RE: Risk/Reward29 Jul 2014 16:52
Bag tags are not a dead cert, but looking very positive - and not just for BA - other airlines are also looking at this type of technology, so if we break into it then there are avenues to follow.
Densipaper at the moment is dependant on uptake from advertising providers, I expect an announcement regarding trials and negotiations at the beginning of August, I wouldn't like to second guess what will be said regarding time scales as the company has kept it pretty close to their chest.
The board know what they are doing, I will say that. I know some of them personally and through prior business dealings back in the dot com times, and I'm well acquainted with one of the larger customers who is currently in the process of rolling out some large advertising displays across the UK, they look very impressive and seem to stand up to the rigours of Scottish weather which is a good sign!
We hit hard times after 2000, but to be honest that was more to do with the price being over-inflated because of the sector at the time than through anything that the company did directly wrong. We have done well to weather the storm since then and keep operating and even paying dividends until this year. The August announcement should have something to say that we are now approaching business as usual. If it does, the price will probably rise significantly, but personally I would take the risk of missing out on a the initial benefit and hold off investing until it is more certain.
Happy