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
posted
Rumour has it that they are going to release another PR very soon about a big contract. If this happens and we can break .034-.035 then we could see a run.
Here is my DD on the rumour:
quote:Hopefully in the next 48 hrs
Peter Hamilton President & CEO ActiveCore Technologies Inc. 156 Front Street West, Suite 210 Toronto, Ontario M5J 2L6 Tel: (416) 252 6200 Ext 312 Fax: (416) 252 4578 Mob:(289) 242 6200 Email: phamilton@activecore.com
-------------------------------------------------------------------------------- From: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Sent: Tuesday, February 01, 2005 7:24 PM To: Peter Hamilton Subject: RE: Uk contract
Wow, I’m excited now!
How long does it take to have it processed, finalized, and announced?
-----Original Message----- From: Peter Hamilton [mailto:phamilton@activecore.com] Sent: Tuesday, February 01, 2005 4:23 PM To: xxxxxxxxxxxxxxxxxxxxxxxx Subject: RE: Uk contract
We invoiced today and hope to have contract back later this week
Peter Hamilton President & CEO ActiveCore Technologies Inc. 156 Front Street West, Suite 210 Toronto, Ontario M5J 2L6 Tel: (416) 252 6200 Ext 312 Fax: (416) 252 4578 Mob:(289) 242 6200 Email: phamilton@activecore.com
-------------------------------------------------------------------------------- From: xxxxxxxxxxxxxxxxxxxxxxxxxxxxx Sent: Tuesday, February 01, 2005 7:19 PM To: Peter Hamilton Subject: Uk contract
Hi Peter, how’s the UK contract going? Are we close to getting it done?
posted
ActiveCore Technologies Announces Improved Offer to Purchase Assets of Infolink Technologies Ltd.
February 02, 2005 10:00:41 (ET)
TORONTO, Feb 2, 2005 (PRIMEZONE via COMTEX) -- ActiveCore Technologies, Inc. formerly IVP Technology Corporation (TALL, Trade) announced today that its board of directors has approved the issuance of an offer valued at CAD $3,000,000, consisting of half cash and half in the form of common stock of ActiveCore for the assets of Infolink Technologies Ltd. (IFL-X). The offer was delivered during the last week of January, 2005 and was addressed to the independent directors of Infolink, a public company that trades on the Toronto Stock Exchange Venture Exchange.
Peter Hamilton, President and CEO of ActiveCore said, "We significantly improved on our offer to purchase the assets of Infolink based on feedback that we received from the independent directors of Infolink, Stewart Wright and Andrew Lawson. The new offer represents approximately three times the market value of the shares of Infolink at its last traded price of CAD $0.03 before trading in the shares of Infolink were halted for failure to maintain up to date filings and other issues related to the report of the court appointed inspector, Grant Thornton."
Until September 2004 Infolink shares had been thinly traded in the CAD $0.03 range. The OSC halted trading in Infolink in October as a result of the findings of Grant Thornton the Ontario Court appointed monitor and inspector. Recent court actions launched by several minority shareholders resulted in the installation of the independent monitor and inspector for Infolink. The inspector found that Cesar Correia, 34% shareholder of Infolink and former President and CEO of Infolink, had misappropriated cash and other assets and that corporate governance at the company was unsatisfactory.
Mr. Hamilton further said that, "the Ontario courts stripped Mr. Correia of his officer and director positions, however he was left an employee of Infolink and we believe still guides the company behind the scenes. By improving our offer and continuing to appeal to the independent directors of Infolink we believe that the majority of the company's shareholders will be able to obtain a substantial recovery on their investment."
Mr. Hamilton, went on to say, "We believe the offer of shares in ActiveCore for the equivalent of CAD $1,500,000 plus CAD $1,500,000 in cash provides the non-controlling majority shareholders with an opportunity to realize a stock dividend in ActiveCore shares as well as receive more in cash than the most recent trading price in direct proportion to their holdings of Infolink. This would leave Infolink as a shell company whose independent directors could then pursue further actions against Mr. Correia or any other directors and officers for the economic losses that the non-controlling shareholders have suffered. Shares of Infolink traded as high as CA $0.80 cents in 2003. Recently Infolink revealed that Andrew Marek resigned as a director of Infolink. Mr. Marek is under suspension by the Upper Canada Law Society for apparently absconding with client trust funds. Infolink also revealed that the company is operating under an Ontario court order which has ordered better corporate governance through the appointment of two new independent directors to the board. Delays in appointing the new board members and the lack of action to recover misappropriated assets, including legal expenses incurred by the company as a result of Cesar Correia's false affidavit in July 2004, mean that the non-controlling shareholders of Infolink continue to be economically harmed by the actions of management and the existing board. We believe that the ActiveCore offer presents an excellent opportunity for non-controlling shareholders to recover their investment and gain from capital appreciation in ActiveCore shares."
Mr. Hamilton indicated that "the revised share and cash offer makes an excellent exchange for the assets of Infolink as the ActiveCore shares are actively traded with average daily volumes in the several millions and the cash component provides balance to shareholders that require that in the deal."
Trading volumes and share valuation has been aided by the success of the company with gross revenue for the 3 months ended September 30, 2004 at US $1,694,452, up US $588,920 or 53.3% over the US $1,105,532 recorded in the second quarter ended June 30, 2004. On a year to date basis the company earned revenue of US $2,994,479 for the 9 months ended September 30, 2004 an increase of 741% over the US $355,776 recorded for the 9 months ended September 30, 2003. The company recently indicated that projected revenues for fiscal 2005 would be in the USD 18-20 million range.
