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zut

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Alias Born 01/24/2011

zut

Re: brazillian80919 post# 14255

Thursday, 10/27/2011 11:22:31 AM

Thursday, October 27, 2011 11:22:31 AM

Post# of 17088
Agreed. It is pretty easy to read between the lines. Tariq and Dan mentioned 2 more systems that fall into their short term strategy along the Nevada I-80 area. They mentioned one was in Lovelock and I didn't understand the name of the other one. In the call they stated that they can increase profit by $40,000/month for each of these systems by doing the work in house as opposed to the current owner contracting out. That's a huge amount of cash to be stockpiling for future acquisitions.

Tariq did mention that once they reach 20,000 subs they would look out of state and into negotiating for a large system (50,000 to 100,000).

I'm not sure how people cannot be excited about the call yesterday. Dan and Tariq are going to be aggressive and build out the current systems, continue to gain subscribers internally, and look to acquire systems within range of their current systems along the Nevada I-80 area.

If you put this altogether it takes a system that they bought last year for $500/sub to an increased rate of $3,000/sub in the Nevada area. And also building their initial subscriber base of 5,400 subs to 15,000-20,000 within the next 6 to 12 months through internal growth and acquisitions.