SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksAnalysis & Technology, Inc. (AATI)


Previous 10 Next 10 
To: Thomas J Engelsma who wrote (11)9/4/1997 4:58:00 PM
From: Thomas J Engelsma
   of 27
 
Found a 'look alike' for PSR comparisons, it's CMRO (Comarco)
They were/are a defense supplier that broadened their sales
going commercial with a software/service product. Thay are
commanding a 1.33 PSR with 80 mill sales. Meanwhile AATI
is holding the meager .34 PSR of a defense supplier with sales
of 142 mil -- So CMRO is overvalued (don't think so) or AATI is
undervalued (think so).

Just for fun let's hit a neutral ground of PSR= (1.33+.34)/2 = .83
So, .83 * 142 mil / 2.32 mil shares = 50.8 per share!!! thats low
neutral ground with no growth (AATI is growing sales about 16% )

Finding one this undervalued makes you look everywhere for
something that was missed , and that is usually LTdebt, in this
case it is minimal (.06 d/e ratio) Only thing I can find that has been
missed is coverage by instituions -- anotherwords, actually have
a chance to beat the funds.

Later, TOM
opertech.com

Share RecommendKeepReplyMark as Last Read


To: Thomas J Engelsma who wrote (11)10/20/1997 12:59:00 AM
From: John Anderfuren
   of 27
 
Inside buying continues
92,100 shares adv $ 23.62 on 9/3 - 9/30 by S,S
Net & Spearfishing SI String Come on over for a visit

Share RecommendKeepReplyMark as Last Read


To: Thomas J Engelsma who wrote ()12/18/1997 3:07:00 PM
From: Thomas J Engelsma
   of 27
 
Something interesting is happening here.
Re-crunch of the numbers shows a near term target of 32
or about a 30% gain short term.
Long term is still at the 62 area.

Later, TOM

Share RecommendKeepReplyMark as Last Read


To: John Anderfuren who wrote (13)12/19/1997 8:30:00 AM
From: Thomas J Engelsma
   of 27
 
That was quick, announced a 3-2 split this morning.
Looking more like MFAC all the time.
This will make 3.57 mil shares.
One more split mid '98 and the funds are involved ??

Later, TOM
opertech.com

Share RecommendKeepReplyMark as Last Read


To: John Anderfuren who wrote (13)12/22/1997 10:32:00 AM
From: Thomas J Engelsma
   of 27
 
In for another buy today @ 25.25
Probably last buy on this one.
Here on it's up to management.
They've performed so far, buy back --> acquisition --> split

Later, TOM

Share RecommendKeepReplyMark as Last Read


To: Thomas J Engelsma who wrote ()12/23/1997 9:55:00 AM
From: Thomas J Engelsma
   of 27
 
Motion has started, broke the handle yesterday,
and up a nice 1 3/8 out of the blocks today.

Later, TOM

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Thomas J Engelsma who wrote (17)1/5/1998 5:52:00 PM
From: Thomas J Engelsma
   of 27
 
29 3/8 +1 7/8
Another nice move today, right on target for short term of 32

Be interesting to see if they make the dividend quarterly instead of
annual after the split.

Later, TOM

Share RecommendKeepReplyMark as Last Read


To: Thomas J Engelsma who wrote ()1/6/1998 1:34:00 PM
From: Thomas J Engelsma
   of 27
 
Volume picking up, considering this thing is very thin.
At 40k traded so far today. Looks to be getting interesting.

Later, TOM

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Thomas J Engelsma who wrote (19)1/8/1998 8:34:00 AM
From: Thomas J Engelsma
   of 27
 
Another 16.9 mill in sales anounced this morning.
5 year contract -- add more to the 480+mill backlog

And it looks like another avenue of income for AATI
as this is to do with antenna installation, repair and
service.

Be at 32 soon.

Later, TOM

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Thomas J Engelsma who wrote (20)1/9/1998 5:57:00 AM
From: Thomas G. Magnani
   of 27
 
You have to realize that "backlog" under government contracts is not firm in that contract awards do not usually result in revenues equal to the award amount. That is because of options, funding considerations, etc. This is still good news, but not something that you can take to the bank.

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10