NTG Clarity Networks Inc V.NCI

Awaiting the margin revision.

[Sherif]

At 24% or higher, the stock price will fly. I will then try to buy back, maybe at 1.52.

At 22% or less, people may get disappointed. I will then try to buy back at 1.20.

 

Good luck to all!

[Majeure]

... At 20% the stock is worth ~2.50-3.00. Maybe 3.00-4.00 if it's above 20%. I think you are way off on your margin / SP correlation and again don't think any prudent analysts are actually baking in anything long term above 20% margin. Hope your right.  

[Sherif]

Hello Majeure,    I actually agree with your your valuation, based on earnings.     However, I have to take into consideration other factors, mainly the high debt, the political risk and the fact that the costs are still running high.     The price movement is not favorable.  Salut, Sherif

[Majeure]

Move over margin guidance lol. This company is incredible. WHAT A CONTRACT.

[Sherif]

High As far as being incredible, they are;  Ashraf and the rest are formidable business people indeed.  I understand you. Sherif  

[Majeure]

Probably deserves a 3.00 SP regardless of margin expansion given contracts like this.