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Flotek Industries (FTK) CEO John Gibson 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 John to moderate a Q&A session. NobleCon 17 Complete Rebroadcast
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Category: Tech
DLH Holdings (DLHC) NobleCon17 Presentation Replay
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DLH Holdings (DLHC) CFO Kathryn JohnBull and CEO Zachary Parker 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 Kathryn and Zachary to moderate a Q&A session. NobleCon 17 Complete Rebroadcast
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Information Services Group (III) Scheduled To Present at NobleCon17
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Join Information Services Group (III) CFO David Berger & CEO Michael Conners at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 19&20, 2021. Following a formal presentation, a seasoned Wall Street research analyst will join David and Michael to moderate a LIVE Q&A session. If you want to be added to the roster of presenters… or if you would like to join the virtual audience of investors, at no cost, go to nobleconference.com. NobleCon 17 Complete Presenting Company Schedule
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Information Services (III) – Raising PT As Share Price Continues Upward Trajectory
Tuesday, January 12, 2021
Information Services (III)
Raising PT As Share Price Continues Upward Trajectory
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.
Increasing PT. We are raising our 12-month price target on ISG shares. ISG shares have shown strong momentum since the beginning of November, nearly doubling in price. At our increased PT, ISG shares would trade at an EV/S multiple of 1.2x our projected 2021 revenues and 10.8x on an EV/EBITDA multiple on our 2021 EBITDA projection. These multiples remain at a discount to the peer group which trades at an EV/S multiple of 2.0x and an EV/EBITDA multiple of 14.2x based on consensus 2021 estimates.
WFH Trends to Provide Boost. The pandemic will end at some point, hopefully soon, but we anticipate a number of changes in how we work to stick, to varying degrees. We believe a number of these trends will favor the services offered by Information Services, which will bode well for the Company’s future operating results. Digital is the future and the best way to improve efficiency, reach customers …
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) Scheduled To Present at NobleCon17
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Join TAAL Distributed Information Technologies (TAALF) CEO Chris Naprawa at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 19&20, 2021. Following a formal presentation, a seasoned Wall Street research analyst will join Chris to moderate a LIVE Q&A session. If you want to be added to the roster of presenters… or if you would like to join the virtual audience of investors, at no cost, go to nobleconference.com. NobleCon 17 Complete Presenting Company Schedule
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One Stop Systems Inc. (OSS) – Another Contract Win Raising Price Target
Friday, January 08, 2021
One Stop Systems Inc. (OSS)
Another Contract Win; Raising Price Target
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.
New Contract. One Stop Systems has expanded its engagement at a major military prime contractor with its fourth major program win with this customer. Named “Orange Gear,” the most recent award involves building an AI system consisting of a cluster of three OSS custom GPU-accelerated rugged servers, designed to meet the unique power and ruggedization requirements of an airborne application. The latest award continues to build on OSS’s “data center in the sky” strategy, in our view. Although, OSS did not provide any financial details of the latest contract, we do expect these four awards to be significant revenue contributors going forward.
Other Programs. OSS’s other programs with this customer include ground-based missile defense radar simulation, data storage units for radar data in flight, and a single server of AI “data center in the sky.” These awards provide validation of OSS’s technology for mission critical U.S. Navy applications, in our view, and could be a springboard to get a seat at the table for other military programs …
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.
Vectrus (VEC) – A Busy Holiday Period for Vectrus Another Acquisition
Tuesday, January 05, 2021
Vectrus (VEC)
A Busy Holiday Period for Vectrus: Another Acquisition
Vectrus Inc is a U.S.-based company that provides services to the U.S. government. It operates as one segment and offer facility and logistics services and information technology and network communications services. The information technology and network communications capabilities consist of communications systems operations and maintenance, management and service support, systems installation and activation, system-of-systems engineering and software development, and mission support for the department of defense. The facility and logistics service include airfield management, ammunition management, civil engineering, communications, emergency services, life support activities, public works, security, transportation operations and others.
Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
HHB Systems. Monday morning, Vectrus announced its second acquisition in a week, this time acquiring HHB Systems. HHB Systems is a leading provider of high-end solutions for facilities management, logistics, engineering, enterprise operations, and asset management solutions supporting Intelligence Community (IC) projects. Additionally, HHB provides information technology and cybersecurity solutions to select clients. Financial details of the acquisition were not released.
