Toolex im Dornröschenschlaf ? - 500 Beiträge pro Seite

[wolfgang2000]

Im Gegensatz zu Singulus hat sich der sogar etwas grössere Konkurrent Toolex International N.V. (WPKN 900432) in den letzten Monaten trotz hervorragender Zahlen kontinuierlich nach unten entwickelt. (aktuell ca 17 Euro, Höchstkurs ca 24 Euro)

Ich möchte wissen ob von Euch jemand auch investiert ist und wie Ihr die weiteren Chancen dieser Aktie seht.

KGV 2001 irgendwo zwischen 10 und 15 (!!!) und das trotz eines ähnlichen Produktportfolios und Umsatz- und Gewinnentwicklung wie Singulus.....

Ich habe dazu schon einmal Threads veröffentlicht aber leider nie wirklich interessante Neuigkeiten erfahren.

Etwas was mich allerdings positiv stimmt ist die Analyse der WestLB Pannure vom 3.5. (nachzulesen bei onvista.de) die auf die Unterbewertung aufmerksam macht und ein Kursziel auf 12 Monate von 35 Euro prognostiziert. Meiner Meinung nach absolut gerechtfertigt.

Ich bin gespannt wann die Analysten & Anleger endlich auf diese Aktie aufmerksam werden...sie werden, davon bin ich überzeugt.

Also ich würde mich freuen wenn ich Meinungen, Prognosen, Analysen etc. von Euch hören würde.

Danke, wolfgang2000

p.s.: ich empfehle Euch euch mal die hervorragende Seite von toolex anzusehen; www.toolex.com

[black moon]

Hi, wolfgang 2000
Ich habe ebenfalls in Toolex investiert.
Mein Einstand war im April in Frankfurt zu 20 Euro und in Amsterdam zu 19 Euro.
Ich beobachte diese Aktie seit meinen Investitionen in Steag und glaube wie Du,
dass hier ein Wachstumspotential vorliegt. Ob dies mit ähnlichen Steigerungsraten
wie bei Singulus oder Hamatech verbunden ist, vermag ich nicht zu bewerten.
Das anvisierte Ziel von 35 Euro sollte auf jeden Fall möglich sein, ich denke auch
möglicherweise relativ kurzfristig.
Auf gute Kursgeschäfte

Gruß black moon

[ollanda]

(hollandisches deutsch)warum steht Toolex leider heute wieder bei
17? Heute ging es nach eine deutsche Kaufemphelung von gestern hoch
auf 17.50. Heute via 18.20 wieder nach 17. Voriges Jahr die Prognosen Mal nicht nachgekommen und daher sofort von den Grossanlegern gestrichen worden. Die werden Positionen abgebaut haben. Jetzt muessen erst Mal genuegend Kleinanleger zu kaufen anfangen. Vor ein Paar Monate schon hat `Marketwatch` es eine billige Aktie (auf 17) mit
viel Substanz genannt. Weiter hat Toolex ein Grossteil von Aeco, das laut Ankuendigung von 18-05-2000 am Neuen Markt gehen soll.
Auch Umsatzerwartungen sind sehr hoch mit vollen Auftragsbuecher. Leider rapportieren die nur einmal im Jahr.
Wenn Aeco indertat wi gemeldet in Juno an die Boerse geht sieht es gut fuer Toolex aus. Wenn nicht dann sofort verkaufen.
Gruesse aus Holland

[spanish skater]

Hallo zusammen,

hat jemand eine Erklärung für das Abbröckeln des Toolex-Kurses in der jüngsten Zeit?

[wolfgang2000]

Nein ich habe keine Erklärung dafür (heute schon bei 15,50 in Frankfurt), ich werde mir jetzt einfach ein paar nachlegen.... Wir werden die 35 sehen (auf 12 Monate), davon bin ich überzeugt, Toolex dürfte (bei leichtem Übertreffen der Gewinnschätzungen) ein 2001-KGV von 10 haben! Also eine Menge Aufholpotential sobald die Aktie mal entdeckt wird...

