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16	member 8/10/05 11:56AM dman
Certainly a very messy quarter but what we expected given the magnitude of the restructuring initiatives. The certification issue was disapointing but part of the business. Certification is much more difficult for the wireless product.... login to read the rest view available tags
15	member 8/09/05 9:53AM beech
would be interested in your thoughts on the most recent report, conference call and outlook. thanks in advance. view available tags
14	member 5/07/05 5:01PM Verifone
Thought it worth noting that Verifone (PAY) came out last week. Depending on your estimates of their forward EBITDA, they are trading in the neighborhood of 15X EV/EBITDA. view available tags
13	member 5/06/05 4:44PM Yikes...
Thanks Bowd but Greenblatt is the one whose famous! We just work for him :) Wanted to provide an update on HYC. I was off on the real estate and the value of HBNet. The real... login to read the rest view available tags
12	member 5/06/05 6:35AM Famous
Hi, Beech -- You're famous! http://www.forbes.com/investmentnewsletters/2005/05/05/cz_mr_0505gurupicks_inl1.html (Roark's already famous, so I'm not going to bother telling him.) Yours, Bowd view available tags
11	member 4/13/05 7:23PM Update
We spoke with Will Keiper, the lead director and current interim CEO yesterday. Thought I would provide a few takeaways from the meeting. 1. Expenses are being reviewed "line-by-line." It was very clear that he believes... login to read the rest view available tags
10	member 4/05/05 4:42PM Our understanding is that the
Our understanding is that the founders were politely asked to leave. His nickname in the company was "Little Napoleon" Our checks on them revealed that neither were particularly well respected inside the company and out. We... login to read the rest view available tags
9	member 4/05/05 3:18PM questions
Interesting idea. Some questions: - Why did the founders sell last summer? Seems like they sold at $7-8/share - R&D spend at Ingenico has been 9-10% of sales, and very much higher than... login to read the rest view available tags
8	member 4/04/05 5:13PM Carb
The Company recorded a $12.9 million charge to operations during the second quarter of 2004 for amounts related to the contract with the Brazilian Health Ministry. The charge consisted of an $11.3 million write-off... login to read the rest view available tags
7	member 4/04/05 4:54PM Jacob
Unfortunately, I dont have an answer for you on the first question. Check out Footnote 12 on page 63 of the 2004 10K for the second. view available tags
6	member 4/04/05 4:24PM inventory writedown
It looks like a significant portion of their operating cash flow relates to consistently recurring inventory writedowns. How have you gotten comfortable with the fact that this is not going to be an ongoing... login to read the rest view available tags
5	member 4/04/05 12:45AM Brazil
Thanks for pointing this out because it scared the hell out of me when I first read it in the previous 10Ks. I should have addressed this in the write-up. Fortunately, we hung around to study... login to read the rest view available tags
4	member 4/03/05 3:59PM NOL value
Nice write-up. Per the 2004 10K, the company has "U.S. federal and state NOLs of approximately $123mm" which don't start to expire until 2020. I've been trying to put a value on this and was... login to read the rest view available tags
3	member 4/02/05 2:50PM Brazilian Central Bank Adminis
Hi, Nice write-up, looks interesting... any comments on the following: In May 2002, the Brazilian Central Bank Foreign Capital and Exchange Department (Bank) commenced an administrative proceeding against Hypercom’s subsidiary, Hypercom do Brasil Industria e Comércio Ltda.... login to read the rest view available tags
2	member 4/01/05 4:28PM CFFO
Cash flow from operations in the cash flow statement. view available tags
1	member 4/01/05 4:10PM CFFO
What's your definition of CFFO? view available tags

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			2010	2011
Price:	2.50	EPS	$0.21	$0.40
Shares Out. (in M):	100	P/E	11.9x	6.2x
Market Cap (in $M):	249	P/FCF	8.6x	5.3x
Net Debt (in $M):	72	EBIT	48	67
TEV (in $M):	321	TEV/EBIT	6.7x	4.8x

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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