Silicon Investor (SI) -- The First Internet Community

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.

Gold/Mining/Energy : Capital Alliance Group - CPT (CDNX) -- Ignore unavailable to you. Want to Upgrade?

To: keith massey who wrote (133)	3/29/2000 11:09:00 AM
From: keith massey	Respond to of 960

asia.internet.com [March 14, 2000] Lehman Brothers released a report in March/February detailing the investment bank's vision for Asian e-commerce for the next two years. The "E-Commerce In Asia" report, whose release coincided with the bank's Second Annual Internet Asia Conference, is categorized into analysis of business-to-consumer e-commerce, business-to-business e-commerce, infrastructure and advertising. Needless to say, with a 31 percent CAGR growth projection by end of 2001, the report is very bullish on Asia's Internet growth in the coming two years. Lehman expects Internet users in Asia to expand from 38 million in 1999 to 68 million in 2001 and regional e-commerce spending to rise from US$6 billion to US$22 billion in the same period. In Asia alone, the bank expects Internet advertising spending to explode from US$166 million in 1999 to over US$2 billion in 2003, a whopping CAGR of 186 percent. Between last year and 2001, Lehman sees B2C e-commerce to grow from US$6.2 billion in 1999 to US$22.6 billion in 2001, a CAGR of 92 percent. Projections on B2B e-commerce are less clear in the investment house's report but Lehman expects B2B to be ten times B2C.

To: keith massey who wrote (133)	3/29/2000 11:35:00 AM
From: John Powell	Read Replies (2) \| Respond to of 960

Keith, I thought I would take out my magic calculator to throw some numbers around for argument. If they oversubscribe and raise $60m US for 29% (51%-22%) that would mean that CPT's part is valued at 51/29$60m US1.48= $156m Cdn. If the stock goes up 500 percent in the first week like some of the GEM internet stocks that is $156m Cdn * 5 = $780m Cdn plus the $110m they would have in cash at that point. CPT could have $780 + $110 = $890,000,000 in assets which is $89.00 per share based on the 10 million shares out. I'll take 1/3 of that and be pleased.