Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Shorting Arm - See: http://shorttracker.co.uk/company/GB0000595859/all Down from 1.36% to 0.89%, which should be good! Shorting can be used to guarantee potential profits, but still don't understand how it works! Anyway, Arm should buy Telit.com, Imho to dominate the IoT market. Bosses of Arm & Telit far cleverer than me, so I'll leave it to them.
05-Nov-1516:57:061,055.1264170,886Buy* 1,047.001,048.001.803M
this will bounce very soon
http://uk.reuters.com/article/2015/10/28/europe-markets-idUKL8N12S54R20151028 This article expands on the topic of dependance on Apple
Given the AAPL Results were better than expected, this is another indicator of just how well positioned ARM is to benefit from the close relationship with AAPL. This is a great Buy in price at sub £10.50 (average Broker rating over £13)
What kind of a statement is this? "At over 1000p, ARM shares cost even more than a pint of Stella Artois." It's no wonder the value I place on research is worth the price of a bag of the cheapest salt.
Missed this the other day, research from Hargreaves L HL COMMENT (21 OCTOBER 2015) Q3 figures from ARM show the value of their royalty stream racing ahead of broader industry semiconductor sales growth. In Q3, dollar processor royalty revenues rose by 37% year on year. Processor licensing revenues were up 5% and overall Group revenues in US$ rose by 17% to $375.5m. Profits before tax and earnings per share rose by 27% and 29%, respectively for the quarter, and by a similar amount for the year to date. ARM are seeing higher chip values and higher royalty percentages per chip as shipping volumes of their newer, most capable processor designs ramp up. They have reiterated their previous comment that they expect their medium term royalty income to outpace the broader semiconductor market by around 15% per annum, with licensing revenues rising at a 5-10% pace. Our View: At over 1000p, ARM shares cost even more than a pint of Stella Artois. Trading on over around 30x current consensus earnings, few would consider them to be in the bargain basement on that measure either. Not many companies can credibly suggest that their revenues will outpace their markets by 15% per annum over the medium term, without inducing a round of tittering from the back of the room. But with royalty income rising by 37% at a time when much of the semiconductor industry is in sackcloth and ashes, ARM can do just that. Last year, ARM spent £224m, or 28% of sales on Research and Development. That generates a huge amount of intellectual property and creates barriers to entry. Customers come to ARM because they know they will get the benefit of that investment, and that the cost of licensing a processor design from ARM and then paying a small royalty for each silicon chip they produce is a lower risk model than spending tens or even hundreds of millions of dollars to design their own. ARM has always designed processors with very low power consumption. That allowed them to dominate the market for processors used in smartphones, where battery life is so important. Now the group is expanding its market presence across other categories, from servers to the connected devices that make up the Internet of Things, where devices communicate with each other, but hopefully get no cleverer than we want them to be. Their latest designs carry higher royalties and these are now driving revenues strongly forward. The huge growth in licence volumes seen in recent years gives ARM the confidence in their future royalty incomes, because typically, royalties arrive a few years after a licence was bought, when the finished product moves to market. That ought to give ARM good visibility of their future growth. We think ARM is a gem. It leads the world in its field, and the field is growing quickly. Mobile computing will grow for years to come, and the spread of ARM cores into new product categories only increases the growth opportunity. So although ARM is not obviously che
OMG thanks to all the long standing holders of ARM shares who's posts have convinced me to keep the faith. I was severely down on these but this bounce has put me well back in the black. I know they will dip again slightly on profit taking and inevitable market jitters however the long term IOT component is looking amazing. For what little my contribution is worth...I believe that the worldwide IOT conference begins on Monday in the Far East, I think it's S.Korea. The Motley Fool were stressing this important date as a new paradigm shift in terms of ARM's direction, this fact was intimated in their Best Buy share bulletin, I know they are holders so they are massively positive on this great British company.
on our way towards £11
We are about to surge upwards thru resistance of 1066
we are at 1066 now ! lets see if it smashes down the door and moves up, a good afternoon on the DOW would assist
Bullish, but it also has to break 1066p resistance (from March and June 2015) first. Today the price has convincingly broken it 200MA, so fortune favours the bulls.
