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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

sean777007 58 posts  |  Last Activity: Jul 21, 2014 3:16 PM Member since: Feb 1, 2012
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  • Reply to

    Sandisk? Really?

    by buy_buy_buy_123 Jul 17, 2014 4:12 PM
    sean777007 sean777007 Jul 21, 2014 3:16 PM Flag

    Caff;
    First and formost a successful surgery and speedy recovery.Fall In Chicago Is my favorite season and we can revisit Idea when you choose.Cheers.

  • Reply to

    Sandisk? Really?

    by buy_buy_buy_123 Jul 17, 2014 4:12 PM
    sean777007 sean777007 Jul 19, 2014 5:46 PM Flag

    Buy-buy;
    As you now know the 12th of August Is referred to as " The glorious 12 th " as It Is the opening of Grouse season.Both my parents were 100% Scottish and I lived In England for 2years In my teens.I am expecting this coming August 12 th to be " Perfect storm ". Either management screws the IMOS shareholders or we get paid.Either way I will propose a celebration or Bitchfest.Up to Caff and Jarret.As I have said before I will pay for their airfare to Chicago If they can determine a mutually agreeable date.Please consider the following dates Aug 15,16,17--Aug19,30,31 or Sep 5,6,7.If Caff and Jaret can communicate and find a date that Is mutually agreeable I will host a cocktail party Friday and dinner party Saturday for all long time holders.If he Is agreeable Marnis would be the " referee " for who Is Invited as he knows all the players and was In Vegas.
    Caff/Jarret;
    I would like to show my appreciation for all you have done.If these dates do not work I will understand but If you could let me know by end Of week so all concerned can make travel arrangements that would be great.Cheers

  • Reply to

    Sandisk? Really?

    by buy_buy_buy_123 Jul 17, 2014 4:12 PM
    sean777007 sean777007 Jul 18, 2014 4:25 PM Flag

    Dave;
    Hope we are both right about the Sep 25 puts.Trivia question for the board.What Is August 12 called In Scotland and why ?

  • Reply to

    pressure is building.

    by thierry_momber Jul 15, 2014 4:00 AM
    sean777007 sean777007 Jul 15, 2014 10:26 PM Flag

    JJJ;
    Good ridence.Please never bring your WHINING #$%$ back to this board.Every dollar up In the near future I will say a prayer you do not commit " Hari Kari " as we rally.Cheers

  • Reply to

    Surge and Rest

    by jamcracker25 Jul 1, 2014 3:22 PM
    sean777007 sean777007 Jul 15, 2014 8:57 PM Flag

    Jam;
    Not sure If done but majority sold.I am comfortable being short the Sep. 25 puts.Cheers

  • Reply to

    Surge and Rest

    by jamcracker25 Jul 1, 2014 3:22 PM
    sean777007 sean777007 Jul 15, 2014 4:56 PM Flag

    Turt;
    A large Institutional Investor In IMOS has been liquidating their position.Thats the bad news but the good news Is It was because they lost a large account and they were forced to sell.I wonder how many of those shares Oasis picked up ? Human nature- 10 % on your Investment In less then a month.Thats what vultures do.Cheers.

  • Reply to

    Surge and Rest

    by jamcracker25 Jul 1, 2014 3:22 PM
    sean777007 sean777007 Jul 15, 2014 4:39 PM Flag

    Jam;
    Timing IS everything.Somebody knows something.3 days to go and 1000 July 25 calls we're bought today.Coincedence ??.I think not.Tomorrow will tell.Cheers.

  • Reply to

    ONLY ON THIS BOARD

    by jdunef Jul 12, 2014 3:02 PM
    sean777007 sean777007 Jul 13, 2014 4:16 PM Flag

    Jd;
    Curious why you call Himx " falling Knife ". When It broke below 6 and numerous downgrades that might have been accurate.A serious base has been established around the 6 dollar level.I have on a " Texas hedge " .Long stock, long calls, and short puts.I only pray Google does NOT up their Investment as I will triple my Investment If we drop below 5.50.Cheers.

  • Reply to

    Suggestions on a fair conversion?

    by caffeine444444 Jul 3, 2014 3:32 PM
    sean777007 sean777007 Jul 10, 2014 4:13 PM Flag

    Dave;
    Easy big fella !! You are being drawn Into an argument with an " Idriot ". Did I get that right Marnis ? Just remember the old saying " A fool and his money are soon parted ". Did like your post on the way/differences Caff and I look at things. Remember " Forest for the trees ".Cheers

  • Reply to

    OT: PXLW

    by memoryxpert Jun 18, 2014 1:35 PM
    sean777007 sean777007 Jul 10, 2014 4:01 PM Flag

    Caff;
    What Is the date of the 8150 board meeting In August ?

  • Reply to

    Suggestions on a fair conversion?

    by caffeine444444 Jul 3, 2014 3:32 PM
    sean777007 sean777007 Jul 7, 2014 8:03 AM Flag

    Caff;
    Appreciate the response and agree with all you said with one exception.I am a big boy and accept my losses as my own.What I will never understand Is a management that Is willing ( hopefully ) to buy my shares for $ 30 to 32 but will not have a buyback in place to buy $ 25 dollar shares.You can walk and chew gum at the same time.Cheers.

