InvestorsHub Logo
Followers 1
Posts 645
Boards Moderated 0
Alias Born 12/16/2004

Re: walterc post# 8

Thursday, 08/23/2007 8:47:36 AM

Thursday, August 23, 2007 8:47:36 AM

Post# of 129
Well, as far as understanding the business, that's a bit of a stretch. I just try to identify their core competency and work from there. I would tell you that if your impression of Fraser is correct that is half the battle right there. Integrity is a precious commodity on the OTC. From there it is a matter of an effective business model and execution. Manaris appears to be worth keeping an eye on and I would be very interested to see where in the optical components mix the revenues are coming from. C Chip well, if they could develop a profitable business and establish multiple clientele might make for a good spinoff/sale at some point to further expand Avensys and build on their core competency.