UMS Holdings

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CEO sold another 3mill on 6/6/2014.

http://infopub.sgx.com/FileOpen/eFORM1_V...eID=300658

point to note..at least his selling has tapered Smile
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He sold 10M at an average price of 69+ cts and then 3M at an average price of 67+ cts. Why the rush to sell lower and lower?
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He was selling heavily in 2012 at around 47 cents (or adjusted price post bonus of 37.6 cents). On hindsight, he should have held on.
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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High net worth individuals like him are able to access more channels of investments than common people. Perhaps there are other investments that offer higher potential returns than UMS stocks. It's all about rebalancing your portfolio and capital assets allocation.

He could have sold UMS at 37.6c but invested in something else that gave him higher returns. Perhaps there were better investment opportunities in Vietnam, Europe or US in 2012.
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Applied Materials has continued to sell down its stake and ceases to be a SSH of UMS.

(Vested)
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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(09-06-2014, 07:48 PM)Nick Wrote: Applied Materials has continued to sell down its stake and ceases to be a SSH of UMS.

(Vested)


That's bad news...
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Insiders had sold a total of about 16k lots in 2 days, and after ex bonus day. That's definitely not a good sign. If insiders continue to pare their stakes, then it's really a great concern.
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(09-06-2014, 07:22 PM)Tiggerbee Wrote: High net worth individuals like him are able to access more channels of investments than common people. Perhaps there are other investments that offer higher potential returns than UMS stocks. It's all about rebalancing your portfolio and capital assets allocation.

He could have sold UMS at 37.6c but invested in something else that gave him higher returns. Perhaps there were better investment opportunities in Vietnam, Europe or US in 2012.

I totally agree with your views - there are a lot of investment opportunities out there - who knows he could be vested in this funding together with AMAT or other ventures.

(vested)
_______________________________________________________________________________________________________________
Applied Ventures Broadens Portfolio with Strategic Biotechnology Investment
•Twist Bioscience Corporation develops semiconductor-based manufacturing technology to commercialize advanced synthetic gene constructs
•Investment extends Applied Materials' expertise in precision materials engineering to new applications for silicon and related growth opportunities in biotechnology

SANTA CLARA, Calif., June 9, 2014 - Applied Ventures, LLC, the venture capital arm of Applied Materials, Inc. and a leading corporate venture firm, announced today that it has participated in a Series B financing round for Twist Bioscience Corporation, an advanced biotechnology company developing a proprietary semiconductor-based technology platform for synthetic gene manufacturing. Twist's manufacturing process is intended to enable large-scale, high-throughput construction of genetic designs that aim to overcome industry inefficiencies by synthesizing DNA on silicon instead of traditional plastic. The funds provided by Applied Ventures will be used to collaborate on platform development and enable next-generation silicon-based technologies with improved throughput, quality and cost. The investment also presents an opportunity for Applied Materials to leverage its expertise in precision materials engineering to add value to cutting-edge and potentially disruptive applications in emerging biotechnology markets.

"Applied Ventures' investment in Twist underscores our investment strategy to use our core strength in precision materials engineering to promote innovation wherever it happens across the world," said Eileen Tanghal, general manager of Applied Ventures. "We are excited to expand our portfolio to include bioscience technology applications and look forward to helping commercialize Twist's sophisticated technology to enhance personalized healthcare and agriculture production as we know it."

Twist's innovative 10,000-well silicon-based manufacturing platform is capable of producing synthetic biology tools, such as oligonucleotides, genes, pathways, chassis and genomes. By transitioning the industry from existing plastic and glass substrates to silicon, the company's technology has the potential to accelerate the development of personalized medicine, sustainable chemical production, improved agriculture production and related new applications such as in vivo diagnostics, biodetection and data storage.

"We believe Twist's proprietary semiconductor-based DNA synthesis process using a silicon platform will provide increased speed, quality and throughput, as well as reduced cost, to the design/build/test research cycle for developing better biologics, diagnostics, industrial chemicals and agbio products," said Emily Leproust, Ph.D., chief executive officer, Twist Bioscience Corporation. "Applied Ventures' investment bolsters our financial position and provides us a strategic partner with exceptional expertise in precision materials engineering to assist our aggressive development efforts to commercialize our first products in 2015."

Since forming in 2005, Applied Ventures has invested over $180 million in more than 50 portfolio companies spanning equipment, materials, device and process providers in the clean energy, semiconductor, display, lighting and energy storage sectors. In 2013 alone, the group invested more than $18 million, including six new investments in early stage technology companies.

About Applied Ventures
Applied Ventures, LLC, a subsidiary of Applied Materials, Inc., invests in early and later-stage technology companies with high growth and long-term potential that provide a window into technologies that advance or complement Applied Materials' core expertise in precision materials engineering. Applied Ventures' investments help develop technologies and markets that provide natural extensions of Applied Materials' businesses and can stimulate the growth of applications for its products and services. Applied Materials, Inc. is the global leader in providing innovative equipment, services and software to enable the manufacture of advanced semiconductor, flat panel display and solar photovoltaic products. Learn more at www.appliedventures.com.

http://investors.appliedmaterials.com/ph...&highlight=
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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My personal view is that if the mgmt cannot grow the company further then cashing out and returning cash back to shareholders in the form of dividend is the right move. As long as they can continue generating cashflow to substantiate the dividend payout and not cutting back, personally I am fine to hold on for dividend and reinvest in other counters for capital gains.

😇天堂与地狱😈就在当下
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(09-06-2014, 07:22 PM)Tiggerbee Wrote: High net worth individuals like him are able to access more channels of investments than common people. Perhaps there are other investments that offer higher potential returns than UMS stocks. It's all about rebalancing your portfolio and capital assets allocation.

He could have sold UMS at 37.6c but invested in something else that gave him higher returns. Perhaps there were better investment opportunities in Vietnam, Europe or US in 2012.

I wouldn't mind if the company uses my money for other higher potential investments and grow my dollar into two. Afterall that's the purpose of parking our hard earned money with the company because we believe the mgmt can compound our money. Dividend should only be adopted if the money cannot generate higher growth than some other low risk investment out there in the market. Otherwise how are we going to justify the risk undertaken to invest in the company.

By guessing that he found other better investments and therefore cashing out without sharing the opportunities with us is akin to doing shareholders a disfavor.

(Vested)

😇天堂与地狱😈就在当下
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