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

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.

cavman2
Do you know any other things that George Robinson has been involved in? I also believe this will snowball when it gets started, but sometimes despair at how long it seems to be taking(a bit like PDX in this respect). I bought in at 33p or thereabouts.

Watermark are only interested in this because they were issued them as part of a deal to stop "litigation distractions" They were originally issued just under 7 million shares, gratis, and a lump sum of cash, and the announcement yesterday tells us that they've sold the balnce, which is 2.1 million shares. You're going to have to be in this longer term to reep the rewards... As I said, mine are under my mattress !

i would be interested if anyone knows more about this George Robinson...any clues?

George Robinson, aged 46. Mr Robinson is a partner in Sloan Robinson, a UK based
investment management company which he co-founded in 1993. Mr Robinson was
previously Research Director of WI Carr (Far East) Limited, specialising in
Asian equities. Mr Robinson has been a shareholder of Finelot since shortly
after it was founded and has known Mr Dattels since that time. Mr Robinson
currently owns 1,663,000 Ordinary Shares, representing 6.67% of the current
issued share capital. He does not have a significant holding in any other UK
public companies. Mr Robinson is also a shareholder in two Canadian mining
companies in which Mr Dattels has been a significant investor."

Proptrade got this from another BB hope it supplies some answers to your question.

absolutely. i should have known, I used to deal with Sloan Robinson on a regular basis when i was trading in Asia. They are very sharp and when they commit they do so after intense due diligence. i know this is a private holding but still bodes well. i might buy some next week.

most appreciated cavman2.

Thanks cavman2. Looks promising.

I've just got some figures from a buddy of mine regarding the price differential between the new and old ULD's.

The old AKE's are approximately 500, the new ones are 1300 and the weight difference is 10kg's. It all comes down to capital expenditure again..... IMHO. However comma New deliveries should hopefull go with the new ULD's and when they're knackered, I would like to think that they will be replaced with Aerobox units. Saying that..... my airline buddy researched them and his company still went for the Nordisk ones. Why..... capital outlay !!

Time to top up ??

shedjock, I find your comments really worrying .If the figures are correct I can not see any market for these. From an ROCE perspective they would be negative and never repay the investment.It poses the question why have Virgin or anyone else bought any?We could do with a response from Aerobex. I would have to suggest that perhaps the price differences are not 100% accurate. If they are, their only market place would be for any special/custom design demands? Thanks for thr post and would be interestd if you hear anything else

Does anyone remember when the factory was due to be up and running or if it already is? If it is open what are they doing with it as have not heard of any sales requiring production.If the sales don't justify this outlay we are really going to get hammered on next results. Anyone know when they are? Thanks for your insight shedjock and like you willfagg am worried.

factory was due to open September raisng capability about ten fold

Perhaps they're having long lunch breaks.

you think they would have announced it was up and running..............perhaps they have got nothing to make?

Although there is a price differential between the uld's one has to remember that there is a much superior performance from ARX ULD, if they are spiked by a forklift then unlike aluminium the fabric closes back up as the forklift is withdrawn and can continue in service, if you wish to repair it then one just irons on a patch. Now the ally one cannot be reused and has to be taken out of service for an expensive repair.
The ARX uld has a much longer time in serviceable use as opposed to an ally one and don't forget ARX ones FLATPACK.
Surely the Airlines must be interested in the savings overall as opposed to one off Capex expenditure. What would you do.
Visit ARX website and i am sure you would find out a whole lot more about their ULD's.
If George Robinson likes it then i am going to continue to hold.

i am holding but a product may be smarter than another but if it does not deliver the ROCE required normally 2.5 years or better,then it just does not fly(pardon the pun)
Previous comments re comparative pricing make me concerned that when BA and the others do the sums there is not a compelling financial reason for n
]buying ARX? Could do with more data to assess accurarely.Sitting in Tianjin at the moment reading the threads.Isnt it weird how technology has made everything so accessible and transparent, as absolutely no difference to when i am in little old England.

New Air Cargo Container From ACS Offers Protection Against Temperature Extremes
PR Newswire (US)
28 October 2004
[What follows is the full text of the news story.]

RIO RANCHO, N.M., Oct. 28 /PRNewswire/ -- Aerospace Composite Structures, LLC (ACS), a subsidiary of Aerobox plc (ARX), and Kelvin Technologies, Inc. (KTI), have unveiled the KelvinBox, the first specialized air cargo container designed to protect valuable shipments from extremes of heat and cold for up to seven days.

Products shipped using the KelvinBox will never experience temperature variations of more than +/- 2 degrees C even when outside temperatures range between -30 degrees C and +55 degrees C. The revolutionary container, developed jointly by ACS and KTI, targets the pharmaceutical, food and related industries.

ACS and KTI entered into a strategic partnership earlier this year to develop, produce, and market a refrigerated air cargo container that actively controls product temperature.

The KelvinBox received rave reviews at the recent Pharma IQ 2nd annual Cold Chain Distribution meeting in Philadelphia, according to Charles Edwards, Vice President of ACS.

"Representatives of a number of pharmaceutical companies told us that 'finally a company has listened to us and designed a unit that both cools and heats!'" Edwards said.

Gunnar Ahlberg, creator of the KelvinBox and President and C.E.O. of Kelvin Technologies, added, "The response by pharmaceutical logistics and quality control experts confirms that our new concept more than meets their needs. The KelvinBox will revolutionize the way temperature sensitive products are shipped."

The container will now undergo rigorous tests specified by the Federal Aviation Administration as part of the certification process.

Following FAA approval, the KelvinBox will be produced at the new ACS production facilities in Rio Rancho, N.M.

AeroBox plc is listed on the AIM market of the London Stock Exchange. Aerospace Composite Structures, LLC

CONTACT: Charles Edwards of Aerospace Composite Structures, LLC, +1-505-332-7709, or cedwards@acsusa.net ; or Gunnar Ahlberg of Kelvin Technologies, Inc., +1-972-432-0222, or kti-01@kelvintechnologies.com

And now the price is 14p.

should this be good news for Aerobox share price?/
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