a few small pointers below will underline the basis of my belief in Cybermedia’sManagement quality. :
1) JV’s : All the JV’s / tie ups which Cybermedia has are with world leaders:
a)Dice : no.1 Technology & engineering job portal in the world with 6 month ended june 07 revenues of 650 million USD ( www.dice.com)
b)IDC : no.1 IT, telecom, consumer Technology market intelligence & research services ( http://www.idc.com). 2006 revenues were approx 2.8 billion USD.
c)Lexis Nexis which is a subsidiary of Reid Elsevier, which is world’s leading publisher of information for proffesional users. They did a revenue of approx 7 billion USD & a NP of 1 billion million USD in 2006
http://www.reed-elsevier.com/
d) CMP media : media and marketing solutions company serving the technology industry ( www.cmpmedia.com)
When Business Week was looking at entering India a couple of years back, they had partnered with Cyberemedia for the same. Unfortunately due to foreign print laws etc, this could not come through.
2) around 4 months back, I had called up the Cybermedia gurgaon office for some clarifications on their quarterly numbers. Although Pradeep Gupta , the MD was in a meeting and I left my number behind, he did call me after half an hour and addressed all my queries most patiently ( with specific answers). Only a handful of top executives would do this for minority shareholders.
3) Management is focused on the future and not on the short term earnings or share price
4) I have read many articles where Narayan Murthy , Premji have talked about Pradeep Gupta & his pioneering effort & vision in this field .
Next Gen publishing has also filed draft prospectus with SEBI and i feel the pricing of that issue should further highlight the strength of Cybermedia's brands and the fact that it is an underpriced stock.
jayendra
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