I suggested a Broker note upping the Target Price of ARM towards £14 or £15. As I write this ARM are back over 1050 in early Trading, we might see 1065-1070 today. The important thing is GS are now putting a target price of £15 on ARM Sit back and watch for an early indication with Apple Q3 results Tuesday 27th Oct I have a S/B (Long at 998.5p) GLA
<b>Investec Reiterates Buy Rating for ARM Holdings plc (ARM) October 21st, 2015 • 0 comments • Filed Under • by ABMN Staff</b> <b>ARM Holdings plc (LON:ARM)‘s stock had its “buy” rating reissued by equities researchers at Investec in a note issued to investors on Wednesday, MarketBeat Ratings reports. They presently have a GBX 1,200 ($18.52) price objective on the stock. Investec’s price objective would indicate a potential upside of 24.61% from the company’s currentprice. Shares of ARM Holdings plc (LON:ARM) opened at 1029.0000 on Wednesday. The company’s market cap is GBX 14.52 billion. ARM Holdings plc has a 12 month low of GBX 778.50 and a 12 month high of GBX 1,332.50. The stock’s 50 day moving average is GBX 949.31 and its 200-day moving average is GBX 1,035.63.</b>
I imagine a very bullish article will appear, even allowing for a slow down in China, these results are very very credible. The Company goes from strength to strength, plus the Cash on the Balance sheet is very reassuring. Various Broker notes, £13+ take your pick, but income will accelerate from here, so it won't be too long until we see a Broker note suggesting £15 or £16 is their upgraded Target price, Buy now at just over £10, this will seem cheap. Possibility of T/O and or Cash returned to SH in time.
ARM ARM holdings http://uk.advfn.com/p.php?pid=legacydaily&epic=L^ARM&type=4&size=2&period=4&scheme=&delay_indices=DELAYED_INDICES Beaufort Securities Note...... ARM Holdings (LON:ARM) – Buy <b><i>Yesterday, ARM Holdings declared its unaudited results for the third quarter and nine months ended 30th September 2015. Revenues advanced 24% y-o-y to £243.1m in Q3 2015, while revenues for the first nine months stood at £699.1m, 23% higher than the same period last year. Pre-tax profit improved 30% to £102.9m in Q3 2015, resulting in an EPS of 6.06p against 4.57p in Q3 2014. Net cash at the end of period stood at £898.2m (31st December 2014: £861.7m). On the operational front, the company signed 38 processor licences for a variety of applications. In July, ARM Holdings acquired Sansa Security, which is a provider of hardware security IP and software for advanced system-on-chip components. The company registered a 20% y-o-y growth in ARM-based chips shipped to 3.6 billion.</i></b> <b>Our view:</b> <b><i>ARM Holdings delivered solid performance in the first nine months of 2015 with enhanced revenues and margins. The improvement was led by royalty revenue growth, driven by premium chip pricing and higher royalty percentages from its ARMv8-A based chips. The company continued to deploy ARM technology in a wide range of products including sensors, servers, smart meters and smartphones. Furthermore, the company enjoys a healthy balance sheet with solid asset base and improved cash position. We expect the royalty revenue to grow faster capitalizing on the recently signed new licenses and the rise in royalty per chip in mobile devices. ARM Holdings is likely to meet its full year revenues guidance if the macroeconomic changes do not hold back consumer spending. Therefore, we continue to recommend a Buy rating on the stock.</i></b>
<b>Canaccord Genuity Reiterates Buy Rating for ARM Holdings plc (ARMH) October 21st, 2015 •</b> ARM Holdings plc (NASDAQ:ARMH)‘s stock had its “buy” rating restated by equities researchers at Canaccord Genuity in a research note issued to investors on Wednesday, MarketBeat.Com reports. ARM Holdings plc (NASDAQ:ARMH) traded up 4.60% during mid-day trading on Wednesday, reaching $46.83. 