re: a superstar in the making it&e (ITE) .....Hi...

re: a superstar in the making it&e (ITE) .

....Hi again...

....Silly me...

....Forgot again- to properly edit and polish up my silly mistakes from last post... oops...

So have also ....now....added another couple of comments....

Good Afternoon .... everyone,
Thanks for all the emails....

As I say, still getting lots of emails and interest... and yet all quiet on western front on the “share market side— ...calm before storm ...?”--

Robbo, ..”What is happening at the moment....??”-- ..... is the main query and question that seems to be.... the email based query..... of the main interest....

....*** --- New Comment -- Well, before I answer that querry directly—let me quickly say; that those of you who know me,..... may know also..... that my first fundamental motivator and issue.... is to address .....the Down Side...

Yes, The Down-Side Risk—and as far as is humanly possible— “To really try and get the down side risk ....OFF .... the Table !!!” –

And only then, to ensure—that the Investment in question—is as nearly as is practical—to be a “Lay Up” -- or to be as near as possible to a “Lay Up” -- ie: a sure... waht I assess as a true " Investment Grade profit Opportunity"-- —rather than a more hope and Speculation –ie: .... “hope and pray”.

And yes; although I do practice prayer... in matters of Investment.... Due Diligence.... is what it is also, imo, all about—and so, as a consequence, to as far as is humanly possible ....only head clearly..... into those high, make that very high ...clearly identifiable—and measurable and quantifiable-- Margin Of Safety --- Rare mispriced Investments—where Losing Money.... is highly improbable—and where.... even on the most conservative projection—there is still reasonable and worthwhile profitable up side ......

- So there you are.... these Principles; are, for me, the steadily focused upon: Key Principles.....

So then... Now back to the emailed responses.....

Well, the answer I tend to try to reply is... in my own view.... is basically:
......Honestly speaking.... ‘nothing’, .....except the upside is now -- obviously increased...

Why.... is that, in your view.... Robbo.... .?

....Answer: Because, imo, the probability of the ... time now to await-- “time line” is always now relentlessly shortening..... for (ITE) contractual news related announcements –to be released to the Market-- which will spring the market imo, into clearly recognizing; this very undervalued share; into a re-rated market capitalization and ... Consensus Valuation. ....

My own Estimate and Assessment; of ..... When.... this will happen..... has not changed.....

ie: In my view, still likely to be,

(a) As a # -- 75/25% --imo-- probability -- 21st to 23rd January range for first set of announcements re the Contracts Announcements expected.

(b) Second “set” around the...imo... # (80 -20 %-- probability)-- 28th-31st of January.

*** Three (3) more brief quick –PUB-- it&e (ITE) ....comments .....which may be semi- relevant.....

( i ) Was contacted by Firm of Share Brokers – about it&e (ITE) from one of major cities; -- approx-- yesterday .... via ....Phone/email ... and they wanted me top appraise/analyze and go other some of the salient points about the intrinsic value underlying it&e (ITE) ..... with them—as it has piqued their interest—actually that adjective is slightly understating their interest, and likelihood to follow this stock and possibly to....suggest to some of their Clients....

(ii) We have not even considered/ --in the preceding threads and (ITE) posts-- nor yet , “factored into our earnings projections-- ” .....the Hedge Funds ...Revenue/Profits—which in my view, and based on evidence, are a very real and present Opportunity aspect of the it&e (ITE) opportunity—and this especially in my view.... a Real Revenue Opportunity to be had now for (ITE) –from its already now set up Sales Division and Office-- out of the United States...

(iii) Also, do remember the following important factual point:

it&e (ITE) have stated clearly last time that:

: *** -- FY 2007 IT&e is aiming for 22 Blue-Chip clients across product and services ....

That number is:-- 22 Blue Chip Global Banking Clients... for .....recurring Revenues and Profits folks.


To quote the statistics directly from the: it&e (unedited) -- (ITE) AGM Presentation:

SUMMARY OF TRANSITION & OUTLOOK

�� Performance against strategy objective.


��So the it&e (ITE) Blue Chip Bank and Financial Institution Client base.... is building every year – organic and through acquisition...

�� Over 3 years to mature products – now is Globally Competitive... (there is that “competitive word ..... AGAIN.....).

��Okay then.... So to Reiterate: -- In FY 2007 IT&e ..(ITE) is conservatively and realistically aiming for:...

.... *** 22 Blue- Chip clients across product and services ... –quoted directly from the: it&e (ITE) Annual General meeting Presentation .....

And so far they (ITE) have historically; always exceeded their stated aims and objectives.

..... This enhanced it&e (ITE) Blue Chip Client Status—imo will also be like to significantly Snow Ball— And, imo, it will even further gather greater .... Velocity ....and ..... Momentum....

“..... heh.... Robbo, why will this it&e (ITE) Blue Chip Client Status, only imo, Snow Ball- and gain increasing ... Velocity and its own self generated energy and forward... Momentum ..??.. ..” —

Good Question....

.... Well; again imo, a first clue is the word Scale, and Scalability—remember the 80/20 rule we previously discussed...?

And a second clue; is about social and Reference Site with Branded Blue Chips as firm clearer and clearer Proof ...

And a third clue is about obvious Global Presence and Recognition.

So even the 22 Blue Chip Clients stated however; will, as a obvious clear fact, -- Generate significant reliable and safe Recurring Service Based Repeat Underling Royalty and Service/Maintenance Stream Profitable sustainable Revenues that will underline the Incomes from the New Annual Increasing Sales we always focus on....

....Now Slide Ruler//Calculator ... for realistic forward Earnings .... Time...

.... How much ... in .... $$$$ dollars--$$$--- do you reckon the 22 Blue Chip Client Services/Maintenance Income will generate—over and above the predicted conservative.. Sales income....??..

To my assessment; errrrr ... this is a rather.... Interesting Equation ....

- So then, maybe the main query now, imo, is ..... Who will probably succumb tot he tail end of the “silly season”.... based very short/low “Wall of Worry”— ??-- which is a bit of a silly illusory wall anyway-- imo — is the observance now .....

Kindest Regards,

Robbo

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