unentdeckte Amerikanische Mid-Cap: THAON COMMUNICATIONS - 500 Beiträge pro Seite

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Das neue Real-Papier??? Ich denke THOAN COMMUNICATIONS hat auf alle Fälle Potential auf einem wachsenden Zukunftsmarkt.

Hier eine Analyse/Informationen von

Thaon Communications
("THAO": NASDAQ OTCBB)
by Tom Heysek

Welcome to The Micro-caps News. As we all continue to realize the volatile state of the current stock market and what seems to be an economy more of bad news than good we believe the best short and long term investments are still very much available and stand waiting for the eyes of the people willing to take calculated risks.

In this edition, we feature Thaon Communications, a company poised to benefit from the commercial reality that the Internet is still growing rapidly amongst users who want information. We equate all of this to the media that relentlessly pounds all airwaves for listeners, viewers and to provide the people of the world with more information & more content. Take for example Television. Most Americans have at least two TV`s in their homes connected by either cable or satellite with on average well over 100 channels available. 25 years ago the number of channels on average was only around 10. We truly live in an information age.

With the Internet still growing by over 50,000 people per day, in just three years, Internet users will surpass over 1 Billion people worldwide (from 350 million today). With these trends in mind---I ask you, the reader, one simple question.

Do you believe that you will view MORE or LESS video, live events and other streaming/interactive presentations via your Internet connection over the next 2-3 years?

After all, when the stock market goes up, where do you want to be?! After extreme due diligence, we strongly believe we have identified an undervalued company with tremendous upside potential! The company has gone from $300,000 in revenues 2 years ago to an amazing 28 million last year and is on track to do 50 million plus this year. Take a very good look at the enclosed corporate profile on Thaon Communications (THAO) and you`ll understand why, @ $2.50, this company should be in your portfolio!

Thaon Communications (NASDAQ OTCBB: "THAO") is that company.

The "NEW" Management team that built a communications solutions business into a $50 million a year enterprise now heads up Thaon Communications (THAO.OB).

Existing media and distribution contracts for "THAO" already in place track into $36 million in sales this year, and growing…

"THAO" will be an immediate beneficiary of imminent technological breakthroughs in streaming media enhancements for the growing economy of live streaming media.

Donald Evans (the new US Commerce Secretary) was recently quoted at a breakfast meeting with members of TechNet during a speech at the Stanford Park Hotel in Silicon Valley, March 23rd:

"(Federal) Government gave generous subsidies and concessions to build 19th century railroads and 20th century interstate highways. Like the rails and roads, broadband (streaming media) is now a part of the country`s infrastructure". Quote as appearing in an article from Associated Press.


Thaon Communications is the Premier Company in the business of state of the art streaming media technologies. Please read on…

Thaon Communications is a holding company whose principal operating subsidiaries (CastPro.com and Prime Time Media Solutions) provide cost-effective global communications and marketing services through television and the Internet.

Although total advertising expenditures are expected to exhibit a year-to-year decline in 2001 in relation to 2000 in part reflecting reduced dot-com funding, the three media segments in which Thaon Communications operates (national television, cable television and the Internet) are actually increasing at a considerably greater rate than advertising expenditures in more conventional print media.

Forecasts call for the Company`s sales to almost double to $50 million in 2001, up from $28 million in 2000, and to almost double again in 2002 to $90 million. Projected EPS of $0.05 in 2001 compares favorably with an estimated loss of $0.05 per share in 2000. EPS in 2002 is estimated at $0.25

The earnings of two more established advertising enterprises, Interpublic (NYSE: IPG) and True North Communications (TNO), are valued at a multiple of 27 and 38 times (respectively)---therefore, assigning a multiple of 20 times Thaon`s 2002 estimated EPS yields a target stock price of $10 / share by year end.

In the first quarter, the Company has added SONY Direct Music, Dermal Tone International, Mandalay Sports Direct and Mantra Films to an already impressive roster of corporate advertising clientele.

