Member Info for Davius

Having lambasted these discussions as open to scammers under ULT, I'll switch tack to offer my support to AKI :) When the share price crashed a short while ago it appeared to be due to a single fairly large sale. The results yesterday caused another fall to the mid 40s. Those of us holding the shares will be pleased to see the news this morning of a joint Chinese venture expected to turnover Eu100m a year, and the related share price rise. The SP is still way under half what it was at floatation in March, not easily explained as the company is performing to expectations. There are lots of tie ups with vast long term potential, they have plenty of cash and a viable business. The problem undoubtedly is the liquidity, a very thinly traded share. I see AKI as a long term investment, a blockbuster in the making, given the ageing population and the potential huge Asian market. I think it will be some time before we see 120p again, but those of us in at the 50-60p range should not have so long to wait.

I'd be surprised if the MOB SP has just jumped on pure speculation, I suspect another leak of information over stakebuilding or takover from within the company. My guess would be an interested party has taken a larger stake following the fall of the shares from 100p to 60p. If I were in the market for MOB I'd mount a bid in the 80-90p range now, maybe pushing a bit higher if the board resists. But hey, I have as many reds as blues, what do I know...

Hope you sold, as they have now tumbled back down and currently 0.26-0.28p. A buyer at 0.47p yesterday morning on the good news is now 44% down before costs. Holding millions of shares makes even a small movement significant. Very hard to judge such movements, take a look at EME this morning, which released good drilling news. Just after 8am they were 55-57p, now 46-50p. Similar progress on the shares, overcooked price on good news which drops back. That said I thing ERX looks good at the current SP.

It seems to me like a sensible decision to switch from ADA to OXS as a short term view. Shame about the loss but you can't win them all. I think ADA does look like a good longer term hold though, several decent contracts set back the shares, by being signed later than expected. However, OXS is more likely to rise quickly on any good news, I suspect.

There were lots of buys at .47p this morning. The bid price is now down around .34p, which would mean a loss of about 30% after costs for anyone that bought first thing. The market seems to think that the SP jump this morning was overdone, in the short term at least. I agree that the potential is vast, but the company makes losses, has few employees, virtually no turnover but with a market valuation of £10m. However you can never discount the prospect of a blockbuster drug. Anyone in for the long haul could do worse. I'd say stick a couple of grand in, then either kiss it goodbye or retire on the proceeds in 20 years time...

Here's one you gamblers might like to take a look at. A thinly traded US company, with a huge SP spread and a recent price crash. My broker had little info on Burst Media, but the LSE web site is a bit more informative: http://www.londonstockexchange.com/en-gb/pricesnews/prices/system/detailedprices.htm?sym=USU122051076GBGBXAIM%20B1263N6BRST In July they reported that they were trading in line with expectations, on September 11th they admitted that this was not so and that: 'the financial performance of the Group for the year to 31 December 2006 is likely to be significantly below current market expectations' The share price, which had been bouncing along at 87p has crashed to 25.5p. Latest results for the half year to end of June are due on Monday (18th September). Too much of a punt for me I think.

MOB still seems to think that a bid might be forthcoming, they've just released the following this morning: In accordance with Rule 2.10 of the City Code on Takeovers and Mergers, the Company confirms that it currently has in issue and admitted to trading on the AIM market of the London Stock Exchange 61,308,597 ordinary shares of 2.5 pence each under the ISIN code GB0033768507. Can't understand why the share price is diving. I'm considering buying these again...

Well, pleased to report there was excellent surf in Ireland, just as well as the old portfolio has done pants while I've been gone. AKI back to where they were when I bought them, so no quick recovery there. NAD drifted off too, and a couple of my other stocks down a tad. Pleased to see WLW and SGP doing well though, kept me at break even whilst I've been away at least. Did keep an eye on the markets whilst away, but in the South West of Ireland you tend to get papers a day late, and they only have FTSE prices so no way to see how you're really doing. Anyway, planning to hold AKI for now...

I feel sure that the drop is profit takers into the stock in the low 50s. Results late September will be a good indication of where the shares are likely to go, I think. I'm sticking with these, off on holiday today for a week so no action in AKI/NAD/etc for me. Here's hoping for a good rise in my portfolio by the time I get back...

I have to admit to selling my XAN holding for a small profit today, I'm off on holiday this afternoon (the surf of South West Ireland is calling) so won't be able to keep an eye on things for a week, closing a couple of trades so I don't go into the red whilst away. No reflection on XAN, 3.6% up after costs.

This rumour is what started the price rise from around 40p a short while ago. Badd news for anyone buying yesterday, as the shares are now at 90p again after a string of sales this morning. You can usually expect some premium to the share price if and when the bid does finally arrive, but I expect these to be volatile for a while.

