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Technology Stocks : ACII - AmeriChip International, Inc -- Ignore unavailable to you. Want to Upgrade?


To: Don Hand who wrote (929)1/20/2008 12:00:20 PM
From: Ted M  Read Replies (2) | Respond to of 2396
 
Don, your points make good sense except the emphasis on increasing revenues. As I understand it their revenues might as well be those of a company making paper clips. They are currently coming from a mature industry (machining), so don't deserve much of a PE. That is, unless for some reason they will be able to generate high margin profits in a mature industry. Or, perhaps I really still don't understand the nature of the current revenues..

Others have said here, and it makes sense to me that the LACC revenues are what is important as far as boosting the market cap of this company, and expectations of major growth over time..

tedm



To: Don Hand who wrote (929)1/20/2008 12:05:19 PM
From: rhoshariasha  Read Replies (1) | Respond to of 2396
 
Thank you for the reply. I do agree with some of it, but not all of it. I don't think one large contract will drive the pps up significantly. I could be wrong though. I think, and I've stated this before, it will take 3 large contracts to shoot the price up to, say, the $1.20 Gaskins quoted.
Another thing that may drive it up is institutional investors. Will ACII ever see institutional investors? If they see any real potential, institutions will invest.
Things like the Friday Gaskins p.r. are insignificant, as noted by volume and pps.
All my opinion,
Shane



To: Don Hand who wrote (929)1/20/2008 6:58:31 PM
From: BarclayDonaldson  Read Replies (2) | Respond to of 2396
 
Don: We are talking the TRUTH about the process. You say: "look at the SEC Filings for increasing revenues/margin". You are correct. Now you need to look behind those numbers at the WHY. Why have ACII's revenues been increasing?!?! Well here's the four year history in a nutshell: they had zero per quarter until about three years ago when they started their T & A division, that brought in about $25k per quarter for two years. Then they acquired a machine shop last year, at great expense, which was already bringing in ~$2.5M a year. LACC, the entire reason for anyone (trader or investor) to be interested in this company has generated ~$100k total for the entire history of the company, all of that coming last quarter. We will see in the next few months how revenues are increasing to see if LACC is bringing in more.

When you read over the PR history of this company, listened to the interviews Marc has done over the years, it's plainly visible that the technology being touted as "revolutionary" is still UNPROVEN to generate the revenues the CEO claims it can. You can not debate that, it is simple fact that explains why ACII trades for $0.05 a share. And at some point, one must be concerned as to whether this is a VIABLE PROCESS capable of cranking out the large volumes needed to drastically increase revenues, especially given the history of these guys using shares the way they do. Anyone putting money into this right now is putting it purely on FAITH that they will land large contracts, they are gambling, IMO. I don't think anyone here wants a $3M/year machine shop that does $100k of LACC per quarter. Maybe I'm wrong, but I don't believe I am.

If you want to be content looking at SEC Filings and being happy with what will easily be minor quarter-to-quarter increases without an infusion of significant LACC revenues, so be it. If this company is going to make it LONG-TERM, they have to prove it with the process. So far, they have not. Once it's proven, then everything should take care of itself. A few years ago, Marc was telling everyone he expected this to be a $250M/year company in "a year or two". He's since scaled back and stated $100M in the next three years. I don't think KSI and continued small LACC orders will get them anywhere close to that. The longer it takes, the more new shares that will hit the market to pay down the debt.