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[Carter10]

XFN - Some DD to ponder

From the CEO in latest Q3 conference call (link below)

"To give you a sense of the pace of subscriber rates, half of our growth over the past year came in the third quarter alone...."

http://seekingalpha.com/article/307992-xfone-s-ceo-discusses-q3-2011-results-earnings-call-transcript?source=yahoo

Q4 appears as though it will show substantial growth. The low $19M market cap is crazy, especially if you take into account the growth that's now happening (purchased a couple companies, completed roll out to a couple new cities). They have $6M+ in cash. Also note that XFN receives grants and low interest long term gov loans for much of their work. The idea behind the company is great, as they roll out high speed internet and other services to smaller towns that haven't seen it before (there are a lot of them). Once XFN has the fiber laid down, it's simply recurring revenues each month as people add the service on its route. They are essentially a small Comcast, providing cable, internet, phone, etc...and working hard to expand their market share. Insiders own 66% of shares.

"Average revenue per user at September 30, 2011, for residential FTTP customers was approximately $95 per month, with business FTTP customers at approximately $392 per month."