Axia NetMedia

AXX-T

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This company is not ACTIVE.

Analysis and Opinions about AXX-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 22, 2014

(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.

Axia NetMedia (AXX-T)
December 22, 2014

(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.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$3.220
Owned
Yes
TOP PICK
TOP PICK
December 27, 2013

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.

Axia NetMedia (AXX-T)
December 27, 2013

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.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$2.490
Owned
Yes
DON'T BUY
DON'T BUY
August 26, 2011
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.
Axia NetMedia (AXX-T)
August 26, 2011
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.
Robert McWhirter
President, Selective Asset Management
Price
$1.070
Owned
No
STRONG BUY
STRONG BUY
September 21, 2009
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.
Axia NetMedia (AXX-T)
September 21, 2009
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.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$1.430
Owned
Yes
HOLD
HOLD
December 30, 2008
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.
Axia NetMedia (AXX-T)
December 30, 2008
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.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$1.750
Owned
No
PAST TOP PICK
PAST TOP PICK
April 1, 2008
(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.
Axia NetMedia (AXX-T)
April 1, 2008
(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.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.960
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 21, 2008
(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.
Axia NetMedia (AXX-T)
February 21, 2008
(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.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.750
Owned
Yes
BUY
BUY
February 6, 2008
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.
Axia NetMedia (AXX-T)
February 6, 2008
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.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$2.800
Owned
Yes
BUY
BUY
November 12, 2007
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.
Axia NetMedia (AXX-T)
November 12, 2007
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.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$3.570
Owned
Yes
DON'T BUY
DON'T BUY
November 7, 2007
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.
Axia NetMedia (AXX-T)
November 7, 2007
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.
Robert McWhirter
President, Selective Asset Management
Price
$3.550
Owned
No
COMMENT
COMMENT
October 12, 2007
Broadband services out west and in France. Was on the expensive side and has now pulled back.
Axia NetMedia (AXX-T)
October 12, 2007
Broadband services out west and in France. Was on the expensive side and has now pulled back.
Robert Floyd
President, R A Floyd Management
Price
$3.700
Owned
No
WEAK BUY
WEAK BUY
July 10, 2007
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.
Axia NetMedia (AXX-T)
July 10, 2007
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.
Robert McWhirter
President, Selective Asset Management
Price
$6.520
Owned
No
PAST TOP PICK
PAST TOP PICK
June 20, 2007
(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.
Axia NetMedia (AXX-T)
June 20, 2007
(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.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$6.150
Owned
Yes
SELL
SELL
April 19, 2007
In the broadband space. Made an acquisition in France. Stock has had a pretty decent run and he would be looking for an exit.
Axia NetMedia (AXX-T)
April 19, 2007
In the broadband space. Made an acquisition in France. Stock has had a pretty decent run and he would be looking for an exit.
Robert Floyd
President, R A Floyd Management
Price
$6.100
Owned
No
HOLD
HOLD
March 27, 2007
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.
Axia NetMedia (AXX-T)
March 27, 2007
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.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$6.570
Owned
Unknown
TOP PICK
TOP PICK
March 23, 2007
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).
Axia NetMedia (AXX-T)
March 23, 2007
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).
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$6.130
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 26, 2007
(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.
Axia NetMedia (AXX-T)
February 26, 2007
(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.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$5.790
Owned
Yes
TOP PICK
TOP PICK
January 18, 2007
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.
Axia NetMedia (AXX-T)
January 18, 2007
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.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$4.340
Owned
Yes
HOLD
HOLD
December 14, 2006
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.
Axia NetMedia (AXX-T)
December 14, 2006
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.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$3.960
Owned
Yes
TOP PICK
TOP PICK
November 24, 2006
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.
Axia NetMedia (AXX-T)
November 24, 2006
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.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$3.840
Owned
Yes
BUY
BUY
September 7, 2006
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.
Axia NetMedia (AXX-T)
September 7, 2006
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.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$2.800
Owned
No
DON'T BUY
DON'T BUY
March 13, 2006
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.
Axia NetMedia (AXX-T)
March 13, 2006
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.
Robert McWhirter
President, Selective Asset Management
Price
$2.550
Owned
No
WATCH
WATCH
March 2, 2006
Low price stock. Good chance it will go up. Need to watch. If you own hold until $2.25, if it goes below sell.
Axia NetMedia (AXX-T)
March 2, 2006
Low price stock. Good chance it will go up. Need to watch. If you own hold until $2.25, if it goes below sell.
Ron Meisels
President, P & C Holdings
Price
$2.450
Owned
Yes
VAGUE
VAGUE
May 10, 2005
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.
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.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$1.750
Owned
No
DON'T BUY
DON'T BUY
April 14, 2005
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.
Axia NetMedia (AXX-T)
April 14, 2005
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.
Robert McWhirter
President, Selective Asset Management
Price
$1.440
Owned
No
DON'T BUY
DON'T BUY
January 31, 2002
Getting a little expensive.
Axia NetMedia (AXX-T)
January 31, 2002
Getting a little expensive.
Malvin Spooner
Chairman and Chief Executive Officer, Mavrix Fund Management
Price
$1.850
Owned
Unknown
BUY
BUY
November 13, 2001
Will eventually take off. Very cheap price.
Axia NetMedia (AXX-T)
November 13, 2001
Will eventually take off. Very cheap price.
Malvin Spooner
Chairman and Chief Executive Officer, Mavrix Fund Management
Price
$1.020
Owned
Unknown
STRONG BUY
STRONG BUY
January 31, 2001
Has been buying at its time of being beaten down. It will make a lot of money
Axia NetMedia (AXX-T)
January 31, 2001
Has been buying at its time of being beaten down. It will make a lot of money
Malvin Spooner
Chairman and Chief Executive Officer, Mavrix Fund Management
Price
$3.500
Owned
Unknown
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