Annoyedinvestor
29 Jul 2016
Re: Start a petition against the sale Maybe my view is too simplistic, but as a share holder in ARM at a price of £10 ish, I'm happy to take £17 and move on. Surely the aim of investing in shares is to make a profit from one investment, take that profit and then move on to the next share to hopefully make a further profit. I'm happy to accept 70% profit for a six months investment period!
Tony Flair
29 Jul 2016
Glad to see JP Morgan have woken up! Buried within 20 other RNS notices today is a short announcement to the effect that JP Morgan have raised their target from below 1000p to 1700p. I think they must (at last) have been looking at the recent news around ARM. It's good to know that these companies are on the ball, isn't it? 
shahban
27 Jul 2016
Start a petition against the sale As an ARM shareholder, I am really miffed at the sale of this great company. It has proved a steady earner and being 'home grown' a preferred bet. So I was thinking, given the 'new' giovernment thinking is to listen to the 'plebs' as opposed to the metropolitian elite, would they listen to a petition that has more than 100k signitures to block the sale of this great GB asset?
ribs
27 Jul 2016
Re: Dividend Ah no wonder I couldn't find it! many thanks MM
MrMeerkat
27 Jul 2016
Re: Dividend It's buried in Note 5:ARM shareholders who are on the register of members as at close of business on 8 September 2016, or at close of business on the business day prior to the acquisition date if earlier, will be entitled to receive and retain an interim dividend of 3.78 pence per share, which will be paid on 10 October 2016, or if earlier the acquisition date, without any reduction of the offer consideration payable under the acquisition.MM
white ladder
27 Jul 2016
Re: Dividend Why consider selling is the question to ask yourself I would say. What is there to gain? I trust I am understanding your question, but sadly I don't have the answer.
ribs
27 Jul 2016
Dividend Hi, would somebody mind letting me know please what date you have to hold the shares by to get the Dividend payment on 10 Oct 2016? cheers.
Chip_Scashtin
27 Jul 2016
Quote I'm not particularly crazy about good British companies being taken over by foreigners, but I object very strongly to them being given away at bargain prices.In the FT this weekend: "Considering ARM's future growth potential, people will look back at this deal five to ten years down the road and agree that the current price was very cheap." -- Masayoshi Son, founder and chief exec of Softbank.Couldn't have put it better.Certainly voting against the offer accepted by a CEO who previously flogged Pilkington to the Japanese.Autonomy on the other hand, seemed like a very good deal for shareholders.
gamesinvestor
27 Jul 2016
Results [link] like this and the eejits want to sell it. Eejits -- no other term is justified :-""""Chipmaker ARM Holdings posted its second-quarter numbers on Wednesday, with group revenues in USD growing 9% year-on-year to $387.6m and 17% in GBP to £267.6m in the three months to 30 June.The FTSE 100 firm said processor licensing revenues were up 14% in USD and 24% in GBP, with processor royalty revenues growing 11% and 19%.Its normalised operating expenses were at the lower end of its guided range, at £130.7m, with normalised profit before tax ahead by 5% to £130.1m and earnings per share up 18% at 8.6p.The company declared an interim dividend of 3.78p, up 20%.""""Games
Hawk Eye32
26 Jul 2016
Re: Fire the whole management team It is sad to see a great tech co. Like ARM being taken away from the UK I'm Ware SoftBank state they increase investment into the company we have heard all this before. Remember the Cadbury T/O when workers were promised their jobs would be safe, where are those jobs now in Poland. So I believe we should all be concerned about promises made with a take over in mind.perhaps Apple will be interested?
II Editor
26 Jul 2016
NEW ARTICLE: Losing an ARM and a leg "Like most shareowners of ARM Holdings (LSE:ARM), Monday began on an exciting note for me. Â My portfolio was up nicely, and my stake in the microchip designer was the major driver, after the company had agreed to be acquired by Japan's SoftBank ..."[link]
gamesinvestor
23 Jul 2016
Fire the whole management team I can't believe the CEO, Chairman and others on the board of ARM are recommending this deal to shareholders - it's a total disgrace.Softbank has a net profit of $470M against debt of $112BNIt also had cash outflows of $680M in March.It has profit margins of 5% and a return on assets of 2.8%.This is a hopeless situation -- ARM could get dragged under if this company hits the skids.Games
gamesinvestor
23 Jul 2016
Not till the fat lady sings!! I'm not convinced this is over.I just have this nagging doubt in the back of my mind that the Americans want this to fall into Japanese hands.Maybe Intel will, because Softbank will destroy ARM over time, and it will lose the huge potential it has from here on as an independent company, it will probably give Intel a new lease of life in the servers business.Qualcomm and the likes, will probably not want it to be so!!It's not over till the singing as they say.Games -- I would happily see the share price fall back, so I can hold this one for many years. It's selling for peanuts, surely the owners are not stupid enough not to realise that, no?
Mr Google
22 Jul 2016
Re: Arguments against takeover I would argue that accepting the offer will rob investors of future gains and huge potential of ARM that are greater than what the investors are receiving now. It is sad that the UK technology is being sold off cheaply and some of that blame should go to use investors as well the management (and BoD) in these companies.I don't think Softbank have paid much of a premium considering the Yen is strongest it has ever been versus pound sterling.
SundayTrader
22 Jul 2016
Re: Arguments against takeover Stockopedia gives the forward P/E ratio as 43.4 and the PEG ratio as 1.99. Those are not massively high numbers for this stock - particularly if you look at US tech stocks.When I bought shares in this yonks ago my recollection of the forward P/E then was that it was about 38. To my mind ARM always trades on this sort of rating - it has been relatively low of late, despite excellent growth, because of concerns about the smartphone market going ex-growth, and lack of understanding of growth outside smartphones and Arm's competitive advantages over the Intel model. As pointed out, the odds were on a re-rating at some point. Softbank are probably paying as much as they can afford, given that they are financing it from debt, but it is still a low price from the point of view of a PI, who doesn't have to worry about interest rates or his quarterly performance report, and is looking at value over the next five years.
