Dave shouldn’t have made the phone call to SK. It’s inappropriate. SK shouldn’t talk anything that wasn’t announced/released in the CC. The private phone conversation brought nothing but uncertainty to investing of IMOS. It’s not good to both investors and the company (management).
Investors be it MM, Analysts, of just large investors pick up the phone and talk to CEO's all the time. Where do you think analysts get their estimates from? Pretty well everything said was already known and documented in various News Release, the CC, or analyst reports. Also most here have their own models with #'s and can post their estimates freely. That's just the way it is. If you don't like it, then you pretty well should not own any stocks.
That said, the biggest positive on the CC was their their is now high confidence for growth. Cap EX is going up. What do you think that means????? That means growth. We had cheap, we have the catalyst, but now, the most important thing is we have growth and that is always the biggest driver for a stock. With growth, the cheap is even cheaper, and you also attract the growth investors and they will push it higher and increase the multiple.