Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Here we go boys. Have a happy, healthy and prosperous Christmas. Thank you for all your well researched broadcast messages on this 'best of the best' financial forum, no question. Quite probably ARM is the finest UK and indeed worldwide company for 2016 and the technologically connected world we will all inevitably live in.
Dutch scientists have developed a tiny sensor powered by the radio waves it uses to communicate information. Such sensors could help advance the nascent Internet of Things industry, researchers at Eindhoven University of Technology said. Increasingly tiny chips that measure temperature, light, and air pollution are being deployed around cities and in smart homes and offices. One the biggest hurdles is to make these sensors battery-free. "We don't want hundreds of these sensors around our homes if we have to go around swapping the batteries all the time," said lead researcher Prof Peter Baltus. The sensor developed by his team measures temperature but similar sensors that measure light, movement and humidity could also be developed, he told the BBC. The sensor measures just 2 sq mm and weighs 1.6mg. Low cost The sensor contains an antenna that captures energy from a wireless router. It stores the energy and, once there is enough, is able to measure the temperature and send a signal to the router. Currently the chip has a tiny range - just 2.5cm but the researchers are confident that this can be extended to 1m. "Theoretically it can work up to 5m," said Prof Baltus. The sensor can operate beneath a layer of paint, plastic or concrete - making it ideal for incorporation into buildings. It is also cheap and, according to Prof Baltus, the cost of an individual chip would be around 20 cents. According to Gartner, the Internet of Things market is set to explode. It predicts that cities will have 1.6 billion connected things, smart buildings, 518 million and homes, one billion, in 2016.
the in and out investors are cashing in their gains for xmas.
Pullback at the moment, after resisting at its 76.4% FIB. Heading towards 1071p and then hopefully another push upwards.
Per 39 - Lowest its been in last 5 years. (Based on Brokers consensus of Neps of 30.5 for Dec-15). Cheap as Chips!
If they get a bid yes. Otherwise it has a such a high PE ratio it wont be priced much higher unless earnings significantly rise.
Am I being unrealistic to think that Arm could be at £15-£17 some time in 2016 - any thoughts out there?
ARM's just risen above its 200 MA, although trading volumes are low. It's also move ahead of its 61.8% FIB and so I'm still bullish. Either way, a rise in the Apple tide will float the ARM boat
What the heck! We're pushing £11, this is showing signs of wanting to settle at a new level. Well done everyone.
<b>Mirabaud Securities Reaffirms Buy Rating for ARM Holdings plc (ARM) November 19th, 2015 • 0 comments • Filed Under • by ABMN Staff</b> ARM Holdings plc logoARM Holdings plc (LON:ARM)‘s stock had its “buy” rating reiterated by equities research analysts at Mirabaud Securities in a report issued on Thursday, MarketBeat Ratings reports. They currently have a GBX 1,500 ($22.82) price target on the stock. <b><i>Mirabaud Securities’ price objective points to a potential upside of 40.71% from the stock’s current price.</b></i>
ARM ARM Holdings Recent Comment from Hargreaves Landsdown.... <b><i>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 cheap per se, the growth opportunities ahead of it look compelling and with net cash of £900m, it has the wherewithal to chase after them.</b></i>
ARM ARM HOLDINGS Nice breakout on the chart, up we go to the next leg now....... http://uk.advfn.com/p.php?pid=staticchart&s=L%5EARM&p=6&t=47
