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CDR - Commander Communications

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Yes, I am still on board this sucker....and it would be mighty sweet if she could pull it out of the fire......early signs look good....although, I was not impressed by their first asset sale........they sold the asset for a delayed payment of about 3 million and the company who bought it upgraded their profit forecast by 50% because of the transaction.......someone got a good deal and it wasn't Commander..hehe
 
Trust me they got an ok deal..they still retain the most profit part of the business, the distribution .

I like this CEO, she is doing a good job and she put her money where he mouth is

she do hold interest in M2 as well so she wouldn't screw them... she has done similar deal with M2 when she turn around Orion and it works out all well for everyone
 
I'll trust you on this one as my failure in this case was buying something outside my expertise, which hasn't changed...hehe....I do however have a firm belief that this is worth way more than 20cents..the bankers have backed off...a turnaround of a company with this type of revenue could be incredible.....just a 1% reduction in costs has huge leverage
 
I put a lot of stake into this stock and the CEO it better work out well for me
or all my profit for the last 2 years will go down the drain..

I give this stock 3 years to turn around and I be happy with 20% P/A return
so 60% return from today price in 3 years time
 
I bought a small parcel today as well on the back of the new CEO also buying, they divested some non core assets and the fact Hunter Hall have taken a significant stake.

Will hold for the long term and although it may take a while at 18.5 cents its well worth a high risk and speculative punt IMO but my stake reflects that.
 
Hunter Hall is the reason for the new CEO, the restructure and get rid of low margin non-core asset.

They have an arm of turn around good company run by bad executives
the new CEO is a hand of their arm
 
Judging from their last income statement, they have a lot of low margin assets..hehe...I'm just surprised the Optuses of this world did not pounce on market share leader when they could.......I bet they thought it too much 'risk'....funny enough, when she turns it round they will queue for the assets at multiples of the current prices
 
Optus would not be interested in Commander.

CDR did/ do hardware (which it has just divested itself of all hardware based staff and returned any orders for hardware that have not yet been delivered), project management (Volante) and resold carrier time (via their RSL Com purchase).

Optius already are a carrier so they do not need or want CDR other than to pick up a cheap client data base. Optus have a strategic alliance with Cisco for hardware based solutions which includes project management and implementation.

The likely suitors for CDR are third tier switchless resellers such as Soul etc who can lift themselves from domestic to a B2B client base. CDR are going to struggle with yearly revenue targets for a while unless they get their CDR franchises to lift their levels of data management expertise to corporate level quickly in my opinion. The coporate sales teams are now very thin and their sales figures are suffering.

If CDR were mine i would buy AAPT off NZ Telecom and lift revenues by selling data solutions into that base rather than sell out for a fraction of what it could be worth with some decent management.

 
Looks like Hunter hall were buying up more last week, there stake is now nearly 20%.

still hovering around 18 cents though.

fingers crossed
 
Ouch I just looked into this stock and it is down to .7c I wonder how much lower it will go or a possible breakup of the business?
 
The problem is a lack of announcments, compounded by the end of financia year. There is meant to be some ann coming out soon. +ve or -ve it can't go much further.
 
This one is a basket case literally all of the staff have moved onto other business areas. Data#3 DTL has picked up the HP products side of things have a look at their shareprice since!! The rest of the Volante staff have dispersed with a number joining Datacom there is only scraps left.
 
End of the line, folks. Commander just announced this morning they've gone into voluntary admin due to not being able to get a debt extension. Been on my watchlist for a while, but I realised this one was poison round about Feb.
 
Doh 15K down the drain following Hunter Hall lead
Live and learn

Banks getting wet feet, salvage the business before its too late
Amanda is doing a good job but sometimes there is so much sh*t you can push ..this time the load is too heavy...
 


Ohh... being relatively new to the Share Market, does this news mean all sharesholders have lost their funds? Commander are still going to be working as 'business as usual' (taken from the announcement). That's be a bumma.

But if so, we should be able to write off our losses tax time right?

Cheers
 
Yeah it basically means the major 4 get back all their debt and it will happen in a rapid, machine-gun like fire sale, which means we all lose our money .

Stupid speccie lucky I didn't wack too much in it...
 
gosh, i was at a wedding in January this year and the guest next to me was an employee at Commander telling me that their restructuring was working out well and the future would see the company doing well again. He seemed extremely confident and over a lot of wine had me believing him and thinking I should buy some CDR shares at some stage soon. Luckily I didn't buy any as after the wine wore off I decided that he probably didn't know anything.
 
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