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Hi Mick According to my calcs the sp should be between 2000 and 4000 right now. That's probably cos I'm daft. Still holding on despite 4 % loss. I tell my kids to believe in themselves, trust instinct. Anyway 1300 would be nice!
11 Sep 2015 ARM Holdings PLC ARM Exane BNP Paribas Outperform 950.00 950.00 1,300.00 1,300.00 Retains SP Target 1300p
50k and 59k
<b>ARM Holdings plc’s “Buy” Rating Reaffirmed at Jefferies Group (ARM)</b> September 7th, ARM Holdings plc (LON:ARM)‘s stock had its “buy” rating reissued by investment analysts at Jefferies Group in a report issued on Monday, Market Beat reports. They presently have a GBX 1,140 ($17.31) price target on the stock. Jefferies Group’s target price would indicate a potential upside of 20.83% from the company’s currentprice. In other ARM Holdings plc news, insider Chambers,Stuart J purchased 10,000 shares of the stock in a transaction dated Thursday, July 30th. The shares were acquired at an average cost of GBX 994 ($15.09) per share, for a total transaction of £99,400 ($150,949.13). ARM Holdings plc (LON:ARM) opened at 946.5000 on Monday. The stock’s market capitalization is GBX 13.35 billion. ARM Holdings plc has a one year low of GBX 778.50 and a one year high of GBX 1,233.00. The company’s 50-day moving average is GBX 948.33 and its 200 day moving average is GBX 1,081.47. The firm also recently disclosed a dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be issued a dividend of GBX 3.15 ($0.05) per share. This represents a yield of 0.32%. The ex-dividend date is Thursday, September 3rd. Other equities analysts have also issued reports about the stock. Credit Suisse reiterated an “outperform” rating and issued a GBX 1,325 ($20.12) target price on shares of ARM Holdings plc in a report on Thursday, June 4th. Goldman Sachs decreased their price objective on shares of ARM Holdings plc from GBX 1,550 ($23.54) to GBX 1,500 ($22.78) and set a “conviction-buy” rating on the stock in a report on Thursday, July 23rd. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a GBX 900 ($13.67) target price on shares of ARM Holdings plc in a research note on Thursday, July 23rd. Deutsche Bank dropped their price objective on shares of ARM Holdings plc from GBX 1,130 ($17.16) to GBX 1,070 ($16.25) and set a “hold” rating on the stock in a research report on Thursday, July 23rd. Finally, AlphaValue restated a “buy” rating and issued a GBX 1,192 ($18.10) target price on shares of ARM Holdings plc in a report on Thursday, August 20th. Two research analysts have rated the stock with a sell rating, six have given a hold rating and fifteen have issued a buy rating to the company. ARM Holdings plc presently has an average rating of “Buy” and a consensus target price of GBX 1,156.35 ($17.56). ARM Holdings plc (LON:ARM) is a United Kingdom-based firm engaged in designing of microprocessors, physical intellectual property (IP) and associated technology and software, and sale of development applications. The Organization ‘s offers products, like 16/32/64-bit RISC microprocessors, data engines, graphics chips, digital libraries, em
http://www.carterjonas.co.uk/news-and-events/news-and-press-releases/Sep-2015/arm-holdings-plc.aspx
https://uk.finance.yahoo.com/news/arm-holdings-plc-partners-international-125533229.html
Upcoming Arm News 08 Sep 2015 4:30 p.m. UKT - Investor Webcast on ARM in Networking and Servers 15 Sep 2015 Analyst & Investor Day 16 Sep 2015 ARM Holdings plc London Roadshow with Bank of America Merrill Lynch, with management 21 Oct 2015 Q3 2015 results. If I was not losing money on this share I would be buying more before these events! £13 Bn Coy. Not easy to takeover.
Got China on my mind :-(
The rumour mill will push the price over a tenner and the next results will hopefully keep it stuck there. There seems to be more chatter recently about China looking to purchase UK tech.
