If you look back at the recent financials you will notice that the Av minutes per carrier for the last 6 months are as follows:
Jan - 433k - 6 carriers Feb - 388k - 9 " Mar - 345K - 11 " Apr - 262K - 16 " May - 262K - 24 " Jun - 289k - 28 "
So it appears by the last 6 months we have a decreasing Av minutes per carrier........However, the Av revenue per carrier is INCREASING :
Jan - US$14,666 Feb - US$14,888 Mar - US$14,272 Apr - US$15,625 May - US$17,041 Jun - US$21,428
HOW can this happen???????
I spoke to JP only a few days ago, and it appears that the majority of ATC revenue will be outbound from Shanghai to Europe, and everyone knows what that means -
Europe to Shanghai via Hong Kong - US$0.04 cents Shanghai to Europe via Hong Kong - US$0.15 cents
So it is in ATC's favor immensely that the majority of its connections get outsourced from Asia - as is the case.
Av cents per month
Jan - 3.4c Feb - 3.8c Mar - 4.1c Apr - 5.9c May - 6.5c Jun - 7.4c
Be on the look out for an anticipated July Qtr revenue before the end of the month. It will surprise all. But dont take it from me - Its only 11 days away
Suspension is in the wind
Kenny
Stocko - looks like you should have took rainings advice when he was screaming a BUY at 19/20 cents in jan/ feb ATC wil be $1.50 by 2nd Qtr -
When all the big boys are connected things will happen quickly - but then again, It was always on the cards from the start.
The largest 3 telcos in China and the Largest 2 telcos in Europe are signed up -
What did everyone expect
AEX Price at posting:
0.0¢ Sentiment: None Disclosure: Held
