Trading Idea: IBEAM (Nas:IBEM)
einige werden sich noch an meine Empfehlung vom Sommer 2000 erinnern:
IBEAM, ein amerikanischer streaming-media Titel.
Der Emissionspreis betrug damals 10$, die Aktie verharrte einige Tage dort (bis zu meiner Empfehlung! ;)) um dann bis ca. 30$ zu laufen - und dann bis auf 1$ (in Worten: EIN DOLlAR) abzuschmieren. Wohl denen, die rechtzeitig verkauften.
Es ist an der Zeit, wieder an die Aktie zu denken und ggf. eine kleine Position aufzubauen. Ich bin seit heute (hallo eyron !) mit ca. 3% Depotanteil wieder in IBEAM investiert und werde in diesem Thread nach und nach alles wissenswerte posten.
Der Chart sieht -gelinde gesagt- bescheiden aus:
Die Analysten überschlagen sich nicht gerade vor Begeisterung, es gibt aber immerhin 2 "strong buys", 7 "buys" und 1 "hold".
Folgende Investmenthäusre haben sich mit dem Wert beschäftigt:
Analyst Firms Making Recommendations
BEAR, STEARNS & CO.
ING BARING FURMAN SELZ, LLC.
J.P. MORGAN
KAUFMAN BROS.
MORGAN STANLEY, DEAN WITTER DISCOVER
PACIFIC CREST SECURITIES
ROBERTSON STEPHENS
SANDS BROTHER & CO., INC.
WASSERSTEIN PERELLA & CO., INC.
WEDBUSH MORGAN SECURITIES INC.
Schaut auf deren Hompage http://www.IBEAM.com um Euch direkt über die Firma zu informieren oder folgt diesem link
http://www.nasdaq.com/asp/...news.asp?symbol=IBEM%60&selected=IBEM%60
um Euch auf der Nasdaq-Seite selbst einen Eindruck über die Zahlen zu verschaffen.
IBEAM ist eine innvoative Firma mit Kooperationsverträgen mit allem von Rang und Namen, u.a. MTV, VH1 u.ä.
Ich verzichte bewusst darauf hier die letzten Zahlen etc zu veröffentlichen - der Thread wäre zu lang und wirklich lesen wird´s eh´ kaum jemand. Wer sich für nähere Info´s interessiert - postet die Frage hier oder checkt die o.g. Links.
Das Hoch von 30$ wird IBeam so schnell wohl nicht erreichen, aber der Emissionspreis sollte dieses Jahr bestimmt noch zu schaffen sein - und das wären fast 700%.
Good luck,
Fluffy
Mr. streaming media "eyron virage" - noch was zu motzen oder hinzuzufügen ??
Verdammt, keine Ahnung. Die Zahlen wurden schon am 16.3. gemeldet, das kann´s nicht sein. Insiderverkäufe sind´s auch nicht. Es gab auch (lt. www.Nasdaq.com ) keine Herabstufungen - im Gegenteil.
Ich mach mich noch mal schlau.
Fluffy
(dem das nach dem Sunburst-Abenteuer gestern gerade noch gefehlt hat)
stockholders - basic and diluted 1.Quartal $(3.04) 2.Quartal ($0.61) 3.Quartal $(0.36) 4.Quartal $(3.22)
We have incurred losses from operations since inception and have an accumulated deficit of approximately $516.3 million as of December 31, 2000. We have completed several rounds of private equity financing and completed our IPO in May 2000, which raised $115.5 million, net of expenses. For the year ended December 31, 2000, we incurred a loss from operations of approximately $474.9 million, including a $310 million charge for impairment of goodwill, and negative cash flows from operations of approximately $96.1 million. Management expects operating losses and negative cash flows to continue for the foreseeable future and anticipates that losses will continue because of costs and expenses related to brand development, marketing and other promotional activities, continued expansion of our Broadcast Network, expansion of product offerings, and development of relationships with other businesses. Our operating plan requires us to raise additional capital to fund our future operations. Certain of these costs are discretionary and could be reduced if working capital decreased significantly. Failure to generate sufficient revenues, raise additional capital or reduce certain discretionary spending could have a material adverse effect on our ability to continue as a going concern and to achieve its intended business objectives.We had operating losses of $30.2 million and $474.9 million for the years ended December 31, 1999 and 2000, respectively, and our accumulated deficit was $516.3 million as of December 31, 2000. Considering that operating expenses are expected to increase in future periods we will need to increase our revenues significantly to achieve profitability.