Thaon Communications begins 2001 beyond the "proof-of-concept" phase. It is no longer a development stage company as defined by the SEC. Media contracts executed in January and February alone equal $36 million in sales on an annualized basis.

All key management positions are now filled to enable unbridled sales-generation activities of all business units (Mobile Production Units, 10,000 square foot studio in downtown Los Angeles, Infomercial Placement/Distribution/Production and conventional advertising).

Amidst an overall stock market desperately looking for direction, THAO is positioned an investment worthy candidate possessing reasonably transparent (and rapidly increasing) earnings over the next two years.



Important Common Stock Data for your Information.

Recent Price: $2.50 Shares Outstanding: 59.3 million
52 Week High: 3.25 (11/29/00) Float: 17.5 million
52 Week Low: 1.63 (07/19/00) Market Capitalization: $148. million


Forecast of THAO`s results for:

12/31 financial year Sales (mm) Earnings
Per Share P/E

2000 (p) $28 ($0.03-) n/c
2001 (e) 50 0.05 50 times
2002 (e) 90 0.25 10 times


Other Advertising Companies:

Recent Price EPS P/E
Interpublic (IPG) $34.15 $1.30 27 times
True North (TNO) 38.25 1.00 38 times


History and Nature of Business

Thaon Communications "THAO" is a holding company whose subsidiaries provide communications and marketing solutions through television and the Internet. The CastPro subsidiary provides live and on-demand webcasts for corporations (shareholders` meetings, Regulation FD compliance, Analysts` Q&A) and for major events (sports, entertainment, etc), utilizing digital wireless mobile production units (MPU`s). CastPro also operates a 10,000 square foot studio in downtown Los Angeles.

The Prime Time Media subsidiary provides television placements, branding and product developments worldwide. Having been a factor in infomercial placement since 1995, Prime Time has seamlessly meshed into conventional advertising this year, entering into contracts with Mandalay Sports Direct and Mantra Films. Prime Time is also working on the following projects---all of which are expected to contribute to first quarter operating results (to be reported in mid-April):

Multiple campaigns for artists under the SONY label (Bob Dylan, Billy Gilman and the Baha Men)
Campaigns for Grammy Award nominees Gloria Estefan and Barbara Streisand
Playboy`s Greatest Parties (Blind Date)
…To name a few of the projects underway, and utilizing the CastPro business unit`s production facility.

As illustrated in Table I, Advertising Expenditures represents approximately a quarter of a trillion dollar industry. While the overall growth in Advertising Expenditures is expected to taper off this year after an exceptionally robust 2000, industry observers project those segments of that industry space in which Thaon operates to exhibit 10%-15% growth this year. Network television, Cable television and Internet advertising (Thaon`s media markets) represent about 30% of total Advertising Expenditures.

Table I: National Advertising Expenditures

Chg 1998 1999 2000 (p) 2001 (e) %
------------------------in Billions------------------------
$ % $ % $ % $ % `98-`00

Newspapers 44 22% $47 $49 $45 19%
Magazines 10½ 5% 11 13 10 4%
Network Television 1 39 19% 40 45 45 19%
Cable Television 1 8 ½ 4% 10 12 15 6%
Radio 15 7% 17 23 25 11%
Internet 1 1 1% 2 4 8 3%
118 58% 127 146 148 62% +25%
All other 2 84 42% 88 96 87 38% + 4%
Total 202 100% 215 242 235 100% +16%

1 = Network TV, Cable
TV and Internet
$48½ $52 $61 $68 + 42%
Percent of Total Advertising
Expenditures 24% 24% 25% 29%
2 = Yellow Pages, Direct Mail and Trade Journals


Thaon`s Top Level Management

Adam Anthony, Chief Executive Officer and Director.
Mr. Anthony was co-founder of Prime Time Media Solutions at the time it was acquired by Thaon Communications last December…at which time he was appointed CEO of Thaon and elected to the Board of Directors. A former All-American golf and touring professional, his competitive capabilities, leadership style and business skills were instrumental in developing Prime Time`s reputation as a reliable source of innovative media planning and advertisement placement strategies. This was widely evident in Prime Time`s burgeoning and recurring revenue base. This now becomes an important component of Thaon`s recurring revenue base.

