Riesensache: Geotele (908660, geol) am Turnaround; Konkurs abgewendet - 500 Beiträge pro Seite

[Dealer]

!

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[Dealer]

Infos zu Geotele findet Ihr unter www.cnbc.com, jede Menge im RB-Bord oder unter www. stockreporter.de, Archiv (mit Analyse und Kaufempfehlung; die ist zwar von 1999, wird aber jetzt hoffentlich wieder aktualisiert).

[Dealer]

Na also. Gestern + 23%(0,437$).
Angeblich sollen lt. RB-Board das Ask bereits bei 0,7$ liegen, aber wegen der geringen Aktienverfügbarkeit nicht mehr ausgeführt worden sein.

Wenn am 11. August offiziell der Konkurs abgewendet sein wird,der Reorganisationsplan veröffentlicht wird und sich dieser auch nur teilweise mit dem Research unter www.stockreporter.de deckt, könnte das den Kurs mächtig nach oben katapultieren.

Bis dahin wird es sicher noch moderate Kaufchancen unter 1 $ geben.

Go Geotele

[Dealer]

Nachfolgend ein Auszug aus dem Research im "Stockreporter" vom August 1999. Der ist zwar nicht mehr aktuell, zeigt aber das Potential, das der Analyst in dieser Firma sieht. Hoffentlich wird es bald aktualisiert.

EVALUATION AND OUTLOOK

Stockreporter’s experience indicates that Geotele.com will net at least $0.06 per minute for traffic routed over the Company owned VoIP network. That translates into a 15% margin business, which we think is a conservative estimate for Geotele.com.

Guy Cohen, Chairman and Chief Executive Officer (CEO) of Geotele.com states that all negotiated contracts "will be fully hooked up for VoIP worldwide in the 2nd quarter of the year 2000 at the latest". These should produce monthly revenues of $10-12 million. Because of the meteoric business growth in 1999, about three-quarters of these commitments will generate revenue flows this year and amount to about $24 million in income for the 4th quarter.

Using our conservative profile of 15% profitability, Stockreporter estimates 1999 Geotele.com earnings at $3.6 million, or $0.78 per share. Applying a reasonable 30xEPS multiple for this type of business prompts us to value the stock at $23.00 for 1999. Moving into next year, even if we discount forecasted income by 25%, Stockreporter estimates year 2000 revenues at $108 million. Our conservative valuation model then takes the share price to $106.00 by year-end 2000. We have used a 20% per year revenue growth assumption for the next two years. This is an extremely modest view given everyone’s prediction of the explosive growth potential of this business sector:



