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Ntegrator .The Hot Telecom of Myanmar

FearValueGreed      ( Date: 18-Apr-2013 23:13) Posted: Suddenly everyone forgets mr N issuebonus warrant. Indeed investor hv short memory. Dun worry if u buy even at 9 cents that is 66% upside n 100% if u buy at 8 cents. Worth the fundemental bet. Meamwhile my troops encirle in pusan perimeter will just hv to wait for UN SUPREME COMD issue hefty reinforcement at only the 11th hr to push to Seoul 38th parallel. Patience. RSI must be 30 before any amphibious launch

 

Pui...pui...pui........drop again.

 

KNS gone case liao.......

 

In moment of speculative mood, :PE shd be 30.

So 20cents is the cap.



There is no minimum as any business can go bust 

 

 

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

 

Gap is 9.1 cents

raymondruan      ( Date: 19-Apr-2013 11:21) Posted: last gap at .098 may have been closed or should close soon.

 

last gap at .098 may have been closed or should close soon.

 

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

 

Suddenly everyone forgets mr N issuebonus warrant.

Indeed investor hv short memory.

Dun worry if u buy even at 9 cents that is 66% upside n 100% if u buy at 8 cents.

Worth the fundemental bet.

Meamwhile my troops encirle in pusan perimeter will just hv to wait for UN SUPREME COMD issue hefty reinforcement at only the 11th hr to push to Seoul 38th parallel.

Patience. RSI must be 30 before any amphibious launch

 

i shall pray it does not fall to that level but instead move on up from here on.... IA.

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

 

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

 

Hi FVG - already cut loss.. what wld be a good entry point to recoup loss? thanks

 

Dun keep pui .

Make the screen dirty.

Infact this is most technical sound compard to rest of Myanmar play. So far drop 30% only from peak.

Look at rest. Most 50% drop still got change.

 

Will wait to collect cheap. Doesn't look good - My view.

 

Pui...pui....PUI.............................

 

Pui pui

 

haiy...say already they ex the old warrants to be get the new bonus warrants...pui this coy.

Trade888      ( Date: 16-Apr-2013 10:11) Posted: The exercise price  was $0.04 according to the SGX filing. The conversion price for W13 warrants is $0.02, So I believe he exercised options that  were given to the directors and employee  a few years back. clickshop1628      ( Date: 16-Apr-2013 07:20) Posted: What option exercise? It is the Dec 2013 wrts. Not near expiry at all, still some way to Dec deadline. Stock price not looking good now. Lots of shortists trying to bring it down. Looks like they will succeed today and price may fall below 10cts. Hope big buyers will come back after today's expected fall (US indices down big last night, Gold crashing but may be bottoming soon)

 

The exercise price  was $0.04 according to the SGX filing. The conversion price for W13 warrants is $0.02, So I believe he exercised options that  were given to the directors and employee  a few years back.

clickshop1628      ( Date: 16-Apr-2013 07:20) Posted: What option exercise? It is the Dec 2013 wrts. Not near expiry at all, still some way to Dec deadline. Stock price not looking good now. Lots of shortists trying to bring it down. Looks like they will succeed today and price may fall below 10cts. Hope big buyers will come back after today's expected fall (US indices down big last night, Gold crashing but may be bottoming soon) Trade888      ( Date: 12-Apr-2013 10:11) Posted: He sold 2000k shares and exercise 2000k of his options @ 4 cents on April 9, follow by selling another 750k shares on the same day. I believe the option exercised is near expiry

 

What option exercise? It is the Dec 2013 wrts. Not near expiry at all, still some way to Dec deadline. Stock price not looking good now. Lots of shortists trying to bring it down. Looks like they will succeed today and price may fall below 10cts. Hope big buyers will come back after today's expected fall (US indices down big last night, Gold crashing but may be bottoming soon)

Trade888      ( Date: 12-Apr-2013 10:11) Posted: He sold 2000k shares and exercise 2000k of his options @ 4 cents on April 9, follow by selling another 750k shares on the same day. I believe the option exercised is near expiry. clickshop1628      ( Date: 12-Apr-2013 07:01) Posted: He and other directors did the same thing last year with the 2012 warrants. They are basically arbitraging - converting the wrts and then sell the shares for a profit. In a way, they are also funding the company. Short term selling pressure for sure but buying sentiment could come from WE which is expected to cheong today, strange as it may seem. I don't think it has anything to do with the new wrts.

 

Wa vol not indicating a bottom yet .

My BRC will not trapped in vain.

This is like Korea war 1950.

the UN COMMAND is holding ground at pusan line after withdrawing from Seoul after north korea attack n cross 38th parallel.

Now just hv to hold ground around pusan perimeter for final defensive battle while awaiting full troops reinforcement at battleline 91.

 

He sold 2000k shares and exercise 2000k of his options @ 4 cents on April 9, follow by selling another 750k shares on the same day. I believe the option exercised is near expiry.

clickshop1628      ( Date: 12-Apr-2013 07:01) Posted: He and other directors did the same thing last year with the 2012 warrants. They are basically arbitraging - converting the wrts and then sell the shares for a profit. In a way, they are also funding the company. Short term selling pressure for sure but buying sentiment could come from WE which is expected to cheong today, strange as it may seem. I don't think it has anything to do with the new wrts. tea444u      ( Date: 12-Apr-2013 00:49) Posted: so he sold? he no belif the coy? or what does this act mean