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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Iqe Plc | LSE:IQE | London | Ordinary Share | GB0009619924 | ORD 1P |
Bid Price | Offer Price | High Price | Low Price | Open Price | |
---|---|---|---|---|---|
20.90 | 21.05 | 22.00 | 20.50 | 21.85 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Electronic Components, Nec | 167.49M | -74.54M | -0.0775 | -2.67 | 199.03M |
Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
---|---|---|---|---|
13:02:37 | O | 273,144 | 20.7509 | GBX |
Date | Time | Source | Headline |
---|---|---|---|
05/3/2024 | 16:40 | UK RNS | IQE PLC IQE plc: Holding(s) in Company |
04/3/2024 | 15:15 | UK RNS | IQE PLC IQE plc: Holding(s) in Company |
04/3/2024 | 12:30 | UK RNS | IQE PLC IQE plc: Holding(s) in Company |
29/2/2024 | 07:00 | UK RNS | IQE PLC IQE: Options Issue & Director/PDMR Shareholding |
12/2/2024 | 16:00 | UK RNS | IQE PLC IQE plc: Holding(s) in Company |
06/2/2024 | 07:00 | UK RNS | IQE PLC IQE plc: Block Admission |
05/2/2024 | 07:00 | UK RNS | IQE PLC IQE plc: Holding(s) in Company |
02/2/2024 | 12:30 | UK RNS | IQE PLC IQE plc: Holding(s) in Company |
01/2/2024 | 07:00 | UK RNS | IQE PLC IQE plc: Holding(s) in Company |
31/1/2024 | 16:00 | UK RNS | IQE PLC IQE plc: Total Voting Rights |
Iqe (IQE) Share Charts1 Year Iqe Chart |
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1 Month Iqe Chart |
Intraday Iqe Chart |
Date | Time | Title | Posts |
---|---|---|---|
19/3/2024 | 13:25 | New CEO, new hope, new start for IQE in 2022 | 4,109 |
01/2/2024 | 13:14 | IQE's time has come - 2017 and beyond! | 36,723 |
04/1/2023 | 11:05 | IQE - THE ONLY WAY IS UP!!. | 64 |
17/10/2022 | 06:50 | IQE - Time to get back in after results? | 27 |
31/5/2022 | 10:20 | IQE - TURNED A CORNER, SET TO RISE | 29,628 |
Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
---|---|---|---|---|
13:02:39 | 20.75 | 273,144 | 56,679.87 | O |
12:41:55 | 21.00 | 3,060 | 642.60 | AT |
12:41:55 | 21.00 | 425 | 89.25 | AT |
12:41:55 | 21.00 | 375 | 78.75 | AT |
12:41:55 | 20.95 | 7,416 | 1,553.65 | AT |
Top Posts |
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Posted at 19/3/2024 08:20 by Iqe Daily Update Iqe Plc is listed in the Electronic Components, Nec sector of the London Stock Exchange with ticker IQE. The last closing price for Iqe was 20.95p.Iqe currently has 961,504,577 shares in issue. The market capitalisation of Iqe is £199,031,447. Iqe has a price to earnings ratio (PE ratio) of -2.67. This morning IQE shares opened at 21.85p |
Posted at 02/3/2024 15:43 by guildedge The key thing here is taking events relative to IQE current situation. From reading other posts Micro LED was not a major part of the 3x revenue. Maybe in future years as costs fall. When that does happen IQE will be in the market already. It's possible IQE's 2 small partners here may still use the tech. Have to see where the market goes.IQE is currently 22p. Even a shift of 75-100m here will certainly double to triple the share price here. IQE was targeting 70p for director bonuses to kick in. Let's see what boost GAN can bring from the US this year. IQE is diversifying so hopefully some or all of the markets will come good. |
Posted at 29/2/2024 18:03 by bbonsall Are these the two partnerships IQE referred to? I leave this to the experts.6 Oct 2022 IQE plc (AIM: IQE, "IQE" or the "Group"), the leading supplier of compound semiconductor wafer products and advanced material solutions to the global semiconductor industry, is pleased to announce it has entered into a partnership with MICLEDI Microdisplays (“MICLEDI̶ 10 May 2022 IQE plc (AIM: IQE, "IQE" or the "Group"), the leading supplier of compound semiconductor wafer products and advanced material solutions to the global semiconductor industry, is pleased to announce a strategic partnership with Porotech, a pioneer in microLED and GaN-based semiconductor technology. The focus of the partnership is to develop, scale and commercialise Porotech's unique wafer technology that achieves all three colours (RGB) on a single 200 or 300mm GaN-based wafer for ultra-high-density and efficient microLEDs, the applications for which include AR/MR/VR, wearable devices, smart displays and large-scale direct view displays. |
Posted at 24/2/2024 20:54 by guildedge I thought IQE had agreements with customers to help them buy tools. When the big orders start to come in and the share price rises you would expect them to be able to raise capital at much higher prices. Hopefully closer to £0.7-£1+.At present the market is valuing the share price at what IQE said it was worth. 24p. I doubt Cannacord and others will want to get burned here. If they meet targets this year I would expect the price to rise back closer to 30p. If big new orders come in the same will be true. At present all they have talked about is GAN. Even at 146m they would be losing 10M or so. So it makes valuation harder. Could be 2 years away from making a profit here. 185-190m revenue required for that. See if I get proved wrong about the TU in March. |
