Oi S.A. (OIBR)

[csf_dialysis]

Read the Mar 10 2014 SA Blog on SIBR and assess the unfair transfer of wealth from SIBR to a hiding controlling holding company.

[randall899]

I think that if you want growth and can accept the extra risk . The most potential is outside of the United States. I feel like the US economy is a trainwreck. There are probably some good companies to buy in the US for income, but I don't see them growing much. If you are young and can stand the risk I would tell anyone seeking capital growth to consider alternatives in the emergeing markets sector. This one should be about as strong a bet as you can find there too. Personally I think this one has a better chance to make you more money than any top quality company in the s+p. The risk of currency changes and political instability is higher. I took the risk. If it goes bad I guess I did it too. Your investment in blue chips may be safer but it wont grow as fast as a good new company like the blue chips were in the past. Me I want growth my plan is too buy more bluechips down the road. This is a good growth opportunity at the price it is right now. Stocks can go down in value so buy them when they are cheap. This one has certainly been going down lately. Everything can will and must change.

[Prchr]

Thanks for your assessment. Bought in yesterday - so up .06. Figure a longer term hold. Only foreign based holding I have. Brazil - Olympics, money and infrastructure rising, maybe some overall impact.

[randall899]

I just peeked at the prospectus. If you bought into this and the price went down. I do not feel like you need be concerned. This is a very large company. The market value is laughable. Time will show us. This is a 10 bagger in quick time too. The Portugal merger is big. Very big. landline customers in excess of 50 million subscribers. Cell phones + cable tv. big. Dividends to come if they follow the past record. Years long. Buy what you like sell what you want. This is a government regulated telephone company that provides the landline service in two countries. Plus a large cell phone operation. Plus cable tv subscriptions. Audited financials. Years in business. They have paid a dividend of 1.12 / share before. Past performance does not guaranty future results but they have a impressive record in time if you ask me. Probably just a fool chasing a rainbow I see the end of this on the horizon. BIG Big big. That is my thought and it is supported by mathematical reasons. Read the balance sheets. Sustainable money generator here. Two countries large ,When the U S financials come out. Wall street gonna be buying for income generating portfolios. South American and European companies seem least risky to me than most other countries because for now the political state is stable. I own some of this and I doubt I am selling any time soon. Magnificent prospect growth and income wise. This is a good one

[randall899]

Even though this went down some since I bought in. I have gone off the deep end as I am considering cutting a couple of positions and buying more here. The growth potential from here looks extremely good to me. This is a well established business. They pay a dividend usually also. +100 million in share volume today. The Market has gone insane on the price of this company. This is a fairly large phone company. This is a New York Stock exchange listing. This is being offered by the big boys. It looks like a fly by night pink sheet listing at this price to me. I may not understand the stock market but I understand a dividend paying government operated utility. This is the landline service of the entire country of Brazil. They just sold over a billion dollars in cell tower interests. I think its a no brainer right now. That is good because I may not have a very good functioning brain either. I just cant pass this by.

[randall899]

2012 paid 1.12 dividend.

[randall899]

This company is the phone service provider of the entire country of brazil and Portugal. They have paid their stockholders dividends regularly for years. Some have been in excess of $1.00 they made over 300 million dollars according to the annual report. Filed with the sec. Look at the banks names backing this offering. This is not a fly by night pink sheet listing this is a real corporation that has paid dividends .Regularly. The fcf of this is like 2.40/share I guess people don't believe in numbers. Buy what you like sell what you want I guess.

[randall899]

10- 12 dollars reasonable estimate. at 4x's book . Many companies trade at that. This company has paid dividends regularly . I don't understand the price right now so I will wait.

[randall899]

A 10 cent dividend proposal is in the works

[randall899]

This company pays a dividend. A few impressive ones over the years also. They just sold interest in several cell towers a bunch of them. Over thousands. The market is insane. I don't understand it. This company profited over 300 million dollars stated on their annual report filed with the sec. Look at their assets - liabilities. Billions in net worth. . This is no fly by nighter. Buy at your own risk I bought some.

