will it ever recover to the 38p i paid for them??

Found this on the ADVFN arx thread. http://www.satco-inc.com/index.htm

ARX as got a long way to go with they web site but its a start.

It seems we have some Institutional interest in Aerobox. News out yeserday on RNS, see below folks:


AeroBox plc
29 September 2004


AEROBOX PLC
(the 'Company')

Holdings in Company

The Company was informed yesterday by George Robinson that he is interested in
7,350,000 ordinary shares in the Company. The 7,350,000 shares held represent
7.33% of the current issued share capital of the Company.

The Company was also informed yesterday that FMR Corp. and its direct and
indirect subsidiaries, and Fidelity International Limited and its direct and
indirect subsidiaries, are non-beneficially interested in 3,640,000 ordinary
shares in the Company and 200,000 ordinary shares in the Company respectively.
In aggregate the 3,840,000 shares held represent 3.83% of the current issued
share capital of the Company.

Ends.

Yup I saw that , and thought it looked a positive note. Certainly looked like they had dismissed their supposedly poor recent results( i didnt think they were poor ..i think its just early days in the business development).
Two key issues would appear to be
Did their new manufacturing plant( i think in mexico) come on line in september( as reported) which increased their output potential i believe by ten fold?
Is there any sign of an order from British Airways or follow up orders from Virgin?
They must believe they are going to land substantial new orders or the new factory capability is a waste of time!
Anyone know anything?

i saw it as well...excuse my ignorance but who is george robinson????

i am still holding out for order flow. i really like the story but need something concrete.

big seller out there....

hope something happens--i bought at 38!!

well i wish u luck. i would be a buyer on orders because i think that is the only momentum driver that would get it back to 38.
if u truely believe in this one average down a little, otherwise sit tight and hopefully i will be there to join u on the ride back to that level.

There is hopefull not a lot of downside from here. If they announce any contracts at all it will create a positive response at their current low levels of T/O.If it should be the rumoured large BA order things would get very exciting.

absolutely. my worry is that they start calling for more cash or some rubbish like that....

Its a question of how fast new orders come in and create revenue. However they do have orders to be delivered so the cash they have looks good for a while, but you cant run a company on thin air. They have the production facility and the product and are reportedly in discussions with a lot of the top air companies which they believe will bring the required revenue in 2005.I was dissaponted at the share price drop on their results. They had reported the three orders they had and it was known they had low 84000 T/O for 2003. So no surprises as they are really in a start up position.Its wait and see time i guess

alsolutely. they have been in talks with "25" ailines for 18 months with no traction. i agree that once this is adopted the shares will explode but realistically how long will this take.
what i really don't understand is that the FAA has approved the product, there are real cost savings in weight (and therefore fuel costs), and maintenace charges will go through the floor. is it really a gift horse or a niche donkey? i am sceptical because it is a no brainer product for airlines yet they are really taking their time putting the orders in.

I agree, but here we go .............have to sit ,wait and watch. However if it does get accepted by say BA!One major airline would transform the position.It just does not sound that unlikely. Why have Virgin bought soem? surely it will become the standard for them and its a case of winning the others over.

The product as a concept is a good one. It performs well, it has real cost savings to the airline industry in terms of all the reasons given above (weight, strength, repair costs)........ and fuel savings, especially at the moment. I think, therein lies the problem, albeit a short term one (in my view)Capital expenditure at the moment is a delicate subject with airlines. Many throughout the world are having a torrid time of it (excepting your SIA's and Emirates etc) The airline doesn't just buy 20 or 30 to carry round. So that they can get turned around and meet ATC control restrictions, schedules and passenger requirements, they have to station enough of the containers to meet the demand for the routes they fly. If PIA go to Manchester 17 times a week, they need 8 for each rotation, possibly 3 times a day ! Then allow another 2 for unserviceabilities. That's 26......... for 1 city. Start mixing aircraft types up...... the numbers become very big. How many destinations do PIA go to ? 44 at the latest count ! Woah..... big bucks.
What I see happening is a gradual uptake of ULD's by the majors as their existing containers become damaged/unusable/too expensive to repair. Unfortunately, that is gonna take a while and during that time we have to sit it out and watch as the coffers grow steadily.
What you also have to remember is that not all aircraft use ULD's. Take a 757.... they are very rarely used as bags are loaded into the cargo compartments using a good old-fashioned inclined travelator, with a couple of guys inside the hold and a couple outside. It is all then secured with a big net. (Loosely speaking)
How could it be a more rapid success ? I think the only way would have been for them to be explosion proof. Unfortunately, that's not how they were designed, it's too prohibitively expensive, and it shouldn't be the last line of defence for bomb protection !!

I'm in with them, but they're tucked away under my mattress.

ULD population..... 65,000 Time scale, assuming everyone wants them.... 15 years !! ish

I think you have missed one other point. I read is that they have a weight advantage over other containers which makes the attractive to the airlines as well.If you look at the number of new planes taking to the sky I would have thought there was an opportunity for a faster uptake than you suggest, but perhaps i am being over optomistic. Anyway , like you i also have them "tucked away"

Hi

I covered weight above along with strength and repair costs.... And actually, it's easier to introduce this type of "modification" to a new aircraft than retrospectively. This is because weight and balance figures are worked out for different configurations of ULD position along with the basic weight of the aircraft and crew complement. This information is then produced in the loading manuals and entered onto the centralised loadsheet computers. So........ changing the data for existing aircraft is actually more difficlut and time consuming than starting with the correct data, with a new aircraft. having said that, once it's done, it's done.

As for new aircraft....... Mr Boeing has one of the lowest delivery schedules it's ever had this year with a forecast to increase slowly with the introduction of the 7E7 over the next few years, but even then, the 7E7 may not have ULD's as it's a replacement for the 757 but with better performance and range. Mr Airbus, still produces a fair number, but it's hardly 50 a day is it ?

Am i talking myself out of this one.......... Nah, It'll make a few bob I think

I think its strength is that it does not have to win over a massive number of airlines to make money and as with its refrigerated units they will hopefully pick up "custom "requirements from customers for variations in design which usually make a much higher margin than the standard product.Hey , i think we agree , i possibly think its a bit sexier ? If they get an order from BA it could prove a turning point(IMO)

I hope it does get moving quick i've got 38000 of them now after adding some more at 16p, obviously I believe in this share.

I got into this (mess) at 30p, an increase would be good. I'm not as optmistic, there seem to still be a lot of problems. I've still heard nothing about the manufacturing side - can they be made in quantity? As far as I know autoclaves (I think thats the right term) are not exactly ten a penny, especially at the size needed! Are there any results from the tests donw so far? Buying more at this level to get out of a hole still makes me veyr nervous, they've shown no signs of lifefor ages now even with drips of (potentially) good information.

Sorry if I sound a bit cynical - anyone more cheerful?

I got in at at the same level as you and only the other day bought some more at 16p that was after it was announced that George Robinson had bought 7.33% of the company after meeting the directors,yesterday it was announced that Watermark had now got 4.83% of the company.
G Robinson apparently is well known for his astute business dealing so i concluded that if it was good enough for him then it was good enough for me(I hope) also Watermark are pretty much on the ball and i guess must feel it is a good proposition.