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CLWR strongest under 5 on takeover speculation ..similiar 4g player VELA could see similiar

Focus:
 
 
Recall we bought ANX at .84 yesterday on further slumping.....Nice late day rebound....Once again think situation has become overdone here...dips below .90 moving foward...we continue to target 1 initially....think the company will see better pr's on their pipeline into Sept towards correcting steps fda requested in letter....
Adventrx Pharmaceuticals, Inc. (ANX)
 
 
 
 
 
CLWR up .09....increasing upside mentions on this stock........You know if you think about the article below, VELA is in a similiar boat with its technology in 4g....
debate dabbling.....
  • Past, Present, And Future Acquisitions Of Wireless And Communications Stocksat Seeking Alpha(Tue, Aug 23)Sprint Nextel Corporation (S) and Clearwire Corporation (CLWR)

    Clearwire Coporation (CLWR) gained more than 30% on Friday as the idea of Sprint Nextel (S) buying the company becomes more realistic. On Friday, news surfaced in regards to Sprint speaking with cable companies about a potential purchase of Clearwire Corporation. Prior to this news I believed that Sprint Nextel was a dying company with the inability to post a profit, in years, that remained relevant by selling assets while maintaining a high level debt. See chart below for year over year financial performance, in millions, of Sprint, numbers obtained from Google finance.
      2010 2009 2008 2007
    Revenue 32,563 32,260 35,635 40,146
    Net Income -3,465 -2,436 -2,796 -29,444
    Total Assets 51,654 55,424 58,550 64,295
    Total Debt 20,191 21,061 21,610 22,130

    The first thing I notice when I look at this chart is negative income. The company has lost $38 billion over the last 4 years and trimmed more than $12.5 billion in assets. Even without 2007, the company is still posting large losses that do not appear to be improving.

    I believe that Sprint could very easily see year-over-year profits but it would require changing the business plan. The company owns more stores that lose money than that return a profit. I believe the company should close all stores that do not return a yearly profit, or are not growing, and focus on the strong stores that produce income. The company is not AT&T (T) or Verizon (VZ); it is Sprint -- and until the company realizes this fact I do not see any hope for its future.

    The acquisition of Clearwire could prove to be meaningful for both companies. Sprint is not going to pay a high premium for the company, because it already owns a large percentage of the company's voting shares, almost 50%. So financially the acquisition should not drastically impact the company's income statement, and so it actually makes sense. I believe the value lies within two areas: Clearwire's mobile broadband technology and its relationship with cable companies.

    Clearwire created the first 4G mobile network in America, therefore the company is innovating, which provides service to over 130 million people across the U.S, many of which are Sprint customers. I find this to be important as Sprint's service is widely used, and Clearwire is a provider to a large portion of the country. In addition to providing this service, Clearwire is spending a great deal of money to upgrade the network with new speeds to compete or challenge AT&T and Verizon. This upgrade could provide Sprint with a benefit to its company vs. the competition, something it currently does not have.

    Both Verizon and AT&T offer a variety of services which include mobile, Internet, and television packages. The addition of Clearwire does not provide Sprint with the many services that competitors offer, but the partnerships which Clearwire has created could offer these services. It is unlikely that Sprint will acquire the company without the consent of Comcast (CMCSA), Time Warner (TWX), or Brighthouse; each of these companies holds a large portion of Clearwire's voting shares, which means that Sprint will either acquire the shares or trade with assets.

    This could cause a direct partnership with one of the cable companies, if not all three. Bloomberg released an article in which it covered the different ways this deal could impact each company along with cable TV providers. Most of this information is speculative, yet posses a realistic possibility. If there were a way in which these companies, that offer an array of services, could benefit from one another, then increased profits would be likely, as the consumer base would increase.

  • Past, Present, And Future Acquisitions Of Wireless And Communications Stocksat Seeking Alpha(Tue, Aug 23)
Chart forClearwire Corporation (<a href='https://seekingalpha.com/symbol/CLWR' title=''>CLWR</a>)


 
 
Always enjoy companies with a ton of cash....
 

