2016 AUE Company Situation Analysis Basics TipsBack after 1-2 weeks and this forum look like something out of an online Free-mium war game world chat. lol.
To the average Joe here: Save your health and blood pressure. Even if you don't know how to analyze a company for investment purposes, know that stock price is <20% of="" the="" decision.="" 80%="" is="" on="" the="" actual="" company.="" an="" example="" is="" tsx:="" vrx="" (valeant="" pharmaceuticals).="" google="" it.="">
To RiverOrion1: Professional analysts not going to care too much about productions for a good reason: It's not about how many houses you can build, it's about how much profit and money you can get out of the houses you build. Marketing, connections, deals, executive likability, actual sales $$$ are what will matter. Louis Viton sells some mediocre handbags at 900% more profit than companies selling similar quality (Guess). They will be considered better investment. Product matters a lot less to most professional analysts.
Additional factors such as production delays, detox circuit are serious operation issues. No doubt. Whether companies do well depends not on what disasters they face (Valeant still under investigations), but what decisions they make, and personnel resources management. People are the ones that make things happen.
8.3 sales q1 2016
14.7 sales q2 2016
for halted/delayed operation, their sales focus is right. don't care about the cost. You buy food from a restaurant likes what you get, you will go back. Building client profile should be #1 when production tank. To answer your curiosity about what q3 & q4 look like production wise, I'd say probably very minimal. What most professional analysts will look at for q3 and q4 are sales $$$ numbers, and operations progress around March 2017.
They do not have the best people working on 1) detox problem, 2) a 24/7 production & processing schedule, 3) quality improvement, and 4) financial marketing, because nobody, not even you, are willing to travel and live in a country where the police are unreliable, the military is a small high school population of unpredictable men in fatigues, and the local population may rob, murder and kidnap you every day just because you look different.
If it's in a safer country, I would love to work 1-2 years, do 3 of 4 of the above for them and turn it all around should they offer me good compensation, which they as a startup with 0 big cash financing under a state company (e.g. China) is in capable of at this time. It takes big money to make big profits quickly. In this case, get them the right people to do all this right and quickly. Issues stock etc to lure better people to do this is their only realistic option, which they have done. The crying on this forum about that was laughable. lol.
There is definitely some very toxic and negative communications about this company from people that sounds like they have lost stuff investing in this stock in the past few months. Laughable. Manufacturing companies you do not invest stock wise hoping for 6-10 month earnings. You invest in Tesla, Valeant, Samsung, end product companies that makes the short term profits using the raw materials manufacturing companies.
The best investment in companies like this is if you lend yourself, and actual human assets to work hands on making things happen. But again, no profitable organization will bother putting their best people at risk sending them to countries like this to help a company that do not directly have anything to do with them.
AUE can be very profitable if they keep working hard, and smart. Stock is 100% speculation for raw material producers like this at this time of the year and situation. January and March are key assessment periods as to how the company is really doing. Everything before that is pure speculation. Building clients and connections (C&C) should be their top priority aside from fixing detox circuit. Need to pay what they need, to build operating partners with regional mining companies, and bring experts from those companies to work on problems. Build alliances. These people deals they wont announce to the public. Sales numbers is one way to infer the efforts.
Save your fingers and check the forum once in a few weeks. remove the ticker from your phone if it hurts you to look at AUE stock price every day. Raw materials company stocks is not something where people should cry in joy or anger over every other day speculation market changes. Hope this helps some people to a less stressful life.