Imagination Technologies Share Discussion Threads

[borromini1] 16/3/2017 09:07

285p share price x 278.6 million issued shares / 15 years = 52.934 million GBP profit. What will the March interim report say for FY 2017 and project for FY 2018? Last December statement stated H1 2017 equity losses 10.6 million, equity assets 131 million and ongoing operations profit 2.855 million GBP. How about FY 2017 ongoing profit 10 million GBP and FY 2018 25 million GBP, would that be enough progress to support the share price?

[colsmith] 16/3/2017 08:48

I would have thought that INTEL would leave Mobileye as a stand alone company with the tech it knows rather than start to dictate that INTEL stuff should be used. After all if the market eventually is worth $79Bn (s stated in article) the company will get the financial rewards anyhow. So IMO leave Mobileye alone and don't interfere.

[taffy100] 15/3/2017 15:28

Green Hills Software and Imagination Announce INTEGRITY RTOS Support for MIPS I6400 CPU
Ultra-efficient Processing for Systems Requiring Real-time Performance, Security and Reliability

[andrewbaker] 14/3/2017 16:51

IMG is the right company in the right business and the right place (UK: weak £) at the right time. Not only is its business now profitable, but there's always the bid factor; much more likely now for worthwhile UK tech companies, 'cos they'll be cheap.

I bought in the £3s in 2010, sold around half in the £5s in 2011, and had to wait a long time (buying more in the £2s in '14 and '15) to get back to what will again be a healthy profit when the price goes back above £3, which it will soon, IMHO.

When £3 is breached, £4 could follow quite quickly; though after that I think the rise will hit overhead supply when getting close to £5; but it may be bought before then, and £5 a share may well be achieved, in that event.

Whatever, it's been uprated, and buying some now is likely to be a good move, once again IMHO.

[freddie ferret] 14/3/2017 16:41

Pottsey.

Thanks for that, good post, and does enlighten me.

[twatcher] 14/3/2017 16:28

highest volume traded in over 3 months.

[pottsey] 14/3/2017 16:16

freddie ferret my guess is someone knows something or is expecting something positive about the upcoming March Interim Management Statement or its excitement about a possible buy out. Perhaps even a mix of both.

There are only so many small to mid-size technology company’s left to buy and Intel just brought Mobieye while the big Arm buyout is still on everyone’s mind.

It could well just be excitement as IMG is one of the few remaining tech company’s worth buying. People could be gambling, buying into IMG hoping from a buyout from one of the big companies. We do seem to be in a consolidation/merge phase with big company’s getting hold of the promising smaller company’s. Everyone is trying to get ready for the current shift in the computer world.

EDIT: It also helped Intel bought Mobieye and said it will become a 70 billion market and it looks like Mobieye is going to keep using MIPS.

[freddie ferret] 14/3/2017 15:45

I gave up understanding this share a long time ago.
However the chart is becoming positive, but I do not know why.

Without tech twaddle can anybody enlighten me?

[twatcher] 14/3/2017 12:24

That Elvees Elise soc contains:-

An integrated PowerVR Vision IP Platform that combines a PowerVR GX6250 GPU, a PowerVR V2500 imaging processor (ISP), a PowerVR E4500 video encoder and a PowerVR D5500 video decoder, saving power and bandwidth for today’s camera applications

A dual-core high-performance MIPS Warrior P5602 CPU, as well as an energy-efficient multi-threaded MIPS interAptiv CPU and MIPS Warrior M5150 MCU-class CPU – altogether delivering superior acceleration for compute-intensive video analytics applications and audio processing

Ensigma Explorer C4250 connectivity processors (RPUs) which provide high-performance on-chip Wi-Fi and Bluetooth to support future wireless multi-dimension video analytics cameras.

[taffy100] 14/3/2017 12:09

Stereo vision and video analytics ELVEES SoC for smart devices, AR/VR, IoT, ADAS and other applications is sampling now
‘ELISE’ SoC features wide range of Imagination Technologies’ IP cores

[twatcher] 14/3/2017 11:30

Todays indepth on the latest hisilicon Soc 960, is really revealing in respect of the power efficency (or lack of) of the latest Mali GPU, the G71.

In one test, it's average power usage (average not peak) during graphics tests is between x2-x4 more than others in the table.

In another graphics test the iphone6s (i.e. not even the latest iphone) had an average system power consumption that was about 1/2 that of the Kiron 960 Soc.

THe summation includes the folliowing:-

"Power consumption for Kirin 960’s GPU is even worse, with peak power numbers that are entirely inappropriate for a smartphone. Part of the problem is poor efficiency, again likely a combination of implementation and process, which is only made worse by an overly aggressive 1037MHz peak operating point that only serves to improve the spec sheet and benchmark results."

[pottsey] 14/3/2017 11:10

Intel buying Mobileye doesn’t sound too bad. Intel is giving Mobileye an unusual amount of autonomy and is integrating Intels own ADAS group under Mobileye operations under Mobileye chairman Amnon Shashua. Intel seem to more interested in cloud, data and computing over swapping away from MIPS.

Anyone found a full text transcript of the Conference Call?

[milesy] 14/3/2017 11:07

Liberum reiterate BUY rating today with upside to 325p:

[emptyend] 14/3/2017 10:26

well I'm out on this today. Sold a few before the rise and then sold the balance today. Its a gamble on a bid IMO......and, for once, I've sold into the rise.......so it will now be a cert ;--)

[twatcher] 14/3/2017 10:26

Anyone with a Level 2 view that they care to share ?

[milesy] 14/3/2017 10:14

Blimey, summit up lads?

[twatcher] 14/3/2017 09:47

Ken, hope to continue to see you around somewhere on the interweb

[taffy100] 14/3/2017 09:25

Imagination and Intercede demonstrate the power of the Trust Continuum in securing the IoT
Joint initiative addresses consumer security risk driven by today’s on-demand economy

[twatcher] 14/3/2017 08:34

See, told you it was bad for IMG :)

[sweenoid] 14/3/2017 08:22

Lol
Bet he doesn't sell this morning, he's a Scot and he fancies some more ;-)and with a trading statement next week will he do it
Since its Cheltenham races this week, what's the odds?
All in jest
However from a chart perspective a break to 290 woukd be a very very bullish sign , check it out
D

[richardc77] 14/3/2017 08:18

Congrats H2 the 280p target has been met, must have been a while since a PI had their IMG target met on the positive side! ;)

[taffy100] 14/3/2017 07:05

Barco Silex and Imagination collaborate on SoC security
Imagination’s Trusted Element IP to integrate Barco Silex’ eSecure solution for MIPS platforms