This is GREAT timing, people will have time to go over the interview this weekend.
Let's do some quick calculation, with a projected $18M-$20M in revenue for 2005 and let's say that cost of operation is around $1M per quarter (based on the last three 10Q's), this means a net profit of around $14M-$16M.
At around 500M shares O/S, that gives a projected net EPS of 0.028-0.032, and a PPS projection of $0.98-$1.12 using a conservative P/E of only 35!
Now tell me if the stock is currently undervalued or not???
I expect Monday to be pretty busy here!
GLTA!
Posts: 38 | From: SAN FRANCISCO, CA | Registered: Jan 2005
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quote:Are you kidding me? Any company which goes on tradersnation.com has to pay this fee or maybe you think that tradersnation is free!!!
Right, they're a paid pumping firm just like the Green Baron and any other of the hundreds out there.
Posts: 5729 | From: Wisconsin | Registered: Sep 2003
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posted
And any ad on any TV channel is for pumping a company too. What are you talking about? Pumping usually means pumping a POS or a shell. Do you know anything about TALL?
No pumping here. Only fact. It is a company with a positive EPS and with a bright future.
Do you DD man :-)
Posts: 38 | From: SAN FRANCISCO, CA | Registered: Jan 2005
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posted
I know quite a bit about the company. I'm looking for a reverse within the next couple of months. If you do your dd you'll see why it's likely to happen. I'll grant you that they seem to be getting their act together but look at their o/s vs. their a/s and tell me how that's going to be addressed. And as far as Tradersnation goes, it's a pumping firm. You can't compare them to legitimate forms of advertising. They will put out a glowing article on anyone as long as they pay a fee or grant them shares of stock. Same as Marketedge, OTCHotstocks, WallStreet.com, and on and on.
Posts: 5729 | From: Wisconsin | Registered: Sep 2003
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posted
Well I am glad to see that you know about TALL. Our discussion will be more easy. The TN interview is to boost the PPS and to have more exposure to the company. I don't see anything wrong with it. By the way did you listen to the interview? if YEs, you will see that Hamilton projected a total revenue of 18-20 million dollars for 2005. DO you know what that means in term of PPS?
By the way concerning the R/S, I had many communications with some managers of the company and they all said the same thing. There will be a R/S after few positive quarters and a much higher PPS because they simply can't afford to do it at these levels of the PPS.
NO R/S before Q3 and a PPS of at least 0.25 IMO but we will see. By the way, if you are familiar with TALL, you should know the following:
As of today, an EPS of at least +0.003 for 2004 means
PPS = 0.003 (EPS) x 35 (P/E) = $0.105
SO the PPS should be over 10 cents as of today ... How much do you think the PPS should be when all the good news hit the street.
I don't mind an R/S at $0.25 for the PPS where a 1:10 for example will allow us to go to AMEX then to have a new group of accredited investors and it will open new horizon for the company and its shareholders.
IMO
Posts: 38 | From: SAN FRANCISCO, CA | Registered: Jan 2005
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posted
Upside, I did not tell anyone to buy anything.. I am simply giving facts about a company.... and let people decide for themselve.. if you feel that this is a POS.. please move on...
quote:Originally posted by Upside: Did you happen to notice the disclaimer? Heck, pay them 6 grand and they'll spotlight you too, just like any other paid pumping firm.
DISCLAIMER
Compensation: $6,000 by ActiveCore Technologies, Inc. (bb: TALL).
posted
Paying for an interview with any of these type of venues will only provide a short term boost at best, in the long term it is detrimental. As far as their financials go, they had negative cash flow of 401,000 as of their last filing and a working capital deficiency approaching a million dollars. They are burning through stock to finance the company and they will run out of it soon. Regardless of what their managers might have told you, they are approaching a crisis situation where they either have to reverse split the stock for additional funding or increase the a/s and dilute further. My bet is on a reverse. I'll accept the fact that this is one of the better looking penny stocks out there but to see .25 by Q3 is unrealistic. If they avoid a reverse and choose to dilute at a reasonable rate, a nickel might be achievable.
