Again, only putting individuals down. You really need to learn to interprit what you read. UJ's 75% EPS payout is a an accurate # going back quite awhile. My expectation is .30... read between the lines of everything posted to determine why.
Flush with cash
How do you make cash?
What would a healthy increase in the dividend portend?
Could I be wrong, you bet. This is being set up inverse to last year. We will know earely June if they pre-relaese the divy (I doubt it). Latest 5-10th of July.... At this price, that's an additional 1500 shares that I will gladly take.
Providing any guidance for Q3 would be a break from the normal. HIMX typically gives guidance only for the quarter they are currently in... Q2.
At least.29. The board has also demonstrated appreciation to shareholders during times of poor stock price performance the prior year (look at the July 2012 divy). We will see where they stand. They are flush with cash.
Q2 last year was eps of $.14 and included $.05 for investment gains ($.09 base). Q2 revenue was $196M down 5% YOY compared to 2013. At a minimum I would like to see that 5% recovered and sales equal to the Q2 2013 level. EPS minimum $.10 Last years .09 base plus the additional sales incriment.
I say minimum, because that is simply holding their own...
A good report out on cap-ex and projects completed and in process. The growth story is contained in the cap-ex. They shold be at some liberty to provide a bit more color on the cap-ex projects. I would like more specifics. None of this should break any NDA's...
An update on customer funded NRE. This is another indicator sales should follow. Customers do not spend $$ on non-recuring engineering for fun.
Continued high growth rate for sales of the non driver items... The sales are a fraction of the overall sales. A good growth rate here would indicate progress on bringing new items to the end market (through the teir 1's)
I don't expect a whole lot except confirmation progress is continuing. On that issue, the last CC Wu was a bit more direct (assertive) in his language. Far less veiled in his responses. Still carefully worded but aimed at dispelling the "rumor" mill. I would like to see this continue and more assertive language continue to be used
Ask anytime. The above are what I want to see at a minimum. What I would like to see is a whole different ballgame.
But Jar.... It does make for a few laughs... I was thinking back on those mar 8's I thought about. I would have gotten the worst side of that one... Puts 1.35.
I'm simply in have fun mode here. Q2 CC is my re-evaluation key. If things are pushed (again) I will sell half and go elsewhere with the funds for a while until the time seems right to re-establish...
People take everything too seriously all the time. With this one, you either believe what your DD tells you or you don't. The rest is entertainment. LOL and correcting bad #'s being thrown about...
I said then I thought 7.20 was the new floor 6's were possible but I doubted it. I was wrong. So, not the first time, not the last. Very few jumped down anyone's throats... You on the otherhand, insult everyone you respond to? Anyone else see the irony?
FSUS. You are correct, the decrease in earnings YoY is a pretty good indicator the analysts have an axe. Deserved or not, some big guns (again) fired a salvo. No one was calling Wu a liar. It was sarcastic, But the message was correct. They are portraying him as one
That's actually not bad news. YoY results are the better indicator.
Incorrect, peg at .67 (higher than previously) indicates less growth (estimated) not lower earnings over the next 5 years. Small but subtle difference.
We are all wrong sometime.
An early dividend announcement would help to shore up the price. Take some uncertainty out. They announced June 9 last year (unusually early) . It helped stabilize the price....
Companies run on budgets. Budgets are compared to forecasts. Forecasts are updated at least monthly. The information is there to provide a bit more insight into a longer term picture. (hey even 3 months)
With or without stock.... Add back in his stock and he is well compensated compared to most ceo's...
Ye11, there are ways to be more transparent without divulging the details. Company guidance for more than 45 days is one. HIMX has an annual budget. Even providing guidance for the next 2 quarters would help. Hell. They know the dividend now. Announce it... There is a difference in the cultures but a little compromise would be nice.
Wu appears to have done a good job positioning the company for future. I would not vote to oust him. In the same vein, none of our votes really matter given the ownership % of management.
I'm long on the company, have been for years... I will be looking to re-evaluate my position come August's CC if growth does not materialize. .
Hal, that can not be disputed... The flip side is the analysts estimates for 2015, not only have they pulled all growth, they have forecast a decrease in earnings for the year... Jar summed it up simply but well. Wu is being portrayed as a liar...
Different brokerages have different rules. Typicaly, due to the risk of lower priced stocks, unless you sign a waiver acknowledging the risks and taking responsibility, they will not let you trade.
The market is knee jerking to the possible rate hikes. I still don't think they will happen yet... As for below 6 by summers end. If it does tt will be in the next 12 weeks.
smt, earnings will not be the 27th... HIMX always anounces the date, and it is usually within day 5-10 of the mnonth following the quarter. The date on the yahoo summary is a poor estimate at best.