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Real-Time news about Aerobox (London Stock Exchange): 0 recent articles
|family guy: A good update Mike, and a sad end to what could have been a life-changing shareholding for many.
Even through my bearishness of ARX's share price, I still believed they had a world class idea. Just goes to show you need more than that to make a company eh.
Best wishes in whatever you invest in in the future, and a plague upon Tom, Davidcod and Jaber et al for their constant ramping of this.
|metex: steves2....good afternoon.
Obviously concerned....and surprised....with the share price drop....from what appeared to be a previous floor under the share price....at around 5p.
But as posted on many occasions before....Arx is still a fledgling company....presently in transition mode....yet to establish it`s prime product markets....and still addressing the issues of the original product range....the ULDs.
Seems that the two acquisitions around last New Year....have brought a more professional approach to Arx....and more importantly....the numerous industry contacts....within different markets sectors....necessary to find serious potential applications/outlets....for the base Core material....and also the Panel product.
See the appointment of a new Group Financial director....as positive confirmation that Arx is actually making progress....in it`s efforts to execute on....it`s stated "growth" plans.
The share price drop....may reflect a new share issuance at around this level....being necessary to purchase the new lower cost ULD manufacturing facility in the Far East....strongly "flagged" over the last couple of months.
The new Group FD`s experience in China....may also be a clue to what is liable to happen in the short term....in terms of an equity raising for a new ULD production facility purchase....as the $3m loan facility set up recently....made no mention of any use for a new manufacturing facility purchase....only making direct reference....to using it for covering future "working capital" requirements.
Also believe Arx`s past record....of the "leaky" way it`s handled market sensitive information....appears to have made it far easier for certain parties....to continually "short" this stock.
So at this stage....(unlike savogi....who in fact....if he is to be given any investor credence whatsoever....appears to give the impression of acting on "insider information")....think it`s far too early to "call time" on Arx.
Because as previously posted on several occasions....with Arx`s next generation of product applications....still presently in the "development stage"....believe that Arx investors should only have a clearer picture....as to the eventual destiny of the company....at the end of this calendar year....DYOR.|
No Spec....no Marketing....no good management....competition cheaper and lighter....better product range.
Let`s present some facts!
As you`re the specialist....ever asked yourself why?....American Airlines....Virgin Atlantic....Saudi Airways....Aer Lingus....Unitpool....and an unnamed airline....are all buying Arx`s range of Aerobox ULDs...with a good chance also....that between 3-5 other airlines....will sign up to them....throughout this year.
Do you really think....that these major airlines would buy into an enterprise....that is on it`s last legs?
Arx still as yet....haven`t built up a massive debt situation....while they have been "investing large sums of monies"....in their product lines....or as you interprete it...."that Arx are only accumulating losses".
With the ongoing expansion into other markets....plus the already stated intention of improving margin levels on the ULDs....Arx presently have the opportunity....to cover most of their costs....before the new product lines come on stream....and make their expected contribution.
It really does appear....that the "proverbial" penny....that Arx isn`t just a "one trick pony" anymore....still hasn`t dropped yet....with certain observers....your continual reference it seems....only to Arx`s ULD product line....a testimony to that!
Whether in the end....Arx will be able to utilise Aeroplatz....to the extent that Victrex (VCT) for example....has been able to diversify successfully....their special "thermoplastic"....into numerous applications....remains to be seen....but Arx`s newly acquired....thermoplastic composite technology specialists....brought in....or more correctly...."bought in"....to develop the Arx Core and Panel product lines....appear to have all the credentials....contacts....and experience....to give the two new product lines....the very best chance of success.
Therefore see your continual "premature writing off"....of Arx`s chances to achieve expansion....as a little naive....at this stage of their business cycle....as it does appear IMHO....that Arx`s FD Ray Gibb`s £48,000 purchase....of 800,000 shares at 6p....in Jan this year....might also be giving Arx investors....a little hint....as to the perceived group sales expansion potential....or even to third party takeover possibilities....that have been crossing his desk....in the last 9 months....since he became FD.
His not insignificant share purchase at that time....perhaps giving a vital clue....to revealing Arx management`s positive expectations....of a Arx share price improvement from present levels....further down the line....DYOR.|
|metex: lefrene....good morning.
Sorry....but you seem to infer....there has already been an issuance of 100m new shares.
That`s not the case....only 16,699,999 were issued yesterday.
