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Gold/Mining/Energy : AimGlobal Technologies (AGT: TSE, Amex)

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To: keith massey who wrote (9)11/21/1999 9:36:00 PM
From: sPD  Read Replies (1) of 43
 
Keith, doesn't post #7 (from a Canadian source) contain the same information as the one you posted? Of course mine is far neater and you can actually read the tables <ggg> but if I missed something, I'd appreciate it if you could point out the differences.

As for AGT's financials, I'm focusing on the the good things that have been happening since September and that could not have been reflected in the last financials. Also, investing infrastructure (the JD Edwards package) is a short term drain on earnings and should provide increased efficiencies going forward. Overall, a major turnaround by the end of the FY seems quite possible (IMO).

My interest in AGT is based on my investing themes. One of them is outsourcers - so many industries are now moving that way. Typical of these are companies such as CGI Group (IT services) and Mosaic Group (marketing services). Having missed both Celestica and C-Mac in ECM outsourcing, I'm hoping AGT will fill the bill.

AGT's new software offering provides an additional dimension related to another of my favourite investing themes - e-commerce, as typified by BCE Emergis and Multiactive Software.

If AGT offered only one of these dimensions, I may not have been too interested but since it offers both, I am interested in following it to see what develops.

Cheers.
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