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

perspective please people!

1. we all knew a fund raising was coming
2. this will NOT be at anything like 4p
3. firm now has excellent order flow and can now justify asking for working capital
4. my call is that they raise at between 6p and 7p and these rally to 20p in 3 months
5. once complete we will at last have certainty...35p again???

rgds
CP

nice thoughts proptrade - let's hope so.

sd

I hope you are correct proptrade.

I think the region of 5.5p is more likely.

Fly by Night

Red

I'm pleased I was unduly pessimistic concernimng the placing price.
Now announced as 6p for those who haven't seen it

That should place a floor under the SP. Lets hope the acquisitions bear the expected fruit!

http://www.moneyam.com/action/news/showArticle?id=1096875

http://moneyam.uk-wire.com/cgi-bin/articles/200512141416216669V.html

I liked this extract:- "In the second half of this year there has been a marked increase in interest and enquiries for the Aerobox ULD, it said."

But not the comment that some deliveries would be pushed through into 2006 because of changing delivery requirements from one customer!


Fly by Night

Red

perfect placement. please read my last post for what happens next!

Isn't this a comany with two major drawbacks?-:-
1) one-product
2) one industry
I don't like single-product companies ... competition can destroy their game in one and unless they are "the best" they will have no experience to fall back on.
Working in one-industry is a real dumb move ... since any problem will be reflected throughout your customer-base. Furthermore, if orders pick-up there is a risk that you'll be overloaded and competitors will muscle-in ... never easily removed.
/
This company needs to ditch its "Aero" - name .... how about "Betterbx" (I don't like "box" either)...
-and needs to start looking at similar products (ie plastic cages) maybe the supermarkets, industrial carts and so on - that means more investment, but it will smooth out orders and reduce the risks associated with being dependant on a single -industry.
/They are at-risk over energy prices (affects plastic) and this is a worry - but they aren't alone and I suspect their competitors will face similar problems.
Javelin has put the case against this company very clearly.....I hope my contribution may point towards a cure. The sp is quite low, maybe a chance for value-investors, however, I'm unsure that airlines won't have difficulty selling even low-cost seats as World events appear to have dented the Public's desire to fly....and fuel-price rises means that, even Low-Cost, isn't anymore.
I don't hold Aerobox.

thx for the comments but you have to understand that one product companies are not the problems you make them out to be...i take it then you never trade in housebuilders, telcoms, banks or oils? utlimately these are one product single industry companies....so i trust your portolio is choco-block full of conglomerates???

anyway, aerobox is a difficult animal but if it succeeds it will do so in style. if not it will carve out a living like the rest of us....they have made 2 aquisitions recently to diversify their offering.

this is a punt on a company that has so far delivered. they have repeat orders and have successfully raised cash for the next 18 months.

rgds
PT

Anyone think that the ARX management would give away a large % of the company if there were not some sizeable orders in the pipeline ?

Looking at the trades today - volume of nearly 1 million (~50% above average) of which 57% were sells including a large T trade sell of 250,000 at 5.50p placed this morning. SP remains unchanged on the day. Also significant 50-200k buys. Have not been looking at the detail on this one for a while - have there been many similar offloadings recently? There must be a considerable overhang from somewhere continuing to be unloaded. It would be good to get an idea of how more there is to go before the SP is allowed to find its natural level - and what that is!

No news since the reverse takeover - anyone picked up any vibes in the ether as to current prospects? When do we expect more news - anything prior to the final results in late March?

Having kicked out most of last years dogs, ARX is on a very short leasehold in my portfolio, having drifted back to ground zero from both August and October spikes. Another large contract wouldn't go amiss - something positive from the new team members even better. Need some action to justify keeping funds tied up here for much longer.

All news and views welcome.

sd

any news out there??

zilch!

Things have been pretty quiet with this share so I thought I'd take a look at the company web page http://www.aeroboxplc.com to see if anything is happening.

March - 2005 Year end results announcement

You can sign up for Investor alerts too.

How low can they drop on the results? These shares are on a very short leash from me currently - I'll give them till results and be ready to sell unless we get a positive report and the SP starts breathing again. Since we are surrounded by AIM stocks doubling in the space of weeks currently, I can only adfford to be patient so long.

It's still a good story - but it seems to have ground to a halt.

sd

Glad to see you are still around,Stockdog.
Next week should see an rns to say that the laminator upgrade has been completed.I think that will give the sp a little lift.In order to cope with a large order they would have to have all the machinery ready.
I would really like to see some decent business being generated.It would have to be sales expansion rather than replacement orders,because I think their ULDS are going to prove remarkably tough!Roll on the days when their model is the industry norm.

its is at a real halt! by default an annoucement must be round the corner..

i wait with baited breath.

rgds
PT

Watermark (WMK) with whom ARX reached settlement last year and who now represent ARX as sales agent publish results to December 31 later today, Friday, according to Traders's Thread.

Will ARX do the same, I wonder, since they promised sometime in March? Could be interesting - or not!

Rumour of news circulating.

Fantastic - they sold another box!

See today's RNS.

Can't decide if today's RNS is good, because more funds means expansion of sales is on the way, or bad because it means they nearly ran out of working capital again.

Any views?

sd

good news but the market is not interested!