Fundamentaldaten zu Davnet - 500 Beiträge pro Seite

[Ben.In.Jam]

Wo bekomme ich denn fundamentale Bewertungen von Davnet?
Eigenberechnungen und -Analysen auch erwünscht.

[noisy]

Hier eine Antwort auf eine e-mail Anfrage aus dem Stockboard zur Situation von davnet:

THIS WHAT I WROTE AND THIS WAS THIER ANSWER! I DID NOT EXPECT BUT IT

PROVES THAT THE REALIZE THE SEVERITY OF DVT AND ARE

DOING SOMETHIG OBOUTE !!

HERE IT IS !

This is what i wrote
-----Original Message-----
> From: imt [SMTP:[e-mail]]
> Sent: Thursday, 19 October 2000 1:01 PM
> To: [e-mail]
> Subject: ARE YOU IN BUSSINES TELECOMUNICATION OR PRINTING NEW SHARES ???
>_______________________________________________________________________________
>
> Dear sir/madam
>
> I hope you pass this mail on to person that will
>
> be able to ansewer this questin properly not
>
> coming out with somekind of saing all telcos
>
> are out of flavor at moment or Nqasdaq is down.
>
> I know that telcos share prices are down at the
>
> moment but dvt go down just a bid "more" !!
>
> IF I read sentiment properly on forums ; more the
>
> price goes down more shares are getting isued -
>
> "printed " like in 3d world economy where the
>
> iflation runs in to 100s of %.You soon will run out
>
> of paper or paper will be to expensive to print on it
>
> in relation to the dvt share price.
>
> For Gods sake put you act together and watch
>
> sentiment .Listen to people on the forums then
>
> you will undestand what kind of sentiment is out there!!
>
> Do something before share is worth less
>
> than paper is printed on !
>
> AND DO NOT GIVE IMPRESSION TO MARKET
>
> OF ISUING MORE SHARES THE LOWER THE
>
> PRICE GOES.THIS WILL ONLY MAKE SPEED UP
>
> THE PROCES OF SLIDE !!
>
> IN SINMPLY TERMS A LOT OF "PATATOES"
>
> CHIP PATATOES NO PATATOES EXPESIVE
>
> PATATOES !
>
> I hope to get some explanation and clerification
>
> on sentinment out there towards the dvt share slide!
>
> ps:
>
> I sorry if I was abrapt but I feel had to get of my chest .
> I did not INVENT THIS SENTINMENT I am only stating
> what mesages I get across when talking to
> people !
>
> I do deserve as share holder a answer and I hope
> to get one !
>
> regads I. M .
> email : [e-mail]

Here is their answer ! you make your own mind up aboute
that they care to answer is positive !!
---------------------------------------------------------------------------------
Dear I.M.
Thanks for your note...... We understand your exasperation. We certainly
consider the share price does not reflect the real value of the company.

It is difficult to comment on reasons for the changes except to note the
generally disappointing market environment for Australian shares and telco
shares within this. We believe that Davnet shares suffer adversely from this
malaise. We also note that we understand that some US funds sell down at
this time of year for their own tax reasons; this may or may not be having
an impact on the market.

The performance may at the moment also be a product of where we are in our
development as a company. As a start up, we have to demonstrate we can
deliver on our forecasts. That is what we are concentrating on doing now. We
believe that the fundamentals of the Davnet business are strong: we have a
leading position in a fast evolving and fast growing market. The management
is concentrating on the "business of the business", getting out and selling
Davnet`s reliable, innovative, scalable broadband solutions. The response
from property owners and corporate end users remains generally positive. The
approval of our marketing alliance with Harmony Telecommunications in
Singapore is an example of how we are working with partners as and when
necessary to quickly roll out our products and services. We believe, in
time, the market will appreciate these sorts of developments, and this will
be reflected in our share price.

Concerning why so many options are being issued: The policy of issuing
options to staff is that this is what it takes in today`s marketplace to
attract, recruit and retain the best staff to implement our business plan.
As for directors, they are part of a fast-moving business that has
undertaken many deals in the past year to grow Davnet. For example,
attracting NTT into our Australian operations consumed an immense amount of
our directors` time. The directors continue to work on new opportunities.
Whether or not a deal is consumated, it can take up considerable swathes of
time. Given our industry and market -- and given that we are a young,
fast-moving company --, the directors face high potential liabilities if
they make mistakes. Rewarding them with options is commensurate with the
risks they take on board and the fact that our directors` fees are below
market rates.

If you have any other queries, please do not hesitate to contact me.

Peter Witton
Vice President Corporate Relations
Davnet Limited
16th floor
Standard Chartered Bank Building
4-4A Des Voeux Road
Central, Hong Kong
Tel: [phone]
Mobile: + 852 909 72014
Fax: [phone]
E-mail: [e-mail]
Web Page: http://www.davnet.com.au

[parma]

das ist doch mal was interessantes. Es zeigt zumindest, dass man
bei den DVT Jungs u. Mädels nicht glücklich ist über die Entwicklung
der eigenen Aktie.
out @ 0.56 (.55%), da ich nicht dran glaube, dass man mit 350 Nasen
300 zusätzliche Gebäude in einem 3/4 Jahr verkabeln kann.
Und da an der Börse ja auch die Zukunft gehandelt wird, sieht`s
so aus, als wenn andere das auch nicht mehr glauben.
p.

