midlandsminer
18 Jul 2016
Re: what to do? Sell or hold? I don't have a large holding and bought in recently at just below £10 per share. I'm now up 75% so I think I'll sell half of my holding. I've held on and lost out in the past. Can't make the decision to sell or hold them all so selling half seems sensible even if it's not brave or overly committed!
Apostrophe
18 Jul 2016
what to do? Sell or hold? I don't need the money, but I'm tempted to sell today because I can see this *most likely* going one of two ways:a) Sales goes ahead, Arm slowly sinks in value over medium term.b) Sale doe not happen (somehow) - Arm shares drop back to 'normal' value.So selling now is a win-win?Other viewpoints please?
Rhigos
18 Jul 2016
Re: SoftBank agrees to buy Britain's ARM... once a week,I stand to gain financially though more Ford Mondeo than Jaguar XE. I agree ARM board would not have recommended bid unless sure they were sure of shareholder support from institutional investors. It was hinted on news this morning that the UK government might possibly raise objections and as we are still in EU, approval from EU may be required as well. Do not put deposit down on Jag just yet 
once a week
18 Jul 2016
Re: SoftBank agrees to buy Britain's ARM... I agree with the post about another superb UK company being sold to an overseas investor, who quite frankly don't a have a great past when it comes to investing. However, I've been eyeing a new Jaguar XE and this will pay for it. The directors will have gained support from Institutiioms for the sale so voting against is only making a point rather than a difference.
Rhigos
18 Jul 2016
Re: SoftBank agrees to buy Britain's ARM... [link]
Rhigos
18 Jul 2016
Re: SoftBank agrees to buy Britain's ARM Hol... I am very proud that Britain has in ARM the world's leading semiconductor intellectual property (IP) supplier. I do not like the idea of ARM being sold to SoftBank, a Japanese Telecoms Group. I will be instructing my Broker company to vote against takeover with respect to my ARM shareholding. This despite the fact that prior to bid my ARM shares were 5.68% by value of my share portfolio and 2nd larges shareholding. Assuming ARM shares open at 1600p they will represent 7.5% of portfolio valuation and be by far the largest of my share holdings.
DaveHughes
18 Jul 2016
Re: SoftBank agrees to buy Britain's ARM Hol... It's not enough!
rodent dingbat
18 Jul 2016
SoftBank agrees to buy Britain's ARM Holdings for $31 bln – FT Japan's SoftBank Group Corp has agreed to buy ARM Holdings PLC for 23.4 billion pounds ($31 billion), the Financial Times reported on Monday, citing two people familiar with the negotiations.ARM, the most valuable tech company listed in London, is a major presence in mobile processing, with its processor and graphics technology used by Samsung , Huawei HWT.UL and Apple in their in-house designed microchips.SoftBank could not immediately be reached for comment. ARM officials were not reachable outside market hours.If confirmed, the deal would be one of the largest in European technology to date and SoftBank's largest ever – outranking the $22 billion acquisition of a controlling stake in wireless operator Sprint in 2013, a deal that left the group with hefty debts as the carrier's losses mounted.Softbank has announced plans over the past few weeks to raise $14 billion with the sale of assets including shares in Chinese e-commerce giant Alibaba – unusual for a group that has rarely exited investments. But analysts had expected it to use the cash to reduce debt or give shareholders a windfall by buying back its own shares.An announcement on Monday would come less than a month after the Japanese group's founder, Masayoshi Son, scrapped his plans to retire, effectively pushing out his heir apparent, former Google executive Nikesh Arora.Son, known as "Masa", said then that he wanted to stay on to develop Sprint but also to complete the transformation of SoftBank into a tech investment powerhouse.A deal would also come just weeks after Britain voted to leave the European Union, a decision that has battered sterling and bolstered the yen.Though it has warned on the staffing impact of Brexit, ARM Holdings' revenues are largely in dollars and it has a diverse portfolio. Its shares have actually climbed almost 17 percent since the vote.According to the Financial Times report, SoftBank will pay 17 pounds in cash for each ARM share, a premium of more than 40 percent to Friday's close at 11.89 pounds.SoftBank shares were not traded on Monday, a market holiday in Tokyo. ($1 = 0.7539 pounds)(Reporting by Chang-Ran Kim; Writing by Clara Ferreira-Marques; Editing by Will Waterman) (([email protected]; +65 6870 3153
Keywords: ARM HOLDINGS M&A/SOFTBANK GROUP (UPDATE 2, PIX, TV
gamesinvestor
14 Jul 2016
Re: Share price increase "You are right about forward PE but of course that is a forecast not fact."R -- I'd take some comfort in the lowering of the P/E in recent years :-2013 - 742014 - 54.72015 - 43.1also, as we are already into July, and with Q1 and Q2 numbers already in, I would expect a reasonable degree of confidence that a fall to 33 for this year and 29 for next year is baked in.As you say the fall in the £ is a help, although I don't expect this to last. I predict the Euro will falll significantly against sterling in time as it becomes clear that the UK will gather pace as it frees itself up for trade with the rest of the world directly and cleanly. The EU's protectionism and mismanaged banking system will drag the EU to it's ultimate closure and reversion to a free functioning Europe unshackled by excessive control and bureaucracy.Games
redchilly
09 Jul 2016
Re: Breakout on weekly Sorry here is a working link for the chart [link]
redchilly
09 Jul 2016
Breakout on weekly Breakout of a Pattern on the weekly [attachment:1]vxAeWFP2.jpg[/attachment]I have a long position opened on Friday with a stop below friday's low [attachment:2]ARMDAILY.jpg[/attachment]Initial Target 1200
Rhigos
07 Jul 2016
Re: Share price increase gamesinvestor, "R -- I wouldn't have this down as a sell, it's a buy with their current position. Accept some of your figures, but the forward P/E is down at 27.5 for 2016 and 24 for next"The EU exit came as a surprise to me, different ball game now and I would say a weak to strong buy now because of overseas earnings in currencies other than GBP and a lot of labour costs in devalued UKP. I am glad I held off the sell button.You are right about forward PE but of course that is a forecast not fact.
DaveHughes
07 Jul 2016
Intel gives up on smartphone market! This article is a couple of months old but suggests an interesting development.A couple of years ago some pundits here were forecasting doom for ARM in smartphones once Intel got serious about it..... it seems they were wrong!"Intel cuts Atom chips, basically giving up on the smartphone and tablet markets"[link]
Le Grand Meaulnes
27 Jun 2016
Re: Share price increase Remember ARM has almost all revenue in dollars, about 50% costs (from memory) in pounds. So likely to benefit from weakening of sterling.
gamesinvestor
25 Jun 2016
Re: Share price increase R -- I wouldn't have this down as a sell, it's a buy with their current position. Accept some of your figures, but the forward P/E is down at 27.5 for 2016 and 24 for next.Compared to many companies, this is high, but for ARM it's the lowest it been for many years. Historically it has been in the 50's and even 70's.Also the EPS is set to jump dramatically this year from 24p last year to 34p this year. Bear in mind the EPS only a few years ago was down at 12p -- this is a business transformation.I'm not sure about the £20, but a good upside is possible here. Also on the dividend yield, it is low, but the growth rate of the divi is what you are looking at here. In 2011 it was 3.48p. This year it's expected to be 10.32p. That's a growth of 196% or 39% a year.An investment 5 years ago would see a yield today of 2.1% on your original investment and a capital growth of about 20% a year.Games -- I'm in at 1.52% of my portfolio and will add to this on dips
