Thu, Dec 25, 2014, 12:39 AM EST - U.S. Markets closed for Christmas

Recent

% | $
Quotes you view appear here for quick access.

ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

  • sardonicwanker sardonicwanker Dec 1, 2012 6:39 PM Flag

    Facts - Part 1

    There have been a lot of attacks against me by the very emotional longs on this board. Let's give the emotion a rest and look at facts for a moment. Here are 10 indisputable facts about ChipMOS. I am sure that I will get attacked despite presenting facts, but here goes anyway.

    1. ChipMOS will miss the 10% revenue growth they guided for in 2012 unless they have an unexpectedly great (way above guidance) 4Q.

    2. ChipMOS messed up its first buyback, buying only a meager 47000 shares.

    3. ChipMOS had a questionable second buyback, completing it in under 1 month, running up the price prior to a follow-on offering.

    Sentiment: Strong Sell

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • R U nuts? I just bought two tablets for Christmas, and looking for a laptop and two cell phones. I am only one person out of millions.

      Sentiment: Strong Sell

    • 7. A single analyst follows the stock - and his firm received almost $1 million in investment banking fees.
      8. Just 3 legitimate, sizable US institutions own over 500,000 shares of ChipMOS - an extraordinarily low number considering the float, market cap, and duration of time for which ChipMOS has been publicly listed.

      Sentiment: Strong Sell

      • 1 Reply to sardonicwanker
      • When all the promoters on this board talk about $20 or $30 stock prices, that is a guess and hope, not facts. When they speak of the listing process and a high priced Taiwan IPO, that is speculation, not facts.

        The fact is, I base my analysis on facts, and all of Caff's minions base on his leadership and hope and guessing. Keep call me names, it makes all of you look idiotic. We are allowed to have different opinions. It is sad if it makes you all angry. Don't say I don't add value - point 6 above is very important, and something no one on this board mentioned before.

        By the way, I could easily cover my short and go long if I thought that's how the stock was going. They announce a buyback, I cover, go big and long, ride it up. Would a basher say that? I will make a lot of money - I always do. A fact, you would all be wise to listen to me.

        Sentiment: Strong Sell

    • 7. only one analyst covers imos, and his firm got paid almost $1million in fees.

      Sentiment: Strong Sell

    • When all the promoters on this board talk about $20 or $30 stock prices, that is a guess and hope, not facts. When they speak of the listing process and a high priced Taiwan IPO, that is speculation, not facts.

      The fact is, I base my analysis on facts, and all of Caff's minions base on his leadership and hope and guessing. Keep call me names, it makes all of you look idiotic. We are allowed to have different opinions. It is sad if it makes you all angry. Don't say I don't add value - point 6 above is very important, and something no one on this board mentioned before.

      By the way, I could easily cover my short and go long if I thought that's how the stock was going. They announce a buyback, I cover, go big and long, ride it up. Would a basher say that? I will make a lot of money - I always do. A fact, you would all be wise to listen to me.

      Sentiment: Strong Sell

    • 7. A single analyst follows the stock - and his firm received almost $1 million in investment banking fees.
      8. Just 3 legitimate, sizable US institutions own over 500,000 shares of ChipMOS - an extraordinarily low number considering the float, market cap, and duration of time for which ChipMOS has been publicly listed.
      9. A buyback is extremely accretive. To not have one currently borders on negligence by the Board of Directors, if not incompetence.
      10 SJ and SK really enjoy the back room.

      The above are all facts (well, maybe not 10). They are not my opinion. They can not be challenged.

      When all the promoters on this board talk about $20 or $30 stock prices, that is a guess and hope, not facts. When they speak of the listing process and a high priced Taiwan IPO, that is speculation, not facts.

      The fact is, I base my analysis on facts, and all of Caff's minions base on his leadership and hope and guessing. Keep call me names, it makes all of you look idiotic. We are allowed to have different opinions. It is sad if it makes you all angry. Don't say I don't add value - point 6 above is very important, and something no one on this board mentioned before.