Gross Revenue Estimates:
Year 1999: $24,000,000
Year 2000: $108,000,000
Year 2001: $130,000,000
Year 2002: $160,000,000
Net Earnings Estimates (15%):
Year 1999: $3,600,000
Year 2000: $16,200,000
Year 2001: $19,500,000
Year 2002: $24,000,000
Earnings per Share Estimates:
Year 1999: $0.78
Year 2000: $3.52
Year 2001: $4.24
Year 2002: $5.22
Share Price Targets:
Year 1999: $23
Year 2000: $106
Year 2001: $127
Year 2002: $157
To reiterate, Stockreporter sees the above estimates as very conservative given our view of the market, Geotele.com capability and current positioning. We have not even taken into consideration the following factors, which represent significant enhancements to the Company’s potential and the share price:
Revenue estimates do not include income from the successful Internet Division of Geotele.com that CEO Guy Cohen intends to expand into a first-class Portal for business customers. Geotele.com plans the spin-off of this division in the 1st quarter of the year 2000 to become a NASDAQ listed company. Talks with interested investment banks are already underway. This division is said to have a value of about $15 per GEOL share that has not been factored into our projected values.
Geotele.com is also currently preparing to apply for NASDAQ listing which should occur in the 1st quarter of the year 2000. CEO Guy Cohen expects the Company to be fully compliant by year end 1999 and that this will spark considerable interest among institutional buyers, resulting in a significant catalyst to share price increases in the 1st quarter of 2000 the latest.
There are only 4.6 million issued shares of Geotele.com with a mere 1.6 million shares in the float. CEO Guy Cohen assured Stockreporter that, "no issuing of new shares is planned", since that would be inconsistent with the Company’s firm commitment to enhancing shareholder value.
Geotele.com’s current market capitalization of barely $5 million is a fraction of the $100 million average for other VoIP companies that are projecting about the same year 2000 income as is Geotele.com.
Current revenue forecasts reflect business in geography that represents about 35% of the world’s population. Not included is probable income flowing from agreements currently being negotiated in South America, Asia, Africa and Europe.
Geotele.com is said to be in negotiation with a large German telephone company that is listed on the rapidly growing "Neuer Markt", comparable to the NASDAQ in the U.S. The hint of deal alone prompted intensive foreign buying of GEOL shares last week. Some of the buyers were German banks.
Geotele.com has confirmed to Stockreporter, that it is going to file an application for listing on one of the major European stock exchanges. This is being done in co-operation with Schnigge Inc. and OTC Europe Associates. This move is being made to increase Geotele.com`s international exposure and to establish new relations with investors in Europe, "in anticipation of new major contracts and operations within Europe", said Guy Cohen. This listing will open the door to even more major institutional investments by e.g. national European funds as well as investment bankers, and will prompt a significant impetus to the share price.
Based on the foregoing there is no question that Geotele.com stock is drastically undervalued at its current price of $1.00. Stockreporter is convinced that this represents an extraordinary opportunity for the investor to realize a share price potential increase of over 1,000% in the short and medium term. This is going to be one of the best performing micro cap stocks in the next months.

[Dealer]

Sagenhaft! Die vorhergesagten o,7 $ sind eingetreten. + 62,5 %

Das Ask lag bei Handelsschluß auf 1,05 $. Wollen mal sehen ob das heute auch eintritt.

[Dealer]

Noch was interessantes aus dem RB-Board:

Geotele ist wahrscheinlich das erste ".com"-Unternehmen, welches aus einem Konkursverfahren wieder heraus gekommen ist.

Mensch, die müssen einen überzeugenden Restrukturierungsplan vorgelegt haben.

[morchel]

Ich hab auch ein Q im Portfolio (leider)
SSAXQ
wer sich interessiert, http://www.8ung.at/zockstocks

morchel

[Dealer]

Nach dem Kursrückgang vorgestern ging´s heute um so mehr nach oben: +78,75 % oder auf 0,75 $.
Ich würde das mal als stark volatile Aufwärtsbewegung bezeichnen. Aber solange die gehandelten Stückzahlen so gering bleiben wird sich das wohl erst einmal nicht ändern.

Dennoch: Der Aufwärtstrend hält an: ~ 500 % in den letzten 4 Wochen.

[Dealer]

Klasse News von Geotele (Kurs aktuell 1 $):

BW2448 AUG 21,2000 8:17 PACIFIC 11:17 EASTERN

( BW)(NY-GEOTELE.COM)(GEOL) Geotele.com Deploying Voip Network

Business Editors/Technology Writers

NEW YORK--(BUSINESS WIRE)--Aug. 21, 2000--Geotele.com, Inc. (OTC:GEOL) announced today that it has successfully emerged from bankruptcy and is actively establishing a Voip network in order to terminate international voice calls.
Phase One of Geotele.com`s business plan initially calls for deploying Cisco (Nasdaq:CSCO) Voip Gateways in 13 Countries and sell the traffic to major carriers. The entire network should be fully operational by the end of September 2000. Initial revenues from this system should begin to flow in the first week of September 2000. Beginning in October 2000, the company plans to move to phase two of its business plan, which calls for accelerated deployment, and the introduction of enhanced services.
Geotele.com, Inc. believes that it has a certain advantage over other Voip competitors in that it operates and controls the Gateways on both ends. Many others in the industry rely on partners or other alliances in the terminating country.
Overhead for Geotele.com, Inc. has been drastically reduced from prior years with a sharply reduced staff, closeout of office space, and elimination of debt service. This should afford Geotele.com, Inc. an opportunity to turn profitable with relatively modest revenues.

