Friday, April 1, 2011

Next-Gen Satellite Comms

Next-Gen Satellite Comms: enters into conditional share price agreement with Kingco Grace to acquire 100% of China Unifiednet (CUH)...

CUH is the JV partner of Hughes Network Systems (“HNS”), the world's leading provider of broadband satellite services, products, and network solutions. Via HNC, its 55% owned subsidiary, CUH owns and manages VAS and Satellite Operating licences in China. HNC has a partnership with Sichuan Telecom, a subsidiary of China Telecom, to supply satellite bandwidth for up to 8,000 villages in Sichuan…

The acquisition is in line with the co’s focus to provide satellite based solutions in the underserved rural and urban centres in the PRC.
The acquisition cost is $52.1m, ~20% discount to the independent valuation conducted by the company. This is partly payable in cash $34.1m, and by issuance of 300m new shares (4.9% of existing shares out) at issue price of 6cts/ sh (33% premium to last close at 4.5cts)…

While the issue price at 6cts provides an anchor objective for traders, we caution that valuations are not necessarily cheap.
Post acquisition, EPS drops to 0.06cts from 0.07cts, which translates to P/E of 69x. NTA/sh drops to 0.44cts from 1.03cts, which translates to P/B of 10.2x.

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