[randall899]

book value $3.66 dividend paying company assets - liabilities = billions I don't understand this market

[randall899]

sec fileing 637 million dollars profit in 2013 form 20-F look at their dividend record 10 yrs looks like a steal to me I got some

[lazyeye]

Guess the trading this morning answered THAT question.

[lazyeye]

New filings out today:

http://ih.advfn.com/p.php?pid=news&symbol=NY^OIBR

Not sure how this news will affect s/p short term.

[buryboy96]

Absolute nightmare!!! Any predictions?

[MaxPow]

this looks good

[jamoroaddog]

Just bouncing around at support levels, looking for a bounce.

[jamoroaddog]

Ty ;), this stock has shown a nice bounce pattern with strong support in the 1.50s, it's also very undervalued, let's keep climbing!

[kanianj19]

good call...looking good today...figured 1.50-1.55 was a great opp to get in...looking for $2 come april

[jamoroaddog]

Anyone else notice the 200 and 50 day moving averages about to have golden cross? Expect a jump here.

[buryboy96]

Here's hoping mate!

[kanianj19]

i started a long position today...looking to see $1.80-2.00 late spring...been watching for a while and feel this is a good bottom play

[buryboy96]

Very dissapointed with this, i expected a big run up to the high 70's...
Down a couple of grand, dont want to see it go down much more.

Any opinions or targets?

Joey.

[Tom489]

Any idea what the news means about the merger share sale? What you think it means for this company

[rightothesky]

Why is this stock trading so low? From a quick glance over it appears extremely undervalued.

[tw0122]

They are saying short squeeze. 14 days to cover short shares

[monkeyfrog]

Minority of Hi (BOV: OIBR4) call attention to CVM


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The Securities and Exchange Commission today received a query from minority shareholders of Hi (OIBR4) contends that the body manifests itself on some points they considered questionable in recent operation between the Brazilian company and Portugal Telecom.

This agreement involves injection of capital by the Portuguese in the Hi group and at the end, comes a new company. For the minority, the transaction has the main purpose to end the debt controllers Hi, without the company listed on the stock exchange, has any benefit directly with some steps of the transaction.

The operation can be divided into three parts: the Portugal Telecom will be left with U.S. $ 4.5 billion in debentures issued by AG and LF, which will be convertible into shares of such vehicles and exchangeable for preferred roles of Oi

In a second step, there will be an increase in capital Hi, partly in cash, partly in assets that will be contributed by Portugal Telecom.

Finally, the third phase a new company, which will incorporate the actions of Hi and Portugal Telecom, after a series of corporate simplifications will be created.

At the end of the three cases, according to the agreement announced by the companies, Portugal Telecom will have a stake of at least 36.7% and at most 39.6% of the new company. If the slice stay out of this range, the operation is canceled.

The union operation between the companies will bring estimated at U.S. $ 5.5 billion synergy. The questioning is consistent, according to the minority, because the driver could not use shares of a public company controlled as an instrument of self-financing, which could be classified, say, as an abuse of power control.

[lalalaland]

NEWS
http://br.advfn.com/noticias/ADVNEWS/2013/artigo/60251052

news

use google translator or chrome :D

[thunderjh]

Oi SA Research Report

On October 2, 2013, Oi SA (Oi), along with Portugal Telecom SGPS, S.A., announced the execution of a Memorandum of Understanding (MoU) for the merger of the activities of both the Companies. The Company informed that Oi, Portugal Telecom SGPS S.A., AG Telecom Participações S.A., LF Tel SA, PASA Participações S.A., EDSP75 Participações S.A., Bratel Brasil S.A., and also certain shareholders of Portugal Telecom, in particular, Avistar, SGPS, S.A. and Nivalis Holding B.V have entered into a MoU which establishes the basis and principles that will govern the negotiations of a potential transaction involving Portugal Telecom, Oi and some of their controlling shareholders to form a combined entity, which will unite the shareholders of Oi, Portugal Telecom and Telemar Participações S.A. ("TelPart") and combine the activities and businesses developed by Oi in Brazil and Portugal Telecom in Portugal and Africa. The Full Research Report on Oi SA - including full detailed breakdown, analyst ratings and price targets - is available to download free of charge at: [http://www.analystscorner.com/r/full_research_report/744d_OIBR]

[J-fire]

yep, ppl are crazy for the high dividend. Seems now it is a value investment.