Posted at 11/2/2024 11:05 by crosswires Alotto you do say some odd things.If you have enough money to easily last you your days, investing to some becomes pointless, and why put a very comfortable position at risk, it matches my ethos also. If IQE reach £1, I too would likely sell and cease investing. Sweenoid, good post, agree re point 2 wholeheartedly and of course point 4 is critical. If the March update continues the positive vein of the last one I imagine we will crack 30p, if any negativity we will back to high teens, low 20s. I agree IQE share price is not tied to the wider Nasdaq perf, which is due a pullback but our LT goals are all about regaining revenue and widening margins. |
Posted at 11/2/2024 09:58 by sweenoid I aways get nervous when posters start bigging up the share price 🤨I am of course optimistic about the medium- long term trajectory but I take a more sanguine view short term. I will be relieved when we break the 26p resistance point established after last March’s debacle ( trading statement), not aided by the offer of 20p in May. We need to maintain an share price above 26p for at least a week or so to maintain any momentum. As for the US indices, I see us approaching ( if we are not there already) a bubble with all its potential consequences. However in the past IQE’s share price has run counter- trend to the Nasdaq so that’s comforting. Please, no more talk of ARM- it’s absolutely of zero relevance to IQE. there are 4 absolute drivers ( imho) for a continuing uptrend in the share price other than it’s present momentum. 1 customer announcements especially if a major company can actually be named ( unlikely), as pointed out in Provanars excellent post Infineon would really be a gold star ( among others) 2 the new CFO buying shares. Tim Pullen didn’t buy a single share in his tenure, on appointment Jutta Meier, Chief Financial Officer of IQE, commented: "I am thrilled to be joining IQE as Chief Financial Officer. IQE is at the forefront of the global compound semiconductor industry and I am very excited by the market opportunities and the growth potential of the business. I look forward to working with Americo and the team to deliver our ambitious goals." So if her rhetoric and commitment to IQE is genuine and I have no doubt it is then I think it’s important that she is really ‘invested̵ 3 any significant investment by HMG / European Semiconductor fund but most importantly the US CHIPS ACT would be incredibly positive. It is mooted that a large tranche of this huge fund will be announced prior to March 7 and related to Biden’s election campaign. IQE have a big presence in the USA and are heavily involved in supplying the US military ( via its customer Raytheon) . IQE have just appointed a VP of Government affairs whose role is entirely to ensure IQE gets access to these funds,Americo was optimistic about IQE’s chances of procuring funding when I met him ( he wouldn’t have made the appointment if he wasn’t) - I personally won’t be convinced till any announcement is made. 4absolutely pivotal is the OUTLOOK in the upcoming earnings report. I am estimating it will come the 3rd week of March ( 19-21?) . FY 23 is behind us and results are more or less already in the public domain. I sincerely hope the TONE and POSITIVITY of the statement reflects what was expressed to me at my recent meeting with our CEO. I will be closely watching the the Q&A and will definitely be submitting questions, the answer to questions will be invaluable in assessing where we are. IQE is my last major involvement in the stock market ( I have a nice holding in Altitude too but pales in significance ) and I intend to exit completely when the share price reaches my targets . 2024 would be a lovely time to go but there’s a way to go before that happens . And no I won’t be stating my exit share price other than to say it’s lower than Tomducks 😉 S |
Posted at 07/2/2024 17:49 by provonar Guildedge,The Infineon buy-out of GaN Systems was a Tier 1 producer purchasing a fabless CS design house. This would be similar to Tier 1 Win Semiconducters buying out Lumentum. None of these companies are involved in epitaxy at Tier 2, as far as I'm aware. Both of these supply chains need a supply of epitaxial wafers from Tier 2 before they can build ICs at Tier 1. Yes, they could decide to vertically-integrate and absorb an epitaxy company - but that's a bit like asking why IQE doesn't buy out a mining company at Tier 3. It's all about being an expert in a specific niche within the supply chain. Plus, any purchaser of IQE would need to use all of the different epitaxy products that IQE currently produce - otherwise they would immediately throw-out/sell all the tools that didn't produce the desired epiwafers, which is obviously bad business. Now in the epitaxy market there is about 2/3 of the epitaxy done in vertically-integrate Not only does Mr. Lemos want IQE to expand/maintain their market share of the outsourced epiwafer market, he also wants to go after the vertically-integrate But coming back to Infineon, they look like part of the out-sourced market - they're a Tier 1 foundry, as far as I can see. Their annual report mentions front-end and back-end processing, which are Tier 1 processes for chip production. So they'll absolutely need to buy their CS epiwafers from someone, just as epiwafer manufacturers have to buy their mined raw materials from someone (glossing over the crystal-ingot growth process, of which IQE has two facilities). So, Infineon will need to go to epiwafer suppliers in order to get the material inputs they need to create chips. They will want to go to multiple suppliers in order to have a diversity of supply. But if you have big order ramps due to a 'breakthrough' in demand, then you need to go to the big volume epiwafer manufacturers, like IQE. This is what the over-blown 'inflection point' talk is all about - whether it really occurs (which is looking more likely) and whether IQE can profitably capitalise on it, remains to be seen. |
