Nuvo Network Management Inc. 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.

Technology Stocks : Nuvo Network Management Inc.

NVO 51.61

+7.3%

Dec 23 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DenDen60 who wrote (17)	1/5/2007 11:06:35 AM
From: DenDen60	of 26

Records earning where present last quarter although not as high as expected. They should be there this quarter. Here are the elements that warrants my optimism : The biggest element is this statement from WW analyst : : Modest sales growth = big EPS gain due to operating leverage" Last Q, Nuvo's Gross margin was 43%. Weaver said a few quarter's ago that he expected GM to go back in the 50%+. Now he did not say exactly when this would be but I did not get the feeling that it would take a long time. The second most important element, which goes hand in hand with the first, is the new sales. 40M$ in contracts in 2 years FY05 - 14.6M$ in new contracts - 21.0M$ with renewals FY06 - 15.9M$ in new contracts - 22.3M$ with renewals (10% inc. in new contracts despite the rise of the C$ from an avr. of .817$ to an aver. of .875$) The third most important element is worth 15M$ The two part IBM deal. The IT lab: It should bring in money in Q2 and Q3 from what Phil said. New contracts : One third of the duration of the second part of the contract as elapse since they signed the partnership agreement. I imagine we will start to see more new contracts. Other noteworthy reasons 1 - The C$ at around .85$ US. 2 - The new in house sales inititives that started during the summer. Q1 results will be announced at the end of January. But the most important result will be Q2. At his time, the planets will be alined. If it does, then we will see a 1M$ quarter in Q3 or Q4. At this time NVO.V should be trading at a much higher value. IMHO of course DenDen60

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next