UMS Holdings

[ethys]

There were two negative forces to pull-down the valuation, one is the merger, the other is the divestment of AM.

Will AM come back to be a SSH, again?

(vested)

Speaking of the merger they just announced this is not going to happen...
I think this is a good thing for UMS as there are less things threatening their contract as AMAT supplier now. Some people saw it as an opportunity as this could have brought more activities to UMS but I rather have my 6c a year as a certainty rather than an uncertain 8c div with a possibility of nothing if they drop UMS as their supplier...