ARR - Arasor International

[yogi-in-oz]

Hi folks,

ARR ..... looks positive over the next few weeks:

19-22012007 ... significant and positive - finances???

26-29012007 ... expecting positive news here.

2601-20022007 ... underlying positive tone likely.


09022007 ... positive spotlight on ARR ...

12022007 ... significant and negative cycle ???

13022007 ... minor and difficult aspect here.


0503-19032007 ... underlying flat tone to ARR, which
overlaps a few days, with next positive cycle .....


09-12032007 ... 2 negative time cycles here

1503-27042007 ... underlying positive tone now.

23-26032007 ... 2 VERY positive aspects here.


03-04042007 ... 2 minor and difficult cycles

10042007 ... negative spotlight on ARR

12042007 ... minor and positive (intraday)

20-23042007 ... negative news expected here

30042007 ... significant and positive - finances???

happy days

yogi



===

 

[stiger]

Hi folks,

ARR ..... looks positive over the next few weeks:

19-22012007 ... significant and positive - finances???

26-29012007 ... expecting positive news here.

2601-20022007 ... underlying positive tone likely.


09022007 ... positive spotlight on ARR ...

12022007 ... significant and negative cycle ???

13022007 ... minor and difficult aspect here.


0503-19032007 ... underlying flat tone to ARR, which
overlaps a few days, with next positive cycle .....


09-12032007 ... 2 negative time cycles here

1503-27042007 ... underlying positive tone now.

23-26032007 ... 2 VERY positive aspects here.


03-04042007 ... 2 minor and difficult cycles

10042007 ... negative spotlight on ARR

12042007 ... minor and positive (intraday)

20-23042007 ... negative news expected here

30042007 ... significant and positive - finances???

happy days

yogi



===

Yogi I reckon your timing is impeccable on this one ann. out with more to come.Cheers

 

[eMark]

It appears that this stock knows only one way, and that is UP. News at the end of the week?

 

[ozeb]

Hi I am new to this. what do all those numbers up there mean??
i noticed they all had 2007 at the end..so i figure that it is the year? but i cant fathom those numbers infront.
please exploin

 

[Rainbowsend_au]

The numbers in front of the 2007 are the date and month ... dd/mm/yyyy

 

[misterS]

Re halt for capital raising -

Would someone who knows tell me if my guessing / figuring is near the mark please?

Does it work like this -

Buyers
New shares offerred at discount to attract buyers (otherwise they just buy on market)

Company
Gets serious money for just issuing new shares instead of borrowing (debt + interest) to do some stuff they want to do.

Current holders
While the current shareholders suffer a dilution in value of exisiting share holdings and are not being offerred any of the new shares sold at the 10% discount, we are considered compensated for by the fact that the company in which we own shares gets a whack of capital without having incurred any debt to repay and the use of the money will benefit all shareholders in longer term?

 

[misterS]

Well yes, apparently market sees this capital raising as a good thing, plus large repeat order announced for $40m.

- ARR increase 34c to 3.67 today.

Patersons price target projection earlier this year of $6 perhaps now not unreasonable - at least visible as smoke on the horizon at this rate, ARR having listed on ASX at $1.50 in October 2006.

 

[misterS]

Starting to think the laser tv aspect is a minor detail, although it attracts market interest. ARR displayed a new opto-electronic communications breakthrough with global application at an exhibition in California last week.

This kind of R&D outcome running parallel with sales of existing product so high they needed to cap raise to fill orders, is an indication that ARR really is going places.

Hang on, I can see a ship looming into view under all that smoke on the horizon...its got "SS Patterson 6 bucks" written on the funnel.

On Friday, ARR closed at $3.90.

 

[pacer]

Hey misterS....you do get around dont you......I traded this with lotsa success 7-8 months ago...liked the announcements....watching it still now and then.....some lovely tech going on here and some big players own most of the shares so is lightly traded.

 

[misterS]

Hi pacer - yeah, have a generalist approach, but not too clever - cancelled an order for ARR at 2.67 (spooked by reading the "risks" in the prospectus, of all things, combining as it did with some concerns at the time about the coverage of the laser tv thing, which left me feeling a bit well, not suspicious exactly, but dubious) and ended up with much fewer at 3.40. but a lot of that money went on nms, so not grizzling.

Now I think I understand their business a bit better and have shifted away from thinking about "laser tv - is it really really this good and really going into production?" to its real core business, have started to think ARR fundamentals are good enough to make a serious size company and get over the psychological obstacle I feel when I consider buying for $4 a company listing at $1.50 six months ago.

Just need to unwind a rash overbuy of one junior too early in its cycle and get more nms/ARR.

Aussie stock forum is very mature, well structured and well moderated, but has a lot of technical arguments that my brain can't assimilate. The HC forum is mostly dreadful in both those respects but has more traffic and some interesting and appalling things in it as a result.
cheers

 

[Steve1]

What's happening to ARR? Seems like an unbelievable company with excellent management, rich products and huge potential. But then why the slide? I have loads of ARR with my average at todays closing price of $3.43. Any comment welcome.

