Opinions Robert Floyd
Telesystems Inter'l. WirelessTIW.VSTRONG BUYOct 06, 2004
Likes their continuing acquisition of MobiFon shares. Cash flow and EBITDA is very strong. Growth on the subscriber side is continuing to grow for their wireless division.
Robert FloydOwned
$12.10
Stock price when the opinion was issued
Telecommunications
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WEAK BUY
A wireless provider in the Czech republic and eastern Europe. Their numbers reported higher than expected with a lot more subscribers than their analysts expected.The PE is 17 X against a forcast earnings growth of 133%, so it's kind of lumpy. Earnings forcast has gone up 9% in the last 90 days. Inexpensive.
Robert McWhirterOwned
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BUY
Likes it a lot and can't go a day without buying some more. Subscriber additions were spectacular. There are only 3 analysts covering it. Thinks it will get taken over. Good balance sheet.
Peter HodsonOwned
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TOP PICK
An interesting play at this stage given the takeout of Rogers Wireless, so it becomes the only pure play in the wireless division. Has a good opportunity from here.
Robert FloydOwned
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STRONG BUY
Is probably going to continue to do as well as it has done. This is a big play on Czech and Rumanian mobile phone integration. Both projects are gushing cash. Will probably end up as a takeover.
Gavin GrahamOwned
Telecommunications
TOP PICK
The only pure wireless play that's going to be in existence for the next little while. Have wireless operations in the Czech Republic and Rumania and subscriber levels of over 6 million. EBITDA is looking very strong at about $1.85 looking to about $2.25 next year. An aggessively growing company. Have to watch that the costs are in line with the subscribers.
Robert FloydOwned
Telecommunications
PAST TOP PICK
(A Top Pick Aug 3/04. Down 12%.) Still likes. Should go a lot higher. Numbers are very attractive.
Robert FloydOwned
Telecommunications
TOP PICK
Costs have to be managed quite closely but the EBITDA shows it is growing and is strong.
Robert FloydOwned
Telecommunications
TOP PICK
Czechoslovakia and Rumania is where they have wireless operations. Has been reporting some extremely strong numbers. Have been adding subscribers aggressively. You have to make sure the company is maintaining their cost levels.
Robert FloydOwned
Telecommunications
