Imagination Technologies Share Discussion Threads

[sfj] 23/6/2017 09:35

...especially speculative shorters...

[mallorca 9] 23/6/2017 09:32

That rally has sucked a lot in -ouch !

[mallorca 9] 23/6/2017 09:26

Maybe that early rally has sucked a lot of speculative buyers in and this may actually end the day red.

[richardc77] 23/6/2017 09:16

I can't read what you're posting but I wish you well with your investment, whatever it may be :)

[mallorca 9] 23/6/2017 09:14

A lot buying in though on speculation of a £500m offer !

[mallorca 9] 23/6/2017 09:06

The prime assets will be picked up for very little.
The Company was already at a very high P/E before the Apple news. Now, rather than carry on as a going concern, the Directors have decided to sell for as much as they can get.
The Co may be broken up.
As yet there are NO bidders for anything.

[mallorca 9] 23/6/2017 08:59

Because the fall will be very sharp.
There may be no bids for the whole company.

[richardc77] 23/6/2017 08:57

Yes it would be odd to be shorting right now, very odd, or foolish even.

[someuwin] 23/6/2017 08:56

£500m is peanuts to some of the big players being mentioned regarding bids for IMG.

[panic investor] 23/6/2017 08:55

Don't hold but I can't understand why anyone would short a stock where there are multiple bidders - takes all sorts

[pottsey] 22/6/2017 20:48

It’s not about the profits, it’s about the technology and IP. Company’s like this have a history of selling a lot higher due the patents they hold and the rest.

[mallorca 9] 22/6/2017 20:42

WE shall see - that values this non profit making Co that has just lost it's biggest customer, at circa £100m. A very generous valuation.

[bionicblabbermouth] 22/6/2017 20:10

Do you see dead people too?

[mallorca 9] 22/6/2017 20:04

I'm with sheephearder,

nice to see someone with a sensible view, obviously based on some experience.
Good luck to those who choose to hold.
I have a hefty short position.
It may take several months but I see this falling to below £100m MC so under 35p per share.

[bullet ant] 22/6/2017 19:40

I will be happy with 225p.


BA

[rob_evans] 22/6/2017 17:08

freddie ferret > "All a matter of price, but will it get back to £6?"

Yes, I should think so.

[freddie ferret] 22/6/2017 16:44

All a matter of price, but will it get back to £6?

[pottsey] 22/6/2017 16:35

"Which is why there is a good chance of the price going up. Many Chinese view PowerVR as high quality and due to being Japanese owned don’t like ARM. Plus IMG have a number of key IP areas that are ahead of ARM which will be of interest to a lot of other companies."

Which is why there is a good chance of the price going up. Many Chinese and others view PowerVR as high quality and due to being Japanese owned don’t like ARM. Plus IMG have a number of key IP areas that are ahead of ARM which will be of interest to a lot of other companies. But there is no point arguing aver this, time will tell.

The Tsinghua Unigroup has been given $22bn from the state, part of which is to buy up company’s like IMG to build an in-house tech empire to move away from ARM and Intel. The Chinese government have a goal to move away from dependence on foreign semiconductors and don't underestimate how much many Chinese hate Japanese/ARM.

Going by the history of all the other GPU company’s that ended up for sale I expect IMG to be sold.

[sheep_herder] 22/6/2017 16:25

I'm going to go with no sale for the whole group. They will come, look, and walk away.

[someuwin] 22/6/2017 16:10

Think we'll see it go for £2 a share.