Everybody,
The more I look into this the more I like it!
Short-termers, you might want to consider this as a long-term keeper.
Everyone in this, should look at the 11/99 analyst presentation from netplex. netplexgroup.com
here's a summary:
netplex b2b services - $50M run rate, 39% margin, 154% growth rate
techcellence subsidiary - $40M run rate, 3.6% margin, 10% growth rate
techcellence business could be huge - they're proposition is to cut out the tech contractor agencies (who get a 25-35% cut) and act as the immediate intermediary between the contractors and the hiring companies.
peer group chart comparison - scient, viant, proxicom, sapient, usweb
when they did the presentation, their market cap was only $20M, now they're around $100M, but still multiples below their peers who have much less revenues. |
