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Re: Cube post# 2159601

Friday, 03/04/2011 3:19:48 PM

Friday, March 04, 2011 3:19:48 PM

Post# of 4972790
CABL *DD post MUST Have a look at least: WHAT DO YOU THINK, VZ. ITS GOING 2 GO just need VOLUME DOWN HERE!!!!

NOTES:
Restructued Debt this past year and hearing made a HUGE difference!
Earnings call for March not confirmed.
Clive stated possible BUYOUT!
Clive boasting 55 Million in REVENUES!!!
NASDAQ has givem them EXTENTION on MInimum BID



ShareHOLDERS are about to rewarded.....STATED

------------------

Clive Ng (born 1962, Malaysia) is a media sector financier and executive. He has focused primarily on Asian

business opportunities and has been instrumental in several joint-venture partnerships between American

companies and Asian firms, particularly during the Internet and e-commerce boom of the late 90s and early

2000s. He has also been a founding shareholder in Asian new media firms such as MTV Japan

and E*TRADE Asia.


Currently, he is founder and Executive Chairman of China Cablecom Holdings.

http://en.wikipedia.org/wiki/Clive_Ng


--------------------------------

Questions & Answers
Transcript Call Date 10/15/2010Operator: David Kratochvil, Euro Pacific Capital.

David Kratochvil - Euro Pacific Capital: I just wanted to touch on something that was mentioned briefly in the

call earlier about provincial consolidation of cable operators. I was wondering if you could provide an update

on the timing of what you see happening with Hubei and Binzhou provinces, and what kind of impact you think

that might that on the assets and valuations, and if you have any information about any other consolidations

that have been taking place, that have already occurred; can you talk about what kind of impact those have

had?

Clive Ng - Executive Chairman: Right. Thanks, David. Thanks very much. I'll take a lead on this and maybe

you can input later. First of all, the two regions that we're in, Shandong and Hubei are currently undergoing

consolidation. Hubei has probably the most advanced consolidation today in China in terms of consolidating

their existing assets as well as, they have also listed a public company in China. The second is Shangdong;

Shangdong is a larger asset given that it's in 17 cities, in Shandong province and we operate in a venture, in a

co-ownership in Binzhou. What we are seeing right now is that Shandong is looking for a consolidation as a

provincial play probably within the year. Within Hubei itself, I think within six months plus, we will be in

discussions with the Hubei authorities, staff, as well as the government of possibly consolidating our 55%

ownership into the public company in which – they're using us a local Asia consolidation play.

David Kratochvil - Euro Pacific Capital: Do you see Cablecom owning shares of the larger entity or just having

the other portion that you guys don't own, the portions of this larger consolidation?

Clive Ng - Executive Chairman: I think we're trying to keep our options open. Our view from management

would be that it would make probably better economics if we were to take our share and subscribe to the

local A share, given that the multiples of cable assets in China are much higher. If you take a comparable as

an example, Beijing Gehua, which is traded on the Shanghai Stock Exchange that's about 3

million subscribers and their market cap is about $1.9 billion.


David Kratochvil - Euro Pacific Capital: That's little bit higher than Cablecom's?

Clive Ng - Executive Chairman: Yeah, a little bit higher. We believe given that we have 1.2 million to 1.3

million subs in our joint venture with Hubei, and given that once Hubei consolidates most of their system, they

will be probably a 5 million to 6 million subscriber base, which will be much larger than a Beijing Gehua, and

we feel that even if you took our 1.0 to 1.3 million, and our 55% ownership which give us close to 700,000,

and you're talking about low range of 2s to 3s to 400 per subs, in terms of valuation. So, that's what we are

trying to achieve. It's still negotiating with the government. At some instances they might prefer

to buy us out, some instances they might want us to roll our stake in for equity.I think we're trying to

maximize our shareholders' value.That's what we hope to do.


David Kratochvil - Euro Pacific Capital: Given the efforts by the government to consolidate things on a

provincial level, is it safe to say that the opportunity that was presented to Cablecom a few years ago to

acquire these assets, those opportunities really don't exist elsewhere in China, given the rollup of all these

smaller operators or do opportunities still exist in other second, third tier cities for expansion?

Call Participants
ExecutivesClive Ng : Executive ChairmanDebra Chen : IRSikan Tong : CFOAnalystsAlberto Bassetto : Jayhawk

CapitalMichael Wise : Josland and CapitalDavid Kratochvil : Euro Pacific Capital


CHART


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