Profit from operations for the three months ended September 30, 2004 was US $600,863. Net income for the 9 months ended September 30, 2004 was US $570,882 or 0.0015 e.p.s on the nine month weighted average 387,810,403 shares outstanding. During the quarter ended September 30, 2004 the company continued to improve its balance sheet with several preferred share transactions. Assets climbed to US $5,669,321 while liabilities were US $3,227,027 and shareholders equity was US $2,442,294.
Mr. Hamilton added "In comparison, Infolink's tangible assets, including cash, were CA $1,477,780 as at May 31, 2004 the last reported balance sheet. Income for the nine months ended May 31, 2004 was CA $3,134,559 with net profit of only CA $228,261. Infolink has already warned that much of the cash on its balance sheet is being spent on legal defenses to the minority shareholder lawsuit which resulted in the inspector and monitor being appointed. Infolink's historical financials will need to be restated by its auditors in light of the findings of the court appointed monitor and inspector and it will be some time before the stock can re-open for trading if at all."
About ActiveCore Technologies, Inc. (www.activecore.com)
ActiveCore Technologies, Inc. formerly IVP Technology Corporation operates a group of subsidiaries and divisions in the US, UK 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 Communications Inc. and Twincentric Limited. ActiveCore services clients in healthcare, financial services, government and manufacturing worldwide.
Statements contained in this news release regarding ActiveCore Technologies, Inc. formerly IVP Technology and planned events are forward-looking statements, subject to uncertainties and risks, many of which are beyond ActiveCore's control, including, but not limited to, reliance on key markets, suppliers, and products, currency fluctuations, dependence on key personnel and trade restrictions, each of which may be impacted, among other things, by economic, competitive or regulatory conditions. These and other applicable risks are summarized under the caption "Risk Factors" in ActiveCore's Registration Statement on Form SB-2 filed with the Securities and Exchange Commission on January 4, 2005. Forward-looking statements by their nature involve substantial risks and uncertainties. As a result, actual results may differ materially depending on many factors, including those described above.
SOURCE: ActiveCore Technologies, Inc.
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posted
Look at this part and tell me that this stock is not way under its real value :-)
Trading volumes and share valuation has been aided by the success of the company with gross revenue for the 3 months ended September 30, 2004 at US $1,694,452, up US $588,920 or 53.3% over the US $1,105,532 recorded in the second quarter ended June 30, 2004. On a year to date basis the company earned revenue of US $2,994,479 for the 9 months ended September 30, 2004 an increase of 741% over the US $355,776 recorded for the 9 months ended September 30, 2003. The company recently indicated that projected revenues for fiscal 2005 would be in the USD 18-20 million range.
posted
This company is not only increasing revenues, it is showing NET INCOME of $600,000. All the news seems to be good and solid. Am I missing something here?
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investor, when a stock has this positive financial news what could be the reason as to why it is not taking off? I feel stupid asking but would appreciate any comments. Thanks.
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People are not jumping yet because of two reasons:
1) The history of late filing 10Q, 10K has left a bad image of TALL in the mind of many investors.
2) Not many people know about it yet.
Just one little thing to think about: Why the TN did not release the interview yet? TALL paid 6K for a package that contains airing the interview and more so why is not done yet?
Well when you read between the lines, you will conclude that TALL is waiting for something with great value to couple it with the airing of the interview otherwise why waiting? Just common sense :-)
posted
investor, The interview IS on Traders Nation. There were a lot of good things the CEO said but I loved when he was asked simply, "Is your Company profitable?".
He says, "Yes, we have had two very good quarters and we expect the 4th quarter to be close to our third. Based on our plan for 2005 our profitablility should continue to increase throughout the year."
I agree with Tommy I DON'T want to be on the sidelines at this point in time and I'm not. I'm in and looking forward to some excitement here.
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Yes, they are making some very strategic moves to increase profitability as well as gain greater market capitalization by aquiring competitors. 2005 should blow 2004 away!
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What I meant is that TN did not air the interview on their RADIO yet (not to my knoweldge). They have to PR the interview too. Believe me man the only explination is that TN are waiting for some very good news from TALL to air the interview at the same time with these news.
posted
investor, Maybe I misunderstood you. When I went to their web sight the interview was there and I listened to it. It was good news after good news. Now you are telling me there is going to be MORE good news? Bring it on brother! LOL I just want to also add a thank you. I appreciate you sharing your knowledge.
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I've about had a heart attack! I go away from the computer for awhile and come back and my Scott Trade account shows a trade for TALL at .29. That means over $6,000 profit for me. How does this happen? geezzzzz
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Just checked my account. Guess it's true, the Lord giveth and the Lord taketh away. It's gone! Back to reality. LOL It's ok I still think this is gonna fly just not so fast. LOL
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ha ha yeah that was pretty funny, did a big doubletake when i saw my account had doubled in 3 minutes thanks to TALL.
i wonder what happens when somebody fat-fingers an order entry like that - does some poor schlep really end up paying .29 instead of .029, or does it somehow get "corrected"? conversely, i wonder what happens if you "get away with one", and manage to sell a chunk with an extra 0 attached. i imagine that your broker "corrects" the mistake in your account, wouldn't you think?
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""""i wonder what happens if you "get away with one", and manage to sell a chunk with an extra 0 attached. i imagine that your broker "corrects" the mistake in your account, wouldn't you think?""""
LOL...Actually I tried to sell half of mine at .25 as soon as I saw this and I kept getting an error message. I wasn't going to take any chances on losing out. LOL Oh well, it'll get there in time. MRKL and TALL are testing my patience but I am in it with them for the long haul. I also am in RWRD for the long haul. RWRD is whipping us like unwanted step children. The last couple days have been fugly! GO TALL!!!!!!
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