Pace Plc Share Discussion Threads

[1gw] 02/4/2018 16:04

o/t (GNC) - Bashor - that's an awful lot of short positions to go up against. It's not just 1 or 2 hedgies taking a punt.

Unless you really believe you know the business inside out I would respectfully suggest you might be missing something! No idea what that might be though. Personally I think I would wait until I saw some evidence of a trend of short positions reducing before taking a long position there.

[alexmcdonald] 02/4/2018 13:09

The NASDAQ is open for business today.

[freddie01] 02/4/2018 10:03

Glen Coe, Scottish Highlands



Flying over an open-ceiling sea cave on the Napali Coast of Kauai



Trolltunga, Norway



Underwater waterfall illusion in South-West Mauritius













Temple of the Goddess Hathor at Nitentóre (Dendera):?the western staircase leading to the roof of the Temple.?On the wall at right, detail of the procession ascending to the roof of the Temple: four priests carrying shrines





Ilidza, Sarajevo, Bosnia | Mevludin Sejmenovic



???? #Amersfoort #Koppelpoort #Built 1380-1425 #The Netherlands #Dutch



Paisaje, Church facing the fjords

[andyble] 30/3/2018 09:18

"In a remarkably upbeat Investor Day conference for financial analysts in New York on Wednesday, Arris Group Inc. (Nasdaq: ARRS) officials extolled their opportunities for boosting revenues, profits and market share across a wide swath of cable, broadband, video, wireless and enterprise sectors as they prepare to spend a record $700 million on R&D this year. They also expressed enthusiasm for striking more M&A deals, just a few months after closing their big acquisition of Ruckus Wireless late last fall, and promoted the potential of CBRS technology."

[freddie01] 29/3/2018 09:57

River Of Lava by Joe Carini



Gwangan Bridge Busan, South Korea



Secret Lava Pools, Kilauea, Kauai, HI
(by Scapevision)



Night of Draconids by David Kingham





portland oregon chad knight



Snowdonia, North Wales

photo via cartc











Turtle Reefs by Soren Egeberg

[andyble] 28/3/2018 15:12

Presentation slides on site in full - all of course looks very good - no surprises though perceived body language feels good and growth message feels and looks strong in total picture - positive as she goes with beats feels like the message :-)

[freddie01] 28/3/2018 09:21

Lake Wakatipu, New Zealand | Dominic Kamp



DOI LUANG CHIANG DAO, THAILAND by POPUMON TiH





Indian Head over Lower Ausable Lake_ARTC by Adirondack Coast



Reqez - Hadi Najari





Forgotten



(by Senthil)



Belfast, New Zealand



by (g.o.m.e.r)



Ribbon Falls (by honeynhero photography)



NYC ~ By Nattapol Pornsalnuwat



Lisboa #3

By Fabio Eusebio

[1gw] 27/3/2018 22:09

Fingers crossed for some stirring stuff tomorrow.

[freddie01] 27/3/2018 10:43

Canyon De Chelly on 500px by Roy OBrien

























Blue and Red Set by (Enk+Photo)

[freddie01] 26/3/2018 07:46

Milwaukee, Wisconsin, USA ~ Photo by Phil Koch



via O Homem jamais se contentou com uma só arte...



Cambridge, England

photo via minnie



MARIO BOTTA, San Giovanni Battista, Mogno, Switzerland, 1992-98



New York’s Ice Age by @craigbeds



21 sheep | by Jamie MacPherson



Beautiful Roman mosaic in the House of the Athlete, Morroco







Early Morning at Pang-Ung on 500px by Salawin Chanthapan, Bangkok, Thailand

[freddie01] 24/3/2018 10:45

Astronomer Anthony Ayiomamitis recorded this dramatic picture of the solstice Full Moon rising above Cape Sounion, Greece.



Pipe Organs of Stone by Marko Ukkola



Porthcawl Lifeboat Station | by Neil Holman



Switzerland.













Church carved inside a rock in Austria





English cottage .. serenity at best ..



Clear day on Boracay Beach, Aklan, Western Visayas, PH

Photo ~ Patrick Payne








The Giant Lanterns of China

[freddie01] 23/3/2018 11:12

Great Britain - Edinburgh, Isle of Skye, Allerford, Cambridge, Berwick-Upon-Tweed, Pistyll Rhaedr, Castle Combe, Robin Hoods Bay, Oxford, Porthcurno







“Lavender Dawn” ~ Point Betsie Lighthouse, Crystallia, Michigan

[andyble] 23/3/2018 09:15

Indeed quite so ... have been trying to refind an analyst's comment about this in recent months ... have not but to paraphrase the quote it was noting that Arris could retire a meaningful proportion of their stock if they maintain this buyback strategy ... I recall a scale of a quarter within a small number of years ... that is a lot of stock and at a very low cost of capital ... so an almost pro rata impact on the potential share price in due course ... assuming enough to still continue M&A for more growth. We can conclude too that Arris are happy to see or even encourage the share price to rise which could be defensive or to create opportunities, and as they said it is a good use of cash at the current stock price levels which I read as cheap as chips ... reminds me too that DRAM and NAND prices continue to drift down :-)

[waggle] 23/3/2018 09:07

quite correct Amphiprion, that should have read BY $300m....

[amphiprion] 23/3/2018 07:10

Actually from $200m to $500m, so a very significant increase indeed!

[bashor] 22/3/2018 22:01

It does have a better feeling I have to agree

[andyble] 22/3/2018 21:38

... yes and with all else going on and feeling positive then today's volume and impressive performance versus the market shows that Arris is well in investors sights right now ... feels like a ride coming .~^

[waggle] 22/3/2018 21:30

that is one major increase in buyback permission from $300 million to $500 million, and thus far they have used only 25m at 25.34 average....so some serious firepower for the future??

[alexmcdonald] 22/3/2018 07:52

Just a reminder that next week is Investor Day webinar: