NWT - Newsat Limited

[Hopefulone]

Bozot, you are absolutely right. The lack of announcements of the last 6 months or so has been so out of character that it was scarey. I traded the announcements knowing that it would go up then back down again. Havent been able to do this with any real confidence due to the lack of announcements. if no announcement is made people will get rid of their buy orders very quickly. announcement needed is something like the november 2006 news letter, explaining whats happening.

If they have turned the corner both from a financial and from a goverance point of view, and I think they have, any $$$ announcements made, will due to the pent up nature of the stock will send it up very quickly.

I have traded the stock and hold a large quatnity, so for me if its not this month or in the next 6 months, Im not selling.

hopefully = 6 cents or = 10c even better

 

[champ2003]

Bozot, you are absolutely right. The lack of announcements of the last 6 months or so has been so out of character that it was scarey. I traded the announcements knowing that it would go up then back down again. Havent been able to do this with any real confidence due to the lack of announcements. if no announcement is made people will get rid of their buy orders very quickly. announcement needed is something like the november 2006 news letter, explaining whats happening.

If they have turned the corner both from a financial and from a goverance point of view, and I think they have, any $$$ announcements made, will due to the pent up nature of the stock will send it up very quickly.

I have traded the stock and hold a large quatnity, so for me if its not this month or in the next 6 months, Im not selling.

hopefully = 6 cents or = 10c even better

Can anyone show me a report which shows that they are even close to making a decent profit??? I really doubt it folks. If this stock doesn't go under i'll be shocked. They have been saying that they have turned a corner for a very long time and the last time they said that they ended up selling their most profitable business arm just to get hold of some more cash on top of their many billions of shares on offer. They are just about at their ends meet i'd say. I doubt that they can get too much more cash by adding more shares and the only other way to get cash is to make a profit which i very much doubt so what happens next????

 

[Knobby22]

I sold out for a small profit yesterday.

I don't like the way it is travelling at present.

 

[Hopefulone]

Guys, make a profit on anything is good- small or big.

As to showing the profits for NWT - I agree it is impossible show you that they have a profit until they get their 31 December 2006 result out.

A friend bought at 0.9c over the break and asked if she should get out. She'll be making $2,000 profit not bad for 2 weeks. However, I advised that based on what they have said - and yes it is the same as in the past - it is that this time they have infrastructure which was making a profit when they bought it. The results have improved from previous years. And they indicated that they are cash flow positive.

If any of the December 2006 statements are incorrect and not made on an informed basis, the directors can be sued. Some one on another chat room indicated that they would be the first to start a class action. I'd join if that was the case.

My gut feeling is that it is different this time - not the brash weekly announcements that they did 'anything' just to get the price moving. This doesnt seem to have been happening in the last 6 months or so. Even since December they have not made any annoucements to push the price up.

From others it seems that they have technology, they have the infrastructure and they have the products. It is now selling the whole package. If they can, then it it is not 3c or 4c a share but much more. However, given managements past, there are doubts as to whether this can be translated into the real potential. that why it is in the 3c to 4c range and some hedge fund will buy it at that range - put in good managment and turn it into a monster

History is good, learn from it, just dont let it rule you.

If you reckon they dont have the technology or the product etc then i will agree with you and sold out at a loss a long time ago. But I havent on the basis that things have changed.

Interim results will be the proof - and I hope they are good to.

 

[ASX.CODE]

Re: NWT - Newsat - found this on Google Search today.

News Defence air support does voice over satellite
VoIP now available in remote locations
Rodney Gedda 18/01/2007 16:54:10 Print this story
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Lifecycle IT Asset Management Zone Organizations support the Department of Defence's operations in Dili, East Timor, can now access voice services to Australia over satellite data links with an agreement between MyNetFone and Ursys.

The logistics command centre located inside the Australian Defence Force compound at Dili airport can now make MyNetFone VoIP calls via satellite connection provided by Ursys' Linux-based routers. MyNetFone Managing Director Andy Fung said Ursys has now connected all major teleports operating in Australia into the MyNetFone service delivering business quality voice calls from any location within the satellite footprints covering Australia, New Zealand and South East Asia.

URSYS chose NEWSAT to provide satellite space for this initiative.

Ursys business development manager Garry Millar said one customer is an air services logistics company which provides "essential support" to the Australian presence in Timor. Ursys CEO Grahame Cover said to run business quality voice services over satellite, the voice packets need to be compressed and prioritized via a secure tunnel back to MyNetFone's platform.

"This has the added bonus of zero packet loss and low traffic congestion resulting in business grade call quality," he said.

 

[bozot]

SHOW US THE $$$$
What opinion does anyone have if it turns a $500000 profit.

If this company was starting out @ NWT and just listed what would it be worth.
Have a look at ARR?? Slightly different sector but peopl jumping in..