Noch was, zur Zeit findet gerade die wichtigste Messe für optische Medien in Miami statt (Replika), da sollten eigentlich einige grössere Aufträge herausspringen dabei... dann sollte es wohl mal losgehen, rein charttechnisch sollte eigentlich jetzt mal ein Boden gefunden sein....

mfg,
wolfgang2000

[IMCS]

Es gibt schon NEWS von der Messe!!!


The Maxliner™: fast, reliable and easy to use for maximum DVD output

Miami, 13th June 2000 - Toolex today introduced the Maxliner, its new, automated DVD replication system. Providing fast, high output production for pre-recorded DVD-5, DVD-9 and DVD-10 formats, the Maxliner incorporates Toolex’s automatic process control software for maximum yield with minimum operator involvement. It also ensures short cycle times (4.0 s) and high capacity due to its dual bonding and curing stations, based on Toolex’s proven process technology.

Designed to match the fastest of today’s moulding machines, the Maxliner will keep pace as moulding cycle times continue to decrease. Besides speed, the Maxliner offers many features for easy, cost-effective manufacture, making it an excellent solution both for newcomers to DVD, as well as established producers wishing to move to 24 hour per day production.

The Maxliner’s dual bonding and curing stations are the key to the system’s fast cycle times and consistent performance. Toolex’s patented gap-dispense bonding technology has already been shown to give excellent results in real-world production environments, not just limiting air bubble formation but eliminating the risk altogether. Similarly, the dual curing station uses thoroughly proven technology, including a temperature-regulated UV chuck for tilt control.

Temperature management is central to the Maxliner’s design. A specially developed cooling module with horizontal disc transport ensures discs arriving from the moulding machines cool evenly to the process temperature, while a laminar air flow prevents dust contamination. This temperature control is continued after sputtering, where extra cooling positions allow the system to cope with production stoppages with no loss of discs.

For process stability and reliability, the laminar air flow is maintained over the entire cooling and main process areas (air class 100 conditions), and the cabinet’s efficient layout allows easy access to all maintenance areas, including features such as glue tanks and electrical components on sliding rails. The Maxliner also offers adhesive recycling, an out-take unit with dual spindle and disc turning to stack DVD-9 discs ready for printing. Traceability enables producers to track discs through the dual bonding and curing stations for complete quality monitoring.

Toolex’s process control software play a significant role in the Maxliner’s ease-of-use, helping ensure high quality, high yield output. By constantly monitoring key processes and automatically optimising them for maximum yield, the software simplifies operation, eliminating the need for teams of skilled operators and making DVD production accessible to more manufacturers than ever before. Plus, this continuous, automated process control is backed up with output monitoring and logging for full statistical performance analysis.-- Flexible as well as fast and easy to operate, the Maxliner offers either single or double metallizer configurations and any preferred scanner can be integrated after the curing station. Further, the system is future-proof, having not only the capacity to support faster moulding machines, but also providing a software platform with capabilities ready for emerging technologies such as networking in production environments and remote monitoring.

[IMCS]

Toolex’s AM-200 automated CD/DVD mastering system is a worldwide best seller

Miami, 13th June 2000 - Demand for the fully automated AM-200, the latest solution from ODME, the mastering division of Toolex International, has been extremely strong since the system’s launch in November 1999, with over 20 systems already sold worldwide. Designed to produce consistently high yields while keeping operational costs low, the AM-200 incorporates Toolex’s advanced process control system, reducing operator involvement to a minimum. The system supports all industry-standard CD and DVD formats.

"Thanks to its high speed and ease of use, the AM-200 is proving a huge success," commented ODME’s Chris Boomaars. "It offers major DVD producers the throughput they need yet, because it’s so efficient and easy to use, the AM-200 is also an excellent solution for newcomers to DVD."

