AZ Electro. Share Discussion Threads

[robertfaulkner] 05/12/2013 11:42

No such luck, sold out at 295p some years ago, could have bought back in for much less than that.

Real sicky, I have £60k waiting for Randgold Resources(gold mines) to drop to a low when Gold hits bottom. If only......................

[nomdeplume] 05/12/2013 10:06

Robert: I hope you were still a holder. Those in the 'know' may we'll have bought while still talking the share price down. There may be a similar situation with Anite. I bought a little early but I am still expecting a profit soon.

[johnnycomelately] 05/12/2013 09:13

Pleasant way to start the day.

[nhp5] 05/12/2013 08:42

Well done holders!

[robertfaulkner] 05/12/2013 08:36

If only I'd known!!!!!!!!!!!!!!!!!!


How could it have dropped so much without those in the know buying ?

[bad robot] 05/12/2013 08:25

Very nice boys.

Happy for you guys

[saltaire111] 05/12/2013 07:56

Jackpot! Merry Christmas all!!!

Salty

[soundbuy] 05/12/2013 07:45

Congrats - watched the fall but alas no position :(

[alchemy30] 05/12/2013 07:10

Congrats, lovely premium !

[nomdeplume] 26/11/2013 16:58

A bit better today, Robert. Hopefully the start of a trend. I see no reason to be too pessimistic when their market is expanding.

[robertfaulkner] 25/11/2013 17:37

Slow relentless dropping, will it go below the spike down of 240p as in April?

[nomdeplume] 15/11/2013 14:53

NHP5: i'm not sure that your argument that the share price will fall is well founded. Tablets and phones sales tend to be cyclical with most manufacturers releasing new phones and tablets in time for the holiday season. Most tablets and phones are therefore bought about this time of the year and AZEM's share price is also cyclical: generally, it falls in the middle of the year and rises at the end of the year and the first part of the New Year.The tablet and phone market is still expanding, but total sales must to some extent reflect the general world economy. There is a big expansion planned in China with the introduction of new networks. The world economy will not stay depressed for ever and I can see the AZEM share price rising steadily over the coming months.

[robertfaulkner] 14/11/2013 13:31

Thanks NHPS, I suppose any tip has a 50-50 chance of being right

My tip was bang on the 50-50

Right about buying the share, wrong telling to sell the share

[nhp5] 14/11/2013 07:50

Robert: please never follow any red hot tips! Please do your own research and re-evaluate a company to see if you still think its good value for you. I normally cast my eye over companies again I've bought that go up significantly and ask myself, would I buy this again today? If the answer is 'yes', I will hold and possibly top up, if not, consider selling. But tipsters often have very hidden motives and have stakes (direct or indirect) in the companies they tip and ramp and deramp. Please be very careful. Best of luck.

Ps Can't see this share will go anything but down in my opinion. Yes tablets are becoming more popular, but that doesn't mean AZEM are the best in their sector and have a piece of the action. Tablet sales have been rising for some time, but that hasn't been translated in AZEM's performance which has gone in the other direction. In fact, as NEIL pointed out, they envisage 'softness' in demand which would worry me as an investor here. I agree, profits warning likely and insiders probably know it hence the decline in share price Trading update was very alarming to me.

[robertfaulkner] 12/11/2013 08:34

I thought AZEM products go into tablets and smart phones, won't a big pick up in consumers electronics see AZEM up to 400p again.

This was the only share I'd owned that I got a red hot tip to buy, and then 6 months after IPO told to get out, I did and missed the last 100p of SP

AZEM's share price seems to have an ability to surprise

[neilgp] 08/11/2013 12:53

Can I respectfully ask why holders feel their is upside to AZEM?

I can't really see it; the IMS had plenty of red flags with revenues down, indications of 'softness' in demand which likely to continue to year end, etc. Doesn't seem to offer any reassurance of improvement in the short/medium term and the chart is clearly trending down. Wouldn't be surprised of a profits warning announcement. And its not exactly cheap either at circa 15 x PE. Open to meaningful/mature discussion so welcome your thoughts please? Regards

[nomdeplume] 05/11/2013 09:16

No, not in Sirius but I am in Kenmare, a titanium mine in Mozambique. I bought in years ago at 20p - took up the rights issue at 5p after the Irish banking crisis - saw the shares rise to 60p but held on as they looked as if they could make a pound. They are now 20p again!

My biggest problem is not banking profit when it's there. I'm trying to overcome my reluctance to sell which is why I sold FirstGroup at +10%.

Hopefully, AZEM has now bottomed, I think it had some problems with deferred orders during the recent American money problems.

[robertfaulkner] 05/11/2013 08:33

271p looks very good for any sign of increased profits, they were well over 400p in April.(just looked at IG, you could sell at over 280p)



Good luck, I hope you are not in Sirius Minerals SXX, my worst 'investment' a potash mine in the North Yorks National Park, they can't seem to get planning permission and I'm down over 50% and it keeps drifting lower

Planning comes up again in April next year, could be worth a look(in Feb/March) if good rumours say they will get PP

[nomdeplume] 04/11/2013 16:16

Robert - nice to see you here. Either we have similar portfolios or you are on nearly every board I visit. I bought in recently at 271p but they did go lower than that after I bought. This may well be the proverbial bouncing feline but brokers seem relatively optimistic.

[robertfaulkner] 04/11/2013 15:28

Even when th FTSE is up 50 points AZ is still going down, now 280p down 1.5%

[robertfaulkner] 04/11/2013 08:57

This tread used to be full of posts every day

What has happened has everybody sold their AZ shares?????

24th Oct management statement was a bit depressing.

As I've said, I sold out at 295p a few years ago, a long long way below it's peak, I could get back in around 280p, will there be life in this share again?

[major clanger] 27/9/2013 16:41

Broker downgrade:
Numis - Reduce from Hold - TP 270p
More here:

[bulltradept] 04/9/2013 10:32

Broker Views

Date Broker name New Price Old price target New price target
16-Aug-13 Morgan Stanley Overweight 317.80p 380.00p 380.00p
16-Aug-13 Canaccord Genuity Buy 317.80p 414.00p 389.00p
16-Aug-13 Deutsche Hold 317.80p 380.00p 350.00p
08-Aug-13 Canaccord Genuity Buy 329.90p 414.00p 414.00p

[robertfaulkner] 07/8/2013 18:36

So little interest on this volatile share, I sold at 295p and have been surprised I could have bought and sold since and made a big profit or bought high and sold low and made a big loss.

All the money I'm prepared to put into shares is now tied up so I can't reinvest yet

[robertfaulkner] 25/7/2013 20:15

Any reason given for downgrade, I thought AZEM was linked to tablet and smartphone sales and they are still buoyant