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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

buy_buy_buy_123 172 posts  |  Last Activity: 12 hours ago Member since: Nov 18, 2005
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  • buy_buy_buy_123 by buy_buy_buy_123 12 hours ago Flag

    Wake me up in December would ya? :-)

  • Reply to

    Fundamentals

    by jamcracker25 Jul 7, 2014 3:38 PM
    buy_buy_buy_123 buy_buy_buy_123 21 hours ago Flag

    I think Liz wins. Revenue came in at $60.3M (-1.6MoM/+4.7YoY). In addition "The Company expects gross margin on a consolidated basis to be at the high-end of its prior guidance range of approximately 21% to 24% for the second quarter of 2014.". All around very good results.

  • Reply to

    Fundamentals

    by jamcracker25 Jul 7, 2014 3:38 PM
    buy_buy_buy_123 buy_buy_buy_123 Jul 8, 2014 10:09 AM Flag

    Thanks jam/liz - Either number would still be very encouraging. I'm guessing numbers should be out either tomorrow or Wednesday? Just bought some Dec 20 Calls.

    I can't imagine who the people are dumping at these levels. Actually 8150 went down about 2% before it ended up over 2% last night. Obviously a lot of confused people.

  • Reply to

    Fundamentals

    by jamcracker25 Jul 7, 2014 3:38 PM
    buy_buy_buy_123 buy_buy_buy_123 Jul 8, 2014 7:45 AM Flag

    Anyone have a guess for the June revenue numbers?

  • Reply to

    hey buy_buy_buy

    by centurionguy26 Jul 7, 2014 1:34 PM
    buy_buy_buy_123 buy_buy_buy_123 Jul 7, 2014 2:43 PM Flag

    No immediate plans to call, but I will keep it in mind!

  • Reply to

    Another Brazil charge

    by billymark49 Jul 2, 2014 4:26 PM
    buy_buy_buy_123 buy_buy_buy_123 Jul 3, 2014 10:18 AM Flag

    Is it disappointing? Yes. But when I saw it fly down over 9% this morning I rushed to try to buy but got outbid. I mean we're talking $1M and they expect to have that reduced significantly on appeal. I'd like to know more about the details, but whoever decided to sell 17k shares this morning at that price must be on drugs. Maybe they need to leave Brazil and sell their assets there. Either way I'm fine with that.

    Honestly the company has been doing just fine. I think they've done an excellent job righting the ship. It's hard to complain about the stock performance over the last year. It's a small company so you can't expect there not to be some more volatility in earnings, but they've been pretty clear on the calls about the charges they've done to clean out the inventory. Other than sales have been excellent.

  • Reply to

    bfcf sec filing

    by gettuppig Jul 2, 2014 12:17 PM
    buy_buy_buy_123 buy_buy_buy_123 Jul 3, 2014 9:06 AM Flag

    Don't read too much into this. This is standard boilerplate language you'll see in any S8 filing.

  • Reply to

    Ex Dividend

    by caffeine444444 Jun 29, 2014 6:42 PM
    buy_buy_buy_123 buy_buy_buy_123 Jul 1, 2014 1:52 PM Flag

    It's best to ignore him and maybe he'll go away. Or spray him with a water bottle. That's how I trained my cats.

  • Reply to

    they bought another chocolate company

    by dan67bird Jul 1, 2014 9:55 AM
    buy_buy_buy_123 buy_buy_buy_123 Jul 1, 2014 1:06 PM Flag

    Next purchase will be Nachos and Cheese!

    BBX up quite dramatically today. I guess everyone else was hungry too. Anyway I'm not exactly sure why the spike today. Merger discount is down to about 4% as I type.

  • Reply to

    they bought another chocolate company

    by dan67bird Jul 1, 2014 9:55 AM
    buy_buy_buy_123 buy_buy_buy_123 Jul 1, 2014 10:42 AM Flag

    Not exactly significant, but it is making me hungry. I'm not sure of their chocolate obsession, but I'm guessing there might be some synergies and cost savings between all the companies. They are very small though. Hoffman's is about 5 minutes away from me.

  • Reply to

    New positive Alpha

    by gettuppig Jun 30, 2014 5:07 PM
    buy_buy_buy_123 buy_buy_buy_123 Jul 1, 2014 8:02 AM Flag

    There is only one reason BBX is a better merger play and that's because it trades at a discount to the merger price offered by BFCF. As long as the merger takes place then they will become one company so it's irrelevant which was worth more before that. The article was fine.. I always like some extra publicity for BFCF/BBX.... but it didn't add anything we don't already know.

  • Reply to

    Who is familiar with the south Florida area?

    by centurionguy26 Jun 27, 2014 9:56 AM
    buy_buy_buy_123 buy_buy_buy_123 Jun 27, 2014 10:49 AM Flag

    Are you trying to figure out home prices?

  • Reply to

    lawsuit part 2

    by centurionguy26 Jun 25, 2014 6:01 PM
    buy_buy_buy_123 buy_buy_buy_123 Jun 26, 2014 8:15 AM Flag

    In regards to your first comment management does have an obligation on the calls to tell the truth even if it's bad. From what I've read I can't argue that if I were a shareholder on that conference call I'd be really #$%$ off. He made things sound like they weren't that bad when he probably knew they were. You can't tell lies to keep investors from panicking and hope things get better. Should investors have known better anyway? Yes probably. Did most banks do the same thing? Yes. Why are they going so hard after Levan? I don't know exactly. Most of the other bank CEO's ended up getting booted after the financial crisis, although most notoriously Jamie Dimon from JP Morgan Chase survived the storm. At least Levan had a bigger stake in the game. I'm guessing Levan didn't want to play ball with them while many other banks agreed to pay some nice fines.

