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Himax Technologies, Inc. Message Board

trumpace 30 posts  |  Last Activity: Jun 22, 2016 9:16 AM Member since: Jul 13, 2004
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  • Reply to

    BTW TPG wrong about dividend.

    by blondebluefl Jun 22, 2016 9:02 AM
    trumpace trumpace Jun 22, 2016 9:16 AM Flag

    As a holder, yes there was return on capital in 2015. What a goofy post blondebluefl

  • Reply to

    Well, that is NOT good news.

    by jebediah456 Jun 20, 2016 9:35 AM
    trumpace trumpace Jun 21, 2016 8:11 AM Flag

    IIMHO revenue in two years could hit 1 billion. Profit could be between 30-40 cents for 2016 and 50 to 65 cents for 2017. This is just an estimate of mine. We shall see.

  • Reply to

    Well, that is NOT good news.

    by jebediah456 Jun 20, 2016 9:35 AM
    trumpace trumpace Jun 20, 2016 9:52 AM Flag

    This was expected because of the way they calculate the dividend based on the previous years profitability and 2015 was not that good of a year but still profitable. I am ok with this news and the bright 2016 we are in. Next year when they declare a dividend we can anticipate using 89% of profits earned in 2016. I think we have a clear idea as to what to expect after the Q4 numbers come out for the year. Good job WU

  • Reply to

    Dividend

    by white_sox_curse Jun 16, 2016 9:13 AM
    trumpace trumpace Jun 17, 2016 2:04 PM Flag

    tb2, I won't sell at least for a year or so. Too many positive products coming for strong growth. IMHO the pps could triple or more along the way in the next year or two.

  • Reply to

    Dividend

    by white_sox_curse Jun 16, 2016 9:13 AM
    trumpace trumpace Jun 16, 2016 9:35 AM Flag

    I wouldn't be surprised if the BOD changes its dividend policy for this year if earnings are bright and strong for this Q. Or possibly pay a special along with this years. Maybe this is why the delay on an announcement of this years dividend. Just a guess on my part. But there must be a reason for the delay..., we should know soon.

  • Reply to

    don't freak out, just the div coming out

    by lespaulz24 Jun 14, 2016 9:59 AM
    trumpace trumpace Jun 14, 2016 4:44 PM Flag

    The stock opens at the reduced div price. Todays move is not reflecting that move. Not sure why the sell off but no one should be too surprised considering this management team we have.

    As too TPG, I'd like to see a firm offer to buy out the company instead of this letter stuff that means nothing. TPG either make an offer or move on.

  • Reply to

    Solid Earnings Beat

    by trumpace May 28, 2016 10:24 PM
    trumpace trumpace Jun 1, 2016 11:00 AM Flag

    Mize, within the next two years, There will be a sea change in Political Leadership and Policy world wide as many nations realize the one world government will not work and thus abandon the idea. Socialism and Democracies do not work and neither has had any success in history. However many leaders try over and over to make them work. However the one true Political system that can work is a Republic that is run by and for the people without corruption. The closest that the world has see in America, thus why so many around the world wants to come to this melting pot. But what the last eight years has brought to America is uncertainty and the Progressive Socialist movement has moved even America to a very dangerous position today. But it is not too late as of yet, to turn the country back from this demise and return it to the great republic it once was. As this happens the OECD will revise its Economic outlook and the world will be better than most believe it will be. So in this early stage of sluggish growth, there is a lot to look forward to once these policies are changed and the leadership along with them. Less government intrusion will lead to prosperity as you will see, which will lead to a stronger middle class and greater wealth for many many more individuals in that class. JMHO.

  • trumpace by trumpace May 28, 2016 10:24 PM Flag

    In an industry that has its back against the wall NM surprises the analysts. When the report was announced I put a bid in at .75 but got them at a bit less than .72. I increased my holdings by 200% at the open that day. The company is well managed at this point. Any turn around in the commodities and NM is in good position to move forward. Day rates are improving.

  • Reply to

    New CMO

    by mr_harry_lime May 23, 2016 11:12 AM
    trumpace trumpace May 23, 2016 12:52 PM Flag

    Yep..., Where is KS when you need him???