Posts: 5729 | From: Wisconsin | Registered: Sep 2003
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posted
accesscard, I'm not accusing you of anything, just pointing out some things everyone should be aware of. Click on any of the companies they have profiled and scroll down to the disclaimer, you'll see the true story there.
Posts: 5729 | From: Wisconsin | Registered: Sep 2003
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posted
"I'll accept the fact that this is one of the better looking penny stocks out there but to see .25 by Q3 is unrealistic"
Do you want to bet on it?
Which metric you are using? Why other POS stocks can run to $0.15 or more on nothing and TALL can not?
Come on. No R/S before Q3 ... It is simply comon sense. My guess is the following:
After the numbers of Q1, TALL will show at least 3-4 million in revenue. This will show people that the numbers announced during the TN interview are feasible then the PPS will explose. Then if they decide to go for an R/S, it will be ok. This is the only possible scenario because the other one means DEATH of the company.
Posts: 38 | From: SAN FRANCISCO, CA | Registered: Jan 2005
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posted
Look guys, I really didn't mean to ruffle any feathers here. I don't own this one but I do follow it and I kind of like it but from my point of view there are some concerns. Might buy it some day if they address those concerns but in the mean time, I'll just watch it and hope it hits that quarter mark for you.
Posts: 5729 | From: Wisconsin | Registered: Sep 2003
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Interview with Traders Nation just released and has a projection of $18M-$20M in revenue for 2005. http://www.tradersnation.com
Let's do some quick calculation, with a projected $18M-$20M in revenue for 2005 and let's say that cost of operation is around $1M per quarter (based on the last three 10Q's), this means a net profit of around $14M-$16M.
At around 500M shares O/S, that gives a projected net EPS of 0.028- 0.032, and a PPS projection of $0.98-$1.12 using a conservative P/E of only 35!
Now tell me if the stock is currently undervalued or not???
Expect Monday to be pretty busy for this stock! Of course do your own DD!
GLTA!
P.S. As for you "Upside", why don't you go invest in a stock with a net loss and no revenue, seems like that's what a lot of people like you, are doing. Smart people will invest in stocks like TALL, who are PROFITABLE and have a secure future!
Posts: 602 | Registered: Dec 2003
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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.
Posts: 602 | Registered: Dec 2003
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posted
DisclosurePlus Enters into Strategic Partnership with CNQ 1/25/2005 5:58:12 PM
TORONTO, Jan 25, 2005 (PRIMEZONE via COMTEX) -- ActiveCore Technologies Inc. (TALL) announced today that DisclosurePlus has entered into a strategic partnership with CNQ, Canada's newest stock exchange, whereby DisclosurePlus Inc. has been selected as a premiere provider of corporate disclosure tools to all CNQ listed companies. As a result of this strategic partnership, CNQ companies will now have access to a cost effective, web based solution that combines the latest technology with the most stringent levels of corporate disclosure to provide a fully compliant content management architecture for their corporate websites.
This strategic partnership will serve as the first step to establishing DisclosurePlus as the new standard for corporate transparency and accountability in Canada. Further, this new alliance remains consistent with the DisclosurePlus business model of aligning themselves with the various stock exchanges that have the ability to rapidly deploy the DisclosurePlus product to a qualified and targeted audience.
Robert Cook, President and CEO of CNQ stated that "We have had the opportunity to thoroughly review the DisclosurePlus product and are satisfied that it not only meets, but exceeds, our expectations as what a truly transparent and compliant corporate website solution ought to be. In addition, we found the layout of the DisclosurePlus solution to be very investor friendly which will grant investors immediate, one touch access, to any disclosure documentation which may be pertinent to their particular public company of interest." Mr. Cook went on to say, "We appreciate the DisclosurePlus service because it echoes our belief that better disclosure makes for better informed investors and better investor relations."
DisclosurePlus is quickly establishing itself as the standard bearer for electronic disclosure by public companies. Clients include, RioCan, www.riocan.com , the Energy Savings Income Fund www.esif.ca , Cineplex Galaxy at www.cineplexgalaxy.com and Magellan Aerospace at www.magellanaerospace.com amongst others.
