re: a superstar in the making it&e (ITE)
Hi and a very good morning guys,
it&e (ITE).
What is happening in some folks minds-- at this very moment in time-- -- imo-- at the present time is a form of: ....Cognitive Dissonance... [which when you..... Invest ....like I do-- in "under the radar and under-valued" companies like it&e (ITE) ....you have to become self aware of.... (note I said; 'self' -aware-- not just aware...!! ).
Quickly in regards to some psoters comments re. ISS....
Now firstly let me say: I also like ISS --so let me make that clear...repeat: I do like ISS- but my own assessment is that the stages that my learned friend, Danlupi refers, are around the other way....
....Why so...?
....Take a look at the last Reported Sales Revenue-- $$ Top $$$ Revenue Line...for the respectie companies.... ISS was about 8 millions, whereas ITE was 16 Millions ...
ITE is... Double ....the Sales Revenue.
Secondly; take at look who need to raise Cap Ex money; ...ISS-- and admittedly they were honest about the ....PURPOSE ....for that... to set up their Overseas Branch Offices and set up more Sales Distribution points globally.
....And that, btw, sounds to me like a good strategy---on ISS part.
Repeat; I think this is a good strategy...for ISS--
But in respect of timing, note the following:
In my assessment, in respect of ISS-- that is at the very inception and BEGINNING phase...
These are not yet a fact, they are INSTEAD-- by ISS's own admission; in early development....
- .....Again ISS are candid about that--which again is to be commended... ISS have not announced a single--not one new contract--not have they the current level of confidence to predict the amount of contracts in their Current Sales Pipe-Line.
Now one possibility is that; ISS have simply chosen not to disclose this. And that is their right. However rather unlikely--but agreed a possibility.
With it&e (ITE) the Software Development and Sales Distribution Channels are at a far more developed a mature stage...
Indeed, with ITE ... they are:
(a) Are explicitly; at a clearly enunciated and advanced stage .....in their development ....of their USA Sales Operations
(b) Are explicitly; at a clearly enunciated and advanced stage .....in their European Sales Operations; and very confident and candid about their Sales Pipe Line....
(c) Have already in place excellent Sales partners, senior personnel and executives, and Major Significant Network Partners-- and Sales Distribution Nodes in Europe ....and the USA....
(d) Have Government legislation--namely-- Sarbanes Oxley (USA) and Basil 11 (Europe) as an extra compelling "compulsory" secular economic force.... to drive sales impetus.
Question... When is that (Governmentt Legislation compulsory Requirements)-- --namely-- an imperative...?
Answer. -- "Immediate and Now"...
So Why are we now waiting a few more days...?
I have already answered that; and you worry warts forget...
Answer to repeat is so so simple...
In England, 'The City'--in London-- gets back to work on Monday--so therefore either next week-- or the early the following is why--repeat why-- I have put my probability on this date line....
Final point- It may be as "late" ....(yeah right--!!== relax you guys -- do not fall for the 'old trick of the spot of emotional/mental/psychological cognitive dissonance -- imo--
ie: What do I mean actually ...??
Answer-- You may...imo, possibly-- fall into "trap" of going with your "feelings" not with your BRAIN--imo-- on the right perspective on the time value of money !!.....) .
More data and thoughts soon.
Is this helpful...?
Does this assist your mental framework...?
It is not critical--but the next fortnight-- ie between January 15-28 -- is--imo-- the Highly Likely/Highly Probable Window.....as I HAVE SAID all along...!! Nothing, repeat ..... nothing has changed .....!!
Now do that SIMPLE equation (from the bottom of my last post again )-- !!
If you do not "get that equation" --then please post back and say so (and will spell it out...)!!
Please keep the questions, doubts, issues, perplexities coming... all good to do-- to then gt teh Objective Facts-- and by so doing; make you secure mentally.... in any equity investment--you need to overcome irrational fear with; ... imo--
Kindest Regards,
Robbo .
DISCLAIMER
Views expressed in and on this Internet Chat Site Forum, as expressed above are; explicitly unwarranted, and expressed on a strictly: ‘Without Prejudice’ basis.. These views are only personal opinions and speculations, are definitely not warranted, in any way whatsoever, either expressed or implied, for their accuracy or veracity. These opinions & correspondences, expressed in this email and/or on this internet site are only the writer’s tentative thoughts and opinions only. Remember, they are, nothing more than that. These views are not…. (Repeat: ‘not’ …)…to be read as being, or even forming any form whatsoever of investment recommendation, general or specific. Instead, they are just simply personal ideas and opinions, and to repeat, are NOT to be read, taken, or interpreted as financial advice. These expressed opinions written here, are not warranted in any way whatsoever, either expressed or implied, for their, authenticity, or likely predictive outcome. Therefore, these comments are highly subjective, not the basis of officially authorized research, and are therefore likely to be prejudiced by the writers own opinions, perceptions, interests, and outlook. As a result, these views may be prone to errors, as they are not objective, or official in any way, and, have not been checked by an authorized third party, and are possibly incomplete, ill informed and/or inaccurate. With this in mind, the author repeatedly reminds readers, that these opinions expressed here; are strictly on a “Without Prejudice” basis only. Remember readers, to read these opinions as just one of many expressed personal subjective thoughts and ideas, in the ‘common market-place of ideas’—and to read these views in this light and as only that. Readers must recognize that, as these views, are only one viewpoint among many possible other viewpoints, they are therefore at best; only the author’s own highly subjective whimsical thoughts, impressions, and intuitions. You therefore ought not, repeat ‘not’, to rely upon these views for any form of advice or counsel. Instead, you are responsible for your own decisions. Readers must also note that, as with all expressed opinions, they are definitely open to discussion and refutation, as well as the logical weighing and consideration of other alternative interpretations and viewpoints. For any investment decision, the writer urges readers to conduct their own independent and separate investigations and research, and always seek their own qualified and authorized third party independent financial advice, before coming to an informed decision.
Kindest Regards,
Robbo.
ITE
i.t.& e limited
re: a superstar in the making, page-22
Add to My Watchlist
What is My Watchlist?