Cml Microsystems Share Discussion Threads

[roddiemac2] 15/7/2024 14:16

wad

It would be easy to check what customers of CML and other companies in the same arena are doing with stock levels.---Your comment is bizarre.

[wad collector] 14/7/2024 23:06

So is there really a stock overhang amongst the customers, or is that CML management spin?

[chrisdgb] 12/7/2024 15:24

We all know the quality of the business, like Filtronic there is a clear and growing defence angle.....

[wad collector] 12/7/2024 15:21

Sp starting to look a bit perkier this afternoon, perhaps the worst is behind us?

[c3479z] 02/7/2024 10:19

was under the impression that they had a buyer lined up for some of the land at the Oval- is this no longer the case?
an odd time to try to market property, would it be better to wait the election result and a possible reduction in interest rates in 2025?
seems that the takeover of MwT has resulted in margin erosion albeit with an expanded product range and an opportunity to enter the American defence market
expansion in customers placing more than 0.5m of orders per annum must mean that there's been a contraction in those placing smaller orders
export markets difficult as always - is there increased competition coming through from south-east Asia?
a bit of a mixed bag of results to say the least, today's a bad day also suffering with SHOE KITW and NANO....

[blackhorse23] 02/7/2024 09:23

Switched to RNK [better change to capital gains] 4 brokers issued strong BUY

[bubloo] 02/7/2024 08:53

I am surprised the price is holding up at this level based on an honest report from the management to say it will take two years down the road for any further forward momentum. I will hopefully wait for it to drop significantly to pick some up with a 2 year horizon.

[pireric] 02/7/2024 08:32

Shore capital taking the biscuit this morning. Hiding away their FY25 forecast of just 10.7p of EPS into the back of the note

No wonder the stock is taking a material hit today

Eric

[chrisdgb] 28/6/2024 09:32

Will be intersting to get the updated view with the results on Tuesday......

[wad collector] 16/4/2024 16:01

Bouncing a bit more at last, this is currently not being valued as a high tech semiconductor manufacturer....

[wiloughby2] 13/4/2024 14:34

I have No doubt you have seen the notice of share buy back by the company - explaining your comment. I too, concur that this is looking oversold . Maybe the American purchase is taking a while to integrate. I do feel those people buying at the present value will be rewarded.

[jemt0703] 08/4/2024 17:17

Some chunky trades today. Any thoughts on this?
My feeling is they're somewhat undervalued right now.

[3800] 06/4/2024 16:38

The latest forecasts of EPS 13.4p for 2024 would indicate that trading is still getting worse. I am unfamiliar with this company is it just a re-seller or doe's it do any manufacturing at all?

[wad collector] 28/3/2024 23:04

Sorry , the £18M cash pile makes a cash adjusted PE of 10 and it must be a forecast for 2024.

[wjccghcc] 28/3/2024 16:12

Shore forecast is 18.7p for this year. Gives a PE of 17.

[wad collector] 28/3/2024 14:46

Simon Thompson, having been tipping CML last year suggests hold FWIW. He points out that the customers that reduced stock are mostly buying from a monopoly and the Microwave Technnology acquisition will reduce the margins, the Shore forecast for 2023 is 3.9% yield and P/E of 10.

[ntv] 27/3/2024 20:10

Not surprising really

[wad collector] 26/3/2024 13:22

It wasn't.
TU is a bit negative so share price is heading south again, currently down 45% on this time last year.

[wad collector] 04/1/2024 13:41

This does look a promising bounce in the share price The HY results out in the open and a bit more investor enthusiasm for UK tech stocks may see a fiver on the horizon again , though suspect not the highs of last yr for a while.

[roddiemac2] 19/12/2023 14:31

steeplejack-------

re. your post 792----Going private is not part of CML`s plan.

[picnic] 19/12/2023 10:00

Thanks for the above write up ,looking more interesting on many fronts.
Note the filtonic (FTC) rns today re large contract , working with PRFI consultants,
who are of course owned my CML.
Also thanks for your write up on both CNC and PEN, both of which i hold.

[hastings] 15/12/2023 10:16

For interest.

[hastings] 13/12/2023 18:14

Caught up with management yesterday and very impressed with the story.
Particularly interested to hear that they had teamed up with Cambridge Consultants in order to develop a solution to the DRM market, which was launched in September.

I'll be putting a write up together on the back of the catch up and will post in due course for interest.

[antanatar] 07/12/2023 15:49

Some good buys going through today

[gleach23] 05/12/2023 12:48

Ah yes thanks picnic - I see AJ Bell displaying such a message now. Perhaps I missed it earlier.