Ashoka India Equity Inve... Share Discussion Threads

[picobird] 11/9/2014 12:06

p1nkfish
You are right 1707, that's something new I have learnt today.

[p1nkfish] 11/9/2014 11:57

Didn't the Union partly occur due to a previous bankruptcy?

[picobird] 11/9/2014 11:13

The Scots have no idea when they are well off - free prescriptions for starters.
Westminster will show no ill effects with their absence should it occur, but we have to put on a bit of a show courting them to cover our backs. The problem with their mickey mouse money already is the large amount of forgeries in circulation.
Should they become independent who would bail them out should that event arise. ? Certainly not the English nor Europe. I think they could well become a bankrupt state in the future. Another Mexico in the making !

[p1nkfish] 10/9/2014 23:37

get the right results and the share price will take care of itself.

[werty5] 10/9/2014 23:23

Will not alter results but will play havoc with the market in general which would also include Anite. There is no getting away from it as we have seen over the past week

[p1nkfish] 10/9/2014 23:11

I don't think Anite sales will be too impacted by truculent Scots so the results won't be changed.

[werty5] 10/9/2014 16:22

Fingers crossed for Friday this week has been grim across my whole portfolio so could do with a lift. For the general market to recover I think we need to get Scotlands referendum out the way and some positive news on the Ukraine would also help. When things don't go your way share trading is a hard old game.

[picobird] 10/9/2014 15:11

Sounds like Aberdeen if it's £mill.
Their share price has suffered from the referendum pending.
They already have a mega holding.
Been increasing for a few months from 12% to 15%

[nomdeplume] 10/9/2014 14:03

It must be nice to have £1 million to spend. Does anyone know who the buyer is?

[picobird] 09/9/2014 14:42

Nice to see that the institutional investors have insisted on strengthening the thresholds for the long term incentive plan to be put forward at the AGM this Friday.



Nice to see also more technology from Anite hitting home where it matters. Spirent have been releasing a fair quantity of technology releases recently but they are covered by Anite.

Anite : launches professional network testing application to instantly test indoor coverage and performance of voice and data services. (09/09/2014)

Anite's Nemo In-Building Coverage Meter enables operators' sales staff to easily

verify the quality of wireless services while in the field, saving both time and money ( supports Volte). Now we need to see them showcase a new set of virtualisation testing tools - it's coming.

So currently both companies are doing the hard sell at Las Vegas CTIA 8-11 /09/2014

Spirent are spending big bucks to produce tool sets including acquisition costs whereas Anite are developing their own with a little help from the big names like Intel. This is a bit like watching Ali versus Joe Frazer going 15 rounds. Instead of scoring points they are fighting for market share.

[picobird] 05/9/2014 05:41

Now that summer is coming to a close the M & A ball will start rolling with a bit of vigour. Anite will be spending with thrift. That 's one of the main differences between Anite & Spirent. Spirent buy their way out of trouble. & pay over the odds doing so. With no real technical peeps on the board & poor vertical organisation needless spending of shareholder profits is what results. Anite on the other hand develope a lot of their own software solutions.
Someone seemed to think on another forum that a Spirent might be a predator for Anite - not a chance. Each company have their own products for the same markets.
Once we are into the £1 - £1.50 territory one or two worthy predators may decide to show their hands. 20% margins are to be taken seriously & with 5g on the horizon Anite is an attractive proposition.

[werty5] 04/9/2014 15:33

The catalyst to change minds will be the statement a week tomorrow if the statement reads well the forecasts will be upped rapidly. I am sure Numis have no idea about what's in the next statement and are working from current facts and figures. The question still remains how good the next statement will be the only way to find out is to wait till next Friday.

[p1nkfish] 04/9/2014 13:56

Cannacord target was not even very much above current price at abut 106p too.
What catalyst to change this?

[rathlindri] 04/9/2014 12:18

not very encouraging eh?

[p1nkfish] 04/9/2014 12:12

Hold form Numis and the existing price target is around the current price, or just below.

[rathlindri] 03/9/2014 22:28

Thanks p1nkfish, now we know, September 12th it is then! Strange that they couldn't just publish it on their website...

[p1nkfish] 03/9/2014 20:41

12th Sept for AGM and IMS according to jag on iii.

[werty5] 02/9/2014 21:15

Nobody knows for sure Rath but the way I look at this share now is that it has been kicked in the gonads hard but I am 95% sure that whatever happens things can only get better. The only question that remains in my mind is when the share stops treading water and starts rising, it was obvious to me after the last statement that nothing was going to happen to the share price unless there was some shock announcement of a take over bid etc... Hence why I pulled my funds and invested elsewhere but I always had in the back of my mind to reinvest in Anite again. If after the next statement things still look stagnant I will pull my funds again but let's hope that is not the case.

[rathlindri] 02/9/2014 17:44

werty5, welcome back. Hope your hunch pays off, as you said we have been treading water here for a while now.
Looking for a positive statement next week and a strong move north of £1.00....

who knows...

[werty5] 01/9/2014 16:33

Taken up a small reinvestment again in AIE let's hope the next update is good.

[werty5] 01/9/2014 13:31

Thinking of buying back in again. Share price has done not much after the last statement as I thought has just travelled west to east but would like to buy back in before the next trading update.

[picobird] 30/8/2014 10:10

I have used the 'contact form' to request that they put 'AGM & Trading Update'.
We know the score now but it may help avoid the same problem from arising next year.
The AGM & Trading Update in 2012 was 13/09, so this is how their system works unless they need to make an important statement like last year when the statement was a month earlier.
Could kick myself for not picking up on the obvious earlier.

If anyone wants more info on the business make time for the online analyst presentation on Anites website. It is loaded with information including the 2015 year.
It also includes the month of September as the IMS which we have all been trying to pin a date to.
So if you do not want the intricate details of cutting edge technology developments within the company look at the latest presentation instead.
For starters we are going to see a return to 20% margins in Handset Testing this year, hence the quick rebound in profits forecast.
You will also see the catalysts driving profits & the timing involved, together with company strategy & capital budgets for the travel cash fund.
The future looks very bright.

[rathlindri] 29/8/2014 21:37

"Impatient" wouldn't cover it mbmiah, I have to agree with your sentiments. Let's hope the wait is worth it.

[picobird] 29/8/2014 13:42

In 2012 the date was 13/09 & the year exceeding good.
The CEO has the date clear in his mind 12/09 by all accounts.
The date just seems to jump around a bit year to year - takes a bit of getting used to. Having been an accountant myself I know how the system works. May well be that quarterly reporting pains the management because the quarters Q1, Q2, Q3, Q4 all improve on one another due to Anites business cycle.
So they are going to report on 4 1/3 months much like 2012.
Before 2012 we only got updates twice a year.