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LED - will these light up the portfolio?

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kunalkoth - Fri, 29 Dec 06 :

Their business 'edge':

- Having the world fastest growing LED market on their doorstep. Proof of this is the contract win to light up a city half the size of London.

- Patents to their name.

- Being a low cost producer and a flexible one. They are in a tax free zone in China at the moment. They can produce very cheaply, and can accommodate anything. There is no shortage of industrial capacity in China.

- Being experts at producing LED signs at a time when filament bulb ones are being replaced with LED ones.

Moving off the business edge, the strength of the share itself:

- Only 5m shares on this market, of which 1.6m taken by directors who can't sell them for at least 2 years. Therefore only 3.4m shares in circulation, and therefore it will move very quickly as you saw today.

- Clear blue sky potential, and justified in my opinion.

- If you want to make money on AIM, this is the best share to buy IMHO.


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