Ann: ADRC Guide Released to Tech Community-XPE.AX, page-100

Hi Gals and Guys,

Ports back safely from DC and NYC - see that nothing much is happening ATM.

Did not get chance to catch up with chaps from Wall street, (as reported last weekend) - but the buzz in the big apple is very much focused on takeovers / M&As. Especially in the tech sector, small start-ups are being gobbled up (those that have something - ESPECIALLY THOSE WITH GENUINE REVENUE POTENTIAL) . IOPs are definitely not the flavour of the month at present.
There are some very good analytical reports in various US publications, even the Wall Street Journal is buzzing about a new golden era for tech (citing this and health as the only potential growth areas in what is otherwise a stagnant period.)

Ports did plenty of reading (and brainstorming) whilst in NYC…the right company at the right time will succeed…..

Now as for XPE, whilst this was postulated a while back, whether a T/O is Possible/Probable - i did think that possible was closer to the fact, after now getting an understanding from those closer to the big money, i think i will have to now re-evaluate this as probable.

The world economy is in the M&A phase…..(we are still about 3 years away from boom, and a decade away from the next demerger phase)

So as much as it will sadden many holders of XPE, an Intel T/O is now inevitable…..i believe that management of XPE are now just trying to increase value.

OH…..and the good bit - we are looking at around 12 x current MC - as XPE will be so hot it will be auctionable!!! - Getting close to $1 share. Would really like management hold out to around $1.50.

Some revenue projections are now essential to build value.

So what is your thoughts gaps & guys, what price sell out…(*in Aus$)