Imagination Technologies Share Discussion Threads

[onehanded] 09/10/2017 10:34

may well head towards 1.80 mark then. Will be interesting in next few weeks to see if any special dividend. Holding and waiting.

[hammerd2] 09/10/2017 09:58

Just for a laugh, are there any chartists out there who want to do a real analysis of IMG and post their conclusions on what they expect the share price to do over the next month or so ? Only using trade and squiggly line information as they would normally do, NOT using the information that we know is coming down the line. Would be interesting I think.

[hammerd2] 09/10/2017 09:48

I think I have just done the last active IMG trades I will ever do, rolling forward 50k on a T-20.

Flags to half mast.

[hammerd2] 09/10/2017 07:12

So, 4 weeks for all the other interested parties to come forth into the light !

[hammerd2] 09/10/2017 07:11

Remember remember the 6th of November

[hammerd2] 08/10/2017 07:50

If my recollection from last week about MIPS sale completing sometime mid-October was right then this is the week folks. If we don't get confirmation it's happened by Friday then things may start to get a little twitchy st hammerd2 Towers.

[freddie ferret] 06/10/2017 17:30

I think this UK government is not capable of doing very much at the moment.

[jamesrowe] 06/10/2017 13:04

I suspect that the UK government might be as keen to keep China happy as the USA happy. They are stuck between a rock and a hard place!

[jacko07] 06/10/2017 12:34

TW..I have experience of being a shareholder when a quoted company is sold with the deal being recommended by the board. With regard to tech company shares, I held Colt and Logica both of them bought out within the last three years and both share prices going straight to the buyout price and staying within a penny or two above or below.

Because of Trump's scatty way of protective governing and his paranoid action of blocking the deal against CB buying Lattice, it worries me that this Tory goverment keen to placate Trump might block the deal. We cannot be sure if our Government won't follow suit, just to suckle up to Trump's fragile mental state. Let's face it, in this weird Global political climate what can look like a pretty sure deal could fail because of politics. They are making a pigs ear of the Brexit talks, this could be their chance to say 'we are not letting British companies go to Bejing'.

If this were a done deal IMG shares would be trading at 179 to 182 or more as that is what always happens. So it may be a possibility that if the CB deal was blocked by the government, IMG are talking with the others in the fray to take it on. It would be odds on that someone like ARM would be preferred by theGovernment.

I realise it all 'pie in the sky' at the moment and I hope that the CB deal goes through without a hitch.

[hammerd2] 06/10/2017 09:16

Logically if we assume the reason there's still 12p in this is because there is some level of doubt as to whether it will go through - certainly at least until MIPS goes - and that there's about 6 weeks til the deal is due to complete then we should see a gradual increase of around 2p a week. If things worked entirely in straight lines of course.

[borromini1] 06/10/2017 09:13

Does anyone think the Tories will pick up on another Labour notion and implement it within the next week or two in time to invest in IMG? I like the bit about the UK being the only G7 country without one, says it all.

The British Investment Bank was a proposed public bank designed to finance projects of national interest. All members of the G7 group of countries, plus Russia, have a public investment bank of varying kinds, except for Britain. It is seen as a useful route for small and medium businesses to get loans on fair terms, particularly when conventional private banks are reluctant to lend.

It was supported by Ed Balls and Chuka Umunna among others in the UK Labour Party in 2013.[1]

[hammerd2] 06/10/2017 08:54

There you go Blueteam. Context.

[blueteam] 06/10/2017 08:53

Ah did not see the whole article but a clip

[borromini1] 06/10/2017 08:50

Turns out to be wishful thinking on Alex Brummer's part hoping for the fictional British Investment Bank to come to the rescue.

[blueteam] 06/10/2017 08:50

only saw it last night. It was Wed oct 4th 2017. So a few days ago.

'A British investment bank MAY be looking to take control as the price seems cheap as innovative chip development continues'

[jamesrowe] 06/10/2017 08:47

Ooops.... I did check the date was October.... Should have checked the year too! :-(

[hammerd2] 06/10/2017 08:30

Bloody hell James that's a year old !

Blueteam - do you not see how maybe context, a date and posting the link to your quote may be useful ? Was this today, last month, etc ?

[jamesrowe] 06/10/2017 08:24

I don't think that I have seen this article posted before. Not much new but does contain a few specifics about where ex-IMG staff are working in Apple.

"One of Apple's most important technology partners is suffering a brain drain — to Apple"

[blueteam] 06/10/2017 08:18

A comment from Alex Brummer (city Editor) of that well known financial paper Daily Mail!

[blueteam] 06/10/2017 08:12

Here we go

'A British investment bank MAY be looking to take control as the price seems cheap as innovative chip development continues'

So may be hope ofa higher price than 1.82. We will see.

[hammerd2] 05/10/2017 16:33

Thinking back to when we bought MIPS in the first place IIRC there was an expected date for completion and none of the to'ing and fro'ing between us and CEVA changed the completion date - is that about right ? If so (although both us and CEVA had already done due diligence by then) then we should really expect mid November to remain D-Day one way or the other. For anyone to pull the rug out from under CB at this point would need someone with deep pockets who wouldn't really sweat the odd 100m or so either way if they hadnn't done full due diligence.

[hammerd2] 05/10/2017 11:12

Looks like the big holders like BG may be selling to the shorters to close their positions. If that is right then BG have just helped someone close about 0.35% yesterday - if right we'll know either this afternoon or tomorrow when the lists are updated. No idea why they would do that, maybe it's part of the contract they had. Maybe they're not connected deals.

EDIT - that may be the reduction you noticed borromini, dates don't match up, but when did propriety ever mean anything in the markets ? :-)

I can't find the IMG notice relating to the update on MIPS sale for some reason - did it give a rough date for MIPS sale now shareholder approval isn't needed ? I have an inkling of mid October, so end of next week possibly. I'll be very surprised if Tallwood don't end up selling MIPS to Intel at some point.

[borromini1] 05/10/2017 08:14

Monday 2 October late afternoon three shorters GSA, Marshall Wace and Numeric bought back one million shares or 0.35% between them and in the process pushed up the share price from 168 to 170 GBX. 4.45% to go including recent shorter Farallon at 0.94%. GSA held 0.7% just before the Apple announcement in April.

Doesn't look like wacko jacko did any big time insider trading on Monday, unless he was selling.