Ashoka India Equity Inve... Share Discussion Threads

[rathlindri] 08/5/2014 10:17

I don't think I have ever seen this BB so quiet. We seem to be stuck in the doldrums ( a bit like the current share price). When are the trade winds going to blow (so to speak)??

[picobird] 02/5/2014 11:57

wynmck
Thank you very much for that news.
So Q4 like last year is going to be strong.
Seems like we will probably hit the lower end of expectations then for the year, a fantastic achievement considering how poorly the markets were in 2013.

Actually going to get a decent volume today. After the trading update there should be a blitz of buyers. Get this baby back on track.

02/05/2014
Northland Capital Partners reissued their buy rating on shares of Anite plc (LON:AIE) in a research note released on Thursday morning, Analyst Ratings Network reports. They currently have a GBX 120 ($2.02) target price on the stock.

[wynmck] 02/5/2014 10:28

Shares mag:
Dial into Anite.
An acceleration in4G investment holds out the prospect of a strong year end for Anite's handsets and network testing businesses.
With the counter down from January's highs,a positive year-end trading update,expected inside the next10 days,could prompt a recovery.

[picobird] 01/5/2014 15:01

What I am sure about is that today is the first day of an extremely good new trading year for Anite. It's going to be MEGA.

[picobird] 01/5/2014 12:49

My old favourite - tree shake. The sites vary between sales & buys. This one shows sales & elsewhere buys.
Anyway, I think the mm's need more stock.

[mbmiah] 01/5/2014 12:01

WTF? I said that when it turned blue lol

[picobird] 28/4/2014 08:34

27/04/2014

Anite : to Demonstrate Nemo Solutions at the LTE Latin America Conference

Takes place
28 to 30 April 2014

[picobird] 26/4/2014 16:31

Got a feeling that this may be the year that Anite is absorbed/ merged with another company.
The chairman Clay Brendish is quite an achiever. He founded a software company in 1979 called Admiral. That company was merged in a takeover by CMG. Then there was a takeover by Logica - ad infinitum so to speak.
Anyway the guy is worth millions. The thing is that with such a healthy open mentality that the management of Anite has towards increasing ' excellence', it would seem more than likely they would not push a predator away, but come to a mutually agreeable conclusion.
The CEO holds 1.8 million shares & no doubt would like to see at least 5 million GBP from that holding before considering selling.
If a scenario along these lines is going to kick off then May would seem to be the probable starting month.
Just my opinion so you can take the above with a pinch of salt if it suits.

Clay Brendish
Background
Mr. Clayton M. Brendish, also known as Clay, CBE serves as the President of the Institute of Management. Mr. Brendish has been in the computer systems environment and high technology industry for over 30 years. He served as an Advisor to the Government on the efficiency of the Civil Service. He served as an Advisor to the Chancellor of the Duchy of Lancaster and the Office of Public Services on their respective Next Steps Agencies from 1993 to July 2000. He played a prominent role in the privatisation of Her Majesty's Stationery Office (HMSO), the Civil Service Occupational Health and Safety Agency (OHSA), Recruitment and Assessment Services (RAS) and Chessington Computer Centre. He co-founded CMG Admiral Plc (it acquired Admiral plc) in 1979. He has been Non- Executive Chairman of SThree Plc since May 1, 2010 and Anite plc since October 4, 2005. Mr. Brendish has been a Non Executive Chairman of Close Beacon Investment Fund since 1995, and Echo Research Ltd since July 2003. He serves as an External Chairman of The Meteorological Office board. He served as the Chairman of GlobeOp Financial Services S.A from June 12, 2007 to April 27, 2009. He served as an Executive Chairman of CMG Admiral Plc. He served as an Executive Deputy Chairman of CMG Plc until May 2001. He has been a Director of SThree Plc since May 1, 2010. Mr. Brendish has been a Non-Executive Director of Anite PLC since October 4, 2005. He serves as a Non-Executive Director of Elexon plc, Echo Research Limited, Close Beacon Investment Fund, British Telecommunications and CMG plc. He serves as a Director of Defence Logistics Organisation, Defence Communication Services Agency (DCSA) Test and Itchen Association Limited. Mr. Brendish serves as a Trustee of the Economist Newspapers Ltd. He served as a Member of the Administrative Board at Elster Group SE from August 31, 2011 to August 24, 2012. He served as a Trustee of The Economist Group Limited since 1999. He served as a Director of Herald Investment Trust Plc from July 23, 2001 to April 17, 2012. Mr. Brendish served as a Director of Group NBT plc. He served as Director of GlobeOp Financial Services S.A from June 2007 to April 27, 2009. He served as a Non-Executive Director of CMG Admiral Plc. He served as Non Executive Director BT Group PLC, from September 1, 2002 to August 31, 2011. He served as a Non-executive Director of Ordnance Survey from 1993 to 1996 and served as a Member of the Malaysian British Business Council until May 2001.

