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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

jayand777 1528 posts  |  Last Activity: Sep 11, 2014 10:01 AM Member since: Aug 31, 2005
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  • Reply to

    Obviously

    by trendtn Sep 10, 2014 3:55 PM
    jayand777 jayand777 Sep 11, 2014 10:01 AM Flag

    That "send your heartbeat" feature on the iWatch sure sounds like Immersion tech to me. Perhaps we finally have our foot in the door. Immersion haptics in the upcoming iPad would be huge.

  • Reply to

    August Revenue

    by jamcracker25 Sep 3, 2014 12:08 PM
    jayand777 jayand777 Sep 5, 2014 8:57 AM Flag

    Jam, I think $65 mil is a lock. Novatek August revs were up 6.2% over July an an astounding 42% year over year. What I want is $200M for the quarter, but that is quite a bit above guidance.

  • Reply to

    Himax makes the upside move with vengeance

    by armatima Aug 21, 2014 10:37 AM
    jayand777 jayand777 Aug 22, 2014 10:43 AM Flag

    I don't know if anyone follows chartist Harry Boxer, but he made a call two weeks ago that Himax needed to consolidate or drop a little, then would move above $8 with volume, followed quickly by a move to $9. His calls are very good.

  • Reply to

    SPIL Repurchase

    by davegras Aug 14, 2014 6:31 AM
    jayand777 jayand777 Aug 15, 2014 1:15 AM Flag

    Dave, I too am generally pleased with the 7% discount, and even more pleased to see that the deal could close very quickly if SPIL chooses to do so. Also pleased with the resulting 3% reduction in the IMOS share count, which improves EPS going forward. Less exciting too me is the continuing negative impact on earnings as a result of the non-controlling interest. I realize it was a necessary step in the unwinding for IMOS to reduce its stake in 8150, but while we wait for the share collapse, it is resulting in lower earnings for the US shares. We also reduced our share more than we originally expected. As revenues and profits grow, it would be nice to get a bigger share over here. I am willing to wait another six months, but I will not back away from my view that a disproportionate share of the financial benefits have gone to 8150 holders. It's time for someone to look out for our interests.

  • jayand777 by jayand777 Aug 14, 2014 10:27 AM Flag

    Micron quarter ends in 2 weeks, With Apple now building record numbers of new iPhones and iPads for fall launch, business at Micron is absolutely booming.

  • Reply to

    8150/IMOS arbitrage review

    by hat_trick Aug 12, 2014 6:22 PM
    jayand777 jayand777 Aug 13, 2014 8:42 AM Flag

    Jaret, I will reserve judgement on the SPIL buyback until I see the price paid. We tend to SELL shares below-market- let's hope we don't BUY them above! Overall very positive business conditions, but I continue to find it unacceptable that they aren't even willing to discuss a timetable on conversion.

  • Reply to

    8150 bought 19% of Changhua Inc. (8070)

    by lizheng19672002 Aug 12, 2014 2:43 PM
    jayand777 jayand777 Aug 12, 2014 5:05 PM Flag

    I hope Caff guides them up on revenue guidance during the call. I am a little disappointed in 3 to 7 after a great July. August and September should be even stronger. It would take about 10% to hit 200M.

  • Reply to

    Siga's Market Value is 146 million? LOL

    by golongn2014 Aug 8, 2014 11:06 PM
    jayand777 jayand777 Aug 9, 2014 12:47 AM Flag

    Golong, this ruling will never stand up. it defies logic to expect Siga to pay $100 per course on the original order of 14.7m courses when the order was cut to 1.7m courses. So Siga pays on the 1.7m courses now, less expenses. Likley around $80m, and only pays more if another re-order takes place. Did the judge address the shady way Siga has been withholding the money from Pip?

  • Companies are only required to identify the names of their 10% customers at year-end, in the 10K. But since they are breaking down the percentage of volume of each of their "unnnamed" top 5 customers, it may be possible to determine if Apple was a customer in the June quarter. To do the calculation, we would need to know what the earlier sales volume with Apple was. Anyone up to the challenge?

  • Reply to

    Highest Monthly Revenue

    by jamcracker25 Aug 8, 2014 7:24 AM
    jayand777 jayand777 Aug 8, 2014 11:22 AM Flag

    Furthermore, I have been conditioned from past dealings that the eventual proposal will end up benefiting the Taiwan holders disproportionally, just like every other transaction has. As for us "having the votes" to control the process, I find that laughable. Even some of our biggest institutional investors don't appear to have a clue of the true value of the US shares.

  • Reply to

    Highest Monthly Revenue

    by jamcracker25 Aug 8, 2014 7:24 AM
    jayand777 jayand777 Aug 8, 2014 10:47 AM Flag

    "All we need is a stable world market and economy."

