You are not eligible to view 7 messages. To gain access to more recent message posts signup free for membership.
#
AUTHOR
DATE
SUBJECT
17
member
5/09/12 6:02PM
update?
16
Hawkeye, do you still follow this one? Obviously it has gotten a lot more complicated but the results of CTSH seem at odds with IGTE trading near its highs.
Software services company iGate Corp. (IGTE) is looking to raise up to $700 million to help fund its joint bid with Apax Partners LLP to take control of rival Patni Computer Systems Ltd. (532517.BY), two... login to read the rest
I think the most important things are (1) the acknowledgement that pent up demand has had a large impact this year, (2) the fact that taxes will be going up dramatically and (3) the filing... login to read the rest
Thanks for the question.
On the margin front - 50% of the bump can be directly tied to currency and fully depreciated assets. My numbers merely assume this part is unstainable. I suspect the margin is... login to read the rest
Hawkeye, thanks for the write-up. I got pitched this idea when it was $10 and didn't like it (much to my regret) so I was initially intrigued with your write-up. Howevever, after doing some work... login to read the rest
No, I don't believe it does have any sort of real competitive edge. I agree it is a commodotized industry and up until the past few quarters (when the RBC revenue bump and the margin... login to read the rest
Almost all of the employees are in India and the company probably records almost all of its revenues in India to avoid paying taxes generated from taxable jurisdictions. It is probably aggressive but has allowed
The company has developed a relationship as an outsourced IT provider with RBC over the years and maintains a good relationship. Historically, this made fine sense because IGTE was not making an outsized profit. But, to my... login to read the rest
what is the genisis behind RBC's large revenue contribution? Are there any connections between RBC and IGTE that would encourage RBC to continue to grow their biz with IGTE without hammering them on price. I... login to read the rest
Are you sure you want to close this position Dragon Mining?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag Dragon Mining for Removal
Are you sure you want to Flag this idea Dragon Mining for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.