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[rathlindri] 18/7/2014 09:27

I note that not one single broker has upgraded their target pico. Does this not surprise you?

[picobird] 17/7/2014 15:05

Northland Capital reiterate (15/07/2014 ) 120p price target, buy.

[rathlindri] 16/7/2014 10:24

Markets up by an average of around 1% across the board today.....come on AIE ffs!!!

[picobird] 11/7/2014 10:56

Hmmm, interesting. I had a Chinese Huawei phone which used to block me from accessing Western search engines. Could not get Huawei firmware to overwrite the Chinese version, so in the end flashed the rom with a custom KitKat install. Goes beautifully now.
The locator can be a pain when travelling. Amazon & Itunes & the Play Store can be difficult to access if not in the US or the UK. I have started to use Android for PC but thankfully had already infiltrated the Play Store. I could not use the Huawei phone until it had a custom rom as I had rooted the thing & as a result it had no id.
I get the point Irene. The US were very anti Huawei making out that their equipment was spying on the west.
Makes life difficult for firms like Spirent who have Huawei & Cisco as clients.
Spirent have a structural problem in their company regarding ethernet switching as Cisco are coming to an end of life phase for their equipment range. Huawei on the other hand are gaining a little ground.
The brokers are aware of this weakness within Spirent & have brokered in a price to cover eventualities.
Those Chinese papers always make for interesting reading on the technology side.
Anite will definitely go for some sort of bolt on for the networks division to give it an even greater 'wow factor'.
At least Propsim is doing the job it was bought for & going great guns now.
I wonder what the legal situation is for companies to mine algorithyms blocks but apparently there is not much in the way of ROI. LOL.

[irenekent] 11/7/2014 09:10

I see the Chinese newspapers are appearing to have a go at the iphone for its locator function which could be used to spy on the movements of citizens. Shifting like the wind as usual.

[picobird] 11/7/2014 08:57

Barclays reiterated this week hold/105p.
Potential upside 16.67%.
SPT is very often all over the place. I have often thought that a trader should buy SPT when the prices are the same (as was the case the other day), SPT then tends to go up (sometimes as much as 10p) compared tp AIE. Then sell & buy AIE, then SPT drifts back down normally & the scenario starts all over again.
A bit of news could shift the sp, I think a 50% increase in sales revenues for Q1 compared to last year might do the trick. Few weeks away though. That would be just the handset division. In fact I reckon that is probably on the cards.
In the meantime no harm in having a punt elsewhere. Others seem to be buying back in though already.
Spirent will be reporting on 31st July, will make interesting reading & a small knock on effect for AIE.

[picobird] 09/7/2014 10:27

You mentioned that before Irene. China Mobile have given out contracts to other companies- Asian most likely. From memory also European.
That reminds me there was mention of a bad debt re China in the Accounts. Something for Credit Control to get on top of.
Basically it was China that saved the day in Q4. Spirent have done well in China over the network roll out. Perhaps that is an area where Anite hopes to enlarge by a bolt on ? They do seem to be quite strong on the embedded software scene.

[irenekent] 09/7/2014 10:12

Pico,

Don't expect the Chinese to finalise anything. They love to go to the wire and then start all over again. You only have to look at some of the shenanigans that have occurred in the iron ore business in Africa. This is one of the reasons why they are often behind the curve on innovation. Its easier to copy or steal than invent. I just hope there are other irons in Anite's fire as I wouldn't want to bet the bank on this deal going anywhere fast.

[picobird] 09/7/2014 09:49

IC have always been a little OTT regarding Anite, especially compared to Shares magazine.
With a sharp rebound in profits forecast, would have thought drifting down to have been unlikely, perhaps more sideways until mid August. If Q1 is really buoyant then a sharp move north seems probable.
Also with the company being free of travel, not always a good idea to be 'out' (down to personal opinion) should a surprise offer be announced. This is a new era for Anite in more than one way.
So much going on inside the company at the moment the management would perhaps prefer any surprise events to happen post Mid August. Better for the shareholders as well.
Those bolt on's could come at any time. I think the company would negotiate hard for any acquisition, depends on how they read the future value of the company after adding the bolt-on. By all accounts they will not be huge.
Perhaps a quiet 6 week wait might be on the books.
Wait & See time as usual.

