Cml Microsystems Share Discussion Threads

[bones] 02/4/2021 10:19

Thanks roddiemac2. That’s my kind of investment. All of mine are either long term IP development situations with large OEM’s interested in it or recovery stocks and often a combination of both. CML is a perfect example, added to which there is barely any retail interest. When it arrives to be met with a tight supply, then the share price could benefit strongly.

[roddiemac2] 02/4/2021 09:53

bones, New products is what this investment is all about from now. I don`t expect fireworks in the short term, but this is a very interesting medium to long term play. Patience should pay.

[bones] 01/4/2021 11:43

https://surf.cmlmicro.com/ About SµRF CML Microcircuit’s new SµRF range of high frequency, high bandwidth ICs targeting RF and mmWave, support emerging markets such as 5G, Satellite and IoT. By using our expertise in advanced IC design, CML has created a range of RFICs and MMICs that are high performance, simple to design with, and simple to use in mass-market applications.

[bamboo2] 31/3/2021 08:32

Received my payment via Halifaxsd yesterday. slightly nervous as sold the holding on ex-rights day, and wondered I had got the timing wrong. Netted a good overall profit. Waiting to see if price wants to test the breakaway gap from 10/12/2021 This measures 284-298 and was caused by the disposal news. gla

[netcurtains] 29/3/2021 15:59

Thanks! Great tip Bones!

[bones] 29/3/2021 14:38

I have now received my capital payment from CML via my AJ Bell ISA and SIPP. Gives the valuation a tidy boost :)

[bones] 26/3/2021 10:19

I'm not expecting it today, Net. The nominee shareholders for mine are my broker, AJ Bell. They might receive it today but they then have to allocate it across all their clients and transfer individual sums so that might take a day or two more, I expect. Still, I live in hope!

[netcurtains] 26/3/2021 09:22

Has anyone got their cash this morning? Mine has not arrived as yet. Hoping its today but you never know.

[bones] 22/3/2021 12:22

All good, Net. I agree, some will re-invest the capital payment back into CML.

[netcurtains] 22/3/2021 12:11

"breakeven" - "winnings wiped out" - same . Yes I agree, I bought for the future not the present. Thanks bones. I suspect a significant percentage of people will reinvest the money back into CML - touchwood! AOR - yes you did well there. I did OK too - a profit is a profit. I vaguely remember, at that time, I moved the money into TRD. I kept buying and buying and buying... (I'm still buying)

[bones] 22/3/2021 12:08

Have you included the 50p refund? This is the equivalent of 385p today. I am about breakeven on that basis but I don't really worry about that because this is all about their future strategy in 5G including the prospect of using some of their cash pile for (hopefully) shrewd acquisitions, not to mention the potential to be acquired. Got to look long term at these slow burners. Net, don't make the same mistake you made with AOR/RUA? :)

[netcurtains] 22/3/2021 11:07

Well thats all my winnings wiped out. Back to square one. Any chance this might bounce back higher or are we on the way down further? Any views?

[netcurtains] 20/3/2021 13:02

thanks - I'll check

[bones] 20/3/2021 13:01

Net, my broker (AJ Bell) sent me messages at every stage of the process including the casting of my votes. I have an ISA and a SIPP with CML shares in each. I am surprised they haven’t been in touch with you about it. Either way, you should automatically get the money as it’s been voted through.

[netcurtains] 20/3/2021 12:07

If shares are held in an ISA do I have to do anything? To I have to let my ISA provider know anything or does it happen automatically?

[bones] 20/3/2021 12:04

Bamboo2, as you bought last week, make sure your broker has you down for the 50p per share capital return. It went ex-cap on Friday.

[scepticalinvestor] 19/3/2021 11:05

exactly. And wont have to wait long for the payment either

[netcurtains] 19/3/2021 09:43

That is quite a big rise. Looking good!

[bones] 19/3/2021 09:38

Thanks roddiemac. Also, as Sceptical Investor pointed out and I had forgotten to factor in, the shares are now ex-rights so the 50p drop is presumably factored in by the MM’s. Therefore, today’s move is “up 15p” as it stands. Funny that the drop in bare price seems to have flushed out a few sellers.

[roddiemac2] 19/3/2021 09:33

bones, Inflationary pressure is likely to grow forcing interest rate rises at some point, so , yes, " there will be a tantrum of some size " CML should be relatively immune to a market fall since the bulk of the market cap is represented by cash.The cash puts CML in a strong position to make an acquisition in the event of market falls, many companies having a debt problem.

[bones] 19/3/2021 09:12

We don’t have an earnings number to use for y/e Mar21. Just an indication of communications revenue. From my viewpoint, it’s the future performance that matters. There was no unexpected news here, but there was optimism. They have a tendency to couch comments in cautious terms but I’m happy with my investment here. We have potential acquisitions, future growth in a fast growing market, dividends, strong balance sheet. The issue for me is whether the overall market holds up. If market interest rates continue to rise, there will be a tantrum of some size, and no share will be immune to that.

[scepticalinvestor] 19/3/2021 08:43

It is possible to calculate EPS yourself...Ex day has passed, correct?

[bones] 19/3/2021 08:10

I don’t see any reference to EPS. As I said above, the results for y/e March 21 will be a hotchpotch of gains, part periods and rough trading. That’s all old news. What matters is the improving outlook for the communications sector. The MM’s are opening the traps and the short termers are wandering in. I already have a hatful of these but there may be more to be had soon :)

[netcurtains] 19/3/2021 07:56

looks good.