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CML Cml Microsystems Plc

310.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Cml Microsystems Plc LSE:CML London Ordinary Share GB0001602944 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 310.00 300.00 320.00 320.00 307.00 310.00 95,485 15:19:03
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Electronic Components, Nec 20.64M 4.81M 0.2978 10.41 50.08M
Cml Microsystems Plc is listed in the Electronic Components sector of the London Stock Exchange with ticker CML. The last closing price for Cml Microsystems was 310p. Over the last year, Cml Microsystems shares have traded in a share price range of 290.00p to 542.50p.

Cml Microsystems currently has 16,153,676 shares in issue. The market capitalisation of Cml Microsystems is £50.08 million. Cml Microsystems has a price to earnings ratio (PE ratio) of 10.41.

Cml Microsystems Share Discussion Threads

Showing 451 to 471 of 1075 messages
Chat Pages: Latest  19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
29/6/2013
10:08
APAD

I know of someone who can help you .

Can you post an email address or telephone number , then I will send you the info.

roddiemac2
25/6/2013
18:36
ro,
I'm looking for a UK broker who will open a company account for a non-UK company.
TD Direct will do this, but I haven't found anyone else.
Can you help?
apad

apad
25/6/2013
18:13
wiloughby2,

I hope you have received my emails now .If so you can delete your email address.

I have no knowledge at all of on line brokers ; I don`t use one.

roddiemac2
25/6/2013
17:21
many thanks roddiemac.
wiloughby2
25/6/2013
09:07
wiloughby2,

If you would be happy to post either an email address or a telephone number at say 6.30pm, I can then email you the S.P.Angel research , plus some other information.

roddiemac2
24/6/2013
12:26
Hi roddiemac2,
I have several accounts but on the demise of T20 use my 'trading' account less and less. Do you know of an online broker that still offers T20 ?
Spoke with the inspectorates office who gave an indicative decision time of five weeks. Personally I think Countryside's proposed development scheme looks good. Brown field site, infrastructure broadly in place and Maldon short of allocated housing space. Strip out the nimbies, nutters and parish council and you have a plausible scheme - and yes I have been and visited the site in person.
I haven't seen the S.P.Angel research in full - would make interesting reading.
been a great believer of CML for many years but cant help gut feeling that at some point in the next few years they will get bought out, albeit at a decent premium.

wiloughby2
20/6/2013
12:58
wiloughby2

T20---Sounds like you regularly trade stocks.

Have you read the research from S.P. Angel?

CML are doing the rounds in the city this week, meanwhile the Maldon District Council are hosting the appeal for the planning application : duration four days , Tuesday to Friday this week.The inspectorate are allowed three months to make a decision, but can take less time : usually one to two months.

roddiemac2
20/6/2013
12:20
roddiemac2 - I have an old fashioned broker but when they withdrew T20 trading facility (not that I used it very often) along with seldom getting as good a price as online, I used them less and less.
wiloughby2
20/6/2013
08:36
wiloughby2

You can`t beat having a good old fashioned broker.

roddiemac2
19/6/2013
18:05
w
How do you do that?
I'd love to be able to access those data.
apad

apad
19/6/2013
10:37
Have been unable to even get a quote to buy any number of shares online this morning. Could sell 5000 if you wanted but could'nt get a quote on even 50!
wiloughby2
16/6/2013
09:48
bones,

S.P Angel have written very thorough research on CML.
The following is an extract from page 7 of that research.---

Storage Controller companies are being acquired
Global industry players are buying specialist storage semiconductor technologies:
2010: Micron acquires Storage Genetics.

2011: Apple acquires Anobit Technologies for $500m.
OCZ acquires Indilinx for $32m.
LSI acquires SandForce for $322m.

2012: Seagate (major HDD producer) invests in DensBits.
Hynix acquires Link A Media for $248m.

2013: PMC acquires IDT's Storage Controller Business for $100m.

We were unable to find data on multiples paid. The acquisitions, aside from the Apple transaction, appear to be targeted at the Enterprise market. The SSD markets are undergoing structural growth and it is likely in future that we will see acquisitions across all three market sectors Consumer, Enterprise and Industrial.
CML has 50% market share in Industrial, a global sales platform and core technology platform IP.

