Cml Microsystems Share Discussion Threads

[jakleeds] 08/2/2012 20:01

Excellent reversal here today. A nice, quiet, civilised thread too.

[jakleeds] 06/2/2012 07:06

SSP, who distribute CML's products, trading ahead of forecast:

[tom89] 03/2/2012 12:56

Yes and on low relatively low volume. The spread of 8p seems quite large.
Is this intended to put off the average PI?

[cockneyrebel] 03/2/2012 11:43

A cracker of a breakout today.

CR

[wiloughby2] 01/2/2012 11:21

If this were a 'normal' company I would expect an RNS to say someone had been building/increasing a position here. But with our BoD and brokers I'm not holding my breath. I have been invested in this company for a number of years and dont remember a period of such sustained buying (as we have had since mid Dec )for a long time, albeit smallish transactions generally, but most of the time you can only by limited amounts anyway. This company easily has the potential to double it's share price from here. Imo

[jakleeds] 31/1/2012 12:23

Good update by ARM this morning, but CML are still the best value chip stock imo. When is the market going to wake up?

[jakleeds] 26/1/2012 09:24

Ready for the next leg up and a proper breakout perhaps?

[cockneyrebel] 25/1/2012 08:00

0755 GMT [Dow Jones] UK tech stocks such as ARM Holdings (ARM.LN), Imagination Technologies (IMG.LN) and IQE (IQE.LN) will likely be lifted by US peer Apple's (AAPL) "blowout" 1Q earnings, says Espirito Santo Investment Bank. Notes Apple's outperformance was across all product categories, with the main driver being iPhones. Atif Latif at Guardian Stockbrokers also expects to see positive read-across for UK/EU tech stocks and highlights ARM as a sector play. "With more contract wins, positive news and the marked increase in smartphone demand the tech sector still remains a smart risk/reward trade," says Latif. Traders expect ARM shares top open up around 10p from Tuesday's close at 580p. ([e-mail])

[cockneyrebel] 23/1/2012 19:50

Interim Management statement due around mid Feb.

Happy Valentines :-)

CR

[jakleeds] 23/1/2012 19:09

Nice reversal ...

[kimball808] 21/1/2012 11:34

Plenty of upward movement if allowed....274% discount to the sector

[kimball808] 20/1/2012 19:02

52 week break out...quite a rarity these days.....;-)

[cockneyrebel] 20/1/2012 12:21

About to break out by the look of it :-)

CR

[jakleeds] 20/1/2012 12:04

And again....

[jakleeds] 19/1/2012 10:28

Looking good again...

[cockneyrebel] 18/1/2012 21:11

These finally broke out today after a while of trading sideways, well went through that weak downrend resistance line if not a full blown breakout.

ASML news today probably helped.

CR

[jakleeds] 18/1/2012 12:38

Looking good here ain't it? I wonder if there's news around the corner...

[kimball808] 22/11/2011 20:08

very good H1 IMO

51% of full year forecast rev in the bag (2010 H1 51%)
61% of FY forecast PBT also in the bag (2010 H1 34%)

Op prof margin 17% (2010 H1 12%)

Cash increased 45%
Debt reduced 34%

Great 255% discount to it's sector peers

get the Euro woes out the way and this should a nice little investment...

[cockneyrebel] 22/11/2011 12:38

Will be interesting to see if Mark Slater is in for more soon.

CR

[chrisis33] 22/11/2011 10:23

This should help the H2 figures too ...

In the period post 30 September the Company sold one of the USA based properties held for sale for approximately $1m. The proceeds will be subject to appropriate taxes.

[cockneyrebel] 22/11/2011 07:29

Rather impressive imo, especially in this climate.

With 9,78p eps in H1 it looks they need do little more than match last year's H2 to meet the full year forecasts. As operating profit has risen and operating costs fallen so much in H1 it looks like they could do far better than that imo.

21.2p eps forecast for next year - that's a forward PE of just over 10 - bet there aren't many chip co's trading on a PE that low.

All imo - dyor.

ISA-able.

CR