Probably Arm buying up treasury shares, but these need sellers as well. The share price remained at 950 so I would not be surprised to see a big gain early tomorrow. Imho these shares are massively undervalued by a factor of at least 2 ie should be £20 + Won't happen of course, but hopefully they will make by break even price of £10 Best of luck
Quite a few large buys after hours, too small for China to be buying up!
At end of trading today (after 4.28) 17 big buys tot £3,000K, not incl £8,085K UT Buy. 1 big sell £ 23K. Last trades 878 to 882 ie Sp 880, just + 4p up on closing! Arm bought 250K as treasury shares, about £2,200K leaving £800K that appeared out of the Ether! I don't claim to understand anything anymore, but US 3% up so that's also a good Omen. Mebbe the directors don't have to notify Lse of the shares they sold if they are dead!
Just noticed last trades - 3 Buys of £ 98K, £265K and £ 37K = £ 400K. Also UT Deal £ 6.24M but am told to ignore UT Deals! Fun on Monday when we find out all the Directors are Dead!
Interesting Article: www.fool.co.uk/investing/2015/08/21/should-investors-sell-arm-holdings-plc-as-intel-corporation-muscles-in/ Of 29 brokers 13 Buys 3 sells Av sp 1230 liberum 650 EpsG 68%, Per 29.8, Peg 0.4 and margins increasing. From Dec-10 to Dec-14 Peg averages out at 1.9. And 1.9 / 0.4 = 4.75 = underval factor So 864 * 4.75 = 4104. Only if margins falling or growth decreasing should the Peg fall - neither of which is happening. Or serious Debts - Gearing -ve ie more Cash than bank Debts. Or fundamental product issues - World Leader Or Markets drying up - Is the number of smart phones sold actually decreasing? This is now only 40% Rev Or All the Chiefs went to the pub, got p....d and are playing Russian Roulette As Sherlock Holmes said "Once you eliminate the impossible, whatever remains, no matter how improbable, must be the truth,"
Clearly still in free-fall here..
ARM holding up well today considering the carnage in the rest of the markets. My PF getting redder as the week progresses! May be a good time to buy some more ARM perhaps .. would be nice to know if we're off the bottom now, who knows?
Well it ran out of steam again. But lets hope tomorrow can pick up a little more speed
looks like it's going the opposite direction today. Onwards and upwards
SP due to start its descent towards 2.30pm NY opening.
bdog51, looks as though you have made the right move. ARM just being dragged down from all sides at the moment. Most of which will be incorrect assumptions. The next quarterly update will prove that (long way off). Will just have to batten down the hatches and wait for the upturn.
this didnt help either - 16:35 - 19/08 Sell 744914 894.50p £6,663,255.73
Being in the IT industry, it seems odd to me that the price is going down quite so much given the I.O.T market potential... In the last year I've bought 5 arduinos and counting... oh well, long term hold for me
R3D2 - see article "Why Slowing China Could Spell Crisis For ARM Holdings plc", just published today.. ARM Holdings "The chips are down for one of the Fool’s favourite tech stocks. Last year it was hit by a slowdown in smartphone sales, nearly all of which include ARM technology. Sales this year have held strong, up 3% in the second quarter to $357m and 15% year-on-year, while its hectic licensing activity should deliver royalties for years to come. I suspect the glory growth years are over, and yielding 0.77%, it certainly isn’t an income stock, but its prospects are steady if no longer spectacular." http://www.fool.co.uk/investing/2015/08/19/why-slowing-china-could-spell-crisis-for-arm-holdings-plc-burberry-plc-hsbc-holdings-plc-intertek-group-plc-standard-chartered-plc/ I have to admit I've sold out of ARM now but may get back in when it looks safe to do so.. ATB
Went the wrong way. All shares in FTSE took a dive around 3.45pm. Not sure of reason.
should be 2.30pm of course