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Message: Attention! This will be a positive spin of the current situation!

Attention! This will be a positive spin of the current situation!

posted on Jul 19, 2009 10:42AM

If we assume the lastest pr is because RG wants to be 150% compliant with SEC regulations then it's logical to assume that all the information on the PTSC website has to be considered as 100% truth.

And if all is true and more important everything said so far is just meant as it is said WITHOUT anything to be read between the lines, THEN the story could be very simple (and positive) as you can read in the Company History:

- In 2007 PTSC acquired 46% of Holocom (target group: military, government agency, defense contractors)

- In 2008 PTSC increased its ownership in Talis Data (target group: government, military and enterprise customers)

- In 09/2008 PTSC acquired Crossflo (target group: homeland security, justice and public safety, public healthcare)

- In 12/08 PTSC acquired Iameter enhancing Crossflo's portfolio (target group: healthcare and more)

- In 03/09 PTSC acquired Vigilys enhancing Crossflo's portfolio (target group: justice and public safety)

- In 06/09 PTSC "merges" Crossflo and the acquired entities and software technologies under a new name: PDSG

- In 07/09 we learn two papers from PDSG have been selected for presentation at the 2009 NIEM - the most important event on the NIEM for more than 600 IT professionals from around the US

- In 07/09 PTSC retains Greg Baroni to prepare a strategic assessment of PDSG's operations

The purchase of 20% of Avot might be an important piece in the PDSG offering regarding its ability to deliver videos to mobile devices - perfect for applications in the homeland security, public safety and military area (you might check the features of the Vigilys solutions and connect it with the features of Avot's tip-motion. Vigilys has been SYS Technologies flagship product before SYS merged with Kratos so one has to wonder why it has been sold to Crossflo for only some bucks...).

If you put all this together it looks like a significant player for IT security/data solutions for the military, homeland security, healthcare and government/justice has been built up and is ready for the next step - which could be a merger/acquisition of another (bigger?) entity. Thus Mr. Baroni got engaged to figure out the value of PDSG in order to make the right offer to this other entity.

Or do all these different steps look as if someone mixed it up and suddenly recognized "Oooopps! The work of the last two years was wrong, there are no markets, no money, we are surprised the revenues don't come in as planned!" - hm, I doubt that someone like RG wouldn't be aware how things get handled in the governmental environment...

Despite the last assumption regarding the main task of Mr. Baroni all the things said above are facts - now let's look at some other facts (and allegations) since March 2008:

- RG purchased some hundred of thousands shares in March 08 accompanied by Mrs. Felcyn, Mr. Falk and Mr. Bibeau (between $0.31 and 0.38) and everybody thought this to be the start of the good times - IMO it was a smart move to put themselves in the same boat as us ("we suffer the same losses as you normal shareholders!")

- The MMP sold new licenses but obviously for small money

- Suddenly Mr. Moore starts a blog giving exciting and incredible inside informations - creating an atmosphere of uncertainty re the MMP, culminating in the rumor of THL trying to sell the MMP

- The company stopped its IT efforts according to a mail I received from IBIS and is planning to start it again in September 2009

- The company tells us on a Thursday it "does not feel that it has adequate information on which to reasonably base an updated revenue projection at this time." – well, none asked for an update on revenue projection six months before year's end if the 10K is just four weeks away where he could tell this. Or do you think something has dramatically changed in the last two months since the company's fiscal year's end?

- On Thursday and Friday 1,7mio shares are traded...

- And next week we'll see the "new" '584 patent and maybe new developments with the other patents in the coming week (remember the stay in California due to the expected USPTO decisions?)

Now comes the positive spin of all this (Watch out! This is MY storytelling!):

- PTSC is building up the umbrella under stealth mode

- The shareholders are getting more and more concerned because of the activities by Mr. Moore, TPL and the strange communications by PTSC (I've always said one of the main goals of the company is to get rid of the OTC-investors)

- Every NORMAL investor will refuse to put ONE Cent in this company

- And in the meantime Ibis and Imperial are working hard to attract new investors

- In a time frame of one year these new investors are able to purchase PTSC stock as cheap and as hidden as possible

I'm not sure if the MMP will recover completely but my gut tells me there is very big money involved and IMO the way the company publishes the revalidation of the '584 patent will point the way to the future.

In a nutshell: Maybe what the company is doing and what they are telling us are two different animals, but the one of the main skills of the new CEO had to be exactly this: To do the one thing (build up the company) while telling the other (can't speak about the MMP, uncertain future of PDSG etc.).

All IMO and did cost me half an afternoon to write this all down...lol..;-)

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