<b>Apple’s shares are going to soar 43%: Goldman Sachs Arjun Kharpal | @ArjunKharpal 18 Hours Ago</b> Apple's share price could see a 43 percent rise over the next 12 months as investors shift their focus on the amount of iPhones the company is selling to the number of services it is getting users to pay for, Goldman Sachs said in a note on Wednesday. The U.S. investment bank has put a $163 price target on Apple's stock, up from Tuesday's close price of $113.69 and added it to its "conviction buy list". <b><i>Goldman says Apple currently trades like a "hardware stock" at an 11 times price-to-earnings ratio (P/E), but with the company introducing services such as Apple Music, it will become more akin to Google or Facebook. "Apple's multiple embodies the scars from prior fallen giants in hardware (Motorola, Nokia, BlackBerry, and HP, to name a few). However, we think Apple's business model has less in common with traditional hardware companies, and more in common with companies that monetize mobile users through content and services," Goldman Sachs said in a note. "In addition, the recurring nature of Apple's relationship with a customer base that consumes content and services exclusively through Apple's hardware has similarities to service providers such as AT&T or Comcast; these similarities are becoming more pronounced with Apple's new installment plan model for the iPhone, and its expected launch of a live TV service." Apple's stock took a hit earlier this year amid concerns that iPhone growth was slowing. While Goldman agrees, it estimates Apple will still have an install base of 700 million in 2017, up from 500 million currently. The investment bank also notes that it is user base is very loyal and spend much more than Google's Android users. This year, Apple will generate $467 in revenues per iPhone user, above Google's $44 and Facebook $11, Goldman said. <b>‘Apple-as-a-service’ to drive stock</b> But Apple is still trading at a discount, a view that is likely to change as the idea of "Apple-as-a-service" emerges. Apple recently launched Apple Music, which costs $9.99 a month, and is rumored to launch an on-demand TV product next year which Goldman said could be around $40 a month. Given the number of services being launched by Apple, the average revenue per user (ARPU) could be as much as $150. "We calculate a current ARPU of $42/mo per iPhone user, pro rata for the current adoption rates of Mac, iPad, Watch, and services. The theoretical ARPU (assuming every iPhone user has all other Apple hardware products and services) is $153/mo, implying significant growth potential as the adoption of Apple hardware and services increases within the user base," Goldman noted. And this will be the driver of Apple's share price over the next year. "We think that view will start to shift in 2016
Try again links didnt work..... ARM ARM Holdings...... ARM and its link with APPLE. <b><i>Apple’s shares are going to soar 43%: Goldman Sachs Arjun Kharpal | @ArjunKharpal 7 Hours Ago</i></b> http://www.cnbc.com/2015/11/18/apple-shares-to-rise-43-percent-conviction-buy-goldman-sachs.html http://content.screencast.com/users/thomaser/folders/Default/media/8186d24a-9f54-4bfe-81c3-ec0ad5c60597/arm%205.jpg
ARM ARM Holdings...... ARM and its link with APPLE. <b><i>Apple’s shares are going to soar 43%: Goldman Sachs Arjun Kharpal | @ArjunKharpal 7 Hours Ago</i></b> <a href='http://www.cnbc.com/2015/11/18/apple-shares-to-rise-43-percent-conviction-buy-goldman-sachs.html' target='window'>http://www.cnbc.com/2015/11/18/apple-shares-to-rise-43-percent-conviction-buy-goldman-sachs.html</a> http://content.screencast.com/users/thomaser/folders/Default/media/8186d24a-9f54-4bfe-81c3-ec0ad5c60597/arm%205.jpg
Apple’s shares are going to soar 43%: Goldman Sachs Arjun Kharpal | @ArjunKharpal 7 Hours Ago http://www.cnbc.com/2015/11/18/apple-shares-to-rise-43-percent-conviction-buy-goldman-sachs.html
What the heck happened today?! Footsie almost flat-lining and yet ARM makes a good gain on the back of zero news...I love this share when it goes up but I am at a loss as to why it suddenly does. Can any of you experts enlighten me please?
