WeighUp

@ValueHunter7 @j16425646 You are one of those people who think large/huge orders are a problem for a company with gross margins > 60% and EBITDA margins > 40%. Think positive man, life is too short. Purchase Order Financing is not an issue.

@j16425646 Another point I would like to understand is how they plan to fund all of the upfront costs of rolling out these new contracts $SPCB

$SPCB should be up significantly today. The CEO intentionally highlighted its lagged revenue recognition from new contracts on this morning's call. With Romanian orders resuming and Sweden and Germany just starting to kick in, sales are about to burst higher.

@ebarica @DocCPA78 @JackJuliano3 @GagHendo007 @Aksel465 @Lil__Oaty @dayansb1986 @SingleBestIdeas @j16425646 @CapstackCapital @ValueHunter7 Add @Slapper10101 he finds great info

To $SPCB investors: I created a discord group so we can share information more easily. discord.gg/CzmdGbX9Y @DocCPA78 @JackJuliano3 @GagHendo007 @Aksel465 @Lil__Oaty @dayansb1986 @SingleBestIdeas @addictedtostock @j16425646 @CapstackCapital @ValueHunter7

@DocCPA78 @ebarica @Phoenix_FFM Hope you’re right, i’m still a little worried about the Israel revenue keeping up to 2025‘s number

You will look back on this Thursday morning and laugh…hopefully. Currently overbought on RSI, and maybe shorts giving it one last go before Thursday Q1 earnings. I’m thinking we are in the last few days of getting such a bargain here before a possible re-rate on this stock begins…🤞🤞🤞

$SPCB This stock is jinxed. Whenever I go purely by fundamentals the stock refuses to go up. Currently down 7% on the day while the stock has nothing but good news recently. 🤬

@JackPrenter If you open the “Procedure Details” tab you will see “SuperCom”

@JackPrenter Budget is 3X originally reported op.europa.eu/en/web/public-…

$SPCB I don’t think people understand the magnitude of this!

@JackPrenter Prior to the amendment to the Violence Protection Act

@addictedtostock The initial budget doc appears to plan for ~400 units, so I think it'll be hard for them to buy more than that this year. Spain is at ~3000 units AFAIK and they are years ahead on a similar program. I tend to agree they'll scale up massively, but it could be multiple years away

@JackPrenter $1M is -420 units which is 0.015% of the 266,000 reported cases from 2024 which is probably closer to 300,000 in 2026. I think the numbers you are modelling are extremely low. Try 1% - 3000 units or 2% - 6000 units or 3% 9000 units. DV is a serious issue.

@Aksel465 I'm modelling for around 1m EUR incremental revenue. Maybe this expands up towards Spanish level of usage, but that's not going to happen for multiple years. "it is likely that this measure will be applied only to high-risk cases"

@JackPrenter Yes that is understood, it says as much in the article. If 2% or 3% are tagged and the program grows to maybe 5% or 10% those are still huge revenue numbers. If EM is shown to work to prevent DV it will grow rapidly. No price too high for public safety.

@addictedtostock The headline is wrong. The bill does not require, it only gives the court the option to mandate tracking and is likely to be used only in the highest risk cases.

$SPCB "Restraining Orders Are Not Enough"... Germany to Require Electronic Ankle Bracelets for Domestic Violence Offenders In Germany in 2024, the number of domestic violence victims reported to the police reached 266,000, a 17.8% increase from four years prior.

$SPCB page 5: lead to a one-time additional Effort of approx. 1 817 545 euros and to an annual additional expense of approx. 16 117 285 euros. F. Other costs It is estimated that in the core judicial area from the year 2027 annual Further costs of 71,819.56 euros will be incurred

$STNE only repurchased 314K shares in April. Wtf

$STNE thankfully I sold this turd before the dividend. The April buyback is pathetic 300K shares compared to 6.3M in March. I’m hoping there was some Legal recently bought back so little because of the dividend. I’m buying back in slowly, but they better up the buyback in May.

@dexapiko @Quality_stocksA You should checkout $SPCB if you like AXON. Same business model 10 years earlier and currently micro cap.

@Quality_stocksA $AXON ?

5 stocks sitting close to the buy zone 📈 Are any of these on your watchlist? 🇺🇸 Zoetis $ZTS Current price: $119 Buy zone: $113 🇺🇸 Automatic Data Proc. $ADP Current price: $201 Buy zone: $199 🇳🇱 Wolters Kluwer $WKL Current price: 64€ Buy zone: 60€ 🇺🇸 Adobe $ADBE Current price: $239 Buy zone: $235 🇺🇸 Servicenow $NOW Current price: $97 Buy zone: $86

$SPCB 2/2 devices with proprietary energy efficiency algorithms designed for long battery life and high operational reliability. The platform supports a broad range of public safety programs”

$SPCB 1/2 “SuperCom's PureSecurity Suite is a best-in-class electronic monitoring platform offering advanced GPS and RF tracking, anti-tamper mechanisms, secure communications, extensive historical data, seamless third-party system integration, and ultra-lightweight tracking …

$SPCB “We believe this momentum across the U.S. reflects growing market recognition of our ability to deliver advanced, field-proven electronic monitoring solutions to meet the evolving needs of modern public safety agencies," Trabelsi concluded.”

@ValueHunter7 @NestBetter I think mean didn’t, as in the past. $SPCB had to make investment for the future. The cash will start rolling in now as current receivables are paid. And if they get more giant contracts which require more investment for the future, all the better.

@NestBetter What I dislike from $SPCB, in addition to the convoluted financial statement with several adjustments for mistakes of the past, is that it doesnt generate cash. To grow it needs to raise equity or debt and that is not a great position to be in for a microcap

Big. $SPCB

@NestBetter @Lipton7676 @Slapper10101 Big buyer came in swept the offer up to $9.90 on solid volume, was on the bid -50K shares at $9.90 for a while, went away, came back later and swept up more shares. Why he/she did that? good research happening here? they know something? swept liquidity yesterday? Who knows?

@Lipton7676 @addictedtostock @Slapper10101 Ya I'm long, more so interested in what moved the name 10% today

$SPCB @slapper10101 "opportunities to grow the contract value meaningfully if additional programs are added." What an understatement. Your research is moving markets now. Same applies to Germany, Israel and other contracts. Keep up the great work!

@Slapper10101 It’s been a struggle for Jemtec. Possible acquisition Ordan keeps talking about?

@Slapper10101 True, seems the door is opening for EM all over the western world and $SPCB is riding the wave.