 

[Sean K]

SHOW US THE $$$$
What opinion does anyone have if it turns a $500000 profit.

If this company was starting out @ NWT and just listed what would it be worth.
Have a look at ARR?? Slightly different sector but peopl jumping in..

Sorry Bozot, what is the message here?

 

[Hopefulone]

Re: NWT - Newsat and a profit

If there is a profit then all the so called promises that AB and the gang have made will have materialised, creating some creditability to their reputations. This will really change perceptions and give some umph to the share price. Any projections will be shown in a different light. Until they need perform.

The logic here is that it made a loss of some $10m of which $6m was in the first half and $4m in last half.

so if it has made a nil profit for the 6 months to 31 December 2006, then it has made a complete turnaround and a trend.

what the share price could be is anybody's guess. I reckon 3c to 5c in a matter of a few days.

 

[Sweet Synergy]

Re: NWT - Newsat and a profit

The logic here is that it made a loss of some $10m of which $6m was in the first half and $4m in last half.

so if it has made a nil profit for the 6 months to 31 December 2006, then it has made a complete turnaround and a trend.

what the share price could be is anybody's guess. I reckon 3c to 5c in a matter of a few days.

Interesting post Hopeful. I'm holding a large parcel cause I think this stock has great potential!
but am curious how u came up with price/time target.
Cheers

 

[Hopefulone]

Re: NWT - Newsat and a profit

Interesting post Hopeful. I'm holding a large parcel cause I think this stock has great potential!
but am curious how u came up with price/time target.
Cheers

The logic in my argument is based on the trends of the loss/profits over time and the announcements made to date.

Loss of $10m in 2005-06 to a nil profit for six months 31 December 2006, means that management have delivered, albeit some 2 or 3 years to late for some. So if revenue is expected continue to grow, a profit of several $m for the whole 2006-07 year is not unreasonable to expect with much more profits in the future.

The 3c a share would equate to some $100m capital value which aint unreasonable with the positive cash flow and the potential accruing and being recognised.

Starts making a profit means that its future income tax benefit could start being booked - pay no taxes for some time.

given that people are waiting to see the $$$$$, the 14 march 2007 interim result date should confirm the $$$$$ position. Nil profit a good thing shows significant turnaround, a profit of $2m or more great. Insiders, staff, accountants, EAs, printers, you name it, will tell friends etc and should see trading volumes to move up before the announcement - so keep an eye on it.

Also dependent if any profit upgrades are also announced.

With the uncertianity now cleared up, buying will start and push price up very quickly...people will then talk about this 'penny dreadful with potential', newspapers start talking. Day traders show themselves.

If it however, still makes a $10m and nothing has changed I'll be getting out ASAP. But this isnt the situation.

really thinking seriously of selling some other shares and taking a big punt. Results are going to be much better than last years loss, so as some one indicated elsewhere - downside is maybe 0.8c or 20% however upside could be 200% or more.

My only problem is recommending to family and friends - would like to tell all, however, the prospect, even a remote smell of a loss, stops me from recommending, as some family and friends cant afford or handle the fact that can make a loss and worry over any potential for a loss.

So that is my logic.

 

[champ2003]

Re: NWT - Newsat and a profit

The logic in my argument is based on the trends of the loss/profits over time and the announcements made to date.

Loss of $10m in 2005-06 to a nil profit for six months 31 December 2006, means that management have delivered, albeit some 2 or 3 years to late for some. So if revenue is expected continue to grow, a profit of several $m for the whole 2006-07 year is not unreasonable to expect with much more profits in the future.

The 3c a share would equate to some $100m capital value which aint unreasonable with the positive cash flow and the potential accruing and being recognised.

Starts making a profit means that its future income tax benefit could start being booked - pay no taxes for some time.

given that people are waiting to see the $$$$$, the 14 march 2007 interim result date should confirm the $$$$$ position. Nil profit a good thing shows significant turnaround, a profit of $2m or more great. Insiders, staff, accountants, EAs, printers, you name it, will tell friends etc and should see trading volumes to move up before the announcement - so keep an eye on it.

Also dependent if any profit upgrades are also announced.

With the uncertianity now cleared up, buying will start and push price up very quickly...people will then talk about this 'penny dreadful with potential', newspapers start talking. Day traders show themselves.

If it however, still makes a $10m and nothing has changed I'll be getting out ASAP. But this isnt the situation.

really thinking seriously of selling some other shares and taking a big punt. Results are going to be much better than last years loss, so as some one indicated elsewhere - downside is maybe 0.8c or 20% however upside could be 200% or more.

My only problem is recommending to family and friends - would like to tell all, however, the prospect, even a remote smell of a loss, stops me from recommending, as some family and friends cant afford or handle the fact that can make a loss and worry over any potential for a loss.