ARM is always spoken of as a take over target.Has been for years.It seems to me that the city starts these rumours because they have a vested interest in doing so.Brokers do it regularly....rumours sell shares and many people immediately dive in ever hopeful that this time the rumour is true.Arm is not either a company without a product.It owns as everyone know's the intellectual rights too of the chips it designs.And in todays parlance that is a product.We are familiar with insurance companies,banks and the many others describing their offerings as 'products'No less then than for Arm.And it may be that China is a hunter for greater IT dominance so it is easily possible that a takeover from that country is mounted.But no one know's.Especially brokers.They are no more accurate than anyone else.And that is the reality.How many times do you read about the possible takeover of Imagination Technologies...it's almost a blood sport.And as for Apple and what they might or might not do....take a punt:everyone else is an authority on what it will do,so join the queue.
Google is an advertising business so will not want ARM and Apple is a product business so will not want ARM which is a professed productless business. ARM was spun out of Apple and Acorn to precisely do what it has managed to do. I don't think this is a Berkshire Hathaway type company either.
Good post. Unfortunately this fantastic company will eventually be taken over because sadly that is what happens in Britain. A nation of shopkeepers...The Savoy, Pilkington Glass, Cadburys, Terry's, Rolls Royce and Mini automobiles etc,etc...we will sell anything to anyone...fill your boots and wait for a certain Californian company to wonder what to do with it's 'size of a small country's GDP' cash pile...
well it's just not true to say that Arm shares have underperformed in the last few years.The valuation placed upon it by the market.The perception or sentiment has been high...what 30 times expected profits tradtionally? So when glitches occur either in smartphone sales or world economies...the market immediately reacts negatively.Notwithstanding that the company is well run.Now the company is becoming deeply embedded in the iot,and is less reliant on Apple and that fact is reflected increasingly in it's performance,the future does indeed look bright....very bright.Arm's management have demonstrated their ability and i for one hope that it is not taken over,and that more of it's cash mountain will find it's way increasingly to it's shareholders
I agree Arm is an excellent Coy but consider the analysis from your link as worthless. 10 Years ago ie 2005 is meaningless when the Banking Crash was in 2007-08. Divi Growth has been far greater since 2008 in Building Coys. Anyway 10 Years is Ancient History! Cf Brit economy from 1938 to 1948? Historically, Arm has underperformed over the last few years in Sp, but I expect it to do far better from now. Just look at adverts on telly - every other one is talking about IoT or M2M Coms based on Arm. Icon. Can you give me a list of your Holdings so mebbe I can borrow some and sell them? Can't be that simple, but thanks anyway.
http://www.iii.co.uk/articles/277323/13-top-uk-stocks-dividend-growth
Shorting.You borrow a stock from a broker at that days price with the hope/expectation that the price of the stock will fall further on the agreed day you have to return the stock .If it does you win. You get the difference between the stock's price on the day you borrowed and the cheaper price you had to pay on the day you return it to the broker.If the stock price increases....you have lost.A dangerous game for the foolhardy.
Basically, he's calling game over for Intel's x86 chip architecture, which has been at the core of personal computing since the 1980s. As he points out, the top-of-the-line iPad Pro costs $1,079. Add the $169 Smart Keyboard, and that's still about $50 cheaper than the least expensive version of the new MacBook. Yet, in Gruber's testing, the iPad is more powerful and has a better screen. Plus, it gets better battery life, as iPads always have. That's a big deal. The understood trade-off between tablets and PCs were that tablets would give you more portability and convenient new features like a touch screen, but you'd sacrifice computing power. At least with Apple products, that no longer seems to be true. There are still advantages to using a Mac over an iPad, like expandability and more ports. Gruber has some specific complaints about the iPad Pro, but most of those relate to the iOS 9.1 software and how it interacts with the new keyboard. Basically, if you're trying to use the Pro like a laptop, it will frustrate you, as most other reviewers agree. But Gruber believes that the future lies with the ARM-based processors used in the iPad and most smartphones, rather than the x86 architecture used by Macs and Windows PCs. As he writes: The entire x86 computer architecture is living on borrowed time. It's a dead platform walking. The future belongs to ARM, and Apple's A-series SoC's are leading the way. He may be right, but this is an Apple-centric view of the world.