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Pivot Technology Solutions Inc. T.PTG

"Pivot Technology Solutions Inc offers IT solutions to businesses, government, education, and healthcare organizations. It operates through the following segments: ACS, ARC, ProSys, Sigma, TeraMach, Shared services. The company derives the maximum revenue from the ProSys segment which sells storage, server, and IT infrastructure consulting solutions to enterprises. Geographically, it derives majority revenue from the United States and also has a presence in other countries."


TSX:PTG - Post by User

Comment by CH4RTQU4NTon Nov 11, 2014 7:30pm
199 Views
Post# 23119014

RE:Third Q earnigs

RE:Third Q earnigsI agree with you speedoflight. This company will be going a lot higher over the next year. Pivot is almost finished paying off the contingent consideration/merger costs associated with ACS, ARC, ProSys, and Sigma acquisitions which has flatlined net earnings. Almost all of the cash flow they've generated this year has gone to paying these charges. $40 out of $49M has been paid.

Next year they will earn between $30-$40M in EBITDA, and once the final payment is off the books, PTG will be earning 0.02-0.03 EPS per quarter on their current margins. They have a lot of debt, maybe they redirect some of that cf towards paying it down, but I see the company's value rising substantially whatever they decide.

Q3 may or may not be flat depending on how they deal with the remaining charges, but we are getting very close to breaking the shackles.

speedoflight wrote:
As previously stated the 3 rd Q earnings are estimted to be flat . This forecast

is from one analyst . Considering 2 nd Q net incme was almost .01 cent / share

and with estimated sales of $348 million in the third Q  which is $44 million more tthan the

second Q.  I would be very comfortable forecasting   3rd Q earnings to be between  .02 and .04

cents per share excluding extraordinary items.

What do other investors think ?



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