    Regarding the accounting fraud I think the SEC doesn't have a great case on that either, but again I have no idea what the jury will decide. The judge seems like he has a real hard on for Levan though.

  • Reply to

    Question for Caffeine/Marnis/Jaret

    by mannop125 Jun 23, 2014 11:39 AM
    buy_buy_buy_123 buy_buy_buy_123 Jun 26, 2014 8:01 AM Flag

    You don't even need to post a comment. Just put a check mark next to 'Track New Comments'.

  • Reply to

    Lawsuit

    by buy_buy_buy_123 Jun 24, 2014 1:35 PM
    buy_buy_buy_123 buy_buy_buy_123 Jun 25, 2014 1:19 PM Flag

    Well let's put it this way, BBX has a market cap of $314M so $40M is almost 13% of that. Again you and me might know that BBX is way undervalued, but I do try to think about how the market will react too.

  • Reply to

    Oasis Capital

    by johnboywalton56 Jun 24, 2014 10:51 AM
    buy_buy_buy_123 buy_buy_buy_123 Jun 25, 2014 11:25 AM Flag

    Just started buying some shares at these levels. Volume is quite low. I think a lot of people are just holding onto their shares and waiting at this point.

  • Reply to

    Lawsuit

    by buy_buy_buy_123 Jun 24, 2014 1:35 PM
    buy_buy_buy_123 buy_buy_buy_123 Jun 25, 2014 8:00 AM Flag

    $40M is $40M so it does affect things long term. It means the company is worth $40M less than it was before. I agree the company would still be cheap anyway, but it's certainly nothing to brush off. That's why I've been doing the research into the suit. As I kept reading about the lawsuit I became less convinced that BBX would win so I needed to know what kind of fine they could end up with. Even if BBX could get the case tossed on appeals I was still considering selling some BBX or hedging myself to avoid any major downside. However now that I am 90% sure the monetary penalty will be minimal at best I don't feel the need to sell or hedge going into the trial in November. I just hope if Levan does get barred that he does not try to appeal so the merger can get done the way they plan.

  • Reply to

    OT- Micron

    by jayand777 Jun 23, 2014 3:57 PM
    buy_buy_buy_123 buy_buy_buy_123 Jun 25, 2014 7:48 AM Flag

    I agree with everything you said there Jaret except the part about just blaming the unions. I blame management just as much for agreeing to the terms so they could collect their big fat paychecks even though they knew it would be a big problem one day. Many states across the country are doing the same thing. I'm a federal employee and a union member, but am certainly no big fan of the union. However it is their job to try to get the best possible deal for their members and it's management's job to get the best possible deal for their company. I think pensions should be abolished and most of the people I work with probably think I'm crazy for that.

  • Reply to

    Lawsuit

    by buy_buy_buy_123 Jun 24, 2014 1:35 PM
    buy_buy_buy_123 buy_buy_buy_123 Jun 24, 2014 4:12 PM Flag

    I actually spoke to IR last week and asked him basically that exact question. Nice guy and all, but to be honest he wasn't able to tell me much of anything regarding the lawsuit. He did mention an insurance policy but couldn't tell me how much it was for. Did it mention a number in the filing?

    The key to me is that this case is only about gains as opposed to the shareholder class action suit where they almost had to shell out $40M in damages before it got tossed. What gains did BankAtlantic have?

    I couldn't tell you how the jury will decide against Levan. Levan was no angel on those conference calls and some of the things he said made things sound like things weren't that bad. Then again I can probably cite tons of other banks that did the same thing at that time. Like I said, either way it doesn't matter to me. I don't consider Levan to be irreplaceable. If he leaves the assets are the same. I just want to get the case over and get this merger rolling.

  • buy_buy_buy_123 by buy_buy_buy_123 Jun 24, 2014 1:35 PM Flag

    I've been doing some research on the SEC lawsuit. Based on my interpretation I believe the amount BBX might have to pay is quite minimal. First of all I think there is actually a good chance that the jury will find against BBX on at least some of the charges. The last jury ruled again BBX before the judge tossed their verdict. The judge on the current case doesn't seem to have any sympathy for BBX. He already issued a partial summary judgment again BBX and the judge was pretty harsh in his response to BBX's motion to reconsider.

    The good news though is what the SEC is actually seeking is to "Issue an Order directing Defendants Bancorp and Levan to pay civil money penalties pursuant to Section 21(d)(3) of the Exchange Act, 15 U.S.C. § 78u(d)(3)". If you look up that section (I found it on the Cornell law website) the max fine is $50k for a natural person (which I think would be Levan) or $250k for any other person (which I believe would apply to BBX) OR the gross amount of pecuniary gain to such defendant as a result of the violation. I don't believe BBX in this case would have any type of gain. Usually that applies to an individual person who earned compensation or sold stock for a profit during the period. I previously thought BBX could be liable for some large damages, but as far as I can tell that's not the case.

    It's still possible that Levan gets barred from running the companies, but honestly I don't care about that part!

    If anyone has any different information I'd like to know.

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