scimitar
- 26 Feb 2004 13:45
ARM price seems to be going through a three month flattish period after a 1 year or so steady rise. Any views on what might happen next?
cynic
- 10 Feb 2016 08:40
- 220 of 233
ARM
ARM sees no slowdown in take – up of newer designs in smartphones
Cfo says continues to expect licensing revenues to grow 5-10 percent a year over medium term
Cfo sees no reason why take-up of armv8 technology in smartphones will slow
===========
seems to be some selling on the news so perhaps now a reasonable entry point for this first class company
cynic
- 10 Feb 2016 09:38
- 221 of 233
below is the answer to the sell-off, though my entry point earlier at 894.5 is currently good
BUZZ-ARM: hits 6 month low as underlying Q4 results miss
10 Feb 2016 - 09:03
* ARM falls 5.6 pct despite reporting a top-line Q4 revenue beat, with brokers citing a one-off payment inflating the figure
* Q4 revenues up 14 pct to $407.9 mln [nASN0000CK]
* UBS and Liberum both point to a $9 mln royalty catch-up payment inflating Q4 revenues - both see as a 2 pct miss rather than 2/3 pct beat on expectations
* Move wrong foots traders with the majority of brokers calling the stock up in pre-market
* Stock trading at its lowest level since August 2015
* Fourth top faller on Stoxx 600 < .STOXX> in decent volume (55 pct 30-day average traded in first hour on Wednesday)
* Co says its expects FY $ revenues to be in line with analysts' expectations, but UBS and Liberum both see consensus estimates falling
HARRYCAT
- 10 Feb 2016 10:20
- 222 of 233
Interesting that ARM are happy to diversify into the auto industry where they see huge growth potential, taking up any slack in the waning smart phone market. Terrific company, imo.
cynic
- 10 Feb 2016 10:34
- 223 of 233
exactly so ...... i hold in my sipp albeit at a thumping loss at the moment, and per above, also have a trading position which is looking very tasty at the moment
HARRYCAT
- 20 Apr 2016 07:51
- 224 of 233
StockMarketWire.com
ARM Holdings posts normalised pre-tax profits of GBP137.5m for the first quarter to the end of March - 14% up on last time.
Pre-tax profits under IFRS rose by 8% to GBP112.0m.
Group revenues in US dollars increased by 14% to $398.0m and in sterling were up 22% at GBP276.4m.
Normalised operating expenses were £132.9 million in Q1 2016 compared to £123.9 million in Q4 2015 and £100.0 million in Q1 2015. Approximately £27m of the year-on-year increase in normalised operating expenses was due to ongoing investments in R&D and supporting business infrastructure, which included a 20% year-on-year increase in the headcount of the Group and an annual pay-rise. The remaining £6m is due to the impact of weaker sterling.
The change to effective exchange rates increased normalised operating expenses by £4m as a result of the translation of non-sterling costs into sterling; and a further £2 million relates to the revaluation of monetary items. Since over 95% of ARM's revenues are dollar denominated, the impact on operating expenses from a weaker sterling is more than offset by the increase in sterling revenue.
HARRYCAT
- 29 Jun 2016 08:08
- 225 of 233
Possibly a safe haven with much of it's revenue coming in $ and order book US and Asia facing.
HARRYCAT
- 18 Jul 2016 07:51
- 226 of 233
Reuters - Japan's SoftBank Group Corp (9984.T) has agreed to buy British chip designer ARM Holdings (ARM.L) for 24.3 billion pounds ($32 billion), in a deal that will retain the company's management and grow its workforce.
Arm, Britain's preeminent technology company, said the two boards had reached agreement on the terms of the deal, with SoftBank paying 1,700 pence in cash for each ARM share, representing a premium of around 43 percent.
Shareholders will also receive a dividend.
SoftBank said it intended to preserve the ARM organisation, including its headquarters in Cambridge in central England, its existing senior management team, brand and partnership-based business model.
