ADVFN Logo ADVFN

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for charts Register for streaming realtime charts, analysis tools, and prices.

ATV Antonov

59.00
0.00 (0.00%)
Last Updated: 01:00:00
Delayed by 15 minutes
Antonov Investors - ATV

Antonov Investors - ATV

Share Name Share Symbol Market Stock Type
Antonov ATV London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 59.00 01:00:00
Open Price Low Price High Price Close Price Previous Close
59.00
more quote information »

Top Investor Posts

Top Posts
Posted at 15/11/2008 21:13 by moob
i think you will find it is not an "institutional investor" but a spiv and the sale price is an average of the previous few days - presumably where they have dumped the placing stock out before take it from the company.

Ask yourself with all the umpteen "issue of equity announcements" why there has been no one go over 3% - reason is there is no investor as the shares are being dumped in the market.
Posted at 15/11/2008 16:52 by crystalclear
Why would anyone invest in a new transmission system when they aint sellin cars?

The Chinese car industry is growing, and even without growth it needs it's own 6-speed transmissions, instead of them being made by Aisin in Japan, boated over to China, and then unloaded and transported to central China where cars are made due to lower labour costs than along the coast.

As well as growth within China, the Chinese car industry is going to start exporting. That is going to increase the growth in the Chinese car industry further. To do that, they need their own intellectual property: SAIC cana't export VWs to Germany, but they can export Rovers,and Nanjing can export MGs.

Soon, Loncin Antonov will be able to supply Chinese car makers with a Chinese gearbox.

Is the equity to pay for wages? Yep, sure it is. They are selling 20p shares for 21p to institutional investors. You can buy them cheaper on the open market. Whether you take advantage is your choice.
Posted at 01/5/2008 11:24 by crystalclear
Loncin is a leading Chinese manufacturer of high specification motor-cycles, small engines and a range of automotive components. Start of production is scheduled for mid 2010 with initial planned production capacity of 200,000 units per annum. However, the current high level of interest from Chinese automotive manufacturers indicates that the plan will need to allow for growth in this capacity to above 200,000 units per annum, which is now being taken into account within the planned production facility.

Joint venture negotiations with Loncin are expected to be completed in the
second half of 2008 to set up a manufacturing plant in Chong Qing, PRC.



The production date and quantities are important. It is quite easy to just plan for 200,000 transmission per annum and say 'we'll expand production later if we achieve those figures'. For Loncin and Antonov to be already planning-in increased capacity, the Chinese car makers must have shown plenty of interest.

200,000 transmissions costing about 1000 Euros each. That's a lot of money that'll be flowing through the joint venture in a few years' time. Multiplying and dividing by 10 for a comparison, how would investors value the company if it were 2 million barrels of oil at 100 euros?
Posted at 19/10/2007 01:29 by energyi
SUBJECT: RE: ATV drilling next to KXL''''s Hercules .... Posted By:JerryFrancis
Post Time: 10/18/2007 16:50

Good evening guys and gals,
Blacknite4, 20 holes into 1200 meters is approx. 60m per hole if I understood you correctly. At Ferguson Lake, Nunavut they drill about 250m in a about day and a half. Notwithstanding challenges and the fact that I do not know the terrain and I am a new investor, couldn't ATV drill the entire 1200m [20 holes]in less that 2 weeks? I guess my real point is that it shouldn't take a protracted time frame to accomplish that drilling campaign.
Best wishes, Jerry Francis

2/
SUBJECT: I spoke with Mark at the IR dept today Posted By: JerryFrancis
Post Time: 10/18/2007 17:00

and asked him that question about the proximity of our property to KXL's. He said that ATV's property abuts [runs right into the border] the KXL property at their discovery sight. Needless to say I became a share holder. A little late perhaps but still on time me thinks.
Jerry Francis

3/
SUBJECT: Drilling Posted By: score101
Post Time: 10/18/2007 18:00

I was told by the ir guy that they wont be drilling until November on the Mud Lake and news should be about the finance close and then the drills turning.......what a sight for sore eyes I tell ya
Booyaa..