So that is my logic.

Hi Hopeful,

IMO advising friends and relatives to buy into any shares let alone this one is a recipe for disaster. You can lose friends over lost money. Nothing you have stated is based on fact. It's all hypothetical and extremely speculative. If there is anything good to tell about this company i'm sure that they would be very quick to release it. Why hold off??

The share price will spike upwards from time to time i'm sure but be i advise to be very careful in just throwing a huge sum of money into this as thats a pure gamble.

All the best

Cheers!

Champ

 

[Hopefulone]

Re: NWT - Newsat and a profit

Hi Hopeful,

IMO advising friends and relatives to buy into any shares let alone this one is a recipe for disaster. You can lose friends over lost money. Nothing you have stated is based on fact. It's all hypothetical and extremely speculative. If there is anything good to tell about this company i'm sure that they would be very quick to release it. Why hold off??

The share price will spike upwards from time to time i'm sure but be i advise to be very careful in just throwing a huge sum of money into this as thats a pure gamble.

All the best

Cheers!

Champ

C
I agree champ that recommending the stock to friends and family even a bhp etc is also a problem and I havent.

As to the risk, yes it is a speculative thing, but its something I can manage and consider the payout ratio to be worthwhile.

As to why NWT are keeping the good news to themselves. I have asked my self that question. Someone else has indicated NWT are trying to build creditability and will only make real announcements. Past history has seen announcements for any and everything, just to cause the price to rise only to fall back.

The announcements made since NWT has come into play have been well considered and not minor. Even their website has not had anything since 29 november 2006.

But if they have turned around, what would be needed to cause the price rise, what sort of announcement, what sort of result.

I explained my logic, tell us your logic.

interested to hear.

 

[champ2003]

Re: NWT - Newsat and a profit

C
I agree champ that recommending the stock to friends and family even a bhp etc is also a problem and I havent.

As to the risk, yes it is a speculative thing, but its something I can manage and consider the payout ratio to be worthwhile.

As to why NWT are keeping the good news to themselves. I have asked my self that question. Someone else has indicated NWT are trying to build creditability and will only make real announcements. Past history has seen announcements for any and everything, just to cause the price to rise only to fall back.

The announcements made since NWT has come into play have been well considered and not minor. Even their website has not had anything since 29 november 2006.

But if they have turned around, what would be needed to cause the price rise, what sort of announcement, what sort of result.

I explained my logic, tell us your logic.

interested to hear.

Hi again hopeful,

My logic for saying that it's all speculative and hypothetical is because they haven't released anything concrete to show that they are anywhere near breakeven or profit. Their previous announcements haven't been significant IMO and they seem to always avoid disclosing what the monetary value of the contracts are and how exactly that will affect the bottom line. I think its a little extreme to relate NWT to Telstra in previous posts as TLS are in competition(this is a load of balony to be honest, its all hot air trying to generate some interest in NWT).I understand that you want to talk about it to keep the thread and the speculation alive as you have disclosed that you hold alot of shares. If and when NWT release some concrete positive news which isn't full of hot air and has actual figures to prove profitabilty i may look into it again but until then its on the backburner.

All the best

Champ

 

[Hopefulone]

Re: NWT - Newsat and a profit

Hi again hopeful,

My logic for saying that it's all speculative and hypothetical is because they haven't released anything .......and has actual figures to prove profitabilty i may look into it again but until then its on the backburner.

All the best

Champ

I agree total with you. The TLS thing is something that some one tried to give credence to. until there is an announcement TLS and anything else is not worth anything.

I take your points you have raised. The difference maybe is that I see the glass half full and maybe you see the glass half empty. Until the results are released and $$$ are shown and creditability is restored, if it can, them it will be on the backburner for many, and not much movement up. But once $$$ are shown etc, and i think they will, NWT will takeoff.

Like every one else, we will wait and see. 14 March to me seems a real turning point.

On the back burner for some, getting hot for others....taking a punt at 1c aint that bad 1m is $10k...and only as a speculatively one at that you can afford.


PS this thread seems to have a bit more thought than some of the others such as HC. That why I post here

 

[Sean K]

SHOW US THE $$$$
What opinion does anyone have if it turns a $500000 profit.

If this company was starting out @ NWT and just listed what would it be worth.
Have a look at ARR?? Slightly different sector but peopl jumping in..

Bozot, I am a great fan of chit chat within the threads, but I am also a great fan of reasonable discussion.

So,

What if NWT turns over a $500K profit?
What would NWT be worth if it just listed?
And how on earth is this comparable to AAR?

Respectfully,
kennas

 

[champ2003]

Bozot, I am a great fan of chit chat within the threads, but I am also a great fan of reasonable discussion.

So,

What if NWT turns over a $500K profit?
What would NWT be worth if it just listed?
And how on earth is this comparable to AAR?

