Axon Share Discussion Threads

[blockbuy] 25/9/2007 16:02

yep.........never a dull day............pension funds time I think..........you know, that time of the month where your salary gets ripped of well hard earnt cash and is put to the mercy of some fund manager...........lol........

mind you looking at the % holding rouges gallary above I'd be happy with my pension in one of their funds seeing as they hold Axon..............

1st selling mm is MLSB at 878................fingers crossed for a blue finish considering the US and UK are well of their lows of the day.........

nice.............

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[shareman2] 25/9/2007 15:49

Never a dull day scottie

[scottie01] 25/9/2007 15:38

Some strange trades going through!,ho hum makes it interesting;)

[blockbuy] 25/9/2007 15:18

ok, the US is on the up..........the Nasdaq is already in positive territory..............UK recovering it's earlier drop...........

nice.............

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[blockbuy] 25/9/2007 12:50

that's the same for all stocks rogid and that's why many now are predicting this is the end of the tightening cycle for many economies.......talk even of the UK cutting...........predictions for Fed are to cut 0.75% off rates overtime down to 4%...........think they've got the eye on the ball there now finally...........the more bad news that comes out now since last weeks cut, the better chances of interest rate cuts imo...........

the last thing that governments want are massive slowdowns as they need to get voted back in............

Axon survived the last slowdown (2000-2002) and has come out the otherside stronger than ever...........seems to be a business model that works very well..........and don't forget the business that Axon is involved with is there to reduce costs and improve efficiencies..........companies need to drive this no matter the environment imo..............

nice.............

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[rogid] 25/9/2007 12:40

I hope you've got stop losses in place to protect those lovely gains. The markets are probably going to be, at the very least, volatile for the foreseeable and the chances of an economic slowdown seem to be increasing. This half point rate drop is a temporary reprieve in my view and hasn't really solved any ills - if anything it will worsen the deferred problems with its effects on inflation and $ weakness. Don't mean to be negative but I would not be comfortable with big long positions on anything at the moment, other than boring long term, big cap stuff. All good fun though, isn't it. Best of luck.

[joestalin] 25/9/2007 12:03

AXO is 50% of my portfolio now. Over 100k worth. I am not looking to add now, as this is no longer a doubler. I believe the oil e&p sector contains the multibaggers now.

[blockbuy] 25/9/2007 11:55

more like your on holiday all the time...............lol..............

[mrminister] 25/9/2007 11:48

similar story here as well, 98% investment in this stock, noticed 2003, long over 4 figs now, seldom sell, add on dips ect. sleep easy stock, tried big portfolios and takes time up ect....

[blockbuy] 25/9/2007 11:26

as you ask, always had a couple of positions on different accounts rogid, check back through the thread.............by far the largest position is my life changer........average is something around 390 now and has taken a good number of years to build...........I tend to add to this once the dust has settled (end of this week could be good)........

I make some beer money here and there trading spikes and dips............but only in the £10-20-30 per point region - ie nothing to affect the share price and I hardly ever catch the very top or bottom (for example in typing this I've just missed the bounce off 850 and direction change)..........

and not all the time.........in fact probably only about once or twice a month to cover the bar bill............

I used to trade all sorts of stock quite frequently a while ago, but my job changed and I can't put the time and effort required to research etc.........so I stick to medium to long term strong fundamental stocks that require little maintenance............saves a fortune in trading fees now...........lol........

can't speak for the others, some have come and gone and come back again, others have been around for 6-12 months and there are a few that have been in like me from sub £1...........Joe was getting out at £2 as I remember.........lol........

honest enough for you????

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[rogid] 25/9/2007 11:06

Things looking good for you here. Tell me, as well as adding to your positions on the dips, do you actually reduce at all on highs or is it just a matter of piecemeal accumulation into one big long position? I suppose I am just asking whether you are a long term or short term trader really.

[blockbuy] 25/9/2007 09:26

nice one..........looks like a few more worms poking their heads up for you...........lol............


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[shareman2] 25/9/2007 09:18

One or two bb
On the dips
Broker £10 target like shooting fish in a barrel
£11.50 my upward revised target now
Will there be a trading statement in the coming months?

[blockbuy] 25/9/2007 08:45

morning all.............morning there early bird sm................got any worms yet and where have you been off to then tbo???????? you guys get more holidays that I ever known...........obviously I'm in the wrong job............

more stable start today..............no unusual comments to rock the £10 boat...........

NRK is even showing a bit of blue.............that'll be of some relief to those holders there.............

nice.............

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[shareman2] 25/9/2007 07:48

Didnt take any of me thebigone
Will be taking advantage this morning

[thebigone] 24/9/2007 20:25

can't say I've heard any lamer excuses than that from a broker.
company and buisness model expanding rapidly globally.
and they come up a market share of a small % of the globe.
lol.

they shook some stock and are probably very happy with that result

took some more time off
back now
nudge nudge

anything you want putting in the header?

[blockbuy] 24/9/2007 16:43

leave some for us lot lads.............lol...............anyhow.........not sure why KBC did this today............considering we already know focus is on US growth, and leveraging Asia Pacific..............and further development of market verticals and geographies...............see the more recent joint venture rns for that info!!!!!

maybe they just want their 15 mins of fame............they could end up looking a bit foolish if another positive trading statement comes out...........

it's the last line that sums it up for me..................and obviously for you guys topping up on these dips too...............and man this stock nowhere near deserves a 6% drop...............

nice..............

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"Our strategy is to become the global leader in the delivery of Business
Transformation programmes for large organisations that use SAP as their
strategic platform. Our continued successful execution of this strategy has
delivered revenue growth of 56%, an 83% increase in adjusted operating profit
and the creation of a substantial North American business. Even more pleasingly,
excellent chargeability and high levels of client satisfaction have enabled us
to maintain adjusted gross margins* at 29%.