We have never been profitable. We had operating losses of $30.2 million and $474.9 million in 1999 and 2000, respectively, and our accumulated deficit was $516.3 million as of December 31, 2000. Considering that operating expenses are expected to increase in future periods, we will need to increase our revenue significantly to achieve profitability. In 2000, based on the planned deployment of our Broadcast Network, we incurred capital expenditures of $57.7 million. We may continue to incur increasing operating losses in the future
We intend to raise additional capital in 2001 to fund operations into 2002. However, we may not be able to obtain capital, whether debt or equity, on favorable terms, if at all.
iBeam hat massive Finanzprobleme & kann keine Gehälter zahlen. Man bat die Börse um Genehmigung, unter dem aktuellen Kurs (21c) neue Aktien ausgeben zu dürfen.
Ich habe mich geirrt was die "News" angingen - der letzte 500% Anstieg ging anscheinend ausschließlich auf das Konto von Zockern.
Nochmals: Meine aufrichtige Entschuldigung an alle, deren Aufmerksamkeit ich auf diesen Titel gelenkt habe.
Nachfolgend die Meldungen:
IBeam Broadcasting Requests Nasdaq Waiver Of Holder OK Rule
SUNNYVALE, Calif. -(Dow Jones)- IBeam Broadcasting Corp. (IBEM) is experiencing a severe cash shortage and has asked the Nasdaq Stock Market to waive shareholder approval of a new financing.
In a press release Friday, IBeam said it requires funds on an urgent basis to meet its payroll and other operating obligations, and it wouldn't be possible to
prepare and file a proxy statement with the Securities and Exchange Commission and hold a shareholders' meeting to approve the investment before iBeam runs out of cash and is forced to discontinue operations.
Under an agreement announced June 25, Williams Communications LLC, Allen & Company Inc. and Lunn iBeam LLC agreed to acquire iBeam preferred stock initially convertible into 240,093,900 shares, or about 65% of the company's shares outstanding after the investment, at a conversion price substantially below the current market value of iBeam's common stock.
The investment may be deemed a change of control of iBeam under Nasdaq Marketplace Rules.
IBeam has retained the investment banking firms of Morgan Stanley and Dresdner Kleinwort Wasserstein to assist in raising financing.
IBeam said the firms found that it is currently impossible for iBeam to raise funds at or above current trading prices.
Copyright (c) 2001 Dow Jones & Company, Inc.
SUNNYVALE, Calif.--(BUSINESS WIRE)--June 29, 2001--iBEAM Broadcasting(R) Corporation (NASDAQ: IBEM) announced today that, pursuant to Rule 4350 (i)(2) of The Nasdaq Stock Market, iBEAM has requested an exception to Nasdaq's shareholder approval requirement for iBEAM's previously announced agreement with a group of investors led by Williams Communications. Under the agreement, Williams Communications, LLC, Allen & Company Incorporated and Lunn iBEAM, LLC will acquire preferred stock of the company initially convertible into 240,093,900 shares, or
approximately 65% after the investment, of iBEAM's outstanding common stock at a conversion price substantially below the current market value of iBEAM's common stock. The number of shares of common stock into which the preferred stock is convertible is subject to adjustment for antidilution protection and standard protections
for dividends, recapitalizations and stock splits. iBEAM(R) currently has outstanding approximately 127,400,000 shares of common stock. Under the terms of this investment, Williams Communications, LLC will purchase 1,800,704 shares of Series A preferred stock for $20 million in cash and $10 million of in-kind services. In addition, Allen & Company Incorporated will purchase 480,188 shares of Series A preferred stock for $8 million in cash, and Lunn iBEAM, LLC will purchase 120,047 shares of Series A preferred stock for $2 million in cash. The proposed investment also contemplates that nominees of Williams Communications will hold four of the nine seats on iBEAM's board of directors. This investment may be deemed a change of control of iBEAM under the Nasdaq Marketplace Rules.
