GEO Investing

By Josh Franklin , Guest Contributor Many companies have strong contracts and business relationships that are tied to non-disclosures, so it difficult to see where the revenues or future business partners are, or could be. Unfortunately, it hurts shareholders and […]

The stars continue to line up for UTStarcom Holdings Corp (NMS:UTSI). Guoping Gu and his affiliates, Shanghai Phicomm Communication Co., Ltd., Phicomm Technology (Hong Kong) Co., Limited, The Smart Soho International Limited, and Chongqing Liangjian New Area Strategic Emerging Industries […]

We had previously pointed out a transaction that looked to be taking place in UTStarcom Holdings Corp (NMS:UTSI) wherein a group of investors were selling a large chunk of shares at a substantial premium to an activist investor. According to the […]

The GeoTeam has uncovered what we believe to be a brand new information arbitrage once again on Utstarcom Holdings (NMS:UTSI) that supports our previous assertions that the company could be poised for meaningful upside.  Our premium members have been kept […]

Summary On August 7th, UTSI filed an amended 13D/A , inclusive of a Binding Term Sheet, where nearly 12 million shares are planned to be sold between investors for a premium of over 200% of the current share price The […]

Inteliquent Inc. (NMS:IQNT) is the latest technology company that GeoInvesting has elected to follow, due to what appears to be a compelling case for the company to possibly close the valuation gap with its peers.  While we hold no position in IQNT, our […]

By Josh Franklin, Guest Contributor Make no mistake about it, China Techfaith (CNTF, ~$1.15) carries a big stick when it comes to its balance sheet. While it has been a value trap for the past 12 months, it’s now ready […]

By Josh Franklin (jkvaluefund), Guest Contributor In 2009, Apple (AAPL) licensed Siri from Nuance (NUAN) for an undisclosed amount and inevitably changed the way consumers search for day to day information on their smart phones. In 2010, AudioCodes (AUDC) acquired […]