some random thoghts on ARM..
1) think we've bottomed, demand creeping up, well bellow cash backing, FP recommending the stock..
2) i reckon management should sell some of ARM's extensive land holdings, add to its already strong cash position and look for a new project.. many a cashed up shell on the asx are trading way higher than we are with no real projects and less cash...
time to re-invent the company.. too much land
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