Dean Peloso, former head of SEDAR and President of DisclosurePlus added, "We are very excited at the opportunity to bring our world leading disclosure solution to the companies listed on the CNQ. I believe that this relationship will be a long term mutually beneficial one that will help advance the level of accountability and transparency of public companies".
This press release is available on the company's official online investor relations site for investor commentary, feedback and questions. Investors are asked to visit http://www.agoracom.com and view the "ActiveCore" Investor Relations Hub. Alternatively, investors can e-mail AGORA Investor Relations directly at TALL@Agoracom.com.
About CNQ (www.CNQ.ca)
CNQ commenced operations in July 2003 and became Canada's newest stock exchange, recognized by the Ontario Securities Commission, in May 2004. It has an innovative market designed to address the needs of emerging companies and their investors by providing a simple and effective trading system. CNQ's market fosters liquidity through a unique blend of a central auction market and a competitive market making system. There are 40 companies listed and 17 major investment dealers from across Canada with direct access to the market and 19 other dealers that participate indirectly. CNQ has established a Service Directory on www.cnq.ca that provides introductions to key providers of services to brokers, issuers and investors.
About DisclosurePlus, Inc. (www.DisclosurePlus.com )
DisclosurePlus, Inc. is a subsidiary of ActiveCore Technologies Inc., specializing in the development of software and intellectual property which addresses the need of public companies to implement best practice disclosure as required by the various regulatory agencies.
About ActiveCore Technologies, Inc. (www.ActiveCore.com )
ActiveCore Technologies, Inc., formerly IVP Technology Corporation, operates a group of subsidiaries and divisions in the U.S., U.K. and Canada that offer a Smart Enterprise Suite of products and services. We integrate, enable, and extend functions performed by current and legacy IT systems and facilitate mass corporate messaging through our ActiveCast product set. Our products encompass web portals, enterprise middleware, mobile data access, data management and system migration applications. ActiveCore operates under the trade names of MDI Solutions, C Comm Networks Inc. and Twincentric Limited. ActiveCore services clients in healthcare, financial services, government and manufacturing worldwide.
As reflected in our unaudited condensed consolidated financial statements for the nine months ended September 30, 2004, we have improved our financial situation to a point where we show a minor loss from operations of $17,641, a cumulative nine month negative cash flow from operations of $401,125, stockholder's equity of $2,442,294 and an improved working capital deficiency of $901,121. Our ability to continue as a going concern is dependent on our ability to raise additional short term and long-term debt, capital in the form of private sales of preferred shares or additional restricted common stock and following and implementing our business plan which will generate profits. The condensed consolidated financial statements do not include any adjustments that might be necessary if we are unable to continue as a going concern.
We have entered into various software distribution and licensing agreements, acquired several operating businesses, have obtained committed convertible preferred share subscription agreements and intend to raise additional equity capital, project/development finance debt and acquisition debt in order to expand our business operations. Management believes that actions presently being taken to obtain additional funding and to operate and expand its existing business operations provide the ability to continue as a going concern.
Our independent auditors have added an explanatory paragraph to their audit opinions issued in connection with our consolidated financial statements for the years ended December 31, 2003 and 2002, which states that our ability to continue as a going concern depends upon our ability to secure financing, increase ownership equity and attain profitable operations. Our ability to obtain additional funding will determine our ability to continue as a going concern. Our consolidated financial statements do not include any adjustments that might result from the outcome of this uncertainty. Based on our current budget assessment, and excluding any other acquisitions which may occur in 2004, we believe that we may need to obtain approximately $2,000,000 in additional debt or equity capital from one or more sources to fund working capital and operations for the next 12 months. These funds are expected to be obtained from the sale of securities such as our recently completed preferred share transaction, additional term and operating debt or support from management and shareholders.
Possibly a good company, BUT watch for dillution and get out quick if it happens.
GLTA
-------------------- A day without dreams is just a nightmare! Posts: 1702 | From: Michigan | Registered: Oct 2003
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posted
"Possibly a good company, BUT watch for dillution and get out quick if it happens."
Not possibly. It is a sure thing and no dilution at all. They limited the OS to be 500 million shares. However, we may have an R/S in the far future (after Q3) at a PPS of at least $0.25.
