Hi all AJXers .
I have been following AJX since I bought shares from (I believe ) Adam and Eve... well years ago anyway some at $-0.04.
One AJX Announcement caught my eye way back on 19-10-15 : (please read before absorbing the following)
https://www.asx.com.au/asxpdf/20151019/pdf/4325d739whmm81.pdf
These guys (Coy Directors of ICL ) don't give out grants willy nilly -- I have always believe they would seek out their pound of flesh, one day.. They are also patient...VERY PATIENT.
My current slant on AJX since latest announcement------
Please note it's my opinion/observations .. do not under any circumstances follow my opinion.. Happy to discuss/debate. Am doing more research to satisfy
me. Maybe will post more of my thoughts later down the track.
A big Coy may 'Take out' AJX one day ......::::and not for peanuts!!! Maybe in not too distant future. Gavin R may have some influence on a price if it comes to fruition..... He does hold a goodly sum! I also believe he said -in writing or an interview he would not let go without it being worth while.(will research to see if I can locate)
-Big Coys are happy to let little minnows do hard yards ....
-Big Coys are happy to support minnows (ICL's case near 1/4 mill$ ). In this case forFire Retardant... (see report above)
-Big Coys have many researchers and dedicated analysts..
-Big Coys like to see minnows get some traction before they pounce ---So now in AJX case --and, of course if it is successful, through its announced partner. Tjhis is a Coy that seems a well respected Coy and has a long standing tie up with the USA DoD. It is a super big 'positive' -huge in my opinion.
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last not least --- Big Coys take over minnows, not the other way around. Sometimes its a placid T/O other times a big punch-up.!!
In general:-
-AJX has said its FR product has been proven by many test-research etc etc And over time I think it has passed some DoD tests ....???
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Would a Company (AJX's new partner ) that has a valued proven record over years, with the USA DoD. jeopardise its business- maybe its future, by getting involved with a minnow without it has seen/tested the product. ---- This to me is a huge positive business boost for AJX. The most POSITIVE of the announcement. Yes tests to be undertaken. But from my observations from announcements. a lot of the challenges in future tests are already proven. Have I missed something???
Looking ahead:-
- AJX has a proven FR product (not mentioning others for this posting) that have many areas just waiting for its 'Super Scientist' Dr Bob to show us more of his capabilities one in my opinion, particular:-
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Cladding, which is, from observation a massive problem world wide... for- Local Councils- Engineers-Developers-Building owners/Dwellers. I
could go on and on with this one. Each time I see news on this subject... my mind immediately switches to Dr Bob and AJX????? and
verbally have shouted ' I believe AJX has the solution ' The TV -newspaper -' never responds - seems like one is talking to a brick wall.
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Uniforms for: (I am astounded that the Administration of the following have not been pro-active in removing the chemicals from current uniforms of their workers.... ????????????????????? then I wonder where their heads are -- up their b,,,,,,,s- Is it not proven that current FR chemicals
may be carcinogenic-- from what I read, see.)
Police Force members
Fire Fighters
Ambulance Officers etc etc -- how many others.??
Childrens' clothing etc etc
I could rant on!!! But looking back on the many AJX announcements - some may contain 'hot air' but the recent ones, under the new crew, do contain, my opinion precise and factual information. No BS No fluffy news... just ' here it is' like it or lump it... THIS IS WHAT'S HAPPENING. Yes there are 'adjectives' that may not please some followers but my is opinion those may be still looking at the OLD CREW.....come on!!!!
Also there are those that don't agree as they want specific time frames, figures! . Ladies and Gentlemen that is not possible as there are rules and regulations that make it near impossible for a small Coy to be specific for its future position/result/etc.
I thought common sense could prevail here .. but I suppose if it was common we would all be blessed with it.
I am still confident with AJX and now more so with those in charge of the ship!
Keep safe all AJXers
The Phantom GWW
ps as said - Great to see FrankMe -----------------and Ted back in the saddle
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