SwingTrade Member Forum

[Rawnoc]

AMLJ 2/14/10 update....

AMLJ - WHY IT WILL BE ANOTHER MULTI-BAGGER:

1. AMLJ just started (last two quarters) making money hand over fist while those earnings and growth are cheap vs. the market cap. Balance sheet is pristine with healthy margins and backlog.

2. AMLJ has a very sexy and highly credible story. They have major multi-year contracts with four multi-billion dollar NYSE companies -- Raytheon, Northrop Gruman, Lockheed Martin, and Boeing. (see more details below)

3. Several contracts are in negotiating stage and close to being closed and announced over the next several months. This should help bring awareness to this sexy undervalued story.

4. AMLJ has a share buyback program authorized of up to 1 million shares which is a huge chunk of it's small float.

AMLJ CONFERENCE CALL TIDBITS:

http://www.amlj.com/latest/FY10%20Q3%20conference%20call.mp3

Main Customers
Raytheon (NYSE: RTN, ~$20 bil market cap)
Northrop Grumman (NYSE: NOC, ~$20 bil market cap)
Lockheed Martin (NYSE: LMT, ~$30 bil market cap)
Boeing (NYSE: BA, ~$40 bil market cap)

All programs product has begun being delivered on and are in various stages of delivery:

Lockheed Martin (M.E.A.D.S. program) -- amlj is sole sourced!
--Possibly $15 mi over 5 years

Raytheon
--M.A.L.D. -- sole source production.
Expecting $3.9 mil in 2010 (calendar) and $5.5 mil 2011+
--T.H.A.A.D. program - bidding for $10 million over 5 years
--ACES (electronic warfare) $2 mil over 5 years
--Fire Finder $2 mil over 5 years

Northrop Grumman (Starlite program)
--expected $2 millon over 5 years
--g4/ator program -- $1.5 mil per year

Undisclosed program with fighter plane
--expected $3 mil over 5 years

$10 mil catalog items per year