15-01-2015, 04:22 PM
(15-01-2015, 03:19 PM)ohgin Wrote:(15-01-2015, 02:28 PM)CityFarmer Wrote:(15-01-2015, 02:09 PM)ohgin Wrote: With it's dividend records, it is pretty strange for this stock to remain at this price
For those bother to read the old posts in this thread, will know the concern(s) behind the current pricing.
(vested, and thinking that the concern(s) are over-rated, at least in mid term)
Well i know the main concern is because Advance Material and also the CEO reduced their stake.
But then this should simmer down over time.
Simmer down?
Andy has reduced his stake starting from early 2012, till the most recent one in mid 2014. There is no reason to believe he will or will not continue. I reckon it will never simmer down, right?
The key concern on AMC, isn't on the disposal of UMS share, but the concern of UMS-AMC partnership. The concern will remain, until AMC-Tokyo Electron deal settled and integration done, and will not simmer down now, right?
(vested, and might be biased)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