    Which we have had for MONTHS while management has bumbled and stumbled along through this process. It is nothing short of ridiculous that we still do not have a conversion proposal. Yet I fully expect them next week to still have no details and offer more excuses for the delay. Absolutely inexcusable.

  • jayand777 by jayand777 Aug 7, 2014 12:53 AM Flag

    July revenues up 14% over June. Q3 will be the best quarter in years for Chipmos.

  • Looks like Vic really underestimated the impact the failed LG negotiations/lowered guidance would have on his share price. I would expect a resolution quickly along with an announcement that guidance will be raised back up if the license is secured quickly. Quite possibly the hitch is Immersion's insistence that basic haptics be included much like the Samsung re-up.

  • jayand777 jayand777 Aug 1, 2014 9:55 AM Flag

    Not ridiculous. CEO has for months pumped big second half revenue growth and now projects no better than break-even in q3 from all that revenue. People want profits.

  • Reply to

    If you guys were wondering....

    by foggyswamp Jul 25, 2014 4:07 PM
    jayand777 jayand777 Jul 25, 2014 5:27 PM Flag

    Marnis, the annual meeting for the U.S. shares is Aug 29. Proxies have been sent out asking for votes on directors. If they hope to put something about the conversion up for shareholder approval at that meeting, they are just about out of time. With their track record of moving everything at a snail's pace, I just don't see them having a proposal ready until Sept/Oct. Then more delays while they get approval from both shareholder bases and regulators in both countries. I agree IMOS will begin trading in tandem with 8150 once proposal details are made public, but I just don't see that happening anytime soon. It's really a shame. And with our luck, the announcement will coincide with the sharp market pullback everyone has been predicting.

    By the way, I have never been able to figure out the love with Amazon. Sell everything at cost, lose money year after year, and watch your stock price soar, all the while making excuse after excuse that you are investing deeply in technology and acquisitions so you can sell even MORE products at or below cost. Unbelievable...

  • My complaint forever was an antiquated, money-losing distribution division losing sales and losing money quarter after quarter. Now that is someone else's problem. What is left is a pure-play ecommerce unit that will grow revenues for the forseeable future. Two numbers stand out. 20% margins and 10% operating expenses. If they can hold these numbers or even improve them, that leaves 10% ebitda. From their FY '15 guidance, it will be even better than that. It is probably not a reach to predict a true NET PROFIT in the present September quarter. I'm beginning to see the math that Adler must have seen when he bought a big postion in the mid $3's. Still don't understand why Becker dumped though.

  • Reply to

    This deal is good enough to take us to $100

    by drmlk3 Jul 10, 2014 3:21 PM
    jayand777 jayand777 Jul 10, 2014 5:22 PM Flag

    They never are. Immersion keeps these deals confidential due for competitive reasons and so as to not affect other ongoing negotiations. But the recent trend is for a blend of both lump-sum and per-unit royalties, which will likely be significant with this customer.

    My concern for a long time is that not enough falls to the bottom line. But with total operating expenses of $11-12M per quarter, as volumes grow, more of this new revenue will become net profit.

  • Reply to

    OT: PXLW

    by memoryxpert Jun 18, 2014 1:35 PM
    jayand777 jayand777 Jul 10, 2014 4:33 PM Flag

    Bob, I don't see much risk with Immersion. Their technology is becoming must-have in everything from phones to tablets to cars to appliances to slot machines and on and on. They own all the key patents in the industry. One by one, companies are signing license agreements. How is this list of current licensees: Sony, Microsoft, Samsung, LG, Nokia, Logitech, Atmel, Plus two new very recent Chinese cell phone heavyweights. Not to mention the companies supplying touchscreens to key automotive companies and medical simulators. No debt, 98% gross margins, consistent net earnings. Apple will add haptics to their phones and tablets THIS year for the first time. Even if they choose to go it alone without Immersion, they will make haptics a must-have in every electronics product sold. Finally, when you virtually lock up an industry, you become a very inviting buyout candidate. Immersion is headed higher. Immersion is still flying below the radar, much like Chipmos was and to an extent still is.

  • Reply to

    Interesting day

    by uptabdowntab Jul 7, 2014 5:43 PM
    jayand777 jayand777 Jul 8, 2014 4:10 PM Flag

    Tabby is totally, positively delusional to post that HTCH will be profitable in the present quarter (July-Sept). Nor will they be profitable the quarter following. Anyone following his path or buying with those expectations deserves to lose the money invested. That prediction is ignorant and absurd.

  • Reply to

    Powers that be

    by sean777007 Jun 27, 2014 7:49 AM
    jayand777 jayand777 Jun 27, 2014 9:24 AM Flag

    Sean, part of yesterday's U.S. bump might have been Russell buying. Chipmos officially becomes part of the index at the close today. Hopefully more buying today and potentially some strange trades at the close.

IMOS
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