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    Counsel Corp. (CXSN) - geht bald die Luzie ab?? - 500 Beiträge pro Seite

    eröffnet am 28.01.00 18:09:38 von
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     Ja Nein
      Avatar
      schrieb am 28.01.00 18:09:38
      Beitrag Nr. 1 ()
      Hi Nasdaq-Freunde,

      vielleicht sollte man diese Company mal etwas näher unter die Lupe nehmen: Counsel Corp. (CXSN, WKN: 877178).
      Nach Riesenplus am letzten Wochenende und am Montag derzeit wieder runter auf € 4,90 in Berlin, aber das wird mit kurzfristigen Gewinnmitnahmen begründet.
      Schaut Euch das Beteiligungsportfolio der Firma an, die sich immer mehr weg vom Healthcare-Sektor, hin zur Internetholding entwickelt. Mehrere IPOs stehen an!!!

      ------------------------------------------------------------
      Counsel: Pump and Dump or the Real Thing?

      http://www.individualinvestor.com

      Staff Writer: Craig Schneider (1/25/00)

      Shares of Counsel Corp. (NASDAQ: CXSN - Quotes, News, Boards) more than doubled during intraday trading on Monday as excitement continued for the investment and management company’s shift into buying positions in Internet companies.

      Until last week, Counsel has mostly been known for its stakes in the healthcare sector. But it sold off the majority of these investments early last year, and over the last four months has added four minority stakes in Internet companies to its portfolio.
      Like this Article?

      The market is finally starting to take notice – and so too, apparently, are a number of day-traders.

      Counsel shares ended Monday up $1.88, or 41%, to $6.50. This comes after shares rose 55% on Thursday and an additional 16% on Friday.

      Counsel’s core revenue driver remains the majority owned FARO Pharmaceuticals, which last week combined with Counsel’s SAGE BioPharma subsidiary. The merged subsidiary had an annualized net revenue run rate of approximately $58 million in the fourth quarter of 1999.

      FARO manufactures and markets drugs in the “below threshold” market where the annual sales of a product is less than $50 million, too small for major pharmaceutical companies to take on.

      But the market is not embracing the pharmaceutical story here. “(Counsel) was viewed as a healthcare company in the doldrums,” explains Ray Wood, an Anderson & Strudwick analyst. It was dealing with significant tax loss selling in the final few months of 1999 and as a result the stock was in rough shape, trading as low as $1.44 in mid-November.

      Its new investments indicate how Counsel’s focus has broadened into Internet and related technologies. As of September 30, Counsel had $25 million, or $75 million in cash including marketable securities, earmarked for new acquisitions in the sector.

      “You’ll see more of these types of investments coming through,” says Allan Silber, Chairman and CEO, in an interview. “We are under serious discussions with a number of them today.”

      B2B Jubilee!

      After Counsel last Thursday took a 40% stake in Proscape Technologies, a private business-to-business company, Counsel was suddenly on many investors’ radars. Almost two million Counsel shares traded that day. Proscape’s client base includes among others, Anheuser-Busch (NYSE: BUD - Quotes, News, Boards) and VoiceStream Wireless (NASDAQ: VSTR - Quotes, News, Boards).

      “It had taken people a little while (to notice) what companies they had bought,” says Wood. “They actually bought quality companies and I’m not sure most of the Street realizes that now.”

      Insiders realizing it bought approximately 76,000 shares ahead of this news.

      Back in November, investors barely took notice when Counsel purchased a 33% stake in Impower Inc., a company that supplies database direct marketing solutions over the Internet. Its client base includes Time Warner (NYSE: TWX - Quotes, News, Boards) and The Gap (NYSE: GPS - Quotes, News, Boards).

      Counsel also owns 5% of Hip Interactive (HIPI), an e-commerce business that sells consumer PC software and video games. Already public, it traded recently at $3.40 (Canadian) on the Canadian Stock Exchange.

      Delano Technology, a business-to-business, data and strategic planning software company, is filed to go public and Counsel owns a 4% stake. Its underwriter, Robertson Stephens, says it expects to price Delano’s shares on February 8, but no price range as yet has been given.

      In time, other initial public offerings from Counsel’s holdings could unlock further value in its shares. “My gut feeling is that they would probably do an IPO of (FARO) within a year,” Wood says. Given this IPO strategy, he adds, “I think the stock is extremely undervalued here.”

      Wood also estimates Counsel’s value by taking a look at comparables for its Internet and pharmaceutical investments. For instance, Wood believes that Kana Communications (NASDAQ: KANA - Quotes, News, Boards), which has a $6.7 billion market cap, is a fair comparable to Delano’s business.