[monkeyfrog]

They are going to pay a dividend again. Crazy stock. Could be a huge winner or ....

[thunderjh]

5 Stocks Under $10 in Breakout Territory

BY Roberto Pedone | 09/18/13 - 07:34 AM EDT Stock quotes in this article: GCA, MCP, KNDI, GFA, OIBR Tweet Comment Link
Find out if (GCA) is in Cramer's Portfolio.Oi

Oi (OIBR) provides telecommunication services in Brazil. This stock closed up 1.6% to $1.87 in Tuesday's trading session.

Tuesday's Range: $1.83-$1.89

52-Week Range: $1.42-$4.51

Tuesday's Volume: 2.61 million

Three-Month Average Volume: 4.32 million
>>5 Stocks Ready for Breakouts
From a technical perspective, OIBR rose modestly higher here right above its 50-day moving average of $1.72 with lighter-than-average volume. This stock has been uptrending strong for the last few weeks, with shares moving higher from its low of $1.42 to its intraday high of $1.89. During that move, shares of OIBR have been consistently making higher lows and higher highs, which is bullish technical price action. That move is quickly pushing shares of OIBR within range of triggering a near-term breakout trade. That trade will hit if OIBR manages to take out some near-term overhead resistance levels at $1.89 to $2.04 with high volume.
Traders should now look for long-biased trades in OIBR as long as it's trending above its 50-day at $1.72 or above more support at $1.60 and then once it sustains a move or close above those breakout levels with volume that's near or above 4.32 million shares. If that breakout hits soon, then OIBR will set up to re-test or possibly take out its next major overhead resistance levels at $2.25 to $2.29. Any high-volume move above those levels will then give OIBR a chance to tag $2.50 to $2.75.

[J-fire]

Probably I should load more? I am not sure how high it will go...this is the problem.
Good luck to us!

[thunderjh]

Alright, just loaded more. This is it for me, I will not load anymore. But at least I have lowered my average, hoping to see at least $1.90 next week.

[J-fire]

Yep, this is an angry bird. I lost plenty of money on it. Every time I thought it was time, every time I was shocked. Tomorrow might be the day?!

[Drachious]

I have my eyes on this one it could be in for a nice surprise

[thunderjh]

This thing is killing me! Everytime it looks like to it going to take off, it crashes. I loaded more on the last trip up, and it is back to the $1.48 area.

[thunderjh]

Another good day. Hope this just keeps on going, which it should based on new management.

[thunderjh]

Oi SA, which has struggled recently, is doing far better. The reason: Moody’s released a note touting the company’s asset sales, which have reduced the company’s debt and provided it with a big chunk of cash. Bloomberg has the details on the sales, which occurred on Jul 16:
The sale of undersea cables and towers announced yesterday shores up funding for a company that has pledged to pay out 2 billion reais ($900 million) to shareholders this year, invest 6 billion reais in infrastructure and reduce its 27.5 billion reais in debt, the most among local peers.

http://blogs.barrons.com/emergingmarketsdaily/2013/07/18/oi-sa-jumps-5-as-moodys-sees-positives-in-asset-sales/?mod=barrons_msnhttp://online.barrons.com/article/BL-231B-2569.html?

[thunderjh]

Wow, what a close! Volume took off and the pps jump .10 in the final 10 min. I wonder what that was all about?

[thunderjh]

Good day today, hopefully we see this continue. I think with the new management and the partnership with the company in Portugal, good things are coming.

