Member Info for dumbdog

Dear Gentlemen, Thank you kindly for all the advice. I rather like the suggestion of making use of the wife somewhat! Although you are much too kind letting them visit the shops IMHO. Urghhh, it is so complicated. The dastardly HMRC make it sooo complicated. My little brain was totally overwhelmed by line 3 and there were pages of the stuff. I think the gentleman that wrote it all must have sadistic tendancies. So dividends may not be CG after all, although to me, I have gained capital, n'est pas?? It was so uncomplicated 400 years ago when stealing was heroic. bfn

Hi All, Been a long while since I posted last. Good to see BP in rude health. It was in the doldrums for a few years but it has set sail now with a good prospect of further growth. It remains a 'safe harbour' yielding excellent dividends. My question relates to CGT if a fellow investor could advise? How do you mitigate CGT? bfn.

Hi Laguerre, Thank you for your updates. It has been a rollercoaster ride on board Pace Micro and then Pace. The ride has been very hairy at times but as with all good rides, one is left with a warm glow. I am banking on Arris returning to $37 in the short term and maybe a bit more. But I will be offloading a percentage as the risk of mismanagement is increased. It just leaves me to wish you the season's greetings and a prosperous New Year. Dumbdog

Hi Laguerre, I write this as the first Brit blasts off from Kazakhstan on his way to the International Space Station. He will look down on a planet that is in danger of overheating and entering uncharted territory. In this brave new world and in that context it is straightforward where investors should place their money for the long term IMHO. My BP stocks have even bombed in the short term. They must diversify immediately of they will fossilise themselves. Meanwhile Pace will continue to prosper in the short, medium and long term. Live long and prosper fellow earthlings :)

Analysts seem to be coming around to the realisation that Pace is going to fly high, albeit maybe under a different flag. Technology is progressing unequally. Widespread 1 Terabyte/sec data rates, which is what Pace is achieving now in development, is stuff of the 25th Century. Computer technology is in the 22nd Century. My perspective is that of a 20th Century electronics engineer. Holographic rendering is developing and has reared its head several times recently on the BBC political shows, demonstrating voting intentions. And other technologies are catching up to use the fantastic opportunities offered by Pace's enabling communications technologies.

Hi Laguerre, My understanding is that ARRS have valued and will pay £1.4bn for Pace valuing each of the 320 million shares at £4.26 each. I assume that a shareholder option is to realise £4.26 per share. Looking at the share price today, I would presume that the takeover is in doubt however a failed takeover would be damaging to both companies. We live in interesting times. Regards Dumbdog

Hi Laguerre, The market continues to undervalue Pace but in reality the value of Pace will only materialise at the moment of the takeover. Meanwhile the Virtual Reality take off is still on course for 2016 and the massive educational benefits of the platform is very much understated. That education will then pull the technology through into the home. The demand for bandwidth goes on and on. Regards

Yes, Q4 2015 isn't far off and I, like you, am looking forward picking up £4.20 per share. Pace share price continues to defy expectations right to the very end, offering easy pickings ;)

Arris = $35.00, £=$1.53, Pace = 463p

The sum of the whole is greater than that of its parts. Schneider had an uplift of 50% following their takeover of Invensys.

Hi Kitesurfa, Yes, an interesting article and I tend to agree with the author. The bundle-makers often have only one or two cherries to make a whole pie! Happily Pace may look to the gaming market these days to drive sales of their home networking platforms. I can only imagine that the streaming requirements for these games is going to increase and will keep the Pace and Aroura R&D laboratories busy for a long time to come.

Historically, Pace has been super-volatile and has had near death experiences. Some investors have been burnt in the past. I can quite understand some analysts remaining cautious. Twelve months ago Pace hit 487, and the dreamers amongst us, including me, were eyeing the prospect of 1000 in the medium term. Since that time the share price has gone backwards, despite a strong 2014. The most recent spike has provided another opportunity for Shorters to pocket another 10%, and an opportunity for Mediumers to cut the losses of the past twelve months. Longers can look forward to above bond rate dividends for many years and the prospect of 1000 sometime when (still dreaming). I remain confident that Pace will continue to perform and they will become the go-to company for home networking for the global market. GLA

A P/E ratio of 12 is unsustainable for this hi-tech company with a solid growth trajectory under the auspices of Mr Pulli. A more realistic P/E ratio is 15/20, but 20/40 would be acceptable, all things considered.

Our belief and analysis of this company's prowess is vindicated yet again. Time to pop the Champers!

The apparitions that have been haunting the Pace share price appear to be fizzling away. The run up to Christmas is under way and competitor BT is offering Netflix in combination with their Homehub to store movies in the UK. Likewise BT is being tipped for a strong 2015.

Tomorrow's announcement should make interesting reading. The work on rationalising production should now be delivering the margins. What is crucial however is having the vision of where this fast moving market is going and making the big insightful decisions like buying Aurora Communications. Mr Pulli has got it right so far, let's see if he can continue to inspire.

The only way Pace knows.

The markets move in mysterious ways and traders seemed to have lost interest in Pace for the moment. I expect that performance will continue to be strong under Mr Pulli. US market remains bullish and I expect/hope for a 20% divi hike again and again. I just see opportunity to top up further.

Said Dixon's CEO this weekend. And less controversial than fracking! Love it.

Historically Pace has been the subject of many profit warnings and boardroom debacles and the current price drop at the departure of Mr Murray is no different in that context. However, previously there was always an underlying malaise as the real issue, the proverbial 'elephant in the room'. I cannot see Jumbo just at the moment, although I would prefer to have reassurance that the table mat is not in fact Jumbo's ears, 'ouch'. So on the back of the reported strong results I topped up and again on the market's over-reaction. Over to you Mr Pulli.