Ashoka India Equity Inve... Share Discussion Threads

[picobird] 28/1/2015 10:53

mbmiah
Yes I know, was going to post the same remark but I think peeps get fed up with me posting :-))

From memory AIE update 07/02/2015, then following week dividend payout.

These two shares tend to cross sp's every so often. Think there could be a crossing due next couple weeks.

Incidentally, SPT got upgraded by another broker from 90 to 95p a day or do after the downgrade. Might have been yesterday.

[mbmiah] 28/1/2015 08:52

Spirent get downgraded, share price goes up - what gives?If anite get rated either way, they go down lolWhen is the next update? Anyone?

[mbmiah] 27/1/2015 23:55

AAM seem to be lowering their stake

[picobird] 27/1/2015 12:34

thought it was an error' but no
Over 10 mill volume today

'Don't panic Mr Mainwaring'
I am not on level 2 so cannot see the trade involved.

Not on the iii forum but poster dkok says that at midday 9.6 mill trade went through at 80p followed by tick up.

On another site the daily bar chart is showing a big green bar - so big buy ?

Another site shows it as a sale, but one party's sale is someone else's buy.
I give up !!!

Managed to get this sites trades for Anite on a Spreadsheet.
The volume took place but the 9.6 mill trade involves the sale & purchase, category 'O'.
So, stock changing hands to the tune of 4.8 mill probably"
No I think it was 9.6 mill so institutions involved here.
Unless it was coincidence, the news today may have sparked interest, important news as it was.


Canaccord confirms 'buy' today, target 120p.

[picobird] 27/1/2015 09:17

27/01/2015

Enhancements accelerate development of LTE-Advanced products for 5CC carrier aggregation and 3D MIMO operating in any band up to 6 GHz




The Propsim Emulator F32 is a very important piece of kit for the Handset Testing business, so this news is most welcome.
In fact as Anite has now jumped to what is known as Release 13 levels we are not only talking Handset Testing but D2D, device testing as in 'the Internet of things'.
Quite an exciting time for the company !

Volume building today.

[picobird] 26/1/2015 15:47

Spirent has been downgraded today by Libernum from 'add' to 'hold'. This is a little strange as it was only last month that they upgraded the stock.
It would be nice to have the full story here.
Having said that .......

[rathlindri] 25/1/2015 12:06

Thanks for the comprehensive reply pico. I remain unconvinced as it seems does the market in general. No doubt things will turn here for the better at some point, sooner rather than later I hope for the sake of holders.
Best of luck to you

[picobird] 25/1/2015 07:05

hello rathlindri
Really nice to hear from you again & I mean that.
Yes the prices have been unpredictable with some good rallies in between, so you are spot on.
Unfortunately companies depend on the markets that they are operating in. The Richard Amos presentation shows the market as a possible dark cloud at times & AdVFN also mentioned the 'horrible' chart.
The consolidation factor was the greatest contributor to market performance & not the fault of either Anite or Spirent.
4g Lte is in it's early years & a lot more profit has yet to be reaped from it.
Both companies have diversified into the same areas of late & with Spirent managing to shrug off 'the blues' in December despite being pessimistic in November it shows how resilient both companies have become. New areas, new customers, new partnerships.
Anite is in a recovery year/mode 2015. We still have low visibility & lumpy contracts.
The sector will continue to be in a state of flux which is to be expected in a continually changing technology scene. That's why both companies spend so much on R & D. Samsung & the other 'big names' spend billions on producing new products. This means a lot more testing from more products & a more complex infrastucture.
The financials in 2014 did suffer, but a company gets stronger by learning the hard way (no gain without some pain) & developing a new strategy as a result. By diversifying a company is a lot less likely to be 'hit' by exceptional market conditions.
Like Irene (who is our longest holder in Anite) have a listen to the Richard Amos presentation. Even if you don't want to buy back into Anite after your losses, it is always nice to hear from you.
An invited chartist on ADVFN said this week that 81.5 to 81.75 is a nice buying in price with a resilient support level proven at 76p. She expected the price to rise to 96p / 105p from TA. With positive news flow, IMO the share price will go much further.
I am a great fan of Anite & expect them to do very well in the next couple of years & beyond, growing organically & becoming one of the leading players in the Test & Measurement sector.
In fact the more I read about other companies that I hear mentioned the more of a fan I become !!!
We need to hear everybodies opinion on this thread whether they are an Anite bear or an Anite bull. All the eight brokers are bullish.
Incidentally Irene, I took your point about the extra business that Spirent took from Samsung in December. I very much doubt that Anite suffered as a result as both SPT & AIE are small fish in Samsung's billions spending. They are huge spenders in both Anite's markets especially infrastructure.

