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.

Technology Stocks : CYAA = Planned Real Estate Spin - Off -- Ignore unavailable to you. Want to Upgrade?

To: michael john stout who wrote (66)	4/6/2000 10:49:00 PM
From: Francois Goelo	Read Replies (1) \| Respond to of 150

Michael, non recurring?... What gave you that idea?... ragingbull.com Is it better to own 10 shares of KLYS @ 30 cents or 1 share of CYAA @ $3.00 (close enough), that controls about 4 shares of KLYS?.... Obviously, KLYS is a small part of CYAA's holdings and with the CYAA share, you get access to all of it... JMHO, F. Goelo + + +

To: michael john stout who wrote (66)	4/7/2000 11:05:00 AM
From: Francois Goelo	Respond to of 150

INSIDERS bought another 23,500 CYAA shares up to $3.79... in March, according to the latest Edgar Filing... A-Z Consultants is controlled by Allen Wolfson, one of the Principals of CYAA... This puts Insider buying well over the 1 Million shares bought in one year!... This is completely unheard of in a Company with only 3.2 Millions shares outstanding... Code V Amount (D) Price Common Stock March 6, 2000 P #10,000 A $2.00 594,475 I By A-Z Professional Common Stock March 6, 2000 P #500 A $2.12 594,475 I By A-Z Professional Common Stock March 8, 2000 P #500 A $2.00 594,475 I By A-Z Professional Common Stock March 13, 2000 P #1,000 A $2.00 594,475 I By A-Z Professional Common Stock March 13, 2000 P #500 A $2.12 594,475 I By A-Z Professional Common Stock March 14, 2000 P #1,000 A $2.25 594,475 I By A-Z Professional Common Stock March 14, 2000 P #1,000 A $2.5432 594,475 I By A-Z Professional Common Stock March 14, 2000 P #3,000 A $2.4409 594,475 I By A-Z Professional Common Stock March 16, 2000 P #500 A $2.12 594,475 D Common Stock March 29, 2000 P #500 A $3.7938 594,475 D Common Stock March 30, 2000 P #5,000 A $3.6753 594,475 D

To: michael john stout who wrote (66)	4/8/2000 11:06:00 AM
From: Francois Goelo	Respond to of 150

CYAA, Asbjornn asked an interesting Question on RB... ragingbull.com Asbjornn, the nature of CYAA's Business.... is acquiring Real Estate and Financial Assets at a huge Discount and reselling them at a large profit, so they will always appear to sell Assets... However, the model is recurrent because they PLOW these large Profits into more DISCOUNTED Assets and so on... If you've read my consolidated Due Diligence Post carefully, you would have identified a large number of potential sources of income from such sales... IMO, as more Capital (Retained Earnings) becomes available, more Earnings will be created... The only draw-back to this Business Model is that the Earning Curve won't be linear and you may get Quarters with huge Gains and others with smaller ones... Over a one year period, it should average out very nicely, as I expect, in 2000, four times the 1999 estimated Earnings of 95 cents/share... Quality of Earnings?... Not substantially different than that of CMGI or WCAP, where Earnings are calculated as an increase in Net Asset Value or/and Profit on Net Sales.... The nice twist with CYAA is the huge potential Earnings derived from the Reverse Mergers (IPO's for CMGI) AND the Real Estate Deals, which provide an appreciable degree of versatility and spreading of risks... So, when you think of CYAA, think of a more diversified CMGI of the "Poor-soon-to-be-Rich", with TINY Float and Outstanding number of shares... And, just like CMGI, expect plenty of Splits, the first one being just around the corner, IMO, so that they can get on AMEX.... ragingbull.com JMHO, F. Goelo + + +