KGV 5- mind. 100% Kurspotential - 500 Beiträge pro Seite

[go4us]

Durch einen OTC-Börsenbrief bin ich auf eine sehr interessante Aktie gestoßen.

Es handelt sich um Brandpartners (WKN: 634829, OTC:BPTR), eine Beratungsgesellschaft, die ihre Kunden vor allem in der Finanzbranche hat.

Gestern nach Börsenschluss hat die Firma für 2004 ein Umsatzwachstum von 50% gegenüber 2003 auf 50 Mio $ bekannt gegeben sowie einen Gewinn/ Aktie von 0,39$ - und das bei einem Schlusskurs von 0,99$!!!
Darin enthalten ist ein außerordentlicher Ertrag aus Steuererstattungen von 0,25$, aber auch dann bleiben 0,14$ übrig.

Der Umsatz soll 2005 und 2006 weiterhin stark gesteigert werden - bei 31 Mio $ Auftragsbestand Ende 2004 und neuen Aufträgen bis Ende Februar 2005 von 8,3 Mio $ sollte das kein großes Problem sein.

Man rechnet mit 0,20 $ Gewinn/ Aktie für 2005 - also ein KGV von 5.

Der Kurs befindet sich in einem stetigen Aufwärtstrend - man hat aber den Zahlen bisher nicht recht getraut. Jetzt ist der nachhaltige Turn-around bestätigt und ich erwarte bereits für Montag stark steigende Kurse.

Wenn das 52-Wochen-Hoch von 1,20 $ geknackt wird, sollte ein schneller Ansteig bis 2 $ erfolgen. Bis Ende des Jahres sind 3-4 $ nicht unmöglich.

Also: nicht zu lange warten mit dem Einstieg!! Angesichts des geringen Umsatzes in Deutschland rate ich zu einem Kauf in den USA.

Viel Erfolg!!

Und hier die Meldung:
BrandPartners Announces Record Income and Revenues for Its 2004 Fiscal Year
Friday March 18, 4:01 pm ET
Revenues Surge 50% to $50.6 Million with EPS of $.39


NEW YORK--(BUSINESS WIRE)--March 18, 2005--BrandPartners Group, Inc. (OTCBB:BPTR - News), a next-generation provider of integrated retail environment services to the burgeoning retail financial services sector, today announced record financial results for the twelve months ended December 31, 2004.
The results, showing the strongest annual gains in both revenue and income in the Company`s history, include:

Net income for the 12 months ended Dec. 31, 2004 grew to $14.2 million, or $.39 per fully diluted share, including one-time gains related to forgiveness of debt of $9 million.
Net income for the same period excluding the one-time gains related to the forgiveness of debt grew to $5.1 million, or $.14 per fully diluted share, a $16.0 million improvement over the previous year`s loss of $10.9 million.
Revenues for the 12 months ended December 31, 2004 were $50.6 million, a 50% increase over the previous year`s $33.7 million.
"Quite simply, we have achieved the best year in the Company`s history based on revenues and profitability," said James Brooks, Chief Executive Officer for BrandPartners. "The confluence of our financial restructuring and a highly articulated business strategy enabled us to achieve record revenues and net income. Through negotiations, restructuring, and pay downs, we reduced our total debt from $21.5 million on December 31, 2003 to $9.6 million on December 31, 2004, an $11.9 million reduction. And, as for our start to 2005, our backlog on December 31, 2004, was $31 million, a historical high for the Company that represented a $10 million increase over the backlog on December 31, 2003."

BrandPartners anticipates continued growth in the coming year. "We are continuing to execute and improve upon our business model, and we believe that the company will continue to aggressively grow its revenue stream in 2005 and 2006," said Mr. Brooks. "To achieve that goal we are continuing to invest in the Company and are pursuing growth opportunities by expanding our sales force, prospecting for opportunities in new markets domestically and internationally, developing new products and services, and evaluating possible acquisitions and partnerships that will allow us to cross-sell our core products and services to new industries."

Other financial results include an increase of fourth quarter revenue to $11.9 million, compared to $9.5 million for the comparable quarter of 2003. The net income attributable to common stockholders for the quarter was $1.1 million, and the earnings per common share was $0.03 fully diluted, compared to a net loss of $4.0 million, or $(0.21) per fully diluted common share for the three months ended December 31, 2003. Additional financial information as well as other corporate data will be included in the Company`s Form 10-K to be filed with the Securities and Exchange Commission this coming week.

The reported 50% 12-month year-over-year revenue gains -- from $33.7 million in 2003 to $50.6 million in 2004 -- underscore the strength of BrandPartner`s business and growth strategies. The Company attributed the increase to a range of factors, including diversification of its client base, introduction of new marketing solutions, and strong demand for products related to branded retail environments in the financial services industry.

Tony Cataldo, BrandPartners` Chairman, added, "I believe that Jim and his management team have done an extraordinary job positioning the company to continue increasing its penetration of the financial services industry. Simultaneously, they have created a powerful entrepreneurial spirit to enable the company to generate strong revenue and net income growth by transferring its core competencies to other industries."

