blue horse shoe alerts
brassfinancial Newsletter
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1. http://us2.campaign-archive2.com/u=4e9487a5ca2f7f07a13d9fc2d&id=e5bde92cad&ec1d440fb blue horse shoe alertsInvestors and traders ask them self this every day where to go for great stock plays , and you dont have too go any where but [2]www.bluehorseshoealerts.com since we started this news letter we been up 195.38% in 3 weeks!!, we alerted pgie august 25th had vol of 18,756,300 open 0.0023 low 0.0020 close 0.0021. then next day you guys jump all over are alert !! august 26th vol 202,232,104 open 0.0024 high of 0.0035 low 0.0021 closed 0.0024 . then company started selling off shares and bad news that came off force alarge pgie sell off and its starting too bounce but I will alert it when I feel selling is done, !!. right now wtwo is in high alert big news coming and look at that strong vol and close today more then 10% of the float today was buying !! big things coming on wtwo tomrrow we break out I feel and get back too friday highs and if we force those shorts too cover watch out !! I think market makers walk the price down they had to cover and they wanted it too stay at acheep level so I hope some of you guys pick up those 0.0008s . join [3]www.bluehorseshoealerts.com for winners thats my goal for this news letter , Links:
2. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=7e00dc9e7d&ec1d440fb 3. http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=ef2e545030&ec1d440fbTowerstream Corporation Towerstream Corporation TWER Momentum http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=5c709f8bd9&ec1d440fb http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id8f093015&ec1d440fb towerstream the stander in 4G for business Just found this company on a scan I feel this we have a winner on are hands they are changing the face of the game and bussiness, check out this video, http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id9687c603&ec1d440fb.
Curent price is 2.73 apull back from 2.95 low of 2.63 and pop back up at 2.73 to close strong of the days lows with 326,977 in vol is very light for this type of company, i think we will see a nice up swing very soon.
I`m long twer. I see this as a buyoutplay!! or amerger. I feel 2.65 will be the bottom and we will see strong buying vol!! add this to your watch list and start to put this on your high alert list when you see how this trends in the next 3 to 4 trading days .
_What we do_ Tower stream delivers [4]reliable, high-speed Internet access seamlessly and securely at a lower cost than traditional providers Links:
4. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=b1b52c6157&ec1d440fb Tower stream owns its entire network and does not rely on the phone company to deliver a [5]fast install to businesses in 12 major metropolitan markets.
Links:
5. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=ef530c782f&ec1d440fb Bandwidth options range from T1 (1.5Mbps) to 1.5Gbps, and support VoIP, [6]cloud computing, bandwidth on demand, wireless redundancy, VPNs, disaster recovery, and video services.
Links:
6. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=be28336088&ec1d440fb _Using 4G technology, Towerstream delivers a wide variety of features including:_ * [7]Speed and [8]Scalability[9]: With bandwidth options ranging anywhere between T1 and 1.5Gbps Towerstream can create the customized broadband solution to meet your business`s needs.
Links:
7. http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=e4fbd73b5c&ec1d440fb 8. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=b171202aea&ec1d440fb 9. http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=5e20de6beb&ec1d440fb [10]Clearwire Corporation Links:
10. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id93fef036&ec1d440fb [11]CLWR high alert Links:
11. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=8a0451f726&ec1d440fb http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id2c23dcce&ec1d440fb We partner with top names in technology and telecommunications logo-sprint.gif logo-comcast.giflogo-bright-house-network.gif l ogo-time-warner-cable.gif Clearwire is the pioneer in 4G and builder of the first 4G Network in the country.
The Clearwire 4G mobile broadband network now reaches 130 million people in the U.S. and covers over 70 of the top U.S. markets. Our network expansion represents one of the fastest in history, and our 4G network is highly scalable and backed by a wealth of spectrum.
Management stated on the Q2 call that it has enough cash for the next 12 months, and though I am projecting a later date, they expect the business to be EBITDA positive in the first quarter of 2012.
I believe the recent appointment of the former COO/CFO as the new CEO and the presence of John Stanton as Chairman has bolstered management’s credibility. Stanton personally bought $5 million worth of Clearwire shares on the open market this August, and his track record of insider buying at Voicestream and Western Wireless was exceptional.
Clearwire ended Q2 having 7.7 million total subscribers, up sharply from 1.64 million subscribers in the second quarter of last year. Of that total, 1.3 million are retail customers – folks that walked into a retail wireless store and walked out with a new dongle.
