(ITE)
Agree with you cloaka,.... that indeed-- there is a capex and infrastructure cost....and cap ex issues surrounding some of the assumptions.....
As a ball park.... I have some ...."back of envelope numbers"-- -- but would love to get your thoughts....
How much capex required for (ITE) to get to top of Food Chain ...in your view...--say just in USA- in your view Cloaka....?
And also related Cloaka; --How much (percentage wise)-- Market Share--Would...in your view Cloaka, ???-- ... say Algo or Sungard be prepared to lose....--....Before..... it was more than just an irritant...???
For example, would they be okay about losing; 12%, 15%, 20% say...????--....OR..... EVEN QUITE COOL FOR THEM (Sungard & Lago)-- TO LOSE .... 25% of their present market share....in this space....???
It is, imo, a rather interesting inflection point ...and point on the vortex.....is that rumination.........
-Another final dimension to the "Valuation Question" (in a takeover situation)-- --is what the Queenland Treasury Deal....-may or may not signify...??--)-- --(I reckon it does)--as signifying.... for future predictable profitable earnings---$$$---- in similar to Qld Treasury- like instos --or put from The Customer's point of view--what is the ROI both defensively and in terms of productivty gains-- and market intel arbitrage gains-- .....as ..... monetized returns....???!!!???_-- --for Qld Treasury Group type Applications ....in Australia and globally.....??...
-Geeee..... it's a good place to be....imo.....ie: in (ITE)'s shoes....!!...
But nonetheless--would love your thoughts Cloaka-- on the amount of Market Share--expressed in percentage--%age-- terms-- that ....the "current biggy player's" ..... ??-- would be okay about and are prepared to forsake and Lose--..???
Say for example....just your thoughts--on maybe at this stage....waht they are okay to lopse-- .... just in the North American Market--say USA and Canada only--(not Europe Asia or UK)-- before THEY would be a little stressed .....and start to be vaguely thinking ..... about remedial action......????...
Kind Regards,
robbo .
- Forums
- ASX - By Stock
- ITE
- take over
ITE
i.t.& e limited
take over, page-10
-
- There are more pages in this discussion • 12 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
LU7
Discover the strong preliminary feasibility of the Bécancour Lithium Refinery, showcasing resilience in a low pricing environment and a strategic plan to capitalize on future price recoveries