Cml Microsystems Share Discussion Threads

[z1co] 10/10/2022 11:48

Solid buying this morning.
Share buyback will no doubt be very positive for the share price.

[ntv] 09/10/2022 21:20

Hence my statement re the daily allowance the company has set with the broker
Basic stuff as you state but you have to question why it set that daily allowance and if a purchase is not made on one day can this daily figure accumulate? There appears to be not enough flexibility in scheme
The main thing though is the company appears to be doing well when others are not. I like that. Hopefully when they get to start the building works on their scheme that will be a lot more builders around to do the work at much more competitive prices. Don't really a whole lot about them i have traded them a couple of times in the distant past.
Interesting times

[roddiemac2] 09/10/2022 10:54

NTV

I have held this stock in varying amounts for more than 20 years.( sometimes top lopping, sometimes adding) . prospects for CML have never looked better than now.I hold many times more than is traded on an average day.

"You never know who or why some PI or II will sell any particular stock"---obviously---basic stuff.

[ntv] 07/10/2022 18:14

roddiemac2
You never know who or why some PI or II will sell any particular stock
That is how the market works or doesn't work depending on your view
Keep a few pennies back because you never what price stock will be offered at

[roddiemac2] 07/10/2022 10:27

NTV

Why would any informed investor want to dump such a promising stock? I have a large holding , but would still be prepared to add on any weakness.

[ntv] 06/10/2022 19:48

Well spotted Z1CO
roddiemac2
you miss my point
If a PI or II suddenly wanted to dump a load, the company would be in no position to say buy 20k @350p because of the stated policy
Their hands are tied

[z1co] 06/10/2022 18:12

There was 1579 trade reported today it could the first under the share buyback programme.

An rns tomorrow morning will confirm it it is.

[z1co] 06/10/2022 10:15

Finally it's broken through the £4.00 barrier again and this time we should see new highs before the Interim results next month.

[roddiemac2] 03/10/2022 20:45

NTV


They are not trying to prop the share price up; they are buying shares at what they consider to be a good rice.

The shares are fairly tightly held . If the shares follow a falling market that would be an opportunity to buy more at a better price.

[ntv] 03/10/2022 14:17

I notice the daily limit is only 1500 shares or so
so not really a lot of good if for instance the market suddenly drops

[z1co] 03/10/2022 08:28

Hopefully in excess of £4.60 before they issue interim results next month.

[ntv] 28/9/2022 13:07

Hopefully back to around 360 for a top up soon

[roddiemac2] 28/9/2022 11:39

CML are getting all their ducks in a row. It will be interesting to see if the plans submitted to Maldon District council gain approval.
we are now seeing the significant on going spend on research and development bearing fruit.

[ntv] 28/9/2022 10:32

Happy with the update
Share price even up at the moment despite terrible market

[viking24] 28/9/2022 08:10

Indeed, no debt and divi.Stock will test 450 soon

[scepticalinvestor] 28/9/2022 07:09

Great update

[hew] 06/7/2022 09:46

ST in IC piece says Buy.

"Exploiting a lowly rated technology growth stock. A semiconductor chip maker and designer has:

- beaten analyst earnings estimates

- is forecast to grow profits by 20 per cent in the new financial year

- but is only rated on a cash-adjusted PE ratio of 13."

(ST's words, my punctuation)

[hew] 05/7/2022 10:07

What a feeble presentation of the headline Results - Emphasise those increases!

Revenue: +29.5% £16.96m (£13.10m)

Gross profit: +35.3% £12.80m (£9.46m)

PBT: £1.74m (2021: £0.01m)

Net Cash: £25.04m (2021: £31.9m) after £9.0m dividend

[linton5] 05/7/2022 08:12

Super results once again from cml will purchase some on a tighter spread a spurge o buying and she can move on low stock

[bones] 21/6/2022 10:40

Unfortunately, when auditors haven’t finished their work on time and need another three weeks, it doesn’t help sentiment. What is taking them time to complete? Are they looking closely at stock valuations? Work in progress? We haven’t been told and markets (and investors) get jittery in bearish times like these.

The company did however reiterate their previous “slightly above market expectations” viewpoint, so we have to conclude that the delay is more administrative in nature. Let’s see! The woolly references to processes and procedures didn’t explain a lot.

I confess I reduced my holding (which was sizeable) on this delay simply because I like to hedge my position on this kind of thing in case there’s something that is concerning the auditors. I hope it is all a lot of nothing of course!

[linton5] 21/6/2022 09:11

The company were disappointed in delay of results which tells me they will be above expectations if spread wasn’t so cack 353,368 I’d buy a few

[bones] 12/5/2022 14:00

Read across from giant competitor STM (based in Europe, quoted in the US):



CML is in the right place here.

"....ST will leverage its early focus on three long-term enablers: smart mobility, power and energy management, and IoT & connectivity....."

[matthew palmer] 07/5/2022 15:32

Anyone on TECHINVEST, I am wanting to form a group of similar minded people to discuss its views etc and information.

Click my name and send a message.

[km18] 04/5/2022 16:39

CML Microsystems PLC comprises divisions providing designs and solutions across the semiconductor equipment industry. The firm is engaged in narrowband communications integrated circuits which are useful to construct wireless data, satellite communications and marine radio applications. Given the wide range of semiconductor solutions, the firm managed to perform ahead of market expectations with a robust net cash position of £25m, yielding future organic growth. This plausible market news was reflected on the solid EV/EBITDA of 15.02x, thus capturing intrinsic value.