roddiemac2
12/6/2013
14:15
From the latest Edison update----

Operational review
Wireless
Investment in RF is bearing fruit
Following a quiet H1, wireless sales rebounded strongly in H2, delivering 14% growth year-on-year. The strength was broad based (revenues grew at 17 out of the top 20 clients), likely reflecting some market growth and CML taking market share. In particular, the company's investment in adding RF capability to complement its long-standing strength in baseband is now bearing fruit. The contribution from RF products increased to £1.7m from £1.0m last year (61% growth).
Chipset customers could drive an inflection
H1 performance was significantly assisted by the commencement of sales from the company's first chipset customer, where CML provides both modem and RF chips for critical infrastructure terminals in Japan. Significantly, the company is working on chipset developments with a number of other customers and revenues can be 2-2.5x more than for model-only supply agreements. This opens up the possibility of an inflection in growth in wireless sales in addition to storage, with 2015 being the earliest that such an event may happen.
Investing in the longer term
Looking to the longer term, the company's establishment of a mixed signal and RF chip design centre in Sheffield (recruiting from a team at a large chip company) enhances the company's capability in higher frequency, wider band radio standards. This should open up a broader range of niche radio markets on a three- to four-year timescale.
Storage
Moderated growth from core PATA markets
Sales growth into storage, at 6.5%, has moderated from previous years (22% in 2011 and 2012). Growth was driven largely by increasing unit volumes with a small increase in average selling price. Sales are still dominated by the company's PATA (Parallel Access) products, although the company did report an increasing contribution from SD controllers. While the company commenced production volume shipments of its SATA (Serial Access) controllers to its first customers, the contribution was still minimal (sub £100k). We expect this to progressively increase this year, as existing customers ship in larger volumes and orders from new customers commence.
SATA upside still to come
As a reminder, management estimates that the market for SATA for controllers is significantly larger than for PATA and growing more rapidly. In particular, the average price per controller chip is expected to be up to twice that of PATA. Expansion into this area also provides an element of future proofing, in that while both standards are expected to co-exist, SATA is expected to progressively gain share over the medium term. The company is also sampling its next generation SD controller with lead customers. This product includes features to address the automotive entertainment market, a market into which CML has little exposure at present, potentially opening up a good sized new vertical for the company.
We forecast 10% growth storage for 2013 and 12% for 2014, but if customers start using CML for a significant proportion of SATA volumes, growth should significantly exceed this. It would not be unrealistic to expect storage revenues to more than double within three or four years under such a scenario.

roddiemac2
11/6/2013
09:30
There must come a time when this company will be a target for a larger organisation in semi-conductors? CML is still a comparative tiddler in the market place but its ongoing growth must be an attraction.
bones
11/6/2013
09:27
Decent results and a 37.5% lift in the final dividend. Not to be sneezed at.

Financial Highlights
-- Group revenues up 8% to GBP25.24m (2012: GBP23.41m)
-- Gross profit up 8% to GBP17.56m (2012: GBP16.21m)
-- Profit before tax up 28% to GBP5.07m (2012: GBP3.95m)
-- Basic EPS up 22% to 25.59p (2012: 21.06p)
-- Net cash inflow GBP3.74m (2012: GBP2.92m)
-- Cash reserves of GBP9.32m (2012: GBP7.74m)
-- Net cash of GBP8.98m (2012: GBP5.24m)
-- Final dividend increased 37.5% to 5.5p (2012: 4p)

Operational Highlights
-- Storage: 46% of group revenue
- Revenues from solid state storage market up 6.5% to GBP11.55m (2012: GBP10.84)
- CAGR of 23% over the last 5 years
- Volume shipments of the Group's SATA controller commenced in Q4
-- Wireless: 39% of group revenues
- Product revenues grew by approximately 14% to GBP9.80m (2012: GBP8.60)
- CAGR of 8% over the last 5 years
- Multi-chip strategy gaining customer adoption
-- Wireline telecom: 11% of group revenues
- Product revenues slightly decreased to GBP2.68m (2012:GBP2.78m)
- Gross margin increased resulting in maintained profit
- Underlying overall trend is one of stability for the segment

"Overall, the Group expects to make further firm progress in profitability during the coming year as we make the transition to a fully focussed semiconductor operation.

The Board is pleased with the positive developments made through the course of the year and looks forward to delivering increased shareholder value for the full year to 31 March 2014."

bones
07/6/2013
21:33
Results due to be announced on Tuesday. I guess this is why the MMs have been running the price up on no volume following the bullish trading statement on 9th May. Let's hope CML held something back and gives them both barrels on Tuesday!

To recall:


CML Microsystems PLC
09 May 2013
CML Microsystems Plc
Trading update

CML Microsystems Plc, ("the Group"), which designs, manufactures and markets a broad range of semiconductors, primarily for global communication and data storage markets, is pleased to provide the following update in respect of its trading for the year ended 31 March 2013.

Unaudited figures indicate that revenues for the year will be ahead of market guidance at just over GBP25m. Profit before tax is expected to be circa GBP5m and cash generation has been healthy resulting in net cash of GBP8.9m at 31 March 2013, both ahead of market expectations.

The Company will announce its full year preliminary results on Tuesday, 11 June 2013

bones
04/6/2013
14:44
bones

I note your comment re. the joint broker : my thought exactly .

Expect news flow to improve;this was less than adequate for a number of years: something I discussed with them on a couple of occasions.

I am very comfortable holding these.

roddiemac2
04/6/2013
11:21
Are there no shares around? Every time someone buys 300 or 400 shares, the MM concerned moves off the ask!
bones
10/5/2013
18:28
Good write-up from Edison, with upgrades and suggestion of more to come:
penpont
09/5/2013
14:13
core blimey, wish i still had me 25p ones
empirestate
09/5/2013
08:50
All seems ship-shape............

Trading update
RNS
RNS Number : 2940E
CML Microsystems PLC
09 May 2013

CML Microsystems Plc
Trading update

CML Microsystems Plc, ("the Group"), which designs, manufactures and markets a broad range of semiconductors, primarily for global communication and data storage markets, is pleased to provide the following update in respect of its trading for the year ended 31 March 2013.

Unaudited figures indicate that revenues for the year will be ahead of market guidance at just over £25m. Profit before tax is expected to be circa £5m and cash generation has been healthy resulting in net cash of £8.9m at 31 March 2013, both ahead of market expectations.

The Company will announce its full year preliminary results on Tuesday, 11 June 2013

CML Microsystems Plc
www.cmlmicroplc.com

bones
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