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BrandPartners Quietly Climbing Charts
BrandPartners Quietly Climbing Charts
Tue, 26 Apr 2005 10:50:34 -0700
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[Image]April 26, 2005[Image] [Image]Volume VI, Issue 40[Image]
Home Page : www.otcjournal.com
Email Questions or Comments To: address@hidden
To OTC Journal Members:
[Image]Comments in the BLOG[Image]
[Image] BrandPartners (OC BB: BPTR), perhaps one of the biggest
disappointments in terms of price performance this year,
looks like it wants to start behaving a bit better. Today's edition
contains a recap of what I believe happened since the company issued
its outstanding year end financials, and the stock traded down.
Tomorrow morning I will post a new BLOG entry for current comments and
To use the BLOG, simply go to the home page at www.otcjournal.com -
the BLOG will scroll down automatically on the right side of your
screen. The most current journal entries appear in the middle of your
screen. Check back frequently for updates particularly when stocks are
moving to overbought or oversold levels or in volatile markets. Your
questions and postings do not automatically appear, so don't bother
posting the same question multiple times. I personally go through to
moderate and respond to every question.
[Image] BrandPartners (OTC BB: BPTR); Coming Back After Some Harsh
Early channel checks on 1st quarter numbers lead me to believe [Image]
BPTR will continue it's torrid growth pace in the 1st quarter,
and deliver a fifth consecutive report demonstrating growth in both
sales and earnings.
The company is revolutionizing bank design, and starting to expand
into other financial services markets.
On March 19th, BPTR delivered the following outstanding year end
* '04 Revenues came in at $50.6 million, up 50% from '03's $33.7
million in revs
* '04 Earnings came in at $14.2 million; $.39 per share (this
number is not meaningful as $9 million of the earnings was
forgiveness of debt)
* '04 Operating earnings (this is the important number) were $5.1
million- improving by $16 million over '03.
* Operating EPS for '04 came in at $.14 per share. This is the
In short, BPTR's revenues grew 50% in '04 to $50.6 million, and the
company delivered $.14 per share in earnings. Stellar corporate
If the stock traded at a mere 10x trailing earnings, it would be $1.40
The day the earnings were released, BPTR traded nearly 2 million
shares, the highest one day volume since negotiating their debt
reduction. The stock traded sideways for a day or two, and then
started down, leaving many shareholders stunned.
Here's what I believed happened. I believe there were a lot of
investors waiting for the earnings report to confirm the company's
performance. I believe many of those people jumped in on the earnings
On the other side, I believe there had to have been on huge seller
waiting for the earnings to come out and looking for an exit strategy.
This stock traded as low as $.19 in '03 when they were nearly
bankrupt, and about a year ago the company did a financing at $.30-
this supply might not have been fully absorbed by the market.
When the seller matched the buyer the stock didn't go up. After a day
or so it became clear the stock wouldn't be making any new highs on
the year end numbers, and weak hands began to sell. Combine that
weakness with a moderate collapse in the market as a whole, and you
have people selling in a vacuum of buyers.
[Image] The stock made its bottom at $.76, and now is rebounding
nicely. As measured from last October's multi month $.50
level, it is a perfect 61.8% retracement. I had been looking for a
drop to $.71 to add to the position, which would have been a perfect
61.8% retracement from last August's low. It would have been
irresistible at that price.
The stock is now moving up almost everyday on much lighter volume,
which suggests an absence of sellers. 1st quarter numbers are due in
about 3 weeks away, and if history repeats itself, the stock will
trade up ahead of the numbers.
For those of you who can't understand why this stock cannot seem to
achieve a reasonable valuation, a little historical perspective is in
In the Fall of '03 BPTR was days away from bankruptcy and closing its
doors forever. The stock was trading at $.05 in August of that same
year. While a few months might seem like an eternity in the market, in
reality this stock has been trending up for over 18 months.
The company has engineered it's turnaround flawlessly, but it may take
more time for the market to recognize the value. After making it's
debut on Wall Street, WalMart (NYSE: WMT) doubled in size every year
for the first three years, but the stock went nowhere. Once Wall
Street caught on, the stock made a multi year move and turned many
shareholders into millionaires.
Set aside the noise and look at the value. As one fund manager who
owns the stock told me: "I don't sell stocks at PE's of 7 with 50%
growth rates. I buy them and wait for someone else to pay more".
It took a month to flush out some weak hands. It looks to me like the
stock is ready to resume it's climb.
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