[thunderjh]

http://beta.fool.com/damianillia/2013/07/12/the-message-is-not-important-yields-are/39586/?source=TheMotleyFool

Communications Int’l Stock #3

The second largest communications provider in Latin America, Oi, provides phone services (landline and wireless, Internet, and other digital solutions). Most recently, the company received its new CEO Zeinal Brava, who comes from Telecom Portugal, giving way to merger rumors. If the merge occurs, the domestic business will turn global in the back of Telecom.

In the short-term, Oi will settle in new management. Mr. Brava has to start addressing current stagnated indicators. For the long-term, the company has to reinvigorate the business model. Higher competition and a model close to exhaustion are putting pressure on management to continue growth through a new strategy.

Looking at finances, Oi is almost spotless if not for debt. Over the past decade revenue, net income, and cash flow have been on the rise. A rising operating margin has accompanied this growth, and today stands at 18.3%, 7 points above the industry average. Debt, however, has become a rock-in-the-shoe and management is expected to cut dividends in return.

Oi trades at 1.7 times its earnings, a 90% discount to the industry average, while its yield stands at 16.67%; the stock is a fair offer. I recommend holding until the merge occurs or the company diversifies operations.

One message

Although I recommended CenturyLink, Vimpel is my preference. Vimpel offers a higher yield and is present in less penetrated markets, and losing an asset may only mean a new important acquisition. On the other hand, Oi will only see better revenues after diversifying into other communications related services.

[J-fire]

Now it is the time. Good news came out the price will soar!
I also got in too early:(.

[thunderjh]

Wait for a confirmed bottom. I got in a little too early. I do think it will rebound, but the market is really down right now.

[ralfito]

Whats up with OI, and what is a good price to enter?

[thunderjh]

Oi Surges 18% on New CEO

By Ben Levisohn

When a stock has lost nearly half its value, there are few better ways to shake things up than by naming a new CEO. And that’s exactly what Brazilian telecom company Oi SA (OIBR) has done.

Portugal Telecom CEO Zeinal Bava will exit that position to turn around beaten down Oi, which has dropped 47% this year. It fired its CEO Francisco Valim earlier this year, according to Dow Jones Newswires.

Shares of Oi have jumped 20% to $2.26 today, but remain down 44% this year. The iShares MSCI Brazil Capped Index ETF (EWZ) has fallen 0.2% to $51.38.

[thunderjh]

Thats what I'm looking for.

[PatiencePaysOff79]

This looks interesting for a swing. Watching for confirmed bottom. OIBR.

[thunderjh]

Brazil's Largest Telecom Operator, Oi, Taps Aptilo for Service Provider Wi-Fi
PR Newswire

CTIA 2013, LAS VEGAS, May 22, 2013

CTIA 2013, LAS VEGAS, May 22, 2013 /PRNewswire/ --

Brazilian telecommunications provider Oi SA (NYSE: OIBR) has deployed the Aptilo Service Management Platform™ (SMP), the award-winning service provider Wi-Fi solution from Aptilo Networks. Aptilo SMP provides a carrier-class Wi-Fi service with mobile data offloading for Oi's fixed broadband and mobile customers. Oi is the second-largest telecom operator in Latin America and the largest in Brazil.

(Logo: http://photos.prnewswire.com/prnh/20120910/559670 )


(Logo: http://photos.prnewswire.com/prnh/20130522/614235 )


Homes and small-to-medium businesses share Oi's vast copper xDSL network and have Wi-Fi-capable routers. Oi is using the excess capacity in those residential and business locations by adding an additional SSID for their public Wi-Fi service. In this way Oi creates a huge Wi-Fi footprint and can automatically - through the SIM authentication in the Aptilo Service Management Platform - offload mobile data traffic to their xDSL pipeline from anywhere in the country.

The Aptilo service provider Wi-Fi solution, which delivers Wi-Fi services to outdoor and indoor locations through multiple Access Point (AP) vendors, consolidates the functionality in Oi's two existing Wi-Fi service management systems. Aptilo's solution will also be able to support Oi's future requirements and a rapid Wi-Fi expansion.

