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IQE Iqe Plc

28.45
-0.10 (-0.35%)
08 May 2024 - Closed
Delayed by 15 minutes
Iqe Investors - IQE

Iqe Investors - IQE

Share Name Share Symbol Market Stock Type
Iqe Plc IQE London Ordinary Share
  Price Change Price Change % Share Price Last Trade
-0.10 -0.35% 28.45 16:29:57
Open Price Low Price High Price Close Price Previous Close
28.90 28.25 28.95 28.45 28.55
more quote information »
Industry Sector
TECHNOLOGY HARDWARE & EQUIPMENT

Top Investor Posts

Top Posts
Posted at 02/5/2024 07:49 by longtallsally
There is certainly currently a disconnect between what Americo predicts and says and the reality of IQE earnings. If it was a “sure thing” this massive extra revenue was coming, the share price would be much higher because investors could be sure the revenue and profits would be coming. However that’s not how this game works, there are no certainties, especially when it comes to IQE…
Posted at 18/4/2024 21:50 by picobird
Everybody’s favourite magazine investors chronic, hot off the press.
Posted at 12/4/2024 08:35 by snaffleclamp
Don’t forget it’s ISA time for some LT investors
Posted at 11/4/2024 08:41 by crosswires
LTS, you’re factually correct but who cares if the share price carries on upward! The headline is fantastic although doesn’t match reality but there will be plenty of investors who just add the share into their portfolio as they see a low share price, and the words “recovery̶1;, “AI” and “Semi conductors” and there isn’t much else like it on the Uk markets.

You could argue that the downside was overdone and perhaps fair value is 30p, even if those folks over at Shadowfall are still banging their drum about IQE being a busted flush again.

Would be great to finally take out that pesky 26p and finish at or above 27p.

In an ideal world we will get a summer update to say we’re ahead of analysts expectations. That way 40p may beckon…
Posted at 10/4/2024 11:16 by lord loads of lolly
Have to say I'm pleasantly surprised by today's market reaction. Guess it just goes to show how low expectations were.

If I were daytrading here (which I'm not), I'd be taking my profits PDQ today, as I don't see the full re-rate lasting. But at least that may mean we lose some of the more obnoxious fly-by-night posters here, who brought the tone - & quality of debate - down.

I think Americo DID kind of stick to his 2027 projections on this morning's webcast, whilst making it clear he wasn't going to repeat them every time. I still don't think they're achievable. But somewhere half-decent in between might be.

Also interesting he still seemed reasonably confident they'd eventually get some money out of the US Chips Act. We'll see....

On the less positive side, what today's presentation also underlined to me is just how sensitive (& largely defenceless) IQE is to fluctuations in the wider semiconductor market. They kept referencing this in terms of the sharp H1 23 downturn. And how they'd since taken action to cut their cloth accordingly. Problem here is it suggests very limited earnings visibility, with the potential for plenty more bumps along the road.

Still, I'd say it's now almost certain better times lie ahead. The question is exactly how much better?

One final observation. If IQE wants to get the market & new investors excited, they could do with polishing up on their presentation skills. I'd recalled Americo's English being slightly more fluent. And whilst Jutta's presentation was fine, it all came across as slightly robotic, scripted & flat (in fact, I found a few small elements hard to understand at all). It's not a criticism, as I know neither is a native English speaker. But a bit of media/presentational training wouldn't go amiss.
Posted at 10/4/2024 08:29 by longtallsally
I’ve been sadly long for a long time, definitely not a short and todays outlook was not “really positive” but merely cautiously adequate. As Crosswires mentions (who is also a LT holder) todays share price reaction is more about no more bad news than anything else and 23p only represents a mid point of the past few months trading. Another newbie to add to filter.

Instead of talking nonsense read back over the message board and you might learn about the other investors here instead of guessing like a simpleton
Posted at 08/4/2024 21:07 by neil100
Z1co,

I can see why purple warned all on this bulletin board about your presence. Your response to his warning is very telling, you’re demonstrating naive investment commentary which you will of course respond to like a child.

Wednesday has the potential to be the most promising day in IQEs recent reporting and I hope it is so for the more mature investors here.
Posted at 05/4/2024 08:48 by crosswires
Don’t worry we’re seasoned disappointed investors here, none of us any longer are influenced by other posters and we all remain sceptical of IQE but are somewhat trapped here until the outlook improves. Our most optimistic poster had a F2F with the CEO recently which was supposedly incredibly positive but none of us really took that much notice because we’re a cynical bunch these days…
Posted at 04/4/2024 13:39 by longtallsally
Part of the problem is that IQE do not communicate much with investors in general and so it’s very difficult to gauge how they are performing and so it’s entirely reasonable for investors to assume they are not doing well, because the majority of time they have underperformed.
Posted at 08/2/2024 23:02 by guildedge
Major shareholders page updated.
Lombard Odier Investment Managers 141,593,743 14.73 (No change)
Canaccord Genuity Wealth Management 128,443,495 13.36 (up 53m)
T Rowe Price Global Investments 88,806,977 9.24 (Down 6m)
Hargreaves Lansdown, stockbrokers 61,085,723 6.35 (up 0.3m)
Citigroup 56,098,087 5.83 (New entry)
Interactive Investor 47,529,752 4.94 (Up 1.8m)
Dr Andrew Nelson* 46,266,881 4.81
M&G Investments 32,726,624 3.40 (New entry. FT Suggests previously 27.74m as of Feb 2022)
hxxps://www.iqep.com/investors/major-shareholders/

It's odd as the Canaccord figure suggests they have sold 8.5m shares since 24/01/2024. Last update suggested they were over 14% on 22/01/2024. This seems a mistake as why would they sell any at these prices? Unless like Citigroup they bought shares to sell on as Invesco wanted out?

The old figures were
Invesco 152,425,639 15.85
Lombard Odier Investment Managers 141,593,743 14.73
T Rowe Price Global Investments 93,927,465 9.77
Canaccord Genuity Wealth Management 85,007,125 8.84
Hargreaves Lansdown, stockbrokers 60,782,047 6.32
Dr Andrew Nelson* 46,266,881 4.81
Interactive Investor 46,118,540 4.80

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