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Ntegrator .The Hot Telecom of Myanmar Post Reply Rate topic
FearValueGreed Master	30-Apr-2013 13:49        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Just waiting for TA to stabilize before final launch. The low volume is a good sign as long as there are no negative surprise politically in Myanmar. My laser guided F35 shealth bomber has locked in any target below 91.
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stockmarketmind Master	30-Apr-2013 13:47        stockmarketmind About Contact  Quote this Post!   Yells: "stockmarketmindgames"
x 0   x 0  Alert Admin	April 26th unload was correct. http://stockmarketmindgames.blogspot.sg/2013/04/ntegrator-2-contracts-worth-33million.html
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Trade888 Member	30-Apr-2013 10:17        Trade888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	For Ntegrator, I am not sure if PE is a good measure. I still believe earning potential is what investors look for for stock like Netgrator. If one believes    the Myanmar telco story, this stock is definately worth looking at. Fundamental analysis is to look at the risk while we chase for the potential. Just my thoughts. raymondruan      ( Date: 29-Apr-2013 22:54) Posted: Thanks Trade88 for your estimates and fair comments.  Trade888      ( Date: 19-Apr-2013 11:17) Posted: With sales of $40million at Gross Margin of 23.5% and Expenses of around $6.5million,  price should be around 7cents at 15xPE and 9.5cents at 20x PE. However, we should be looking at  $50 million to  $55 million for 2013 and margin should improve as they move towards higher  GP  maintenance  projects,   so with $50 million sales at 24% Gross Margin and expenses of around $7.5 million, price should be around 11 cents at 15x PE and 15 cents at 20x PE. Questions will be what should be the right PE for Ntegrator and what other opportunities such as new project pipeline and M& A
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FearValueGreed Master	30-Apr-2013 06:34        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	It is indeed strange that mr N close down after positive news announcement. It could be sell on news effect or the aussino effect on all mynamar counters. We will see today but price go tick a bit up. Btw i must correct : every new contract of 1million increase 0.1-0.2 cents of mr N.
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raymondruan Member	29-Apr-2013 22:54        raymondruan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks Trade88 for your estimates and fair comments.  Trade888      ( Date: 19-Apr-2013 11:17) Posted: With sales of $40million at Gross Margin of 23.5% and Expenses of around $6.5million,  price should be around 7cents at 15xPE and 9.5cents at 20x PE. However, we should be looking at  $50 million to  $55 million for 2013 and margin should improve as they move towards higher  GP  maintenance  projects,   so with $50 million sales at 24% Gross Margin and expenses of around $7.5 million, price should be around 11 cents at 15x PE and 15 cents at 20x PE. Questions will be what should be the right PE for Ntegrator and what other opportunities such as new project pipeline and M& A? FearValueGreed      ( Date: 18-Apr-2013 18:53) Posted: I think 8-9cents would be minimum base. This is the price for a revenue of 30-40million. If mr N keeps getting new contracts at 60million region. 12-15centz is a given. S
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LoveToInvest Veteran	29-Apr-2013 19:29        LoveToInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya compare from previous years till last year, sale cost increased, but total expenses also increased,don't know what to say about the company Trade888      ( Date: 29-Apr-2013 12:50) Posted: Yes. This indeed is their strategy in migrating to higher margin project maintenance sales. Expect to see Gross Margin improvement  when they have  higher weightage in project maintenace sales. But good  project sales growth is also important as this will  feed future project maintenance sales. raymondruan      ( Date: 29-Apr-2013 12:16) Posted: According to the latest Annual Report, the higher margin Project Management & Maintenance Services has jumped from 7.8% in 2010 to 10.5% in 2012
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raymondruan Member	29-Apr-2013 13:35        raymondruan About Contact  Quote this Post!
