Sure, make me sound like the bad guy. Don't shoot the messenger.
I sort of made a mistake by mentioning my link. I can't give it out because it goes to a friend's server and you couldn't get at it without a user account anyways.
It's also nothing specific. It's more like a research report he's been compiling. I got him into this stock and he's running with it.
But, he's dug up an absolute ton of information. I guess that's what happens when you don't have a real job. He's been working hard on linking it all together.
Some of the major things he has come up with are:
The Integrity is the hot market at the moment. The Twin Otter and the Trislander are both going back into production after decades of no production. There are also at least two other aircraft aimed at the 20 seat market. If the Integrity can be sold at $1.9M, it should be a market star. The Twin Otter has about 30 pre-production orders at $3.2M each.
The second area he is big into is the middle east. Things are rapidly changing there and transportation is one of them. An inexpensive and rugged little hopper could be a very big seller in the future. He has some interests in Iraq and Afghanistan who are relying on rotary aircraft. A fixed wing solution is definitely an interest and something that can remain "hot" on the runway is attractive as all get out.
He's been talking to some other people and came up with a raft of aircraft companies and component manufacturers that are in trouble. The right person with some money, vision and enthusiasm could potentially combine these entities, buying them for pennies on the dollar and integrating them. Most interesting is that some manufacturers (a diesel aircraft engine manufacturer specifically) got into trouble. There is a market for the parts and at very generous markups. There was some mention of European manufacturing (Vienna?) for companies like Diamond that are doing well. The idea of vertical integration seems to have some legs to it in the small aircraft area.
There really isn't anything specifically about IAHL or Integrity. It's all circumstantial information that leads to the concept of IAHL and Integrity being a good one.
There was also some information that was posted here from a couple finance companies about IAHL as their client (Eureka and Hyde Park?). He had a little bit more on that.
He still is trying to figure out how England might fit in. He has a whole ton of stuff about EADS and BAE and really, it would take hours to go through everything he has there. There are a considerable number of articles about European aerospace companies, outsourcing and selling off segments. It's like a wiki system that he keeps cross-linking each piece of information in.
His conclusion is to keep buying to your limit of 100% loss risk. The risk/reward ratio, he believes, is firmly in the favor of IAHL shareholders at the moment.
The biggest weakness his research has is that none of it seems to actually tie IAHL to any of this. It just puts the Integrity in perspective as the right product for an emerging market. There is nothing on the players nor the company.
But this is all second hand information and nobody should base their buying nor selling upon what is essentially rumor.