Based on proven Toolex technologies, the AM-200 integrates numerous enhanced features for simple operation. Its Windows NT-based software provides a user-friendly interface, enabling operators to select jobs via a ‘Multiple Input Order Form’, so that mastering can be as easy as the press of a button, and changing between CD and DVD is as simple as setting a switch.

For maximum flexibility, the AM-200 accepts input from a wide range of sources, including Toolex’s Mastering Super Highway (MSH) networking environment and uses standardised 160 mm AM plain glass discs for cost-effective operations. In addition, its compact cabinet has an integrated clean air (Class 100) environment, eliminating the need for expensive, dedicated clean room facilities. A further optional clean air unit is also available for even greater humidity and temperature control. Optimised for operation with downstream equipment and processes, the AM-200 combines Toolex’s understanding of replication requirements with ODME’s extensive knowledge of optical media mastering.

As part of ODME’s commitment to continuous product development and enhancement, the AM-200 has recently been upgraded to provide 6x speed for all CD formats, as well as delivering up to 2x reference speed for DVD formats, and industrial tests are underway to add 8x speed CD mastering to the AM-200 by the fall of this year.

-- end –


Toolex International N.V.

[neooo]

toolex scheint heute segnifikant die 200 tagelinie nach oben durchbrochen zu haben. angesichts der guten geschaeftsaussichten, aeco`s boersengang, und der starken unterbewertung im vergleich zur konkurenz (singulus) sollte toolex in den naechsten tagen gut weiter steigen.

gibs hier eigentlich niemanden mehr der in diesen wert investiert ist?

gruss neooo

[ForFree]

Die Umsatzzahlen sind allerdings nicht gerade berauschend:

Toolex records in the first half of the year 29% rise in sales; aeco launched for 14 Euro per share at Neuer Markt

Veldhoven, July 26th 2000 - Toolex International (AEX: TLXI, Nasdaq: TLXAF) has recorded half year sales of Euro 120,4 million (1999: Euro 93,1 million), which was a 29% increase compared to the first half year of 1999. The first six months were marked by a slowdown in CD-R equipment sales and a bigger than expected growth for DVD production equipment. Mastering equipment saw also a rise in the first two quarters of 2000, compared to the same period last year. On August 30th, Toolex will publish its full half-year report.

Toolex` subsidiary aeco N.V. (Neuer Markt: XAE) was yesterday successfully listed at the Neuer Markt in Frankfurt at 14 Euro per share. With this public offering Toolex has sold 862.695 of its 2.508.500 shares it held in aeco. The gross proceeds amount to 12,1 million Euro and Toolex` holdings in aeco have been reduced to 25,32% of aeco`s outstanding share capital. Through an eventual exercise of the Over-Allotment option, 391.305 of Toolex` remaining shares, Toolex will receive additional gross proceeds to a maximum amount of 5,5 million Euro, if the Over-Allotment option is exercised in full. This will then result in a further reduction of Toolex` holdings to 19,3% of the outstanding share capital and will Toolex hold 1.254.500 shares.

Toolex will use the proceeds of the IPO for financing its ongoing growth and for the intense investment program it has initiated already in the first half of 2000 in know-how and key technologies for future (mainly re-writable) formats.

[ForFree]

Der Kurs ist auch ganz schön eingebrochen. Ich denke längerfristig sind das klare Kaufkurse, denn Toolex ist im Branchenvergleich lächerlich günstig und hat durch Aeco ne Menge Geld in die Kassen bekommen, mit der das Geschäft weiter ausgebaut werden kann.

[Pariah]

Bin auch schon seit längerer Zeit in Toolex investiert.Habe schon einmal nachgekauft. Ich hatte am 03.08.00 ein Meeting mit einem IR-Vertreter von Singulus.Dessen Marktbeurteilungen und Äußerungen zur Konkurrenz haben meine Einstellung zur Toolex-Aktie bekräftigt. Auf kurz oder lang wird in die Aktie Musik kommen.Der Kurs ist zur Zeit ideal zum einstieg oder nachkaufen.