4,669,432 shares of the company’s stock traded hands. The company has a market capitalization of $22.02 billion and a price-to-earnings ratio of 47.88. ARM Holdings plc has a 52-week low of $38.40 and a 52-week high of $54.82. The company has a 50-day moving average of $43.75 and a 200-day moving average of $47.83. ARM Holdings plc (NASDAQ:ARMH) last posted its quarterly earnings data on Wednesday, October 21st. The chip maker reported $0.28 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.36 by $0.09. During the same period in the previous year, the businessearned $0.06 EPS. The firm had revenue of $243.10 million for the quarter, compared to analyst estimates of $240.81 million. ARM Holdings plc’s quarterly revenue was up 24.3% on a year-over-year basis. Equities research analysts expect that ARM Holdings plc will post $1.42 EPS for the current year. ARMH has been the subject of several other reports. Sanford C. Bernstein downgraded shares of ARM Holdings plc from a “market perform” rating to an “underperform” rating in a research report on Friday, June 26th. Zacks downgraded shares of ARM Holdings plc from a “buy” rating to a “hold” rating in a research report on Tuesday, June 23rd. Morgan Stanley upgraded shares of ARM Holdings plc from an “equal weight” rating to an “overweight” rating in a research note on Tuesday, July 7th. Topeka Capital Markets lowered their target price on shares of ARM Holdings plc from $55.00 to $50.00 and set a “hold” rating on the stock in a research note on Wednesday, July 22nd. Finally, Northland Securities raised their price target on shares of ARM Holdings plc from $59.00 to $61.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Two equities research analysts have rated the stock with a sell rating, seven have given a hold rating, twenty-two have given a buy rating and one has given a strong buy rating to the company’s stock. The stock has an average rating of “Buy” and an average target price of $167.95. ARM Holdings plc (NASDAQ:ARMH) is a United Kingdom-based company engaged in designing of microprocessors, physical intellectual property (IP) and associated technology and applications, and sale of development applications. The Company’s offers products, for example 16/32/64-bit RISC microprocessors, data engines, images processors, digital libraries, embedded memories, periph
22 Oct 2015 ARM Holdings PLC ARM Goldman Sachs Conviction Buy 1,026.00 1,026.00 1,500.00 1,500.00 Reiterates COVICTION BUY. Brokers like ARM after those results yesterday, which were ahead.
Telegraph market report: Arm Holdings "Neil Campling, of Aviate Global, said: “Arm is the most disruptive company on the planet – one that is a fraction of the market cap of the companies it is disrupting. We view this set of results as indicative of Arm’s unique offering in providing an ecosystem across all end markets.” HTTP://www.telegraph.co.uk/finance/markets/marketreport/11946466/Smiths-Group-lifted-by-support-for-chief-executive.html
<b>ARM's profit surge extends rally By Harriet Mann | Wed, 21st October 2015 - 13:33</b> ARM's profit surge extends rally With premium prices and higher royalty rates, growing demand for devices using Arm's () v8 chips has driven another amazing performance at the resurgent chip designer. They help make the new iPhone 6 work, but concerns over China's economic slowdown had triggered a share sell-off over the summer. Now, with business clearly booming and demand for electronics likely to surge in the busy Christmas period, investors are piling back in. Experts reckon further upside is likely. Jumping 24%, sales hit £243.1 million in the three months to 30 September, driven by a 37% increase in processor royalty turnover - representing the bulk of group revenues - and a 5% increase in licensing revenue. With 38 licences for a broad range of applications signed in the period, the adoption of ARM technology is clearly not slowing. Over 3.6 million chips were shipped in the quarter. Underlying pre-tax profit and earnings per share rose by 27% to £128.4 million and 29% to 7.6p respectively. Gross margin of 96.3% is ahead of consensus, too. "The company is in a purple patch at the moment with a large number of v8 based end devices now coming to market," said Investec analyst Julian Yates. "While we suspect some of the Q3 beat was driven by some Q4 'pull forward' in terms of customer device releases, we think the company should still be able to deliver sequential Q4/Q3 royalty growth, but not as marked as in previous years." However, the group generated less cash than last year (at £86.6 million) and its fourth-quarter investment budget of £117-£119 million is slightly ahead of expectations, given its additional investment in enterprise infrastructure and opportunities for new revenue streams from the Internet of Things. With strong royalty momentum and a healthy licensing pipeline behind the group as it enters the final quarter of the year, management are confident they will meet