anthonyms’ Activity

Wed Oct 22

NL

Boards Post

anthonyms replied to the Cree Inc. board. 7:29 PM

Re: Is it time to buy?

The board should be fired and the payouts ceased.

NL

Boards Post

anthonyms replied to the ARM Holdings plc board. 7:27 PM

Re: ARMH getting hit for tiny revenue miss

I would assume ARM patents each new processor design as well as the physical optimisation plan. To be honest Qualcomm hardly pays ARM anything compared to the ASP which is the beauty of ARM's model. Any one chip's royalty is miniscule and any one [more]

Tue Oct 21

NL

Boards Post

anthonyms replied to the ARM Holdings plc board. 5:52 PM

Re: ARMH getting hit for tiny revenue miss

$40 was a key level, unless it regains it I would wait for further falls. By the way the miss in GBP results was much higher - there was an Fx issue here as well.
A

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 3:51 AM

Re: Arcam through the floor

In UK/Europe there is an insurance programme that protects citizens for up to ~$100k per financial organisation. As we grow investment/retirement pots greater than that then holding multiple pools with different financial organisations with money in [more]

Mon Oct 20

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 8:15 PM

Re: Arcam through the floor

That's pathetic. Sometimes for a global superpower America is so insular. Now there's a diruptive business for you then. Start your own worldwide electronic brokerage at half reasonable prices.

I trade overseas exchanges at $20 from [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 10:34 AM

Re: Arcam through the floor

AM3D.F is the ticker I follow.
Ant

Sun Oct 19

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 7:25 PM

Re: Arcam through the floor

I don't think it trades in the US. It looks like they have exclusivity on the process from the link you found. Wasn't it covered in any of the technical papers on 3DP processes posted last year? Europeans are much more focused on metal 3DP compared [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:14 AM

Re: Arcam through the floor

They have more than doubled their order intake so far this year...

http://stage.slm-solutions.com/index.php?cn_20140828_en

[more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:09 AM

Re: Arcam through the floor

http://stage.slm-solutions.com/index.php?index_en

SLM stands for Selective Laser Melting. They specialise in metal 3D printing. I came across them when catching up with an old [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 12:41 AM

Re: Arcam through the floor

Align - is a disruptive player in the 3D scanning and 3D printing of dental retainers and other dental solutions. Given every human on the planet has teeth, we are all living longer meaning that our teeth deteriorate, given cosmetic appearance seems [more]

Sat Oct 18

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 9:01 PM

Re: Arcam through the floor

Yep - right now it is the only 3DP player I have topped up on. I might re-enter Gorge Group and Align and I am watching SLM.
A

NL

Boards Post

anthonyms replied to the Arcam AB board. 1:23 PM

Re: YOY growth

I think my charges are 20 SGD. It is a real company - just doesn't go in for that American razzamatazz.
A

NL

Boards Post

anthonyms replied to the Rare Earths (ETF) board. 1:06 PM

Re: TRER: Round Top project scaled back

Ok I took a position in TRER and TAS - will look at UURAF as well.
A

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 1:00 PM

Re: Arcam through the floor

Yes and no Duma. I have repeatedly gone over the quarterly announcements to get the measure of the progress. Last quarterly results contained quite a bit of exhaustion of the order book and there was a lot of rollover into these results - so these [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 9:52 AM

Re: Arcam through the floor

I doubled down this week. I didn't get the rock bottom but I'm well in the money already. Results were very promising. With the 2 acquisitions, ARCAM is looking a more solid company with hopefully a more smoothed financial picture.
A

NL

Boards Post

anthonyms replied to the Arcam AB board. 9:47 AM

Re: YOY growth

That sounds insane to me - not sure what the problem is for American brokers trading American listed shares for overseas companies. I am using a Singapore broker to trade US listed stocks - including ARCAM. It is the same price as any other US stock. [more]

Tue Oct 14

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:15 PM

Re: Off topic - Ebola

why should everyone invest in exleysysisis?

Mon Oct 13

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 7:26 PM

Re: Calling Drs in the house

Ok thanks - I was looking at at a "Viral Like Particle" immunology start up investment opportunity and am really finding it difficult to evaluate. It doesn't help that although I work in the healthcare industry I don't have a medical [more]

NL

Boards Post

anthonyms posted to the New Paradigm Investing board. 7:08 AM

Calling Drs in the house

Alevine, Gatorswamp and others (Mauser - were you a Dr?)...

What do you guys know about Immunotherapy and the emerging area of Active Like Particles from either a scientific potential (in cancer) point of view or from an investment potential [more]

Sat Oct 11

NL

Boards Post

anthonyms replied to the Value Hounds board. 3:11 AM

Re: HoHum's crazy guess

Same same.
Ant

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1006
Recs Received 1104
People who have rec'd these posts 356
Recs to Posts Ratio (last 30 days) 2.10
Threads Started 81
Threads Started Percentage 8.05 %
Most Frequent Board New Paradigm Investing
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 44.23 %
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