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Ntegrator

sold half at 0.038..decide to keep half which i bought at 0.036 cos I dont know which direction it will go ... in any case,  I am also waiting for 0.034 to increase my stake

 

lucky, sold at $0.039. wait for $0.034 buy back.

JustinQuek      ( Date: 16-Sep-2012 19:05) Posted: just need hold this one for 4 days. but then really i cant advice much cause its really the momentum thing u have to look out for and the short coverings. which apparently is alot.  But now can enter.   and ..dont hold if it can jump that high ok ? this one will hit peak then consolidate again . lol tell u this hint first ah   be warned . no idea when or how far but entry now is still fine. let it run a while its fine a few days but more than 4 you become at risk .  ballball      ( Date: 16-Sep-2012 16:49) Posted: 2years is a long time. i hv nvr hold any stocks for so long before.

 

just need hold this one for 4 days. but then really i cant advice much cause its really the momentum thing u have to look out for and the short coverings. which apparently is alot. 

But now can enter.

 

and ..dont hold if it can jump that high ok ? this one will hit peak then consolidate again .

lol tell u this hint first ah   be warned . no idea when or how far but entry now is still fine. let it run a while its fine a few days but more than 4 you become at risk . 

ballball      ( Date: 16-Sep-2012 16:49) Posted: 2years is a long time. i hv nvr hold any stocks for so long before.

 

2years is a long time. i hv nvr hold any stocks for so long before.

 

it will be good if you are able to hold long term about 2 years to reap higher profits because once this company begins to win contracts in  Myanmar, it will be continuous as it has links to the top official in indo china countries -  Myanmar, Vietnam and Cambodia. It is a money making penny stock unlike most other pennies. So in couple of years time, share price should be at least 0.30cts

furthermore, on home turf, it servicing the big companies so its book is healthy.  

 

i do not think you need to wait long long as i thin rally will continue for few more days before consolidation

merlin_magic  Member	Posted: 14-Sep-2012 20:49
x 0    x 0	Sigh...I was so busy in office that I did not have the chance to sell my old stocks which I bought at 3.6 cents... Seems like I have to wait long long liao

 

 

 

Sigh...I was so busy in office that I did not have the chance to sell my old stocks which I bought at 3.6 cents... Seems like I have to wait long long liao

 

Thu, Sep 13, 2012 at 08:42


Disconnected for decades, Myanmar poised for telecoms boom

 

Blackberrys and iPhones aren't much use in Myanmar, where its only network is frequently jammed, data services are scarce, prices extortionate, lines crackly and most phones don't roam. For decades, its telecoms industry has been a shambles.


  It's no surprise this country of 60 million people has the world's second-lowest cellphone penetration after North Korea SIM cards are made prohibitively pricey to prevent its tiny network from becoming overloaded, while emailing and web-surfing on phones is so rare it's almost a bourgeois concept.


  Even getting hooked up to the network is cumbersome. Visitors must rent SIM cards at the airport on arrival while many Burmese can only afford one-time SIMs with a number that expires after a few days when its USD 20 of credit runs out.


  But as Myanmar races ahead with economic reforms, the telecoms sector, riven with graft and mismanagement and lagging behind even Asia's poorest countries, is on the verge of a major shake-up as part of a " reform plan" to liberalise one of the world's last remaining greenfield telcos markets.


  Details of the plan are scant, but Myanmar appears to have finally got its act together and insiders say it could announce its plans this week.


  Eager to attract foreign investors to one of Asia's poorest countries, the government could make telecoms the first sector to be liberalised. After a year of stumbling and opaque deals that favoured vested local interests, speed and transparency now appear to be the priority.


  " We're going to finish it soon, we really cannot wait," Kyaw Soe, a senior official at the Ministry of Communications, Posts and Telegraphs, told Reuters. " It's closely related to economic growth of our nation, so this is a priority sector."


  Last month, 11 companies from 10 countries, including Japan, Australia, Germany and the United States, were short-listed from 64 applicants to become consultants and prepare a telecoms license tender. The list is now down to three.


  Kyaw Soe said a total of four operating licenses would be granted two for Myanmar companies and two for foreign firms, with 4G services targeted as early as 2013.


  A regulator would be formed and state-owned Myanmar Post and Telecommunication -- the country's sole operator -- would be privatised to form the Myanmar Telecoms Company (MTC), which would be awarded one of the cellphone licenses, he said. Another would go to Internet service provider Yataraporn Teleport.


