Ampal-American Israel Corporation (NASD: AMPL, NASD:AMPLP) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Ampal-American Israel Corporation (NASD: AMPL, NASD:AMPLP)

AMPL 11.91

-0.1%

10:37 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: caly who wrote (73)	9/25/2000 5:12:13 PM
From: architect*	Read Replies (2) of 77

thanks calypso, Huge wealth has been created in VC. CSCO like everyone else knows the venture capital investors in the USA are getting more and more competition. No doubt AMPL is holding several private companies that have state of the art technology and will eventually become successful companies. AMPL is way ahead of the field in finding the Israel gems. Article after article has discussed the current difficulties of venture capital in the United States. AMPL has been buying up private Israel technology companies for over 6 years. The Stock Market has concerns over cash flow and the ability of venture capital companies to continue to find good deals in the future. This is bad news for dot.companies and incubators. IMO AMPL has both of these problems resolved. With most of AMPL's portfolio still private companies. IMO the market currently has AMPL way undervalued based on the market value of these private investments. AMPL carries the value of their assets as the amount of the original investment. (Each VC company reports differently, AMPL's method is very conservative.)So the value AMPL carries on MIRS a $110MM investment AMPL made in 1st QTR 1998 in a first class wireless company spun out from MOT is still $110MM. AMPL and LDP are my favorite venture capital companies, at this time. They both have positive cash flow and are making non-USA investments. AMPL in Israel and LDP now looking hard to make investments in UK/Europe. I have started to research CMGI RRRR and ICGE but they are more complex to value. With AMPL and LDP it is easy to determine the value of their combined public and private investments is less than their respective market capitalizations. When you combine the value of their portfolio's with positive cash flow they both seem like "no brainers to me" The fact that LDP and AMPL are making later stage investments and should not be confused with incubator companies that own a batch of start up companies. LDP has been undervalued for years. Hopefully AMPL will be discovered soon. LDP through four business revenue streams generates positive cash flow. AMPL generates large monthly revenue from their real estate holdings and also generates dividends and positive cash flow from several of their private holdings. These cash flows more than offset the "draw from operating their venture capital investments" The real value in AMPL is in their private holdings. XCCT should be a big winner when it IPO's. BRZE was a huge success. I am planning to call IR for AMPL to discuss the year end financial report. Do you have any questions? My main interest is the status of the $110 million AMPL invested in MIRS in 1998. MOT motorolo also owns 2/3 of this private investment in MIRS. There has been a problem that MIRS needs to resolve with the phone companies. Once this problem is resolved MIRS could be a huge asset for AMPL. AMPL 's 1/4 ownership in MIRS could easily exceed AMPL current market cap of $270MM ampal.com "MIRS Communications Ltd.., was established on April 1st 1998 after functioning as a network services division in Motorola Communications (Israel) Ltd.. The Company is owned by Motorola - 66.7%, Ampal - 25% and Others - 8.3%. The Company has over 100,000 subscribers from the commercial, governmental, municipal and security-military sectors. The main goal of MIRS Communications is to provide a new wireless advanced communications service to the commercial, governmental as well as military sectors according to quality standards set by Motorola, in order to give a full and satisfying solution to all wireless communications needs. all the best, John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next