[rathlindri] 24/1/2015 20:16

And both companies share price performance over the last 2 years has been dismal...did you forget that bit?

[picobird] 24/1/2015 18:43

Hi Irene
Anite is a 'top notch' quality company with a very strong management team with extremely good insight.
Spirent is an okay company but there are problems. Weak management, AT & T - a large customer withholding capex due to a switch from hardware to software products. Spirent tend to overpay for acquisitions.
Anite just have a very good integrated team who up to now have not put a foot wrong.
There is overlap which is why the two companies will never merge but with data demand about to increase 8X in the next 5 years there is a healthy competition which will keep both companies very busy.
The word is getting around the city about Anite & I fully expect the share price to breakout eventually.
This is a quality share & the company is protected by barriers into the sector.

I had a look at some of the companies that the ADVfN podcasts have been covering & it just made Anite look like a 'star'. The naked trader tends to risk his arm but he is a momentum trader & covers his sell out prices. That is his insurance.

So at the end of the day if you want to day trade you have to be prepared to burn the mid nite oil researching 'new names'. Even so, it seems to me that some companies mentioned could come into the category of a 'falling knife'.

( changing the subject there is a new build of Win 10 out this weekend beta & free with future updates - build 9926 - very nice & faster than Win 7)

[irenekent] 24/1/2015 13:36

Interesting podcast pico. Thanks for that. How do Anite compare to Spirent? Is there much overlap? Is there room for both companies in the market or is it likely that there will be consolidation? All this gives food for thought.

[picobird] 24/1/2015 07:32

The ADVFN podcasts make interesting listening for building up general knowledge.
We are in bull market & should be able to make some money so long as the investor (a) invests in a good company
(b) buys in at the right price
There is a log of money sloshing around at the present moment (ECB QE) which bodes well for technology companies investing in capex. That's good for Anite even though the € is weakening.
After the Anite presentation last week I am staying with the company ( I am a big fan) although there are some interesting companies being mentioned by the ADVFN podcasts.
GLA & DYOR

Having looked at some of those ADVFN podcast shares mentioned, personally I would be very cautious before investing !!

[jeffcranbounre] 23/1/2015 19:58

Anite is featured in today's ADVFN podcast.

You can listen to the podcast by clicking here>

In today's podcast:

- Technical Analyst and PR at Masterinvestor.co.uk Zak Mir chatting and charting Quindell, Gulf Keystone Petroleum, Tesco, Royal Mail, Anite and Blur.

Zak on Twitter is @ZaksTradingCafe

- The micro and macro news

- Plus the broker forecasts

 

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

As a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[picobird] 22/1/2015 18:09

Just a quick note regarding the Richard Amos presentation last nite.
I have listened to the recording at www.equitydevelopment.co.uk site & was very impressed.
He gave a very strong & very clear picture of the business & prospects of Anite.
The company is in a Recovery year 2015 & the company is expanding into adjacent areas.
There are some very interesting facts mentioned in the recording & I would recommend that you listen to it in order to appreciate what is happening in the company.
Anite are doing very well, with their addressable markets expanding as testing becomes more complex. Can you believe that a handset has to pass around 500 tests.

Found it on YouTube :

[picobird] 21/1/2015 07:24

mbmiah
The Group Finance Officer is giving a presentation in London ( about 35 minutes).
There is a question & answer session at the end of it.
The Equity Group invite certain companies to do this for research records & to introduce themselves to the greater public.
I think the CEO has passed this down to Richard Amos to give him the chance to get himself known. He is 47 & a 'young' member of the BOD.
It takes place about 5 pm together with a couple of other companies participating.
I hope he does well. Might even give away some recent trading figures although I am sure he has been briefed to stick with just pipeline development opportunities being taken up.
So tomorrow at the earliest we shall hear from the Equity Group as the interview is recorded & put on YouTube etc.
At the same time this evening we shall learn how much Windows 10 is going to cost ( changing the subject ). There is a live blog taking place.

I expect Anite to produce decent figures for Q3 as December was very good for Spirent. Funny how the MM's marched the price of SPT up a couple of days ago & then let it fall the day after, on a small volume too. I can only put that down to the MM's playing deceptive games, but perhaps there are more technical reasons ?

[mbmiah] 20/1/2015 20:56

What's happening on Wednesday Pico??