Conference Call

The Company announced that it will be hosting a conference call and webcast discussing BrandPartner`s financial results on Monday, March 21, at 12 noon Eastern. BrandPartners` Chairman Tony Cataldo and Company President Jim Brooks will be available to answer questions and discuss the current state of the company. To listen to the webcast, investors can click on www.trilogy-capital.com prior to the call or can dial 888.428.4479 and reference the BrandPartners conference call. International callers can dial 612.288.0329. Interested investors can email questions in advance of the call to [e-mail]. A text transcript and audio recording of the call will be archived for future reference at www.trilogy-capital.com.

About BrandPartners Group, Inc.

BrandPartners Group, together with its wholly owned subsidiary Willey Brothers, is a design, architecture and marketing Company creating the next generation of banking and financial services retail environments through a range of integrated financial facility solutions and services. The Company`s comprehensive suites of services include Branch Planning, Architecture, Facility Construction, Market Intelligence and Consulting, Strategic Business Planning, Brand Translation, and Retail Merchandising. The Company leverages the high rate of change and growth in the financial services retailing marketplace, capitalizing on its ability to provide the design and branding needs of institutions of all sizes, including worldwide, regional and community banking. The Company has provided its design, architecture, and/or marketing expertise to more than 1,600 financial services companies, touching more than 24,000 branches of U.S. financial institutions. For more investor-specific information, including daily and historical Company stock quote data and recent news releases, please visit http://www.trilogy-capital.com/tcp/brandpartners. To read or download the Company`s Investor Fact Sheet visit http://www.trilogy-capital.com/tcp/brandpartners/factsheet.h…

Cautionary Language

Statements in this press release that are not statements of historical or current fact constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve known and unknown risks, uncertainties and other unknown factors that could cause the actual results of the Company to be materially different from the historical results or from any future results expressed or implied by such forward-looking statements. Such factors include among others: the Company`s ability to successfully complete contracts and receive timely payment, continued services of executive officers of the Company and its subsidiary; the Company`s ability to refinance or obtain an extension of its existing debt; its ability to continue to obtain waivers of covenants and other defaults under its debt instruments and credit facilities; its ability to identify appropriate acquisition candidates, finance and complete such acquisitions and successfully integrate acquired businesses; changes in its business strategies or development plans; competition; and its ability to grow within the financial services industries. The forward-looking statements contained herein are also subject generally to other risks and uncertainties that are described from time to time in the Company`s reports and registration statements filed with the Securities and Exchange Commission.



--------------------------------------------------------------------------------
Contact:
Trilogy Capital Partners (Investor Relations)
Paul Karon, 800-342-1467



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Source: BrandPartners Group, Inc.

[dermitdemdowtanzt]

Charttechnisch drängt sich eher auf das Teil zu shorten
Long wenn der Börsenbrief seine Bestände losgeworden ist, bei 75Cent kann man mal gucken

[go4us]

@dermitdemdowtanzt

Ich bin da nicht ganz Deiner Meinung .
Der Chart befindet sich in einem langfristigen Aufwärtstrendkanal und ist jetzt -zugegeben- kurz nach unten ausgebrochen, aber nur am Freitag. Dies ist aber meiner Ansicht nach aufgrund der Unsicherheit über die anstehenden Zahlen erfolgt.

Sollte ich richtig liegen, wird es am Montag einen deutlichen Kursanstieg geben - und dann ist auch der Chart sofort wieder im Trendkanal. Somit ist der Ausbruch nach unten heilbar.

Bei fundamentalen Neuigkeiten ist halt die Charttechnik sekundär, siehe Research in motion (RIMM). Wer hätte auf die letzten Freitag charttechnisch gesehen auch nur einen Euro verwettet und jetzt stehen sie 40 % höher, weil es unerwartete news gab.

Man muss halt immer beides sehen .

Lassen wir uns überraschen und bewerten am Montag neu, bin mir aber relativ sicher, dass ich richtig liege.

greetings,
go4us

[Trader007007]

Kauf lieber

IFEX A0BLX3

2005 = IFEX - Jahr

[Boersenkrieger]

hmmm kuv bei 31/51 ...billiges teil... nur ist mir die finanzbranche was kleinere unternehmen angeht so ganz und gar nicht geheuer irgendwie

[Broker223]

stell doch bitte mal eine kennzahlenübersicht zu diesem wert hier hinein.
gruß broker

[go4us]

@Boersenkrieger: Brandpartners ist nicht in der Finanzbranche tätig, sondern berät diese, ist also eher ein Consulting-Unternehmen

@Broker223: Kennzahlen sind unter finance.yahoo.com zu erhalten, wenn man das Kürzel "BPTR.OB" eingibt; dann unter "key statistics", "analyst estimates" bzw. "income statement" nachsehen. Insbesondere bei letzterem ist anhand der Quartalsübersicht der beeindruckende Turn-around zu sehen.