4/
SUBJECT: How close is ATV from Kodiak? Posted By: i8email
Post Time: 10/18/2007 18:53

Any map?.. When do they expect Drill results?
By the way.. I just listen to Sage Gold Interview (SGX).. WOW!!
Posted at 24/7/2007 14:50 by crystalclear
Maybe some London investors will need to hold an internal meeting to approve trading after the AGM, or maybe nobody went. I guess the next few days will tell.
Posted at 28/9/2006 14:38 by crystalclear
I wiped £1m off the market capatalization once by just thinking of selling some. The brokers called the market makers, the market makers dropped the price, and so I changed my mind.

You've got to laugh really!

As long as there are net sellers, the market manipulators gain by dropping the price, as they buy cheaper. As soon as people turn net buyers, they will have to change their stance.

My guess for that is the at the end of October.

GM's performance subsidiary Wheel-to-Wheel have a good chance of having their Antonov supercharger units ready. The fuss over the Antonov AR500 Mustang should have been turned into a product they can sell by now.

There is less visibility for Honda production which is overdue, but I expect an Antonov based Honda IMA sometime, due to the Honda patents, and I hope Great Wall take the Antonov 6-speed, but it is probably beyond most Chinese companies to design a 6-speed. Furthermore, if Great Wall don't take it, it must nevertheless be close to a production ready design that another Chinese company wouldn't really be able to refuse. (They want their own intellectual property and not to be dependent on ZF, Getrag and the rest of the car industry. Like the Chinese, Antonov does not fear losing German, American and Japanese jobs to China!)

What is nice about the collapse of Powertrain Limited, is that Antonov will own the complete gearbox design and will get royalties based on that. Antonov are now a full service gearbox designer and not just an IP company. Torotrak are also entering production with their lawnmower gearboxes, but they will own 50% compared to Antonov getting 100% on the Antonov superchargers, made with parts Antonov buys from NZWL and Rotrex, and Torotrak's finances mean that MTD might end up taking a stake in Torotrak and ultimately controlling the whole operation. (Torotrak do not have a large institutional investor like Antonov, so who is to protect them? They don't have large director shareholdings either.)
Posted at 23/7/2006 02:08 by crystalclear
Price drop.

This seems to be overdone. Antonov is constantly raising money to invest in R&D and a recent announcement of a debt for equity conversion plus mention of possible future funding requirements was taken my the press (and subsequently by the markets) as some sort of financial crisis. In the sense that Antonov has regularly been low on funds and raised money, the current funding position is better than it has often been in the past.

MG Rover.

I believe Antonov were working with Powertrain Limited on the 6-speed 5th generation Antonov Automatic Drive (AAD), and the Dual Clutch Antonov transmission (DCA). However the works started with the AAD. SAIC I believe have a preference for the dual clutch Antonov transmission, which can only powershift between odd and even gears (like the VW dual clutch transmissions). That basically leaves Nanjing as a reasonable target for the AAD, which Antonov invented first and put money into developing for production.

I don't believe Nanjing have the facilities to put the transmission into production. Great Wall Motors possibly do. So Antonov would like to get Great Wall Motors to produce the transmission. The advantage for Great Wall Motors is that they could possibly use it in the small cars they are developing too.

Whether Great Wall Motors are having doubts, or are just in a process of due diligence is hard to tell from the outside. That concern has possibly spooked investors, as Antonov have announced a three month delay in Great Wall's decision. This seems to have delayed a payment by Great Wall Motors, and while that shouldn't - as far as I know - affect Antonov's finances much in the long term; maybe the payment falls in a different accounting period and will make the company look worse in the next published results.

Toyota.

The result of the court case is due shortly. Weak investors that cannot afford to take a hit if Antonov lose the case might be partially or completely reducing their holdings. I am unaware of the size of typical punitive damages, but some press articles indicate that Antonov could be awarded an amount significantly exceeding its current market capitalization. So that is a possible plus, for the stronger shareholders that can afford to run the risk.
My persoanl belief is that the downside risk is minimal as the share have already recently taken a beating, and I don't think possible Toyota royalties are currently included in Antonov's share price to any real extent.

Superchargers.

Another negative effect on sentiment is the Antonov supercharger. Many investors (including myself) believed that GM (or more correctly its subsidiary Wheel to Wheel) had developed a supercharger kit for sale to the public. It now appears they developed it for a publicity run, and that the first real applications will be the Hummer H3, and another vehicle who's name escapes me at the moment.