[neooo]

das dachte ich auch schon, das der kurs ideal zum einstieg ist als ich bei 17,50 geauft habe. aber du hast recht, bei der niedrigen bewertung und den selben chancen wie eine über 3mal hoeher bewertete singulus aktie wird die aktie bestimmt bald den bewertungsabschlag zumindestens teilweise aufholen.
was mich interessiert ist, warum toolex nach der bekanntgabe der umsatzsteigerung von ?nur? 29% so abgesackt ist. weis jemand was der markt erwartet hat?

gruss neooo

[Pariah]

Der weitere Kursverfall von Toolex ist meiner Meinung nach darauf zurückzuführen,dass der Markt für DVD´s und CD-R´s sehr zyklisch ist.Für die nächste Zeit wird insbesondere bei CD-R´s ein Abschwung des Marktes erwartet und dies wirkt sich natürlich auch auf Toolex aus. Demgegenüber steht aber der deutliche Anstieg von Steag, die ja hauptsächlich auf CD-R´s spezialisiert sind (scheint vielleicht jemand schon die Zahlen im voraus zu kennen). Tja, an der Börse ist halt wirklich nichts logisch.
Zu den Markterwartungen kann ich leider nichts sagen.Bei Bloomberg stehen keine Schätzungen drin.Ich bleibe aber dran. Vielleicht weiß ich heut´ Nachmittag schon mehr.
Übrigens:Seitens Singulus wird Toolex als der größere Konkurrent angesehen.

[neooo]

meines wissens nacht versucht toolex auch gerad boden im dvd bereich auf singulus gutzumachen, die dort die absolute markfuehrerschaft haben. ich denke auch das der cd-r markt in zukunft bei weitem nicht so stark wachsen wird, wie der dvd markt. singulus hats ja bewiesen und im ersten halbjahr nen hammerwachstum hingelegt ( ich habe gut dabei verdient, als ex-singulus aktionaer ). was ich mich vor dem hintergrund der bewertung von singulus, die ich im uebrigen ok finde, frage, ist ob singulus dieses wachstum halten kann, ob fuer dieses wachstum überhaupt genug neue kapazitäten da sind. da ich auf diese frage keine antwort finden konnt, habe ich den schluss gezogen, das singulus verglichen mit toolex das riskantere investment is, und habe umgeschichtet.

gruss neooo

[LloydWebber]

Toolex heute mit Halbjahreszahlen. Weiss schon wer was?

Gruß, LloydWebber

[Lucky0]

Ja schau mal unter www.toolex.nl nach.
Nichts überraschendes, aber die Aktei hat heute schon eine Achterbahnfahrt gemacht
Im tief 13.75 dann gedreht auf jetzt 15.10.
Ich bin dringeblieben.
Optiliner läßt hoffen.
Gruß
R.L.

[LloydWebber]

Frisch von der Toolex-Homepage:


Toolex reports strong 29% sales growth in first half year

Veldhoven, August 30, 2000 - Toolex International NV (AEX:TLXI, Nasdaq:Tlxaf) reports 29% growth in sales over the first half of 2000. This strong performance resulted from the company’s diverse product portfolio and markets. Like other suppliers, Toolex was adversely affected by the temporary CD-R production equipment market downturn. However, ‘market-standard’ performance in the CD-R equipment market was more than offset by strong DVD and mastering performance. Geographic diversity allowed Toolex to mitigate the largely Asian slowdown with a massive 94% growth in the Americas, steady 19% growth in Europe and 4% growth in Asia.

With its R&D strategy of technological leadership and innovation, Toolex has also been investing strongly in Research and Development. Highlights of this have been the introduction of the Optiliner for DVD-R and the Maxliner next generation DVD replication line. These and several technology partnerships with, among others Plasmon on multi-layer sputtering and DVD-RAM, have positioned the company well to take maximum advantage of the growing DVD market. In mastering, the innovative in line mastering system (AM-200, introduced in Q4, 1999) is proving a commercial success and, looking further ahead to high density formats, Toolex’s Deep UV system is more than fulfilling expectations in the world’s research laboratories.

