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Himax Technologies, Inc. Message Board

haschultz1 165 posts  |  Last Activity: 18 hours ago Member since: Apr 27, 2001
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  • Over 2.33 million shares short were covered during the first half of June 2015........after 2.8 million shorts covered during the second half of May 2015. These downgrades are just cover for the shorts covering.

    Avg Daily Share Volume
    6/15/2015 63,474,143
    5/29/2015 65,809,651
    5/15/2015 67,899,609
    4/30/2015 72,223,346
    4/15/2015 79,743,469

  • Only 82,218 shorts covered during the first half of June 2015 when the share price went from $6.26 to $8.12.
    So, that means most of the shorts lost $1.86/share durng that period.

    It will be interesting to see the short count again at the end of June 2015 to see how many shorts covered ahead of the dividend and those which shorted after the dividend.

    You can also go to shortstockvolume to see the daily short volume percentage of total shares traded and the trends in these (not sure where the data comes from).

    Avg Daily Share Volume
    6/15/2015 7,807,575
    5/29/2015 7,889,793
    5/15/2015 6,745,190
    4/30/2015 7,066,283
    4/15/2015 5,271,293
    3/31/2015 4,626,057
    3/13/2015 3,985,929
    2/27/2015 4,146,282
    2/13/2015 2,580,136
    1/30/2015 1,931,203

  • Reply to

    MU Buyback Timing & Strategy

    by haschultz1 Jun 24, 2015 12:34 AM
    haschultz1 haschultz1 Jun 24, 2015 1:26 PM Flag

    Did everyone miss this topic........or doesn't anyone have an answer?

    When can MU again begin to buy back shares (i.e. when is the earnings quiet period over)?

    If the price tanks due to earnings or guidance, their buyback would seem to moderate any selling pressure.

    If the price starts to move up due to earnings or guidance, it would see MU should accelerate their buyback before the share price moves even higher.

    These strategies would seem to affect the bulls. And, why wasn't the $800 million approved for buybacks not included in any of the downgrades?

  • When can MU again begin to buy back shares?

    If the price tanks due to earnings or guidance, their buyback would seem to moderate any selling pressure.

    If the price starts to move up due to earnings or guidance, it would see MU should accelerate their buyback before the share price moves even higher.

    These strategies would seem to affect the bulls. And, why wasn't the $800 million approved for buybacks not included in any of the downgrades?????

  • haschultz1 haschultz1 Jun 19, 2015 1:50 PM Flag

    Hey fsumatty,

    I think today's trading is more about options expiration with a slight push to get this below $8.50 which is an option strike price. Any shorting to do this, and all of the nearly 8 million shares short at end of May 2015, will have to cover next week...........or they pay the $0.30/share dividend.

    So, I see an upward bias next week to get positioned for the dividend record date. Then, when the dividend gets paid, there could be another slight upward bias as dividends are used to buy more stock.

    While I was hoping for some news coming from the Credit Suisse and Nomura Investor's Conferences, we could get some analysts updates........along with one following the July 8-9 Morgan Stanley conference.

    Note that product releases and relations with customers happens at the Trade Shows and privately. These Investor Conferences are more for the analysts and such. So, I do hope we get Credit Suisse's, Nomura's and Morgan Stanley's reports over the next few weeks. We individual investors will not hear from Mgmt until mid-Aug at the 2Q CC where we get 3Q guidance.

  • Reply to

    Strong volume last few days.

    by laylow1991 Jun 17, 2015 9:52 AM
    haschultz1 haschultz1 Jun 19, 2015 10:32 AM Flag

    Looks like the bears are winning today. I suspect this bear raid, on no news and with possible good news coming, to be cover for the shorts to close their positions. I will watch to see how successful they are and see if I can buy near the lows.

  • Fairly interesting article with most of the games running on Oculus or Microsoft Halo-Lens.

    http://recode.net/2015/06/17/i-was-eaten-by-a-dinosaur-twice-hands-on-with-the-latest-vr-games-at-e3/

  • The first 30 days to fall off the 50 DMA (Day Moving Average) are all below $6.50 and many below $6.25. So, if HIMX can hold above $8.50 (due to dividend coming up, etc.), each day now a $6.50 or lower will be replaced by a $8.50 or higher. As such, that is a minimum of $2/50 days = $0.04 improvement per day in the 50 DMA.

    After today, the 50 DMA is at $6.57 and the 200 DMA is at is at $7.56. So, it should be less than 25 days for the 50 DMA to cross over the 200 DMA and will do so at an nice upward trajectory.

  • Reply to

    Ambarella

    by davejonas42 Jun 17, 2015 3:03 PM
    haschultz1 haschultz1 Jun 17, 2015 10:31 PM Flag

    Hey davejonas42,

    Interesting how GoPros are so common and acceptable.........yet so many people were so negative on Google Glass when both are head mounted cameras.

