Bigge st highlight from interview: They are expecting $18M-$20M USD in revenue for 2005.
OVERVIEW: ActiveCore Technologies, Inc. (TALL: OTCBB)has experienced consistent quarter over quarter growth in both revenues and profits with record revenues recorded in the most recent quarter.
On revenues of $1,694,452, an increase of 53% over sales in the previous quarter. The Company showed a net income of $600,000 for the third quarter.
ActiveCore’s stock is highly liquid, producing large daily volumes as a result of approximately 11,000 shareholders.
While the Company continues to grow organically, it is also aggressively pursuing strategic acquisitions to help expand its current network and compliment current offerings.
ActiveCore Technologies, which consists of 4 primary lines of business, is a Smart Enterprise Suite (SES) company that offers products and services that integrate, enable, and extend legacy system functionality. These products consist of data integration, web portal, enterprise and mobile components and applications that give organizations of all sizes the ability to connect to customers and stakeholders.
ActiveCore – Software Product Sales
ActiveLink is the primary product which connects independent applications within a company’s enterprise. By displaying datasources and processes as a visual solution, ActiveLink enables information exchange between legacy applications and commercial software.
TwinCentric – Application Integration and Transformation
TwinCentric works with clients using enterprise systems, who need to transform their host data for use on the Internet, extranet or intranet, and are restricted by the limitations of their environment.
MDI Solutions – Medical Data Integration Solutions
MDI Solutions offers a complete range of outsourced data integration and interfacing services to the healthcare industry. Data integration and systems interfacing provide a strategic foundation of interconnectivity, as healthcare systems strive to make better use of information technology.
ActiveCast – Corporate Communication Tools
ActiveCAST is a group of communication products that provide corporate messaging capabilities to deliver dedicated messages to an organization's customers, partners, employees and other stakeholders, in the mode preferred by the recipient (Fax, Voice or Emails).
Revenue around 20 million (incl. acquisitions and growth) with an OPEX of 1.25 to 2.5 million per quarter and 500 millions shares outstanding, and an industry multiple of 20 to 50, we'll have the following equation:
OPTIMISTIC SCENARIO Minimum earnings 10/500=0.02 X 20 = min 0.40 PPS max 0.02 X 50 = 1.00 Maximum earnings 15/500=0.03 X 20 = 0.60 PPS max 0.03 X 50 = 1.50 REALISTIC SCENARIO This means to my mind, that when only 50% of the promises comes true we still may have a pps of min 20 ct to max 75 ct.
MORE PESSIMISTIC SCENARIO The company delivers only 5 million earnings, being a 25% marging of 20 million revenue (= 1 ct EPS), then we are still looking at a low PPS of 20 cent and a high of 50 cents.
CONCLUSION It can all happen very quickly now since we already know the eps over 2004 is slightly below 0.005, so assume 0.004, then we're already looking at a rage of 8 to 20 cents PPS today. This results is already PRed!!
So, the jump up will happen sooner or later. It is simply a matter of getting the message out to the public and the investment community.
In any case, once the 2004 results are out and the company delivers its first Quarter results we're potentially looking at 50 cents to even as high as a dollar based on outlook.
These PPS results WILL come IMO, even when it takes waiting for the 2004 year report and the Q of the first quarter of 2005.
Hence more than enough potential for TALL, which makes it a great investment
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