SI
SI
discoversearch

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.
Gold/Mining/Energy : BCE Emergis - global e-commerce -- Ignore unavailable to you. Want to Upgrade?


To: salva who wrote (815)6/8/1999 12:01:00 AM
From: rocki  Read Replies (2) | Respond to of 1341
 
>>Looks like the banks are being very serious about last half 99 freeze.

Salva, what does this really mean for IFM and the revenue growth? I think you are focusing too much on the e-bill aspect or e-route and Banks again. Banks want to freeze new ventures from now to end of year due to Y2K---nothing new,we know that. But ask yourself, where are all the revenues coming from THIS year. Its all from e-com or in other words from bus-bus transactions. The predicted 60% growth rate should be still intact as we have 0% Rev from e-bill this year. e-bill rev starts in late first Quarter or may have slipped to 2nd quarter. This may be a problem, having some effect on stock price, e-bill rev slipping another quarter. Revenue growth is expected to be 60%. E-bill, from earlier post(Ottawa Cit) stated e-bill should be in the order of 20-25% of the total Revenue--I suspect that to occur a year after , say 2001. For now revenue is strictly from bus to bus.
Why would banks freezing have any effect on current rev??

There must be another reason for sluggishness in price. TSE way up today, IFM down a bit again, low vol of 90k. Why?
Are we waiting for BCE to get partnerships sorted out? Waiting to know $$to IFM, acquisition names?? Maybe these wont happen right away, summer or fall? What are we missing?