[Kastor]

Hallo hab auch vor ca.einer Stunde Davnet angemailt!
Hier die Re.Mail Flott was!!

Herr XXXXX

We see the performance of the share price as well. We consider the share
price does not reflect the real value of the company.

It is difficult to comment on reasons for the changes except to note the
generally disappointing market environment for world shares, Australian
shares and telco shares within Australia. We believe that Davnet shares
suffer adversely from this malaise. We also note that we understand that
some US funds sell down at this time of year for their own tax reasons; this
may or may not be having an impact on the market.

The performance may at the moment also be a product of where we are in our
development as a company. As a start up, we have to demonstrate we can
deliver on our forecasts. That is what we are concentrating on doing now. We
believe that the fundamentals of the Davnet business are strong: we have a
leading position in a fast evolving and fast growing market. The management
is concentrating on the "business of the business", getting out and selling
Davnet`s reliable, innovative, scalable broadband solutions. The response
from property owners and corporate end users remains generally positive. The
approval of our marketing alliance with Harmony Telecommunications in
Singapore is an example of how we are working with partners as and when
necessary to quickly roll out our products and services. We believe, in
time, the market will appreciate these sorts of developments, and this will
be reflected in our share price.

If you have any other queries, please do not hesitate to contact me.

Peter Witton
Vice President Corporate Relations
Davnet Limited
16th floor
Standard Chartered Bank Building
4-4A Des Voeux Road
Central, Hong Kong
Tel: [phone]
Mobile: + 852 909 72014
Fax: [phone]
E-mail: [e-mail]
Web Page: http://www.davnet.com.au

[Ben.In.Jam]

Danke an Euch!

Habt Ihr vielleicht auch KGVs oder KUVs?

[Infidel]

Das Folgende ist ein Auszug von der Australischen Webseite InvestorWeb, eine Subscription Seite welche in meinen Augen sehr hilfreich fuer alle welche vom Investieren in Aussie shares noch immer nicht genug haben. Man kann einen Stock Code eingeben und sich alle moeglichen Informationen anschauen.

http://www.investorweb.com.au

Davnet Limited

ASX Code: DVT
Sector: Telecommunications
Sunday, 22 October 2000 Sell
Below Average Forecast EPS Growth


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Price: $0.70 @ 20/10/00 (-0.11) 52 Week Range: $0.60 - $5.90
% Move last 3 mths: -63.9% Av. Monthly Volume: 6.5 (m)
Market Cap. ($m): 232.7 Sector Weight: 1.1%
Shareholder Benefits: Yes Dividends Paid:

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Share Price History: Earnings Details:

Year End 98A 99A 00P 01F
NPAT(m) -2.0 -4.2 1.9 -4.0
EPS -2.3 -1.7 0.4 -0.9
PER(x) -0.5 -16.7 300.0 -81.4
DPS 0.0 0.0 0.0 0.0
Yield% 0.0 0.0 0.0 0.0
Franking% 0 0 100 0
Legend: A = Actual, F = Forecast, P = Preliminary

Market Review:
DVT has posted a poor performance over the past quarter, recording a -63.9% price movement for the period, against the All Industrials Index return of -2.5%. Within DVT`s industry grouping, Telecommunications, the performance was again poor, with the industry sector recording a better -18.2% return. As a matter of interest, Pirelli Cables Australia Ltd was the best performer within the sector over the last quarter, recording a 24.2% price rise in share price terms.

Financial Results:
DVT`s most recent result, for the full year period to 30 June, was an adjusted Net Profit After Tax of $1.9m. This was up 144.9% on last year`s result, with $-4.159m recorded for FY99. Key aspects of the result included a 2184.2% increase in sales to $40.1m, a 13246.0% increase to $101.8m in other revenues, a 1284.3% decrease in net interest costs to an income of $2.6m, a 375.9% increase in depreciation and amortisation cost of $3.7m and a net abnormal of $38.1m. Other important points included a rise in the EBLITDA margin, at -58.4% against last year`s -203.5%. Total assets increased by 307.8% to $161.7m, with net debt to equity of -41.6% against the previous corresponding period`s -13.3%. Free cash-flow was weaker at $-20.8m against $-3.4m in FY99. View Point:
Through fundamental analysis, DVT`s forecast FY01 earnings per share is estimated to be $-0.01. This forecast assumes average earnings per share contraction by 305.3%pa over the forecast period, less than that of its industry sector`s forecast return of 2.6%pa. In comparison, the InvestorWeb All Industrials Index universe return is forecast at a higher 14.1%pa. Analysis of other essential measures suggests that DVT is trading at a forecast PE multiple of -81.4x compared to that of its sector`s 21.1x. Again, for the sake of comparison, the All Industrials Index forecast PE multiple is currently at 20.9x. In the past, DVT has typically traded at a discount to its sector grouping. Overall, after review of select criteria, DVT is rated a Sell at present prices.

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Key Points:

Relatively Poor EPS Growth within the Sector
Relatively Low Return on Equity at -11.6%
Relatively Poor Return on Assets at -34.7%
Highly-priced when measured by Price to NTA
Relatively Poor Interest Cover
Expensive with a Relatively Poor Cash Flow Ratio
Activities:
Davnet contracts and and fits-out premium office buildings with a whole range of communications services including video, voice and data in premium CBD buildings.

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The Infidel