Analyst Coverage |
May 18, 2007
Radiant Communications Corp. (RCN-V, $1.15)
SECTOR OUTPERFORM; Target: $1.70; Risk: SPECULATIVE
Core moves ahead, foundation set for new service driven revenue acceleration.
Q1/07 Highlights.
- Backlog Foreshadows Building Momentum.
- New Services Hit Costs then Revenue.
- Network Upgrade Neutral to Opex but Positive to Clients.
- Growth Thesis Intact – Solid Subscriber Growth to be Complemented by Higher Rev/Subs.
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January 18, 2007
Radiant Communications Corp. (RCN-V, $1.05)
SECTOR OUTPERFORM; Target $1.70; Risk: SPECULATIVE
Starting the 3rd Wave – Realizing the Value of Subscribers.
- Partners with OneConnect
- Leveraging large subscriber base – It could be very significant
- Growth thesis intact
- Acquisition target trading at customer cost of acquisition (COA) yields potential takeout value beyond $2/share
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