Ron, to your question
well a bit delayed, but I had the chance to talk to ken. (He was yesterday not at his desk.) It was a very pleasant conversation, however as expected not much details. Just general stuff and some explanations. Basicly the same, as we know with the year end result to be announced end of March. That's just how the internal schedule for the financials auditing is done. Web page will most probably not come as a company home page. The state television in Brazil is using the onpt machine for the weekly lottery drawing and there are some bigger customer in the same country too. It seems, that some old customers and eventually some new ones over there. (But this issue was not too clear, so I might be wrong with that "mis-interpretation".)
Well regarding States: it is Conneticute (or whatever writting),others
haven't been mentioned to me. There are other ones for biding, but this one is there for real.
My opinion ? Hm ? I am a little "tiny" bit smarter, than before. I think to Hold (which I thought before). It sounded good - but not too rosy, which I like especially. I think, the results will further prove the Turnaround in this stock. My own opinion is that we should see the Third consecutive quarter in profit. This might not triple the current price immediatly, but we are on the good track to do so later on ...
AH YES ! I ALMOST HAVE FORGOTTEN the MOST IMPORTANT NEWS (at least for me): they are -NOT- financing via Regulation S debtures ! (I begged them not even consider to do so EVER !)
Thanks and regards,
Stefan |