    I am not making any statement or judgement.........just stating an observation.

  • Reply to

    How to Sell HIMX.......But Only if You Want

    by haschultz1 Jun 16, 2015 2:50 PM
    haschultz1 haschultz1 Jun 17, 2015 12:10 PM Flag

    Sorry, selling the July $8 calls for $0.75/share when HIMX is at $8.72 means your gain is $0.03 + the $0.30/share dividend or $0.33/share over selling today at $8.72.

  • Reply to

    How to Sell HIMX.......But Only if You Want

    by haschultz1 Jun 16, 2015 2:50 PM
    haschultz1 haschultz1 Jun 17, 2015 12:04 PM Flag

    Hey timintaz1, tr4nm, simplynairb, cooldudical, etc.

    My post is really about how to use options to increase your selling price and lower your buying price. Those who just buy and sell stocks are working with limited options (option pun intnended) or choices. The key is to choose the corect option strike price........based upon what you really want to do.

    If you wnat to sell HIMX, why do it at today's price (currently $8.72) when you can sell the July 17 $8 Calls for $0.75 and get the $0.30/share dividend? Net, that is $0.40/share higher or 4% gain in one month (~50%/year gain). You could also sell the $9 Calls for $0.30/share and net $9.60 including the dividend for an $0.88/share (10% gain) in one month. The only issues is if you want to sell, HIMX may not be at $9 on July 17 so the $8's are better suited to sell the shares.

    But, if you sold the $9 Calls and the share price is under $9, you would keep the shares........and you could then sell the Sept 18 $8's for $1.10 or the $9's for $0.70/share. So, the July 17th $9 strike price could get you two option premiums if it is not above $9 on July 17th.

    The trade-off is that the shares go much higher........and you lose the upside. But, if you were thinking of sellling today, you would miss this upside anyway. So, the only real regret is doing this with shares you want to hold and sell these call options for a bit more income. In that case, sell the higher priced calls or don't sell any calls at all..............as this topic is about How to Sell HIMX.....But Only if You Want. Note that the other downside is if HIMX was to drop by quite a bit. Then, you get to keep the option premium which is why I mention the downdside protection in my initial post.

    Selling Call Options to sell your stock gets you an additional 50% or more annual return on your money as shown in the above examples.

    The flip side of this is how to buy HIMX lower than todays price...........by selling Put Options.

  • Reply to

    LCoS Press Release!!!

    by sparty_one Jun 16, 2015 11:28 AM
    haschultz1 haschultz1 Jun 16, 2015 7:57 PM Flag

    Actually frankenberry has some good and insightful information on AR/VR and HMD's. He is just too concerned with trying to demonstate his smarts and compare them to others. My Dad always told me "The man who thinks he knows it all.........is a man who have limited his ability to learn".

    Se, we could all learn some things from frankenberry........but it is doubtful he is open to learning from those of us who could help him. Just as I posted to him......someone(s) are buying HIMX and bidding it up quite a bit over the past two weeks. Rather than try to prove them wrong.........consider what might be going on which you are not aware of.

  • Reply to

    How to Sell HIMX.......But Only if You Want

    by haschultz1 Jun 16, 2015 2:50 PM
    haschultz1 haschultz1 Jun 16, 2015 6:13 PM Flag

    On naked calls, you only have to buy shares to deliver if:

    + the shares are trading above the strike price

    + You choose not to buy back the calls you sold and close your option position

    I think you are missing the second part.......as you don't have to hold the options to their expiration date.

  • Reply to

    How to Sell HIMX.......But Only if You Want

    by haschultz1 Jun 16, 2015 2:50 PM
    haschultz1 haschultz1 Jun 16, 2015 3:24 PM Flag

    Hey tr4mm,

    I sold some $7 and $8 Puts for this Friday quite some time back hoping to get some cheap shares before the dividend (which I knew from history was coming but did not know the details). These Puts seem like they will expire worthless making me some very good cash..........but leaving me with fewer shares than I had hoped to have going into the dividend.

    So, my plan is to buy more shares ex-dividend using the dividend I get om my others shares and then on my profits from the sold Puts.

    I have also sold Puts for Jan 2016 as the value is there............or I get cheap shares 5-1/2 months ahead of the 2016 dividend.

  • Reply to

    LCoS Press Release!!!

    by sparty_one Jun 16, 2015 11:28 AM
    haschultz1 haschultz1 Jun 16, 2015 3:14 PM Flag

    Hey frankenberry,

    You missed all the questions and just commented on the advice. Why? Answer the questions!!!