expectations. Succumbing to wider market pressures and weak macro concerns, a harsh sell off cost ARM nearly a quarter of its market value in August, with the shares bottoming out at 812p on what is now known as Black Monday. After industry M&A talk supported a further recovery last week, this better-than-expected update pushed the shares to 1,057p through the 200-day moving day average. Losses since July have now been won back. <b>Yates thinks the shares are worth 1,200p. Numis analyst Nick James reckons it could be as high as 1,350p. "[The] stock trades at P/E of 34x/28x FY15E/16E, which is at the bottom of its historic range of 30-55x, whereas we believe ARM's prospects to sustain historic growth rates are as strong as ever."</b>
<b>Investec Reiterates Buy Rating for ARM Holdings plc (ARM) October 21st, 2015 • 0 comments • by ABMN</b> ARM Holdings plc (LON:ARM)‘s stock had its “buy” rating reissued by equities researchers at Investec in a note issued to investors on Wednesday, MarketBeat Ratings reports. They presently have a GBX 1,200 ($18.52) price objective on the stock. Investec’s price objective would indicate a potential upside of 24.61% from the company’s currentprice. Shares of ARM Holdings plc (LON:ARM) opened at 1029.0000 on Wednesday. The company’s market cap is GBX 14.52 billion. ARM Holdings plc has a 12 month low of GBX 778.50 and a 12 month high of GBX 1,332.50. The stock’s 50 day moving average is GBX 949.31 and its 200-day moving average is GBX 1,035.63. A number of other research firms also recently issued reports on ARM. Credit Suisse reissued an “outperform” rating and set a GBX 1,300 ($20.07) target price on shares of ARM Holdings plc in a research report on Tuesday, July 7th. Numis Securities Ltd reaffirmed a “buy” rating and issued a GBX 1,350 ($20.84) price target on shares of ARM Holdings plc in a report on Monday, August 3rd. Natixis reissued a “neutral” rating and set a GBX 1,000 ($15.44) target price on shares of ARM Holdings plc in a report on Wednesday. Barclays dropped their price target on shares of ARM Holdings plc from GBX 1,300 ($20.07) to GBX 1,250 ($19.30) and set an “overweight” rating on the stock in a research report on Thursday, July 23rd. Finally, Liberum Capital reiterated a “sell” rating and issued a GBX 650 ($10.03) target price on shares of ARM Holdings plc in a research report on Thursday, September 10th. Two equities research analysts have rated the stock with a sell rating, seven have given a hold rating and fifteen have given a buy rating to the stock. The company currently has an average rating of “Buy” and an average price target of GBX 1,145.32 ($17.68). In other news, insider Chambers,Stuart J acquired 10,000 shares of the company’s stock in a transaction dated Thursday, July 30th. The shares were bought at an average price of GBX 994 ($15.34) per share, for a total transaction of £99,400 ($153,442.42). Also, insider Green,Andy acquired 5,250 shares of the company’s stock in a transaction dated Thursday, September 10th. The shares were purchased at an average price of GBX 953 ($14.71) per share, for a total transaction of £50,032.50 ($77,234.49). ARM Holdings plc (LON:ARM) is a United Kingdom-based company engaged in designing of microprocessors, physical intellectual property (IP) and associated technology and applications, and sale of development applications. The Company’s offers products, for example 16/32/64-bit RISC microprocessors, data engines, images chips, digital libraries, embedded memories, peripherals, applications and de
21 Oct 2015 ARM Holdings PLC ARM Investec Buy 1,030.50 963.00 1,200.00 1,200.00 Reiterates SP Target 1200p
ARM..... ARM HOLDINGS..... SP as responded very strongly to results today which were AHEAD of Broker Consensus figures. The SP should continue to rise going forward. <img src="http://content.screencast.com/users/mickkipper/folders/Default/media/2e972a0e-54b8-4981-ab68-b5546806a8e6/arm%204.jpg"> Broker Aviate......BUY <b><i>Q3 Sales £243m ahead of £240m, EPS inline. The power of the long term business model is coming through. Need proof? End semi market is growing just 2% (Gartner, WSTS estimates etc) in 2015 so note ARM's sales are +23% YoY year-to-date. Key royalty growth is up an outstanding +37% YoY in US$ terms in Q3 versus market growth of -2%. Simply stunning. What’s more Q3 delivered accelerating growth: headline 24% sales growth in sterling terms and 17% in