As in “laptop modem,” ladies. These retail customers accounted for 59% of the company’s revenue last quarter. The company intends to gradually de-emphasize the acquisition of retail clients in the future, however, and in late June outsourced the management of its network to Ericsson to focus on selling wholesale capacity service to other carriers – a significant opportunity discussed more in a bit.
The CFO is confident the company can continue to accrete cash to the business through the retail channel for the foreseeable future.
Clearwire had 6.4 million subscribers in its wholesale business in Q2 – all of which effectively came from majority-owner Sprint.
That wholesale subscriber base was 3.3 million at the end of last year.
So, while Clearwire has faced some challenges over the years, the ability to load users onto their network is no longer one of them.
Clearwire now expects to end 2011 with approximately 10 million subscribers, with most of the new subscribers coming from its wholesale business. This is the second increase in subscriber guidance the company has given this year, and I estimate the company will end up with just over 21 million subscribers by the end of 2015.
Recent projections estimate that global mobile data traffic will nearly double annually through 2015. Our deep spectrum position enables long-term success in the high tonnage, video-enabled 4G world.
Clearwire is one of the fastest growing companies in the wireless industry.
We serve over 4.4 million customers and expect our subscriber base to more than double in 2011.
The former interim CEO and now Chairman, John Stanton, bought $5 million worth of shares on the open market in August.
Prior insider buying by Stanton as CEO of both Voicestream and Western Wireless resulted in phenomenal, multi-bagger returns. Several near-term catalysts exist.
Now, the long version. Let’s start from the beginning.
_Intro_ Clearwire Corporation provides 4G mobile broadband services through a network that covers 135 million people in the U.S. The company’s network, and entirely IP-based and built on open standards, is monetizing an unparalleled spectrum asset which I believe constitutes an underappreciated competitive advantage.
Specifically, the company has over 45 billion MHz-POPs of wireless spectrum – deep, unencumbered, and averaging 160 MHz across the top 100 U.S. markets.
Clearwire to date has spent approximately $20 billion to acquire that spectrum and build out its network.
For some time the company has been touting the breadth of its spectrum as a competitive advantage, but only recently does it appear to have finally aligned its business model to capitalize.
After adjusting for the cost of spectrum leases, the company’s enterprise value is currently $6.5 billion, meaning a private market buyer could acquire the firm and all assets for 33% of what it cost to build them just a few years ago.
On a conservative EV/MHz-POP basis, then, the market is currently valuing Clearwire at $0.14 – meaningfully below two formerly bankrupt satellite companies with spectrum that, it should be noted, has historically not merited a premium valuation.
Clearwire is now on the cusp of a significant transition. Once funding for additional capex is secured – more on this in a bit – Clearwire plans to deploy an overlay of “LTE-Advanced” technology over its existing WiMax network.
In recent trials, the company has recorded download speeds of using the new technology greater than 100 Mbps – or 3x what Verizon has noted in tests of its own next generation LTE technology.
While this test speed is unlikely to hold up in wide scale commercialization, the point is that its spectrum enables Clearwire to do things that other operators cannot. Though the risk of technological change in this industry has historically been high, at this time, it appears technical barriers will be enough to insulate the company’s earnings power for at least the near- to medium-term.
So the pending network overlay will represent speed and capacity that potential competitors will be unable to match. Given looming spectrum constraints in the industry, Clearwire’s excess spectrum capacity should drive the further adoption of the company’s wholesale business model.
Management believes the migration from WiMax to LTE-Advanced will be relatively elegant, costing $600 million and consisting primarily of software and line card upgrades.
In Q2, Clearwire lost $0.65 per share on revenue of $323 million – and there is no denying the company has an intimidating history of losses to date.
Welcome to the world of start-up telcos.
Concerns about cash burn, technology adoption, dilution, and/or debt often come with the territory, and CLWR is no exception. To be clear, it is in no way my intent to excuse the P&L, but I do think it’s valid to acknowledge where the company is in the corporate lifecycle in order to avoid nausea.
Prior to its March 2007 IPO, Clearwire racked up $200 million in losses on just $76 million in revenue over the first 9 months of ’06. That the company was still able to raise $600 million in the primary market was clearly more a testament to the Street’s infatuation with Craig McCaw than an endorsement of the company’s financials. So I think it’s appropriate to conclude that Clearwire went public too early. That said, to presume the future will resemble the past misses the whole point of capital expenditures.
Over the next three quarters, the P&L should begin to confirm what subscriber counts are already indicating – that the company has reached a critical transition point.
Management stated on the Q2 call that it has enough cash for the next 12 months, and though I am projecting a later date, they expect the business to be EBITDA positive in the first quarter of 2012.
