Soll ich,oder soll ich nicht? - 500 Beiträge pro Seite

[Glupinki]

Würde mich freuen,wenn mir jemand was Neues über Ventro erzählen könnte.Habe V. damals bei 53 E gekauft,dann bei 28E nachgekauft und bin jetzt nätürlich am überlegen,ob ich beim aktuellen Stand von 15,5E nachkaufen sollte um das Defizit zu verringern.Würde mich über konstruktive Vorschläge freuen.
MfG Glupinki

[D 55]

Mit dem Kursverbilligen ist das so eine Sache, ich habe im Moment ein ähnliches Problem mit Sparta. Normalerweise sagt man, wenn nach einmaligem Verbilligen keine Besserung in Sicht ist- raus damit.Es kommt darauf an, warum eine Aktie gefallen ist und ob Du nach wie vor von ihr überzeugt bist.

[Glupinki]

Danke für deinen Tip,aber von Überzeugungkann schon lange nicht mehr die Rede sein:-)

[BernerSennen]

Bin selber ein Fan von "fallen angel". Wenn Du aber schon zweimal in diesen Wert investiert hast, solltest Du jetzt lieber die Finger davon lassen, weil

- Quartalszahlen waren enttäuschend.
-ingesamt 5!! Brokerhäuser haben diese Aktie abgestuft.

Quelle: www.stockworld.de


Ich würde nicht verkaufen, aber auch nicht weiter verbilligen, da 3-6 Monate hier nichts großartiges passieren wird.

[lonesome loser]

Hier mal eine Meinung aus Übersee "Yahoo-Board"

VNTR Longs 4
by: easy_double_2000 7/23/00 10:48 pm
Msg: 9522 of 9560
I did some own research:

brokers:

8 downgrades this morning.
a minimum of 5 brokers had not understood VNTR model
- these brokers had an average target range of 125-160 on this stock in february.
- VNTR beated revenue estimates for Q1 on average by 25,9% and missed target for Q2 by 4,2%
- the six months revenue figures (55,83) are 8,2% above average estimates of 51,6 million $
- gross profit in Q1 exceeded expectations by 24%, Q2 by 12,3
- 6M figures are up 16,9%
- average 6Me gross margin: 2,67
- realized gross margin: 3,12
- significant revenues (>1 million $) for Promedix expected in Q3
- margins up 1,5% to 6,5% by last quarter

(figures based on reports published in 02/00 by five of the eight downgrading brokers)

So why first brokers told us to buy at 100+ levels and now downgrade VNTR at 30- (not only underwriting companies). It seems that these guys didn´t
understand B2B E-Commerce. For most of the analysts CMRC and ARBA are the main competitors of VNTR. The ones software companies with
core business in licensing and maintainance of software, the other an exchange/marketplace for different products. See on the homepage they are
VNTR partners, because they bring additional technology.

gross profit:

the lack of expected margins here are commented as weakness of VNTR in Q2. But isn´t it that they shifted gross margins to gains on other
revenues?
They cannot increase both - gains on services and margins for the same transaction. The value-adding services can only be paid inclusiv (transaction
fees) or exclusive(service fees). VNTR has the right strategy here building up service revenues, because in each race two horses are better than one.

cash loss per quarter:

cash loss for last three quarter was 76 million $, by realising scales with the start of Promedix and the other three marketplaces next year VNTR will
survive expected 15 quarters (but a minimum of 9-10 quarters without capital markets at these levels).

buy-outs:
After the first and second buy-out, we have seen another today. There are many stories where stocks lost credibility forever on losing 90%+ value in
that way... the next quarter will be more than important to VNTR.

result:
ignorance, misunderstanding and panic brought VNTR to these levels. A 700 million $ company with a XXX billion market opportunity....is to cheap
@13$. That´s why I am going to accumlate in a "prudential" way some of these shares on monday again.

Disclaimer:
F...ing pigfarmers ..hole replies on this message will be ignored by the author.