nyjets, I didn't say a reduced fee (although anything over 1% annually is too high in my opinion). But when they have a "return on capital" as part (theirs is almost all of it now) of their dividend, then there are two problems. That is either they one, have the dividend too high or two, are failing to do their job. Unfortunately for us they are doing both. This meaning to me they are in a "run off" of the company and not a "Growth" mode for the benefit of the shareholders. They are supposed to be working in our best interest and not just to get paid for nothing. I would rather they sell the company then having us go through a slow bleed this way.
Well, this team has diluted us further as they run down this company. We are over due for a change in control IMHO. We need to oust management to save our company. All they do is give us back our money and charge us a fee to do so. All JMHO.
blair, there is no talk (but for you) of another RS. The Company is in much better shape then even last year at this time. That is proven by the balance sheet and todays earnings beat. Now when the FED gets their act together and start to move the interest rate back to normal, IMHO CIM will shine even more. Just watch and see. Now if CIM can continue to deliver strong earnings with each Q for the rest of the year, we may just see another special dividend in 2017.
The dividend HIMX pays is based on a formula off earnings of the previous year. Thus the one paid this year is from 2015, that is why I expect less. But I agree that HIMX pps is the key and has much greater potential in the growth area for at least the next couple of years.
I do not expect us to get a dividend at or above last years number because of not improving that much in 2015. However, 2016 will be the breakout we all have been looking for, for a long time. Maybe we get two thirds of last years dividend but next year when we get the benefit of 2016 that could double.
Earnings will be announced next month, WU may even announce the dividend based off 2015 too..., we shall see.
HIMX is now ready to move past the recent $12 high, not from the recent product announcements, but more importantly the production and shipment underway. As we go forward in 2016 I expect we will get even more progress. $16.33 here we come. ALL JMHO.
A lot of these so called tech reporters and analysts have no clue to what HIMX does and who they are working for on new products. But that is ok because just like Jay, they will lose their creditability too. I read todays article from Chris N. of the Motely Fool and one should read it if they want to see a very bias article that he could not even back up why he didn't think HIMX would be a major player in VR. Chris picked the other company that was dropped from the Apple Watch as their supplier..., simply amazing. But that is what HIMX has and have been dealing with since the Google Glass issue that had to do more with Google than HIMX. Oh well one thing many of us investors like is more opportunity to buy cheap and these type of articles do that well.
HIMX, with the help of negative press has backed off from its $12 high and is forming a good base in the 10.75-11 area for now. However IMHO when earnings come out we may see a huge upside as the so called "pros" are proven wrong once more. ALL JMHO.
As with many biotechs backing is a normal part of the process..., some succeed and many do not. However with CAPR I find it difficult to buy in but if you wish too that is your choice. I can not come up with 20-40 pps and will not hang my hat on wishful thinking. As to going away, well HH is not my only investment and it has been a sleep for a very long time but may just wake up now so I check on its progress from time to time, thus why I do not post here much.
But just because CARP isn't for me, I wish you luck in it. However for now it is just a cash burn biotech company like many others. Been there done that..., no thank you!
10% higher yet not superior?? Well now you know why the company failed. Boy, management must have got a sweet deal for themselves not to take a higher offer for shareholders.
I am asking you to support your $20 and that is not in the call. Either you did the research or you did not, yet felt you should recommend something to others. Now post something with details to support your findings. Do you have any findings in the first place.
Yes you do need to say more. After all this is a biopharma research company which is in a industry that has more failures than success and more company's that o belly up. What makes you believe that they are strong enough not to do another reverse split after issuing more stock to survive with the understanding that this is a practice many biopharma's do? Now the most important question.., what drug or drugs are you basing success on that would warrant a $20 per share price? Fundamentally what data do you come up with this valuation?
Let's see, they went through a 1/50 reverse split, debt at almost 10M on revenue of almost 6M and trade at 22.8 X BOOK VALUE. there operational cash burn if I read that right is a tad over 9M. Although their cash is at some where around 19M, I don't think, unless they have some super drug coming, can support the $2 per share level over the next two years. But I could be wrong. Besides what does this have to do with HH? I think you are on the wrong board w.jim43. But good luck with the tiny bio firm..., it is not for me. All JMHO.
That's the difference S584sd vs what johnleeshoe posted. It is the Fundamentals that drive price appreciation in the end. Google glass was the last drive and decline as it failed to gain steam. However, HIMX has much more promising products coming and AR/VR is just the start this year. Thus timing could be good for this conversion and could move HIMX into the best in class going forward and a real hidden gem today.
As we approach the earnings so to is the chart gap up coming into play. There is a huge gap up from $12.18 to over $15. If these to merge (Fundamental strong earnings beat and the chart gap up) we could see $15-16 quickly IMHO. Look at the chart plug in two years (when they hit all time highs).
What kina chart are you looking at? LOL! A move to .50 based on resistance levels is what I see and that could come once the earnings are announced.
You were never in so how can you get out xx? jme so next time you will be saying $11 once it crosses $12 right? jeb, well you just can not find a number to support. Plus none of you have a reason why you pick a number out of the sky. Is it wishful thinking? It would be nice to at least explain why you think it will drop like a rock other than this step ladder chart HIMX I in. These pull backs are good for the technical charts to push the pps up further and then earnings should propel the stock past $13-14 because of strong fundamentals. Watch and learn.
jarhead, not sure what you are looking at that leads you to think it will move back to $8. Now if the company has bad earnings that is one thing..., then state that. However if it is just an opinion of yours that it will go back to $8 in April, then state that. But do yourself a favor and use the fundamentals or folks will think you may just lack intelligence on the company and are just in a wishful thought. Not sure if I am right here, but weren't you the one that when it was $8 you thought it was going back to $5 just a month or so ago?