[picobird] 16/1/2015 16:19

It will be interesting to hear what Richard Amos has to say next week (next Wednesday). Incidentally I wish him all the best in his presentation.
This Level 2 business seems to be a rather conflicting tool when the MM's can act in a deceptive manner in order to throw people 'off the scent'. Suppose it's down to experienced investors, day traders that is. They say it's like looking through a door instead of a keyhole. Think I prefer the keyhole,for now anyway :-)

It is a keyhole, why did the 100,000 buy not show up earlier ?
Lots to learn !

[davalew] 13/1/2015 12:42

Since Afren is an oil and gas exploration company suffering the current downturn in petroleum prices and the consequent effects upon the prospects of marginal oil extraction, their results and recent stock value fall are not really relevant to Anite.

[picobird] 13/1/2015 12:35

Deutsche Bank reduces target price on Spirent from 105p to 90p. Also noticed that they knocked about 50p off Afren mentioned above, not that I know anything about Afren or even heard of them.
Apparently it is an oil share. With OPEC set for the long term none of those oil companies look attractive right now. The U.S. will not be reducing output either only innovating cheaper extraction costs for shale.

Changing the subject back to Anite. I was very impressed when examining the Nemo equipment range worldwide sales spread. Based in Finland they seem to have made inroads right across the globe, including Russia. Bodes very well for Anite.
It seems that if we exclude the EU, Russia is Finland's biggest trading partner followed by the US. So it's a very good location to base a business. (End of Rant)

[jeffcranbounre] 12/1/2015 15:09

Anite is featured into today's ADFVN podcast.

To listen to the podcast click here>

In today's podcast:

- Technical Analyst Nicola Duke will be chatting and charting, Anite, Big Yellow Group, ITE, Union Jack Oil, Afren. Nicola on Twitter is @NicTrades

- And the micro and macro news including:

Quindell #QPP
Afren #AFR
Shire #SHP
ITV #ITV
Taylor Wimpey #TW.
Big Yellow Group #BYG
ITE #ITE
Union Jack Oil #UJO
Anite #AIE
Unite Group #UTG
Pace #PIC
Royal Mail #RMG
Prudential #PRU
Hikma Pharmaceuticals #HIK
AO World #AO.
Betfair #BET
Sound Oil #SOU
Advanced Oncotherapy #AVO
International Airlines Group #IAG
Afren #AFR
Ophir Energy #OPHR
Premier Farnell #PFL
New River Retail #NRR
Victrex #VCT
Catlin Group #CGL

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

As a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[picobird] 12/1/2015 10:16

More likely to be a company that needs it's business to be complemented by Anite.
Anite need to grow so they will be looking for more Xceed's to diversify without leaving the Test & Measurement sector. At the same time they need to keep what little cash they have to prepare for 5g updating toolset-wise.
Networks are becoming increasingly software defined as we can see looking at AT&T & Ixia and the effects those large companies are having in this tech sector.
Luckily, the smaller companies like Anite & Spirent are keeping ahead of the game.
The big companies like Intel need the likes of Anite, Anite need specialist companies like Xceed & at the end of the day with alliances building up we have a merry go round of many companies collaborating much like the Metis 2020 project of which Anite is heading a task force on a channel project.
So there seems to be room for everyone.

[magicmayhem] 11/1/2015 19:41

Spirent to to buy Anite this year or next?

[picobird] 10/1/2015 12:07

Growing demand for 4G rollout services in Europe makes 2015 look a better year for the Telecoms/Mobile market.

[picobird] 08/1/2015 16:44

The Equity Development Team ???
Any ideas folks ?

Is this purely for library research records. Suppose it must be !

The Group Finance director is going to give a 35 minute presentation on ' where Anite is headed'.
Just hope that Paul Beaver & Co give him a good briefing.
After this presentation some two weeks later, we get the IMS trading statement.

The presentation will probably be recorded & put onto YouTube. Sometimes these events help the share price
It is interesting to note that the Non Executive Chairman of this company is 67. Could it be that the board are now preparing younger executives for higher positions. I think Paul Beaver is perhaps a prime candidate for a position on the board.
Incidentally there are video clips of the Nemo range on YouTube.

Changing the subject it is perhaps interesting to note that a new battery technology is on the scene that will triple battery life & also make recharging a matter of minutes & not hours. That should make smartphones even more desirable especially for Asian users who use their phones in lieu of a computer.

[hannahh] 08/1/2015 15:57

If you would like to see Richard Amos, Group Finance Director, present on behalf of Anite, with the opportunity to ask him questions please follow the link below. The forum will be held on 21st of January from 5pm, registration is free.



Also presenting are easyHotel and Flowgroup.

Thanks,
The Equity Development Team