  • Reply to

    Suggestions on a fair conversion?

    by caffeine444444 Jul 3, 2014 3:32 PM
    sean777007 sean777007 Jul 6, 2014 4:59 PM Flag

    Caff;
    I guess It's time to respond to your comments.You seem to think my comments are all tied to my option positions.Fyi I complained about not making 30,000 on my long call positioned last expiration.What I did not mention was I made triple that being short puts.This management has blown so many opportunities to buyback shares It's mindboggling.We should NEVER have gone under 25 again because we SHOULD have had a buyback In place.I do not dwell on the past but as a student Of history you cannot Ignore the past when looking to the future.I respect your complete trust In management please respect my skepticism due to my " Actions speak louder then words " philosophy.Nobody wants the end game more then I as the macro always scares me.We will all do well for one reason - 60% ownership of 8150.Good luck to the longs.Cheers

  • Reply to

    Suggestions on a fair conversion?

    by caffeine444444 Jul 3, 2014 3:32 PM
    sean777007 sean777007 Jul 3, 2014 4:50 PM Flag

    I want to make a point about being " fair " to 8150 shareholders.They have all made at least double and some triple their money on the cheap shares they bought from us with about ZERO risk.We gave up a significant ownership position In 8150 and that money should have already been given to us In a divy already.I agree with Liz about concerns with a 20 or 30 day moving average as they can clearly manipulate the price In Taiwan In order to buy our shares on the cheap.Bottom line Is we own 60% and DO NOT have to sell.Let the dividends continue to grow In Bermuda till we get what we want and for that's north of $ 32.00.Im hoping Seth told them the same.Happy 4th to all.Cheers

  • Reply to

    Bank Loan Press Release

    by johnboywalton56 Jul 2, 2014 11:01 AM
    sean777007 sean777007 Jul 3, 2014 11:28 AM Flag

    Bama;
    I completely agree with both your points.That money In Bermuda should already have been given to the IMOS shareholders and THEN start the collapse discussion.Also the blatant way the price of 8150 Is being pegged In this range bothers me.

  • Reply to

    Ex Dividend

    by caffeine444444 Jun 29, 2014 6:42 PM
    sean777007 sean777007 Jun 30, 2014 8:26 PM Flag

    Caff;
    First, Bob gave you great advice.I recently was In a similar situation with IMOS.Long 300 June 25 calls and had a dollar profit.Kept hesitating about selling shares V.S. Selling call position.Calls went out worthless-can you say " bonehead ".As we all know this stock never ceases to surprise.Plus side I was short a lot of puts.Just sell out the higher strike for profit or sell 27/28 strikes so time erosion Is hedged.Since I know you have a large core position This Is how I would play It.Cheers.

  • Reply to

    Ex Dividend

    by caffeine444444 Jun 29, 2014 6:42 PM
    sean777007 sean777007 Jun 30, 2014 5:35 PM Flag

    Caff;
    What a nice and enviable problem to have ! First rule Is never buy options with 1 to 3 weeks left to expiration.Thats when they smoke the time premium.If you feel extremely confident we are going to $ 40.00 by January you have 2 options.Do nothing and risk the macro biting you In the #$%$.Second Is to sell the Jan 37 calls for over $ 2.00 or the Jan 38's for around $ 1.75.In both cases If you get called you have effectively sold your stock for over $ 39 dollars.Either way you have lowered the cost of your leaps by around $ 2.00.Win-win and offset any time premium decay of leaps.If stock closes around or just below your strikes you are a god.Hope that Is helpfull.Cheers

  • Reply to

    just shorted 10K @ $33

    by johnkellyrulleezzz Jun 30, 2014 12:54 PM
    sean777007 sean777007 Jun 30, 2014 1:44 PM Flag

    Where should I send the tube of K.Y. You are going to need ?

  • Reply to

    Powers that be

    by sean777007 Jun 27, 2014 7:49 AM
    sean777007 sean777007 Jun 27, 2014 10:23 AM Flag

    Jay;
    Thanks for the heads up.An hour Into the session and under 4000 shares traded.Amazing.

  • sean777007 by sean777007 Jun 27, 2014 7:49 AM Flag

    Kept 8150 at exact same closing price 3 day's In a row.Im guessing so they don't have to pay more for IMOS stock.Letting It fly today as up $ 1.50 on double normal volume.Should be an Interesting day as long as Macro-situation does not bite us In the #$%$Good luck to the longs.Cheers.

  • Reply to

    Does anybody her know of AMKR?

    by jjjechk Jun 26, 2014 6:03 PM
    sean777007 sean777007 Jun 26, 2014 8:36 PM Flag

    Caff;
    What Is your opinion on when management announces details of conversion ?

IMOS
24.32-0.01(-0.04%)Jul 24 4:00 PMEDT

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