"Aptilo Service Management Platform supports all the business models that were being used under the two existing systems we had, and positions us well for future requirements," said Abel Camargo, Business Development Director, Oi. "What made our choice easy when consolidating all our Wi-Fi services into one platform was Aptilo's ability to fit into our existing back-end architecture and their support for multiple Wi-Fi AP vendors."

Aptilo's wireless service management platform was easily integrated into Oi's mobile and fixed broadband core, with SIM authentication and policy lookups conducted using SOAP/XML. Options for EAP/SIM authentication, MAC address and WISPr authentication all for the same user are enabled; the network intelligently selects the best authentication method available.

Aptilo's service provider Wi-Fi platform is radio vendor-agnostic, supporting all major Wi-Fi vendors and a multitude of features for business-to-consumer (B2C) and business-to-business (B2B) services. It utilizes multiple Wi-Fi gateways including the Aptilo Access Controller, third-party gateways and built-in gateways present in home/SMB routers. This enables Oi to select the most cost-effective and best Wi-Fi access point vendor for any given time and situation. External portal integration is done via SOAP.

"We are proud to have been chosen as the strategic platform for Oi's aggressive Wi-Fi services expansion," said Paul Mikkelsen, COO, Aptilo Networks. "Fueling Aptilo's success in the service provider Wi-Fi market is our support for all kinds of B2C and B2B business models and our flexibility to serve as the glue between any existing back-end systems and any Wi-Fi radio vendors."

For more information about Aptilo's service provider Wi-Fi solution please visit:

http://www.aptilo.com/carrier-class-wi-fi/service-provider-wifi-hotspot20

About Oi

Oi is the leading provider of telecommunication services in Brazil and, after the acquisition of Brasil Telecom in early 2009, became the country's largest telecommunication company in revenues and South America's largest fixed telephony company in total number of lines in service. For more information please visit http://www.oi.com.br

About Aptilo Networks

Aptilo Networks is a leading provider of systems to manage mobile data services for Wi-Fi, WiMAX and 3G/LTE networks, including mobile data offloading. Aptilo's carrier-class solutions boast pre-integrated authentication, policy control and charging functions to maximize functionality and fast-track deployments while minimizing impact on existing systems. Aptilo's solutions are currently in operation in more than 60 countries. For more information, please visit http://www.aptilo.com

For further information please contact:



Hillary Call, Public Relations Manager
Aptilo Networks AB
c/o Call Communications
P: [phone]
[e-mail]





SOURCE Aptilo Networks



Read more: http://www.digitaljournal.com/pr/1263208#ixzz2U3hzcUgo

[thunderjh]

Brazil Mobile Subscribers Increased Slightly in April
Published May 21, 2013
Dow Jones Newswires

Brazil's mobile-phone subscriptions in April rose at a slower pace from the prior month, while market leaders gained ground in the period, telecommunications regulator Anatel said late Monday.

Total mobile-phone users in Brazil increased to 264.55 million, up 0.19% from March, Anatel said. A total of 500,000 new subscribers were signed, down from 1.01 million in the previous month. In March, subscribers increased 0.38% from February.

After months of losing market share to its rivals, Vivo, which is controlled by Spain's Telefonica SA (TEF, TEF.MC), gained ground in the period. Vivo's market share ended April at 28.83%, up from 28.78% in the previous month.

TIM Participacoes SA (TSU, TIMP3.BR), which is the second-largest company in terms of clients, saw its market share increase to 27.01% from 26.98%. TIM is the local unit of Telecom Italia SpA (TI, TIT.MI).

On the other hand, Claro, the local unit of Mexico's America Movil SAB (AMX, AMX.MX), lost ground, ending April with a share of 24.98%, compared with 25.11% in March.

Local company Oi SA (OIBR, OIBR4.BR) remained fourth with 18.77%, up from 18.74%.

Write to Rogerio Jelmayer at [e-mail]



Read more: http://www.foxbusiness.com/technology/2013/05/21/brazil-mobile-subscribers-increased-slightly-in-april/#ixzz2U3heggxl