Been in this stock ~2.5 years. TG handles the calls well. He knows how to answer analyst questions and is excellent at handling the issues relating to forward guidance. Typically conservative in the guidance. Errr... sandbags a bit...
anoy (lol), My reason for 6 is the ~3100 6 puts that will expire worthless if it is above 6 compared to the 765 calls that would get "in the money" .
Curious what your thinking is. .
LOL. even a positive post and you can't catch a break. That is exactly what the long thesis is. This is a 24 month investment goldmine... Short term is noise.
HMMMM. seem to have heard the same thing after the "plunge" to low 13's a couple months back. So what, think 2 years rather the the length of your... errrr....
I am looking for Rennaisance capital to be back in. They are smart. Any stock I have or am looking at that they are in seems to do well. (yes, that is a tip)
Not a falling knife... you have done a great job with your patience. This is about as low as they can take it given the still projected growth (not yet demonstrated) and dividend payment. Hell we all know next year will be at lease .29-.30 because they can... no debt. Tax benefit to doing so.
On a limb, closes above 6.00 tomorrow... Many reasons for it to...
BK is almost as big a joke as Chinese scam company. You are correst. they need to demonstrate growth. Valuation here is low given the dividend payment stream...
I appreciate the sentiment, Remember, I'm still holding so I do screw up big time as well. :)
This is not a "falling knife" here. They have taken it (pe wise) about as low as they can given projected growth. Had I sold when I should have, I would have been re-investing the same $$$ amount here with 250% of the shares.
P&G trades at 20X multiple and pays 3.2%. This Pays a better dividend , has better growth projected, and trades at a 40% discount to the P&G multiple.... Long term eh... My take is accumulate the heck out of it here... be patient and YE 2016 will be a big reward.
Both this and GTAT have the same time frame for me. At that point I will pull at least 50% off the table and go into my dividend payers. At age 52 (then) my retirement income stream will be set.
The expanding explorer program is a good sign. It will come out. Too many benefits to business (retail it is just a novelty). Google has done a good job promoting that side of the device.
HDI is a toss-up. They have already received the benefit of their investment (expanded battery life). Do they need to invest more? That will depend on the ultimate market size they see (again, it will happen IMO). If I were Google, I would lock the investment into guaranteed preferred pricing. If they can, they will re-invest. Last investment was at most ~3.8M.. Chump change for them.
Long run, this does not hinge on google adding to their investment. Will it help, enormously...This doubles within 6 months of any announcement of that type (thankfully). The biggest factor is the non driver side of the business. Much bigger than LCoS imo.
That being said, the expansion of products into the 2k,-4k side on the driver side will be significant. But WLO and array is (or should be) large for the growth. Again my opinion, should dwarf the LCoS side.
Will the stock suffer should the additional investment not happen, YES. It will only matter in the short term. The other products will overcome it. The $$$ HIMX has spent R&D wise (more than their annual earnings) should carry it to 16-20/share by the end of 2016.
Yes simply a retrace of where we were. But upwards of 150% from here.
That is what I weigh against the current price and overall market return in that timeframe. Why I still stubbornly hold.
Jay has nothing to do with the complete lack of sensitivity to lives lost. Get a grip...
And i81, Sbac's posts are not normally irrelevant. You need to know the larger larger picture of the market served in order to postulate on where a company is going...
You get it... Much longer term play here than the next 30 days. The advancements in capabilities from this years crop of new "versions" of devices will be the largest ever. HIMX has many of these advancements under patent... The growth will come. Question is when.