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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: ACAN who wrote (23574)4/9/2007 2:47:20 PM
From: J.F.  Read Replies (1) | Respond to of 23958
 
Yes - well I don't know if that's true - there's certainly been a lot of head scratchin involved...nice to see it pan out though...

Still waitin on TSYS to make the drive for 5 & XOMA to push 4 - I guess ya gotta believe sometimes...

jf...



To: ACAN who wrote (23574)4/13/2007 2:39:08 PM
From: Sergio H  Read Replies (1) | Respond to of 23958
 
Hi Allan.

New research notes from Ramsley on ALAN:

Alanco Technologies appears on track to report improving Q3 (March) results. An operating loss is likely. Earnings continue to be impacted by the underperforming prisoner tracking business. That segment could generate some orders in upcoming periods. Government funding delays have caused several opportunities to stretch out, though, and that situation may persist. The fast growing "reefer" (refrigerated container) segment is gaining wider adoption. Several major carriers could implement the technology after regional trials are completed. Truck manufacturers also are studying ways to engineer the technology directly into their vehicles. Competition is beginning to emerge from General Electric and Qualcomm. Participation by those companies actually could help Alanco persuade shippers to adopt its remote asset management systems, by legitimizing the technology. Only 2%-3% of the potential market has been penetrated to date.

New markets may be addressed. Environmental fears recently have stymied plans for new coal fired power plants. Renewed interest in nuclear facilities has emerged in their place. Disposal of spent nuclear fuel rods remains a key concern. A federal storage facility (Yucca Mountain) is slated to begin operation this year. Nuclear plants currently store waste on site. Much of that will be transported by rail or truck to the new location once it opens. Alanco's technology could be implemented to monitor those shipments and remotely control containers in the event of a hijacking. Tracking and control systems also might be installed inside the reactors to counter terrorist threats, and to generally improve safety.

We estimate earnings (fully taxed) will turn positive in fiscal 2008 (June) and reach $.10 a share. Sales could advance 60% to $35 million, fueled entirely by the "reefer" industry. Substantial leverage is possible if the prison business turns the corner or new markets are developed. Finances recently were bolstered by a $1.3 million equity private placement priced at $2.00 a share.