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Friday, May 11, 2012

Towerstream $TWER Sign's its second National Carrier

Yesterday, Tstream reported earnings. Within the 10-q, under the Management Comments, was a comment that they have signed a new national carrier contract.  On the call, Jeff was asked who it was.  He declined to say, but he did say that when they sign the 3rd contract, "the flood gates will open". My opinion is that, so far, Verizon and ATT are not among those that have signed.
Jeff said that they are expanding the offering in new markets and that this summer will be very busy signing up new contracts and building out new nodes. Towerstream has a first mover advantage and will likely be best of breed in the new category.

jWells

Monday, May 7, 2012

Towerstream $TWER Future Developments

Some catalysts are on the near horizon for Tstream. Tomorrow, Tuesday May 7th at 11:35 am Jeff Thompson, CEO Towerstream is the keynote speaker discussing small cell technology and the evolution of the tower business at the Summit. This is great exposure for tstream and it also confirms my thesis that tstream's network is the natural evolution of the tower business.  And, its very very early. In fact, no one really "gets it" yet. But Mario Gabelli said he will be there. I'm hoping this speech gets some more big institutions interested in what Jeff is doing at Tstream and causes some short covering. If this happens and the earnings call is good, we could see the stock move up to around $6, maybe a bit higher. Look for more on this a bit later.

jWells








CTIA Wireless Summit Schedule:  http://www.ctiawireless.com/events/eventdetails.cfm/1467