Member Info for schlemiel

https://seekingalpha.com/amp/article/4465187-qualcomm-incorporated-qcom-ceo-cristiano-amon-on-q3-2021-results-earnings-call-transcript

'We're getting incredibly positive feedback from the market, from the ability to provide truly open horizontal platform for ADAS and I highly encourage you to be at our New York Analyst Day, we have a lot more details to provide about what we're doing in ADAS and autonomy.'

https://investor.qualcomm.com/news-events/events

19 Nov 2021 - NY

https://investor.qualcomm.com/sec-filings/all-sec-filings/content/0001728949-21-000076/0001728949-21-000076.pdf

https://d1io3yog0oux5.cloudfront.net/_f51a4281b4528a01e384d7270b515d96/qualcomm/db/773/7048/file/FY+2021+4th+Quarter+Earnings+Release.pdf

'Nov 3 (Reuters) - Qualcomm Inc (QCOM.O) on Wednesday forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.'

https://www.reuters.com/technology/qualcomm-forecast-beats-estimates-diversification-efforts-pay-off-2021-11-03/

Why would the CEO make reference to the current under-valuation of the company they lead?

rk1

that is exactly what it is

The intention of your Board is not to maintain its incumbency, but rather to ensure a re-rating of your Company is achieved without compromising corporate governance best practice. The majority of your Directors consider that the Company is undervalued and therefore vulnerable to opportunistic corporate activity, which is why stability in the Boardroom - given the significant amount of positive change over the past 12 months - is highly important and in the best interests of all Shareholders.

Ultimately, if a party wants control or to significantly influence the development of your Company, the party should put forward an offer that results in all Shareholders benefitting from a premium that reflects the value of achieving control or heightened influence.

I thank you for your support over the over the last 12 months while my Board worked to further enhance value for all Shareholders. I look forward to engaging with you at our upcoming AGM.

' As your Chairman, I acknowledge the great support your Board has received from Shareholders both large and small over the last 12 months.

However, it has come to my attention in recent weeks that one of SolGold's significant shareholders, BHP Group Ltd., has been actively canvassing certain shareholders and members of the Board seeking to persuade the Board that each Director should stand for re-election at the upcoming AGM. For the reasons set out above, the majority of my fellow Directors believe that putting the entire Board up for re-election next month would further destabilise your Company, undermine the advanced process to secure a new CEO and otherwise is not in the interests of all Shareholders.

I strongly believe that it is in interests of all Shareholders for the Board to be comprised of directors with a cross-section of views and skills who can collaborate to ensure that the interests of all Shareholders, large and small, are represented and looked after at the Board level and not just the interests of certain large and vocal shareholders seeking undue influence at the expense of a control premium you should enjoy. '

https://uk.advfn.com/stock-market/london/solgold-SOLG/share-news/SolGold-PLC-Letter-to-Shareholders/86448695

dilution in all forms is part of the mining game for small natural resource companies...that's an obvious statement of fact but the market cap of ARS is tiny compared to a company like GGP. Funding for drilling, associated development costs (JORC etc etc) and eventual mining development must come from either debt or equity...something has to be given up to achieve an immediate goal..

I always look at the market value of a company, that is the starting point for what comes after

That's the world of mining. The small players must take what they're given. Look at GGP. It's gamechanging in the sense that the company is making a degree of progress that it's not been able to achieve for years

Beggars can't be choosers and ARS is a beggar company

Not a holder though if they find something with this new exploration program then all bets are off

If they hit pay then those who bought at the top may well see some clawback...expectation alone should see gains

nm

Those in the know will know far more than we do on here.

As an example - For all we know Qualcomm and indeed other players may know that SEE has already bagged Toyota for example or maybe VW, we don't. Maybe we haven't bagged VW, maybe we have, we just don't know so we express our opinion on assumption rather than facts

If QC do bid then they may bid for SEE using information we don't have access to ie SEE securing or certainly close to securing a DMS contract for VW.

Us lot are not insiders. QC are insiders, they have access to info we don't

the future of NS oil exploration and development

https://www.telegraph.co.uk/business/2021/11/02/oil-gas-price-surge-turns-bp-cash-machine/

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We have a crettinn as PM and a gimp as SNP leader..no brains, stupid and ignorant pandering to selfish political interests, party advantage and the appeasement of anti-demoracratic parasite activists who use threats and pressure to browbeat spineless leeeeeches like Johnson into policy decisions that destroy our prosperity

A positive decision on Cambo before end of the year may point the way forward but if the crettttin Johnson decides otherwise then assets like Lincoln may not be developed

If the activist slime do stop Cambo they'll push on feeling empowered and target the entire NS oil industry..their aim is simple, to destroy capitalism and impose collectivism....a vote for Labour, SNP and Tory is a vote for Socialist authoritarianism and all that this entails

Clap, clap, clap for despotism

I bet Qualcomm is looking at SEE and thinking that they could use SEE as a conduit into aviation and commercial transport (trucks, vans etc etc as per recent Shell deal etc etc) as well as automotive (cars)...let's face it, SEE have all transport bases covered, all of them

flyin' on TSX

fleurs

https://www.theguardian.com/australia-news/2021/nov/02/australias-resources-minister-ignored-climate-risks-in-21m-grant-to-frack-nts-beetaloo-basin-court-hears