hat heute Ihre Analyse/Interview veröffentlicht. Dieses Statement fällt überaus positiv aus, was sich heute im Kurs widerspiegeln müsste. Er geht dabei ganz genau auf die Zukunftsperspektiven des Unternehmens ein, was interessant ist, ist die Tatsache, dass er einen Termin nannte, es ist eher ein Termin Monat, und zwar der April 2014, und was passiert da? Es wird ein neues "Multiplay Service System" veröffentlicht und wäre vergleibar wenn noch nicht besser als bestehende Systeme von BT oder BSB, sein vorzeitiges Kursziel nannte er auch gleich am Ende des Jahres sollte der Kurs bei 15p oder höher liegen.
Hier unten ist der Auszug aus dem Artikel:
3. We agree with consensus that the growth opportunity is attractive if the risks can be managed. SWOT ANALYSIS STRENGTHS • Ambitious management • Strong sales focus • Low-cost VoIP platform WEAKNESSES • Barely established model • High cash consumption • Unpredictable earnings OPPORTUNITIES • Industry consolidation • Slick integration process • Single platform proposition THREATS • New funding requirements • Deal integration • Stiff competition
2. By focussing largely on the SME market and public sector organisations Coms has rapidly emerged as an exciting growth business. Just last month (23 Jan) Breith told the market to expect revenues ‘significantly ahead of management expectations’ thanks to outperformance from both organic operations and the handful of acquisitions completed in 2013. Acquisitions will remains a key force for growth over the coming couple of years, and Breith has announced the purchase of managed network supplier Cloudxl in a deal that could add-up to £3.4 million, although an additional £2 million is expected to be needed to provide working capital. That led Coms to simultaneously raise £7.9 million of net new funds in an oversubscribed dealhat
priced at 6p per share conducted by broker Charles Stanley (7 Feb). That represented a near 28% discount to the 8.3p share price at the close last Thursday (6 Feb). Coms swiftly followed the transaction with news earlier this week (10 Feb) of more than £700,000-worth of new SME cloud calls contracts. Charles Stanley analyst Peter McNally estimates revenues for the year to January 2015 of £46.8 million and he expects Coms to deliver £2.4 million of taxable profit for earnings per share (EPS) of 0.25p. With the shares currently trading at 8.95p, this implies a price to earnings (PE) multiple of 35.8, although the rating will fall sharply to 15.4 the year after assuming Charles Stanley’s 0.58p estimate for fiscal 2016 proves accurate.
1. Cloud calls service supplier Coms (COMS:AIM) is set to launch a move into the direct-to-consumer multi-play market in April, where it believes it can leverage its low-cost voice-over-internet protocol (VoIP) technology platform. This would be an ambitious tactic for the £71 million cap company, effectively taking it outside of its core small and medium-sized enterprise (SME) space and pitching it against the giants of the multi-play market, including BT (BT.A), British Sky Broadcasting (BSY) and TalkTalk (TALK). If it gets it right, analysts believe the shares can hit 12p and perhaps go as high as 15p in time. Coms chief executive, and 15% shareholder, David Breith believes he has spotted niche segments in the consumer telecoms market where certain content advantages, low network latency and bespoke service could be attractive to higher value customers. Coms has earmarked around £400,000 for a sales and marketing push, including a run of high profile TV adverts. The aim is to leverage its expansion into media content following the December purchase of media, design and animation specialist companies Clicks Media Studios and Darkside Animations in a combined £342,000 cash and shares deal |
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