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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

misterbob8 5 posts  |  Last Activity: Sep 10, 2014 10:12 AM Member since: Apr 27, 1999
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  • misterbob8 misterbob8 Sep 10, 2014 10:12 AM Flag

    A small item should not go unnoticed ... the company is learning the ways of Wall Street. Two years ago it would have been unheard of to comment on guidance in a monthly revenue report. Now they not only comment, but they include a comment in the headline. Looks like progress to me.

    Good luck to the longs.

    Bob

  • Reply to

    SPIL Repurchase

    by davegras Aug 14, 2014 6:31 AM
    misterbob8 misterbob8 Aug 14, 2014 8:55 AM Flag

    Dave,

    Just my opinion, but I don't expect a conversion proposal until November. The driving factor is the SPIL repurchase.

    Certainly, a conversion proposal could impact the IMOS share price. That rules out any proposal until, at a bare minimum, the 20-day window for determining the SPIL price is over. But remember that IMOS management has been quite slow, deliberate, and in CYA mode. They would add a second window (after the 20-day window) just to prevent regret (or worse) on SPIL's part. Again, just my opinion, but I would expect the conversion proposal to emerge somewhere around the next earnings announcement.

    Good luck to the longs.

    Bob

  • misterbob8 misterbob8 Jul 28, 2014 1:15 PM Flag

    jjjechk,

    There are many of us who have said nothing at all for quite a while. Now it's time for you to try a variation on your own advice: If you don't have anything to say, say nothing at all.

    Good luck to the longs.

    Bob

  • Reply to

    Ex Dividend

    by caffeine444444 Jun 29, 2014 6:42 PM
    misterbob8 misterbob8 Jul 2, 2014 10:04 AM Flag

    Caff,

    Sean's answer embodies one of the perils of options trading. You have to be right about both the stock price direction as well as the timing. For the sake of discussion, let's assume:

    80% chance you're right about the price direction of MU
    60% chance you're right about the timing of that price move

    That still gives you less than a 50% chance of being right about both. Bottom line: beware of the rosy-colored glasses scenarios that start out by saying, "If the price moves to $40 ..." You also have to consider what would happen if the price moves to $30 and churns there for a while. Even if that's not the most likely scenario, it's a meaningful possibility.

    Good luck.

    Bob

  • Reply to

    Ex Dividend

    by caffeine444444 Jun 29, 2014 6:42 PM
    misterbob8 misterbob8 Jun 30, 2014 5:31 PM Flag

    Caff,

    Why did you exercise the LEAPs? Why not just sell them, and buy the stock? From what I remember, the purchase date for capital gains purposes is the date you buy the stock, not the date you buy the LEAP but I could be wrong about that.

    On the current LEAP holdings, I would sell the $35 sooner than the $30 strike. "In the money" strike gives you some downside protection with a lower time premium.

    All happy choices to make!

    Bob

IMOS
23.22+0.53(+2.34%)Sep 16 3:59 PMEDT

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