George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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http://www.nasdaq.com/article/arm-holdings-q4-pre-tax-profit-rises---quick-facts-20120131-00066
ARM Holdings PLC - Fourth Quarter & Full Year Results Q4 2011 - Financial Summary Revenue ($m) +21% Revenue (£m) +21% Profit before tax (£m) +37% Earnings per share (pence) +33%
hi, could we see a rise tomorrow on results, ie., 5% rise? is it worth buying a few quid round the £6 mark this afternoon/
Nomura has raised its target price from 570p to 580p for chip designer ARM Holdings but maintained its neutral view of the stock, saying that while the fourth quarter is expected to be 'in-line', there is no real catalyst in the short-term. In regards to the fourth quarter statement, Nomura said that ARM's management is "likely to be upbeat on ARM’s prospects of share gains in broadening end markets, which are unfortunately unlikely to get the market too excited," the broker said. "We expect to see some volatility in the stock but with no underlying direction unless further solid data points on any of the above emerge." However, in the long-term, the broker says its remains encouraged by the opportunities arising from notebooks and servers. However, visibility is still too poor to justify share gains beyond what the stock is effectively pricing, Nomura added.
ARM Holdings, plc (NasdaqGS: ARMH ) After Hours:: 28.30 1.10 (4.04%) 00:57 http://uk.finance.yahoo.com/q?s=ARMH&reco=1 After Hours: 28.30 +1.10 (4.04%) Jan 24, 7:57PM EST http://www.google.com/finance?q=ARMH
http://www.eetimes.com/electronics-news/4234459/ARM-customers
Good company. Sell if you are long and get back in at lower levels.
While finnCap has admitted that ARM Holdings is "at the heart of the mobile revolution", the broker has maintained its hold rating on the chip designer on valuations grounds. "[ARM's] lower-power IP is virtually ubiquitous in the processors of smartphones and tablets. Its revenues are driven by the surging demand for mobile technology," a finnCap note said this morning.
Although towards the end of last year the impression was given that ARM may be topping out, the stock has once again bounced back in a strong way. The current position on the hourly chart is that we have seen progress within a rising December price channel, with the favoured area to buy the dip being a line of support running through 605p. Above this line on an hourly close basis and we would expect to see a top of channel destination as high as 630p during next week. So reckons Zak Mir
Scope to become as dominant as 'Intel, Microsoft or Qualcomm' mr Buffett was asked what was the best price he'd ever sold Coca-Cola shares for - His reply 'I've never sold any'. ARM is my Coca-Cola.
That is one heck of a price earnings ratio
How come the most recent post on ARM appears to be 29th Oct.
'ARM could have 4% of the PC market within 3 years'.
So Mr Bond, a whole new ball game for HP and others. What value will analysts add to ARM SP?
Instead of INTEL, on Bloomberg ticker, anybody got more?
A year ago, ARM Holdings forecast that about six billion of its chips would be sold in 2010, having just clocked up 1.5 billion in the third quarter, notes the Tempus column in the Times. This time around, ARM has done 1.9 billion and expects the year’s total to fall a bit short of 8 billion. These figures are worth bearing in mind when you read of tough times in the semiconductor industry and recent warnings from customers such as Texas Instruments about falling demand for its gadgets. These will inevitably feed through into falling orders for its chips, because ARM books this royalty income a quarter in arrears, so that weakness is already in the pipeline. There is no doubt that demand on the high street for the end product is flat; fourth-quarter growth should flatten off but not stop entirely. The shares trade erratically; they hit a ten-year peak of 651p in February but, up 14½p to 589½p yesterday, they have fallen 7 per cent since July on fears of a third-quarter slowdown. The multiple they are on at any given moment, now 40-plus next year’s earnings, is irrelevant. Hold for long-term growth, recommends the paper.
A technical article explaining why ARM is likely to continue winning against AMD and Intel in the medium to long term, within the market for microprocessor designs: http://www.slyman.org/blog/2011/02/arm-to-dominate-microprocessor-architecture/
Warren East, Chief Executive Officer, said: "In the third quarter of 2011, we saw a continued high level of design activity with many new customers licensing ARM technology for the first time, driven by end market requirements for smarter, low-power chips. Demand for our technology has come from a broad range of applications, from sensors to computers. Over the last year we have seen strong growth in shipments of ARM technology-based chips, with a 50% increase of shipments into non-mobile markets such as digital TVs, microcontrollers and networking applications. Royalty revenues in Q3 have been impacted by the below seasonal growth in the semiconductor industry, but we continue to gain share. With customers looking to design ARM technology into a widening product portfolio, ARM is continuing to invest in the development of new products to drive long-term growth in our revenues, profits and cash." Outlook ARM enters the final quarter of 2011 with a healthy opportunity pipeline for licensing and an order backlog which remains at historically high levels. This combination points to another strong quarter for license revenue in Q4 and a robust order backlog at the year end. ARM Q4 royalty revenues are generated from third quarter chip shipments. Data for the third quarter indicates that relevant industry revenues were broadly flat sequentially.
Progress on key growth drivers in Q3 · Growth in adoption of ARM® processor technology o 28 processor licenses, including 14 new customers, many of whom are established semiconductor companies buying their first ARM processor license o 9 Cortex™-A and 14 Cortex-M series processor licenses signed, including a next generation processor designed for the smallest and most energy-efficient embedded microcontrollers o Licenses signed for a broad range of end-markets including automotive applications, computers, microcontrollers, mobile phones, enterprise networking, sensors and smartcards · Growth in shipments of chips based on ARM-processor technology o 1.0 billion chips shipped into mobile phones and mobile computers, up 10% year-on-year o 0.9 billion chips shipped into consumer and embedded digital devices, up 50% year-on-year · Growth in outsourcing of new technology o Physical IP: 4 Processor Optimisation Pack (POP) licenses signed for Cortex-A series processors, including the first Cortex-A15 POP at 28nm o Mali™ Graphics: 2 Mali licenses signed for mobile computing and digital TV
http://www.investegate.co.uk/Article.aspx?id=201110250700227540Q
ive heard yet again on the grapevine that there could be another takeover bid - can anyone shed any light on this?
Citigroup upgrades ARM Holdings from sell to buy, target price raised from 465p to 660p.
US analysts, The Benchmark Company, have now upgraded Arm from their previous position of Hold to Buy (ARMH NASDAQ).