Nachtlektüre

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Nachtlektüre Steirer

Nachtlektüre

 
#1
COMPANY OVERVIEW
Geotele.com was formed as a corporation in 1981 and entered the telecom business in 1995. Geotele.com is an emerging multinational carrier focused primarily on providing integrated and competitively priced long distance telecommunications service and Internet telephony services. Geotele.com operates a telecommunications network of switches and leased lines with interconnections to other domestic and foreign carriers. Geotele.com offers a broad range of discounted international, national value-added wholesale, and enhanced telecommunications services to small and medium-sized businesses, as well as to wholesale customers. Geotele.com's target market includes carriers and businesses with sales or operations in the Caribbean, South and Central America, Asia, Africa (referred to collectively herein as the "Emerging Markets") and the rapidly growing ethnic population in the United States.

In response to industry deregulation, increasing traffic volume, and its base of international customers, Geotele.com is continuing to build and expand its base of international telecommunications infrastructure of switches but plans to replace its lease lines with VoIP. The company operates a growing facilities-based telecommunications network consisting of state of the art central office switches in Miami and New York as well as points of presence (POPs) in Atlanta and London. Geotele.com also has dedicated leased capacity between the United States and London, UK, and interconnections with Interexchange carriers (IXCs), local exchange carriers (LECs) and government-owned postal, telegraph and telephone monopolies (PTTs) around the world. Geotele.com plans to upgrade and convert its entire global telecommunications infrastructure to Voice over IP (VoIP) in order to reduce its operating costs and to broaden its potential customer base.
Therefore, Geotele.com will be carrying its voice traffic exclusively over the internet and using its state of the art interactive web site (www.geotele.com) to become the largest clearinghouse of VoIP minutes and bandwidth for telecommunications companies, and its web site (www.geotele.net) to become a major supplier of Internet services. With seasoned executives leading the way, state-of-the-art equipment providing the vehicle, and the fastest growing telecommunications markets in the world, Geotele.com is poised to become a major player in the trillion dollar global communications market.
Geotele.com's vision is to further expand over the next twelve months its Internet based Virtual Private Network (VPN) telecommunication system beyond North America and Europe to the emerging third world markets.
Consequently, Geotele.com is an international telecommunication network provider dedicated to offering high quality international long distance service to and from any country in the world. Since the Company's inception, Geotele.com has been dedicated to providing its customers with:

· A full array of telecommunications products and services,
· Unparalleled management expertise, and
· Innovative design and engineering

Geotele.com is strategically located to handle a large volume of international traffic throughout the world with its state-of-the-art switching facilities. These facilities permit instant customer access to the Geotele.com Virtual Network (GVN) 24 hours a day, 7 days a week in reaching any other telephone or data terminal anywhere around the world.
The rapidly changing international telecommunications market has created a significant opportunity for Geotele.com, which can offer high quality, low cost Internet based long distance service. To be successful, international long distance companies must aggregate enough traffic to maximize the use of both multiple routing options, invest in facilities, IP gateways and switches, and remain flexible enough to locate and route traffic through the most advantageous routes. The technological advances of the last year have made the Internet the most cost-effective method of transporting voice traffic, using the vastly improved IP gateways that are now available.

COMPANY UNIQUENESS
Geotele.com has accomplished these critical success factors and is ready to continue the expansion of the Geotele.com Virtual Network (GVN) throughout the world. Unlike most VoIP start-ups, Geotele.com has a proven track record as a facilities based wholesale carrier and the experience needed to establish telecommunications ventures and network deployment in foreign countries.
Geotele.com's capabilities are not solely in the formation of virtual private networks, but in the Company's ability to secure through proper joint venture partners additional added value licenses. Geotele.com is currently negotiating joint venture arrangements e.g. in the UK, France, Mexico, China, Ecuador, Colombia, Costa Rica, Guatemala, Panama, Vietnam, Cambodia, Peru, Chile, Argentina, El Salvador, Venezuela and Germany which will allow the Company to operate inter-country long distance telephone calls. Geotele.com's vision is to be a "one-stop" worldwide VoIP telecommunication service provider using their highly acclaimed interactive web site as a main marketing tool and the deployment of IP gateways to expand the network and terminate voice traffic.
Over the last year, the cost savings of carrying voice traffic over the Internet have opened up tremendous opportunities for telecom companies that have the infrastructure and know-how to enter the business rapidly. Therefore, Geotele.com has been on the cutting edge of developing new telecommunication products such as international callback service, internet telephony, prepaid calling cards, and prepaid cellular to ethnic markets. So why is Geotele.com poised to succeed over most other company's attempting to build VoIP networks?
· www.GEOTELE.com and www.geotele.net/ are the most innovative, state of the art virtual trading Web sites for Telecom capacity worldwide.
· Since 1995, as a wholesale carrier, Geotele.com has been involved in carrying a large amount of traffic to international destinations.
· Through years of experience Geotele.com has developed the necessary knowledge needed to satisfy both customer and vendor needs.
· As early as September 1999 Geotele.com will initiate VoiP Services for various countries and thus will achieve significant revenues in the current year. Numerous contracts for the above mentioned countries have already been concluded. Stockreporter expects the first influx of earnings from these operations to occur in October of 1999 at the latest, ensuring a sufficient cash flow to finance, internally Geotele.com growth in the year 2000.