USD, thanks to the two key metrics of processor licensing +9% in Q3 (+6% YTD) and royalty processors +48% in Q3 (+45% YTD). High end, high royalty v8a penetration is an incredible 60% of smartphone design wins. Could be as high as 75% at the exit run rate of Q4 (had previously expected 60% at end of year). Now you must remember that ARM reports revenues one quarter after licensees shipments in Q2. So it is worth remembering that Q2 was when smartphone chip volumes and end markets reportedly fell off a cliff (over a dozen related semiconductor company warnings). So these great set of results mean just one thing. ARM is gaining further market share, higher ARM content, and higher royalty rate and newer technology take rates. 36 processor licenses signed which is a driver of future royalty growth. Solid. 50% of new Mali licenses are for (higher royalty rate) next gen processors, six ARMv8 high margin processor licenses sold. It is the very essence of the leading edge solutions that is now clearly driving growth. Increasing royalty revenue due to increasing shipments of chips containing ARM's latest technology, ARMv8-A, big.LITTLE and Mali graphics. Overall 3.6 billion chips shipped in Q3, up 20% YoY. Next generation royalty rates have the potential to be 5x the rate they were in 2011. While operating expenses are likely to move higher in the short term this was well flagged at last month’s analyst day. ARM is beginning to see new adoption in servers and the datacentre. As we suggested last week on Intel’s results we suspected ARM was just beginning to sow the seeds of disruption in Intel’s DCG (Data Centre Group) which is 60% of Intel’s profits. ARM had less than 1% market share in servers in 2014 but have a path to a potential 25% share by the end of the decade. We view this set of results as indicative of ARM’s unique offering in providing an ecosystem across all verticals, all geographies, all end markets. ARM now signs more embedded device licenses (think Vehicles, smart cards, embedded computing etc.) than smartphones. The fact is whether Samsung lose share to Huawei and Xiaomi, for example,
Out of these a few months back so missed out on a tidy profit purely because i needed the funds but good see excellent results and well done to all that hold. Excellent British company.
ARM Holdings quarterly profit surges as full-year revenues remain in line Wed, 21 October 2015 Article viewed 180 times Share on Facebook ARM Holdings quarterly profit surges as full-year revenues remain in line ARM Holdings Quote more Price: 1,039.00 Chg: 76.00 Chg %: 7.89% Date: 11:30 (ShareCast News) - Shares in ARM Holdings surged after the chip designer posted a jump in third-quarter pre-tax profit as revenue grew on the back of premium chip pricing and the broadening adoption of its technology, and said it has entered the final quarter of the year with strong royalty momentum. Third-quarter pre-tax profit rose 27% on a normalised basis from the same period last year to £128.4m, on revenue of £243.1m, up 24%. Processor royalty revenue was up 37% on the year, while processor licensing revenue rose 5%. Chief executive Simon Segars said: "Q3 has been another strong quarter for royalty revenue growth, driven by premium chip pricing and elevated royalty percentages from recently introduced ARMv8-A based chips. "These new chips are now shipping in a wide range of devices including smartphones, enterprise equipment such as base stations and servers, and consumer electronics such as digital TVs." ARM said it has seen growth in the adoption of its processor technology, with 38 processor licences signed for a broad range of applications, from sensors to smartphones, to servers. In addition, it said it has maintained momentum in the licensing of advanced technology, underpinning future royalty revenue growth. The company also pointed to growth in shipments of chips based on ARM technology, with 3.6bn ARM-based chips shipped, up 20% year-on-year. ARM, which designs chips for Samsung and Apple, said it expects group dollar revenues for the full year to be in line with market expectations. Investec, which rates the stock at 'buy', said royalties were very strong, beating both its and consensus estimates of $169.4m and $167.7m, respectively. "These results show the strength of the royalty model, and support our positive view on the stock," said the brokerage. At 1103 BST, ARM shares were up 7.5% at 1,035p.