Alexandra Share Discussion Threads

[donnhaus] 25/1/2002 10:37

oh my god,can anyone lend me a tenner?

[donnhaus] 08/1/2002 16:57

another large x trade today,and seeing the late t trade go through made me realise why there's been no announcement yet,the original huge buys were protected and of course no announcement has to be made until the whole order has been completed,obviously at this time the original order has'nt been completed,hence no announcement.
i think it's reasonable to assume that our stakebuilder must now have approaching 10% of this company.a prelude to a full bid?no harm in hoping.
donnhaus

[donnhaus] 03/1/2002 10:38

i see another 1% quietly changed hands yesterday,in a x trade.
again assume britannic is the seller,again no wiser as to the buyer.
i find it hard to understand why there's still been no announcement from the first clutch of buys.i thought there was a time frame that governed this,anyone know what it is.
donnhaus.

[honiton] 20/12/2001 22:33

Still watching and waiting. Looking positive and only a small weakening yesterday.

[donnhaus] 20/12/2001 15:18

just how long can they string it out before making an annoucement?
is it a good thing that it's taking so long?
a few sales have been going through,is this a bad sign?
another x trade today,probabley between britannic and stake builder,
is this a good sign?
questions questions.

[donnhaus] 15/12/2001 00:16

well we know who's been selling,i wish the buyer would be as forthcoming.

[honiton] 14/12/2001 14:31

Who has been moping up the shares?

[donnhaus] 13/12/2001 00:39

cheers pdt


honiton
alexandra-major contracts-first group,cmpass,dhl,ICELAND,bmw,jd weatherspoon.
dimensions corporatewear-major contracts-sainsburys,argos,tesco,lunn poly,granada,woolworth.
i can't deny the fit.
good call
donnhaus.

[donnhaus] 12/12/2001 13:19

www.clothingatwork.com
regards
donnhaus

[honiton] 12/12/2001 13:06

Donnhaus:-

Where did you get the Dimensions data from. They don't have a web site.

Regards

[pdt] 12/12/2001 08:32

I'm watching but have not contributed to the thread since I have nothing to add. So if there are more like me you are not as alone on this thread as you may think.

I like the fundamentals; good yield, low PE, low PEG and good recovery story. Although I have not bought in yet.

Keep posting guys.

Paul

[honiton] 12/12/2001 00:01

donnhaus:-

Was that your buy today?

[donnhaus] 11/12/2001 19:34

honiton
i topped up last week.
i also suspect we are pretty much alone in our interest as to who has taken this stake and why,at least that is what the price seems to be saying.i can certainly think of plenty of companies where if a mystery buyer took a 4.5% stake there would be frenzy.but you never know,maybe we are ahead of the game,we'll know when the announcment comes.
regards
donnhaus.

[honiton] 11/12/2001 16:28

Some small retail purchases going on.

Is somebody reading my posts (other than you donnhaus)?

[donnhaus] 11/12/2001 10:30

possible,also i guess a mbo can't be ruled out.
donnhaus.

[honiton] 11/12/2001 10:13

What about the potential acquirer?

Of course, could be a foreign co.?

Regards

[donnhaus] 11/12/2001 10:11

thanks honiton
got your emails, pretty much agree with everything you say,have mailed you back.
regards
donnhaus.

[donnhaus] 10/12/2001 17:55

thanks honiton
[e-mail]
regards
donnhaus.

[honiton] 10/12/2001 16:32

I need to do some more research. haven't got time whilst still at work.

In particular, we need to look at:-

Who are the major shareholders.
What are the EPS and forward PE forecasts
What are the potential synergies
What is the likely take-out price.

I'm a very cautious investor, so I don't invest until I have a lot of facts.

However, I like the look of this company's fundamentals and their position.

If you give me your e-mail address I will e-mail my research to you tonight.

Kind regards

[donnhaus] 10/12/2001 15:31

honiton
are you saying compass could be the ones stakebuilding,as a prelude to a full blown bid?
compass are certainly major customers of axd,but i can't really see why they would want them.
but one thing is sure,and that's the fact that someone is stakebuilding in axd,and in these circumstances a bid certainly can't be ruled out.let me know if you come across anything.
regards
donnhaus.

[donnhaus] 10/12/2001 14:38

yep thats another 0.5%,as i keep saying some thing unusual is going on,but what? thats the question.someone sure seems to be stakebuilding.5% of the company has now changed hands in the last 3 trading days.

[honiton] 10/12/2001 13:39

150,000 X trade. Could be interesting.

Regards

[donnhaus] 10/12/2001 10:35

well the weekend has come and gone and i'm none the wiser as to who took a 4.5% stake on thurs,i thought someone somewhere might have shed some light on this, but not a word anywhere.
in the absence of any well informed comment or supposition,we're simply left to guess if the stakebuilers intentions are benign or hostile.
there must be an announcment soon,i would have thought.

[donnhaus] 07/12/2001 10:59

something unusual is happening,yesterdays volume(all buys)was the highest for 6 years.