Der Börsenbrief "OTC Journal" hat übrigens gestern abend eine Aktualisierung zu Brandpartners heraus gegeben. Finde ich schön, dass dort meine Einschätzung geteilt wird (s. posting #1)

Nachstehend der Text:
BrandPartners reported outstanding year end numbers after the market closed on Friday. Let`s get right to the results:

`04 Revenues came in at $50.6 million, up 50% from `03`s $33.7 million in revs
`04 Earnings came in at $14.2 million; $.39 per share (this number is not meaningful as $9 million of the earnings was forgiveness of debt)
`04 Operating earnings (this is the important number) were $5.1 million- improving by $16 million over `03.
Operating EPS for `04 came in at $.14 per share. This is the meaningful number.
At the end of `03 BPTR had $21.5 million in debt. At the end of `04 BPTR had $9.6 million in debt. Between restructuring and pay downs, BPTR has reduced its debt and strengthened its balance sheet considerably.
For those of you who have been following my commentary, you should recall I predicted $.12 to $.14 EPS for the year. We came in at the high end of the range.

With `04 in the rear view mirror, it is now time to set our sites on `05. In my view, this is the single most important fact disclosed in Friday`s press release:

"as for our start to 2005, our backlog on December 31, 2004, was $31 million, a historical high for the Company that represented a $10 million increase over the backlog on December 31, 2003."

BPTR turned the corner into `05 with $31 million in business booked already. Can you visualize $100 million in `05? I can- it`s possible, although certainly not necessary for this stock to trade to much higher levels.

I invite anyone to show me any metric by which BPTR is not still absurdly undervalued. A P/E of 7 as compared against a 50% top line growth rate, significant debt reduction, and strong margins is anemic. If the stock had a large audience or more institutional sponsorship, it would be trading at at P/E of 20- $2.80 per share.



Look for the company to spend a little money to establish an international presence this year. I believe they are going to target Europe early in the year, and could expand to South America as well. Also, look for them to expand horizontally into other financial services markets in the US. Brokerage firms, money lending stores, and the like are in their cross hairs.

BPTR has a plan to make a stronger effort to get its story out in front of the investment community. With their results, it should be a fairly simple task to find buyers for this stock.

If BPTR doesn`t trade up over the next few days count me as stunned. This outstanding performance will have been sabotaged by a paralyzed market. A short squeeze might also be in the offing, as BPTR does appear on the SEC`s Threshold Security list.

The chart is also very favorable. The stock has delivered a perfect Fibonacci 61.8% retracement as measured from mid February low of $.90. Look for a strong rebound early next week.

To me, the most interesting number is $1.20. The stock touched off the $1.20 level on April 28, 2004. This was a multi year high. If the stock can eclipse the $1.20 level, who knows where it might go.

If the market refuses to bid this stock higher, view it as a golden opportunity to accumulate more. High oil prices, rising interest rates, and commodity stocks are drawing all the demand. When the money swings back, you can be in the right stock at the right time.

[dermitdemdowtanzt]

Hab das Teil mal auf der Watchlist
Zum mitlaufen lassen morgen mal der hourly chart
Schaun mer mal

[dermitdemdowtanzt]

Wie erwartet ein Rohkrepierer!
Der Chart lügt halt nicht

Wer hier eingestiegen ist, liegt schon 10% hinten seit Empfehlung

Nur komisch, daß sich die autoren solcher threads dann nicht mehr blicken lassen

[go4us]

Hallo dermitdemdowtanzt,

Du hattest Recht.

Da ich in der Aktie investiert bin, bin ich reichlich enttäuscht über die Kursentwicklung.

Die Zahlen sprachen eigentlich für sich, sie scheinen nur niemanden zu interessieren.
Am Tag nach der Bekanntgabe gab es einen deutlich steigenden Umsatz und in der Spitze ging es auch 10% nach oben, leider aber nicht nachhaltig.

Da ich die Entwicklung der Gesellschaft nach wie vor aber positiv einstufe, bleibe ich erst mal investiert.

Warten wir mal ab, wie die mittelfristige Entwicklung ist.

Gruß,
go4us

[dermitdemdowtanzt]

Hatte ja gesagt, ich guck bei 75Cent nochmal
Ging ja zügig.
So sieht das Dilemma jetzt aus:


#go4us
Ich wollte kein Recht haben, finde es nur sehr auffällig wenn eine Aktie ein Tag vor Bekanntgabe der Zahlen den Aufwärtstrend bricht und eine Empfehlung von einem Börsenbrief gleichzeitig kommt.
Im Weekly der Aufwärtstrendkanal hat erstmal gehalten, kaufen würde ich aber erst, wenn die Indis gedreht haben!
Und die hätten noch Luft.
Also immer schön an Trendlinien glauben, der Chart kennt die Zahlen schon vorher
Wünsch dir viel Glück und Erfolg noch mit dem Investment, ehrlich! Deine guten Absichten kann man rauslesen.
Bye