We are now the largest consultancy in the world that focuses exclusively on the
delivery of SAP-enabled solutions. This focus provides us with an opportunity to
increase our current 1% to 2% share of the buoyant $24bn Global SAP Services
market. We will continue to drive growth in our Anglo-American business and
leverage our Asia-Pacific offshore capability. We also aim to build on our
recent successes in new markets such as Financial Services, where we have
recently won a deal with Barclays, and new geographies such as China where we
just won a major deal with Boeing China.

The performance of the business has only been possible through the talent, focus
and responsiveness of our people. As we move to the next phase of growth, I am
confident that our current team will continue to excel and in doing so they will
create an environment which will attract further talent into the business.

We have a strong order book, a good pipeline and excellent operational controls
and we look forward to another good performance in the second half."

[adyjudge] 24/9/2007 16:39

blockbuy -it was one ofthose strange newsflash type things

[mrminister] 24/9/2007 16:08

me to...another £20 pp @ 3.45...cheers

[shareman2] 24/9/2007 16:04

They need to get a bit more subtle when it comes to tree shaking
Two steps forward
One step back
Cant believe i get another topup chance here
Another 25ppp
Another big thank you

[blockbuy] 24/9/2007 15:58

here we are, possibly the reason for the jump...........possibility of another rate cut stateside in October.............

Forex - Dollar rises a touch after Fed's Fisher speaks; Bernanke next up


LONDON (Thomson Financial) - The dollar strengthened a touch from its record
lows against the euro after Federal Reserve official Richard Fisher said the
Fed's rate cut last week prevented an excessive slowdown in economic growth.
Markets have been anticipating comments from Fisher and Fed chairman Ben
Bernanke today for clarification on the Fed's thinking when it cut rates by a
half-point last week to 4.75 pct. The central bank is trying to prevent a severe
economic slowdown following the collapse of the US subprime lending market.
Fisher said the Fed would have risked "unacceptably slow economic growth"
had it not cut interest rates last week.
He said that recent trends on inflation provide "some wiggle room to adjust
our course" on rates, and that if a further correction either toward growth or
against inflation is needed, "we will make it".
Jeoff Hall at Thomson IFR Markets noted that the Fed will monitor economic
data for signals that it needs to act again, but said "there's very little data
this week that would put them closer to a rate change".
Highlights of the US data released this week include Tuesday's existing home
sales and consumer confidence, Wednesday's durable goods orders, and Thursday's
new home sales.
In terms of the dollar, though, other analysts believe the data will be weak
enough to fuel speculation of further rate cuts, and consequently weaken the US
currency.
"The general tone of the US data this week is likely to compound
expectations for further cuts in US interest rates -- with market attention now
settling on the possibility of a further quarter point-cut at the October
Federal Open Market Committee meeting," said economists at Bear Stearns.
Meanwhile, further hints of Fed thinking will come as Bernanke speaks later
today and again on Thursday.






and credit markets' conditions starting to improve..............

Banks Reduce Backlog of Unsold Debt to $370 Billion (Update2)

By Cecile Gutscher

Sept. 24 (Bloomberg) -- Banks reduced the backlog of unsold corporate debt by 2 percent in the past two weeks to $370 billion as investor demand for leveraged loans and bonds improved, Bank of America Corp. analysts said.

Credit Suisse Group last week led banks selling $5 billion of loans to finance Kohlberg Kravis Roberts & Co.'s buyout of credit card-processor First Data Corp. Citigroup Inc. found buyers for $1 billion of loans to Allison Transmission Inc., the auto-parts supplier owned by Carlyle Group LP and Onex Corp.

``The door creaks slowly open in credit markets,'' Bank of America strategists led by Jeffrey Rosenberg said in a research note. ``Clearly credit conditions have improved.''

Banks returned to the market as investor confidence in high- risk, high-yield loans climbed to the highest in two months, according the benchmark iTraxx LevX Index of credit-default swaps on European loans. Goldman Sachs Group Inc., the world's biggest securities firm, Lehman Brothers Holdings Inc. and Bear Stearns Cos. all say the worst credit-market shakeout since 1998 is abating.

Banks in the U.S. and Europe still have to syndicate the equivalent of almost three-quarters of the entire $500 billion of loans held by money managers in America, according to the research published Sept. 22. First Data's banks have kept $17 billion of debt they planned selling for the Greenwood Village, Colorado-based company.

No Fire Sales

``Banks are getting some of their overhanging debt away, albeit piecemeal,'' said Fiona Hagdrup, who helps manage 2 billion euros of high-yield loans at M&G, the fund-management arm of U.K. insurer Prudential Plc. ``Most banks are peddling the message that they're fine and no fire sales are needed and so far, they seem to be sticking to this.''



nice................


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[blockbuy] 24/9/2007 15:36

somethings given the US a kick in the pants.............new session high...........

nice............

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[blockbuy] 24/9/2007 15:06

well a mixed bag generally today.............it's almost as if near normal trading conditions exist..........

nice.............

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[blockbuy] 24/9/2007 12:04

thanks for that Cambium...............agree with sm there........seems a little bit of a limp wristed excuse that one considering US growth and all.......not to worry though.........next trading statement hopefully puts them right...........

ok, looks like the pre open US early trades got the share price back above 900.........and welcome Citigroup to the orderbook.......CITI.........I was wondering if they'd join the rest........such a positive influence they've had since becoming joint adviser with PMUR............

that's 14mms now including the plus exchange............

41.5k v 32.5k total buys to sells on the book...........

nice............

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