Looking for a hidden jewel in the market? Well sometimes the best times to look for them is when the market is manic and volatility is rampant. One way to find small cap stocks that may hold a large amount of potential is by looking at its Price/CFO Ratio. One unique characteristic of this ratio is that it accounts for non-cash factors and depreciation by removing them to provide a clearer picture of how much cash the firm is actually receiving from business operations.

We ran a screen for small cap stocks that appear undervalued according to their P/CFO Ratio (X<10). From this, narrowed pool we then screened for firms with strong liquidity (Current Ratio>2).

The list is ranked from the lowest to highest by the P/CFO Ratio.

1. Evercore Partners (EVR)

Sector

Financial Services

Industry

Capital Markets

Market Cap

$630M

Beta

1.09

The company is a boutique investment bank with a global presence. The firm's P/CFO Ratio is 8.83. The firm's Current Ratio is 2.01. The short interest is 7.90% as of 08/15/2011.

2. Stein Mart (SMRT)

Sector

Consumer Activity

Industry

Apparel Stores

Market Cap

$ 298M

Beta

3.01

A retailer store that offers prices competitive with off-price retail chains. The firm’s P/CFO Ratio is 4.28. The firm’s Current Ratio is 2.03. The short interest is 3.10% as of 08/15/2011.

3. Chiquita Brands International (CQB)

Sector

Consumer Defensive

Industry

Farm Products

Market Cap

$439M

Beta

2.12

The company operates and distributes fresh produce across the world. The firm’s P/CFO Ratio is 2.91. The firm’s Current Ratio is 2.04. The short interest is 14.90% as of 08/15/2011.

4. Prestige Brands Holdings Inc (PBH)

Sector

Consumer Defensive

Industry

Household & Personal Products

Market Cap

$511M

Beta

1.45

The company offers over-the-counter personal care, healthcare, and household cleaning brands to mass merchandisers, drug stores, supermarkets and more in North America. The firm’s P/CFO Ratio is 6.28. The firm’s Current Ratio is 2.05. The short interest is 4.70% as of 08/15/2011.

5. Sanmina-SCI Corp (SANM)

Sector

Technology

Industry

Contract Manufacturers

Market Cap

$613M

Beta

3.45

The company offers custom integrated electronics manufacturing services. The firm’s P/CFO Ratio is 5.18. The firm’s Current Ratio is 2.06. The short interest is 6.50% as of 08/15/2011.

6. CSG Systems International, Inc (CSGS)

Sector

Technology

Industry

Software - Application

Market Cap

$457M

Beta

0.75

The company is provides of outsourced billing, customer care and mail solutions in North America. The firm’s P/CFO Ratio is 6.69. The firm’s Current Ratio is 2.08. The short interest is 5.70% as of 08/15/2011.

7. Scientific Games Corporation (SGMS)

Sector

Consumer Cyclical

Industry

Gambling

Market Cap

$739M

Beta

1.75

The company is a supplier of technology-based products, systems and services to gaming markets worldwide. The firm’s P/CFO Ratio is 4.46. The firm’s Current Ratio is 2.08. The short interest is 8.70% as of 08/15/2011.

8. Boise Inc (BZ)

Sector

Basic Materials

Industry

Paper & Paper Products

Market Cap

$659M

Beta

3.96

The company's P/CFO Ratio is 1.99. The firm’s Current Ratio is 2.19. The short interest is 6.00% as of 08/15/2011.

9. Belo Corporation (BLC)

Sector

Consumer Cyclical

Industry

Broadcasting - TV

Market Cap

$533M

Beta

3.64

The company operates a group of television broadcasting, newspaper publishing, and other media outlets. The firm’s P/CFO Ratio is 4.64. The firm’s Current Ratio is 2.21. The short interest is 7.00% as of 08/15/2011.

10. Seaspan Corporation (SSW)

Sector

Industrials

Industry

Shipping & Ports

Market Cap

$857M

Beta

1.17

The company operates containerships worldwide. The firm’s P/CFO Ratio is 4.43. The firm’s Current Ratio is 2.21. The short interest is 4.10% as of 08/15/2011.