Commenting, CFO Leon Giesen said, "We’re very pleased with our results. Considering the temporary slowdown in the CD-R equipment market, we are more than satisfied with our performance there and are very well positioned to move forward once the market swings back again. We took advantage of the CD-R market conditions to concentrate more on DVD-R, leading to the recent introduction of the highly flexible Optiliner, which provides both CD-R and DVD-R capability. It’s already generating a lot of interest as it enables companies to cover both formats during this transition period. Our wide product range in optical media enables us to act quickly on changing market demands which results in a continuing growth."

Key figures

Key figures 1st half year 2000 Toolex International NV

x € 1 million
1st half 2000
1st half 1999
change in %

Revenues
120.4
93.1
+ 29.3%

Operating result
13.8
10.1
+ 36.6%

Net profit
7.4
6.1
+ 21.3%

Earnings per share (in € )
0.27
0.22
+ 20.6%*)






*) based on unrounded figures




Sales

Sales in the first half of 2000 were 120.4 million Euro, up 29% on the 93.1 million Euro for the same period last year. Recent investment in North America, symbolized by the new Irvine headquarters, has resulted in massive 94% sales increase, mainly in the DVD area and an enhanced market position. In Europe, Toolex’s heartland, sales growth was a very healthy 19%. Spread equally over the whole product portfolio, the company has retained its strong position with the main European players. With only 4% sales increase, Toolex’s weakest performance was in Asia. This largely reflects the CD-R market. The slight improvement in sales in Asia was the result of increased mastering sales and the product mix shift from CD-R to DVD.


Actual 2000
Actual 1999

Pre-recorded
42.1
35%
26.1
28%

Recordable
30.9
26%
31.0
33%

Mastering
21.6
18%
19.4
21%

Service & other
25.8
21%
16.6
18%







TOTAL
120.4
100%
93.1
100%







Europe
40.8
34%
34.2
37%

Asia
39.8
33%
38.3
41%

The Americas
39.8
33%
20.6
22%







TOTAL
120.4
100%
93.1
100%


Pre-recorded

Toolex’s Pre-recorded division (Toolex Alpha) performed very strongly with sales up by 61.3% over this time last year. DVD has been the main growth driver and DVD sales in the first two quarters were up by 129% at 31 million Euro (compared to 13.5 million Euro, first half 1999). The division has performed strongly with the major players, with existing products as well as with the newly introduce Maxliner. In the CD segment, sales were mainly replacement investment and most activity was seen in North America.

Recordable

Despite the postponed investments in equipment in the CD-R market, Toolex’s Recordable division (TREX) performed well achieving sales levels comparable to this time last year. Alongside the continued growth of recordable media in the consumer’s market, a variety of new formats are being developed, in which also Toolex will play a roll.

Mastering

The boom in DVD has had a clear spin-off in mastering. Up 11.1% on half year 1999, Toolex’s Mastering division (ODME) is performing well, with a market share of more than 50%. This strong performance reflects the huge sales success of the AM-200 and strong reception of Deep UV recorders.

Service & others

Services and other sales also show strong growth based on the increasing installed base of Toolex equipment worldwide. A decrease in other sales is expected in the second half of the year, as the company continues to divest non-core activities.

Gross Margin

At 38.4%, gross margins on sales were up on the first half of 1999 (37.2%), reflecting the relatively high share of DVD related sales (both Pre-recorded and Mastering). A small decrease is expected in the second half of the year due to the de-consolidation of ContTec and other non-core activities. This decrease should be more than compensated for by lower operational expenses and an improved balance sheet.