Although not important in the overall scheme of things, it seems to have upset a few private investors. The real importance of the supercharger however, is in the potential for downsizing engines and to demonstrate that the AMM is a commercial product. Antonov have had an enquiry (not an order) for 100,000 suprchargers, presumably with downsizing in mind. AMMs used as accessory drives can save about 4% on a vehicles fuel I believe, and this is another large potential market, in view of the importance to manufacturers of improving their MPG, both on paper and in the real world, due to petrol prices.


Honda.

Many people are forgetting Honda, since it takes three years or so from contract to production. The contract was signed in February 2002. Production is now overdue. I believe it is now too late for Honda to bring out an AMM based car gearbox. That means their potential applications are maybe superchargers, and front end accessory drives. My bet would be an Antonov based front end accessory drive, which Honda might call Integrated Motor Assist. Their current offerings mean that the air-con, water and oil pumps turn off when the engine turns off at traffic lights; or electric pumps etc need to be used.

I believe Honda will produce something.
Posted at 17/7/2006 11:10 by crystalclear
I don't think that is true Little Bert.

Your assumption is that shares can be bought in large quantity by Toyota at the current price. In the past I have knocked a million pounds off Antonov's market capitalization trying to sell £1000 worth. The Market Makers immediately dropped the share price on me and no shares were actually traded (in London).

So Antonov's market cap can swing a million pounds on no trade just by the market makers trying to scam investors.
Posted at 30/5/2006 12:18 by crystalclear
PS. Antonov are presenting their supercharger to UK investors so the price is likely to move if some investors decide to buy more and others decide to sell.
Posted at 03/3/2006 12:36 by crystalclear
I have tidied the SAIC thread a little.

The Yizheng factory appears to have received an official name, SAIC Motor Manufacturing, (different to the initial proposed name SAIC Luwei of something like that); the government has given its approval to own brand manufacturing; a large investment has been made (circa $455m); and the Shanghai daily has reported that BMW have given up the Rover brand name to SAIC.

Press reports state that SAIC should be producing its own brand vehicles around September which is just 6 months away, and give volumes of SAIC own brand vehicles in 2007, 2009 and 2010. The first of these is likely to be the SAIC version of the Rover 75. Antonov is designing a dual clutch Antonov transmission and manual variant: work continuing from the alliance with Rover's Powertrain Limited. The agreement with Powertrain was penned about a week after MG Rover sold the Rover 25 and Rover 75 designs to SAIC, so the Powertrain agreement was likely to have been for SAIC right from the start, MG Rover having been too small to justify simultaneous development of several new gearboxes (AAD for Rover 25, DCA for Rover 75, manual version of DCA, etc).

=

Around September the result of the Toyota court case should be known. Not too many Toyota Prius's are actually sold in Europe so if Antonov win, the rewards might be low. There is the possibility of punitive damages being awarded.
I don't know how big they can be, but some press reports indicate Antonov could be awarded a sum similar to its market capitalization!

=

Honda might enter production soon. I suspect an Antonov based IMA is the reason they signed a licence in 2002. The time to market indicates their product could be around soon - if they have not changed their minds.

=

Antonov superchargers should be on sale to the public shortly, and there is the possibility of an order for 100,000 units from an OEM.

=

Great Western Motors have used up some of their 6 month decision period so I guess there are at most about 3 months left for them to commit to Antonov transmissions unless they want to restart some negotiations on possibly less favourable conditions - once a time waster always a time waster?

=

And Nanjing, having bought MG Rover will want transmissions for their MG Rover based vehicles too. The Chinese prefer automatics, so new cars with old 4-speed manuals doesn't sound like a viable option, and having bought Antonov's partner, Powertrain Limited, it would be sensible if they used it.

==========

So all in all, I think there are adequate reasons to explain share trading. What is harder to explain is relative price stability, but since this has received relatively little publicity and there don't seem to be a large number of buyers in fierce competition with each other, maybe that isn't so surprising either. The sellers will tend to be small private investors that bought some time ago and that could be disillusioned. Very often they need cash for personal reasons a few years later and are forced sellers regardless of the price, or they are inexpericened investors not really capable of valuing a company based on probabilites of successes, future sales volumes, discounted cash flow, etc.

===

I think Antonov as a share will not really be popular until they have a dual clutch Antonov transmission on the market, and Joe Public has a dual clutch transmission in his car. This should be around 2008.

Your Recent History

Delayed Upgrade Clock