UMS Holdings

[CityFarmer]

Well, I still think the fail merger is still a good news to UMS holders, because I believe some of us viewed the sell-down of UMS shares by AMAT was signalling an intention to drop UMS after the merger. Now that the merger has failed, the likelihood of AMAT continuing their contract with UMS has raised. Though I still hope UMS can broaden their customer base further to reduce the risk of AMAT not renewing their contract.

Think if they were to announce a renewal of contract with UMS, it would be a major catalyst on the stock price.


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The renewal notice may come much later, since existing contract expire in 2017, IIRC.