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CABL 1 worder "BUYOUT" stated by own Clive Ng....Remeber him: founding shareholder in Asian new media firms such as MTV Japan and E*TRADE Asia.
WIKI his PAGE HERE:
http://en.wikipedia.org/wiki/Clive_Ng
CABL *1 WORD CABL BOTTOMED. RISK to REWARD CABL ALL THE WAY. Sellers EXHAUSTED, MM's SHORTED.....Watch between 12:00pmPS - 1:00pmPST. BIDDERS come ALIVE have been doing it for days!!!!
CABL *Clive Ng FOUDNING SHAREHOLDER of MTV JAPAN VERIFIABLE LINKS!!!
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
CABL O/S Under 12 Million. Will move off AIR. MM's playing with it down here.
CABL *Slowing seeing VOLUME, MACD Turning UP, it will pickup once WORD starts to get out. Hard BOTTOMED.....44's are up. FAKE BID at .43/5 less than 200 SHARES!!!!
12:15 SHOULD START TO BEED UP THE BID!!!!
-----------------------------------------------------
CABL *DD post MUST Have a look at least:
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
-------------------------------
CABL *DD post MUST Have a look at least:
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
CABL *DD post MUST Have a look at least:
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
CABL *Hard bottomed on the CHART, Sellers exhausted and now if Clive give us a juicy update like I know he can this thing would be sitting pretty @ .70+
--------------------------------------------
ABOUT: 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.[1]
Currently, he is founder and Executive Chairman of China Cablecom Holdings.
http://en.wikipedia.org/wiki/Clive_Ng
Questions & Answers
Transcript Call Date 10/15/2010 - Operator: David Kratochvil, Euro Pacific Capital.
DIRECT LINK: http://www.morningstar.com/1/3/235454-china-cablecom-holdings-ltd-cablq2-2010-earnings-call-transcript.html
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.
CHART:
stockcharts.com/c-sc/sc? s=cabl&p=d&b=5&g=0&id= p26839389796
CABL Moving; Agreed BB, heads should start turning though. CHART hard bottomed, sellers exhausted and ANY PRESSURE A $K SIDE and this is .60+ in NO TIME!!!!!
CABL *Please stop by the board BB. This is only getting started LOTS of SOLID DD have been posted here: http://investorshub.advfn.com/boards/board.aspx?board_id=15419
Wish you all the best and Happy Trading your FB friend!
IBOX UPDATED....Still a work in progress but i know we are rolling with 12 Milllion and less O/S!!!!!
RPC *When the 50 Day Moving Average is crossing from below the 200, it is called “Golden Cross”.
When the 50 Day Moving Average is crossing from below the 200, it is called “Golden Cross”.
Anyone notice the cutie pututie chart in IBOX. 50 cross UP over 200 DAY
http://seekingalpha.com/instablog/510046-mark-seleznov/143739-system-trading-plan-the-death-cross-and-golden-cross-of-the-50-day-and-200-day-moving-average-current-50-200-day-moving-average-signals-for-march-4-2011
CABL*MUST READ Questions & Answers -Thanks for the CHART AUGUSTA!!!!
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
Hi LowMan & Board, My name is Tasha and was wondering if you can take a peak through this transcript( will not POST EQUITY NAME FOR Anonymous TAKE) or have any good back ground info on our CEO or this stock. It has been stuck in the PITS for quite sometime now and appears it has started turn. A lot of VALUABLE info here for shareholders. Why would a STOCK with such powerful people behind it, be so LOW? Past year came off an R/S to re-structure some DEBT and might i add did quite well. He has been boasting 50-55million in REVS and was wondering your take on it. Aother earnings call maybe March 09.
Also do you know the SHORT INTEREST. FAiluretodeliver had this thing over 160k Jan .31 who gets the info straight from SEC? I thought with the NEW SHORT RULE IN PLACE This equity would be the FIRST TO SEE A MAJOR CORRECTION!!!!
THOUGHTS??????
-------------------------
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
REMOVED CHART so leave POSTS ANONOMOUS!
Well they did recently announce they got the extension for MIN BID of 1.00 from NASDAQ. Earnings call for the 9th of MARCH!!!
Iam going to clean-up IBOX and some notes!!!!
Indictaors TURNING NORTH. Sellers EXHAUSTED!!!!
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.
Or review this TRANSCRIPT here.
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.
http://www.morningstar.com/1/3/235454-china-cablecom-holdings-ltd-cablq2-2010-earnings-call-transcript.html
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.
CABL *READ THIS TRANSCRIPT statements MADE from CEO CLIVE ( http://en.wikipedia.org/wiki/Clive_Ng )
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?
#CABL *Must SEE CHART. Bottomed, SHORT and BUYOUT talk straight from CEO. Check out these STATEMENTS from CEO(Clive Ng - http://en.wikipedia.org/wiki/Clive_Ng )
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?
http://www.morningstar.com/1/3/235454-china-cablecom-holdings-ltd-cablq2-2010-earnings-call-transcript.html
CHART:
CYIO *Bottomed, coming off a decent PR and also hearing a beefed up numbers 1 might be flowing down the wires here very SOON!!!!
Latest PR
CYIPRO's Process Library Will Support Government's FY12 Budget
Feb 15, 2011 9:00:00 AM
WASHINGTON, Feb. 15, 2011 /PRNewswire/ -- CYIOS Corporation (OTC Bulletin Board: CYIO) announces today a Launch Date of 2QTR 2011 and the "Process Library", which will help agencies do more with less. "The budget calls for reduction of staff supporting government agencies. CYIPRO can support agencies allowing them to capture, refine and reuse business processes and position the agency to do more with less," stated Timothy Carnahan the Company CEO.
