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by _anything_ 3365 days ago
There is definitely a lot of money to be made here, can't see it staying so low.
2 comments

Why not? They don't seem to have any other customers.
Indeed. From their 2016 Annual Report, "There are no parties with whom the Group has contractual or other arrangements which are essential to the business of the Group except the contract with Apple Inc."

https://imagination-technologies-cloudfront-assets.s3.amazon...

Page 30 for those interested. I was surprised that it was actually in there, phrased that way.
Great time to buy!