HHB Benefits. HHB advances Vectrus’ ability to deliver innovative, integrated solutions and further differentiates the company as a leader in the converged infrastructure market, in our view. According to Vectrus, the Zenetex and HHB teams work together in the IC market today and expand the opportunities under Vectrus to reach existing DoD and IC clients …
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.
MIND Technology (MIND) Scheduled To Present at NobleCon17
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Join MIND Technology (MIND) CEO/CFO Robert Capps & COO Dennis Morris at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 19&20, 2021. Following a formal presentation, a seasoned Wall Street research analyst will join Robert and Dennis to moderate a LIVE Q&A session. If you want to be added to the roster of presenters… or if you would like to join the virtual audience of investors, at no cost, go to nobleconference.com. NobleCon 17 Complete Presenting Company Schedule
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One Stop Systems (OSS) Scheduled To Present at NobleCon17
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Join One Stop Systems (OSS) CEO David Raun & CFO John Morrison at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 19&20, 2021. Following a formal presentation, a seasoned Wall Street research analyst will join David and John to moderate a LIVE Q&A session. If you want to be added to the roster of presenters… or if you would like to join the virtual audience of investors, at no cost, go to nobleconference.com. NobleCon 17 Complete Presenting Company Schedule
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Rekor Systems (REKR) Scheduled To Present at NobleCon17
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Join Rekor Systems (REKR) CEO Robert Berman & CFO Eyal Hen at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 19&20, 2021. Following a formal presentation, a seasoned Wall Street research analyst will join Robert and Eyal to moderate a LIVE Q&A session. If you want to be added to the roster of presenters… or if you would like to join the virtual audience of investors, at no cost, go to nobleconference.com. NobleCon 17 Complete Presenting Company Schedule
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Voyager Digital (VYGVF)(VYGR:CA) Scheduled To Present at NobleCon17
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Join Voyager Digital (VYGVF)(VYGR:CA) CEO Steve Ehrlich at NobleCon17 – Noble Capital Markets 17th Annual Small & Microcap Investor Conference – January 19&20, 2021. Following a formal presentation, a seasoned Wall Street research analyst will join Steve to moderate a LIVE Q&A session. If you want to be added to the roster of presenters… or if you would like to join the virtual audience of investors, at no cost, go to nobleconference.com. NobleCon 17 Complete Presenting Company Schedule
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Comtech Telecommunications Corporation (CMTL) – 1Q Results Beat Expectations But COVID Impacts Continue
Thursday, December 10, 2020
Comtech Telecommunications Corporation (CMTL)
1Q Results Beat Expectations But COVID Impacts Continue
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.
Earnings Beat. Comtech revenue and adjusted EBITDA came in above management’s and our expectations. Comtech posted 1Q21 revenue of $135.2, compared to $170.3 million in the year ago period. Adjusted EBITDA came in at $14.3 million versus $20.6 million last year. GAAP EPS was a loss of $3.39, versus EPS of $0.26 last year. Adjusted EPS was $0.15 compared to $0.32 last year. We were at $125 million of revenue and adjusted EBITDA of $7.2 million.
Ongoing Contract Momentum. As we have highlighted in past reports, contract momentum continues to build, in spite of COVID. Examples abound with particular strength in the NG911 business. Large opportunities remain, including some LEO and MEO related opportunities which could result in substantial, multi-year contracts if won …
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.
Comtech Telecommunications Corporation (CMTL) – Another Major NG911 Win
Wednesday, November 25, 2020
Comtech Telecommunications Corporation (CMTL)
Another Major NG911 Win
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.
NG 911 Win. Comtech has been awarded a statewide contract valued up to $175.1 million to design, deploy, and operate Next Generation 911 services for the Commonwealth of Pennsylvania. This latest win adds to Comtech’s impressive list of NG911 wins, which include Massachusetts, South Carolina, Northern Illinois, and Australia. The Company continues to seek out additional NG911 opportunities and we believe at least one more major contract could be awarded this year.
Contract Details. Pennsylvania initially funded the contract for $137.4 million, of which Comtech expects to record $111.6 million as a booking during its fiscal 2021 second quarter. The term of the contract is for seven years with a potential three-year extension. We anticipate revenues to begin to flow to Comtech in the fourth quarter of fiscal 2021 and believe the contract could add …
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.