ali's stock radar

[Alibaba100]

IWEB iceweb
http://finance.yahoo.com/q/h?s=IWEB.OB
IceWEB, Inc., together with its subsidiaries, provides network infrastructure solutions to federal, state, and local government entities worldwide. Its computer network security products and services include firewall, intrusion detection system, and security information management system implementation and management/monitoring; load balancing and high availability solutions; wide area network optimization; user authentication; remote access control; anti-virus/anti-spam; content filtering and URL filtering; and email security. The company's online products and services include IceMAIL that provides a network-hosted groupware, email, calendaring, and collaboration solution; IcePORTAL, which enables to share and manage announcements, tasks, events/calendars, document libraries, pictures, and discussion threads through a single Web-based portal; and IceSECURE, a stand-alone hosted email encryption service. IceWEB also offers LearningStream.com, an online business education portal that offers subscription-based online classes to consumers and corporate customers, such as managers, employees, and associations. In addition, it provides Software-as-a-Service applications, including Microsoft Exchange Server, Sharepoint, BlackBerry Enterprise Server, Good Messaging Server, SPAM and Virus protection, and advanced Email Encryption services to small and medium sized businesses. Further, the company offers systems integration, network consulting, and customized software application services. IceWEB sells its products and services through direct sales force, online marketing, and channel partners. The company was founded in 2000 and is based in Herndon, Virginia.
If you are reading this, then consider yourself incredibly lucky to find a real company at an artifically depressed price. Take advantage of this while you can. The stock is now turning around after a capitulation and shareholder turnover period.

It's absurd that IWEB is trading at a 7.5 mil market cap The company did 19 mil in rev's and has guided to 30 mil. And that is without INLINE. Add at least 4-8 mil on top of that I would think. That means we are trading at .36x rev's. Crazy Cheap! For any new investors looking at IWEB what you need to know is that the valuation of the stock is $3.00 or greater (AND WE ARE AT .48 CENTS!). Follow the model.

IWEB is an Otcc BB Stock. Stocks on this exchange are typically valued on revenue growth and/or a revenue multiple. I will use the more conservative of the two (the revenue multiplier).

Multipliers for manufacturing companies being purchased are about .08 to 1.2 times revs. Tech companies and service companies are being valued at 1.5 to 2x revenues.

Forward looking revenues are guided to 30 mil for 2008 and the company says they will be profitable by Sept 30 2008 as well. I will use 15.8 mil shares outstanding in this example.

Forward looking valuation at 1.5x revs = 1.5x36=54 mil/15.8mil out = $3.41 at 2x revs we are looking at 2.0x36=72mil/15.8 mil out = $4.55

These numbers are actually very conversative to me since there are some many otc bb companies being scarfed up by companies looking for a way to go public. Add the fact that IWEB is is a good space, then the premium goes up from here.

The bottom line is that IWEB is trading @ a an absurd discount. Accumulate it, hold it, and profit from it.

These are facts. Buy terrifically undervalued companies. They will always get to fair value. IWEB will be no different. Don't get stuck watching on the sidelines. Get involved.


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