Neratel

(21-11-2013, 04:02 PM)GPD Wrote:

(21-11-2013, 01:01 PM)WolfT Wrote:

(20-11-2013, 10:15 AM)mulyc Wrote: still good as a dividend play...

My guess for next yr dividend should be a around 5cts.
Anyone seen uncle kopi?

(recently vested again and still buying more slowly...)

5cts in addition to the interim 2cts or 5 cts in total??

5cts total. It should be sustainable, anything more is a bonues.
Owner will milk as much as possible.
Caveat emptor

I have a question. does visa wave terminal belong to neratel?

Too bad it is not Neratel that is winning such contract...
______________________________________________________________
Digicel and Ooredoo Sign Agreement to Develop
Telecommunications Towers in Myanmar

Singapore, 2 December 2013 – Digicel Group and YSH Finance Ltd (comprising Yoma Strategic Holdings Ltd (“Yoma Strategic”) and First Myanmar Investment Co., Ltd (“FMI”)) today announced that their reorganized consortium, Digicel Asian Holdings, has signed an agreement with Ooredoo Myanmar to develop, construct and lease telecommunications towers in the Republic of the Union of Myanmar as part of Ooredoo's commitment to deploy a world-class telecommunications network across the country.
______________________________________________________________

Since the telecoms in Myanmar are starting to award their tenders, I wonder will Neratel be getting any contracts or is ousted by competition.

I hope Ooredoo is diversifying its tender and not give Digicel all the contracts but award some to Neratel

Note that Ooredoo and Telenor are the two telecoms that got the lisence

I thought NeraTel is not involved in constructing comm towers. On the contrary, it seems like things are moving in Myanmar and since Ooredoo and Telenor are NeraTel's customers, will it not be reasonable to expect some order wins in the near future? Some NeraTel's recent developments seems to be in preparation towards some big projects coming their way.

Can buddies who are more familiar with NeraTel business enlighten us on this?

Myanmar Posts and Telecommunications (MPT) mobile phone network operator seems to be joining in the fray as an operator and will seek foreign entities to partner. Though details still seem sketchy.[/b]

Telenor in Myanmar...

"...The company has signed two memorandums of understanding with Ericsson and Huawei to supply the network equipment. There are no contracts in place yet — nor will there be until the licence is confirmed. Wipro has also been named as a supplier to the project. Neither the operator nor any of the expected vendors have given details of who will be doing what..."

http://www.globaltelecomsbusiness.com/Ar...ut-in.html

UPDATE 2-Telenor to spend less than expected on Myanmar network


*Peak funding cost $1 bln, less than expected
*Sees cash flow break even in 3 years
*says will launch voice, data services within 8 months

The company said it would pay $500 million for a 15-year licence in one of Asia's poorest countries and expects funding costs, or the fee plus accumulated losses until the cash flow break even, to peak at $1 billion - lower than the $1.5-$2 billion forecast by analysts.
http://in.reuters.com/article/2014/01/30...BN20140130

Since voice/data services will be launched within 8 months, can we expect Neratel to secure some contracts within the coming months?

Incorporation of a new subsidiary in Myanmar

Name of New Subsidiary : Nera Telecommunications (Myanmar) Co. Ltd
Paid-up share capital : USD25,000
Principal activities : Service, Maintenance and Leasing
Shareholding : 100%

FY2013 results to be released on 20 Feb.

Myanmar story begin?

Then again, if they only incorporate the subsidiary now, probably will not see the results in this quarter either.

(vested)

Slow and steady although I think there is a premium in its price now. Since there are no confirmation of big contracts coming their way up till now, if they report a lower revenue/profit or a 2cts div (which to me is now below expectation) this Thursday, I suspect Mr. Market will reduce that "premium".

(vested..... at the wrong price!)

(17-02-2014, 10:03 PM)GPD Wrote: Slow and steady although I think there is a premium in its price now. Since there are no confirmation of big contracts coming their way up till now, if they report a lower revenue/profit or a 2cts div (which to me is now below expectation) this Thursday, I suspect Mr. Market will reduce that "premium".

(vested..... at the wrong price!)

Neratel has a history of reporting their results strategically, release some news concurrently with average result to keep investors' expectation up.