x 0   x 0  Alert Admin	I believe they have both when the MD said: “This latest contract further augments our strategy of increasing Maintenance and  Project Management business as a percentage of our project-based business. We  have made good progress in strengthening our order book in just the first four  months of FY2013 and will continue to explore viable growth opportunities in the  region with a view towards enhancing value for shareholders." Trade888      ( Date: 29-Apr-2013 12:50) Posted: Yes. This indeed is their strategy in migrating to higher margin project maintenance sales. Expect to see Gross Margin improvement  when they have  higher weightage in project maintenace sales. But good  project sales growth is also important as this will  feed future project maintenance sales. raymondruan      ( Date: 29-Apr-2013 12:16) Posted: According to the latest Annual Report, the higher margin Project Management & Maintenance Services has jumped from 7.8% in 2010 to 10.5% in 2012
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FearValueGreed Master	29-Apr-2013 13:01        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Every increase in contract value ie new one to base is equivalent to 1-2cents for every 1million revenue earn. If this is recurring, impact not so much but if it is new ones then prices will jump more vased on above guide. Pittcyh      ( Date: 29-Apr-2013 08:27) Posted: Singapore, April 29, 2013 – Ntegrator International Ltd (“Ntegrator” or “the Group”), a leading regional communications network specialist and systems integrator, announced that it has bagged two new contracts worth a combined S$3.3 million from repeat customers.
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Trade888 Member	29-Apr-2013 12:50        Trade888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. This indeed is their strategy in migrating to higher margin project maintenance sales. Expect to see Gross Margin improvement  when they have  higher weightage in project maintenace sales. But good  project sales growth is also important as this will  feed future project maintenance sales. raymondruan      ( Date: 29-Apr-2013 12:16) Posted: According to the latest Annual Report, the higher margin Project Management & Maintenance Services has jumped from 7.8% in 2010 to 10.5% in 2012. Trade888      ( Date: 29-Apr-2013 11:46) Posted: Equipment and consumable are part of the cost of sales, in other words, the staff got into fulfilling the project sales. So it should increase in tendum with the increase in revenue, unless there is a great change in % of gross margin, likewise this also apply to freight charges. Just my two cents worth. Gross margin will improve  as the company move toward more project maintenance sales and less capital intensive project sales. To see if the company spends wisely, I will prefer to look at the leverage of admin expenses when there is increase in sales. Since admins and other expenses are mostly fixed cost, company should not increase admin expenses  at  the same rate as the increase in sales and also  Cash should be use to fulfil projects sales and not to built up inventory (Balance sheet)
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raymondruan Member	29-Apr-2013 12:23        raymondruan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mr. Jimmy Chang, Managing Director of Ntegrator, commented, “Our strategic move  into the Myanmar market has continued to bear fruit, as the country’s economic  liberalisation continues to generate opportunities for industry players. It is especially  encouraging for us that MRTV has once again chosen Ntegrator as its supplier – a  strong testimony of our strengths and capabilities.”  “This latest contract further augments our strategy of increasing Maintenance and  Project Management business as a percentage of our project-based business. We  have made good progress in strengthening our order book in just the first four  months of FY2013 and will continue to explore viable growth opportunities in the  region with a view towards enhancing value for shareholders,” Mr. Chang concluded
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raymondruan Member	29-Apr-2013 12:16        raymondruan About Contact  Quote this Post!