      By the way, I could easily cover my short and go long if I thought that's how the stock was going. They announce a buyback, I cover, go big and long, ride it up. Would a basher say that? I will make a lot of money - I always do. A fact, you would all be wise to listen to me.

      Sentiment: Strong Sell

    • 6. a single analyst follows chipmos and his company received almost $1 million in investment banking fees.
      7. if depreciation was the same in 2012 as 2011, then gross margins would be down year over year despite higher revenue. do the math, it's true. I have never seen this mentioned by anyone on this board (thanks experts), but it sure suggests that there is margin pressure.
      8. just 3 legitimate, sizable institutions own over 500,000 shares - an extraordinarily low number considering the float, market cap, and duration of time its been publicly listed.

      Sentiment: Strong Sell

      • 1 Reply to sardonicwanker
      • 9. A buyback is extremely accretive. To not have one currently borders on negligence by the Board of Directors, if not incompetence.
        10 SJ and SK really enjoy the back room.

        The above are all facts (well, maybe not 10). They are not my opinion. They can not be challenged.

        When all the promoters on this board talk about $20 or $30 stock prices, that is a guess and hope, not facts. When they speak of the listing process and a high priced Taiwan IPO, that is speculation, not facts.

        The fact is, I base my analysis on facts, and all of Caff's minions base on his leadership and hope and guessing. Keep call me names, it makes all of you look idiotic. We are allowed to have different opinions. It is sad if it makes you all angry. Don't say I don't add value - point 6 above is very important, and something no one on this board mentioned before.

        By the way, I could easily cover my short and go long if I thought that's how the stock was going. They announce a buyback, I cover, go big and long, ride it up. Would a basher say that? I will make a lot of money - I always do. A fact, you would all be wise to listen to me.

        Sentiment: Strong Sell

    • 6. If depreciation was the same in 2012 as 2011, gross margins would be down despite higher revenue, indicating margin pressure. I have never seen anyone on this board perform this analysis - do the math, it is a fact

      Sentiment: Strong Sell

    • 6. If depreciation was the same in 2012 as 2011, gross margins would be down despite higher revenue, indicating margin pressure. I have never seen anyone on this board perform this analysis - do the math, it is a fact

      7. A single analyst follows the stock - and his firm received almost $1 million in investment banking fees.

      Sentiment: Strong Sell

    • 6. If depreciation was the same in 2012 as 2011, gross margins would be down despite higher revenue, indicating margin pressure. I have never seen anyone on this board perform this analysis - do the math, it is a fact
      7. A single analyst follows the stock - and his firm received almost $1 million in investment banking fees.
      8. Just 3 legitimate, sizable US institutions own over 500,000 shares of ChipMOS - an extraordinarily low number considering the float, market cap, and duration of time for which ChipMOS has been publicly listed.
      9. A buyback is extremely accretive. To not have one currently borders on criminal negligence by the Board of Directors, if not incompetence.

      Sentiment: Strong Sell

      • 1 Reply to sardonicwanker
      • 10 SJ and SK really enjoy the back room.

        The above are all facts (well, maybe not 10). They are not my opinion. They can not be challenged.

        When all the promoters on this board talk about $20 or $30 stock prices, that is a guess and hope, not facts. When they speak of the listing process and a high priced Taiwan IPO, that is speculation, not facts.

        The fact is, I base my analysis on facts, and all of Caff's minions base on his leadership and hope and guessing. Keep call me names, it makes all of you look idiotic. We are allowed to have different opinions. It is sad if it makes you all angry. Don't say I don't add value - point 6 above is very important, and something no one on this board mentioned before.

        By the way, I could easily cover my short and go long if I thought that's how the stock was going. They announce a buyback, I cover, go big and long, ride it up.

        Sentiment: Strong Sell

    • 6. If depreciation was the same in 2012 as 2011, gross margins would be down despite higher revenue, indicating margin pressure. I have never seen anyone on this board perform this analysis - do the math, it is a fact
      7. A single analyst follows the stock - and his firm received almost $1 million in investment banking fees.

      Sentiment: Strong Sell

    • View More Messages
 
IMOS
23.04+0.18(+0.79%)Dec 24 1:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.