[davalew] 24/4/2014 14:07

Pity the bloody market is too damn ignorant to understand what is going on right under their noses! :-(

[picobird] 24/4/2014 11:55

24/04/2014
Good tech news release today with special mention to Samsung.

The latest releases of Anite's Nemo Handy-A and Nemo Walker Air bring advanced technology and cell forcing features with Samsung Galaxy Core LTE

Their focus is right on the money.

SPT dropping some of their gains yesterday with Deutsche Bank dropping their target price by a penny.
Anyway I have a good feeling about the Q4 results for AIE. It's also going to be interesting to hear about the Travel sale which will probably be announced with the trading update in mid May.
The P/E ratio really needs to be sorted out.
Touch wood, but the company really has learnt how to get things right compared to a number of years ago. Speaks volumes for the management.

[picobird] 23/4/2014 20:47

Tiny volume today for AIE. People not making a real connection as the SPT statement relates to their own problems in 2013 to a great extent.

[sg1972] 23/4/2014 20:29

Can someone explain this, you guys mention spt, shouldn't this have gone up on the back of today's positive statement by spt? Concerning the market ignored this?

[picobird] 23/4/2014 15:07

SPT price jumped last week - for those lucky enough to be in the know.
China & in fact all markets are on the up in 2013 re SPT statement.
Q4 looking good for AIE.

[brando69] 23/4/2014 14:27

only trouble with that approach werty, as you know, is that level 2 can be manipulated day to day and hour to hour - hard to get more than an instant snapshot. smoke and mirrors...

[werty5] 23/4/2014 14:05

Also still here looking at Anite for a good entry point to try again. The news from SPT can only be taken as a good indication of where Anite might be heading in a few weeks after the next update. I was hoping for a stronger chart pattern to emerge but it looks like I will have to take the plunge and invest anyway so going to observe level 2 today and see if things look to be stacking in our favour to hop back in.

[rathlindri] 23/4/2014 13:34

Hello Salpara111, well I'm still here. I also noted the SPT share price rise.... like you I would like to recoup losses.....asap please!

[salpara111] 23/4/2014 13:09

Has everyone given up and gone home?
I see that SPT has issued a rather more upbeat trading statement today, hopefully AIE can do likewise and I can recoup some of my rather substantial losses!

[rathlindri] 17/4/2014 15:32

Reverse head and shoulders/bowl today again, or perhaps an upside down easter egg tree shake?? but, WTFDIK?? :-)

[picobird] 16/4/2014 15:51

Cannot understand why SPT has jumped today. Tiny volume, must be a reverse tree shake or something. MM's playing games? Perhaps they want the stock if they anticipate buyers tomorrow. Okay, there has been tech news today but since when did the news ever affect the price.

They got the excess of sales so there must be a buy order in the pipeline?
The tech news looked good but tech news is never bad. If the MM's are having problems getting stock I think both SPT & AIE could be due to rise. The P/E of SPT is over 30 with AIE about 13. The market will need to correct that differential eventually because it makes no sense.

[brando69] 15/4/2014 16:59

something of a port in a storm at present...

[picobird] 11/4/2014 19:40

Cheers werty5

[werty5] 11/4/2014 19:20

Fair enough Pico I must have misunderstood what you meant. I am never a critic of other people and how they trade because I have seen far too many who are get egg on their face. I take my hat off to you by the way for your knowlege of Anite which does seem to far exceed most people who trade including myself. Good luck and lets hope things continue the way they have over the last few days.

[picobird] 11/4/2014 18:46

werty5
I have never said that people who have sold in Anite have got it wrong.
If I were a momentum trader I would have sold myself. Such traders trade on a stop loss basis limiting further exposure to a possible downtrend. If I were in this category of trader I would have done exactly the same.
Basically I am too old now to have the time to trade in different companies. I am happy with a company that I know.
I think the difference in approach is something that becomes all to apparent when the short term holders seemingly appears to have little idea about what the company is all about. It is just a different outlook on investing but can be an eye opener for a long termer like myself.

Incidentally, most of these technology companies that win awards are usually taken over fairly quickly. So that should have happened a far while back. The Travel side has stopped that from happening. With the Travel side out of the way perhaps that will correct itself fairly quickly.
I am sure the directors will use all the powers at their disposal to time any sale in order to maximise a bid offer. After all, they will not be in a position to stop a bid being made.
Perhaps if this situation occurs soon enough I might just be able to invest spare funds on a momentum basis myself, who knows !