As a friend of NBT, you know we've been watching and waiting for the 4G Broadband Mobility revolution. Now that it's finally upon us, I don't want ANYONE to be left behind when this sector -- and the best stocks within it...
How to Play the 4G Broadband Mobility Revolution
NBT Equities Research LLC is working on a complete updated research report on VelaTel Global Communications, Inc. (VELA). We need to update valuations on the various subsidiaries of the VELA holding company to the new 2012-2017 pro-forma revenue/subscriber/EBITA forecasts.
As you have undoubtedly noticed we at NBT are adding a LOT of new clients to our issuer-sponsored research platform. That research and onboarding process has EVERYONE maxed out on time for our “side” project which is continuing to cover the 4G Mobility space and VelaTel—the leading small cap player in emerging market carrier development and mobility services.
We expect to have our new valuation report done soon…and I am SURE our updated valuation will be >.25 a share just on the >$1000 per subscriber value of the Peruvian and Balkans regional networks alone (based on $25 ARPU for Peru and $45 prepaid/$65 post-paid ARPU in Balkan states).
>.25 is nearly a 10 bagger from here…it’s certainly worth a few grand of shares at this valuation as the ONLY pure play of the 18X growth of mobile data traffic forecast by Cisco by 2016.
Mobile data traffic will reach the following milestones within the next five years.
· Monthly global mobile data traffic will surpass 10 exabytes in 2016.
· Over 100 million smartphone users will belong to the "gigabyte club" (over 1 GB per month) by 2012.
· The number of mobile-connected devices will exceed the world's population in 2012.
· The average mobile connection speed will surpass 1 Mbps in 2014.
· Due to increased usage on smartphones, handsets will exceed 50 percent of mobile data traffic in 2014.
· Monthly global mobile data traffic will surpass 10 exabytes in 2016.
· Monthly mobile tablet traffic will surpass 1 exabyte per month in 2016.
· Tablets will exceed 10 percent of global mobile data traffic in 2016.
· China will exceed 10 percent of global mobile data traffic in 2016.
Global mobile data traffic will increase 18-fold between 2011 and 2016. Mobile data traffic will grow at a compound annual growth rate (CAGR) of 78 percent from 2011 to 2016, reaching 10.8 exabytes per month by 2016.
Even if VELA gets to ONE billion shares a $300M value on its various assets is very reasonable as the cash flow starts flowing.
Click here to view our updated VelaTel Report.
Share This Article
- Login to post comments
