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Andy just bought about 5M shares

(19-06-2014, 06:11 PM)ethys Wrote: [ -> ]Andy just bought about 5M shares

I don't think he bought any shares - just credited his portion of the bonus shares on 16 June 2014.

http://infopub.sgx.com/FileOpen/_eFORM1_...eID=301978

(Vested)

My bad u're right he had 86m shares before the bonus share so the 22M he received is the 25% bonus

Both billings and bookings were stronger for the first five months of 2014 than in 2013.

(vested)
________________________________________________________________________________________________________________

North American Semiconductor Equipment Industry Posts May 2014 Book-to-Bill Ratio of 1.00

SAN JOSE, Calif. — June 19, 2014 — North America-based manufacturers of semiconductor equipment posted $1.41 billion in orders worldwide in May 2014 (three-month average basis) and a book-to-bill ratio of 1.00, according to the May EMDS Book-to-Bill Report published today by SEMI. A book-to-bill of 1.00 means that $100 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in May 2014 was $1.41 billion. The bookings figure is 2.4 percent lower than the final April 2014 level of $1.44 billion, and is 6.6 percent higher than the May 2013 order level of $1.32 billion.

The three-month average of worldwide billings in May 2014 was $1.41 billion. The billings figure is 0.3 percent higher than the final April 2014 level of $1.40 billion, and is 15.1 percent higher than the May 2013 billings level of $1.22 billion.

“Semiconductor equipment bookings and billings maintain a consistent pace approaching the end of the second quarter,” said Denny McGuirk, president and CEO of SEMI. “Like other trends reported across the industry, semiconductor process equipment sales demonstrate positive year-over-year performance.”

The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. Billings and bookings figures are in millions of U.S. dollars.

Billings (3-mo. avg)
Bookings (3-mo. avg)
Book-to-Bill

November 2013
1,113.9
1,238.0
1.11

December 2013
1,349.7
1,380.8
1.02

January 2014
1,233.2 ( 27.0% HIGHER than January 2013 billing of USD 0.968 billion )
1,280.3 ( 19.0% HIGHER than January 2013 booking of USD 1.08 billion )
1.04

February 2014
1,288.3 (32% HIGHER than February 2013 billing of USD 0.9747 billion )
1,295.4 (21.0% HIGHER than February 2013 booking of USD 1.07 billion )
1.01

March 2014
1,225.5 (23.7% HIGHER than March 2013 billing of USD 0.991 billion)
1,297.7 (18% HIGHER than March 2013 booking of USD 1.10 billion)
1.06

April 2014 (Final)
1,403.2 (28.7% HIGHER than April 2013 billing of USD 1.09 billion)
1,443.0 (23.3% HIGHER than April 2013 booking of USD 1.17 billion)
1.03

May 2014 (prelim)
1,408.0 (15.4% HIGHER than May 2013 billing of USD 1.22 billion)
1,407.9 ( 6.6% HIGHER than May 2013 booking of USD 1.32 billion)
1.00

http://www.semi.org/en/node/50251?id=highlights

Reversal!!

Bought some today at 55.5c. Stock price should continue to rebound barring any unforeseen circumstances (major shareholder selling shares).

(vested)

$0.575 as of 10:30am, vol 3698K...considered high.
Worst shd be over as long term investors looking forward to dividend again...

Vesed

(19-06-2014, 06:14 PM)Nick Wrote: [ -> ]

(19-06-2014, 06:11 PM)ethys Wrote: [ -> ]Andy just bought about 5M shares

I don't think he bought any shares - just credited his portion of the bonus shares on 16 June 2014.

http://infopub.sgx.com/FileOpen/_eFORM1_...eID=301978

(Vested)

Will AMAT stake will go back to above 5%, after the bonus share?

(vested)

(19-06-2014, 03:41 PM)Henri Wrote: [ -> ]

(19-06-2014, 01:52 PM)orangetea Wrote: [ -> ]

Henri Wrote:Hi everyone... Very disappointed with the management of UMS due to the sell down! Got out today because I do not want to live in frustration, luckily bought it low, minimum losses. Probably the best entry point (IMO) is 0.46-47 based on my technical analysis. Will I go in at that price, probably no. I will stick to Mid to Large cap stocks from now on...

Just see volume and gauge if large selling is over.

It is sad that UMS management did not clarify the drastic drop after Bonus Issue which is supposed to be good for the company and shareholders (based on theory), however, with the benefits from hindsight, it seems to me that the management just want to push up the prices in order for them to sell off their holdings at higher prices... Anyway, it is my wrong judgment to hold the shares after bonus issue, I take it upon myself so that I learn and move on.

I am sceptical on the divestment, which seems ONLY base on major shareholder disposal. It warrant a concern, and a strong indicator for major review of fundamentals, but not as the ONLY reason for divestment.

In fact, the disposal of AMAT should raise more concern than the major shareholder disposal, IMO.

(vested)

How about after working so well with UMS for so many years, AMAT feels that there is no need to be a SSH of UMS? Wouldn't that indicate a very high level of confidence in UMS?