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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: Karl Drobnic who wrote (15748)4/30/1998 11:21:00 PM
From: sammaster  Respond to of 31646
 
do u think tava will sell off with below estimate earnings even with the great conference call it will definately have?
or will people get tired of hearing "next quarter" will be the breakout quarter?
any opinions?

samir



To: Karl Drobnic who wrote (15748)5/1/1998 1:10:00 AM
From: Jack Zahran  Read Replies (1) | Respond to of 31646
 
I'll be buying with you Karl. The events of the last couple of months are huge. In addition to Coke, I understand that TAVA's venture into medical devices was prompted by clients approaching them. What a great business to be in when clients come to you so easily. The power companies are in need too. TAVA is the only one and their relationships with their partners should be very lucrative for them.

The Automotive industry is ripe as well. TAVA can't grow fast enough. I speculate there will be many more partners announced and the relationships should be very rewarding to TAVA with less of an investment on their part. At the same time, we are looking at a company that is ready to resume their accretive acquisition strategy. Very dynamic company deserving a very good P/E in the near future...



To: Karl Drobnic who wrote (15748)5/1/1998 4:12:00 AM
From: Kal  Respond to of 31646
 
I skip alot of posts here. I am long tava since 8. What I want to ask might have been answered before. Could someone refresh my memory: are there any contracts/deals that will be reflected in this Q's earnings? ie, Coke, GM,.. etc.
Would greatly appreciate it.



To: Karl Drobnic who wrote (15748)5/1/1998 7:15:00 AM
From: Robert T. Quasius  Read Replies (1) | Respond to of 31646
 
I noticed that the consensus earnings estimate for FY99 is $0.81, a number which has not changed despite the coke contract. Just Coke's contribution alone would probably exceed the estimate. I can't help but feel that while we might fall short of this quarter's estimate, we will probably handily beat next year's.



To: Karl Drobnic who wrote (15748)5/1/1998 1:36:00 PM
From: James Strauss  Read Replies (1) | Respond to of 31646
 
>>> So we are looking at up $1 EPS from the Coke contract over the next 12 months. And if it's only $.75? Hey, this is only one contract. There are bigger fish in the Sea of Tava. I'm very confident of my $20-$25 share price target -for 1998. Maybe Tava will be "Top Stock Pick of 1999", too.<<<
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Karl:

Thanks for your reasoned analysis...

With Coca Cola, and just a few more, we could be looking at EPS of 2.00 or more per share... A P/E of 20 to 50 gives us a 40.00 to 100.00 price per share target...

This may sound like hype to some, but a look at the potential earnings from some of the big guns that TAVA is working with makes it very plausible... Coca Cola, alone, takes us halfway there....

Jim