Ashoka India Equity Inve... Share Discussion Threads

[mbmiah] 26/2/2015 19:47

Spirent is a better stock atm

[picobird] 24/2/2015 09:01

25/02/2015

Going to be an interesting day tomorrow with the 2014 Spirent results due out. Not expecting figures to be much different from the estimates. The share price finished strongly today at 88p & there should be enough momentum to take it up a few pence tomorrow.
I have a small quantity of these which will hopefully be switched to AIE this week.
SPT are in a transitional mode but Anite have run that course already. I got into SPT this week in order to catch up with Anite due to a late receipt from HMCE. SPT has been down to 84p this week !
Strange how things work out as these last five months I have cashed in my serps contracted out fund & now it's down to me to try & push it up a bit !
Both companies have bright futures but that latest bit of news from AIE (above) is truly revolutionary.
The Spirent revenues should please coming in at $455 mill (per estimates) but I feel the EBIT could fall short by a few percentage points from the estimates due to acquisition costs. So the profit may be down very slightly but the outlook will be painted brightly by the management. If the price makes 95p that will be a decent result.

26/02/2015
Latest.
Well the revenue came in at $457 mill, while the estimated EBIT were a few points down on estimates of $28 mill at $24 mill.
Not keen on hearing about 'headwinds' in a financial statement so will be interesting to see market reaction today. Brokers seem to have it right.
Anite have the edge on them now regarding virtualization drive testing with their latest toolset release.

SPT - Interesting, big buys of 2.6 mill at 88p in first hour, followed by tree shake tactics.
Well, I swapped my shares to Anite for a tiny gain but could have made more money if I had done it in a couple of days time.
FWIW- Although Spirent have an order book of 103 they have got off to a slower start than last year (see presentation notes). In the meanwhile Anite are trading full out re Q4 !!!

[picobird] 24/2/2015 09:01

24/02/2015
Well it's finally arrived, the virtual drive testing toolset.

Anite introduces Virtual Drive Testing Toolset for real-world automated performance testing in the lab



Brilliant news !!!

[gerardp] 20/2/2015 19:48

Thanks Picobird. Glad to see Anite moving in the right direction at last.

Gp

[picobird] 20/2/2015 07:31

Canaccord 106p, Northland 120p, Panmure 142p.

& they have a lot of catching up to match where the FTSE is now.

(Just an apology to Geraldp for last week believing that IC had tipped AIE - an honest mistake !
Strangely enough I am buying some prescription reading glasses which is purely coincidental)

[donnydave] 20/2/2015 05:06

Yep still got my holding in anite. Won,t be long before they hit £1.00 level.

[mbmiah] 19/2/2015 13:36

More like it

[koetser] 19/2/2015 12:46

looks like I bought at right time ;-)

[gerdmuller] 19/2/2015 11:38

Chart beginning to look extremely attractive. Breaks through one year high and others might start to get interested. Forward PE doesn't equal forward eps growth until price is at 110p. So looks ok to me.

[irenekent] 18/2/2015 10:36

Hi pico,
Didn't realise you had been around these quite as long as you state. Very different company today from the original one founded in the sixties. In those days they were high precision metal bashers building the first computer casings for the old GPO when it was a telephone company. Interesting that they are still involved with telephones albeit on a very different level of expertise. I am convinced that Anite are moving finally into a world beating position for testing and monitoring of all aspects of wireless connectivity. There is still the 'internet of things' to consider which must open many new avenues for the company to exploit. In the early days they had a connection with the defence sector - I wonder if this still exists. Plenty of scope for the advancement of the business in China and the rest of Asia as well as the US. Just hope they don't get their intellectual property ripped off by those who are less bothered by the protection that a patent is supposed to give. Hopefully Anite's R & D is so ahead of the game that by the time something is nicked its out of date anyway!

Definitely onwards and upwards. DYOR

[picobird] 18/2/2015 10:11

18/02/2015

Anite strengthens its drive test, handheld and in-building measurement portfolio with enhanced forcing and IMS features



A first again, testing video over Lte.

[donnydave] 17/2/2015 15:09

I,m looking at buy sell levels of around £1.20 versus a stop Loss of say 70p. But can,t see white seeing 70p levels again unless something cataclysmic happens.

[picobird] 17/2/2015 14:48

Anite is a much stronger company now to a few years ago. So with market conditions looking good they should go great guns especially in Q4.
They have cutting edge toolsets together with high barriers to entry.
The seminar notes explain much of their game plan. Takes a few readings with all the technology involved. Still need to get my head around some of their notes.
Youtube should be useful for that.

Incidentally I have been around Cray/ Anite since the early nineties. The BOD are 24 carat.
Been a lot of changes along the way but we seem to be entering the Wow factor stage. LOL.

[donnydave] 17/2/2015 14:40

Hit around 70p level only a few months ago. I myself originally bought at around 90p and sold at a loss (they hit my stop loss level). Don,t think that will happen this time though,

[rathlindri] 17/2/2015 14:14

"Bet those who invested in anite at 60p level have a big smile on there faces now"

In 2011 you mean??

[donnydave] 17/2/2015 14:13

As dell boy used to say to Rodney in only fools and horses.HE WHO DARES WINS!

[donnydave] 17/2/2015 14:05

Bet those who invested in anite at 60p level have a big smile on there faces now.😁

[picobird] 17/2/2015 13:22

Donnydave
We all want you to make your fortune.
Good luck.

I see that there is an app due to be launched called Robinhood which will allow trading stocks on a commission free basis.

[donnydave] 17/2/2015 13:12

P.s. Also same could be said about those who investedd in anite at £1.60.

[donnydave] 17/2/2015 12:45

Also I have emailed Zoo and they have assured me that there are no significant changes in any client relationships D.Y.O.R.

[donnydave] 17/2/2015 12:40

No intention of getting out waiting for trading update Zoo have nearly 42 million subtitles stored all potential profit. Keeping Hold of both Zoo and Anite for the time being. If you don,t want to invest then at least add them to your watch list. Both are long term investments.

[picobird] 17/2/2015 12:12

Might be a good time to take profits in ZOO.
I looked at the Balance Sheet this morning, it scared the hell out of me.
The company is AIM listed I think.
They are having trouble with a big customer too.
If you want to punt on it, good luck.
Trouble is there are big names out there sorting out cloud computing problems.
If you are staying with ZOO make sure you know all about them including what time the staff take their tea breaks.
If you have as you say as many shares as Helen Gilding make sure you get out before she does.