x 0   x 0  Alert Admin	According to the latest Annual Report, the higher margin Project Management & Maintenance Services has jumped from 7.8% in 2010 to 10.5% in 2012. Trade888      ( Date: 29-Apr-2013 11:46) Posted: Equipment and consumable are part of the cost of sales, in other words, the staff got into fulfilling the project sales. So it should increase in tendum with the increase in revenue, unless there is a great change in % of gross margin, likewise this also apply to freight charges. Just my two cents worth. Gross margin will improve  as the company move toward more project maintenance sales and less capital intensive project sales. To see if the company spends wisely, I will prefer to look at the leverage of admin expenses when there is increase in sales. Since admins and other expenses are mostly fixed cost, company should not increase admin expenses  at  the same rate as the increase in sales and also  Cash should be use to fulfil projects sales and not to built up inventory (Balance sheet). LoveToInvest      ( Date: 28-Apr-2013 11:23) Posted: Infrastructure cost is so much?Wow!! If get 1% of a slice @50millions..Bro u too optimistic on the company ...Are u also look at the integrity of the company too? look at the equipment ntegrator bought 2010-2012.. They used bout 70% of their revenue to buy equipment from 2011-2012,Any audits checks on that?Frieght charges spent by Air or Sea also increased more than 8 times.Why so much $$$..Got $$$ cash balance in bank also cannot spent so much in %different within a year..Any audit check on that too?These are the 2 areas I am worried.Any ways to reduce equipment cost and consumables
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currypig Member	29-Apr-2013 12:05        currypig About Contact  Quote this Post!
x 0   x 0  Alert Admin	small contract, but good sign that they are maintaining their position in myanmar, wait for more contracts.
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srichipan Master	29-Apr-2013 11:49        srichipan About Contact  Quote this Post!
x 0   x 0  Alert Admin	good news right? should cheong Pittcyh      ( Date: 29-Apr-2013 08:27) Posted: Singapore, April 29, 2013 – Ntegrator International Ltd (“Ntegrator” or “the Group”), a leading regional communications network specialist and systems integrator, announced that it has bagged two new contracts worth a combined S$3.3 million from repeat customers.
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Trade888 Member	29-Apr-2013 11:46        Trade888 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Equipment and consumable are part of the cost of sales, in other words, the staff got into fulfilling the project sales. So it should increase in tendum with the increase in revenue, unless there is a great change in % of gross margin, likewise this also apply to freight charges. Just my two cents worth. Gross margin will improve  as the company move toward more project maintenance sales and less capital intensive project sales. To see if the company spends wisely, I will prefer to look at the leverage of admin expenses when there is increase in sales. Since admins and other expenses are mostly fixed cost, company should not increase admin expenses  at  the same rate as the increase in sales and also  Cash should be use to fulfil projects sales and not to built up inventory (Balance sheet). LoveToInvest      ( Date: 28-Apr-2013 11:23) Posted: Infrastructure cost is so much?Wow!! If get 1% of a slice @50millions..Bro u too optimistic on the company ...Are u also look at the integrity of the company too? look at the equipment ntegrator bought 2010-2012.. They used bout 70% of their revenue to buy equipment from 2011-2012,Any audits checks on that?Frieght charges spent by Air or Sea also increased more than 8 times.Why so much $$$..Got $$$ cash balance in bank also cannot spent so much in %different within a year..Any audit check on that too?These are the 2 areas I am worried.Any ways to reduce equipment cost and consumables? FearValueGreed      ( Date: 27-Apr-2013 23:42) Posted: Infrastructure cost for the hundred of thousand of km of fibre cables n upto 15000 towers is estimated to be US4billion. How can Ntegrator even not got a slice of actio .even 1% is $50m. Just dun fly yet . My troops from innopac coming to reinforcement at pusan perimeter at 91 parallel. My BRC currently still held as POW under extreme torture. Hope they can still tahan the enemy inhumane treAtment before UN supreme commander give full order.
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Pittcyh Member	29-Apr-2013 08:27        Pittcyh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore, April 29, 2013 – Ntegrator International Ltd (“Ntegrator” or “the Group”), a leading regional communications network specialist and systems integrator, announced that it has bagged two new contracts worth a combined S$3.3 million from repeat customers.