    + Who has been buying all these shares and running the price up over these past few weeks?

    + Who has been buying all the Call Options over the past few weeks?

    + What will all these news HMD's do the share price of VUZI over the next month, quarter and 2 quarters?

    As for your comment, I sold covered calls on my shares when the price was run up and got $2.50/share for them. These turned to naked calls when I sold my HIMX after the price dropped. So, I did this to protect myself and as I figured there was something behind the drop that I didn't know..........

  • Reply to

    LCoS Press Release!!!

    by sparty_one Jun 16, 2015 11:28 AM
    haschultz1 haschultz1 Jun 16, 2015 2:55 PM Flag

    Hey frankenberry,

    Since you seem to think you are smarter than everyone else, answer me these:

    + Who has been buying all these shares and running the price up over the past few weeks?

    + Who has been buying all the Call Options over the past few weeks?

    + What will all these news HMD's do the share price of VUZI over the next month, quarter and 2 quarters?

    Finally, a bit of advice to you. When you find yourself wrong on an issue or stock, think about what the other side of the trade may know that you don't rather than keep trying to convince other that you are correct.

  • I am wondering who are al lthe people who sold HIMX shares this week as a lot of shares traded. There are better ways to sell HIMX if that is what you want to do.

    If you really want to sell your HIMX (but only if you want), here are a few ideas for consideration:

    + Hold through dividend record date of 6/26/15 for the $0.30/share dividend. If you look at the history, the shares recover the price of the dividend within 30 days or so.

    + Sell covered calls for Sept 2015 where the $8's are bidding $0.90/share meaning you will get $0.90 now, $0.30 dividend in July and then $8 on Sept 2015 for a total of $9.20 or around 7.5% increase from today's price. This also gets you $0.90/share downside risk coverage.

    + Seel covered calls for Sept 2015 where the $9's are bidding $0.50. This will get you $0.50 now, the $0.30 dividend and $9 in Sept if HIMX is selling for over $9/share. This totals $9.80/share a nearly 15% gain over 3 months. This option gets you $0.50/share downsdie risk coverage.

    + Look at the Dec 2015 calls as they are also good value.

    Alternatively, if you want to buy HIMX, consider selling Puts as you can then keep the premium if the shares are not below the Put strike price.........or you get shares Put to you for a lower price than you would pay today in the market.

  • Reply to

    New SA Article posted at 5:55.

    by rtpaulhus Jun 15, 2015 6:00 PM
    haschultz1 haschultz1 Jun 15, 2015 10:40 PM Flag

    You can see they took HIMX down in after hours trading.........on a few 100 share trades to close at $8.00

    So, look for those behind this to try and bring HIMX down at the open tomorrow........and I would think it would fail for a few reasons:

    + SA Author proven ignorant on HIMX and possibly maniputlative

    + Shorts (around 8 million at end of May 2015) still need to cover by 6/25 or pay the $0.30/share dividend

    + Buyers need to buy by 6/26 to get the dividend

    + HIMX presenting at Nomura conference tonight (Tuesday in Taiwan)

    + Reasons for HIMX move up (HMD's being reported, BoA reasons) are still in effect

    + Strong buying action will enjoy being able to buy cheaper shares

  • Reply to

    New SA Article posted at 5:55.

    by rtpaulhus Jun 15, 2015 6:00 PM
    haschultz1 haschultz1 Jun 15, 2015 10:31 PM Flag

    My reply to the author:

    Bill, you may not think it is poorly written...........so how about incomplete?

    While you worry about the second half of 2015, Mgmt actually discussed this in their 1Q 2015 conference call. Why didn't you report that?

    Why did you not report on HIMX's recent jobs fair where they hired 100 people to work in their LCOS Fab Shop? That is public information and is associated with future revenue so it is certainly relevant.

    Why did you not report on the second jobs fair planned to hire more workers for HIMX's LCOS plant as that is related to increasing revenue?

    Why did you not report on how far HIMX is down since their peak and over the past 12 months if the move these past few weeks is the cause of your concern? If you have been following stocks, you would know they tend to overshoot on both sides (lows and highs)....so HIMX could well be correcting from overshooting on the downside.

    When reporting on the dividend, why did you not show how there were nearly 8 million shares shorted and these shorts will ahve to pay the dividend......and thus might want to cover and be the buyers here?

    So, if you don't think your article is poorly written, would you at least admit that it is incomplete?

  • Reply to

    Dreaming BIG

    by normagain2000 Jun 14, 2015 5:31 PM
    haschultz1 haschultz1 Jun 14, 2015 9:58 PM Flag

    Thanks Norm.......but don't you mean 2013 and not 2011?

HIMX
7.2905-0.1095(-1.48%)10:16 AMEDT