Except for the historical information contained herein, all of the above mentioned contains forward-looking statements within the meaning of section 27A of the securities Act of 1933, as amended. Such forward looking statements, including but not limited to, legislation that may affect industry regulation.


--30--cp/mi*

CONTACT: Geotele.com, Inc., New York
Guy Cohen, CEO
212/213-4410

KEYWORD: NEW YORK
INDUSTRY KEYWORD: TELECOMMUNICATIONS

[Dealer]

NEW YORK--(BUSINESS WIRE)--Sept. 18, 2000--Geotele.com, Inc. (OTC:GEOL) announced today that has successfully deployed VoiP gateways in 13 foreign countries and that voice traffic has started to flow over the network.

Revenues from this system began flowing last week as predicted. Traffic is increasing daily and because of high demand a doubling or tripling of capacity is already necessary to some foreign destinations. As the network becomes more developed Geotele.com hopes to attain minimum traffic levels of 100,000 minutes per day.

Geotele.com, Inc. has been successful in recently attracting a number of large customers and has signed contract for the sale of International network capacity with 14 of the largest phone carriers. The company `s focus for the next month will be to maximize overall network routing, improve Qos and catch up to its receivables.

Except for the historical information contained herein, all of the above mentioned contains forward-looking statements within the meaning of section 27A of the securities Act of 1933, as amended. Such forward-looking statements include but are not limited to legislation that may affect industry regulation.


CONTACT: Geotelecom, Inc., New York
Guy Cohen, CEO, 212/213-4410


Lassen wir uns die Schlagworte einmal auf der Zunge zergehen:

Verträge mit 14 der größten Telefonnetzbetreiber, täglich wachsende Kundenzahl, erforderlich werdende Vervielfachung der Netzkapazitäten aufgrund der Nachfrage und nicht zuletzt bei Weiterentwicklung Ihres Netzwerkes ein Minimumumsatz von 100.000 Minuten/Tag.

Rechnen wir nun einmal ein wenig. Bei ITXC liegt der durchschnittliche Minutenumsatz bei 12 cents/Aktie. Bei durchschnittlich 6 Nutzertagen/pro Woche mit je 100.000 Minuten ergeben sich pro Jahr rd. 3.75 Mio $ Einnahmen. Mit einer Gewinnmarge von 10 % ergeben sich bei 4,6 Mio Aktien eine Gewinn von 0.08 $/Aktie.
Setzt man einer niedriges KGV von 30 an ergibt sich ein Mindest-Aktienkurs von 2,5 $/Aktie. Aktueller Kurs 0,6 $!!
Hierbei ist zu beachten, daß sich Geotele erst am Anfang des Netzausbaus befindet und da die obigen Ansätze Mindestumsätze sind. Das Wachstum im VOIP-Sektor ist riesig. ITXC hat rd 400 % Wachstum gegenüber 1999.
Durch die Reduzierung des Verwaltungsapparates und nicht gewinnbringender FIrmenteile ist Geotele in der Lage höhere Gewinne zu erzielen als oben angegeben.Als Unbekannte sehe ich die Kosten für den weiteren Ausbaus des Netzwerks, den man allerdings auch im Verhältnis zu den weiter enorm wachsenden Umsätzen sehen muß.

Das oben geschriebene ist meine persönliche Einschätzung. Bitte macht Eure eigene Recherche. In meinem vorigen Posting findet Ihr Hinweise dazu.

Viel Glück

[Dealer]

Uuuups!
Da ist mir ein Fehler passiert.

Muß natürlich 12 Cents/Minute heißen.

Sorry

[greenberg]

!

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