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LoveToInvest Veteran	28-Apr-2013 15:02        LoveToInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha,trade with care even 1 night stand FearValueGreed      ( Date: 28-Apr-2013 14:38) Posted: Bro LoveTI I m not auditor so cannot check. I m just investing in the Myanmar theme so u hv to worry if u invest very long term. My horizon only 1 year so nothing much to be fearful of. Buddha says less attachment less suffering. Hahaha. LoveToInvest      ( Date: 28-Apr-2013 11:23) Posted: Infrastructure cost is so much?Wow!! If get 1% of a slice @50millions..Bro u too optimistic on the company ...Are u also look at the integrity of the company too? look at the equipment ntegrator bought 2010-2012.. They used bout 70% of their revenue to buy equipment from 2011-2012,Any audits checks on that?Frieght charges spent by Air or Sea also increased more than 8 times.Why so much $$$..Got $$$ cash balance in bank also cannot spent so much in %different within a year..Any audit check on that too?These are the 2 areas I am worried.Any ways to reduce equipment cost and consumables
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FearValueGreed Master	28-Apr-2013 14:38        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Bro LoveTI I m not auditor so cannot check. I m just investing in the Myanmar theme so u hv to worry if u invest very long term. My horizon only 1 year so nothing much to be fearful of. Buddha says less attachment less suffering. Hahaha. LoveToInvest      ( Date: 28-Apr-2013 11:23) Posted: Infrastructure cost is so much?Wow!! If get 1% of a slice @50millions..Bro u too optimistic on the company ...Are u also look at the integrity of the company too? look at the equipment ntegrator bought 2010-2012.. They used bout 70% of their revenue to buy equipment from 2011-2012,Any audits checks on that?Frieght charges spent by Air or Sea also increased more than 8 times.Why so much $$$..Got $$$ cash balance in bank also cannot spent so much in %different within a year..Any audit check on that too?These are the 2 areas I am worried.Any ways to reduce equipment cost and consumables? FearValueGreed      ( Date: 27-Apr-2013 23:42) Posted: Infrastructure cost for the hundred of thousand of km of fibre cables n upto 15000 towers is estimated to be US4billion. How can Ntegrator even not got a slice of actio .even 1% is $50m. Just dun fly yet . My troops from innopac coming to reinforcement at pusan perimeter at 91 parallel. My BRC currently still held as POW under extreme torture. Hope they can still tahan the enemy inhumane treAtment before UN supreme commander give full order.
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FearValueGreed Master	28-Apr-2013 14:34        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Infrastructure cost for the hundred of thousand of km of fibre cables n upto 15000 towers is estimated to be US4billion. How can Ntegrator even not got a slice of actio .even 1% is $50m. Just dun fly yet . My troops from innopac coming to reinforcement at pusan perimeter at 91 parallel. My BRC currently still held as POW under extreme torture. Hope they can still tahan the enemy inhumane treAtment before UN supreme commander give full order.
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tea444u Master	28-Apr-2013 12:58        tea444u About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	drop it lah. i may say things in frustration...anyone with weak nerves would...who vested high high.... tio boh? currypig      ( Date: 27-Apr-2013 21:42) Posted: tea444u      ( Date: 08-Apr-2013 17:09) Posted: truly one of theWORST stocks i have ever vested in.... sad....regret big time.
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LoveToInvest Veteran	28-Apr-2013 11:23        LoveToInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Infrastructure cost is so much?Wow!! If get 1% of a slice @50millions..Bro u too optimistic on the company ...Are u also look at the integrity of the company too? look at the equipment ntegrator bought 2010-2012.. They used bout 70% of their revenue to buy equipment from 2011-2012,Any audits checks on that?Frieght charges spent by Air or Sea also increased more than 8 times.Why so much $$$..Got $$$ cash balance in bank also cannot spent so much in %different within a year..Any audit check on that too?These are the 2 areas I am worried.Any ways to reduce equipment cost and consumables? FearValueGreed      ( Date: 27-Apr-2013 23:42) Posted: Infrastructure cost for the hundred of thousand of km of fibre cables n upto 15000 towers is estimated to be US4billion. How can Ntegrator even not got a slice of actio .even 1% is $50m. Just dun fly yet . My troops from innopac coming to reinforcement at pusan perimeter at 91 parallel. My BRC currently still held as POW under extreme torture. Hope they can still tahan the enemy inhumane treAtment before UN supreme commander give full order.
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