You are close, but not quite accurate. March 27, 2013 ended the time period HIMX closed in the 4's for any measurable days. Closing price 4.59. From March 28th forward to today, it closed twice below the 5.00 Mark. June 24th and 25th 2013 4.87 and 4.91 respectively.
IMHO, the high 6's here could happen but I would not bet on it...
Instocks4, If as Maglan indicated, there were recall notices going out for some short shares and there was a "buzz" on the streets regarding it, the more "conservative shorts" would look to the exit. Yes, "mini" squeeze.
We will see about the follow through.... The additional testing (as favorable as it is) indicates the wait for approval will be a bit longer...
No you don't Lake, But is if funny how most take an intent to sell even a single share as somehow a lack of any faith in the company. And yes the risk is to sell too soon. I would rather give a bit of profit up (in this case sequentially through the sales) Than give a good % back.
I gave too much back last year on a couple and I am not looking to do that again.. . Learned to lock some $$$ in and spread it around.
Good sign Sal, your imposter is back.... Good contrarian signal.
Jeb, the 8's and 13's are The new 8 and 13 megapixel image sensors for camera's. They are displacing the 2 and 5's which used to be the std. We also make additional products used to enhance those sensor and I believe HIMX is packaging these into a one stop "unit" for the end user... All plus's.
There was never an issue holding above $5. Jay's target was and remains a phony target. It does serve as a floor with the odds of hitting it very slight.
As for 'Tute ownership, there could be confusion on the nasdaq site regarding ownership. In looking again, shows shares held to be ~18M. and % held to be ~5.3%. The question is how are they calculating it. In ADRs (each =2 Shares) or by total share count. Since all shares publically trades are ADR's it should be this way but who knows.
Depending on how it is determined "tutes hold between 5.2% and 10.4% of the outstanding shares. For a company of this market cap, it is a small percentage. The balance are held by retail and firms which are not required to file form 13's. Hence the beta (volatility).
Until this changes, the stock price will have larger fluctuations and you need to learn to expect it. The price has been above 5 for ~18 months now. In that time 5.70 was as low as it got.
the carrot is 2016
LOL, I think you know better than that. Otherwise my $$$ would be outta here. Time frame is 2016. The CC confirmed capacity for LCOS was about 300K/month and this was not seen changing in 2015 but more for 2016. At least that was my interpritation of the CC comments. The growth this year is in the 8 and 13's... and associated products to nicely package them.
I simply do not put the 100% rose colored glasses on. Lots left to be accomplished. It will take time and have bumps. At this point there is nothing positive I see from an institutional perspective. When this shows change the current games will be minimalised.
So with 2/3 of the 'tutes in, net share holdings are down 1.9M and the largest shareholder got out....
No matter how you spin it, this is not a good institutional report out. We will see how this quarters call affects the next 3 months.... If you recall, holdings reached ~16% last year.... Long climb to get back there.
Have not looked at german auto exports.... What intrigues you there?
I try to stay within 2-4 sectors. Easier to manage that way. Tech, Hybrid Reits (I don't like the pure plays ie MREITS as much) Shipping and oil are where I am focused right now.
Contango is a big factor, Ships are off the market. Rates have done nicely. Short term, when sectors begin to lock future oil prices, it will support if not increase the current rates. The talking heads talked the sector up, Got the price spikes they wanted, sold and are reloading IMHO.
Have always been and will be an "opportunistic" style of investing. More risk, but higher returns.... The oil situation reminds me of the entire market during 2008-9...
Jay is still playing his game.... He was basically forced to come up in his estimate due to the CC. Interestingly the first one I believe he was not on asking a question that I can remember....
Dec 31 reporting is almost fully updated. 'Tute holdings are net down. This is not going to turn into a merry go round from the roller coaster it has been at least for the next 4-5 months. After last year, many who where bitten will wait until that one definitive quarter of growth is booked.
This is still somewhat speculative and that's ok. Folks who have been here a while can see the changes in the language of the conference calls. More definitive less veiled comments. Large increase in cap-ex. More pieces of the puzzle being put in place (The pics in the same room for the various preso products shown for different companies was a great find)
Not going to make the 'Tute holdings more than they are. They are weak at the present time. We will see if that corner begins to be turned (again) this quarter. I have a feeling they will based on the takeaways form the CC.
I sit and learn on this board.... Wealth of knowledge. Still a regulatory play....
Always good to see a familiar name on a board from a stock (or a few as in your case) that good money was made. Interesting things happening on the one you sold out on. Jay even raised his target... LOL... 350% increase in capex for 2015 to support increased production.... 60% of 2014 earnings is the cap-ex budget. Still feel should be a double by the end of 2016 or more. The door is still open there for more of the same games for a few more months. Then that door closes for a bit...
ajohn , Rather loose use of the term pump ( Oh wait you said advertise). A mention of another holding is not a pump. Boards are to share information. A casual mention of another stock is always welcome. In this case it is more so due to the credibility of the individual posting it. Credibility backed by this:
"Letter by Maglan Capital to the Ceo and Board of directors" Good read.... Even better read is the company press release on Jan 20 spurred by the above.
And backed by the information the individual has openly shared with holders of GSAT which the board would not have been unable to uncover.
Maglan has been a serious contributor to this board. While these boards are billed as "entertainment" a good investor will learn who knows what they are talking about and do their own DD on a company they hear about. Some of the best stocks I have owned (or still do) have come from casual back and forth's on message boards. Those tend to be the ones with 100%+ gains that I have held (some as high as 500%+.
Keep your head in the sand. Continue to hold such a narrow point of view regarding what can and cannot be discussed on the boards. Especially simple one sentence mentions of a stock that are apparently so disruptive to the MB community.
Maglan, As always, your point of view here is respected and taken under advisement.
Mine is to sell 20% on the 1st $2 move, Then each .50 to .75 move 20% of the remaining balance until I get to my target 30K share core holding. Then re-evaluate.
In the meantime The shares sold will go ionto the retirement income stocks. 10-14% div payer drip and I still hold a fairly substantial holding (for me) in the company.
I'm willing to lock in some profits at the expense of some potentially larger gains. I will still have skin in the game. Not my first rodeo on an equity like this. I've had 4-5 of them. My portfolio is up nicely due to those stocks. Had i Locked in more of the profits in a couple of them, I would be doing substantially better.
I hold a miniscule amount of TSEm to keep it up front on my watch list. Just can't help but see the same HIMX scenario with the price action there the last 3-4 months. Bought in the low 9's and sold the majority in the mid 11's. Nice 30 day swing. Only kept 5% of the shares I had. When it retraces (if) I will be a buyer.
We are aligned on Line/lnco. Like you mostly on the sidelines but watching the oil heavily. This weeks oil price put up warning flags for me. I still think the gains of the last 2 weeks are a headfake. We shall see. Nonetheless, with the depressed share prices, that is a sector you can afford to be patient with. I also like ARP. Risk there is the spinoff coming up and how the market will treat it. Spins have always been good for my REITs we'll see how an MLP handles it.
Pure spec is madalena energy.... Always like a couple of those...
Oil tankers. I am in DHT and NNA while looking at others. small dividends, but they are (will be) the beneficiaries of the oil situation. Rates are up and tankers are being used for storage. I don't expect the sector to move up until the Q1 reporting seasons... Likely a wait till proof earnings are headed in the right direction scenario. Definately a cyclical play. TNK FRO and NAT on the radar.
I watch pxlw, but nothing is jumping there... I made my trades. Agree too high currently....
As always Hasch. good to compare notes with you.... Anytime..