Seeking Alpha
  • Valuable Insights
    IMOS moving up nicely, but still only 4x EV/FCF - their buyback begins on Monday after self-imposed 4 week blackout. Expect further move.
    9/14/12
    Reply (3)
    • David Wren: Any price target on it??
      9/14/12
    • Valuable Insights: This will be a $30 stock. IMOS has $4 free cash flow per year. They did that in '11 and will in '12. No net debt by year-end '12. Own it.
      9/15/12
    • David Wren: Great, thanks. Got back into it. Gonna keep watching it closely
      9/18/12