UMS Holdings

NTL Wrote:In 2012, the price fell from 49c to 35c, close to 30% drop before the clarification was given. Will the price have to drop the same percentage before they decide to do so again?

From 91 to 59.5 its already 34.6%

i accidentally dug up the old news in 2003, where Applied Material initially granted shares of UMS..

http://www.nracapital.com/factsheet/ir_n...netann.pdf

Just sit back relax if you trust your judgement. Quoting again.. in the short term the market is a voting machine ( i.e speculation only), in the long term, market efficiency will work and become a weighing machine. Valuable stock will always be appreciated.

(Vested)

😇天堂与地狱😈就在当下

Applied Material and UMS had joined hand since 2003!!! Applied Material hold it till now and they sold just a little bit and we are so worried?

(10-06-2014, 08:29 PM)orangetea Wrote:

NTL Wrote:In 2012, the price fell from 49c to 35c, close to 30% drop before the clarification was given. Will the price have to drop the same percentage before they decide to do so again?

From 91 to 59.5 its already 34.6%

Must take away 25% because after XB it is expected there will be this % of downward adjustment. So actually only drop 9.6%. Considering the mgmt pare down ard 7%, the additional knee jerk reaction by public of ard 3% is not so scary right... Though I never expected the mgmt to sell such a huge stake. Hehe...

😇天堂与地狱😈就在当下

(10-06-2014, 08:43 PM)Life is a game Wrote:

(10-06-2014, 08:29 PM)orangetea Wrote:

NTL Wrote:In 2012, the price fell from 49c to 35c, close to 30% drop before the clarification was given. Will the price have to drop the same percentage before they decide to do so again?

From 91 to 59.5 its already 34.6%

Must take away 25% because after XB it is expected there will be this % of downward adjustment. So actually only drop 9.6%. Considering the mgmt pare down ard 7%, the additional knee jerk reaction by public of ard 3% is not so scary right... Though I never expected the mgmt to sell such a huge stake. Hehe...

?天堂与地狱?就在当下

i kind of worried that it run up too fast... due to bonus issue.. at fist I thought I hit a jackpot, then again I am in reality now.. stock is for long term...

(10-06-2014, 08:29 PM)orangetea Wrote:

NTL Wrote:In 2012, the price fell from 49c to 35c, close to 30% drop before the clarification was given. Will the price have to drop the same percentage before they decide to do so again?

From 91 to 59.5 its already 34.6%

Hi orangetea,

91c is pre-bonus shares. Post bonus shares will be 71c. Thus the 30% drop from the point will be close to 50c.

Another view. The clarification is out after 11 days of the sales announcement by Andy in 2012. If they follow the same timing, then they will issue the clarification only next Monday?

(10-06-2014, 08:45 PM)yenyenpark Wrote:

(10-06-2014, 08:43 PM)Life is a game Wrote:

(10-06-2014, 08:29 PM)orangetea Wrote:

NTL Wrote:In 2012, the price fell from 49c to 35c, close to 30% drop before the clarification was given. Will the price have to drop the same percentage before they decide to do so again?

From 91 to 59.5 its already 34.6%

Must take away 25% because after XB it is expected there will be this % of downward adjustment. So actually only drop 9.6%. Considering the mgmt pare down ard 7%, the additional knee jerk reaction by public of ard 3% is not so scary right... Though I never expected the mgmt to sell such a huge stake. Hehe...

?天堂与地狱?就在当下

i kind of worried that it run up too fast... due to bonus issue.. at fist I thought I hit a jackpot, then again I am in reality now.. stock is for long term...

Having the right mentality is the first step to successful investing😀

😇天堂与地狱😈就在当下

(10-06-2014, 08:39 PM)yenyenpark Wrote: Applied Material and UMS had joined hand since 2003!!! Applied Material hold it till now and they sold just a little bit and we are so worried?

Hi yenyenpark,

Once they falls below 5%, we will not know if they will be continue to sell. As this is just the first quarter, will have to wait for another 3 more quarters to look at the annual report to know exactly how much more shares they will be left holding till then.

If they maintain their holdings above 5%, I am definitely not as worry as now.

(10-06-2014, 08:49 PM)NTL Wrote:

(10-06-2014, 08:39 PM)yenyenpark Wrote: Applied Material and UMS had joined hand since 2003!!! Applied Material hold it till now and they sold just a little bit and we are so worried?

Hi yenyenpark,

Once they falls below 5%, we will not know if they will be continue to sell. As this is just the first quarter, will have to wait for another 3 more quarters to look at the annual report to know exactly how much more shares they will be left holding till then.

If they maintain their holdings above 5%, I am definitely not as worry as now.

AM had invested and hold on those shares since 2003! If they cash out, I also think it's reasonable, and this doesn't mean they will stop working with UMS..

in business, we talk business, UMS has worked decade with AM, and similarly AM also holding small shares in many small companies like UMS.. thus probably they are encash their investment, but as long as UMS continue doing a good job, and secure more customers if possible.. I don't think UMS can't survive.. even AM doesn't hold any share in UMS doesn't mean that they will not want UMS as their supplier..

well, this morning I was very worried as well.. and about to divest all my holding (just short of clicking SELL at 0.650) and got a small profit instead of all profit wiped out at the end of bell.. but I was not that worried now, after I had read that AM and UMS had worked together since 2003... UMS had been there even way before dot com bubbles, and I see the logic is this probably one of the golden chance of en cash their shares if I were AM too.. for Andy, I hope he can't do more to boost the business if he wants to have higher price for his remaining 20%... lol..