We hope this list helps investors as they do their own due diligence on small cap companies that appear undervalued.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

 

 

 

 

 

 
 
 
Best strength from prior mentions:   ANX
 
 
 
 
 
 
 
20+
 
 
 
UTHR down 9.56 in 39 range...down 10.51......
 
 
 
 
 
 
 
 
10-20
 
 
MRVL up .12.....yesterday we discussed to monitor for ongoing strength since strong earnings....In addition turnaround, given fall from 16....look for trending to mid 13s into month end....
 
 
 
 
HGSI down .79....
 
 
 
 
5-10
 
 
 
 
 
TIVO up .34......
 
 
 
 
2-3
 
 
Recall discussions on CANA yesterday:
...throughout 2011, has had ability to rebound solidly back into 3s......Medicinal cannabis play CANA fairly solid rebound from 2..daylong strength yesterday to 2.70....look for stabbing 3 into August....
Revenue for the second quarter of 2011 was $3.5 million, a year-over-year increase of 98% compared with $1.8 million for the second quarter of 2010.   The increase was due to continued strong growth of WeedMaps Media, our industry leading, on-line community and finder site for cannabis patients, dispensaries and medical clinics
 
 
 
1-2
 
 
CHGI more convincing for holding a buck after yesterdays consolidation of turnaround pickup...
CHGI.OB Aug 23 1.04
 
News for 'CPST' - (*D   Under 1 CPST receives Order For 30 More C65s From Pumps & Service To Be Installed With Multiple Oil & Gas Customers)
 
 
 
 
 
Pennies:
 
 
Jim:  check EGOH: this will go to $0.20-0.50 within 6months

investorshub.advfn.com/boards/board.aspx...

 
 
 
 
Slightly older articles on VELA, however may not have shared: .....What we like as a new catalyst in their favor is the relationship CLWR has above with sprint.....Will be paying closer attention to the rollout in Peru....recall intereview we sent yesterday/Other...below
 
 
A bullish article as it relates to how VELA stands to benefit from currency conversion with their 4g rollouts in China...
 
 
Yesterday:   Pat Griffin:  I got a few words from the interview but more important I thought GA (ceo george alverez) looked composed and relaxed.They seem to be getting a lot of free exposure.Its all good.
Maybe GA should do all interviews in Spanish. Interview with George Alvarez, CEO of VelaTel on Channel 8 / RUMBO ECONÓMICO in Peru http://www.facebook.com/l/dAQCz1u1EAQCJuCFTjGsm2YcNldzrwaThxjLRaZg6LxFpsg/t.co/bkH4To7
 
Interview with George Álvarez, CEO of Velatel
www.youtube.com
Fuente: CANAL 8 / RUMBO ECONÓMICO Fecha - Hora: 17-08-2011 - 19:38 Entrevista en estudio a George Ál
 
 
recall a more recent rpt from nbt:
excerpt:

We now forecast VelaTel will be cash-flow-POSITIVE in 2012 as their equipment and financial partner ZTE Corp. (the fifth-largest telco equipment and sixth-largest handset manufacturer) does NOT start charging interest on their 85% vendor financing for 12 MONTHS ... then Libor +2.5% interest only for five years...

For all the reasons above, CHTL is NBT's No. 1 pick for a direct play on the global broadband mobility wave ... and we see at least 10 major catalyst events coming into the stock over next six months...

Our 2011 end-of-year target is 60 cents; today’s price is 12 cents. There’s too much opportunity in store and progress ahead for it to remain at these levels over the intermediate term.

 
 
 
Chart forMarvell Technology Group Ltd. (NASDAQ:<a href='https://seekingalpha.com/symbol/MRVL' title='Marvell Technology Group, Ltd.'>MRVL</a>)
P/E (ttm): 10.48
EPS (ttm): 1.25
 
 
 
 
 
AMAP up 1.....
 
 


 
 
 
 
 
ATPG up 1.....up 1.05.....