Expenses

Investing in tomorrow was one of Toolex’s major commitments at the start of this year. New formats are expected to hit the market over the next three years. To prepare for this, Toolex is committed to increasing R&D investment. Additional funds were made available from recent divestments and this is reflected in the growth in R&D expenses (rising from 6.7 million Euro at June 30 1999 to 10.8 million Euro today). This additional investment is already seeing results in DVD with the recent launch of the Optiliner for DVD-R and the Maxliner for DVD replication. Currently funding is also being given to joint research projects on recordable and rewritable formats with Plasmon Plc in the UK and a prototyping project with a US partner for a multi-layer sputtering unit. Other expenses are completely inline with revenue, and the slight growth reflects growing business and the relative weakness of the Euro.

Balance sheet

The balance sheet total increased by 33% to 214.4 million Euro, compared to 160.3 million Euro at the end of 1999. This largely reflects the high level of business with financing deal or extended payment terms. Also the Pre-recorded division gearing up for higher DVD output while maintaining relatively high levels of CD-R inventory.

Organisation

IPO of aeco

On July 25 aeco NV, in which Toolex held a 50.17% share, was floated on the Neuer Markt in Frankfurt. Introduction price was set at 14 Euro per share, which was the top of the offering range. On introduction date Toolex sold 862,695 shares and on July 28 another 391,305 shares were sold through the "green-shoe" option. In total we sold 1,254,000 shares at 14 Euro, which led to gross proceeds of 17.6 million Euro. After deduction of expenses and underwriting fees this resulted in 16.5 million Euro net proceeds. Post IPO Toolex still holds 1,254,500 shares or 19.3% of the outstanding capital realized P/E on the aeco transaction was well above the Toolex ratios, and the effect of this transaction and other divestments will be shown as extraordinary results in the second half of 2000.

Toolex France

As stated in the press release of August 7, Toolex reached agreement with Plasmon Plc. on terms of handing over Toolex France to Plasmon.

Outlook

Looking to the second half of 2000, Toolex’s management foresees continued strong growth in demand for DVD equipment, for which Toolex’ pre-recorded division is well situated with the Maxliner and its other DVD replication systems

The slowdown in CD-R investment is expected to continue at least until the fourth quarter of the year. Working with some major customers, Toolex is discussing upgrading a number of its current CD-R orders into DVD-R machines and expects strong demand for DVD-R machines for the rest of the year. Looking further ahead, the company plans to build further on the strong growth expectations for recordable/rewritable formats, and even Toolex expects to deliver its first DVD-RAM capable production lines in the fourth quarter of this year.

Recent mastering innovations with the AM-200 and Deep UV, have positioned the Mastering division (ODME) very well and it is already showing a strong order book for the remainder of the year.

The backlog at the end of June 2000 is 200 million Euro, of which 50 million Euro is "on hold". The order intake in the first half of 2000 is 128 million Euro.

Consolidated Profit & Loss account (unaudited)

(in € million)

30 June 00
30 June 99


Net sales
120.4
93.1

Cost of goods sold
74.2
58.5

----------
----------

Gross margin
46.2
34.6


Marketing & Sales expenses
6.1
5.7

Research & Development expenses
10.8
6.7

General & Administrative expenses
15.5
12.1

----------
----------

Operating result
13.8
10.1

Interest en other financial expenses
(3.3)
(1.5)

Pretax result
10.5
8.6

Taxes
(2.7)
(2.1)

Minority shares
(0.4)
(0.4)

----------
----------

NET RESULT
7.4
6.1


Consolidated balance sheet (unaudited)

(in €millions)

30 June 00
31 Dec. 99

ASSETS

Fixed Assets
13.2
10.5

Inventory
81.7
60.6

Receivables
118.9
83.0

Cash
0.6
6.2

----------
----------

TOTAL ASSETS
214.4
160.3


LIABILITIES & SHAREHOLDERS’ EQUITY

Shareholders’ equity
39.6
35.2

Provisions
17.7
15.1

Long term liabilities
39.4
27.2

Current liabilities
117.7
82.8

----------
----------

LIABILITIES & SHAREHOLDERS’ EQUITY
214.4
160.3



Additional financial data

Shareholders’ equity (in € millions)

31 December 1999
35.2

Net profit first half year 2000
7.4

Currency Translation Differences
(3.0)

----------

30 June 2000
39.6


Earnings per share
30 June 2000
30 June 1999

Number of outstanding shares
27,401,080
27,354,000

Earnings per share (Dutch GAAP) 27.401.080
0.27
0.22


All financial results in this press release are expressed in Dutch generally accepted accounting principles (Dutch GAAP).

