@Daf do you read others comments or just reply to what you think you have read based on your own narrative?
With respect whether he has connections with the company or not he still has infinitely more knowledge of the company than you.
He sold the company back in 2016 and can only assume how the company is run today, other than how ARM’s mobile phone chips are made. However alot has happened since then, not least its current owners ran into major finacial difficulties and tried to sell ARM to Nivada. The Pandemic, global down turn and of caurse brexit, as you’ll want me to include and only right to do so.
ARM itself is a rare cmpany with unrivalled control over a global industry. Its technology is used in 95% of premium smart phones. AI, servers, PC’s also use its chips. Its success was based on on a simple business model, which charged chip designer license and royalty fees to access its technolgies.
However under SoftBanks ownership its altering of is royalty programme and is starting to make its own chips and raising its prices (a stark difference to how it was previously run) However by raising fees and ditching its royalty programme carries the risk of accellerating the shift of its clients and investments to its competitors, who are moving towards license free models.
like ARM, moving their primary stock market listing to New York.
ARM owner SoftBank has never listed the company on any stock market. Since SoftBank took ownership in 2016, ARM went into private ownership. As I said earier only you chose to ingnore it for your own narrative.
So therefore: How can we have lost something we never had?
@kezo you are wrong when you said it’s just the Guardian. Schroders,Bloomberg,Investment week, This is Money, the LSE and many others have also stated that Brexit has adversely affected London.
The subject is on ARM. Rather than going off the beaten track, feel free to name other companies after this sunject has finished.
You and @kezo can carry on impersonating the three wise Monkeys
Pitty there wasn’t a forth called “Daft” ?
I wil fill in any blanks Ive missed tomorrow!