1. This site uses cookies. By continuing to use this site, you are agreeing to our use of cookies. Learn More.
  2. Dear Guest, we realise advertising is annoying, it is however necessary to help us be a sustainable resource for all, if you want to go advert free then please use the following link to subscribe for £5 a month: Click here
    Dismiss Notice

Arm share chat (arm)

Discussion in 'General Share Chat' started by http://www.londonstockexc, Jul 31, 2015.

  1. ShortTracker

    ShortTracker Auto Post Alert

    Messages:
    3,236
    Reputation:
    5
  2. ShortTracker

    ShortTracker Auto Post Alert

    Messages:
    3,236
    Reputation:
    5
  3. ShortTracker

    ShortTracker Auto Post Alert

    Messages:
    3,236
    Reputation:
    5
  4. Mongoose82

    Mongoose82 A Legendary Member

    Messages:
    977
    Reputation:
    40
    Read Beaufort Securities's note on ARM HOLDINGS PLC (ARM), out this morning, by visiting https://www.research-tree.com/company/GB0000595859

    "The acquisition of Apical is a positive development for ARM Holdings. Apical is one of the fastest growing technology companies in the UK, with its advanced imaging products used in more than 1.5 billion smartphones and around 300 million other consumer devices including IP cameras, digital stills cameras and tablets. The acquisition is expected to boost ARM Holdings' entry into new markets such as connected vehicles, robotics, smart cities, security systems, industrial applications and Internet of Things devices. ARM Holdings reported robust results for Q1 2016, with improved revenues and margins. The company's licensing pipeline for the remaining year looks strong, with leading companies vying to license the ARM technology for their next-generation products. We expect the ARMv8-A technology to continue penetrating the mobile and enterprise markets, and the high royalty rate earned on these products is expected to underpin future royalty revenues. Thus, considering the strong demand for the company's next-generation products, we expect it to explore new opportunities and create new revenue streams..."
     
  5. Jayfella72

    Jayfella72 Member

    Messages:
    130
    Reputation:
    31
  6. Barney

    Barney Demi God of BlueShare

    Messages:
    1,051
    Reputation:
    330
    Can't believe my luck, I sold out a few weeks back, now they could jump 43% just like that.
     
    seren25 and Makaira88 like this.
  7. Mongoose82

    Mongoose82 A Legendary Member

    Messages:
    977
    Reputation:
    40
    "This morning's announcement that Japan's Sofbank Group, the multinational telecommunications and Internet corporation, has concluded a recommended takeover of ARM Holdings, one of the UK's biggest technology companies, at close to a 50% premium to its closing market value on Friday, is a clear reminder that Sterling's post-Brexit devaluation opens new opportunities for acquisitive internationals. ARM shareholders will be asked to vote on the £24.3bn deal shortly, although Softbank's apparent commitment to double the size of the target's workforce over the next five years, in order to cope with an expected demand explosion for 'Internet of Things' related technologies is, at least, one sign for the UK's new Prime Minister that Brexit has not created an insurmountable barrier to foreign investments.

    Against this background, London equities are called higher on the open, with the FTSE-100 seen up around 25 points. Sterling and Euro both suffered over the weekend, as safe haven buying pushed investors back into US$ as the Turkish Lira collapsed on response to the country's attempted coup. The Dow Jones Industrial Average hit its fourth consecutive record closing on Friday, albeit in relatively quiet trading across all benchmarks. Asia was more active, this time being led by China which reported slowing monthly house prices; with Japan on public holiday, the Shanghai Composite stood out as the day's main fallers while Hong Kong and Australia put in minor gains. The UK is not due to report any significant macro data today and no major corporates are slated to release trading updates or figures. On this basis, talking points are likely to centre on the recommended ARM takeover, as dealers scan other technology stocks that might similarly become vulnerable to international bargain hunters, and also the Secretary of State, David Davis', warning to the recent, post-Brexit flood of EU migrants that a cut-off point may prospectively limit numbers of those allowed to stay prior to Britain concluding its divorce from the Eurozone."

    Beaufort morning note: Https://www.research-tree.com/Company/GB0000595859
     
  8. Mongoose82

    Mongoose82 A Legendary Member

    Messages:
    977
    Reputation:
    40
    Broker note from AlphaValue (Independent)

    "ARM acquired by Softbank, putting the IoT back under the spotlight

    ARM is about to be acquired by the Japanese conglomerate Softbank for £24.3bn in cash, corresponding to £17 per share, or a 43% premium. It must be approved by at least 75% of the shareholders, and according to the official announcement is not subject to any anti-trust or regulatory conditions before closing. The closing of the deal is expected by no later than 17 November 2016... This acquisition is clearly made with the Internet of Things in mind, as ARM is the provider of the dominant mobile architecture, used in almost every cellphone manufactured today due to its excellent efficiency and low-power capabilities... As a consequence, ARM’s architecture is likely to be used in the majority of the future IoT ecosystem, for which the devices will be counted in billions by 2020. The deal is also favoured by the 30% slide of sterling vs. the yen following Brexit, which gave an appreciable discount to the purchase."

    Note also discusses potential gov reaction, continuity at ARM, counter bids and impact on the sector.

    Https://www.research-tree.com/Company/GB0000595859
     
  9. Squire007

    Squire007 Demi God of BlueShare

    Messages:
    2,874
    Reputation:
    1,676
    Do they bank with Lloyds by any chance ............ ffs!!!!.............:eek::oops:
     
  10. ShortTracker

    ShortTracker Auto Post Alert

    Messages:
    3,236
    Reputation:
    5

Share This Page