Posted at 06/2/2024 21:25 by guildedge IQE issue in past has been having all these advanced Semiconductor products but the market was not adopting them or taking IQE seriously. Multi billion pound market and IQE was turning over less than 0.001% of this turnover? Apple turned over 383 billion dollars in 2023. Which means IQE parts were worth less than 30-40p a product? Selling screws for an expensive wardrobe. You need to make a lot of screws to make money and IQE has not had the volumes to do this.Infineon acquired Gan Systems in March 2023 to make GAN parts. Looks like they are producing parts by themselves. We have had no update to say they are working closely with IQE as a partner but again maybe they are not allowed to say. They have admitted to likes of Apple and other industry players. hxxps://www.semicond hxxps://gansystems.c You could flip this on it's head and say if IQE parts were must have then companies like Infineon would buy out IQE and stick their parts in all their products. 200m is throwaway money for these big firms. Of course Lemos will value at IQE at a billion plus if his plans work. Even then British government would likely refuse any sale of IQE. So maybe building up the business is the way forward here. I think Lemos will bring something new. If there is not enough capacity in the industry as a whole then you would hope IQE could steal a part of this market. Convincing the big players is the issue here. |
Posted at 01/2/2024 13:20 by crosswires Provonar, very usefully summarised, thanks.I don’t believe for a minute they will hit £500m revenue in 2027, I would say the % chance of it happening is less than 1%, however it’s fairly irrelevant and an arbitrary number regards to our investment. All that matters is can they increase revenue and profit significantly from their record revenue year? If they can do 350-400m in 2027 with record profits with a yoy growth forecast for the foreseeable then our investment here will have grown significantly. That’s what we’re betting on and we’re probably better off forgetting the headline 3x revenue number no imo I remember well how quickly the IQE share price can take off given encouraging news flow, it would be lovely to revisit the 2017 rise once more… |
Posted at 18/1/2024 22:21 by guildedge The share price did hit 50-60p at end of 2022. However that was never it's true worth. Maybe 30p or so was a fair value? The 50-60p price really put me off as I just didn't know why the share price had doubled. The rise in 2017 was backed by profits. The share issue has diluted share ownership so that will make any future surge harder. 24p valuation was a broker valuation.Let's see if the new management can make things happen here. IQE have proper business people now running the business which is a far cry from 2017. They have so many factories with huge capacity. Need the big orders and economies of scales will quickly kick in.Welsh factory was at ebitda with under 10 tools running. However they need at least 25-30m above ebitda to cover general costs and admin. It's going to be months before we see any real change here. H1 results will give some indication but I wonder if some of the new orders will start production later stages or middle of the year. Unless IQE expect orders from existing customers to hugely increase. Probably not much you will lose at 19-20p. |
Posted at 16/1/2024 16:42 by guildedge I think Sweenoid has you on filter LLOL. He most certainly meant CFO.IQE now has high level executives from the Semi conductor business with huge industry experience. If they can use their influence to encourage new business and show IQE as a credible business that can play with the big boys that will be a game changer. These new hires are people that the industry will know. Lot of hires from GF in last year or so. Now likes of Intel too. These will be people Lemos knows he can work with and will have similar visions to his. He is not here to play around at 115-150m revenue. He wants 500-750m revenue. Not sure were at 25-30p yet. All pends on news that filters through. Each new order will gradually shift the share. Been a constant seller for last few days. The key thing for now is IQE has funds like Canaccord and Citi Group who may keep buying here. So when these sellers clear the share price could rise. Look at end of 2022. One fund can hugely influence the share price if they really like it. Debt at 3m is good. Should have enough capital for 1-2 years at least. More if Tower pay out millions. There were a few big trades today. One at 800k. Another couple near 200k. See if any of these were directors come tomorrow. Still a lot of smaller funds in IQE below 3% who could be selling here. I think they will wait till end of month to change major shareholders page. |
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