Under Nasdaq Marketplace Rules 4350(i)(1)(B) and 4350(i)(1)(D)(ii), shareholder approval is normally required for investments similar to the one described above. However, iBEAM has requested from Nasdaq an exception to this shareholder approval requirement pursuant to Nasdaq Marketplace Rule 4350(i)(2) and a waiver of the voting rights rules of Nasdaq Marketplace Rule 4351. Rule 4350(i)(2) provides that "exceptions may be made upon application to
Nasdaq when: (A) the delay in securing shareholder approval would seriously jeopardize the financial viability of the enterprise; and (B) reliance by the company on this exception is expressly approved by the Audit Committee or a comparable body of the Board of Directors."
iBEAM has retained the investment banking firms of Morgan Stanley and Dresdner Kleinwort Wasserstein to assist in raising financing, and they have extensively tested the market and have found that it is currently impossible for iBEAM to raise funds at or above current trading prices. iBEAM is currently experiencing a severe cash shortage and requires funds on an urgent basis to meet its payroll and other normal operating obligations. It would not be possible to prepare and file a proxy statement with the Securities and Exchange Commission and hold a shareholders' meeting
to approve the investment before iBEAM runs out of cash and is forced to discontinue operations. For these reasons, iBEAM's Audit Committee has unanimously made a determination that an immediate sale of equity is necessary to preserve
the financial viability of iBEAM's enterprise and has expressly approved iBEAM's reliance on this exception to the shareholder approval requirement and the request for a waiver of the voting rights rules. About iBEAM Broadcasting Corp.
iBEAM Broadcasting(R) Corp. (NASDAQ: IBEM), founded in 1998, is the leading provider of streaming communications solutions. The iBEAM end-to-end solutions for enterprise and media customers include interactive webcasting, streaming advertising insertion, syndication and pay-per-view management, and secure, licensed download and geographical identification applications. iBEAM currently delivers more than 100 million audio and video streams per month across its intelligent distribution network of satellite connected, high-performance servers located in more than 210 networks around the world. More than 460 innovative companies use iBEAM's global services including media leaders, CNBC, MTVi, and LAUNCH.com, and enterprise customers, IBM/Lotus, Bristol-Myers Squibb, and Merrill Lynch. iBEAM is headquartered in Sunnyvale, Calif. Telephone (408) 523-1600. For more information visit www.ibeam.com iBEAM's Safe Harbor Statement under the
Private Securities Litigation Reform Act of 1995
CONTACT: iBEAM Broadcasting Corporation
Rick Gaisser, 408/830-3548 (Investor Relations)
ir@ibeam.com
Anna Caldwell, 408/523-1634 (Public Relations)
acaldwell@ibeam.com
spätestens Ende Mai musste jeder vernünftige Anleger rausgehen,wer keine Stoploss setzt -und seien es mentale-dem geschieht es recht ,wenn ihm das Krokodil Börse den Arm abbeisst.Soviel hat doch inzwischen jeder gelernt-und ich hatte als marcovaldo doch bereits mit den Auszügen aus dem SEC-Bericht gewarnt!
Also nimms nicht so tragisch,das kann jedem passieren,dass sein Wert abschmiert.
Gruss Kicky
Kicky, Dein "Schwarzer" war bestimmt nur ein "Verklicker" von einem Moderator, ich zumindest habe mich durch Deinen Kommentar nicht beleidigt gefühlt (auch wenn er etwas von ober herab war).
Grüsse
Fluffy
Kicky, Dein "Schwarzer" war bestimmt nur ein "Verklicker" von einem Moderator, ich zumindest habe mich durch Deinen Kommentar nicht beleidigt gefühlt (auch wenn er etwas von oben herab war).
Grüsse
Fluffy
Ibeam Broadcasting (IBEM) is surging 13 cents, or 61.9 percent, to 34 cents after the Sunnyvale, Calif., provider of streaming communications products completed a $40 million funding transaction. The deal is with an investor group made up of Williams Communications (WCG) , Allen & Co., TouchAmerica Inc., Lunn iBEAM LLC. The transaction swaps roughly 2.4 million shares of Ibeam convertible preferred stock for $30 million, while Williams will contribute $10 million worth of services in-kind. The preferred stock is initially convertible into about 240 million Ibeam common shares, roughly 65 percent of the company's outstanding stock. Ibeam also restructured its board and senior management team as part of the deal.