      Digital Impact (NASDAQ: DIGI - Quotes, News, Boards), with its $1.1 billion market cap, is a good comparable to Impower, Wood says.

      Proscape’s business rivals that of E.Piphany Inc. (NASDAQ: EPNY - Quotes, News, Boards), which has a $4.8 billion market cap and Siebel Systems (NASDAQ: SEBL - Quotes, News, Boards), which has a $16 billion cap, Wood says.

      King Pharmaceuticals (NASDAQ: KING - Quotes, News, Boards), with a $2.9 billion market cap, and Dura Pharmaceuticals (NASDAQ: DURA - Quotes, News, Boards), with its $793 million market cap, are his comparables for FARO.

      Counsel’s $160 million market cap pales in comparison to all of these figures. “We’re still in the early stages,” says Wood. “The institutions have not gotten involved in this yet.”

      Unfortunately, since some day-traders have gotten hold of the shares, Wood warns that the stock is going to be volatile for some time. It may take a few successful IPOs for the market to really take notice.

      With the upcoming IPO of Delano and Counsel’s broadening of its investment focus to the Internet, we think its shares still have room to run. There could be volatility, but the strategy should bode well for the company, whose shares closed Tuesday down $0.03 at $6.47.

      Bottom Line:

      The stock may be pressured by some day traders taking profits in the near-term, however we would counsel investors to regard Counsel as a solid long-term investment.
      ------------------------------------------------------------

      Also - strong buy oder Luftblase?
      Hab mich jedenfalls mal ein bißchen eingedeckt...

      Caesar
      Avatar
      schrieb am 08.02.00 16:01:26
      Beitrag Nr. 2 ()
      Consel ist das zur Zeit günstigste Investment im Biotechsektor. KGV von nur 5 / Buchwert 60% über Kurs!!!!!!!!!!!! KAUFEN!!!!!!( aber einige wollen es nicht begreifen). Bodenbildung abgeschlossen. Kurs zieht nach oben ( s. z.B. Chart bei comdirect ).
      Avatar
      schrieb am 10.02.00 15:38:12
      Beitrag Nr. 3 ()
      Counsel geht ab!! Mein Broker stellt den Kurs ca. 100% höher. In Deutschland schläft der Freimakler ein bißchen : Rein ! hier die News von heute
      Thursday February 10, 8:56 am Eastern Time

      Company Press Release

      Counsel Corporation Announces US$43 Million Value of its Investment in Delano
      Technology Corporation
      Avatar
      schrieb am 16.02.00 18:02:00
      Beitrag Nr. 4 ()
      Counsel heute 6% in USA. Wir aber immer noch 50% unter Buchwert gehandelt. Unglaublich!
      Avatar
      schrieb am 23.02.00 17:07:41
      Beitrag Nr. 5 ()
      Wednesday February 23, 8:28 am Eastern Time

      Company Press Release

      Counsel Corporation Acquires Minority Stake in ci4net.com

      TORONTO--(BUSINESS WIRE)--Feb. 23, 2000--(NASDAQ:CXSN - news; TSE:CXS. - news)


      US$2 Million Stake Is Latest in a Series of Counsel Investments

      in Internet, Communications and Other Technology-based Enterprises

      Continuing the implementation of its strategy to pursue Internet, communications and other technology-based investments and thereby build shareholder value, Counsel
      Corporation, of Toronto, Ontario (TSE: CXS / Nasdaq: CXSN) (``Counsel`` or the ``Company``) today announced that it has invested US$2 million as a participant in a $60
      million strategic equity placement by ci4net.com, Inc. (www.ci4net.com).

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      Avatar
      schrieb am 03.03.00 14:46:38
      Beitrag Nr. 6 ()
      Hi an alle,

      dank Caesar69, der übrigens ein Kollege von mir ist, habe ich mir auch ein paar CXSN-Scheinchen ins Depot gelegt.

      Leider gibt es von dem Unternehmen nur sehr spärliche News.

      Kennt jemand was Neues? Aber bitte keine Gerüchte, sondern Fakten.
      Die Aktie hat z.Zt. in Deutschland (fast) überhaupt keine Umsätze...

      Danke,
      Duck
      Avatar
      schrieb am 22.03.00 12:16:32
      Beitrag Nr. 7 ()
      Interessiert sich hier denn plötzlich keiner mehr für CXSN???
      Warum ist es so still um den Wert?

      Duck
      Avatar
      schrieb am 28.03.00 16:16:18
      Beitrag Nr. 8 ()
      Jetzt gehts es los!


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      Counsel Corp. (CXSN) - geht bald die Luzie ab??