  • Reply to

    New CMO

    by mr_harry_lime May 23, 2016 11:12 AM
    trumpace trumpace May 23, 2016 12:24 PM Flag

    Hi harry, I look at this appointment (hire) as an "old dog" and IMHO EVLV needs new blood in this area, a 30 something that is up on trends. JMHO.

  • Reply to

    Dividend

    by johnpaul67 May 8, 2016 10:00 PM
    trumpace trumpace May 18, 2016 3:16 PM Flag

    I think that now that they are well positioned to increases by the FED, they are just waiting for this to happen. But it may take awhile so we may go back in the pps first. Maybe even to 6.70

  • Time to gobble up shares smart money. We are seeing this morning short term money sell on the news and giving long term buyers opportunity. If anyone thinks Wu won't deliver guidance then they don't know investing. I did not see this mornings action coming but welcome it with open arms and wallet. A huge shout out to the dumb money sellers this morning. Life is grand.

  • trumpace by trumpace May 12, 2016 8:55 AM Flag

    Considering the earthquake customer delay and the Q having 9 less days, these are great numbers. Then factor in the customer is back on track in the Q we are in is why the guidance announced is so strong. Wu has beat the numbers more times than not and the street should consider HIMX will be strong for the rest of this year and beyond.

  • trumpace trumpace May 12, 2016 8:32 AM Flag

    The business losses were better by 10%, "an improvement". Moving in the right direction. Q2 revenue should come in at 10M IMHO to keep the growth target going forward. They have improved their business plan to get to their 42M revenue target. All in all not a bad Q, as progress on revenue continues. Remember they were only making revenue per year what they are making by Q now.

  • Reply to

    Three words

    by proforma000 May 10, 2016 10:46 AM
    trumpace trumpace May 10, 2016 4:13 PM Flag

    Yep got em. Watch near the close tomorrow, we may get a sign. If green we add 4-6 cents by the closing bell. Then if the earnings beat on Thursday, we are off to the races. There is a wide open move to .46

  • Reply to

    Three words

    by proforma000 May 10, 2016 10:46 AM
    trumpace trumpace May 10, 2016 11:09 AM Flag

    I put a bid to buy today at .125 if I don't get it I will remove it tommorrow night at the close.

  • Reply to

    The battle is on

    by trumpace May 9, 2016 10:42 AM
    trumpace trumpace May 9, 2016 4:28 PM Flag

    jeb, as I said above we could see it up a buck and a half if the earnings beat. So if the price is 10.51 then we could get over 12. But if the smart money sees these new products at a greater value, we could see in the next six months (November's announcement) my fair value number of $16.33. It's all un to the numbers and performance of the company..., can they deliver strong growth.

  • trumpace by trumpace May 9, 2016 10:42 AM Flag

    As we are seeing chart wise, the battle is on between the smart and dumb money investors and speculator shorts. Good! HIMX wants to go higher and when good solid volume increases, then it should move fast. Now the key is earnings and if they beat we could see a buck and a half up or more that day. However, leading to earnings we just may get a sign which way they are leaning. IMHO if more institutions come to the table, that would be a good sign.

  • Reply to

    The Navios Vale News

    by mizesaw May 2, 2016 7:44 AM
    trumpace trumpace May 6, 2016 7:42 AM Flag

    Believe what you want. But third party insurance companies are in the business of insurance and all they would do is increase premiums. Now if the company thought it was smart not to insure for the loss than that was a mistake (a big one) but with prices the way they are, not a game changer as the loss may be worth more in tax loss then what the profit was in continued running. We shall see when they announce the quarters going forward. I am a buyer if the pps moves below 80 cents. Fact is because of the business structure of the company, IMHO it is just a matter of time before NM recovers. But caution others that when buying at these prices there is a huge risk of total loss if the company decides to restructure. As to Vale, well they may not have the funds to continue the contract but have the insurance to make the NM deal whole if the courts get involved. So this issue is not settled yet.

  • Reply to

    Earnings and Distribution

    by jj27713 May 2, 2016 8:30 AM
    trumpace trumpace May 4, 2016 7:50 AM Flag

    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.

HIMX
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