Subj: chat
Date: 97-08-08 23:42:25 EDT
From: TokyoMex
To: MPEOH
Subj: tpro
I had 62 requests for the transcript of of the tpro chat with certain MM.
I decided to post here for my finger sake.
I took the liberty of taking out certain names to protect their curren tposition on line or otherwise.
Enjoy
subj: VP
Date: 08/08/97
8/8/97 Logging Private Chat:
TPRO
Litmont :
lol
AmeliaNYC : eye lol
TokyoMex : he made a buy of 100k for a single client
Wiseska : only tpro people allowed here
PIEROGI935 : is the spokeperson in here ?
AmeliaNYC : George, why?
Onebaud : We should have brought Karen too
Keeler : Spirit will show up at the chat with 24 people in there
El Kajun48 : He better hurry. Running out of room.
ItsUpTMe : lol Keel
PIEROGI935 : who is George?
Eyedrmike : any reason we couldn't have this discussion in the fool chat
room?
144man : made it in tokyo
ItsUpTMe : how many does this hold??
Wiseska : no room
TokyoMex : hey all say hello
TokyoMex : to George
TokyoMex : G144MAn
ItsUpTMe : hi Geo
El Kajun48 : Hi George
Litmont : Hi G144man,George
Dive4ever : hi george
VCMaverick : George!
HedyVP : hello George
TokyoMex : vp of xxxx securities
AnnZGrin : Hi George
Eyedrmike : hi george
AmeliaNYC : Hi George :))
Ekim77 : hi
TokyoMex : I met him at the tpro meet llast night
Wiseska : greetings george
144man : hi room
El Kajun48 : Glad u could make it. Only 2 spaces left. lol
JakeC21 : hi everyone.....
TokyoMex : ask george his view of tpro
TokyoMex : shhot away
VCMaverick : tell us what you think about TPRO's ability to keep up with
demand
El Kajun48 : Your floor, George.
AmeliaNYC : George, why did you buy so many shares of TPRO?
Dive4ever : what is tpro goal in one year
ItsUpTMe : Geo floor is yours
144man : i am not sure just yet what ther demand will be
T00 : This is Jon
144man : i met mgmnt for the first time last night
TokyoMex : hey Jon
AmeliaNYC : Yo Jon
ItsUpTMe : hi Jon
Onebaud : Do you know if Tpro shares profits with
Dive4ever : hi jon
Litmont : What did you thing re mgmt George?
Onebaud : Tava technology
TokyoMex : lets let G speak first
144man : and was very impressed with their ability to run the business
ItsUpTMe : agree Mex
Eyedrmike : George, how did you come upon TPRO?
TokyoMex : eye scroll up let him talk
ler : Can TPRO come up with more working capital w/o selling
more shares?
TokyoMex : he just bought 100000 shares
T00 : Hi
VCMaverick : do you think the projections of 100MM revs are too far off?
El Kajun48 : Will you please let him talk?
Litmont : lol
TokyoMex : he met them first time last night
144man : looking at other y2k cos. it is not difficult to run y2k biz
144man : what impressed me most about the co. was their main ongoing
biz as systems
144man : integrators. great biz and they are leaders
ler : me too...and the quality of the recent hires
VCMaverick : rough estimate, what book value would you give their core
biz?
T00 : Like monopoly aspect of TPRO compared to other Y2Ks
144man : it can only lead to great potential for y2k biz. BUT...
144man : you can't by this co. on the basis of y2k alone. you must
understand
144man : and like their core biz first
TokyoMex : cool
T00 : and eps
TMF Keeler : I think the best approach to TPRO is to analyze the company
ignoring Y2K altogether
144man : y2k becomes a great fringe benefit
El Kajun48 : Is core biz of TAVA fairly valued now, George?
TokyoMex : a gravy
HedyVP : and you obviously like core biz
144man : probably
144man : i like the basic biz and management
144man : betting on the HORS and the JOCKEY
144man : horse
Keeler : I think TPRO is fairly valued between $6-7 w/o Y2K
VCMaverick : growth by aquisition...you think they will follow that strategy
post y2k?
T00 : Pacific utility deal sounds veery good
144man : they look like good industry consolidators to me
VCMaverick : like to hear that
Eyedrmike : they are looking into licensing their technology, any headway
on this front?
AmeliaNYC : Pacific Utility sounds great
T00 : must be 100s of thousands of substations in US
PIEROGI935 : ques? do you have any statistics addressing that 9out of10co's
PIEROGI935 : have not addressed this issue yet
PIEROGI935 : and that they may be delaying because they are thinking
Onebaud : Has anyone looked in to the relationship between topro and
tava, five separate
Onebaud : companies, do they share profits?
TokyoMex : 20 cos targeting 150 milo market in this
PIEROGI935 : that in another year there will be a solution?
