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| PAST TOP PICK | 0.005 | Robert Floyd | (A Top Pick Dec 17/04.) Was taken out by Vodaphone and is no longer listed. Had made about 50% on this stock. | 2006-05-16 | |
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| VAGUE | 19.020 | Peter Hodson | The majority of the assets have been sold so, if you own, it's a situation where you have 2 options 1) sell your shares on the open market or 2) wait for the sales process to be transacted. Easy money was made a long time ago. | 2005-05-10 | |
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| DON'T BUY | 19.130 | Brian Acker, CA | Has a model price of $21.26 which is an 11% differential. If they sell their east European assets, the question is what are they going to be doing with the money. Would be cautious on this one. | 2005-05-05 | |
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| SELL | 18.480 | Jean-Francois Tardif | Selling some assets to Vodaphone for $3.9 billion. It's a done deal. | 2005-03-18 | |
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| WEAK BUY | 18.150 | Robert McWhirter | A wireless provider in the Czech republic and eastern Europe. Their numbers reported higher than expected with a lot more subscribers than their analysts expected.The PE is 17 X against a forcast earnings growth of 133%, so it's kind of lumpy. Earnings forcast has gone up 9% in the last 90 days. Inexpensive. | 2005-02-11 | |
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| BUY | 18.530 | Peter Hodson | Likes it a lot and can't go a day without buying some more. Subscriber additions were spectacular. There are only 3 analysts covering it. Thinks it will get taken over. Good balance sheet. | 2005-02-07 | |
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| WEAK BUY | 17.600 | Laura Wallace | Doesn't follow this company very closely. Has had a good move, so wouldn't be an aggressive purchaser. | 2005-01-31 | |
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| TOP PICK | 13.840 | Robert Floyd | An interesting play at this stage given the takeout of Rogers Wireless, so it becomes the only pure play in the wireless division. Has a good opportunity from here. | 2005-01-07 | |
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| STRONG BUY | 13.110 | Gavin Graham | Is probably going to continue to do as well as it has done. This is a big play on Czech and Rumanian mobile phone integration. Both projects are gushing cash. Will probably end up as a takeover. | 2004-12-30 | |
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| WEAK BUY | 13.350 | Brian Acker, CA | Fundamentals and his quant model both look good, but the problem is, there is only one estimate out there and every time they look at it, they get a little queasy. Would prefer having more estimates available. | 2004-12-24 | |
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| TOP PICK | 13.190 | Robert Floyd | The only pure wireless play that's going to be in existence for the next little while. Have wireless operations in the Czech Republic and Rumania and subscriber levels of over 6 million. EBITDA is looking very strong at about $1.85 looking to about $2.25 next year. An aggessively growing company. Have to watch that the costs are in line with the subscribers. | 2004-12-17 | |
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| PAST TOP PICK | 13.610 | Robert Floyd | (A Top Pick Aug 3/04. Down 12%.) Still likes. Should go a lot higher. Numbers are very attractive. | 2004-10-19 | |
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| STRONG BUY | 12.100 | Robert Floyd | Likes their continuing acquisition of MobiFon shares. Cash flow and EBITDA is very strong. Growth on the subscriber side is continuing to grow for their wireless division. | 2004-10-06 | |
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| TOP PICK | 12.100 | Robert Floyd | Costs have to be managed quite closely but the EBITDA shows it is growing and is strong. | 2004-08-23 | |
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| TOP PICK | 14.000 | Robert Floyd | Czechoslovakia and Rumania is where they have wireless operations. Has been reporting some extremely strong numbers. Have been adding subscribers aggressively. You have to make sure the company is maintaining their cost levels. | 2004-08-03 | |
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| BUY | 11.880 | Robert Floyd | Has had a nice pullback. The company has turned around quite nicely and growth rates are extremely high. Profits are starting to come back in. | 2004-06-01 | |
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| WAIT | 15.000 | Mark Jackson, CFA | The assets they have on the wireless side in eastern Europe are interesting and have potential growth, they have concerns on management and want to see them do a couple of quarters. | 2004-04-13 | |
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| DON'T BUY | 14.250 | Ron Meisels | Spending a long time creating a base. Had a little bit of a rally getting up to $20, but it will still need more time to continue finishing a base. | 2004-03-17 | |
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| DON'T BUY | 14.050 | Ross Healy | Fair market value is $7.40. Their global locations make him nervous. | 2004-03-16 | |
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| BUY | 16.240 | Peter Hodson | Dropped a little bit, so bought more. The growth rate, mainly in Rumania and Czechoslovakia has been phenomenal. Has a lot of cash. | 2004-03-02 | |
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| HOLD | 17.900 | David Burrows | Most of the wireless have gone from cash flow negative to cash flow positive and are in growth markets. | 2004-02-24 | |
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| DON'T BUY | 11.500 | Peter Hodson | The problems are out of the way. They’ll sell their holdings in a short while. | 2003-12-04 | |
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| DON'T BUY | 8.800 | Richard Stone | Restructured and has had a nice rally. A high beta stock that will move with the market. Have some underlying fundamental issues that will create excitement. The valuation/earnings model does not justify the prices. | 2003-10-29 | |
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| DON'T BUY | 5.280 | Robert Floyd | Reverse split was a negative. Fixing up their balance sheet. European operations are improving. | 2003-07-04 | |
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| DON'T BUY | 1.210 | Mike Weir | Too risky. | 2002-03-06 | |
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| DON'T BUY | 1.850 | Gordon Higgins, CA, MBA, CFA | A lot of debt. Issuance of new shares will dilute the stock price. | 2002-01-07 | |
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| DON'T BUY | 1.570 | Malvin Spooner | Has had financing problems. Needs a lot of volume to be profitable. | 2001-12-31 | |
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| DON'T BUY | 1.700 | Martin Hubbes, CFA | Very speculative. | 2001-12-05 | |
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| DON'T BUY | 1.160 | Robert Floyd | Has sold out because of concerns on their cash position. | 2001-11-09 | |
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| DON'T BUY | 2.070 | Nereo Piticco | Has suffered with all telecoms. Needs a lot of work. | 2001-09-10 | |
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| DON'T BUY | 1.920 | Eric Bushell | Credit crunch has hit wireless operators. Speculative. | 2001-09-06 | |
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| DON'T BUY | 1.810 | Gavin Graham | A real business, but UK's Dolphin is losing money. | 2001-06-26 | |
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| DON'T BUY | 2.190 | Ray Steele | Balance sheet concerns. | 2001-06-22 | |
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| DON'T BUY | 7.200 | Gavin Graham | Into emerging markets. Problem is their big incursion into Europe which was expensive. | 2001-02-15 | |
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| BUY | 7.250 | Ray Steele | Risky, but good potential. | 2001-02-14 | |
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| DON'T BUY | 41.830 | Ted Macklin | Has dropped a lot. These companies need a lot of money which is difficult | 2001-01-29 | |
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| WAIT | 9.000 | Ray Steele | Need money, but have backing by Rogers. Have to get out of the S. America & concentrate on Europe | 2000-12-13 | |
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| DON'T BUY | 8.750 | Scott Morrison | Prefers larger companies, like Micros System | 2000-12-07 | |
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| BUY | 16.000 | Ray Steele | Increasing their holdings globally. Stock is cheap now | 2000-11-02 | |
Experts that have talked about Telesystems Inter'l. Wireless
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