Just found some more useful info.
Apparently the number of operators pushing out 4g Lte networks has gone up from 360 in December to 424 currently.
Also, more handset launches are currently in the offering for Europe at this time. That is down to Europe using a different frequency range compared to the US.
Shame that China Mobile still has not finalised that contract with Anite. I thought they had. The company did win an auction from China Mobile recently. Will try to get more info on that situation.
The CEO is talking in terms of organic growth of around 15%. Add onto that a shortfall for handset testing last year & 2015 may regain the company it's 'wow factor'.

[werty5] 09/7/2014 07:55

Think everyone should take a chill pill. I sold out after the last statement because I don't feel that Anite's price will move much over the next few months this I feel has been backed up by the IC's recent hold rating I also think there are better prospects out there in the near term. However I could be wrong and I think AIE have turned a corner but it could take a couple more IMS before anything happens. So I have sold looking at better prospects near term perhaps a bigger investment in PIC? Keeping an eye on AIE hoping for a small drift down in it's price maybe 83-85p will see what the mood is like a few weeks before the next IMS and might reinvest at that point IMHO.

[picobird] 09/7/2014 06:11

Perhaps if you researched the markets in the field that Anite are in, you would have a better idea ?
Do you not think that the statement made by management could perhaps indicate a much better year for the company ?


Looks like Aberdeen Asset Managers have increased their holdings from 12% to 13%.

[rathlindri] 08/7/2014 23:17

Pico, I really don't know is the answer, and the truth is neither do you either. That is pretty clear.

[picobird] 08/7/2014 19:34

rathlindri
Perhaps you would like to let us know how you see the unfolding of the coming months. Your expertise would be most enlightening to hear.
When do you think you might sell your remaining shares in Anite, price wise that is ?

[rathlindri] 08/7/2014 17:47

Are we expecting another disappointing "false dawn" or something worthwhile?

[picobird] 08/7/2014 17:26

About Mid August.

[mbmiah] 08/7/2014 15:48

When is it Pico?

[picobird] 07/7/2014 13:16

Notice Spirent paid out 14.5 mill GBP for a test suite of Volte IP.
Israel is not the cheapest place to go for trading in anything.
Anite had managed to sort out this testing process in their own labs about three months ago.
Quite an achievement for Anite, & people moan about technology RNS releases. You can see what they are worth !
That is a very poor result for Spirent. The CEO says that the purchase will save several years of man hours, but they have already spent a lot of time on Volte.

I expect at least 7p EPS this year. Q1 could swing it as Q2 & Q4 are the more profitable periods. Not long to go for that trading statement now.

[rathlindri] 03/7/2014 13:10

All the best salpara and good luck. Sorry to see you go

[salpara111] 03/7/2014 12:23

Well that is me out, big loss circa 30% but I guess you live and learn.
Good luck to those waiting for better days.

[rathlindri] 03/7/2014 11:36

Broker forecasts unchanged for July..... rather telling in my opinion

[rathlindri] 03/7/2014 10:58

Well it cost me all of £11.95 to sell my AIE shares in my SIPP yesterday, hardly a fortune. I guess we're all "speculators" are we not?

[irenekent] 03/7/2014 10:42

I think we have to let the speculators bail out and pay their fees before we see a proper long term appraisal of the prospects for the company. Every time one doesn't sell out the amount saved in fees can be quite substantial.

[rathlindri] 03/7/2014 09:26

no sign of the "hot money" yet....

[werty5] 02/7/2014 23:05

Not sure the move will be north just yet more from west to east but at least it is not south. I am out for the time being but that is not to say I won't buy back in if i feel the tide has turned.