Ashoka India Equity Inve... Share Discussion Threads

[mbmiah] 25/11/2014 14:59

Something needs to be done with that surplus cash IMO

[rathlindri] 25/11/2014 14:55

Agreed Salpara111, down over 5% today in a neutral sort of day in the markets. Wonder what's driving this down suddenly????

[salpara111] 25/11/2014 14:24

Hasn't broken out of its falling trend yet.
It is always difficult to have to take a loss but it feels so much better than watching as your investment gradually disappears before your eyes.
It looks like the next support line is around 60p which would take it back to a 4 year low.
I am genuinely surprised that the management has not been made to walk the plank here for consistently failing to read the market that they are paid a lot of money to know about!
I still have them on my monitor and if things do turn around I would look at investing again but they have not shown that they have the business back on a growth path yet.

[rathlindri] 25/11/2014 13:29

Thanks pico, and same to you. Glad to be out

[picobird] 24/11/2014 18:59

Good Luck to you for the future rathlindri.

[rathlindri] 24/11/2014 14:49

I have sold out (again) at a loss this morning. I can't see myself getting involved here again. Best of luck all.

[picobird] 21/11/2014 14:19

Anite has always done this, gone against the grain.
Sorry to hear your mistiming, none of us get it spot on.
Crazy day with the China news. I have just opened my trading account today & bought into Anite at this price (don't know any other shares). Trading as opposed to my long term holding.
TBH I expect SPT to drop to 60p but I think Anite is being dropped today in favour of Blue Chips.
I started today bearish on the FTSE but this news in China seems to have added another dimension to the health of the global economy.
Hopefully the punters will get the message over the weekend because this baby should in theory be around 100p soon.
No doubt I will be proved wrong !

[rathlindri] 21/11/2014 11:39

hmmm, looks like I timed my re-entry badly, should have stayed away :-(

[picobird] 19/11/2014 10:56

Yes it is p1nkfish. Anite held back after Spirent announced their solution. They have produced a better diagnostic toolset for troubleshooting networks as a result.
Anite said they were selling their products besides renewing contracts. Should be a really good H2.

[p1nkfish] 18/11/2014 18:02

quite a big vote in favour of Triton.

[p1nkfish] 13/11/2014 10:01

A bid for Anite at 115p might do the job.

[picobird] 13/11/2014 08:36

As expected a poor Q3 from SpIrent. Demand in China & USA has dried up for it's products. In the last month there have been large broker downgrades in the target price for Spirent.
They seem to overspend on R & D and waste money on human resources in area's which are covered by large tech firms. Battery durability for instance.
Anite are focused & spend where demand for product toolsets are evident.
The SPT share price could head down to 60p, especially if the markets experience another blip.
Incidentally, Spirents problem is down to one particular company AT & T. that's not going away until mid 2015.
AT & T are taking advantage of SDN/ Domain 2 networks which is hurting hardware supplier Cisco, one of Spirents customers. SDN relies on software for networking rather than hardware.
Hence a big change is taking place in the industry. With Spirent now out of the handset testing business & with a weakened customer base elsewhere, it is up the creek. It says it has a strategic plan, but it's newly acquired Analytics business is not attracting business.
Spirent has been in ' panic mode ' for some little while and with good reason. It may end up smaller than Anite in a relatively short time.

[mbmiah] 12/11/2014 15:53

Hopefully will start to climb now, slowly maybe but I'd be happy with that

[muscletrade] 12/11/2014 10:43

FWIW Northland, Canaccord and Panmure Gordon have all reiterated their BUYs this morning.

[werty5] 12/11/2014 08:58

Good statement no explosive move in the share price but on the right track. I remain on the sidelines for now.

[picobird] 09/11/2014 20:49

Anite Travel is no longer sharing the Anite website. Last week Anite Travel became Atcore Technology.
Nice to keep things tidy.

IMS due this week. Unless they make us wait for it again ?

10th November 2014
Anite launches Nemo Invex II providing greater benchmarking capacity for LTE, LTE-A, Cat 6, and VoLTE smartphones

They are showcasing these products now, starting in Africa. The network testing division now offers the 'complete works'.

[picobird] 06/11/2014 13:53

Spirent is an interesting case at the moment. Interims next week 13/11/2014.
A couple of days ago they announced innovation in cloud computing. The problem is they keep spending on R & D and not making decent profits.
They either need to divisionalise & appoint a specific manager to each division/ cost centre or put themselves up for sale.
They would be better off broken up & sold off piecemeal or allowed to be taken over & sold off on a division basis. There could then be a capital distribution among the shareholders.
At least Anite is on the money but then they do have the managers/ contacts to enable them to do just that.

[rathlindri] 03/11/2014 13:14

Back in on this morning's wee dip....let's see where it goes..

[picobird] 31/10/2014 17:30

Nice rise today. As werty5 has said it needs to go a lot further to get to where it should be. This little run has caught most punters out. Something in the wind perhaps.
Dividend payout this week. They have plenty in the Kitty.
Long may it continue.

[werty5] 31/10/2014 06:02

Agreed Anite has had a nice little run on the share price and is back on my radar but any excitement should be tempered with the fact that it is still a long way down from where it was a few months ago. Good luck all you holders hope to be back soon but I want confirmation on a decent ims before backing AIE again and so far although the statements have not been bad they have not set the world on fire.

[picobird] 28/10/2014 13:50

By the looks of it, this share cannot stop going up. It is breaking through resistance levels.
All very mysterious, but nice :-))

Just seen the volume yesterday, is something happening. Bargain Hunting probably ?

On the other hand ........Eeny, meeny, miny, mo..........

Trading Update next month, no specified date.
In 2012 it was on 09/11/2012
In 2013 it was on 16/10/2013 (Profit Warning)

[picobird] 23/10/2014 18:43

Deutsche Telecom renewing a multi year SAS interoperability contract.

Anite seems very strong this week/ bullish. The truth about Spirent has finally sunk in & there is clear daylight between the two shares.
Cannot see the markets holding steady for the long term, but who knows. Fully expect another wobble for the Ftse but when is anybody's guess.
Seems to be an 'x factor' pushing Anite but it could be my imagination. We have been short of sentiment but perhaps the tide is turning ?

[rathlindri] 23/10/2014 18:23

where/what??

[nomdeplume] 23/10/2014 17:55

At last, some good news!