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Ntegrator .The Hot Telecom of Myanmar

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Trade888
    26-Apr-2013 10:18  
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Anyone attending today's AGM?

Kong75      ( Date: 26-Apr-2013 09:26) Posted:

It is moving !!

 
 
Kong75
    26-Apr-2013 09:26  
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It is moving !!
 
 
FearValueGreed
    25-Apr-2013 23:12  
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From TA, it will be another month before mr N makes any big movement.
Support8-9.
But below 8 is a buy.
 

 
FearValueGreed
    25-Apr-2013 21:36  
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Can only hold till 2013. Beyond that it 's his destiny
Theme is Myanmar telcos licenses n his improving business model .

We hlg different . Plunge 50% @since peak whereas mr N drop only 35%. One of the strongest penny around eversince March onslaught by some invinsible hand.

WK9111      ( Date: 25-Apr-2013 17:51) Posted:

Hi, can I ask whether now this counter can hold for short term like weeks to few months? I find that this counter though have potential to go up but it's quite weak as the volume is low and the price mirrored that of WE holdings

 
 
WK9111
    25-Apr-2013 17:51  
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Hi, can I ask whether now this counter can hold for short term like weeks to few months? I find that this counter though have potential to go up but it's quite weak as the volume is low and the price mirrored that of WE holdings
 
 
Trade888
    24-Apr-2013 15:50  
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Company cannot off load their own shares, I  think,  they can only purchase their shares in the market, call shares buy-back. The price movement is very subjective  at  this point in time,but I think is moving towards stablization -  Short selling volime is dropping and price/volume movement  is small.

In the longer run, one should look at the potential income stream and decide when to enter and hold.

LoveToInvest      ( Date: 24-Apr-2013 03:51) Posted:

Hi Trade888
So what u think is the target price for ntegrator ? And left how many days of downside before the price rebound back?For me I think the company in need money to expand their business in Myanmar , so I guess they offloaded some shares for cash..Target price at 0.086 cts, What u think?

Trade888      ( Date: 19-Apr-2013 11:17) Posted:



With sales of $40million at Gross Margin of 23.5% and Expenses of around $6.5million,  price should be around 7cents at 15xPE and 9.5cents at 20x PE. However, we should be looking at  $50 million to  $55 million for 2013 and margin should improve as they move towards higher  GP  maintenance  projects,   so with $50 million sales at 24% Gross Margin and expenses of around $7.5 million, price should be around 11 cents at 15x PE and 15 cents at 20x PE.

Questions will be what should be the right PE for Ntegrator and what other opportunities such as new project pipeline and M& A


 

 
stocker6
    24-Apr-2013 14:54  
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some movement now.. for WE too
 
 
FearValueGreed
    24-Apr-2013 13:59  
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I beg to differ.

Usually penny stock will die off after the main index cheong Then suffer a major sell down.

So far my gut feel is when sti hit above 3450,
We the penny holders hv to siam asap.


height00      ( Date: 23-Apr-2013 23:36) Posted:



Hi

 

Have a feeling that pennies run may be over soon as lots of pennies are heading down and test the support

height00      ( Date: 23-Apr-2013 22:42) Posted:



Hi

0.03 cts abit too much i think 0.08 to 0.09 cts possbl


 
 
Trade888
    24-Apr-2013 09:12  
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There is poor liquidity on trading of Ntegrator warrants,  spreads are big. So  some warrants holders will choose to exercise warrants and sell shares after exercised. However, with the bonus issue coming, they could be  holding it for bonus issue. 

On another note,  when DB sells the shares, since they are bank nominee of one of the director, you should see a filing with SGX.

I don't believe Ntegrator is  having financial difficulties as they have very strong balance sheet and with good cash position.

