| PAST TOP PICK | 2.960 | Michael Smedley | (A Top Pick Mar 23/07. Down 51%.) The market retreated and small caps got hit. People get impatient because they are not turning on new contracts in Singapore/Australia. There is no reason why they can't get these in the future. The company is in fine shape. He would absolutely Buy it today. | 2008-04-01 | |
| PAST TOP PICK | 2.750 | Michael Smedley | (A Top Pick March 23/07. Down 55%.) Communication systems. A lot of expectations on them landing contracts. Did get some in France and Alberta. A tremendous little company. | 2008-02-21 | |
| BUY | 2.800 | Alexander Lane, B Comm, CFA | Bit of a telecom play as well as a infrastructure play. Built a fibre-optic IP network in Alberta called the SuperNet with a 10-year guaranteed Alberta government contract. Guarantees $38 million in revenue per year and they can also do some other value added services and resell to other people which generates about $.25 to $.30 in earnings. Have also gone into areas where services are needed for rural fibre optic solutions. Also looking into Australia and Singapore. Has been oversold. | 2008-02-06 | |
| BUY | 3.570 | Michael Decter | Runs a super network in Alberta. A couple of reasons the stock has dropped. It probably ran up a little too far. Some of their bids for acquisitions and France have not worked out and there was some confusion about Australia. | 2007-11-12 | |
| DON'T BUY | 3.550 | Robert McWhirter | Ranks in the bottom 10%. Just reported earnings and estimates have been cranked down by 30% in the last 90 days. Earnings are expected to decline from $0.28 to $0.16. One of their challenges is they are running into the taxman. Have had tax loss carry forward for a long time and then they get hit with a 30% tax. | 2007-11-07 | |
| Comment | 3.700 | Robert Floyd | Broadband services out west and in France. Was on the expensive side and has now pulled back. | 2007-10-12 | |
| WEAK BUY | 6.520 | Robert McWhirter | Ranks 95, so it is in the top 15% of the database. Earnings have been revised upward 17% in the last 90 days. Not cheap. Have pretty good opportunities to expand in France. Cautious on it because of the negative near-term year-over-year earnings. | 2007-07-10 | |
| PAST TOP PICK | 6.150 | Michael Decter | (A Top Pick Nov 24/06. Up 54.4%.) Stock dipped in the last week on news that they weren't the successful bidder on the National Network in Australia. They are winning other bids. Good price. | 2007-06-20 | |
| SELL | 6.100 | Robert Floyd | In the broadband space. Made an acquisition in France. Stock has had a pretty decent run and he would be looking for an exit. | 2007-04-19 | |
| HOLD | 6.570 | Bill Carrigan | Had a good long base that ended in late 2006. This was followed by 5 waves, so he thinks it's near a top. If you own, you have to stay in their until it corrects. | 2007-03-27 | |
| TOP PICK | 6.130 | Michael Smedley | A company that established itself on the super net in Alberta, linking up services and people. It is now in a partnership in France and is bidding on a contract in Singapore with Cisco (CSCO-Q). | 2007-03-23 | |
| PAST TOP PICK | 5.790 | Michael Decter | (A Top Pick Nov 24/06. Up 50.8%.) Run the Internet in Alberta connecting all their communities. Doing the same thing in France. Still has a good run ahead of it. | 2007-02-26 | |
| TOP PICK | 4.340 | Michael Decter | They run the broadband around Alberta was a 10-year contract from the Alberta government. This justifies the current price. What he really likes is that they are successfully bidding now and partnered up and won 11 of their first 15 bids in France. Australia is out to tender. | 2007-01-18 | |
| HOLD | 3.960 | Hugh Cleland, CFA | Build/operate networks in underserved areas along with governments in Alberta and France. Have all the ingredients for a sustainable competitive advantage. Wonderful margins. Not cheap at 20 X next years earnings. Would like to see a pullback. | 2006-12-14 | |
| TOP PICK | 3.840 | Michael Decter | Company that was created to put the broadband network into Alberta. A profitable business. Now going to France to put these networks into every part of France. | 2006-11-24 | |
| BUY | 2.800 | Hugh Cleland, CFA | Have built out SuperNet in Alberta which will generate a nice cash flow. Fully valued on that basis, but you have almost a free call option on the upside on what they are doing in France. | 2006-09-07 | |
| DON'T BUY | 2.550 | Robert McWhirter | He held this stock until approx. 2-3 months ago. Axia Netmedia is a huge part of the backbone in internet in Alberta and expanding into France. Estimates have been chopped by 55% in the last 90 days. Their forecast to earn is lower for this year. Company is in a transition which will last for a period of 6 months. Interesting long term, but there are better opportunities elsewhere. | 2006-03-13 | |
| WATCH | 2.450 | Ron Meisels | Low price stock. Good chance it will go up. Need to watch. If you own hold until $2.25, if it goes below sell. | 2006-03-02 | |
| VAGUE | 1.750 | Peter Hodson | It's like a 5 year "overnight" success story. Earnings are starting to kick back in. Have a great competitive position, government is supporting them and the backbone is starting to be added to. Hasn't analyzed it yet to see why earnings are so strong, so not recommending at this time. | 2005-05-10 | |
| DON'T BUY | 1.440 | Robert McWhirter | Ranked well in his database model because of stock price momentum. Earnings are expected to grow from $0.01 to $0.03 in '06. Against the $1.40 stock price gives you a 50 X PE, but not much in the way of PE to growth. Highly speculative. | 2005-04-14 | |
| DON'T BUY | 1.850 | Malvin Spooner | Getting a little expensive. | 2002-01-31 | |
| BUY | 1.020 | Malvin Spooner | Will eventually take off. Very cheap price. | 2001-11-13 | |
| STRONG BUY | 3.500 | Malvin Spooner | Has been buying at its time of being beaten down. It will make a lot of money | 2001-01-31 | |
Experts that have talked about Axia NetMedia
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