This press release contains certain forward-looking statements and information relating to the future operations of Toolex International, that are based on the beliefs of Toolex management as well as assumptions made by and information currently available to Toolex. When used in this document, the words "anticipate", "believe", "estimate" and "expect" and similar expressions, as they relate to Toolex International, or their respective management, are intended to identify forward-looking statements. Such statements reflect the current views of Toolex with respect to future events and are subject to certain risks, uncertainties and assumptions. Many factors could cause the actual results, performance and achievements that may be expresses or implied by such forward-looking statements, including, among others, changes in general economic and business conditions, introduction of competing products by other companies, lack of acceptance of new products by Toolex’ International’s targeted customers, changes in business strategy and various other factors, both referenced and not referenced in this press release. Should one or more risks or uncertainties materialise, or should underlying assumptions prove incorrect, actual results may vary materially from those described herein as anticipated, believed, estimated or expected.

/ / / / / / / / /

For further information please contact Toolex International, phone: [phone]:

Lambert Dielesen, President and CEO

Leon Giesen, Chief Financial Officer

Jan Snoep, Executive Vice President & COO

[neooo]

news bei toolex.com:

Toolex strengthens position in Asian market

Veldhoven, September 6, 2000 - ITRI, a non-profit, government-backed, research institute in Taiwan has signed a contract to acquire next-generation mastering equipment, the Deep UV mastering system, from Toolex International NV. The institute has ordered a complete mastering set including process modules, with installation planned for November 2000. As a major research organization supporting local Taiwanese industry, ITRI aims to be among the key players setting the standards for next generation optical media formats based on 15 – 25 GB per layer capacities.

In addition to the above Toolex recently received an order from one of Taiwan’s largest manufacturers of recordable and rewritable discs to deliver twelve DVD-R lines and the first DVD-RAM system. This order is partly a result of Toolex’s extra R&D efforts of the first half of this year. Toolex has endeavoured to have its latest equipment ready in time for the turnaround in the recordable/rewritable disc market, so that CD-R contracts can be upgraded into DVD-R contracts.

In China, Toolex has signed a Memorandum of Understanding for a close co-operation with Tsinghua Tongfang Optical Disc Ltd and the Chinese government. TTOD is exploring the use of Chinese technological and industrial expertise in the commercialisation of optical disc manufacturing equipment for the domestic markets. Through its cooperation with TTOD, who already has an established name in China, Toolex both enhances its position in the Chinese market and broadens its Marketing & Sales and Manufacturing & After Sales activities. The Memorandum of Understanding marks the start of a long-term co-operation including the establishment of a Joint venture Company in due time.

The purpose of the Joint venture Company will be to manufacture, deliver and service parts, modules and lines for optical media production for the domestic market.

The first step in this co-operation is the establishment of a Joint Regional Sales Office in Shanghai in combination with local assembling, process installation, installation, service and after sales of production lines as developed by Toolex. These activities will then be extended with local assembling of more standardised production modules with the use of locally made parts.


gruss neooo

[Pariah]

Naja, wieder ein Schritt nach vorn. Kommen denn überhaupt mal schlechte Nachrichten von Toolex? Wahrscheinlich nicht. Hoffentlich reagiert bald mal der Kurs.

Gruß @ all

[bandolin]

@ alle,

bin schon seit einigen Monaten in toolex investiert, glaube ziemlich sicher an die DVD-Story. Nur frage ich mich, ob die toolex-Aktie auch über die Niederlande und den geringen Umsätzen in USA auch einen größeren Bekanntsheitsgrad in Deutschland erreichen kann?

MfG

bandolin