In conjunction with Mark Jones, formerly President of Prime Time Media and now President of Thaon`s Prime Time Media subsidiary, within four years of inception, Prime Time`s annual revenues surpassed $50 million.

Robert McNeill, Chief Financial Officer.
Mr. McNeill had previously been Regional Vice President of Security National Bank, managing the Financial Institutions and Private Banking Departments of that bank. He was also an SVP at Sanwa Bank, where he developed and implemented business development strategies, and prior to this, Corporate Finance Operations Officer for Pacific National Bank. His banking and finance focus includes corporate finance solutions for emerging growth companies.

Mark Jones, President of Prime Time Media Solutions.
Mr. Jones is the other co-founder of Prime Time, and now heads-up this Thaon Business Unit. His achievements at Prime included the establishment of paid-programming of regional sports networks across the country. Prior to Prime Time, Mr. Jones was National Sales Manager for a San Antonio- based media placement firm, and extensive experience as a media-placement specialist. In addition, Mr. Jones provides Thaon with strong relationships with television networks, which has enabled the placement of prime time media solutions at competitive rates. The combination of his creative applications, practical experience and know-how at developing media strategies augurs well for Thaon to offer its clients cost-effective media exposure.

Geno Brunton, President of CastPro.com.
Prior to this position, Mr. Brunton was Senior Producer, Writer and Director of TVA Productions since 1995. Business World News is a national television property, and was originally broadcast on CNBC, then TLC (The Learning Channel, part of the Discovery Channel). From 1988 to 1998, he was employed in positions of progressively increasing responsibility in the Production and Advertising industry, including conceptualizing, marketing and producing documentaries and internationally distributed films.

Thaon`s Earnings Model

Our earnings model for Thaon Communications follows. At this point, with all key members of management having recently been installed (since December), we are probably a month away from formalizing a quarterly forecast of operating results--- however, a reasonably transparent earnings model can be assembled on an annual basis.

The 2001 financial year represents the first full operating year under this management team, and in fact, our top-line and earnings expectations for this year mirror results from 1999.

Summary for the Potential Investor: Just as I wrote in the beginning of this article, I believe that there still are great companies available today who are growing and offer excellent investment opportunities. Thaon Communications is one of those companies. They have a solid business model in a truly growing industry. The revenues prove it, the market proves it, and bottom line if you`ve read this far, you believe it. We certainly do too.

Please take a couple of extra minutes and click here to subscribe for more updates and new information with NO Obligation from Thaon Communications.

If you have questions for our Research Analyst, then click here and complete our Contact Form and ask your question. Our staff will be happy to assist you and if you`d like we will even contact you directly via the telephone or email.

Until then, if you would like an Action Plan to begin investing into Thaon Communications, then please review the following.

Recommended Actionable Investment Plan:
For the Long Term Investor: Commit $30,000 to accumulate up to 10,000 shares of THAO over the next five trading days through your online broker. Then, await corporate developments during the 2nd quarter (ending June 2001), as the Company ramps up sales and earnings.
For the New Investor: Commit $1000. - $5000.00 to accumulate between 300 - 1500 shares of THAO over the next month. This will allow you to put aside a good investment program for yourself inside the Thaon model and help you to reap the rewards of a sound investment program for your financial future.


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Was denkt Ihr???

Grüsse,

Andi

[N.Y.]

Ich denke das ist Bullshit. Ich habe von irgendeinem amerikanischen e-mail Verteiler, ich glaube, guru.com oder so schon vor 6 Monaten die Empfehlung bekommen. Die empfehlen nur sehr marktenge Werte.
N.Y.