Yes....more issuance to come in Jan 2006....but the rest not until after 30th June 2009....dependent on the Arx share price then....therefore the actual number of shares....could be far less than the absolute maximum allowed under the agreement....DYOR.|
|metex: The Times statement appears to show may be.... that the article writer hasn`t interpreted the technical side of "any potential news" correctly....as sincerely believe any news will relate to using funds for "seeking complementary uses for the core materials and composite panels"....and not for the "containers".
Hence....there is still an outside possibility IMHO....that "big" news....relating to a new non ULD market outlet....could be announced with any share issuance.
But do concede that the present Arx share price....isn`t telling investors that....DYOR.|
|rmart: by the way guys, take a look at the partner page http://www.acsusa.net/ACS_NEW/partners.aspx
Then look at this page http://www.linersystems.com/bulitex.htm
And we know whats coming next from ARX don't we. We have been told to expect non aviation orders. Ever thought how many trucks are out there delivering cargo every day ?
I am confident ARX share price will blast past previous highs in 2006.|
|metex: savogi.....for long term holders having purchased at higher levels....doesn`t mean they should be necessarily distressed.
Because as mentioned previously....which you appear to totally ignore in your reasoning....AIM tax laws will only benefit long term holders....and if further progress at Arx is confirmed....the share price will not stay at these levels for too long IMHO.
Your statement...."It is clear in last RNS they have been giving the boxes away!"
Again with the greatest respect....most people learn at junior school....that "to give away"....means "for free"....that is clearly not stated in the last RNS....as Ratters also notes.
Think if your bearish comments are to hold any water....and gain any credence with posters here....then with the greatest respect....you should not deliberately try to mislead other posters here....with what are normally interpreted in mainstream society....as "lies"....irrespective of how you personally choose to interprete them.
Generally....quite interesting now....the Bid and Offer....7.5 and 8.0....hasn`t moved since first trade 8.00am Wednesday morning....this week.
Believe a similar period of "lack of volatility" in the Arx share price....was noted and discussed here....just before the AA order was announced.
Could it be the MM juniors are back in charge....or "the shorts" are watching cricket....or perhaps somebody really has a sniff of pending fresh news on Arx?....DYOR.|
|mad mike: >> biswell, let us reflect upon your incompetence:-
1) Do you still believe Aerobox won't get any repeat orders? When today's RNS says the opposite. PMSL!!
2) Do you still believe that Aerobox's target gross margins(ex-factory) are a factor of six times small than the real target (8.4% v 50%)! PMSL!!
3) Do you still believe the Purchase Price of a TelAir Ultralite is $360 (not about six times higher)? Ask TelAir! PMSL!!
4) Do you still believe Aerobox is more expensive than the Ultralite? When the real figure is $1500(ARX) v $2160(TelAir) approx? PMSL!!
5) Do you still believe TelAir's doesn't have fabric panels? When TelAir say it does. PMSL!!
6) Do you still believe TelAir's is 100% composite material? When TelAir say it isn't. PMSL!!
7) Do you still believe TelAir's panels arn't kevlar? When TelAir say they are! PMSL!!
8) Do you still believe TelAir's Ultralite is designed for all ULD uses and acceptable across all airlines? When it is just designed for baggage (ask TelAir) and it's thin Ali base is unacceptable to lots of airlines! PMSL!!
9) Don't you understand that the Ultralite is just a standard fabric ULD designed for carrying baggage (& with a very thin Ali Base), but where the fabric is kevlar. Just ask TelAir! PMSL!!
As I've said many times before, there are legitimate debates regarding the ARX share price, as it isn't guaranteed to rise. But every time you selected none of these, and instead used subjects/arguments that each time prove to be unfounded, grossly misleading, and factual wrong. Each time all you prove is how incompetent your research is. PMSL!!!
Now, I guess you will come out with even more desperate claims. Do you really think anyone takes any notice of anything you say any more, when you have already proved at least nine times in the last few days that you havn't a clue what you are talking about.|
|rex taurus: typo - would you like the ARX CEO to fax the details of the AA contract to Telair? If so please explain how exactly this will increase the ARX share price and thereby help him fulfil his duty to his shareholders?|
|jm111: ARX share price straight up out of the gates again.........
We've seen this a lot lately. T'is a bullish sign when a share does this :)
'W' bottom virtually in place now......(higher low already in place)
MACD about to cross centreline '0' which is a sure buy signal. Indeed both MACD and RSI both trending higher now as well as both showing a couple of bullish divergences along the way to....In all loads of buy signals being generated now.
8p the next target.|
Aerobox share price data is direct from the London Stock Exchange