hebgb - 19 Dec'05 - 07:54 - 51 of 55
cc,
Is this your own analysis or that of Antonov?
Neither. It is the view of analysts at Antonov's broker Dawnley Day Townsley.
I could just not copy-paste stuff like that. It is from a 34 page report, and I have twice selected paragraphs that relate directly to Torotrak.
Either way it seems rather one sided and reads more of a sales pitch for Antonov than a serious debate.
It is from an Antonov related research note, yes.
holmess - 19 Dec'05 - 07:55 - 52 of 55
CC - You ramping? ;)
Quoting, yes. Ramping? Debatable, but let's say yes just to avoid dwelling on the fine detail.
I would prefer to find this kind of research on the bulletin board than to post it myself. If Torotrak investors posted it, it would be clear that it was negative research, but posted to present all information and keep a balanced view. If I (as an Antonov investor) post it, it is not clear whether my intention is ramping Antonov or providing information on Torotrak not appearing from other sources.
Tailback - 19 Dec'05 - 09:13 - 54 of 55
That's not a comparison CC that's bollocks.
This bit: These developments do, however, show that the company is making some progress but it still seems far from its original aspirations which, like Antonov’s, are to penetrate the automotive transmission mass market.
is an example of what I'm starting to call Automotive snobbery: the idea that automotive deals are in some way superior to lawnmower deals.
What is better,
(a) a 50% stake in a lawnmower transmission manufacturer making 100,000 units straight off,
or
(b) a 3% royalty on a tier-1 deal that takes three years to production and then several years to build up to a similar volume?
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