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Vecima Networks Inc T.VCM

Alternate Symbol(s):  VNWTF

Vecima Networks Inc. provides evolution to the multi-gigabit and content-rich networks. The Company delivers software, services, and integrated platforms that power broadband and video streaming networks, monitor and manage transportation, and transform experiences in homes, businesses, and everywhere people connect. Its segments include Video and Broadband Solutions (VBS), Content Delivery and Storage (CDS), and Telematics. VBS segment includes platforms that process data from the cable network and deliver high-speed Internet connectivity to homes over cable and fiber, as well as adapt video services to formats suitable to be consumed on televisions in commercial properties. CDS segment includes solutions and software, under the MediaScale brand, for service providers and content owners. Telematics segment provides fleet managers with the key information and analytics they require to optimally manage their mobile and fixed assets under the Contigo and Nero Global Tracking brands.


TSX:VCM - Post by User

Bullboard Posts
Post by injailforgoodon Feb 12, 2015 1:52pm
204 Views
Post# 23422995

Growth, Cash, no debt & a P/E of 10

Growth, Cash, no debt & a P/E of 10I listened to the call. This is a great business with no debt, strong free cash flow and a real, true growth business supplying MSO's with digital conversion technology (their Terrace line is the market leader for this application), and cable operators must convert to digital. It sounds like they are awaiting the Comcast-AT&T Cable merger  - it's been a year tomorrow since that began - to complete, if it gets approval, but they will get the business merged or unmerged. Revenues and earnings will continue to be terrific with "lumpiness" - due to the large order/installation nature of their business - a great long-term hold with a very reasonable P/E of 10.
Bullboard Posts