Freshtel - Rev $5.5m - Mkt cap $41m - JunQtr = -$2m cash
MyNetFone- Rev $6.3m - Mkt Cap $8m - JunQtr = +$0m cash
Engin - Rev $20.1m- Mkt Cap $16m - JunQtr = -$1m EBITDA
FRE - reliant on Tesco bringing home the bacon.... no annuity generating customer base. Tesco at this point still blue sky.
MNF - have a break even business - 60,000 customers who generated $6m. There does not appear to be any "blue sky" opportunity. A gradual creep into profit may continue.
ENG have 80,000 customers who generated $20m. They have invested heavily on their infrastructure and pulled the EBITDA loss from $4m per quarter to $1m last quarter. Broadband/Wimax Seven-Unwired opportunity ??
On this ENG looks cheap - or are the others over priced?
Who will eat who? This space looks primed for consolidation.
Freshtel - Rev $5.5m - Mkt cap $41m - JunQtr = -$2m cash...
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