Axia NetMedia | StockChase
28
Axia NetMedia (AXX-T (Private))

Last Price Recorded: $4.2400 on 2016-08-02

ON STOCKCHASE SINCE Jan 2001

Taken private Aug 2016

computer software/processing

Axia NetMedia


Signal Opinion Expert

2014-12-22

PAST TOP PICK
Axia NetMedia (AXX-T (Private))

(A Top Pick Dec 27/13. Up 31.82%.) Has a unique business model, where they typically serve rural markets, and have done quite well. In the last year, they sold off their businesses in Singapore and in Spain, so have about $45 million in cash, so they have a lot of firepower to fund growth in other areas. Has been trimming this a little lately.

computer software/processing
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $3.220
Owned: Yes

2013-12-27

TOP PICK
Axia NetMedia (AXX-T (Private))

Tied to the insatiable demand for band width. Over a 20 year period has about $1.2 billion worth of fiber in the ground, mostly in rural areas with governments being their largest customers. You are not paying for it as they have almost 60% of their market cap in networking capital, between cash and receivables, mostly cash. He is expecting a very large special dividend, possibly in the range of $0.50 a share as well as a continued buy back of the stock. Thinks $3 is pretty easy on the upside.

computer software/processing
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $2.490
Owned: Yes

2011-08-26

DON'T BUY
Axia NetMedia (AXX-T (Private))
Earnings estimates were $0.04 in June and $0.08 in June/11 but June/12 is forecasted to decline to $0.02. Have about $34 million in cash on the balance sheet. 42X PE in 2012. Cheap and is producing a 4th quarter trailing cash flow yield of 4%. Not sure they can be profitable.
computer software/processing
Robert McWhirter

President, Selective Asset Management

Price: $1.070
Owned: No

2009-09-21

STRONG BUY
Axia NetMedia (AXX-T (Private))
Rural Internet provider. Doesn't understand why it has been neglected. Continues to perform well and looks like they will have great opportunities for growth in Australia. Building Singapore network right now. Strong presence in Alberta. Cash flows are ramping. $35 million in cash.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.430
Owned: Yes

2008-12-30

HOLD
Axia NetMedia (AXX-T (Private))
Provides broadband infrastructure. Main market is Alberta and with lower oil prices, the economy is slowing. Until Alberta improves or they expand their international operations the stock will be a bit of a laggard.
computer software/processing
Duncan Stewart

Director of Research & Analysis, DSAM Consulting

Price: $1.750
Owned: No

2008-04-01

PAST TOP PICK
Axia NetMedia (AXX-T (Private))
(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.
computer software/processing
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $2.960
Owned: Yes

2008-02-21

PAST TOP PICK
Axia NetMedia (AXX-T (Private))
(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.
computer software/processing
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $2.750
Owned: Yes

2008-02-06

BUY
Axia NetMedia (AXX-T (Private))
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.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.800
Owned: Yes

2007-11-12

BUY
Axia NetMedia (AXX-T (Private))
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.
computer software/processing
Michael Decter

President & CEO, Lawrence Decter Investment Counsel

Price: $3.570
Owned: Yes

2007-11-07

DON'T BUY
Axia NetMedia (AXX-T (Private))
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.
computer software/processing
Robert McWhirter

President, Selective Asset Management

Price: $3.550
Owned: No

2007-10-12

COMMENT
Axia NetMedia (AXX-T (Private))
Broadband services out west and in France. Was on the expensive side and has now pulled back.
computer software/processing
Robert Floyd

President, R A Floyd Management

Price: $3.700
Owned: No

2007-07-10

WEAK BUY
Axia NetMedia (AXX-T (Private))
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.
computer software/processing
Robert McWhirter

President, Selective Asset Management

Price: $6.520
Owned: No

2007-06-20

PAST TOP PICK
Axia NetMedia (AXX-T (Private))
(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.
computer software/processing
Michael Decter

President & CEO, Lawrence Decter Investment Counsel

Price: $6.150
Owned: Yes

2007-04-19

SELL
Axia NetMedia (AXX-T (Private))
In the broadband space. Made an acquisition in France. Stock has had a pretty decent run and he would be looking for an exit.
computer software/processing
Robert Floyd

President, R A Floyd Management

Price: $6.100
Owned: No

2007-03-27

HOLD
Axia NetMedia (AXX-T (Private))
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.
computer software/processing
Bill Carrigan

Technical Analyst, Getting Technical Info Service

Price: $6.570
Owned: Unknown

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