BUSINESS AND MARKETING STRATEGY
Geotele.com's objective is to become a leading provider of VoIP telecommunications services and bandwidth. The Company's business strategy includes the following seven key elements:
1. Maximize Operating Efficiencies: Geotele.com is successfully reducing its cost of providing telecommunications services by upgrading and converting its network to VoIp, deploying additional switching facilities, adding leased and owned fiber-optic capacity and entering into additional markets, like leasing bandwidth both to ISP and telecom companies. Geotele.com believes that through least cost routing, its central office Siemens switches, IP network, IP gateways, and its other facilities, Geotele.com will be able to further reduce the overall cost of its services.
2. Expand Global Sales: Geotele.com believes that establishing the first fully interactive virtual trading floor web site for Telecom capacity such as minutes and bandwidth will provide it with a strong competitive cost saving advantage. www.telcomlcr.com/ will allow companies as well as ISP's to buy telecom capacity such as international termination minutes, VoIP minutes and bandwidth. Geotele.com will act both as principal and broker in facilitating these transactions. The ever-tightening market for bandwidth will create many opportunities for profits. Geotele.com intends to buy "IRU's" (Indefinite Rights of Use) and lease them to telecom companies worldwide. Geotele.com's interactive web site not only should help achieve great savings in the marketing of international termination minutes compared to standard marketing techniques, but will also allow it to reach telephone companies and PTT's worldwide more efficiently.
3. Virtual Trading Floor: www.telcomlcr.com/ has a virtual trading feature whereby carriers, CLEC's, ILECs, will be able to connect to any of its facilities or POPs and, with a click of a mouse, route calls to any of the carriers offering telecom capacity. The functionality of those transactions coupled with trading anonymity, guaranteed payment and instant delivery assure to attract carriers worldwide. This virtual marketplace and delivery mechanism will greatly reduce cost for all involved. Everyone will experience tremendous savings, since carriers can connect to one central market place instead of 40 or 50 separate vendors.
4. Target Business Customers: Geotele.com believes that it can serve small and medium-sized business, by providing low cost Internet based telecom services either through its 10-10-936 access or on a 1+ basis. Through the deployment of the VoIP network, the company will be able to address Telecommunication needs of a wider base of business customers.
5. Pursue Acquisitions, Joint Ventures and Strategic Alliances: Geotele.com seeks to acquire controlling interests in companies that have established marketing organizations, existing customer bases, complementary network facilities, new services or technologies and experienced management teams. In addition, the Company intends to make selective acquisition of its Country Partner's operations, in order to lower its selling, general and administrative expense and increase control over these distribution channels. Geotele.com also expects to acquire the operations of other agents and marketing groups. Geotele.com also has entered into joint ventures and strategic alliances with selected business partners to enable it to enter additional markets and to complement the Company's current operations and service offerings. Geotele.com is continuously reviewing opportunities and believes that such acquisitions, joint ventures and strategic alliances are an important means of expanding its network and increasing network traffic volume, both of which are expected to lower its overall cost of telecommunications services.
6. Company's Partnering Opportunities: In its quest for expansion and future growth Geotele.com has operated joint venture and/or strategic alliances with international business partners.
7. Broaden Market Penetration through Enhanced Service Offerings: Geotele.com believes that offering a broad array of enhanced services is essential to retaining existing customers and to attracting new customers. Geotele.com plans to offer a comprehensive solution to its customers' telecommunications needs by providing enhanced services. Geotele.com believes that its provision of such enhanced services will enable it to increase its revenue from existing customers and to attract a broader base of customers.
Geotele.com believes that the planned expansion of its international telecommunications network and the integration of its networks through combined voice data services will: allow the Company to realize certain efficiencies; position itself among those global telecommunications companies offering full services and employing leading edge technologies; provide competitively priced international services.

