BANY: Core business growth, exciting affiliations! Message Board

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Microcap & Penny Stocks : BANY: Core business growth, exciting affiliations!

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To: brad greene who wrote (2210)	6/27/1998 9:36:00 AM
From: dealmakr	Read Replies (3) of 5847

Brad, To be able to say that this company is undervalued at the present time would in my opinion be correct. I look for a few things to make up my own mind as an investor when trying to decide on what price to pay for a companies stock. Sales: Are they increasing or decreasing. If increasing, by how much per consecutive quarter. Are there any large deals that would constitute a big percentage or is it good overall growth spread out. For BANY the sales are spread out to a large amount of distributors with a good amount directly to the government. The Desktop V contract should put a good growth phase into place also starting later this year. The new announced partnership agreement with Ingram Micro opens the door to an increased customer base with them. Additional aquisitions that would allow for additional products to be sold would be accretive to good sales growth. Product: Does the company have a good product and market for it? Also how does the companies competition stack up in this area. This is my opinion, but if someone invests a few grand in buying a new laptop or notebook, why wouldn't they want the insurance against possible damage by protecting it in a case that can withstand a lot of abuse. Profitability: Is the company making a profit or does it have the potential to do so? In the last CC Cameron Yost said that BANY would be a profitable company by the end of the year. The gross profit margins of the companies products run in the 40% range. If sales are increasing that would lend credence to his statement. Also does the company have the potential to earn increasing profit by future growth? Reporting status: Is the company a reporting entity or does it plan to be one? We have been told by BANY that this is one of their goals to attain. Being a reporting company would allow all interested parties to be able to see in black and white how the company is doing. This also would allow BANY to remain on the OTCBB and possibly move up from there as listing requirements are met. It is one of my biggest hopes that this comes to pass shortly. I know that its being worked on and because BANY is still a small company it takes time. Also by being reporting the company could attract additional investor interest. Capital structure: How is the company structured stock wise and how do they look at the future growth of the company in relation to that structure. Per the company the amount of stock issued is approx. 7.6mm shares. Of that about 3.3 in the public float. Those that have listened in on the CC's have heard that Cameron says that his companys stock is undervalued. He has also said that he wants to look out for shareholder value by not diluting the common stock of the company. To me if this was a company that was running a printing press and selling stock instead of product, I wouldn't invest a dime. Also if the company was financing their activities through Reg S offerings or floorless convertable preffered stock issues I would run the other way. This structure will be available for all to see when the company does their SEC filings. These are just my own thoughts about how I try and value the company in regards to making an investment. What says you? Also it would be one of my fondest hopes for the shorts to move on to new pickings. I don't know if it will happen, but with the strength of buying coming into the stock, I hope it will be a very painful stay for them if they remain. If a companies valuation starts to increase based on good business fundamentals the market will usually at sometime price that value accordingly. Dave

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