 

[ta2693]

What's happening to ARR? Seems like an unbelievable company with excellent management, rich products and huge potential. But then why the slide? I have loads of ARR with my average at todays closing price of $3.43. Any comment welcome.

Mac bank comes into play. I find when the big investo come into play, game became much harder for small investor. They have superior information and know better than us. Their rich is built on our suffering. I hate them and I am afraid to trade with big investo. But if you focus on long term investment, just as you said "excellent management, rich products, etc etc" If you truly believe it you should not worry.

 

[Steve1]

Thanks for the encouraging reply Ta2693. Worth holding on as seen by todays news on ARR & its new strategic alliance in India. One can get so dispondent, but one has to have conviction in ones research. I am a relatively long term investor in this one - hopefully about 2 years. It's just difficult to not be obsessive & look at the share price a few times per day even though I am in it over the long term.

 

[Gurgler]

This from FN ARENA today:

Arasor: A Fast Growing High Tech High Flyer With A Lack Of Hype
By Rudi Filapek-Vandyck

The technology sector on the Australian share market consists mostly of software sellers and developers a la MYOB (MYO) and Oakton (OKN) and service providers such as Melbourne IT (MLB) and Computershare (CPU). The difference between these companies and the likes of Texas Instruments and JDS Uniphase -also labeled technology companies- is arguably as large as with refrigeration company Hastie (HST) and shipbuilder Austal (ASB).

One of the few genuine exceptions is Arasor International (ARR) which is often referred to as a "high tech" company instead. Arasor only listed on the ASX in October 2006 but the company has already managed to attract the attention from the professional investment community in such a short time.

.........

On Wright's projections Arasor should report a net profit of some $12.5m in February next year (the company's fiscal year runs from January to December). This should grow to $32m in 2008 and to $53m in 2009. Earnings per share should improve from 14.2c this year to 35.7c next year to 59.9c in 2009. If these projections prove correct (Wright is of the opinion the company is likely to do better) Arasor's outlook is for EPS growth of 151% and 67% respectively over the next two years while 2007 should see the company turning profitable.
Arguably, a company with such a growth profile deserves a higher multiple than just below twenty times projected EPS for the current year.

It is possible that part of the retail investment community has shied away from the stock following the $30m capital raising in March as it showed that for a young and dynamic company such as Arasor high growth often also comes with a need for fresh capital. Market rumour has it that management is currently negotiating a large contract with Japanese electronics giant Sony. A separate rumour that the company will soon announce a large share placement may well be linked to the first one.

No doubt, if these rumours are proven correct, company management will argue the new investments will facilitate even faster growth in the years ahead. Given the interest for the share placement in March the company will likely have little problems in raising the necessary funds to facilitate additional investments.


Thus, I'm in today and will look to this on a mid to long term level.

 

[Ken]

I missed out at $2.95 today.

I read their report on the way home on the train from work, and I am keen to get involved.

I dont like buying a stock on the slide, but ARR appears to have bounced a couple of times... I am considering 1500 to shares to kick things off. Have a little bit more research to do. I am going accumulate below $3.00.

Will see, 1500 is a nice parcel to hold if in 3 years its $10.00.

 

[Gurgler]

Looks as though we are seeing the beginning of a recovery (reversal with building volume) - due I guess to recent positive publicity.

Time will tell whether the rumours hold any truth.

Anyone venture to say when we could call this a breakout?

 

[Gurgler]

So there you have it: the announcement of a joint venture with the NASDAQ listed China TechFaith Wireless Communication Technology to develop wireless handsets for regions such as China, India and the Middle East, with Arasor to provide the funding in return for a majority stake in the venture.

The two heralded outcomes are that ARR will start generating income in its first year AND it also adds the Middle East to it expanding markets in China and India - previously announced.

On the back of this one analyst (viz. Pattersons Securities analyst Russell Wright) has set a price target of $8.80, which is more than twice the current share price - a mite optomistic perhaps; but then again, he's the 'expert'!

 

[Steve1]

Thanks Gurgler for your in depth info on Arasor. I too am most confident on the prospects of Arasor. I read on the official website of China TechFaith Technology that they did a JV in March with a company that they dod not mention. The split being 69% the other company (which I take it to be Arasor) and 31% TechFaith. Can anyone confirm this?

Also, where did you get info on a future distribution to the Middle East? I would love to read it.

 

[Gurgler]

Today we have a bunch of ann's - including two regarding the issuing of securities related to the acquision of two companies: AOFR and Alfalight. On first glance, this expansion seems constructive and positive.

However, the sp drops .18 intraday - around 5%. Is this due to (a) the upcoming associated dilution of stock, (b) short-term profit taking or (c) some other factor?

Any thoughts?

 

[Gurgler]

Ann out this morning; this should help nudge the sp in a recovery direction.

Arasor Enters into Exclusive Strategic Relationship with ITI for Fixed
Wireless Terminals in India

Arasor International Limited (ASX:ARR) , a leading developer of optical and wireless solutions, today announced that it has entered into an exclusive strategic relationship with ITI Limited ( ITI ) , subject to approval from the Government of India. ITI is India’s leading telecom turnkey solutions provider that has provided telecommunications solut ions to over 50% of the Indian telecom network.