SMLC - News and Analysis from Seeking Alpha 'SMLC' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/smlc Smile Communications: Eye on the 'Other' Israel http://seekingalpha.com/article/160383-smile-communications-eye-on-the-other-israel?source=feed 160383 Do you picture Israelis spending their day scurrying from bomb shelter to bomb shelter much like Londoners during the blitz? Does your image of Israel include soldiers patrolling the streets, buses being blown-up and men in long black coats rioting? If these images inform your opinion of Israel, then media distortions are keeping you from some exciting investment opportunities.

Tel Aviv is not Baghdad. Each morning in Israel, children go off to school and people go to work. Leisure time is spent in restaurants, cafes, movie theaters and malls. During the current financial crisis, the Israeli economy suffered less than most developed countries and a recovery is already under way.

]]> Tue, 08 Sep 2009 06:57:23 -0400 Ron Sommer Do you picture Israelis spending their day scurrying from bomb shelter to bomb shelter much like Londoners during the blitz? Does your image of Israel include soldiers patrolling the streets, buses being blown-up and men in long black coats rioting? If these images inform your opinion of Israel, then media distortions are keeping you from some exciting investment opportunities.

Tel Aviv is not Baghdad. Each morning in Israel, children go off to school and people go to work. Leisure time is spent in restaurants, cafes, movie theaters and malls. During the current financial crisis, the Israeli economy suffered less than most developed countries and a recovery is already under way.


Complete Story »]]> CHKP SMLC TEVA Ron Sommer Internet Gold Hits Earnings Gold http://seekingalpha.com/article/138712-internet-gold-hits-earnings-gold?source=feed 138712

Internet Gold (IGLD) shares are sharply higher Wednesday morning after the Israeli Web player posted strong Q1 results.

An Internet communications and content company, IGLD reported revenue of $72 million and a profit of 38 cents a share; the single analyst tracked by Thomson that covers the company had expected $65 million and 10 cents. The company said it had strong results at its majority owned 012 Smile.Communications (SMLC) unit. Revenues were up 8% from a year ago.

]]> Wed, 20 May 2009 10:54:44 -0400 Eric Savitz Eric Savitz (Barron's) submits:

Internet Gold (IGLD) shares are sharply higher Wednesday morning after the Israeli Web player posted strong Q1 results.

An Internet communications and content company, IGLD reported revenue of $72 million and a profit of 38 cents a share; the single analyst tracked by Thomson that covers the company had expected $65 million and 10 cents. The company said it had strong results at its majority owned 012 Smile.Communications (SMLC) unit. Revenues were up 8% from a year ago.


Complete Story »]]> IGLD SMLC Eric Savitz More Replacement Tickers for Reshaping David Merkel's Portfolio http://seekingalpha.com/article/83921-more-replacement-tickers-for-reshaping-david-merkel-s-portfolio?source=feed 83921 Readers have suggested some additional tickers for me.  Here they are:

General Electric (GE), Mircosoft (MSFT), Bristol-Meyers Squibb Co. (BMY), Boeing (BA), American National Insurance Co. (ANAT), Kansas City LIfe Ins. Co. (KCLI), and Deere & Co. (DE).

]]> Mon, 07 Jul 2008 07:24:38 -0400 David Merkel David Merkel submits:

Readers have suggested some additional tickers for me.  Here they are:

General Electric (GE), Mircosoft (MSFT), Bristol-Meyers Squibb Co. (BMY), Boeing (BA), American National Insurance Co. (ANAT), Kansas City LIfe Ins. Co. (KCLI), and Deere & Co. (DE).


Complete Story »]]> ABD ABG ACE ACGL AEG AEL AFG AGII AIG AMCP ANAT ASI AUO AWH AWI AXA AZ BA BBI BBW BC BKI BMY BWINA BWINB BWS BZ CAB CHB CINF CMRG CNO CONN CPHL CRH DE DSITY.PK EBF EIHI FFG FMR FNF GBE GE GIII GLRE GNW GT HALL HMN HSTX IHC IMOS IN INDM ING IPCR KB KCLI KEP KGFHY.PK KPPC LFGRQ.PK LGGNY.PK LIZ LNY LPL M MERC MGAM MIG MIGP MRH MRT MSFT MSSR MTE MW MYSZY.PK NP NSANY NSIT NYM OB OSK OXM PAG PCCC PEUGY.PK PL PMACA PNX PSS PTP PTRY RCL RE RNR ROCK RSC RT RUSHA RUSHB RUTH SAH SEAB SEOAY.PK SHG SIGI SMLC SSCC SSI SUR SWCEY.PK SWM THG TI TIP TRH TUES TWGP UFCS UFS UNM UPMKY.PK USMO UTR VOXX VR WF WHR XL ZFSVY.PK David Merkel Is This the Best Way to Invest in Israel? http://seekingalpha.com/article/63608-is-this-the-best-way-to-invest-in-israel?source=feed 63608 Someone called us recently to ask about a relatively new ETF called the SPDR Emerging Middle East & Africa (Amex: GAF). The ETF is heavily weighted around three countries — South Africa (65%), Israel (17%) and Egypt (6%). There are other ETFs that include exposure to Israel but as far as we know, this ETF currently has the largest exposure.

