal to moderate a Q&A session.

NobleCon 17 Complete Rebroadcast

One Stop Systems (OSS) NobleCon17 Presentation Replay

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One Stop Systems (OSS) CEO David Raun and CFO John Morrison at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 2021. Following the formal presentation, Noble Capital Markets Senior Research Analyst Joe Gomes joins David and John to moderate a Q&A session.

NobleCon 17 Complete Rebroadcast

Namaste Technologies (NXTTF) NobleCon17 Presentation Replay

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Namaste Technologies (NXTTF) CEO Meni Morim at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 2021. Following the formal presentation, Noble Capital Markets Senior Research Analyst Joe Gomesjoins Meni to moderate a Q&A session.

NobleCon 17 Complete Rebroadcast

MIND Technology (MIND) NobleCon17 Presentation Replay

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MIND Technology (MIND) Co-CEO, CFO Robert Capps and COO Dennis Morris at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 2021. Following the formal presentation, Noble Capital Markets Senior Research Analyst Poe Fratt joins Robert and Dennis to moderate a Q&A session.

NobleCon 17 Complete Rebroadcast

Information Services (III) NobleCon17 Presentation Replay

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Information Services (III) CFO David Berger and CEO Michael Connors at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 2021. Following the formal presentation, Noble Capital Markets Senior Research Analyst Joe Gomes joins David and Michael to moderate a Q&A session.

NobleCon 17 Complete Rebroadcast

FLYHT Aerospace Solutions (FLYLF) NobleCon17 Presentation Replay

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FLYHT Aerospace Solutions (FLYLF) CEO Bill Tempany and CFO Alana Forbes at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 2021. Following the formal presentation, Noble Capital Markets Senior Research Analyst Joe Gomes joins Bill and Alana to moderate a Q&A session.

NobleCon 17 Complete Rebroadcast