8/08/2013
NBT Research Report

As a friend of NBT, you know we've been watching and waiting for the 4G Broadband Mobility revolution. Now that it's finally upon us, I don't want ANYONE to be left behind when this sector -- and the best stocks within it...

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VelaTel (VELA) Update On VN Tech’s Fuel Cell Power Back-up Equipment for China Mobile/China Telecom 2013

Background: This PDF from VelaTel (VELA) tells a lot of the background story for VelaTel’s 75% owned VN Tech subsidiary which is the leading provider in China for fuel cell (aka green energy) back-up power systems for 4G LTE base stations.

Telecomasia.net is reporting that China Mobile has requested bids from TD-LTE equipment vendors (in which China is ZTE and Huawei) for 207,000 base stations for their new 31 province 4G TD-LTE mobile broadband network.

As per Telcomasia.net “China Mobile, the world’s largest mobile operator by subscribers, has launched its long-expected equipment tender for its TD-LTE networks across the country. In a tender notice published last Friday, China Mobile said telecom equipment vendors who are interested and qualified can get bidding applications from the company between today and Saturday. They are required to submit those documents and attend a public bid opening on July 15, the company added.”

China Mobile plans to spend as much as 190.2 billion Yuan in capex this year, with more than half of this to be spent on its pre-commercial TD-LTE rollout. 190 billion Yuan is approximately $31 billion in US dollars.

Let’ connect some of the dots here:

#1 The China Ministry of Information and Telecommunications (MIIT) has requested that all 4G base stations have emergency back-up power that is NOT dependent on the sketchy Chinese power grid or uses lead batteries—too many black outs and brown outs to be dependent on the grid to charge batteries.

#2 China Mobile aims to build 207,000 NEW 4G base stations in 31 provinces around the country

 #3 China Mobile, facing increased competition from China Unicom and China Telecom in the 3G market, is pinning its hopes on 4G to win back high-end 3G customers from the two smaller rivals.

#4 China Mobile last year carried out large-scale TD-LTE trials in 15 cities in China with about 20,000 base stations that included many VN Tech hydrogen powered fuel cells in the tests in Hangzhou, Guangzhou and Shenzhen. It plans to expand commercial-ready TD-LTE networks to 100 cities and add more than 200,000 base stations this year

More to come…next we connect the REST of the dots!

VelaTel PDF

Disclosure: NBT Group, Inc. has in the past been compensated in the past for VELA shareholder awareness and sponsored equity research. NBT believes it will be retained in the near future for similar services to NBT. NBT affiliates own 4 million shares of VELA acquired in various transactions.

Join the Conversation: Let's Talk About It, Baby!

NBT has increased its VELA holdings

it appears that this last communication about VELA indicates an increase in NBT held shares from 2.5 million to 4 million....

Velatel...what's the odds?

Toby, I don't know about you...but...I...can't say I'm losing patience but I think my golf handicap will double due to older age before these boys start getting any decent revenue to increase the pps.

I hope you put in something in your workup on this "odds of Velatel getting enough revenue to increase the share price". Sorry I'm not as competent in writing as I am on the golf course, hope you can get my drift.

BTW I was told I was the most confident average golfer that my local pro has ever seen, that should get a smile..bet you have seen a few of us.

Take care & thanks.

 

 

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