Member Info for Nige_W

The market moves in mysterious ways. I was rather hoping for a big drop in price so I could top up my holding. You say Strong Buy, but I'm not buying when Per = 28 and Peg = 2.71. Can't complain - my best stock 98.5% up. Can't sell either, cos have to pay Cgt this year cos of arm sale.

Not good news for the share price! But I get the impression this was no more than a hacker getting into the payroll system. Sage discovered the issue, set security on the case, admitted to Authorities the problem and are hopefully sorting it out. So you know the wages of some Companies Employees - this will soon become public knowledge anyway. I admit this should not happen,- ie force changes of Userid's, Passwords ... Dear Mr Sage, Why don't you link door passes (In/Out) to people who are expected to be in the office and deny system access to people that should not be there. Insist they remain signed on all the time they are in the office, and deny they can be signed on on 2 different desktops. One place I worked at required you show an id card to the doorman (who knew everyone!) He was required to refuse entry to anyone without the right card. There was a fire practice and the only person denied access was the Director of IT, who left his card in his illustrious Office! I have loads more ideas but as a Security Consultant I need a salary of £200,000 pa. Anyway I hope this is no more than a storm in a tea cup.

As you see from my prev post Softbank is in the process of buying arm. However, I looked at the trading in arm and as you say massive Buys, but the big question is by whom? Softbank don't have to buy any cos if the the deal is approved they will get all the shares for issued for £17.00 each. I think this must be a hostile takeover attempt, so the question is can the buyer get enough shares to stop the takeover. Lots of questions like who is selling and what is going to happen to the Sp on Monday Opening? No doubt all will be revealed on Monday.

Hi Doze, Still no sign of a counter bid and probably too late now anyway. You said "Softbank takeover and possible threat of Son working closely with the Chinese" which gave me the impression Softbank was Chinese. Can you expand on "working closely with the Chinese"? From BBC "As one of Japan's biggest mobile networks, Softbank's business has little overlap with most of ARM's customers - which may mean they won't see the takeover as a threat." Little overlap implies to me that Arm will pretty much remain independent, because of Softbank lack the knowledge to direct Arm's business. Why fix it if it isn't bust? Also "won't see the takeover as a threat." So probably no Counter Bid. Do you have any plans of what you will do with Arm funds? I am moving to House Building (the most undervalued Sector by a country mile Imho) and would increase my holding in Sage if Per < 28 and Peg < 2.71. Others to watch agma, nano, telit, iomg and fxif. Suggestions welcome. Bol

At 740 I am 98.5% up, but can't sell cos of arm. I would love to buy more sge but with a Per of 28 and Peg of 2.71, I think I've missed the boat. Just looked at sge graph again and they are flying, but that started in mid June, normally I quiet time. In a funny way I hope the price goes down, so when I get arm money I will be happy to go for sge. Anyway, looks like I'm talking and arguing with myself now! Is there anybody out there?

I was hoping for a constructive reply to my last post, instead I got Bebolder. I think If he represents Brexiters he proves Chewise was correct!

Don't like this bit; "In particular, a scheme must be approved by those holding 75 per cent of the voting rights in the company, and thus its success depends largely on the cooperation of the target company&#65533;s board and its shareholders, making it an unrealistic vehicle for a hostile bid." Agree very worrying for Apple, Intel... and also Govt as platfom tec taken over by Chinese. I hope for a Counter Bid this week.

Hi Doze I bet you a Zillion squid that: If a Joint bid buys arm I expect the price to be > 2200 else > 2800. Ha ha, you could infer that I have bought more, but my rules prevent me from doing this - arm > 25% my port! Now at 71% profit on original investment! Life Ok despite Brexit. Bol

Great results, no real -ve points and they now have cash in the Bank. My Strategy: Some time ago I formed a new investment plan which included decreasing my holding in bwy from 42% of my Bldrs to 15%, just to make a better balance. Not traded anything for over a Year. Plan: Increase Bldrs from 3 to 5, new to tw and rdw. Coy, New, Old psn, 34%, 26% bdev, 23%, 32% tw, 18%, 0% bwy, 15%, 42% rdw, 10%, 0% Btw - My idea from Tends SS (see below) is to Hold bwy (after particularly good results) for 3 weeks after Dec Date. Interested to hear your thoughts on my new set up and what yours is. Tactics: I was LTBH but am changing to a ladder system, investing before RNS releases and ExDivDates, then selling after the results are consolidated into the new Prices. This is my Diary System which will eventually advise me of what to Buy/Sell and when. When an Action Date appears I then decide to go-ahead or not with the advice. Almost finished the progs, so I will put it into practice soon. Method: You can do all this with Excel Sheets, but if you use Visual Basic it saves a lot of Work. Uses: Trend Sheets for each Coy - YEnd to YEnd for last 5 years with RNS Date Labels Hyperlinked to RNS's. One Rel Strength Sheet for the Coys for last Year and a bit - ie First Date 01/01/15 to 31/12/16 One Rel Strength Sheet for the Coys for last 5 Years and a bit - ie First Date 01/01/10 to 31/12/16 Excel Copy/Sort (or VB Prog) to create Buy/Sell Dates, and Sort to Action Dates - ie the Diary. I welcome any comments/improvements/arguments on my system and look forward to seeing far more messages on this Board. Bol Bwyers.