"Once you establish the library of processes that your agency offers, you will be in a better position to refine these processes, merge with other processes and ultimately do more with less. This is especially important for supporting the government Telework initiative as you want your processes setup, and then able to be recited like a training manual with little to no intervention of additional staff," stated Mr. Carnahan.
"Our study has shown that when many organizations are Teleworking, they use VPN to access file servers and use BlackBerry/smart phones to get their email – this is basically called working remotely. Until you can fully manage your staff remotely, your organization won't benefit from Teleworking. In fact, it will become quite frustrating at times; you'll be craving an onsite meeting. CYIPRO gives you the PROVEN tools to MANAGE from anywhere; it gives you scalability of tasks, assignments and projects in so you don't end up with complete chaos. In about ten days, we will be releasing a new video that further explains the process library of CYIPRO and why your agency needs to get started now," stated Timothy Carnahan.
CHART
CYIO *Bottomed, coming off a decent PR and also hearing a beefed up numbers 1 might be flowing down the wires here very SOON!!!!
Latest PR
CYIPRO's Process Library Will Support Government's FY12 Budget
Feb 15, 2011 9:00:00 AM
WASHINGTON, Feb. 15, 2011 /PRNewswire/ -- CYIOS Corporation (OTC Bulletin Board: CYIO) announces today a Launch Date of 2QTR 2011 and the "Process Library", which will help agencies do more with less. "The budget calls for reduction of staff supporting government agencies. CYIPRO can support agencies allowing them to capture, refine and reuse business processes and position the agency to do more with less," stated Timothy Carnahan the Company CEO.
"Once you establish the library of processes that your agency offers, you will be in a better position to refine these processes, merge with other processes and ultimately do more with less. This is especially important for supporting the government Telework initiative as you want your processes setup, and then able to be recited like a training manual with little to no intervention of additional staff," stated Mr. Carnahan.
"Our study has shown that when many organizations are Teleworking, they use VPN to access file servers and use BlackBerry/smart phones to get their email – this is basically called working remotely. Until you can fully manage your staff remotely, your organization won't benefit from Teleworking. In fact, it will become quite frustrating at times; you'll be craving an onsite meeting. CYIPRO gives you the PROVEN tools to MANAGE from anywhere; it gives you scalability of tasks, assignments and projects in so you don't end up with complete chaos. In about ten days, we will be releasing a new video that further explains the process library of CYIPRO and why your agency needs to get started now," stated Timothy Carnahan.
CHART
CYIO *Bottomed, coming off a decent PR and also hearing a beefed up numbers 1 might be flowing down the wires here very SOON!!!!
Latest PR
CYIPRO's Process Library Will Support Government's FY12 Budget
Feb 15, 2011 9:00:00 AM
WASHINGTON, Feb. 15, 2011 /PRNewswire/ -- CYIOS Corporation (OTC Bulletin Board: CYIO) announces today a Launch Date of 2QTR 2011 and the "Process Library", which will help agencies do more with less. "The budget calls for reduction of staff supporting government agencies. CYIPRO can support agencies allowing them to capture, refine and reuse business processes and position the agency to do more with less," stated Timothy Carnahan the Company CEO.
"Once you establish the library of processes that your agency offers, you will be in a better position to refine these processes, merge with other processes and ultimately do more with less. This is especially important for supporting the government Telework initiative as you want your processes setup, and then able to be recited like a training manual with little to no intervention of additional staff," stated Mr. Carnahan.
"Our study has shown that when many organizations are Teleworking, they use VPN to access file servers and use BlackBerry/smart phones to get their email – this is basically called working remotely. Until you can fully manage your staff remotely, your organization won't benefit from Teleworking. In fact, it will become quite frustrating at times; you'll be craving an onsite meeting. CYIPRO gives you the PROVEN tools to MANAGE from anywhere; it gives you scalability of tasks, assignments and projects in so you don't end up with complete chaos. In about ten days, we will be releasing a new video that further explains the process library of CYIPRO and why your agency needs to get started now," stated Timothy Carnahan.
CHART
You catch that last Press Release from the 15 of Feb. Iam also now hearing we should be getting a numbers PR and hopefully enlighten us on all the HARD work that has been going on behind the scenes and why its been soo quiet this past year!!!!
Hearing things are about to start getting interesting again around here. L2 ASK line-up conseriably THIN to .06.
CYIO CYIPRO's Process Library Will Support Government's FY12 Budget
Feb 15, 2011 9:00:00 AM
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WASHINGTON, Feb. 15, 2011 /PRNewswire/ -- CYIOS Corporation (OTC Bulletin Board: CYIO) announces today a Launch Date of 2QTR 2011 and the "Process Library", which will help agencies do more with less. "The budget calls for reduction of staff supporting government agencies. CYIPRO can support agencies allowing them to capture, refine and reuse business processes and position the agency to do more with less," stated Timothy Carnahan the Company CEO
No one is LOOKING right now....L2 THIN to .06!!!
CYIO WASHINGTON, Feb. 15, 2011 /PRNewswire/ -- CYIOS Corporation (OTC Bulletin Board:CYIO.ob - News) announces today a Launch Date of 2QTR 2011 and the "Process Library", which will help agencies do more with less. "The budget calls for reduction of staff supporting government agencies. CYIPRO can support agencies allowing them to capture, refine and reuse business processes and position the agency to do more with less," stated Timothy Carnahan the Company CEO.
http://finance.yahoo.com/news/CYIPROs-Process-Library-Will-prnews-3307618123.html?x=0
CYIO Here is one coming off a HUGE PR and no body is looking this way. Hearing the company could be releasing an actual numbers PR very soon.