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@MinotaurStocks "@NJCMLAB You are correct: Vodafone Pro X Broadband -- $VOD UK's flagship offering -- incorporates $ALLT's home security offering. We think $ALLT has other significant opportunities in the works at Vodafone too"
@MinotaurStocks on X 2025-07-25 19:29:58 UTC XXX followers, XXX engagements

"Big developments for $ALLT lately from a barn burner Q1 to a clean capital structure (est. $70m+ net cash) to the largest Smart deal in years. Today $VZ's CEO Hans Vestberg shouted out My Biz Plan in yet another +++ sign for Allot. Still early innings"
@MinotaurStocks on X 2025-07-21 14:00:27 UTC XXX followers, 1169 engagements

"$ALLT had multiple 20%+ drawdowns over the past year despite its improving fundamentals. Each of those was a buying opportunity and the stock is +160% LTM. The business is well poised for years of profitable growth in both DNI and SECaaS as evidenced by $VZ My Biz $VOD SECaaS and the T1 EMEA win for DNI worth "tens of millions." FWIW $ALLT handled the convertible note extremely well. The bond would have either converted into 4.3m shares in most scenarios or become an even worse overhang in "grizzly bear" scenarios where the market entered a depression something went wrong in the business or"
@MinotaurStocks on X 2025-07-22 06:57:59 UTC XXX followers, XXX engagements

"@6df4e6d9972a44f ALLT stock has always been volatile and had been on a tear since Q1 earnings so a pullback was not out of the question. All indications are that both SECaaS and SMART / DNI are inflecting. The rest of '25 and '26 should be fun. VZ pub sector not a read through for ALLT"
@MinotaurStocks on X 2025-07-21 16:38:42 UTC XXX followers, XXX engagements