NPSC News + Updated DD
Acquisition news today
biz.yahoo.com
Up over 125 percent in last few days, still roughly 1000 percent undervalued. Updated
filings, new products, major new customer announcements. Under accumulation.
In developing its Internet business, New Paradigm has concentrated on partnering with
advertising agencies as they have the relationships with target enterprises at the right
(strategic) level. The Group now has a number of major enterprises as clients,
either directly or through advertising agencies. These include Motorola, Travelodge,
Novartis, New York University, Icelandair, the Socttish Tourist Board, and many others.
newparadigm.com
skcadvertising.com
This strategy has proven very successful:
Internet Services
----------------------
New media consulting, basic website creation and hosting
Custom legacy integration (web enabling backoffice systems/databases)
As a by product of technology they have developed in support of their customers
New Paradigm has created independently marketable solutions or products.
An example of these follow:
Computer Postcards
computerpostcard.com
BuyBanner (aka, e-commerce in a box)
buybanner.com
Example implementation of Buy Banner, by Cendant subsidiary
travelodge.com
Trading about .6 times revenue.
A competitve comparison, from a value standpoint:
Competitor----Price to Sales Ratio-----Market Cap----1/6/00Stock Price---12/98revenue
------------------------------------------------------------------------------------------------------------
MMPT-------------- 11.9------------------------749M------------65 7/8----------------42.5M
USWB--------------- 8.09-----------------------3.1B-------------37 1/4---------------228.6M
RRRR---------------- 27.5-----------------------1.1B-------------28 3/8-------------------4.7M
KTWO---------------1.4------------------------ 28M------------ 8 5/16------------------ 6.4M
NPSC----------------- .6-------------------------3.8M------------ .93----------------------2.7M
Revenue Matrix: NPSC Quarterly History
------------March---------------June----------Sept-----------December-------
1999------707K--------------1103K----------1217K------------due--------------
1998-------91K----------------533K-----------627K------------707K-----------
1997-------n/a/----------------n/a--------------n/a---------------56k--------
NPSC SEC filings:
edgar-online.com
Unofficial price target = $10-$15, in 12 months |
