TOWERSTREAM CORP TWER

August 16, 2012 - 6:06pm EST by

member

						2012	2013
Price:		3.55		EPS		(0.35)	$0.33
Shares Out. (in M):		54		P/E		n/a	10.7x
Market Cap (in $M):		192		P/FCF		32.0x	5.5x
Net Debt (in $M):		-31		EBIT		0	18
TEV (in $M):		161		TEV/EBIT		n/a	8.8x

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9	member 11/07/12 5:37PM RE: update 8
I'm not expecting much out of this quarter. Management's been fairly quiet on new deals. A third carrier's been testing the network for a while now... but no deal announced. Google and Microsoft have both... login to read the rest view available tags
8	member 11/07/12 1:50PM update
Can you provide an update on this one before they report earnings? Thanks in advance. view available tags
7	member 8/20/12 7:32PM RE: RE: RE: Why the low rating? 6
As someone who was formerly short this to modest success, I can address the bear case. First, the wireless ISP business is not a great one- there is a reason that AT&T and Verizon don't... login to read the rest view available tags
6	member 8/19/12 12:33AM RE: RE: Why the low rating? 4
Agreed that this is heavily dependent on meeting future promises on these contacts. We spent considerable time looking at how the carriers can meet their build-out requirements, spectrum concerns, etc. Everything seems to be pointing... login to read the rest view available tags
5	member 8/19/12 12:29AM RE: Why the low rating? 3
I like the management team. They have a significant amount of their net worth tied up in the stock. They have clearly worked hard to get these contracts signed. The bureaucracy they have to go... login to read the rest view available tags
4	member 8/18/12 7:08AM RE: Why the low rating? 3
Guessing that people may have a hard time buying into a story where actual trailing EBIT/NI/cash flow is deteriorating, and the the upside is dependent on successful signing of material contracts that are (per author... login to read the rest view available tags
3	member 8/18/12 12:28AM Why the low rating?
I'm curious why VIC members were so harsh on th idea? I found it compelling. It would be interesting to hear people's perspective on why they disagree with your thesis. Feedback should be compulsory when... login to read the rest view available tags
2	member 8/17/12 12:23PM RE: fcf 1
The 2013 FCF multiple came from $18.2M net income, $22M depreciation, and $5M maintenance cap-ex... to get $35M FCF. How maintenance cap-ex will evolve is still unclear. The CFO has mentioned on several calls that... login to read the rest view available tags

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