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Bullboard - Stock Discussion Forum Axios Mobile Assets Corp. AXBSF

Technology Communication Equipment

Bullboard (GREY:AXBSF)

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Comment by VPofFNEon Dec 27, 2015 1:35pm

RE:iGPS, RM2, other

iGPS got up to 5 - 7 million pallets (depending on whom you believe), and they were turning positive EBITDA right up until they had to start accounting for pallet losses - then the financial losses ...more  
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Discussion
Post by MishaPBJon Dec 24, 2015 10:28am

iGPS, RM2, other

great comments by all, i believe the most important are how the margins will play out and the impact of Fx on sales and asset build out, my comments on recent posts: Relay - true players, with ...more  
143
Discussion
Comment by Splifkaon Dec 22, 2015 7:01pm

RE:Axios Completes Financing

Hey VeeP, Yeah, Relay is no joke, they've had more than a few wins, and I'd be very curious to learn what it is that they see at Axios, and/or what they don't see at the other pallat ...more  
57
Discussion
Post by VPofFNEon Dec 22, 2015 10:38am

Axios Completes Financing

Give these guys credit, they managed to complete a significant financing with Relay Ventures. They netted $13.43 million after fees (not sure how much they were), and assigned two new people to the ...more  
61
Discussion
Comment by VPofFNEon Dec 12, 2015 12:37pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Interest..?

I agree about the civilized dialogue. That doesn't happen often on these boards.  Again, don't confuse the fact that Wal-Mart 'accepts' the pallets, with Wal-Mart 'wanting ...more  
72
Discussion
Comment by valueseeker123on Dec 10, 2015 11:36pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Interest..?

First off, my hat off to the two of you for the thoughtful back and for dialogue - very refreshing these days on the bullboards. Riddle me this...If Walmart tells its egg suppliers they need to use ...more  
68
Discussion
Comment by Splifkaon Dec 09, 2015 10:34am

RE:PS:

Appreciate the sentiment, but no apology necessary. Thanks again for the insight.  
25
Discussion
Post by VPofFNEon Dec 09, 2015 9:03am

PS:

My apologies for typing in one long paragraph and not properly breaking it out, but SH jams my entire post together. I will call their tech support.
46
Discussion
Comment by VPofFNEon Dec 09, 2015 9:02am

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Interest..?

I'm not entirely sure that I understand the question. They landed customers, just like everyone else in the pallet industry does. They convinced some egg producers to use their pallets...there is ...more  
41
Discussion
Comment by Splifkaon Dec 08, 2015 10:38pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:Interest..?

Yes, I suspect your view of 50% gross margin is far more realistic than Axios' 70%.  You know what they say, 'if something can go wrong...'  Be that as it may... 50%. As far as ...more  
42
Discussion
Comment by VPofFNEon Dec 08, 2015 9:23pm

RE:RE:RE:RE:RE:RE:RE:RE:Interest..?

Yes, I too have seen their financial projections...it's all over town. I do however have an advantaged viewpoint compared to most everyone else in the pallet pooling market. Axios is ...more  
49
Discussion
Comment by Splifkaon Dec 08, 2015 4:42pm

RE:RE:RE:RE:RE:RE:RE:Interest..?

Cheers for that VPofFNE, Clearly you are an individual who knows with which he speaks.  You make a lot of good points, and I for one appreciate the insight. I whole heartedly agree with you in ...more  
50
Discussion
Comment by VPofFNEon Dec 08, 2015 1:37pm

RE:RE:RE:RE:RE:RE:Interest..?

Yup, they ALL - every single one of the alternative material pallet producers - have a closed loop target model. This is only a very very very small part of the pallet market, and everyone wants it ...more  
39
Discussion
Comment by valueseeker123on Dec 01, 2015 10:55pm

RE:RE:RE:RE:RE:Interest..?

The working model is closed loop, fully. They will have their own trucks. They already have commitments for well over 200,000 pallets. Each pallet cost about $75, and this will drop  ...more  
55
Discussion
Comment by VPofFNEon Dec 01, 2015 1:53pm

RE:RE:RE:RE:Interest..?

Splifka, I agree that their pallets are really good, but so are 100 other alternative material pallets out there. They can all be sterilized, they can all be electronically tracked, and they all have ...more  
47
Discussion
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