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Aerobox (ARX)     

keith thomas - 20 Apr 2004 17:06

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

proptrade - 15 Jun 2005 16:57 - 340 of 520

maybe they know something....(they are not selling either!)

stockdog - 15 Jun 2005 17:24 - 341 of 520

I doubt they are getting paid bonuses yet! probably quite modestly paid in fact and with a share option scheme to come probably, why would they put their hands in their pocket just yet? Can't expect too much of them just now.

sd

proptrade - 17 Jun 2005 09:46 - 342 of 520

keep the faith...

Red Underwing - 19 Jun 2005 22:09 - 343 of 520

No news from Paris :-(


Fly by night

Red

slmchow - 21 Jun 2005 22:43 - 344 of 520

This was posted on 3i by China Crisis

"Just returned back from the Pris Air Show.I believe there is announcement due soon.Let's hope it's good news.
Could this be the reason for so many mixed trades over last few days ?"
cc

stockdog - 22 Jun 2005 08:45 - 345 of 520

Interesting - thanks simchow. Let's hope so.
sd

proptrade - 22 Jun 2005 09:31 - 346 of 520

i still can't believe i am in pre-order. couldn't resist at these levels.

i think something is round the corner...come on ARX!

stockdog - 22 Jun 2005 12:13 - 347 of 520

proptrade - you've no idea how well in I am pre-order! will they ever recover to what I paid for them? I stay in on the basis that it can't go much lower, can it? Even though I know it can. simchow has given me a reason to live another day.

welcome to a seq-free thread (for now)

sd

sidtrix - 22 Jun 2005 12:30 - 348 of 520

lol yeah a lot of idiots have spoilt the Seo thread... it's like paparazzi stalking a celebrity!

stockdog - 22 Jun 2005 12:46 - 349 of 520

well they do tend to follow me round, dahling

slmchow - 22 Jun 2005 18:23 - 350 of 520

Another post from china crisis on 3i site

"HawaiianB
I work in a service sector allied to the aircraft industry.The Aerobox is and has been a hot topic of conversation for a long time.To date,there has been no negative feedback from the prospective buyers.
As per my previous posts market conditions in the industry are making new sales difficult to win.
I am a holder of this stock,I believe in the product, and anticipate the stock to move north in the near future.
Hope this gives you some feedback
All IMHO
cc"

sd like yourself I am also looking for news to cheer me up on this one.

stockdog - 22 Jun 2005 18:35 - 351 of 520

simchow - I find your news from cc cheering and in concurs with my view of the stock - although without access to industry gossip. As I know only too well, every dog has his day and ARX will fulfil that adage one day not too far hence, I believe.

sd

slmchow - 22 Jun 2005 18:39 - 352 of 520

sd something else to think about and give us hope.

Aer Lingus was one of the first to order Aeroboxes. The CEO then is now going to be the CEO of BA in sept. What are the posibilities????

stockdog - 22 Jun 2005 19:12 - 353 of 520

Nice lateral thinking slmchow - let's hope there's enough cash in the kitty when he gets there, although a simple replacement of each old metal type box with a new aerobox each time one is damaged and would normally be sent for repair would be easy enough on their cashflow and help ARX keep up with demand - maybe need a minimum order guaranteed over time up front to make it economically viable for ARX.

Maybe they should market them as EasyBox for the cut price airlines??

moneyman - 22 Jun 2005 22:25 - 354 of 520

Half the reason for the drop is Biswell deramping on ADVFN. This has alot of potential and people buying at this level will hopefully be rewarded in times to come.

stockdog - 22 Jun 2005 23:52 - 355 of 520

moneyman - I'm less thinking of re-ward than simple re-payment for the price I bought at - lol! Next time I'll use a stop loss - promise.

proptrade - 23 Jun 2005 09:26 - 356 of 520

my view is that since there is no negative news then i am happy at this level. If any airline said NO then that would have to be released to the mkt. they haven't.

the box pays for itself within 12 months so i think just sit tight and wait and see.

stockdog - 23 Jun 2005 09:57 - 357 of 520

proptrade - I absolutely agree with you. Aerobox must make sense and eventually prevail given its remarkable qualities and short pay-back time. Airline cargo must pick up, especially given the massive GDP growth rates predicted for India and China A Chinese JV would make a great deal of sense, the CEO has already been over for discussions. I am sure it will bear fruit in the end. They have to ship their goods somehow. Not to mention all the little niche applications of immense value, like KelvinBox for shipping refrigerated drugs which have a typical spoil rate of somethign massive like 45% if I'm not mistaken in existing containers. Then there are the terrestrial and military applications to be developed.

Just make that sale, boy!

sd

TGD - 23 Jun 2005 10:55 - 358 of 520

In the AGM statement of 19/5/2005 we were told that the company had built up significant quantities of core raw materials so as to avoid any future shortages when orders came in, could this be an indication that a significant order is expected , and if so will it be announced prior to June 30th half year end (last year an announcement of an order was made arround this time ).Also how much of the cash deterioration from 3.5 million (December) down to 2.5million (April 30th 2005) has been a result of the stockpiling of materials.

proptrade - 23 Jun 2005 11:02 - 359 of 520

i am seriously considering wading in here. mkt cap is bugger all, potentail is huge and downside from here if it all goes tits up is 5.25p. upside on decent sized order to secure future could be minimum 1 bag but potentially 10+ on the basis that it could become industry standard.

Add the fridge units and military use and we could be far higher.

i know i sound like a ramper but for you guys that know me i have been on the sidelines for ages and now see true value.

a cash call right now would cripple the price but you know what, at a mkt cap of 6 million they have so little to fall. 134million shares in issue i may soon be able to claim a place on the board!
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