Pace Plc Share Discussion Threads

[andyble] 17/1/2018 19:00

Volume spike today, albeit including some curious very large trades, will raise some eyebrows, and not supported by any news, yet.

[freddie01] 17/1/2018 13:46

Boise River looking serene on a foggy morning.

[clocktower] 16/1/2018 12:10

"The mountain of Zhangjiajie, a beautiful place in China" Spoilt by all those roads.

[freddie01] 15/1/2018 10:12

Fantasy by Liping_Photo

[freddie01] 15/1/2018 10:11

Nice pics Pillion.

[alexmcdonald] 15/1/2018 08:27

A bit of background to give an insight to what is going on in the semiconductor world:


Quote:
Samsung’s lead is literally built on sand, in the form of memory silicon," said Norwood. "Memory pricing will weaken in 2018, initially for NAND flash and then DRAM in 2019 as China increases its memory production capacity. We then expect Samsung to lose a lot of the revenue gains it has made."

[pillion] 14/1/2018 17:04

Venice 2017

[freddie01] 14/1/2018 09:24

Husum (North Frisian: Hüsem) in Schleswig-Holstein, Northern Germany. The town was the birthplace of the well-known novelist Theodor Storm. It’s also home to the annual international piano festival “Raritäten der Klaviermusik”, which takes place at the local castle. Husum was first mentioned as Husembro in 1252. Like most towns situated on the North Sea, it was always strongly influenced by storm tides. In 1362 a disastrous one, the “Grote Mandrenke”, flooded the town and carved out the inland harbor. Before this date Husum was not situated directly on the coast. Locals took advantage of it and built a marketplace, which led to a great economic upturn. In the 1300’s, the population grew rapidly. 2 villages were founded. The name Husum was first mentioned in 1409. It’s located 80 km west of Kiel and 40 km southwest of Flensburg.





The mountain of Zhangjiajie, a beautiful place in China

[johnwise] 13/1/2018 16:28

Bird’s eye view: Kingfisher lands on a camera’s shutter button – and takes an amazing photograph of its mate

[freddie01] 13/1/2018 07:26

The midnight sun in Northern Norway



Photography by Michael Block LA/NYC



The Broadmoor at Christmas

Colorado

[alexmcdonald] 12/1/2018 10:49

Another lawsuit issued by TiVo on Comcast:

[freddie01] 12/1/2018 09:43

Fantastic clocktower. :)



















The Neversink Pit Sinkhole near Scotsboro / Alabama

[bashor] 11/1/2018 21:31

Sadly Andy I've just about forgotten this one too, it's been an exciting time holding over the years but retirement looms and it's time to look to more of an income fund, I'll be around for this and the next tax year but then I'm fully out, jam tomorrow is still the story, now if Mike Pulli pops onto the scene I'm all ears

[andyble] 11/1/2018 15:18

My thoughts too! The chart is not good and favours/encourages downside to nearer $20, and the company has accidently or deliberately or more likely in interests of transparency dropped its trousers re memory costs. The fall is overcooked. The actual impact on the dram bill of materials for the relevant sales is likely less than 2% of revenues and inelastic in sense that the more money chasing up prices is mostly the same more money out there to pay for higher prices for consumer kit. The company will be surprised just how much of an effect their words have had but pleased, as I am, that they can now retire stock cheaper. Essentially this is now trapped in a poor chart with low volume and no reason to buy until memory prices settle down which could be at least mid year unless evidence that the business is thriving anyway. A great buy for a DRAM memory manufacturer and others right now especially for all the cash flow. I know I have to forget this one for a while as I did many times with you know who back when until ... .

[clocktower] 11/1/2018 15:07

Wonderful woodwork.

[freddie01] 11/1/2018 14:23

tedswoodworking924

[waggle] 11/1/2018 12:27

Yukk indeedy...the market goes up and we go down...this must be getting near to being a takeover target??

[freddie01] 10/1/2018 10:47

The Acrobat ~ Pedro Aguado



Red Boat by ralph.stewart on Flickr.





The road leading to Aoraki National Park is full of photographic moments! Take the time to safely pull over and enjoy!

[freddie01] 09/1/2018 13:03

Kaprun, Salzburg, Austria



1931 ford



Arches National Park, Utah





the gorge



psychedelic sunset