O_Yes
11 May 2018
Softbank CEO Masayoshi Son.. ARM could be IPOÂ’d in five years, Rat-A-Tat-TatDavid Manners 10th May 2018Arm could be IPO’d in five years, Softbank CEO Masayoshi Son told a Tokyo press conference yesterday. He said the company would consider the move to re-list Arm in five to seven years’ time.[link]
O_Yes
03 Apr 2018
Intel's loss adding weight to ARM IPO Apple Killing Intel Chips on Macs: Here's What It MeansAndrew E. Freedman | April 2, 2018 05
5 pmApple is aiming to build its own processors for Mac computers, possibly as early as 2020, Bloomberg reports. ........Apple's A-series chip has been making rapid increases in power over the last several years. When we benchmarked the A11 Bionic found in the iPhone X and iPhone 8 and 8 Plus, it outperformed laptops with Intel's Core i5 processor on the popular Geekbench 4 test. Many analysts and reporters have suggested that Apple could one day create a chip for its own MacBook the way it does for the iPhone, iPad and Apple Watch.[link]
O_Yes
26 Mar 2018
So soon.. So soon.. As my last post on RB.. Re-listing (5yrs to 10yrs) was always on the cards.. unforeseen, Semiconductor Index ( SOX ) more than doubling since initial offer...Softbank may IPO ARMSoftbank could IPO ARM, reports the FT, quoting Yoshimitsu Goto,a senior executive corporate officer at Softbank, saying “one possibility is re-listing ARM in the future”.[link]
SundayTrader
20 Sep 2016
Re: ENd of an era Thank you, I will have a closer look.I remember having a look at this a good many years ago, and felt that it was still too far away from being commercial. It could be a different matter now.
DaveHughes
20 Sep 2016
Re: ENd of an era "Any better ideas out there?"I would never advise anyone to buy any share but I would say that I feel that AFC Energy has the potential to be a game changer in the power generation from hydrogen market. It is on the point of achieving commercialisation of its patented technology and even relatively modest take up of its systems should result in the SP doubling several times over..... having said that it has been making the transition from research to commercialisation for some time now! Having been in ARM for many years and being rather upset that I can no longer participate in its future growth I hope that AFC may become a similar success story. A lot of news is due Q4 and if it is good then it will be a good start.... all the usual caveats apply!
iolat
20 Sep 2016
Re: ENd of an era got me chq yesterday, thought it was a good long term investment at the time, need to pick another winner?
SundayTrader
19 Sep 2016
Re: ENd of an era Never mind the politicians, why on earth were the directors and shareholders prepared to accept such a ridiculously low price? I voted against it myself, but none of the institutions seem to have. The exit PE ratio was about what is paid for growth companies of much lower quality than this. To buy anything of comparable quality, you have to go to the States and pay upwards of 50x forward earnings. I cannot believe that the money was accepted so tamely. I will never again invest in a company run by this man.At the moment I can't identify a replacement investment. Someone has suggested IQE and Nanoco. IQE is a good company, and I hold a chunk already - I think it has a good future but it does not have ARM's potential. I can't justify a purchase of Nanoco. There is a newspaper article suggesting MicroFocus and Sage as homes for the money - both good companies but not remotely in the same ball park in terms of potential.So for the moment I am contemplating a Gold ETF, pending some more sensible opportunities arising. Any better ideas out there?
Hydrogen Economy
16 Sep 2016
Re: Money Received - Broker Account My broker's note said 19th but they have paid today and div on 12th as promised.Maybe due to negative interest rates in Japan- Soft Bank wanted to pay it out early before it shrinks!H2 with an ARM missing from his portfolio.
pcm are great buy them
16 Sep 2016
Money Received - Broker Account Checked my broker account today and I've been paid the Arm Holdings money.Thought it was due 19th!
23Jez
14 Sep 2016
Re: Time to say goodbye Why not keep posting on this board as a lot of us have done on the ACTA board since ACTA SPA stopped trading a few years ago. It is now essentially a private board but new contributors are always welcome. We were introduced to technical analysis by one of the founders "loadsadough", via Sam Weinsteins Secrets for Profiting in Bull and Bear Markets. Good second hand copies can be obtained from Amazon.A lot of very knowledgeable people post and generously share their opinions knowledge etc. We tend to be open and honest about our successes and failures. Trouble makers are politely guided to the exit.I have chosen IQE and NANOCO Group as hopeful replacements for ARM.Best Wishes 23 Jez
JohnHWalton
13 Sep 2016
Capital Gains Tax on Profit I have been trading for many years, building a portfolio. Never had to worry about CGT; I have never realised my gains, although I made quite a few losses!But the unexpected takeover of ARM has meant that this year I make an unintended signfifant gain! I bought in 2009 for £2,400, and now will receive about £28,000! So I believe that I will be liable for CGT of 10%, on around £14,000. I understand however that I can make use of previous losses, but they have to be notified to HMRC within 5 years. So do I wait until I do my Self Assessment for 2016/2017, and use that to notify those old losses, and declare the "Nett" gain?
tradingup
11 Sep 2016
Re: ENd of an era I too have held ARM since they were trading at 50p. my wife also holds some and says she only wishes she had bought more. I tell her to be thankful for what she has. we could have sold themall on some dark day in the past years.Thinking about how to re-invest I cannot help but feel that Warren East had a lot to do with thecompany's succes and my instinct now, perhaps sentimentally, is to put some of my ARMmoney into RR where I imagine he is doing good things to re-invent that great British companyand cut out some of its dead wood. Years ago you had to be of a certain seniority to enterHead Office by the front door, so I once heard!I will also bear in mind the useful tip about Halma. Although I have not contributed beforeon this bb I have found the postings to be very helpful and constructive and there hasn't beenthe level of acrimony that exists on other bb'sA sad end but lets hope that we continue to produce world beating champions in the newBrexit era!!gla
Tony Flair
08 Sep 2016
Time to say goodbye With the sale of this wonderful UK company, it's time to say goodbye on this BB. Thanks for all the friendly discussion here. See you on another BB in the future, maybe.(I would have been happier if we could have stayed here, but this has been one of my most successful investments for some years ...)
an enigma
07 Sep 2016
Re: ENd of an era I agree, it is very very sad. I don't think those in positions of power realise how great a company ARM is and worry that this deal will turn out to be bad for them. I recall one saying that this deal would make the company a major player on the world stage - but they already are I shouted!I held ARM shares on and off all the way from 50p and feel that my holding has been stolen from me. 
MrVindaloo
06 Sep 2016
ENd of an era Real shame to see such an Icon of british technical brilliance disappear, this was not just another company! Says an awful lot about our ruling elite: public school and Oxbridge background - studied economics, ancient history, politics, uselessly employed as bankers, stockbrokers, lawyers, ultimately politicians, etc etcNever designed, built or done anything physically useful in their pathetic lives. Wouldn't understand the value of anything without a £ sign in front of it.On a positive note, I do hope that we see lots of staff move out and 'mini ARMs' start to spring up from the ashes of this shameful episode. Good luck to all the employees.Mr V
