NTWK a caminho dos 3$?

[talexandre]

/bolsa/quotes_stockcharts.php?ticker=NTWK

O que acham?

[simarion]

O que acham?

Ela está a 1,24 e tu dizes que está a caminho dos 3$, acho que é caso é para te perguntar a ti porque achas isso?

[talexandre]

a mim parece-me um autêntico foguete...

[talexandre]

Está on fire...
mais cedo ou mais tarde vai fazer uma pausa (2-3 dias) e deverá retomar o caminho dos 2$...

[talexandre]

Até agora, tudo sob controlo.

Cá está ela a fazer uns 2-3 dias de pausa, como previsto...

Para a semana deverá prosseguir o seu caminho, na direcção dos 2$....

[newton]

talexandre, visto que iniciou o único tópico que encontrei sobre a Netsol neste fórum, não acha interessante escrever alguma coisa com substância sobre ela? por exemplo o que a empresa faz, o que mudou na empresa nos últimos tempos, ou os motivos porque o talexandre acha que ela vai aos 3$ especificamente?

É que com este título no tópico, é uma desilusão chegar aqui e não ver conteúdo nenhum com substância, não ver uma única razão ou linha de raciocínio que baseie uma projecção de mais de 100% de valorização.

Eu tenho acções da Netsol e até tinha interesse em discuti-la, mas este tópico da forma como está escrito perde credibilidade.

[talexandre]

Caro Newton,

realmente tem razão, mas o tempo tb não é muito...

Deixo então um resumo da REDCHIP que sintetiza bem o facto q me levou a entrar na NTWK. A minha intenção com o tópico era mais mostrar a evolução gráfica do título e não fazer uma apresentação da empresa (não estou aqui para convencer ninguém...)

10 Reasons to Own NetSol Technologies

NetSol Technologies, Inc. (Nasdaq: NTWK) (Nasdaq Dubai: NTWK) blew away analyst estimates when it reported fiscal 2010 year-end earnings a few weeks ago. After working through several quarters of depressed demand from the global technology sector, NetSol has emerged a streamlined and, once again, profitable company. Management envisions a strong market for its products over the next year, coupled with international expansion by the Company.  Based on NetSol's recent performance, here are 10 reasons investors should seriously consider taking a stake in this company:

1.Fourth quarter EPS of $0.04 soundly beat RedChip analysts' estimate of $(0.00), and its $10.7 million in revenues far surpassed our $7.9 million estimate.

2.Significant cost management and streamlining during the year paid off. Revenues grew by almost 40%, while cost of sales simultaneously fell nearly 20% from fiscal 2009, resulting in gross margin expansion from 35% to 62%.

3.Operating efficiency improved dramatically over last year – cash from operations was up 604% and receivables turnover increased noticeably.

4.NetSol's management has given EPS guidance of $0.15 to $0.20 for FY11, representing 275% to 400% YoY growth from this year's earnings of $0.04.

5.New clients added in the most recent quarter included Mercedes-Benz of Japan, Minsheng Bank of China, Volvo Auto Finance of China, GMAC, GAC-Sofinco, and Sany Corporation of China (the world's largest concrete equipment manufacturer).

6.NetSol signed a Global Framework agreement with Daimler Financial Services in Singapore on September 16, 2010. Details of the contract are not yet available, but it is likely to provide significant new market exposure to the Company.

7.In August, NetSol was recertified as a CMMI Level 5 company, a status it originally achieved in 2006. NetSol is the only Pakistani software company and one of 162 companies in the world, including IBM, Motorola, Boeing, and Raytheon, to be rated CMMI Level 5.

8.FY11 guidance does not include the effect of any potential contracts with the Pakistani government due to the focus on rebuilding infrastructure destroyed by the recent flooding. However, NetSol is still the leading bidder for significant contracts relating to Pakistan's land records management system and the digitization of the nation's military.

9.In responding to a question on the year-end earnings call, CEO Najeeb Ghauri commented that the stock "is very undervalued without question." Open market share purchases by the Company's founders and a 6-month, 2 million share buyback program have implicitly confirmed this belief by management.

10.Mr. Ghauri further acknowledged that NetSol could be an attractive buyout target at its current levels, but that a reasonable takeover valuation would likely be in the $8-$10 range and that management would resist lower offers in the interest of shareholders.

NetSol is growing its sales and adding new world-class clients while the global economy is still floundering in low post-recession growth. It has succeeded in reducing cost of revenue and operating expenses while growing sales, resulting in a significant improvement in efficiency and profitability, and management expects a strong year in fiscal 2011. NTWK is an incredibly attractive investment opportunity at its current valuation around $1. Look for strong price appreciation in the near future as the market begins to recognize this stock's full potential.

E já que o Newton tb tem NTWK, pq tb não apresenta as razões que o levaram a entrar e quais as suas expectativas no curto-médio prazo?

Cumprimentos.

[talexandre]

Para quem quiser ver o relatório... http://www.redchip.com/visibility/investor.asp?symbol=ntwk

[talexandre]

Passou com distinção, ontem, a fase de 2-3 dias de "descanso"...

Agora deverá ser a subir até aos 2.20-2.30 onde deverá fazer nova pausa... 

Vamos ver a evolução dos próximos dias.

[talexandre]

Já ultrapassou a "barreira" dos 2$...

[talexandre]

a correcção iniciou-se nos 2.11...

Agora vejam este link: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57716773

E tirem as vossas conclusões. 

1. BIG INSIDER BUYING (again)
2. GREAT CHARTS

Acho que desta é que vai a caminho dos 3's...  (vamos ver)

[talexandre]

E lá vai ela... a subir mais de 10%...

[JFR]

Interessante:

http://sharedduediligence.blogspot.com/2010/12/on-potential-for-buyout-of-netsol.html

Vamos ver como ela se comporta em 2011...