  MOUTHWATERING MARKET


  A Myanmar telecoms source said it was unlikely the two local firms had the resources to operate alone and would likely form joint ventures, but it was unclear whether more than two foreign firms would be allowed to operate.


  Myanmar's low penetration and the hunger for going mobile in a virtually untapped country are mouth-watering prospects for international telecoms firms.


  Usage is extremely low, at just 1.24% of the population in 2010, compared with 64% in Laos, 57% in Cambodia and more than 100 percent in Thailand and Malaysia where individual ownership of multiple phones pushes usage above population levels, according to the Asian Development Bank. The Myanmar government says the current level is 5.6%, but experts doubt that.


  " The potential is clear to see, but whether that is realised depends on regulation," said Ramakrishna Maruvada, regional head of telecom research at Daiwa Capital Markets. " The problem for foreign firms is there's very little detail in terms of timelines and structure, so very little to hang on to."


  Among companies that have confirmed an interest in Myanmar are Sweden's TeliaSonera AB , and two specialists in emerging Asian markets, Malaysia's Axiata


 

CHIONG AHHHHHHHHHH

 

Not moving an inch........................ No show to C.

 

不 知 道 ... seems show at kiv...no movement 

 

mazimaz10  Member	Posted: 15-Aug-2012 09:27
x 0    x 0	GOING UP or DOWN!!!!!!!

 

GOING UP or DOWN!!!!!!!

 

watch this today...something gg on...i nt sure oso

 

Put this on my watchlist.

 

Totally like management style ( Effective Cost Management)

  Reduce revenue and increase profit.  ( That is the key)

Admin Expenses increase is fine. Its not too much.

Comission  and Consultancy has high probability   a one off expenses 

Rather very impressed with the lower cost of goods .To me its like profit margin has increase .I think maintenance contracts are Rather the IN-thing .Cause have rather low costs but strong steady stream of revenue.Very good.

  Will Invest Soon Enough  Before Next Half of results which will book in profits of the Peru and others.Lots of Cash in its total asset value. and ability to pay back loans.Nice cash flow Nice Asset Value Nice Maintenance contracts and 790% increase in profits .Definetly a watchlist in my radar for a long term stock.

Also Notice Heavy Shorting actively lately  and  last week. Might be a good time to buy now when its filled with so many shortists. 

 

Not going to be Neratel .Just a Company with Good Management Style.

Trade888      ( Date: 14-Aug-2012 17:36) Posted: Strategy continue with move from Projects Management to higher weightage in Mainenance contracts that has a higher GP and is also recurring. However, there is a S$499k of commission and consulting fee  (@ 3.5% of revenue) that is worrying, not too sure what this was for, but they  justify the increase  as " Commission and consultancy with the Group’s move towards more overseas projects compared to last year" . There is also a increase in Admin expenses even with a lower revenue, this is not acceptable in general but I believe the management must have their reasons. They could be spending this ahead of the curve to generate more sales or breaking into new markets. In general, the risk I see in Ntegrator is currency risk (US$ weakness)  and the management team discipline in the strategy deploying and rigor in challenging the cost of  project and expenses.

 

Strategy continue with move from Projects Management to higher weightage in Mainenance contracts that has a higher GP and is also recurring. However, there is a S$499k of commission and consulting fee  (@ 3.5% of revenue) that is worrying, not too sure what this was for, but they  justify the increase  as " Commission and consultancy with the Group’s move towards more overseas projects compared to last year" .

There is also a increase in Admin expenses even with a lower revenue, this is not acceptable in general but I believe the management must have their reasons. They could be spending this ahead of the curve to generate more sales or breaking into new markets.

In general, the risk I see in Ntegrator is currency risk (US$ weakness)  and the management team discipline in the strategy deploying and rigor in challenging the cost of  project and expenses. 

 

seems starting to stir up......来 啊 上 上 阿

 

ok kooning time agn...

 

Mr Ball, in these uncertain times the results r gd to me...outstanding book order of 27m...u see some other coys like liongold etc analysts pple will shout buy buy, but now issue warning...and it stated they hv presence in  Myanmar and expansion plans...i dunno maybe the next neratel? 

But certainly tis is 1 of the most potential pennies ard....as for forex exposure, most listed coys hv those too...

 

Ted do u intend to hold for longer term until they post good results¿

 

Base on below excerpts...next reporting rev shld improve lah, but NP up bo dividend kns

" Contribution from Project Sales decreased by 24.4% to S$9.1 million. The decrease was largely due to certain projects in the order book that were not completed in 1H 2012."

 

I thk today's share px should hv factored in the result. Did u notice its NAV is today's closing px. I hope it won't dip further.