Eurocontrol Technics Ord EUCTF

More I look at this thing the more I like what I see

[shawshank]

Revenue guidance...expectations for growth given...sure long time to sales cycle but long term contractual status with a recurring revenue stream (holy grail of any company small medium or large cap to earnings growth)- with $6million current with expectation and guidance given of possible $20million 2016 with 6million in EBIDTA which is equivalent to the companys current market cap status.

In a growth sector and in the same domain as the Carlyle Group with a superior product and fuel tracking technology.

Sleep at nite factor and low PIA factor...(Pain in the Azz)

CEO publicly stating he is buying stock and has been at .05 for quite some time as insider
trading will validate.

Fundementals speaking loudly here what's not to like?

Its revenue is equivalent to its entire market cap??

I think I will add to my position at these levels-seems to me a margin of safety
in valuations is already built in.

Give this one some time-not loose any sleep over holding it? and it does
its $20million for 2016 and there will be plenty of evidence in newflow
and Q reporting of/if that is on que?

And this could be a real good long term hold for the diligent and astute
investor.
 

SS

[rozelli]

The SP is a mystery.  Why the competition doesnt move in and scoop it up is befuddling.  All 3 tentacles are technicalogically  top of the food chain and practical. So she sits in my TFSA...

[trivela]

The $20 million revenue guidance was on the basis of the acquisition that was announced and then did not close. The way I see it, the only guidance out there is for 2015 to have the same revenue levels as in 2013, after the decline in 2014. The technology might be good, but it is hard to monetise.

[tsawboss]

That 20 million revenue number Bruce mentioned was after the offer for Austin AI lapsed.

[trivela]

It is obvious there was a time lag between the moment the interview was done and the moment it was published. Read the Wall Street interview again, which is the source for the $20 million guiidance. In the interview he mentions several times the Austin AI acquisition, but by the time it was published the deal had been killed. Quite unethical to keep the interview in the website

[tsawboss]

'the contracted fuel marking business for us will produce, at least on a pro forma basis, a top line somewhere around $20 million or beyond. At $20 million, we can produce roughly $6 million of EBITDA. Currently, Eurocontrol has a market capitalization of about $6 million.' Seems pretty straight forward...did you actually read it?...one other thing Ausitn AI is not in the fuel marking

[trivela]

I did read it, and frankly, I don't agree with you. Other than in the interview, was there any other occasion where Bruce gave that guidance?

[tsawboss]

Guidance was issued in the last earnings report, as always. I never said the $20 million was guidance, you did. The $20 million was a possible revenue number for 2016.

[shawshank]

[ Trivela...your out to lunch on the guidance partner..it $20million 2016 as guidance given and as others have commentated on. Try harder...much harder than what your doing-cuz the effort is rather short. SS quote=trivela] I did read it, and frankly, I don't agree with you. Other than in the interview, was there any other occasion where Bruce gave that guidance? [/quote]