Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Idle cash with no plans to use it.
Growth never seems to materialize.
Dropping coverage to make room for new companies.
Satellite spectrum band hardware and software. For example, on all the fire trucks in New Zealand. Global supplier of ground in mobile vehicle-based hardware and software. Yield of 2.78%.
Run by Leslie Klein who does nice things with his mobile satellite equipment. A nice company. Not followed very much, and he doesn’t know why someone doesn’t pick it up. A good speculation. 3.5% dividend yield.
(A Top Pick Oct 31/13. Down 37.39%.) A nice company and he hasn’t totally fathomed why it is found wanting. It has Internet services in a mobile station, in a van, that crosses Australia and you can get satellite communication on the move. Pays a nice dividend.
Very surprised that none of the research people actually cover this stock. A nice little attractive company which does mobile Internet communications. A pretty proprietary technology and could be sold at some time. Has a policy to pay a dividend, currently at about 3.5%.
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