Don't believe me and do your DD :-)
Take care
Posts: 38 | From: SAN FRANCISCO, CA | Registered: Jan 2005
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They OPENLY admit and WARN that without 2 million dollars of additional capital they can not exist. That is before the acquisitions. They also state that they will have to add additional debt or equity capital from one or more sources to fund working capital and operations for the next 12 months.
What a disclaimer.
Posting DD is good but calling a risky penny stock a sure thing is not the best idea IMHO.
-------------------- A day without dreams is just a nightmare! Posts: 1702 | From: Michigan | Registered: Oct 2003
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posted
I saw that e-mail from Brian MacDonald about Q3 and .25, I hope they stick to it. Tomorrow should be an interesting morning for TALL based on the last PR.
quote:Originally posted by investor: "Possibly a good company, BUT watch for dillution and get out quick if it happens."
Not possibly. It is a sure thing and no dilution at all. They limited the OS to be 500 million shares. However, we may have an R/S in the far future (after Q3) at a PPS of at least $0.25.
posted
Check the TN interview. It was said that they have some investors lined up with deep pockets if needed. That may be a possibility.
quote:Originally posted by justplayin: Sure things scare the hell out of me.
They OPENLY admit and WARN that without 2 million dollars of additional capital they can not exist. That is before the acquisitions. They also state that they will have to add additional debt or equity capital from one or more sources to fund working capital and operations for the next 12 months.
What a disclaimer.
Posting DD is good but calling a risky penny stock a sure thing is not the best idea IMHO.
posted
"What a disclaimer. Posting DD is good but calling a risky penny stock a sure thing is not the best idea IMHO."
You are the one who said that "Possibly a good company" so I respond that NO it is for sure a good company (IMO).
1) Going from -0.32 for the EPS to a +0.004 within a year.
2) Getting many new contracts. Visit their website to see with your own eyes the hospitals that work with MDI Solutions.
3) Projection of $18-20 million for 2005.
4) Latest news of DisclosurePlus Enters into Strategic Partnership with CNQ. Do you think that CQN is a small thing? stocks exchange means a lot of $$$$$$.
When you walk like a duck and talk like a duck, you are definetly a duck :-)
Take care.
Posts: 38 | From: SAN FRANCISCO, CA | Registered: Jan 2005
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posted
"Revenues don't impress me. The only thing that matters to shareholders of PROFIT. Profit is what keeps the pps up."
I agree with this and for this reason I told you they went from -0.32 to +0.004 for the EPS in one year. Earning is profit right?
Posts: 38 | From: SAN FRANCISCO, CA | Registered: Jan 2005
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posted
Well this isn't the first time concern over an r/s has come up with TALL. Back in late Nov they released a PR regarding authorization of up to 500 mil shares by the board. So Brian MacDonald gets a few e-mails that I know of from some very concerned shareholders. He replies with their intent to let the pps come up to around .25 before an r/s is needed. Now I'm no fool, how is BMAC going to guarantee the pps will rise up to .25? He can't. But he did say that the r/s would not happen till later in 2005. Q3 I believe it was...
I will see if I can get a hold of a copy of his e-mail. It will take some digging on another board. If you want to look yourself, PM me and I'll send you the link. Take care.
Posts: 163 | Registered: Jan 2004
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posted
I think that they have a good product and show promise of getting on track to become big. I am afraid of the required capital to maintain the ongoing concern.
In the business world, if you have a solid company and booked sales with positive cash flow a 2 million dollar loan from a bank is cheap and easy right now. Why would they sell restricted shares or private preferred shares? (thus my thought of dilution)
-------------------- A day without dreams is just a nightmare! Posts: 1702 | From: Michigan | Registered: Oct 2003
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posted
My guess is that it is an easy and fast way to make aquisitions, especially of companies whom you are sewing the ceo's. Banks don't lend money very easily in those kinds of situations but who knows?
quote:Originally posted by justplayin: I think that they have a good product and show promise of getting on track to become big. I am afraid of the required capital to maintain the ongoing concern.
In the business world, if you have a solid company and booked sales with positive cash flow a 2 million dollar loan from a bank is cheap and easy right now. Why would they sell restricted shares or private preferred shares? (thus my thought of dilution)
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