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Microcap & Penny Stocks : VLVT (was CSMA) -- Ignore unavailable to you. Want to Upgrade?


To: jan_mike who wrote (3906)12/19/1997 10:07:00 AM
From: TraderGreg  Read Replies (2) | Respond to of 11708
 
As a numbers person, I can attribute the wide range of estimates for CSMA to be caused by the following(in addition to all the MM games):

1. EnviroTec-No Class V track record as yet. Phase in time, throughput rates, and even per bbl rates are so diverse as to produce near term estimates from 0 (current) to ????.

2. LPS-No record to date either. But with thousands of insurance agents and trade, credit, labor unions able to sell to their client/members the programs, this one is the sleeper. How much will a typical client invest in the LPS funds(5K each year?10K or more? What are the fund fees that LPS will collect?1/2 %? 2%? What about the collateral benefits for 125 mtge referrals for those clients that need to restructure their debt service to free up funds for LPS programs.

3. oil/gas? Very wide range here as well. No activiity in Texas as of now ranging to what? 8 new wells maybe(gas only) and then what about oil side. Still untested waters but very, very positive.

4. AdHatters is the only real track record item and even that has a range for growth. 50%? A double or a triple?

Now, we take all these earnings ranges and then we apply a broad spectrum for P/E. Some say 5. Others 10 or 15 or even 25. You tell me what price and when?

Way too many variables to even guess where stock price is going. My prior estimates were just my analysis and gut feels, conservative IMO.

But I can tell you this, if any ONE of the first THREE above hits, we will all see a price far north of where we are now. If but ONE hits...

TG



To: jan_mike who wrote (3906)12/19/1997 12:35:00 PM
From: Cleve Noyes  Read Replies (2) | Respond to of 11708
 
<I wish the company was a little better at keeping us appraised, but I know how busy they are with all the big doings.>

Think back to the days before everyone had internet access. Alot of information has been disseminated in the last month about CSMA but we're all crying that it's not enough. People (myself included) check into this thread every five minutes looking for the latest big development. Ask yourself, is this realistic? Think about the company where you work and what kind of announcements they could have made to the public this week about their latest developments. Could your own company create exciting press releases about new products/sales/services at the rate of one or two a week? Things take TIME and we're all looking for instant gratification. We need to give this company some time to develop their various lines of business without expecting a daily report. I think in the age of the internet we have grown to expect ongoing instantaneous access to information whether or not that is a realistic and attainable goal.

Sorry for rambling on....