LoveToInvest      ( Date: 24-Apr-2013 04:11) Posted:

Hi Trade888,
What will happen if DB sell after exercise?Care to comment

Trade888      ( Date: 23-Apr-2013 18:31) Posted:

Director's bank nominee DB exercised 2+million of warrants today. Will DB sell after exercised? Lets see


 
 
LoveToInvest
    24-Apr-2013 04:11  
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Hi Trade888,
What will happen if DB sell after exercise?Care to comment

Trade888      ( Date: 23-Apr-2013 18:31) Posted:

Director's bank nominee DB exercised 2+million of warrants today. Will DB sell after exercised? Lets see

 

 
LoveToInvest
    24-Apr-2013 04:03  
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Hi, pls give me info if the company is facing any financial difficulty.i will have sleepless night if ntegrator go below 0.03 ,but I just can't imagine that this penny Gem with nice fundamental can go below 0.03
Ur waiting of price 0.03 very ridiculous leh

JasperJacob      ( Date: 23-Apr-2013 21:52) Posted:

I am still waiting patiently at S$0.03 Cheers !

 
 
LoveToInvest
    24-Apr-2013 03:51  
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Hi Trade888
So what u think is the target price for ntegrator ? And left how many days of downside before the price rebound back?For me I think the company in need money to expand their business in Myanmar , so I guess they offloaded some shares for cash..Target price at 0.086 cts, What u think?

Trade888      ( Date: 19-Apr-2013 11:17) Posted:



With sales of $40million at Gross Margin of 23.5% and Expenses of around $6.5million,  price should be around 7cents at 15xPE and 9.5cents at 20x PE. However, we should be looking at  $50 million to  $55 million for 2013 and margin should improve as they move towards higher  GP  maintenance  projects,   so with $50 million sales at 24% Gross Margin and expenses of around $7.5 million, price should be around 11 cents at 15x PE and 15 cents at 20x PE.

Questions will be what should be the right PE for Ntegrator and what other opportunities such as new project pipeline and M& A?

FearValueGreed      ( Date: 18-Apr-2013 18:53) Posted:

I think 8-9cents would be minimum base.

This is the price for a revenue of 30-40million.
If mr N keeps getting new contracts at 60million region. 12-15centz is a given.
S


 
 
LoveToInvest
    24-Apr-2013 03:38  
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Seem like the company is offloading their shares in stages.But don't think that it will go 0.03ct that low unless something internal happening in the management..

FearValueGreed      ( Date: 23-Apr-2013 22:32) Posted:

I will wait with you after it reach 15cents first.

JasperJacob      ( Date: 23-Apr-2013 21:52) Posted:

I am still waiting patiently at S$0.03 Cheers !


 
 
height00
    23-Apr-2013 23:36  
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Hi

 

Have a feeling that pennies run may be over soon as lots of pennies are heading down and test the support

height00      ( Date: 23-Apr-2013 22:42) Posted:



Hi

0.03 cts abit too much i think 0.08 to 0.09 cts possble

JasperJacob      ( Date: 23-Apr-2013 21:52) Posted:

I am still waiting patiently at S$0.03 Cheers !


 
 
height00
    23-Apr-2013 22:42  
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Hi

0.03 cts abit too much i think 0.08 to 0.09 cts possble

JasperJacob      ( Date: 23-Apr-2013 21:52) Posted:

I am still waiting patiently at S$0.03 Cheers !

 

 
FearValueGreed
    23-Apr-2013 22:32  
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I will wait with you after it reach 15cents first.

JasperJacob      ( Date: 23-Apr-2013 21:52) Posted:

I am still waiting patiently at S$0.03 Cheers !

 
 
JasperJacob
    23-Apr-2013 21:52  
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I am still waiting patiently at S$0.03 Cheers !
 
 
FearValueGreed
    23-Apr-2013 20:35  
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Thats a given

Trade888      ( Date: 23-Apr-2013 18:31) Posted:

Director's bank nominee DB exercised 2+million of warrants today. Will DB sell after exercised? Lets see

 
 
Trade888
    23-Apr-2013 18:31  
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Director's bank nominee DB exercised 2+million of warrants today. Will DB sell after exercised? Lets see
 
 
height00
    23-Apr-2013 13:36  
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Generally market are down without any news is ok to be in negative but not too wide
 
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