I believe the recent appointment of the former COO/CFO as the new CEO and the presence of John Stanton as Chairman has bolstered management’s credibility. Stanton personally bought $5 million worth of Clearwire shares on the open market this August, and his track record of insider buying at Voicestream and Western Wireless was exceptional.
Clearwire ended Q2 having 7.7 million total subscribers, up sharply from 1.64 million subscribers in the second quarter of last year. Of that total, 1.3 million are retail customers – folks that walked into a retail wireless store and walked out with a new dongle.
As in “laptop modem,” ladies. These retail customers accounted for 59% of the company’s revenue last quarter. The company intends to gradually de-emphasize the acquisition of retail clients in the future, however, and in late June outsourced the management of its network to Ericsson to focus on selling wholesale capacity service to other carriers – a significant opportunity discussed more in a bit.
The CFO is confident the company can continue to accrete cash to the business through the retail channel for the foreseeable future.
Clearwire had 6.4 million subscribers in its wholesale business in Q2 – all of which effectively came from majority-owner Sprint.
That wholesale subscriber base was 3.3 million at the end of last year.
So, while Clearwire has faced some challenges over the years, the ability to load users onto their network is no longer one of them.
Clearwire now expects to end 2011 with approximately 10 million subscribers, with most of the new subscribers coming from its wholesale business. This is the second increase in subscriber guidance the company has given this year, and I estimate the company will end up with just over 21 million subscribers by the end of 2015.
_Investment Thesis_ The emergence of an attractive wholesale business at Clearwire is being obscured by a solid but otherwise unremarkable retail business, as well as a number of other tactical issues that will soon be resolved.
Given the many variables involved, it is difficult to place high confidence in a traditional multi-year earnings model for the company, but the company’s spectrum asset nonetheless provides an appropriate margin of safety at recent share prices.
The potential for significant appreciation in shares appears high.
I believe concerns about the dilutive impact of near-term funding are overblown, as demonstrated later. And while the company’s relationship with Sprint has exhibited strain in the recent past, the companies remain important partners whose conduct will if nothing else be bounded by a policy of mutually assured destruction. Sprint may or may not choose to fund Clearwire’s near-term capex as part of its Network Vision initiative to be announced in early October.
_Sky Power Solutions Corp _ spow break out alert http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=ad13a31b0b&ec1d440fb http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=4cfc3f5891&ec1d440fb http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id2b01132b&ec1d440fb Power production has a new standard…Sky Power Solutions.
Sky Power Solutions exhibits power, safety, and environmental concern at a level above anything else.
• SPOW (Sky Power Solutions, Corp.) has jumped to the forefront in pioneering and producing Cathode Material for the use in Lithium Ion Rechargeable batteries. Li-ion Motors has successfully moved Sky Power Solutions’ nano and sub-micron materials from laboratory to industrial scale.
Sky Power Solutions’ chemical structure is a hexagonal in nature and can accommodate more Lithium and more energy. The elements and specialty transition metals have been selected specifically to make Sky Power Solutions’ cathode materials safe, environmentally friendly and less expensive.
These advancements have moved beyond the laboratory. Sky Power Solutions is bringing state-of- the-art power solutions to everyone. Tower stream delivers [16]reliable, high-speed Internet access seamlessly and securely at a lower cost than traditional providers Links:
16. http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=1ece3aa276&ec1d440fb Tower stream owns its entire network and does not rely on the phone company to deliver a [17]fast install to businesses in 12 major metropolitan markets.
Links:
17. http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id8fa670ca&ec1d440fb Bandwidth options range from T1 (1.5Mbps) to 1.5Gbps, and support VoIP, [18]cloud computing, bandwidth on demand, wireless redundancy, VPNs, disaster recovery, and video services.
Links:
18. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=ced6a59a8c&ec1d440fb _Using 4G technology, Towerstream delivers a wide variety of features including:_ * [19]Speed and [20]Scalability[21]: With bandwidth options ranging anywhere between T1 and 1.5Gbps Towerstream can create the customized broadband solution to meet your business`s needs.
Links:
19. http://bluehorseshoealerts.us2.list-manage1.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=6c0c1d00c7&ec1d440fb 20. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=debfd06bb7&ec1d440fb 21. http://bluehorseshoealerts.us2.list-manage.com/track/clicku=4e9487a5ca2f7f07a13d9fc2d&id=6c7f45c1de&ec1d440fb _Copyright © 2011 bluehorseshoealerts.com, All rights reserved._ You are receiving this email because you opted in at our website.
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