We like Israel (but hey, we’re biased). While Israel is not putting up double-digit GDP growth like China, we are seeing close to 4-5%. And, that's not too shabby. Foreign capital is flowing into Israel, looking for a home. Canaan Partners just announced another fund that will be targeting opportunities in Israel.

]]> Thu, 07 Feb 2008 11:45:00 -0500 Zack Miller Someone called us recently to ask about a relatively new ETF called the SPDR Emerging Middle East & Africa (Amex: GAF). The ETF is heavily weighted around three countries — South Africa (65%), Israel (17%) and Egypt (6%). There are other ETFs that include exposure to Israel but as far as we know, this ETF currently has the largest exposure.

We like Israel (but hey, we’re biased). While Israel is not putting up double-digit GDP growth like China, we are seeing close to 4-5%. And, that's not too shabby. Foreign capital is flowing into Israel, looking for a home. Canaan Partners just announced another fund that will be targeting opportunities in Israel.


Complete Story »]]> BSI CEL CRNT GAF ISL PTNR SMLC TEVA Zack Miller Three Israeli Stock Picks from Zachary Scheidt http://seekingalpha.com/article/59463-three-israeli-stock-picks-from-zachary-scheidt?source=feed 59463 Excerpt from full interview in Israel Opportunity Investor:

• • •

Can you tell us a bit about your firm?

]]> Wed, 09 Jan 2008 04:47:09 -0500 Zack Miller Excerpt from full interview in Israel Opportunity Investor:

• • •

Can you tell us a bit about your firm?


Complete Story »]]> CEL CRNT SMLC Zack Miller 012 Smile.Communications: Competition in Israeli Telecom http://seekingalpha.com/article/57330-012-smile-communications-competition-in-israeli-telecom?source=feed 57330 After a very quiet IPO pricing the last day in October, 012 Smile (SMLC) grabbed investors' attention Monday when two analysts issued initial reports. The Israeli telecommunications company was brought public by CIBC World Markets allowing the company to raise roughly $73 million which was put to work paying down some of the companies short-term debt. The stock did very little the first few weeks after pricing the IPO at $12.00. Now that a few analysts are covering the stock there should be more action as investors become more aware of the company and the potential for institutional buyers increases.

SMLC expects new product offerings to drive its competitive advantage. At this point, the company has exclusive licenses to implement both the WiMAX standard and the Voice over Broadband (VoB) technology. Management believes that the company’s state as the first mover into this space will cement their position and given them a leg up on their future competition. Another potential line of business is the launch of IPTV. While there are currently no commercial licenses available for this kind of service, the company is expected to be a participant once the service is available. Historically, Israelis have been quick to adopt to new technology so this cultural trend should benefit SMLC as they roll out new services.

]]> Fri, 14 Dec 2007 05:25:43 -0500 Zachary Scheidt Zachary Scheidt submits:

After a very quiet IPO pricing the last day in October, 012 Smile (SMLC) grabbed investors' attention Monday when two analysts issued initial reports. The Israeli telecommunications company was brought public by CIBC World Markets allowing the company to raise roughly $73 million which was put to work paying down some of the companies short-term debt. The stock did very little the first few weeks after pricing the IPO at $12.00. Now that a few analysts are covering the stock there should be more action as investors become more aware of the company and the potential for institutional buyers increases.

SMLC expects new product offerings to drive its competitive advantage. At this point, the company has exclusive licenses to implement both the WiMAX standard and the Voice over Broadband (VoB) technology. Management believes that the company’s state as the first mover into this space will cement their position and given them a leg up on their future competition. Another potential line of business is the launch of IPTV. While there are currently no commercial licenses available for this kind of service, the company is expected to be a participant once the service is available. Historically, Israelis have been quick to adopt to new technology so this cultural trend should benefit SMLC as they roll out new services.


Complete Story »]]> SMLC Zachary Scheidt 012.Smile Communication's IPO: Why I'm Reserving my Smile http://seekingalpha.com/article/51782-012-smile-communication-s-ipo-why-i-m-reserving-my-smile?source=feed 51782 It’s great when you read about your own service provider going public. It’s a tremendous feeling of accomplishment as a consumer when you think your well-spent dollars have helped propel your ISP into the big leagues. On Sunday, I read with excitement that my ISP, 012 Smile.Communications (SMLC) was gearing up for an IPO this week.

SeekingAlpha has a short write-up on the IPO. I love Smile’s service — I love its logo (the cute little smiley a la Incredimail (MAIL)). At first blush, I don’t love the IPO. There is only 40% yoy revenue growth off the back of a 60% rise in cost of revenues. This is not a particularly jiggy biz in my mind.

]]> Mon, 29 Oct 2007 08:14:53 -0400 Zack Miller It’s great when you read about your own service provider going public. It’s a tremendous feeling of accomplishment as a consumer when you think your well-spent dollars have helped propel your ISP into the big leagues. On Sunday, I read with excitement that my ISP, 012 Smile.Communications (SMLC) was gearing up for an IPO this week.

SeekingAlpha has a short write-up on the IPO. I love Smile’s service — I love its logo (the cute little smiley a la Incredimail (MAIL)). At first blush, I don’t love the IPO. There is only 40% yoy revenue growth off the back of a 60% rise in cost of revenues. This is not a particularly jiggy biz in my mind.


Complete Story »]]> SMLC Zack Miller