Mannomann Fluffy,der Tagessieger!Hab das übrigens eher tröstend gemeint oben,nicht überheblich,wir sind doch für unser Tun selber verantwortlich
ich werde auch in zukunft deine empfehlungen gerne lesen.
grüße nach kiel
Die heutige Meldung hatte ich - wie schon gesagt - ein paar Wochen früher erwartet.
Der Haken an der Kapitalspritze: Der Ausgabepreis der neuen Aktien beträgt 12 cent - aktueller Kurs 34 cent. Das ist ein gehöriger Risikoabschlag. Ausserdem besetzen die Investoren nun 4 Sitze im Board of Directors. Das mag gut sein - oder aber auch schlecht.
Die Turnaroundchance ist gegeben - wer investiert ist sollte bei entsprechender Risikobereitschaft investiert bleiben. (jetzt fang ich schon wieder mit Empfehlungen an! ;)
Ich selber bleib auf jeden Fall mir meinem Rest drin - der Preis pro Aktie aus meiner vorbörsl. Beteiligung lag bei 10c/share, und 2/3 hab ich zu Kursen zwischen 10 und 30 $ verkauft.
Ach, und Ramses, sorry dass Du keine Antwort auf Deine Mail bekommen hast. Ich hab´ neulich als ich in HH war nochmal mit Levke über das Problem unserer Homepage gesprochen. Inzwischen müsste es auch mit JEDEM Apple funktionieren. Das Produkt wird aber vorerst nur für Windoof-PC´s verkauft. Vielen Dank nochmal für Deinen Hinweis.
Fluffy
Ibeam: Kursexplosion nach Abschluss der Verhandlungen mit
Williams Communications
Die Aktie des Online-Medien-Unternehmens iBEAM gewinnt im späten US-Handel 86% auf 0,39$. Die Verhandlungen über eine Kooperation zwischen Williams Communikations und drei weiteren Firmen – Allen & Company, Touch America und Lunn iBEAM - sind erfolgreich abgeschlossen. Damit bekommt
iBEAM die notwendige Unterstützung, um seine Dienstleistungen weiter aufrecht zu erhalten .
Auffällig am Kursverlauf ist, dass die Anleger sehr schnell vergessen zu scheinen. Das Geschäft zwischen iBEAM und Williams war schon vor gut zwei Wochen so gut wie abgeschlossen und die Aktie ging damals schon nach oben.
Verwunderlich, dass sich das jetzt wiederholt.
Autor: Thomas Lücking, 20:31 11.07.01
WILMINGTON, Del. (Reuters) - Internet streaming communications provider iBEAM Broadcasting Corp (Nasdaq:IBEM - news) filed for bankruptcy on Thursday and agreed to sell its assets to broadband provider Williams Communications Group Inc (NYSE:WCG - news) for $25 million.
In papers filed in the U.S. Bankruptcy Court in Delaware, Sunnyvale, California-based iBEAM listed assets of $118.8 million and debts of $41.9 million as of June 30.
In June, Williams received a 49 percent stake in iBEAM's voting securities in exchange for $20 million in cash and $10 million in services.
Other major shareholders are Allen & Co Inc and Touch America Inc, each with 6.4 percent. Touch America is the telecommunication unit of Montana Power Co (NYSE:MTP - news) which agreed last month to sell its utility business to NorthWestern Corp (NYSE:NOR - news).
The Williams offer is subject to a bankruptcy court auction which requires that the debtor's assets be sold for the highest and best bid.
According to court papers, Williams has also agreed to provide iBEAM with $18 million of debtor-in-possession (DIP) financing secured by substantially all of iBEAM's assets. The DIP, which is subject to court approval, will be repaid by the proceeds from the asset sale, both companies said.
Claims of the 20 largest unsecured creditors, which range from $67,000 to $1.1 million are primarily for contract and trade debt.