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Technology Stocks : NAVR: Navarre Corporation

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From: tekie2k10/7/2001 3:28:44 AM
   of 52
 
BASIC NAVR FACTS (update 10-5).
5 million in the bank last year (3 mil PROFIT FROM CORE BUSINESS, 2 mil in interest from 16 mil in cash).
navarre.com
The Company also reported that cash at the end of the quarter was $14,248,000 and that it continues to operate debt free. Since the announcement of the stock buyback program in October 2000, the Company has repurchased 2,228,744 (estimate right at 3.3 mil as of close on 10-5-2001) shares at an average price of $1.39 per share.
navarre.com

61 cents a share in cash.
marketguide.com.

buyback of shares (working, over 1/2 & working on the rest of 5 mil). RELAXATION OF BUYBACK CONTINUES UNTIL 10-12. EARNINGS REPORT SHOULD BE ON 10-15.
navarre.com

buyback of fletcher dilution (done deal).
navarre.com

msft, mcafee, apple, vid games, manheim steamroller, proprietary DVD, and symantec signed contracts with NAVR recently (virtually no effect on revenue since signings since there has been no big releases until 3rd qtr for any relevant revs come in.) AHH, NOW WE WILL SEE A TASTE OF WHAT MSFT HAS TO OFFER NAVR WITH XP (minimal on this qtr, but at least we will start to see some of what msft can do for navr). we are talking sams wholesale, wmart, etc, et al.

class action lawsuit dismissed with prejudice.
navarre.com

float decreasing (from 12.5 to 9.3 mil, estimate as of 10-5-2001), 22 (approximately) mil total shares of which 46% is controlled by EP/et al.) FLOAT WILL BE 7.5 MILLION AT THE END OF THE BUYBACK. probably closer to 7 million since ep/et al have started buying again (and probably still).
marketguide.com.

20 mil worth of tax write offs of FUTURE profit.

pe? earnings, thanks to esplice and netr (the largest radio net station (and yes, NAVR owns a large portion of netr as well as some cash should netr survive.) have been a huge drag (but, duh, they are GONE (see 20 mil worth of tax write-off above). eps is -- -42 cents a share). msn fyi showed navr as a LARGE increase in profit with this last qtr (ie, no more esplice and netr drag, I WONDER IF IT IS LIKELY TO GET BETTER THIS YEAR?). WELL, NAVR APPEARS TO BE GETTING 2.2 MIL MIN FROM THE SALE OF NETRC SHARES THIS QTR.

pps unchanged from last year when none of this had happened yet. (unchanged? its barely above its 52 week low of 1 year ago at which time NONE OF THE THINGS IN BASIC FACTS HAD HAPPENED YET).
bigcharts.marketwatch.com.

short interest has decreased from 1.6 MILLION to 4k or so in 9 months (lol, this month it went up 2k shares from 2k short in 8/2001.) viwes.com

NAVR IS SELLING AT A PRICE/REV OF 1/10? MKT CAP 33 MIL/REVENUE 314 MIL.

JUST FACTS.

this needs to be updated for this month. l8r.
whats navr worth? according to msn...
by: MstEd007
Long-Term Sentiment: Strong Buy 09/09/01 05:48 pm
Msg: 103306 of 103306

fyi
Price Ratios -------Company-------Industry--------S&P 500
Current P/E Ratio_____NE*________ 16.7 _________29.9
P/E Ratio 5Yr High____NC _________NC ___________48.5
P/E Ratio 5Yr Low_____NC ---------NC ___________22.8
Price/Sales Ratio____0.08 _______0.33 _________1.44
Price/Book Value ____1.05 _______1.94 _________3.12
Price/Cash Flow ____ -3.80 ______6.80 _________14.70

*while navr posted a -42 cents a share loss ON PAPER. they deposited 5 mil dollars profit in the bank last year. 3 mil came from the core business. that gives us approximately 13 cents a share profit in real money. that gives us a pe of 7.8. the industry is 16. therefore, pe values show navr worth approximately 2.10 a share (EVEN IN TODAYS DEPRESSED MARKET).

price to sales value: navr .08 industry .32
price to sales value (even in todays depressed market) is approximately 4.20 a share.

book value: shows that navr is again worth approximately 2 bucks a share (even in todays depressed market.)

moneycentral.msn.com. &Symbol=NAVR

also, this is just the BASIC FACTS of NAVR. DO YOUR OWN DD.
you find something wrong. point it out to me. tia

tk2k
AND NOW A WORD FROM OUR SPONSOR....

tk2k: "MY TRADING..."

Mst, HOW MANY SHARES DID YOU SELL?
by: MstEd007 10/07/01 03:05 am
Msg: 105216 of 105216

Mst, HOW MANY SHARES DID YOU SELL?

its not important how many i sell!

whats important is how many i buy back! i sell as much as i can for that time. i buy as much as i can for that time. there just may be a lag between a sell and a buy here and there.

btw, to make things perfectly clear...
by: MstEd007
Long-Term Sentiment: Strong Buy 10/05/01 09:31 pm
Msg: 105179 of 105215

whats asked here is LONG TERM SENTIMENT. im a trader, a swing trader. so, i could still be long term strong buy and sell EVERY SHARE I HAVE for a buy back in a month (although, there would have to be a LARGE sudden change to move me more than 2 positions INTRADAY. (ie, strong buy, buy, hold, sell, strong sell. if you want to know my short term sentiment. i suggest you check rb board. also, sentiment changes are NOT AND WILL NOT BE POSTED TILL AFTER I MAKE MY MOVE. NOR WILL THERE BE ANY HINTS ABOUT WHERE AND WHEN IM PLANNING ON MAKING A SENTIMENT CHANGE OR MOVE UNTIL AFTER I MAKE MY MOVE IF INDICATED. also, a sentiment change does not mean im trading based on a sentiment change. it just means my sentiment has changed. and sometimes, i may not be sure of what my sentiment is. and sometimes (rarely, habit takes over), i even put in the wrong sentiment. so basically, i hope i have helped some of you (imo, i know i put one hell of alot of work in this board. but, its fun work. good golly i love the market especially around this time of year). but, im going to do my thing (the hardest workin man in show bunissssss). YOU NEED TO DO YO THING. hold em if ya got em or sell em if ya got em or buy em if ya dont. yes, this is a change from prior calls/forecasts and that is why im posting it with NAVR facts.

now, any good shareholders questions
by: MstEd007
Long-Term Sentiment: Strong Buy 10/05/01 09:35 pm
Msg: 105180 of 105215

will gladly be answered. BUT THE SPECIFICS OF MY TRADING ARE EXACTLY THAT. MY TRADING. and will remain that. tk2k
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