Wolfson Microelectronics Share Discussion Threads

[gpedro2] 25/10/2013 08:44

Samsung reports strong Galaxy S sales - can't be a bad thing..

[gpedro2] 23/10/2013 19:58

Well yes, the update was taken badly..But then the market had convinced itself that Wolfson was going to post a profit this half, and that seems unlikely now.It'll be next year, hopefully, but the market doesn't like to wait!

[jimrclark] 23/10/2013 16:13

Yep GPedro2 - there must be a very good "good news" story for 2014. Looking back at the half-year update, there were a number of positive and new developments.

And I am hoping that the 2013 Q3 update will be well ahead of the 2012 Q3 update. Plus, looking forward, the full year 2013 figures should be well ahead of 2012.

The update at the start of this month seemed to be almost unnecessary but has taken the edge of what is a stock with a lot of potential.

[gpedro2] 23/10/2013 15:51

I agree, and I think the prospects are looking good for early next year.Fingers crossed they don't drop any more bombshells in the meantime!

[jimrclark] 23/10/2013 15:08

Some unusual trading on this stock. I'm expecting that next week's update is not as bleak as the share price might suggest so I've taken the opportunity to add some more.

[pjw956] 06/10/2013 19:15

positive piece in The Times yesterday - bottom of the cycle bla bla , mems going well bla bla ; looking to the future bla bla , will always be a path of ups and downs - how true !

[jimrclark] 04/10/2013 06:39

Might not be as bad as everyone thinks. Wolfson chip is in the S3 (not sure about others) -

[sat69] 02/10/2013 21:12

We bounced nicely from 140p last time. I'll be looking to see if we can hold that level otherwise we are heading back to £1

[jimrclark] 02/10/2013 16:42

Well, the share price might be subdued for a while unless we see a bounce due to it being oversold (interestingly, the volume hasn't been that huge) or we see a potential takeover.

[amt] 02/10/2013 14:35

Its always about the future, I sold at a loss and will not be going near these again. How long will the cash last ?

[jimrclark] 02/10/2013 14:17

They need to start delivering on the potential that they have. I liked the comment - "Wolfson continues to see strong widespread traction at all other major customers, especially for its new Audio Hub and MEMS microphone products where design-in activities are progressing well."

Just needs to be translated into cash in the till!

[amt] 02/10/2013 13:36

Another warning, these normally come in threes so not out of the woods yet.

[gpedro2] 02/10/2013 13:09

Lol.. I agree.For what it's worth, I bought more this morning.Numis and N+1 Singer both reiterated buy ratings too.

[jimrclark] 02/10/2013 12:44

OK - 2 days ago was not the buying opportunity I purported it to be. Today could be though.

I think the fall has been way overdone. Long term prospects are still pretty good.

[jimrclark] 30/9/2013 13:17

Looks like another buying opportunity.

[jimrclark] 18/9/2013 12:00

Trades this morning look very interesting! Very unusual! Someone obviously has there sights set on wlf.

[jimrclark] 17/9/2013 21:12

Hi pjw,

I think the rise is simply that the fall was overdone due to the Samsung news. It seems that any hint of bad news will be jumped on. There's potential in wlf and I reckon that it will, at least, return to the 220p level, imho.

[pjw956] 16/9/2013 19:59

any clues anyone ?

[fabzzz] 09/9/2013 16:47

Samsung teasing a new Exynos focused on audio features, but what are they planning?

Qualcomm's Snapdragons get all the attention, but Samsung knows a thing or two about making chips for smartphones. Unfortunately, they haven't been able to successfully put their Exynos chips inside devices that sell in big markets like the United States or Europe. Sure, there are a few Exynos octa-core powered Galaxy S4 units floating around South Korea and several small Eastern European countries, but they don't really count.

Which brings me to today's "news", if you even want to call it that. Samsung has uploaded two photos to their @SamsungExynos account. One features a guy standing in front of a microphone, another features a guitar being played. Both images have captions that offer absolutely no clue as to what Samsung is planning.

So with all that in mind, I'd like to take a few guesses. First, I think Samsung is going to announce that they've baked Wolfson audio technology into a new processor. For those who don't remember, Samsung signed a deal with Wolfson back in April of this year. What exactly would a Samsung chip with a Wolfson be able to do? Output insanely high quality audio.

Second, Samsung could have very well developed their own microphone technology that enables you to record videos with "studio quality" sound. And it isn't enough to just stick really good microphones inside a phone or tablet, you need the chip in there too to do the heavy lifting.

Do you have a better sounding (no pun intended) theory? I'm kind of stumped here.

hxxp://www.techgreatest.com/mobile/samsung-teasing-a-new-exynos-focused-on-audio-features-but-what-are-they-planning/

[pjw956] 04/9/2013 19:51

well that was short lived

[gpedro2] 30/8/2013 14:10

Wolfson components confirmed in new Google/Motorola Moto X.Probably what's fueling the rise..

[nw99] 14/8/2013 07:11

Director buying should be pos +

[nw99] 09/8/2013 16:14

Chart break

[nw99] 06/8/2013 22:23

Chart working so far

[garth] 02/8/2013 07:49

Lol. Don't the charts indicate that £2 and £1 are pretty much equally possible next destinations?