It also pledged to at least double ARM's employee headcount in the UK and increase its headcount outside of the country over the next five years.
cynic
- 18 Jul 2016 08:14
- 227 of 233
my sipp is very happy :-)
Claret Dragon
- 18 Jul 2016 08:42
- 228 of 233
Another British Company about to disappear.
HARRYCAT
- 18 Jul 2016 08:45
- 229 of 233
I think the offer is subject to UK regulator approval, so not yet a done deal.
Softbank also own Sprint in the US, so possible conflict of interest?
hangon
- 18 Jul 2016 14:22
- 230 of 233
Isn't it a great shame that those with money to invest only do so "Short-term" -or- speculatively as in Equities...?
Wouldn't it be nice to feel the Country backed good businesses . . . and that in time we ( our Pensions) would benefit from this progress?
-Not a bit of it _
We've sold off LSE ( Yikes!) and are about to sell ARM . . . despite previous models showing that foreign Buyers don't always keep their promises . . . . Cadbury
We should have a Minister for "Keeping what's Good" - and allow the Public ( Like Crowd-funding) to invest in these UK-enterprises. - shares appears to be the prime route, but over time that has been destroyed by Institutions that (Must-)have only their short-term interests at heart.
A new way of investing MUST remove the City and its greed, so there is a direct link between the Public and their money . . . . new ideas needed...
Claret Dragon
- 18 Jul 2016 18:31
- 231 of 233
UK has sold too much and left nothing but the housing market. Next sector to be targeted.
HARRYCAT
- 18 Jul 2016 20:50
- 232 of 233
Conversely foreign investment has kept some of our industries alive, which would have gone to the wall otherwise.......car.......aviation......nuclear power.......steel (open to debate).......all matters relating to sport and sport industry (also open to debate!)......I'm sure there are many others. And you could argue that UK incorporated has a good many fingers in pies overseas.......I think it's called globalisation....for better or worse!
hangon
- 19 Jul 2016 23:45
- 233 of 233
Well, HARRYCAT, it's Yes - and - No from me. . . . We, that's "UK-Them" allowed our business to fail . . . motorcycles that were only for Real Men, as m/c's spent most of the time in bits.... whereas the Competition just worked - and offered Electric Start . . . which appealed to the non-Treehuggers ( and women?).
Cars - that were targeted by lazy workers and Unions that perpetuated practices that were hugely dragging the profitability. Add-in the Press having the idea that every New Model is an opportunity for jokey headlines ( -And this applied to All industries, bless 'em.).....not helped by those in charge having little understanding of Engineering (( Still the case in Parliament - where a basic O-level/GCSE should be the minimum in Maths, Biology, Physics and Mechanics, IMHO.)).
Nuclear was destroyed by the Lobbyists believing that Nuclear meant making Bombs - not helped by some "Told you so..." plant explosions in Japan, USA and Russia.
So now we are "forced" to buy Nuclear Plants from CHINA . . . and France . . . .Just as we buy Pedelino Trains from Italy ( Our invention that Gov. was unable to see was indeed the future to upgrade existing track in the short-term ).
Steel has suffered from World prices -
The problem for non-Nationalised business is the Shares are Openly traded for the benefit of the short-term . . . . not as a LT business that will continue to provide profits for many years to come - together with UK-employment.
e.g Look at the Solar-Power industry ( madness IMHO, until Conversion is ~3x present levels ) . . . yet we are being encouraged to buy . . . providing jobs for Foreign manufacturers ( of the wafers ) . . . .
Look to the areas in the UK where "old industries" have been lost - and tell me what ANY Government has done to provide employment on the scale to recover Regional economies. So-called investment schemes are too-soon withdrawn - as there is no strategic plan, based on a LT need.... for the products.
Did I hear we ( after BrExit ), are going to invest in xxxxx and yyyyy - Or was that a Re-run of well-worn Political posturing. . . ? ( Yes it was! ).