ACOM, NTPL, & INPR Weekend DD, with thanks to others on the thread for their contribution! Post#1
I borrowed a few things from the thread and added and dissected a few different ways to gain some perspective on the upcoming IPO for ACOM. I thought others might be interested in seeing the numbers I came up with to help with their investment strategies. Or if you are really ambitious, capture the information in a text file and import it into Excel and do your own what if's.
I compared a few companies from the B2B sector that have similar business plans to ACOM. From the 13 companies that I used the marketplace has valued them at $28.25 billion with total outstanding shares of 509m. The average share of this group is valued at $55.43. This group has total revenue estimated for the last nine months of $1.26 Billion or $2.48 per share. The first spreadsheet was sorted by gross revenue per share as reported on Yahoo from the last few days. SO CONSIDER THIS A SNAPSHOT IN TIME ONLY. The data is changing daily! The second spreadsheet is sorted by Institutional ownership., and the third sheet is sorted by Market Cap.
What do I think of all this number crunching?? It certainly gives the impression that NTPL is grossly undervalued. INPR is also undervalued, and ACOM would have to trade at $64 to reach the $2.17B market cap average. If NTPL or INPR were to reach the group average they would be trading at $170 and $37 per share respectively. We can also see that MMPT and USWB and SAPE the revenue leaders of this group are more widely held by institutions than NTPL. If the institutional buyers come in and start buying NTPL we could see some very dramatic price movement. INPR is also involved with SUNW and is doing some very interesting things. I have included some links that can be investigated for further research. I am thinking it might be better to hold onto a core position in NTPL for 30-90 days and wait for the institutions to figure out what many already have. Monday, I'm sure the long & short traders will be all over NTPL working the intraday swings for each and every 1/4 point they can get. But this is a long pick that Kimberly has thought out very carefully. My hats off to her for bringing it to my attention. It may not go straight to the moon, but patience and the natural rotation of dollars into the next hot company will reward NTPL's continued business efforts over the next few quarters. In the mean time this B2B group will continue to attract institutions and individual investors for both short and long plays. VIAN @ $87, RAZF @ $76 and LUMT @ $31 appear to be valued rather generously, and if NTPL continues to generate revenues at the current rate they should reach simliar valuations in the not to distant future. I can see why ACOM was so oversubscribed, we shall see what this does to the valuations of others in this group on Tuesday and Wednesday.
Thanks for letting me digress, I will go back to lurking mode!
Lightfoot! Long NTPL, INPR, ASDS and watching MMPT and USWB very closely. ACOM is a strong buy at $24,
Links to more info!
ACOM Comparision
zdii.com
Yahoo comparision
quote.yahoo.com
Thanks to Bob Martin for this information on the B2B discussion!
<BOB MARTIN USA: By far, the best articles I have seen written on B2B stocks is by briefing.com. You must be a subscriber to access these articles (although you could sign on for a free trial and access this way). It is one on the few paid sites that I think is well worth the money and it is not expensive ($70 per year). You can access with this link: <http://www.briefing.com>, then click under the section or heading labelled: "Stock Briefs". They are currently running an extensive review of the B2B sector with four sections already published.
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