Cml Microsystems Share Discussion Threads

[roddiemac2] 03/8/2011 10:29

KIMBALL 808-- Wake up ---Liontrust sold out in October last year. L&G took the shares

[kimball808] 02/8/2011 16:09

That is true...So could not resist picking some for ye ole pension pot...

[santangello] 02/8/2011 11:49

Just an illiquid stock Kim.......

Could swing violently on the results, but a long term gem imho.

[kimball808] 02/8/2011 11:37

Two days health gains...wiped out in a flash...just seems one step forward two steps back at the moment...:-(

[cockneyrebel] 02/8/2011 07:38

Will be interesting to see if they mention the cash at the t/s - these had net cash of around £2.5m at the results. The cash position makes CML look even cheaper imo.

CR

[jakleeds] 01/8/2011 20:57

"Flash memory systems, which simply connect to devices via a slot, for example, are the storage medium of the near future. Even now, the market is growing at a breathtaking rate-with Hyperstone flash controllers at the forefront."

Hyperstone are one of CML's subsidiaries:

[jakleeds] 01/8/2011 10:26

L & G increase their holding.

This is a multi bagger from here - it's only worth £36 mill at the moment.

[bigbigdave] 01/8/2011 08:29

Added a few more just before the bell on Friday.
Seems like a good move now :o)

[cockneyrebel] 01/8/2011 08:25

Breaking out to new recent highs.

CR

[owenski] 01/8/2011 08:23

Had a gander at these over W.E. picked some up first thing, good job too.

[cockneyrebel] 01/8/2011 08:20

Frying pan to maximum here

The chips are hot today :-)

CR

[kimball808] 01/8/2011 06:51

The Tech H&E sector P/E put on an extra 9% over last week, meaning these are even cheaper than their peers....Mucho upside...:-)

[bigbigdave] 31/7/2011 14:06

ISA'ble ZULU......... now there's a rarity.

[cfro] 30/7/2011 18:36

On a forward PE of 12 and a super growth rate of 38%, i make the PEG here 0.31.

This also has excellent relative strength over 1 year, 6 months and 3 months. And cashflow is extremely strong, always a comfort.

It doesnt have the full five year track record, but i think this still qualifies as a Zulu.

Reminiscences of IQE last year???.....I remember Slaters involvement with that one and from a PE of 11 or so it near on trippled!!

[cockneyrebel] 29/7/2011 16:07

Cooking with gas here today on a crumby maerket day, imagine if people were feeling bullish - perhaps they will be next week when these post their t/s.

CR

[kimball808] 29/7/2011 16:02

Very red in general, but this is nicely bucking the trend...:-)

[cfro] 29/7/2011 13:20

Very interesting!

And thanks for the heads-up jakleeds!

Bought myself a few just now. :-)

[cockneyrebel] 29/7/2011 13:05

looks like you can sell 25k with ease and not touch the price - must be a big buyer still - Slater buying more perhaps.

CR

[jakleeds] 29/7/2011 12:35

Yep - reminds me of Bill Currie buying the day before Cupid's trading update.

Chart turning up here.

[cockneyrebel] 29/7/2011 12:33

Interesting to see Mark Slater loading up - has to be a positive imo.

AGM and trading update Weds - interesting he's buying just ahead of that.

CR

[praipus] 29/7/2011 11:23

Anyone interested in tracking the rest of "Young Mr Slater's" investments might like to look at post 70 on the WAM thread:

[jakleeds] 29/7/2011 10:55

Fantastic, he's always following me around ;-)

[kimball808] 29/7/2011 10:40

Young Mr Slater takes a stake...:-)

[kimball808] 29/7/2011 09:58

I guess if the Finance Director is selling, then the bid possibility is out of the window...