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American Science & Engineering Inc. Message Board

elitecrete1 6 posts  |  Last Activity: Jul 11, 2016 4:49 PM Member since: Jan 11, 2002
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  • Reply to

    Good Day to SELL AWRE

    by mrcapitain Jul 11, 2016 1:54 PM
    elitecrete1 elitecrete1 Jul 11, 2016 4:49 PM Flag

    Getting out? As in out completely? 14%? You're kidding me right?

    I can see trading a bit before earnings around a core position. But you're going to feel pretty silly if this thing turns into an over night moon shot.

    Biometrics is just now starting to heat up as a worldwide industry. Aware software and IP plays a very significant role in the US Govt market. Sooner or later the earnings will start to trend up.

    Aware has a new blog on their website with some interesting info.

    I think any reasonable person would also have to agree that this is a pretty powerful declaration as well...

    "Today, most of the world’s large, high throughput, fingerprint management and matching systems depend on Aware WSQ1000 to manage the compression and decompression of finger and palm image data. All finger and palm images submitted to the FBI are managed by Aware WSQ1000."

  • It's going to be interesting how many shares were repurchased and at what price during Q2. Am I the only one noticing the change in trading pattern the last few days? The daily range has tightened significantly and there seems to be a steady stealth bid under the stock.

    I think the stock will react in a binary way to Q2 earnings. Mgt has given us no reason to expect any positive surprise and the FDPS website has shown minimal new orders. I might sell a 10% portion prior to earnings to take advantage of any down draft that I can repurchase later in Q3. If the stock takes off after I sell, I'll still be the happiest guy on this message board.

  • elitecrete1 by elitecrete1 Jul 5, 2016 12:06 PM Flag

    Summary

    Aware's financial statements don't do it any justice; they understate its revenue growth, profitability and balance sheet assets.

    On top of that, the company has been largely ignored by analysts and investors alike; even here on SA, little has been written about it.

    As such, the stock currently trades at a substantial discount to peers, many of whom have inferior fundamentals.

    This discount is unlikely to persist as this mispricing gets corrected: shares offer 50%+ upside potential over the next 24 to 36 months.

  • elitecrete1 elitecrete1 Jun 30, 2016 2:11 PM Flag

    Doesn't it just give you a warm and fuzzy feeling knowing that the biometric security company responsible for most of the DOD, Dept of Justice, and Immigration programs is a French company? How do you feel about that same company being bought out by the likes of a private equity firm like Bain, KKR or Carlyle? We are sheep being led to slaughter by globalist #$%$.

  • 30 June 2016 13:57

    The Safran board of directors are meeting in France today to select preliminary candidates to acquire the aerospace group’s biometric and identity section.
    The board has to choose from a dozen offers for its Morpho biometrics and security business, sources told Reuters on Wednesday.

    While Franco-Dutch SIM card maker Gemalto has expressed interest in the additional assets being sold by Safran, private equity fund Advent said last week that it wants to acquire Safran's biometric identification business and merge it with security badge maker Oberthur Technologies, which it bought in 2011.
    Reuters reports that Atos, and private equity firms KKR, Carlyle, Bain Capital and CVC Capital Partners are also seen as potential candidates for the business, which had 1.6 billion euros of revenue last year.
    In April, Safran said it has reached an agreement to sell Morpho Detection LLC, a US-based subsidiary of Safran, and other detection related activities to Smiths Group plc for an enterprise value of $710 million.
    A few weeks earlier, the company confirmed that it was considering the sale of its Morpho biometrics activities.

  • No contract announcements, nothing on Certibio progress, nothing on IP monetization, no plan or strategy articulated to shareholders, no conference call. But yet I continue to hold.

ASEI
37.05+0.06(+0.16%)Sep 9 4:00 PMEDT