The share price hasn't been above 1.4 since June and it's recent peak of 1.98 in March had dropped back to 1.56p by the end of that month. Unless they bring out some pretty spectacular news, this is a hard share to make money on because of the 0.2p spread. If you bought at the (mid price) low of 1.1p in early July you're still out of pocket due to the spread and charges. The company said that previously announced orders were going to be seen in next years figures and that this years would be reported as 'materially reduced', which doesn't help. The suggestion is you could expect to see the share price rise for 2006/07, but probably not by much in the short term. They do look to be doing very well as a business though.

Sales up, profits up, growth through takeovers and internally. Share price fall shows how fickle the market is, if the figures are just a tad below expectations then the shares take a knock. It does look like these shares should be higher, P/E of 8 and falling, 3% yield, board predicting strong growth for the year. I suspect a fairer value would be 60-70p at least.

I'm slightly confused by the trades on AKI, in the last two trading days there have been net purchases of over 1.5m shares, including two buys of 460000 shares each on the 24th, and two of 300000 and 160000 (another 460000, same buyer I'm sure). So someone bought 1.38m shares but by splitting them into 4 transactions looks to have 'managed' the share price. It seems quite ridiculous that a single trade of 150000 shares could cause such a share price collapse, the buys of 1.5m shares between them have only a minor impact. Virtually all the trafic is still one way, hardly any sellers at all. I think these will continue to rise.

Was chatting to someone working in the City yesterday who suggested that the large trade at nearly 1/4 of the share price was probably some kind of private transfer, maybe husband to wife, or perhaps sold into a trust fund for example. Or just possibly the company selling shares to raise funds (unlikely though as it wasn't a very large sum). He agreed that it simply didn't make sense to sell that many at that price, and if it had been a director they'd have sold in blocks of 10K to 20K at a time at a much higher price. Anyway, the upshot is that his opinion is that this one transaction should not have had this kind of impact on the share price, and given that the company had no explanation for the fall either, my opinion remains the same, the share are now underpriced. I'm in. This monings trades so far (9am) have been all one way, buys.

You have to recall that the share price fell to below 40p on the back of problems in China, which were expected to have a significant impact on profits. The suggestions and then formal announcement of an approach took the shares up to 80p, and then above 90p on new suggestions of a bid of around 90p. It fell back to the low 80s when nothing happened, and has rebounded again on the next set of rumours. A share rarely falls to 1/4 of it's short term worth (i.e. 40p), a bid might have to be pitched higher than the current 90p level, but I can't see the figures you quote as realistic. If Jamster does prove to be the interested party, they'd have been buying like heck from 40p up. Look at the charts for MOB, I don't take that 10.25p rise as anything special considering where they were 3 weeks ago...

...whos share price has suffered from the vagaries of the AIM system. The company is under valued at the current 60p share price.

This looks to be a fine company and a share price crash of this nature is entirely down to a single trade in a very thin market. Up to the 21st August there had been just 4 (yes four) trades in these shares in the prior 3 weeks. On the 21st August, as you point out, a shareholder dumped 150000 shares at 30p (prior price was 108-113p) and there were 25 further trades that day, mostly buys. Since then we've had daily trades of between 10 and 50+. The market appears to have finally noticed this company following the price fall. AKI has recently signed distribution agreements for its products in Switzerland, Italy, Austria and (in July) Australia. The latter agreement would appear to have the greatest potential since it also covers export of products from Australia into South East Asia. What particularly interests me is this 'strategic alliance' with Australian Biotechnologies Pty Ltd. This company manufactures and engineers innovative human tissue-based products to repair and promote natural healing of human bone and other tissues. I have some limited knowledge in this area, and the range of products worldwide is very small but the potential market quite vast. I disagree that their market is mature, the technology is moving along rapidly and the regeneration idea is much newer (typically artificial disc replacement has been used). What we appear to have here is a successful German company, expanding rapidly and with great potential, whos share price has suffered fro

The idea of WiMax is not to for use with mobile phones, but to replace cable broadband. Most people use mobiles for communications anyway and the 'web browsing' on them is pretty poor, whatever the speed. The option to ditch your land line completely and go wireless for broadband, with something like skype for making and receiving calls, has HUGE potential. A cant see the lack of mobile support having any impact. I do agree with your comment that the rise was due in part to the WiMax test results, but also with the announcement of the wireless trial in Milton Keynes. However, I'm a fickle investor and having bought PXC at 0.9194 I sold on the 21st August at 0.995 for a modest 6% rise after costs, to invest in OXS - see the discussion on that one to see how well we all did :) Now looking for the next opportunity...

I'm a big fan of Xansa, last held them in 2005 for a short time, making a small profit. Share price well down since then though, despite a string of contract wins. One problem been falling turnover, down from £515m in 2002 to £357m in 2006. However, losses in 2002 were a massive £538m against £3m for 2006. Sales for the second half were up though, and they expect turnover and margins will be up for the coming year. A 4.5% yield at todays price offers good support too. I'm back in after a 9 month break...