IR social media pragmatist. Posts on client & other stocks, investor relations + quirky stuff. Posts are my views & are NOT endorsed by our clients.
New York City
Joined August 2010
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Wow - what a difference a day makes! The nanocap markets are crazy!
$BKYI is doing better today ; )
David
ATTN: Value Investors
Shares of our biometric identity/authentication client $BKYI remain pressured - with a
$3.1M market cap vs.
$3.7M in cash
$6.7M TTM revenue
$6.6M book value
0.5x Rev. vs. peers at 2.8x & 6.9x
ATTN: Value Investors
Shares of our biometric identity/authentication client $BKYI remain pressured - with a
$3.1M market cap vs.
$3.7M in cash
$6.7M TTM revenue
$6.6M book value
0.5x Rev. vs. peers at 2.8x & 6.9x
I can't imagine $BKYI's market cap will remain at a discount to cash / book value or industry multiples for long - so I encourage you to take a look - and feel free to contact me with any questions [email protected] - we represent BKYI in its IR program
Just a reminder of some key BIO-key $BKYI valuation metrics... including a market cap that is lower than our adjusted cash position...
I should add that the bulk of $BKYI's $6.7M in TTM revenue is high margin recurring SaaS revenue that typically earns a multiple rather than a discount...
This quoted post is unavailable.
I'm not a technologist - but $BKYI's biometric authentication seems ideal for solving enterprise and agentic AI controls - tying actions to individuals rather than passwords or tokens/keys...
The enterprise blind spot $BKYI solves
hardware security keys are invisible to organizations that issued them: IT typically can't see sites/systems they have been registered with, can't approve new ones, & can't revoke access w/o collecting the key
globenewswire.com/news-relea…
Nice to see $MOBX progress in its defense/aerospace biz as it builds out the critical minerals & drone solutions legs of its "national security matters" platform. Their frmr Microsemi mgmt team is pursuing an M&A grwth strategy that led to a $10B exit - so worth watching!
Mobix $MOBX Expects Fiscal Q4 Revenue to Exceed $1.6 Million, Above Midpoint of Guidance bit.ly/4rq7aig #defense #aerospace
$MITQ reports Q4 results on Thursday with a call at 11am
THIS IS THE YEAR WE WENT BACK TO THE MOVIES.
- a favorable backdrop for cinema equipment & service providers like our client Moving iMage Technologies $MITQ @MovingiMageNews
+ $IMAX $DLB $DBOXF $BCNAF $UHOIF $NCMI
via Bloomberg Businessweek
bloomberg.com/features/2026-…
Shout out to @graffeocoffee - their coffee is so good that I have started a periodic subscription - because I thought of it regularly going back to over 10 years ago when I first tried in San Francisco. Also their customer service is tremendous! Check them out!
A map of $SPCB's accelerating growth in electronic offender monitoring awards just in the US since 2016. Many states are small initial county projects with room to grow/expand into other jurisdictions. It's impressive and seems the trend could continue.
Great to see $BKYI back on Nasdaq today - volume and share price are benefiting from the move
$BKYI BIO-key Regains Compliance with Nasdaq Listing Rules; Nasdaq Trading Resumes on Wednesday, July 8th. #Cybersecurity #Authentication globenewswire.com/news-relea…
Great to see @BIO_keyIR $BKYI returning to Nasdaq tomorrow!
$BKYI BIO-key Regains Compliance with Nasdaq Listing Rules; Nasdaq Trading Resumes on Wednesday, July 8th. #Cybersecurity #Authentication globenewswire.com/news-relea…
Leaning into its Europe & Middle East traction, $BKYI Showcases Passwordless & Biometric Identity Solutions at Jordan Banking Cybersecurity Workshop in Amman July 6th stocktitan.net/news/BKYI/bio…
this put a smile on my face!
Is this the LAKE ERIE MONSTER?! 🐉 Bill and Mary haven't stopped arguing long enough to confirm. Someone tell them to look over their shoulder. 😉 Let us know if you’ve ever seen it. #WeeklyWorldNews #LakeErieMonster
Who says IR can't be fun?!
My "guess who's NOT a centimillionaire" shot circa 1992 with @KenGoldin and @SHAQ in Orlando.
Ken's company, The Score Board, had just signed Shaq to an exclusive autograph/memorabilia contract and we organized the press conference.
Nice pickoup by @DefensePost:
$MOBX @MobixLabs_MOBX to Acquire Vision Aerial, Enter US Drone Manufacturing Market
thedefensepost.com/2026/06/0…
also mentions $AVAV $ESLT $RCAT $DPRO
$ACFN - Possibly The Smallest Stock the Motley Fool Ever Recommended? Inside Acorn Energy's $45M Bet via @themotleyfool @ACORN_IR
youtube.com/watch?v=QZfol5EO…
$MOBX signs binding Letter of Intent to acquire Vision Aerial a Montana-based manufacturer of drones, the latest step in its strategy to grow through targeted, mission-critical acquisitions.
investors.mobixlabs.com/news…