HedyVP : if customers do not wish to go thru y2k remedy,they can sell
them a new system ?
TokyoMex : tpro boght 4 of them
144man : topro is tava. dba
TokyoMex : they are targeting and expecting 40 mil
TokyoMex : their earnings shot up due to acquition'
TokyoMex : and this id the formulolar to expand
Onebaud : What does dba mean
TokyoMex : and recruit 2k engineers
Dive4ever : doing business as
144man : doing business as
Onebaud : k thanks
TokyoMex : Georege you tolld me everen will bbecome MM for tpro
El Kajun48 : The Huizenga approach very popular these days.'
144man : next week
TokyoMex : can u please explain xxx role ?
TokyoMex : in tpro growth
ler : Is TPRO working on securing some kind of short term debt
vehicle to fund working capital?
144man : xxx has NO role
HedyVP : Huizenga's stock is dropping like a rock
TokyoMex : Keeler they have 8 mil surplus now
TokyoMex : please read their 10q
Wiseska : george whats your take on tpro 's stock momentum? will it
continue?
TokyoMex : 10q says their pe at 25 also
El Kajun48 : Hedy, but good mode.
El Kajun48 : model
144man : huizenga is not someone i'd ever bet agains
ler : Mex: 8 mil could be a month's receivables soon enough ;-)
TokyoMex : they have more in receivables
ItsUpTMe : great model ElK!!
TokyoMex : like 11 mil
144man : stocks never go straight to heaven
El Kajun48 : lol
TokyoMex : true
Wiseska : hehe
AmeliaNYC : Anicom is using this model and doing well.
ItsUpTMe : like G said betting on horse & jockey here
TokyoMex : I am in big time
Litmont : like your personal quote George
VCMaverick : double A+ combo, Its
ler : Mex: I've read the 10-Q ;-)
Onebaud : Either do stockbrokers :) G144
TokyoMex : ceo John was pretty cool low keyed but carried the punch
VCMaverick : George, got a price target for TPRO?
ItsUpTMe : I was holding off buying but liking what Im hearing & Eye's
research was great
Dive4ever : George - first thx for your time, second what plans for tpro
post 2000 you aware of?
SalC21 : im in
HedyVP : wll the stock be marginable by next week?
Keeler : Mex: How much debt do they have left after swapping for
equity?
144man : i hope they never let it be margined
El Kajun48 : Full room. lol
T00 : trying to buy @ 6 1/8 hold buying off everybody, til I get hit
;-)
ItsUpTMe : lol putting in order here too
VCMaverick : george, whats the reasoning behind that? less volitility?
AmeliaNYC : Doc, you found this stock very very early. How did you do it?
TokyoMex : almost 0 Pat
144man : yes
T00 : Yeh bot first piece @ 2 1/16
TokyoMex : 3 here
Ekim77 : Sure DOC, Ill just hand over my account to you.
Wiseska : price target short term?
AmeliaNYC : Doc, great research!!! Must be what happens when you live
with Sharon
Keeler : Mex: Good to here
HedyVP : whow,good judgement Doc
AmeliaNYC : How did yo find stock?
TokyoMex : yes Pat
VCMaverick : George do you forsee intitutional coverage in the near future?
TokyoMex : lets saty with George
TokyoMex : he is in his office now
ler : Doc: That cruise paid off for you ;-)
El Kajun48 : 144 and I same age same hobbies....Hmmmm
144man : my buys today were mostly institutional
ItsUpTMe : little aside here dow - 204
T00 : Saw something online and checked it out, sounded good
VCMaverick : i luv to hear that =]
AmeliaNYC : thx
TokyoMex : will u be buying more George ??
El Kajun48 : Estimates on fixing y2k worldwide keep going up. Good news.
144man : nice chatting. i need to get in gear. i will be quite an aggressive buyer...
AmeliaNYC : George, do you expect other analysts to begin coverage soon?
144man : at a price
TokyoMex : thanx George
VCMaverick : oh yeah, whats your take on scope of y2k problem?
ItsUpTMe : thanks 4 your time & info Geo!!
VCMaverick : $ wise?
El Kajun48 : Thanks for your time, George.
TokyoMex : see you soon
144man : don't know Am
HedyVP : thx George
Onebaud : I would appreciate your opinion on stocks vs. warrants on
tpro G144
AmeliaNYC : Thanks, George. Have lovely weekend.
144man : see you all soon
Dive4ever : thx again Geo
SBTHOMAS : thank George..
Litmont : thx G
VCMaverick : i hear anywhere from 300MM to 1T
VCMaverick : thx G
AnnZGrin : Thanks, George
T00 : Yeh Keeler, Joe Beseker enlightened us on realitty of y2k
prob
TokyoMex : it was cool eh ??
TokyoMex : the actual MM
El Kajun48 : VC, 600m bottom
El Kajun48 : Very cool, Mex. |
