1. Most Discussed
  2. Gainers & Losers
AJX 17.0¢

Argonaut Stockbrokers Research Report

  1. Algen

    1,709 Posts.
    1
    The latest research report just underlines the incredible amount of activity that is going on with AJX.

    How many other companies have this much going on at any one time with this much potential (the markets AJX are currently targeting are forecast to be worth $3.4 billion by 2019) going forward and in such big markets with such small market caps?

    http://alexiuminternational.com/wp-content/uploads/2015/02/AJX-Snapshot-Getting-fired-up.pdf

    *The FR chemicals market is already large and growing. Key drivers include economic recovery, fire safety regulations and environmental concerns.

    *Significant progress has been made with the DoD and penetration into the military arena is well progressed.

    *AJX's green FR chemistry is a key competitive advantage.

    *AJX's technology is suitable for a wide range of applications and industries and is environmentally friendly, cost effective, lightweight and durable and they have patent protection with over 20 patents in a growing intellectual property portfolio.

    *AJX can expect to have long-term recurring revenue with high margins.

    *RST technology can alter the performance and properties of everyday materials.

    *AJX has provided FR treatments to over 20 companies at various stages of development.

    *In addition to FR chemicals, AJX is developing other chemicals and processes including FR additives, surface treatments and heat sensitive and delicate materials.

    *AJX is already working with five customers in the Transportation market.

    *FR chemicals can be used for interior furnishings and upholstery.

    *AJX has a strategic alliance with Duro, a US-based textile finisher and licensee of Ascalon™ in North America.

    *Distribution agreements have been entered into with iTextiles and Euroflam.

    *Toll manufacturers are Marlin (for Nycolon™, Nuvalon™ and Polytron™) and Inchem (for Ascalon™).

    *AJX has formed relationships with key legislators and regulators in the US.

    *AJX is extremely well-placed to supply FR chemicals to the US FRACU program.

    *The DoD may provide an attractive long-term recurring revenue stream with upside potential.

    *President Obama's signing of the NDAA could lead to expansion of AJX's technology in the military.

    *The value of AJX's addressable markets is forecast to expand to $3.4 billion by 2019.

    *We have built two scenarios to demonstrate potential revenue from identified opportunities, but there might be significant upside from other industries, potential expansion and other technologies.

DISCLAIMER:
Before making any financial decisions based on what you read, always consult an advisor or expert.

The HotCopper website is operated by Report Card Pty Ltd. Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, you should before acting on the information or advice, consider the appropriateness of the information or advice in relation to your objectives, financial situation or needs. Please be aware that any information posted on this site should not be considered to be financial product advice.

From time to time comments aimed at manipulating other investors may appear on these forums. Posters may post overly optimistic or pessimistic comments on particular stocks, in an attempt to influence other investors. It is not possible for management to moderate all posts so some misleading and inaccurate posts may still appear on these forums. If you do have serious concerns with a post or posts you should report a Terms of Use Violation (TOU) on the link above. Unless specifically stated persons posting on this site are NOT investment advisors and do NOT hold the necessary licence, or have any formal training, to give investment advice.

Top

Thank you for visiting HotCopper

We have detected that you are running ad blocking software.


HotCopper relies on revenue generated from advertisers. Kindly disable your ad blocking software to return to the HotCopper website.

I understand, I have disabled my ad blocker. Let me in!

Need help? Click here for support.