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Silicom Ltd. Message Board

fish.andchips 3 posts  |  Last Activity: Jan 22, 2015 5:05 AM Member since: Jul 24, 2009
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  • Reply to

    New 13G filed

    by fish.andchips Jan 21, 2015 4:10 PM
    fish.andchips fish.andchips Jan 22, 2015 5:05 AM Flag

    Yelin Lapidot is a Portfolio Asset Management company based in Israel and Dov Yelin is the CEO. So no, the share were not options and now the top 4 share holders have 38% of the shares.

    F&C

    Sentiment: Strong Buy

  • fish.andchips by fish.andchips Jan 21, 2015 4:10 PM Flag

    A new 13g was filed this afternoon by Dov Yelin increasing the holdings from 422K shares up to 610K shares, an 8.5% holding of the company. A very big bet!

    F&C

    Sentiment: Strong Buy

  • Reply to

    What happened to all the regulars?

    by smitty4901 Jan 13, 2015 1:01 PM
    fish.andchips fish.andchips Jan 13, 2015 2:44 PM Flag

    I have been lurking for a while as I was mainly in cash for about 6 months. I started getting back into SILC about a month ago in the $32-$35 range based on last quarters conference call. The tone of the call sounded to me like they were back in with the customer they lost and it was the first time I can remember that the CEO stated they would be at $200M in 5 years There was something behind that statement and unusual for someone that conservative.

    Good luck everyone.

    F&C

    Sentiment: Strong Buy

SILC
35.63-0.37(-1.03%)Jan 23 3:59 PMEST

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