• Arkeh Capital
    $BAM: http://bit.ly/UZo07e
    2/11/13
    Reply (8)
    • Arkeh Capital: http://bit.ly/Li1sqx
      2/11/13
    • Arkeh Capital: http://bit.ly/PsTKLA
      2/11/13
    • Arkeh Capital: http://bit.ly/PsTKLA
      2/11/13
    • Arkeh Capital: Outlook Engineered Solutions (last call): c220m sales '12 to grow to c300m in 2015 and 500m in 2017 (Delta 280m is c22% of 2day's GTI sales)
      2/11/13
    • Arkeh Capital: Advanced consumer electronics is just below 40% of ES sales (ie c80m out of 220m)
      2/11/13
    • Arkeh Capital: Trend in PCs is Laptops and Ultrabooks converting towards tablets, smaller suggests going from active to passive cooling.
      2/11/13
    • Arkeh Capital: Electric cars: thermal Management of Lithium Ion Batteries, etc; Solar comes back, Wacker ended shortened working hours for Polysilicon
      2/11/13
    • Arkeh Capital: http://bit.ly/Y5d966
      2/11/13