UMS Holdings

[ethys]

I slightly disagree: UMS has seen a strong revenue growth since last year and they should continue to do so this year. Obviously this industry is cyclic so even things can also change quickly in the opposite direction. Anyway I wouldn't say UMS will necessary generate the same CFs and div evey year. PE will also change depending on the industry trend, AMAT relationship with UMS etc.
I don't see the bonus share as a way for Andy to liquidate its shares more easily.
As Boon and Nick mentioned before (actually a few months ago) he seems to be just not as a good investor as he is a CEO.
Key thing for me will be to see whether AMAT sold more shares or not in the next few days. If they don't then I would expect the stock price to recover quickly.
But congats for divesting most of your UMS stocks while keeping the bonus shares. Always good to take its benefits at some points especially if u don't see much more potential!