Hope you are correct. Good discussion on Motley Fool board. Finally back on the Web. Old Router packed in so I replaced it. Then Modem packed in and found that was owned by Virgin. Got new Hub from Virgin (combined Router & Modem). Which after 1/2 day phone call to Virgin still didn't work so they sent out a technician who replaced it - still not working! Another technician discovered it was the wrong Hub. He installed the correct Hub and Bingo! Back on. Not complaining about Virgin, all done for free by good technicians, but most inconvenient. The only problem was the wrong Hub was sent to begin with. Bol

And sp down by 1.5p I know Nothing!

There needs to be an EGM to gain shareholder approval and after admin faffing about could take 3 months or more. The deal was made in $ and with £ going down in value a previous poster said the offer was now worth £1735. ie 1735 - 1672 = 63p dif. BUT as I said nothing to stop Counter bids from Apple, Google, Microsoft, Intel, Qualcomm ... Arm designs Chips in 95% of mobile phones, EpsG 43.5%, Margin 62.1% (Dec-16 Est) and hold £ 1 B Cash. What Apple ... are interested in is arm's work on IoT. If there is a bidding war the winning bid could be double Softbank's offer. Money for nothing?

https://www.theguardian.com/business/2016/jul/19/softbanks-takeover-of-arm-holdings-in-doubt Neil Campling, an analyst at Northern Trust Capital Markets, said Apple, Intel, Qualcomm, Microsoft and Google could emerge as rival bidders for ARM. “Softbank themselves did a poor job explaining the rationale on the conference call in our view and it seems to have been an opportunistic strike. Hopefully the bidding war will start soon!

After those 5 another 4 of £ 182 K Tot £ 1.242 M This Uk last sw/tec stock in Ftse 100 and I just hope it is not a takeover.

Powering ahead. 5 of > £ 1 M. What price tomorrow morning? Dilemma getting pleasanter.

Don't know why the price is so high. At 716 Per = 27.0, Peg = 2.63 - both numbers unnaturally High. Takeover? I'm 92% up and would be seriously tempted to sell if it wasn't for arm sale. Already stuck with Cgt Bill - don't want to increase it!

I think tw Interims will be published 27th (Wed) and they have the biggest land bank. bdev have prepared themselves very nicely for a downturn by increasing Cash and delaying payments for Land purchases. Very interesting to see what tw strategy will be. In the event of house price decrease, the land prices will tumble so suddenly your land bank will be worth far less. But I still think Brexit won't affect builders any time soon.

Don't think the Govt can stop the bid, and it would appear they approve of it anyway. Just (quickly) glanced through Motley Fool arm Board (100 odd messages) - no mention of separate US or Far East offer but I still see no reason why they should not. Mostly -ve sentiment. As I said before, if there is a bidding War could see �30, but probably wishful thinking. Bol

JpTrader Too True. Just look at Per/Pegs. Massive Overreaction creating a buying opportunity. Without Brexit bdev would be > 800, given Brexit no more than 20% less, ie 640. But how long will it take for -20% have to affect their results? Their prospects might not be as good as they were (assuming we do Brexit!), but the real affect imho will be less than 20% and take around 5 Years. So short term great opportunity (pick up big divis), long term gradually leave as sp catches up with value. Imho Builders are always undervalued - too many big players were stung, ie Bankers would not give mortgages cos they had no money left, cos they had f****d the Whole System Up. But they had to be protected cos London matters far more than the Shires - ie BSC Redcar, (but not Wales!) I said before Politics is Bust in this Country (and throughout the EU & the World). All is Lost, rejoice in singing the Death March to Hell, and if you are lucky you can whittle spoons in the Valleys of Great Wales! I started this message with optimism, which has now gone and decided we are all Doomed now. Time for bed and another nightmare!

IoT (phrase invented by arm!) IS the next big thing in Computing. Don't know if this 5th Gen/ 6th Gen or whatever. One thing is consistent is that the next Gen is always bigger than the last. So, Microsoft, Apple, Google, IBM, Intel & Qualcom ... would all love to get hold of Arm yet it was a small Jap coy with loads of Debt that put in the offer. That is not a bad thing in that arm will remain independent - the rest are all competitors. I don't think there is anyway the Jap can stop counter offers and the Big Players are just preparing their Bids. ie Price now 1678, guaranteed 1700, winning Bid could be double this. If you hold this coy, Hold (Buy?), and take Selfies as your grin grows!