Cml Microsystems Share Discussion Threads

[scepticalinvestor] 16/11/2020 20:56

Anyone there?

[scepticalinvestor] 13/11/2020 14:51

worth a punt before Tues imo

[chrisdgb] 20/10/2020 10:19

Reading update looks OK in the scheme of things, anyone else watching.....??

[chrisdgb] 04/10/2020 07:00

Trading update soon.....?

[roddiemac2] 31/3/2020 11:30

PUGUGLY,

"Supply chain disruptions to date are minimal and of a short-term nature." I was concerned that this might not have been the case .

If any company is in a good position to benefit when things improve it is CML.

I note that they gave no figures in relation to their recent acquisition . I asked Chris Gurry about this. He said that no investors were given this info. I hope to see this included in the next results.

[pugugly] 21/3/2020 17:36

roddiemac2 - I tried to buy but not much stock available and price moved against me too fast - but due to cash position have alerts set if any fall back - You take care and stay healthy.

[roddiemac2] 21/3/2020 17:28

PUGUGLY,

Fair comment. I have made some purchases in a couple of stocks in the last few days.I have not bought CML simply because I am overweight in them already. Whilst debt levels are going to cause problems in many companies , CML have no problems in that respect.

[pugugly] 21/3/2020 15:18

roddiemac2:_ Not suspect just overconfident that the COVID2 storm will pass quickly - In this respect they are in the same guilty catagory as many politicians, wealth and fund mangers in the middle of Febuary - The situation is moving towards meltdown far faster than all but a very few suspected at the beginning of the month - Possibly the knindest interpretation could be that they took the best advice available at the time but the experts have since moved the goalposts. Boris moved his position of Friday.

[roddiemac2] 21/3/2020 15:09

PUg,

Are you saying that you think the management of CML are suspect ?

[pugugly] 19/3/2020 07:28

A reasonably upbeat statement in the current situation - China now back at work.


" Despite turbulent times, the Board maintains its belief that the medium to long term growth drivers for our products and services are strong and, underpinned by a strong balance sheet with no debt, continues to expect a firm uplift in the Group's performance as global negative influencers subside."

However (imo) this is the calm before the storm - UK looks to be heading into a category 5 hurricane - Lock down - troops on the street - many factories closed so we still have to cross the valley of death - The jouney - if one believes the "experts" may take until the autumn -

Thus suspect management may be a little too confident.

[gilesy] 05/2/2020 16:40

i do like the company and will buy back in when position is clarified

[biteherbutt] 05/2/2020 15:49

Yes supply chain problems

[gilesy] 05/2/2020 15:01

I sold out a £3.66 as the near term prospects are not promising, compounded by the virus repercussions on the chinese operations

[gozo] 16/1/2020 09:17

Steadily ticking up....long may it continue!

[roddiemac2] 26/11/2019 11:46

PUGUGLY,

I have held these for more than a few years, and whilst they have promised much, it has been a rocky road.

They do tend to be accurate and conservative with their somewhat brief announcements, so I expect a better second half.

[pugugly] 19/11/2019 07:52

Not very encouraging - Market already marked down before opening -


However "Outlook

· Management expectations are for a sequential improvement in sales revenue for the second half year in conjunction with a favourable product mix and tight cost control "

BUT how often have we heard these sort of words from many other companies and the expectations have never come to pass

At least however they have plenty of cash.

[pugugly] 22/3/2019 16:15

Looks like institutional swapsies all at 280p 600,000 shares changed hands today so far.

[roddiemac2] 15/3/2019 21:56

Selling has been confined to PI`s, and in very small trades.It seems all the institutional holders are staying put. In these circumstances it takes very little to drop the price.---

gilesy , your timing looks good .

[gilesy] 15/3/2019 12:27

bought more shares today as I think the sell off is overdone

[roddiemac2] 21/2/2019 10:52

PUGUGLY,

If you send me your tel. number by private message , I will contact you at a time convenient to us both. ( what time zone are you in? )

[roddiemac2] 12/2/2019 15:23

Pugugly,

Chris Gurry comes back from holiday tomorrow. I will give him a bit of time to settle , then contact him.

[roddiemac2] 12/2/2019 09:12

PUGUGLY,

I have read your message:---agree comments re revenue growth. ---will try to contact management today.

[pugugly] 12/2/2019 06:01

roddiemac2_ Do you have access to Advfn messages? The envelope symbol beside the ADVFN telephone number [phone] should be flashing red - Click on it which will bring up a "Private Message Folder: Inbox" menu - Click on the top message which should be from me to open - In case glitch with 1st send been resent now.