Micro Identification Technologies
(OTCBB: MMTC)
If your idea of the perfect investment opportunity is a company that has a "killer app", unique software filling a major unmet need, and that absolutely nobody else in the world has, you'll want to take a very close look at Micro Identification Technologies (OTCBB: MMTC) out of San Clemente, California (www.Micro-Imaging.com).
Their product (which to a layman looks a little like something out of Star Wars) is called the MIT 1000, and it's in the first stages of creating a revolution in the healthcare industry. In a nutshell, the MIT 1000 is the very first (and only) non-biological system for identifying pathogenic microbes. That is, it's a new and vastly superior way of identifying germs, the kind of germs that sicken and kill millions of people around the world every year. And it does it without requiring all of the fancy time-consuming biological tests, or the highly trained and costly professionals, that are an inescapable component of conventional microbe identification approaches.
The patented system uses laser light, together with some very sophisticated proprietary software, to identify various species of pathogenic bacteria in a fraction of the time of other methods. The software interprets the unique patterns generated by the reflected laser light, identifying bacteria with an accuracy independently shown to be higher than conventional methods. The samples required for identification are minimal, far less than with other processes, which greatly reduces culturing time. In addition, the need for elaborate biological tests, and the people to run them and interpret the results, is eliminated, minimizing costs. All of this, together with the mobility of the system, means that identification can now be done more often and at sites previously requiring the shipment of samples to distant laboratories and waiting days for the results.
Today, the demand for more efficient and cost effective identification of pathogenic microbes has never been greater. The healthcare industry is facing strains of bacteria stronger than ever before. In both developed and under-developed countries, the high-volume processing of food and other products, together with worldwide mass transportation, demands a level of diligence not previously imagined. In the U.S. alone, according to the Center for Disease Control, roughly 5,000 people now die each year from food-borne illnesses.
Micro Identification Technologies holds a new key to life, the only one of its kind, a key that is needed in every major city in every country in the world. It's hard to imagine a more fitting example of the term "killer app".
National Automation Services (PINKSHEETS: NASV)
From an investment standpoint, one of the most important things to remember about National Automation Services (PINKSHEETS: NASV) is that it has very clearly committed itself to an aggressive, though carefully planned, growth curve. Unlike most companies, National Automation has been refreshingly specific about what it plans to do, even providing a time frame.
NAS has already established its position throughout the West as a premier industrial resource when it comes to virtually any type of automation and industrial controls project. The list of industries it has successfully served continues to expand: water/wastewater treatment, mining, pharmaceuticals, electric utilities, semiconductor processing - essentially anywhere that requires some form of sophisticated monitoring and control. It's resume of clients is as impressive as it is diverse, including Chevron, Motorola, Coca-Cola Bottling, TRW, America's biggest nuclear power plant, and many others.
More importantly, National Automation sees itself as something of a seed company, around which will grow a new nationwide organization, an integration of some of the best local and regional players in the country, a strategy it is already starting to execute. Right now, there are a handful of major companies in the $500 billion automation and control systems industry, together with perhaps 300 other companies that serve various regional markets. These smaller companies are often best able to serve the needs of businesses and governments in their area, but find it difficult to grow and enjoy the benefits of scale. National Automation sees this as an exceptional opportunity, and is actively involved in acquiring the strongest such companies, with the goal of offering them all the advantages of a large nationwide presence, while maintaining the strengths inherent in focused regional operations.
To this end, National has already obtained an equity financing commitment of $5 million from Ascendiant Capital Group, LLC, a private equity firm, and its affiliate, Ascendiant Equity Partners, LLC. And there are several other financing strategies the company is pursuing as part of this overall growth strategy. National Automation has targeted a number of companies for acquisition over the next two years, and is specifically projecting year-end 2010 revenues of more than $47 million, with year-end 2011 revenues of over $140 million.
National Automation has managed to lay out and finance a plausible and detailed plan for expansion, based upon a strong and proven familiarity with their industry and its diverse markets. The company is leading with its strengths and providing investors with a unique opportunity to grow along with them.
NetSol Technologies (NASDAQ: NTWK)
When NetSol Technologies (NASDAQ: NTWK) announced recently that it has secured $3 million from a major international automotive maker's captive finance company in the Asia-Pacific region, it was just one more reflection of the very real difference between NetSol and so many other companies in the enterprise software business. In the midst of the most challenging period in that industry, perhaps since its inception, NetSol has been able to leverage its unsurpassed reputation for quality, its strong relationship with SAP technology, and its expanding worldwide connections to survive and grow. It's this very unusual mix of strengths that makes NetSol such an important investment consideration.
NetSol is a global provider of financial and other enterprise software solutions and business services to a variety of industries, including financial, healthcare, insurance, energy, and technology markets. It is one of only about 100 companies in the world to achieve ISO 9001, ISO 27001, and SEI (Software Engineering Institute) CMMI (Capability Maturity Model) Maturity Level 5 assessments. In other words, it has a major certification of quality and trust every time it walks in the door. In an industry that is all too often known for its history of customer complaints, this is a critical and hard-won badge, especially in global environments that base relationships on personal integrity and reputation.
NetSol's partnership with SAP continues to open doors for them. SAP's tools have become an important global standard, and, as an SAP BusinessObjects partner, NetSol can, for example, effectively integrate the many features of the BusinessObjects reporting platform with their Financial Suite line, giving customers a rich base of financial and operational data visibility. Although the challenges faced by SAP will tend to be faced by NetSol, it's a partnership that will continue to offer far more benefits than liabilities.
NetSol's signing of a combined $3 million Asia-Pacific agreement comes on the heels of an agreement with a Chinese finance company partnered with a major European bank and a multi-billion dollar Chinese financial services group. NetSol's global perspective, including growing contacts in Asia and the Middle East, has allowed it to weather regional storms, taking advantage of stronger world opportunities. It has also worked to develop a number of strategic global alliances, such as the recent Atheeb NetSol venture with the Atheeb Group of Saudi Arabia. It's a fundamental strategy that allows the company to better penetrate new geographical markets and industries, and to grow technologically.
As parts of the world economy start to improve, NetSol's well planned and long cultivated mix of attributes, the same qualities that have kept it going while so many others have been buried by the recession, should allow it to flourish.
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