Jaried95062, please inform the poor investors here of the tax benefits (Taiwan) provides to companies for dividends paid. What affect would that have on the annual eps if not paid.
Also how damaging it is to pay dividends when your cash flow is positive and your investment back into the company (R&D included in EBIT) is more than your annual eps. Please also incorporate the employment retention affect and expectation of top employees in the region regarding stock grants.
Jar/Hasch, again logic this weeks says Friday's price is below 6.50 due to calls. We will see if it winds up like last week.... Would be a good sign.
The June $7 (19th)puts are now more than offset by the 6.50 and $7 calls for the 19th. Jar, Your double put scenario seems to be shaping up for those 7's....
What do I think... I think I would be happy with 1/2 of them... Despite what some may bombard the board with, I don't think LCoS Is the major growth driver. It will get some play yes. HIMX was smart and developed a complimentary set of sensors that fit in with whatever the system is... Translation, even is HIMX is not the display for the product, they stand a better chance than most to have content.
Norm, I'll give you a civil answer. The only reason it would change is a migration to the 8 and 13meg sensors HIMX has been working on and also the TDDI technology. .
LOL, pag's alter ego...
Discount, You will run into the same issues wherever you go. It is never good to have a group think setting... You only get 1 side of the issue.
Actually, this is an area of higher margin products. Jeb needs to learn more about what he comments. wywise is not talking about the run of the mill HD TV's. There is a large difference. Read a few of the CC's and the Q&A sessions.
Blackrock and Renaissance have both been in and out numerous times...
Nor have I... contrary... It is a great spec play.... Made money trading it, unfortunately, not this time. But here, they hold and go substantially higher by Dec.
Nope, lotto tickets are not worth it.... A potential nano cap is. IF you KNOW how to do your DD on them. Even if you do, 1 in four chance it is the right one... Not for everyone. But with portfolio allocation discipline, it can play out well Sheldon.
Note- you repeat yourself boringly often. ( simply bored here passing the time.
So no real impact to the Sept 7's... Also not a factor for the June's. I think this opens down on monday due to the "retraction" of the news. Also think it is the best and near last buying opportunity at these prices....
Bingo. My take is this is a smaller private fund that is not required to file 13F's. No public info would be available. No matter what, they look to be moving towards the upside position.
Far more comfortable playing this stock on an upward move. Late 2012 early 2013 is playing out again IMHO.
And yes, 100% correct. No matter what folks say, the shorts have played this perfectly, maybe to create a large position for any ride back up. Thoughts?
HAsch, wanted to move this post from the original thread to see what others think:
"Hasch, Short term, this will continue to wallow. The wildcard is end user product news. June is the 1st time in a while that the $7 point is shaping up to be the option battle ground (and it's the puts). I'm looking at that combined with the sept calls and thinking the expectation is something will come out providing a catalyst to move it higher prior to the sept opex date for the 15k open interest. Lots of time to wind those positions down if the bet is wrong.
If news comes out, the dividend will be a small price to pay for the calls...
The recent Rosenblatt upgrade had some pretty choice phrases as well... Never have been a believer in any takeover talk. Still don't. Activity on the board is curious as well. For many reasons.
Jar's points are well made, but there have been numerous exceptions to the larger calls actually winding up in the money for "timeframes" in HIMX. Particularly in the August to Dec timeframe of 2013. I blew a couple trades there thinking they would expire. Sold too soon. The last time we saw this the expectation (premature) was the eps would begin to grow quickly. If it is a short hedge, the short has calculated the potential impact of news as an offset. Most important about that is we have not seen this here for a while.... "
Back to over 18K contracts sept 7's out there...Friday's 6.50's held. Deja vu... news story out saying agreement with major, then countered (think Feb 2013 in glass then Guttag no you aren't). Personally, the news story carried no weight. We have been tight with samsung for a while. Why the need for a new agreement?