LOL, that remains to be seen. Nothing has changed... Except the timeline...
Looking as if history repeats itself. The late 2012 through early 2014 performance seems to be lining up (last time HIMX was ready with Phase one of their growth strategy). As always, Q3 is the time for inclusion into the majority of new product offerings.
Main item I am looking for is breaking ground on the new facility. The BofA report gave us a timeline for when they expected the construction to happen. Page 10 shows capex beginning late Q4 '15/early Q1 '16 and it is largely concluded by end of Q3 2016... Looking to be timed for the intro of next years crop of either new or improved devices.
Could be... But last year looks like an anomaly. Both the fire and the blown up oil market combined to drive this down further than it should have gone. Great. I got an entry point. RSI and MFI look peaky currently.
Abunchof, you are taxed the same...
And Just did the math. 29.6% of my shares were dripped...
The market does not discriminate when the sector rotation comes. Does not matter the REIT. They treat them all the same...
I agree with Bacon... One maybe 2 more increases in the next 12 months. As well as some price appreciation.
Understand the questioning. Been through the splits... 25% of the shares I own are dripped. NRZ cycles in favor and out. As long as the underlying fundamentals keep improving (and they have) I don't mind the opportunity to add drip shares at what I feel is a discount to market.
From the original NCT, this is the only spin I kept... The others were sold.
Taiwan news, Sept 30th... Labor minister has prepared a $600m fund for workers who opt to take training during unpaid furloughs. This was in response to recent reports of high-tech enterprises laying off staff or asking them to take unpaid furlo...
No specifics regarding any companies which could be hit.
Agree Amigo... And volume that size is more than likely the MM taking it on... Which means the algo's go into high pace to offset their side of the option.
IMO, this is a play regarding the HIMX conference call. Happened with the Sept's as well. LOL one of these times the play might stick as bullish.
Jeb, There is an options play. What is not known is, were those calls were sold (bear play) or bought (bull play). Longs will see the similarity between the January 2016 8's 33K open interest (increased again yesterday) and the March 2014 22's (~25k interest in the nov to dec 2013 timeframe).
The March 2014's as we know now precipitated the sharp decline from early March '14 through now...
Of interest also are the March 2016 8's. Open volume is also increasing now ~10k
You make a valid point. It is a target audiance. So maybe what 2m per year? As the BofA report suggested. Let's break that down.
unit est content $$ $135
25% Gross Profit $67,500,000
Added G&A/Other $(7,500,000)
Net to bottom line $60,000,000
Shares outstanding 172,000,000
Collegiate and pro teams are already using "similar" but not near as technically advanced systems for mental training. There are many markets for this. Also, gp used was only 25%... We have been led to believe that is significantly low. If they manage to expand g&A/Other expenses the 7.5M I used... Wow... that's hefty. the buildup of expense went on over the last 2 years.
I'll take that long term. Especially locked in at a good January 2017 price.