EVALUATION AND OUTLOOK
experience indicates that Geotele.com will net at least $0.06 per minute for traffic routed over the Company owned VoIP network. That translates into a 15% margin business, which we think is a conservative estimate for Geotele.com.
Guy Cohen, Chairman and Chief Executive Officer (CEO) of Geotele.com states that all negotiated contracts "will be fully hooked up for VoIP worldwide in the 2nd quarter of the year 2000 at the latest". These should produce monthly revenues of $10-12 million. Because of the meteoric business growth in 1999, about three-quarters of these commitments will generate revenue flows this year and amount to about $24 million in income for the 4th quarter.
Using our conservative profile of 15% profitability, Stockreporter estimates 1999 Geotele.com earnings at $3.6 million, or $0.78 per share. Applying a reasonable 30xEPS multiple for this type of business prompts us to value the stock at $23.00 for 1999. Moving into next year, even if we discount forecasted income by 25%,  estimates year 2000 revenues at $108 million. Our conservative valuation model then takes the share price to $106.00 by year-end 2000. We have used a 20% per year revenue growth assumption for the next two years. This is an extremely modest view given everyone's prediction of the explosive growth potential of this business sector:

Gross Revenue Estimates:
Year 1999: $24,000,000
Year 2000: $108,000,000
Year 2001: $130,000,000
Year 2002: $160,000,000
Net Earnings Estimates (15%):
Year 1999: $3,600,000
Year 2000: $16,200,000
Year 2001: $19,500,000
Year 2002: $24,000,000
Earnings per Share Estimates:
Year 1999: $0.78
Year 2000: $3.52
Year 2001: $4.24
Year 2002: $5.22
Share Price Targets:
Year 1999: $23
Year 2000: $106
Year 2001: $127
Year 2002: $157
To reiterate, I sees the above estimates as very conservative given our view of the market, Geotele.com capability and current positioning. We have not even taken into consideration the following factors, which represent significant enhancements to the Company's potential and the share price:
· Revenue estimates do not include income from the successful Internet Division of Geotele.com that CEO Guy Cohen intends to expand into a first-class Portal for business customers. Geotele.com plans the spin-off of this division in the 1st quarter of the year 2000 to become a NASDAQ listed company. Talks with interested investment banks are already underway. This division is said to have a value of about $15 per GEOL share that has not been factored into our projected values.
· Geotele.com is also currently preparing to apply for NASDAQ listing which should occur in the 1st quarter of the year 2000. CEO Guy Cohen expects the Company to be fully compliant by year end 1999 and that this will spark considerable interest among institutional buyers, resulting in a significant catalyst to share price increases in the 1st quarter of 2000 the latest.
· There are only 4.6 million issued shares of Geotele.com with a mere 1.6 million shares in the float. CEO Guy Cohen assured Stockreporter that, "no issuing of new shares is planned", since that would be inconsistent with the Company's firm commitment to enhancing shareholder value.
· Geotele.com's current market capitalization of barely $5 million is a fraction of the $100 million average for other VoIP companies that are projecting about the same year 2000 income as is Geotele.com.
· Current revenue forecasts reflect business in geography that represents about 35% of the world's population. Not included is probable income flowing from agreements currently being negotiated in South America, Asia, Africa and Europe.
· Geotele.com is said to be in negotiation with a large German telephone company that is listed on the rapidly growing "Neuer Markt", comparable to the NASDAQ in the U.S. The hint of deal alone prompted intensive foreign buying of GEOL shares last week. Some of the buyers were German banks.
· Geotele.com has confirmed to Stockreporter, that it is going to file an application for listing on one of the major European stock exchanges. This is being done in co-operation with Schnigge Inc. and OTC Europe Associates. This move is being made to increase Geotele.com's international exposure and to establish new relations with investors in Europe, "in anticipation of new major contracts and operations within Europe", said Guy Cohen. This listing will open the door to even more major institutional investments by e.g. national European funds as well as investment bankers, and will prompt a significant impetus to the share price.
Based on the foregoing there is no question that Geotele.com stock is drastically undervalued at its current price of $1.00. I am convinced that this represents an extraordinary opportunity for the investor to realize a share price potential increase of over 1,000% in the short and medium term. This is going to be one of the best performing micro cap stocks in the next months.




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