Respectfully,
kennas

Hi Kennas,

I think Bozot means ARR. Here's a discription of this company from Comsec

-Arasor International Limited (ARR) is a developer and provider of integrated optoelectronic and wireless solutions that drive greater bandwidth and richer content to consumers. It has a global customer base operating in the telecommunications and consumer optoelectronics industries. Optoelectronics deals with electronic devices for emitting, modulating, transmitting and sensing light signals.

In any case ARR isn't a satelite Broadband Technology Provider so i also cannot see any comparison.

Cheers

Champ2003

 

[Sean K]

Hi Kennas,

I think Bozot means ARR......In any case ARR isn't a satelite Broadband Technology Provider so i also cannot see any comparison.

Cheers

Champ2003

Hi Champ, sorry I got the code wrong there. Thanks for clearing it up. Perhaps we'll hear of some comparison shortly. I am sure it has some relevance....

Kennas.

 

[tiggy7]

Satellite VoIP For Dili Air Services
Monday, 22 January 2007
The logistics command centre located inside the ADF compound at Dili Airport in Timor can now make VoIP calls to the Australian PSTN via Newsat satellite.
The service, made possible by URSYS, MyNetPHone and satellite company, Newsat could pave the way for more satellite VoIP deployments by MyNetPhone.

Although located within the ADF compound the customer is an Air Services Logistics company, providing support to the Australian defence presence in Timor.

"Our satellite communications partner, URSYS, provides new routing technology to optimise VoIP traffic across satellite with the MyNetFone service," said Andy Fung, Managing Director of MyNetFone.

"URSYS has now connected all major teleports operating in Australia into the MyNetFone service delivering business quality voice calls from any location within the satellite footprints covering Australia, New Zealand and South East Asia. As a result, we expect significant VoIP satellite business for MyNetFone this year," he said.

Grahame Cover, CEO of URSYS said: "To run business quality voice services over satellite, you have to compress the voice packets in a trunk and prioritise the voice data via a secure tunnel all the way back to MyNetFone's platform. This has the added bonus of zero packet loss and low traffic congestion resulting in business grade call quality."

"We currently support dozens of URSYS clients operating in what we now call ‘Managed Space Segments' as opposed to ‘Public Space Segments'," said David Atkinson, General Manager - Teleports at NEWSAT.

"With the move away from Public Space we will able to greatly improve the security and performance of our Client Networks," he said.

 

[Hopefulone]

Re: NWT - Newsat new contracts

Got this from HC:

"some one put me on to contract Newsat had, but not said anything about. one of many

Detailed below is public available info from Austender. Here is a contract that Newsat had with Dept of Foreign Affairs original for $1.444m with the contract now extended to some $10.15m or recurring expenditure.

Contract ID 1561550
Agency Department Department of Foreign Affairs and Trade
Portfolio Foreign Affairs and Trade
Division CMD
Branch FSB/CPU
Contract Agency Reference 02/090103
Contract Date 29-May-2005
End Date 4-Apr-2006
Contract Value ($) 1,444,421.00
Office Post Code 0221
Description of Contract Provision of Telecommunication Services. This is an amendment to existing gazettal 912897. Total contract value now $10154421.00
Procurement Method open tender
Confidentiality Reason(s) Blank
Consultancy
ANZSCC Code 752
ANZSCC Description Telecommunications services
Supplier Name NEWSAT NETWORKS PTY LTD
Supplier Postal Address LEVEL 22, 1 MARKET STREET
Supplier Suburb SYDNEY
Supplier State NSW
Supplier Country Australia
Supplier Postcode 2000
Supplier ABN 19078204994
Supplier DUNS
Supplier ACN
S/O Agency Reference

here is the reference to conform. not making up stuff
http://www.contracts.gov.au/OutputContract.asp?ContractID=1561550

Newsat are keeping things under hat, things have turned."

checked the reference and it is right. Spoke to someone regarding this source who indicated that secret defence contracts arent listed

good sign of things.

Just surprises me that NWT arent coming out and telling everyone this. The lack of news is very strange....something is brewing....i can feel it in my bank account....

Can anyone expalin why NWT releasing such info. Last thing on their website is 29 November 2006.

Price is being maintained, even though volume has dropped, but still there is buying

 

[bozot]

Hi Champ, sorry I got the code wrong there. Thanks for clearing it up. Perhaps we'll hear of some comparison shortly. I am sure it has some relevance....

Kennas.

Kennas sorry Yes ARR was my point...
They listed @ 1.50 and are double now.. If NWT was new listing then where would they be. Only the MUL history holidng it back imho

I spose NWT is MUL without MUL, so really it is a new listing and it looks to havbe the contracts.. I think there may be a few surprises with this one.

All the best