tenbag, very true but what really matters is how the original bail out by the government was structured. What we could see is a combination of stock sold to the public and stock bought by the company from the government which could reduce the share count. We will have to wait and see just how all this plays out. Keep in mind governments are not in the business of making a profit above the amount they gave plus interest when they start to back out. So the company and government will work together I believe in getting this transaction right. After all it is in the best interest of the government that LYG succeeds, so they don't have to do this again.
Ernst, I think you have it backwards somewhat. LYG holders hold more shares of the London company. This is not a dilution transaction to share holders of LYG. Also the government has been divesting themselves in this company and will no longer be able to have a controlling interest..., so your socialist thing will go away to an extent of regulations effect only. This is all good for LYG and seeing the price double from here is a strong possibility, then kick in earnings going forward and that could bring the price of shares to the low-mid teens in a year.
I guess that should push up the pps of LYG by the calculation of the shares issued of TSB in the IPO price. It would be nice if they used these funds to reduce the number of LYG shares in a buy back, or at least some and then issued a special dividend to LYG share holders too, plus announce their regular dividend plan.
Because there is no real reason for the sell off. The effect on MGI is a minor one. Thank you dumb money for the gift today.
Yep one has to laugh at all the dumb traders in the stock market today that react on this type of news. Look MGI has been and continues too improve their balance sheet. Walmart thinks by discounting this business by 50% they will gain market share, they may but I also think they will struggle. Now they are with I believe RIO in this if I read it right. Well how many time have we read about a company going out of business because of their dealings with Walmart? A LOT. So today the smart money will get a discount on MGI shares IMHO. Look, a 52 week high of 24.88 and now a price of 15.25 (at this post time) a 40% decline..., does anyone think MGI has a business decline of 40%? Thus a way over the top reaction to this news with the 15% decline today so far. Opportunity IMHO.
Well, there are the folks you mentioned using Google Glass in their industries. A lot of progress in development of this product for them are being addressed with their input from what I have heard so far in this process. That said Google does have one problem to overcome and that is trying to do it all in house IMHO. HIMX is a great partner with Google or Google would not have taken a stake in HIMX. That said I do believe that Google Glass is just the first of may products to come in this relationship. I see a huge opportunity to change a lot of different industries with this technology and this is just the beginning IMHO. I think once this really gets into the market and production is steaming along, HIMX will grow at 20% and a conservative P/E of 21. Once the market catches on the P/E could even go higher. HIMX is still on the first step on a very tall ladder IMHO.
This is a Walmart to Walmart store money transfer and like the internet thing Walmart tried years ago this too will fail to have any effect. Wait and see. Well at least we can get cheap shares today.
I posted the calculations back on Feb 19 I believe. Yes .30 should be the number.
Next years PE is at 11, now look at the average for the industry. Now ask yourself..., what is wrong with this picture. HIMX is way under valued at this point and is just in an unjustified deep correction IMHO. This is a tech company with an 11 P/E, unbelievable! The smart money has to come back soon one would think.
I'd take the difference of 8.50 and put it back in HIMX as that is house money. Take the $5 and put it in either RAD or VVTV as IMHO these are two companies that are turn around plays that have potential. That said understand the risks and never follow a board post until you do the work to see if you agree or disagree with the poster recommendation. It is your money and your risk and not the poster recommending something for you. ALL JMHO.
RAD has been building a strong bases during this market down turn. I think most holders that bought below $5 are pretty much out. We should see a pretty good move to $7.50 now but may come next week. My fair value stands at 12.50 based on the fundamentals.
Because there are a lot of dumb people in this stock that can't look past today and see the future value. So called analyst are making knee jerk reaction without doing their job. The company comes out and states preannounced earnings in line that they already know since it deals with the close of March 31. Now, to the smart investors, ask yourselves this..., does the share price deserve an almost 50% drop in price in a month? Based on what? What has changed? Even if this one customer that some say they lost (we really do not know if they are just holding off shipments or wanting a better deal to continue with HIMX) this would be only flat revenue for the remainder of the year. Nothing is factored into the pps on Google or any other new customer. Analyst that post a target are supposed to factor things in in their twelve month target and I argue they are not with HIMX. So we longs get frustrated with this type of activity but as longs are, we will whether it through. The shorts finally got their time to chime and that is good. Many shorts will claim they covered at the low when it hits and they will all say see I told you so, even though they have said this since the stock traded at a buck. But what more important than the stock price is the fundamentals of the company and they are still very strong. For now we longs will wait and as the earnings are announced beating the street and then a very good dividend is announced sometime in the next few months and then another beat in earnings, then maybe some will wake up and say, opps!
Well that would be nice but I think VVTV will get momentum when it consistently shows both top and bottom line growth. They have shown they can be profitable but they now need to show they can achieve this QOQ and YOY. Management has done what they can do at this point on the low hanging fruit. Now it is time to sell that fruit in the market for a profit and expand its orchard. It is time for them to think outside the box and come up with some innovations that get the customers involved and increase sales.
mar, with the increased real customer base we should be seeing a growth in average sales. Maybe they should track new customer sales averages vs. existing customer sales and then the total average. The CEO and CFO should be talking to analyst and doing more promotion of the business. Come up with some marketing like for example: On the Web page have the customer click on a product see a 15 second commercial about why they should consider buying it. Or have links on web pages to advertise the link to ShopHQ. I think KS needs to revamp how they deliver the message of their products making it more interesting setting them apart from QVC, HSNI and others. JMHO
The NASDAQ has declined less than 6% while VVTV has declined 34.5% so what you are saying is if the NASDAQ goes up almost 6% we can expect to be up 34.5% without anything coming from the company in news and earnings? OK.
I admit this WLO (maybe you could fill me in on this) is new to me and it could be simple and something I just missed from before but the array lenses is something new and really great news as to the changes in the product goes (it won't look to funky). But I do think that purchasing the Google Glasses today you will have a product that will gain value as a first design limited issue. I have the first atri pong game (still works too) and it is a collectors item..., I could see this with this Google Glass sold today in 50 years (well I won't actually see it unless from the beyond).