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IQE Share Discussion Threads
Showing 29801 to 29821 of 29825 messages
|Dexter - a minor correction to your post, JPM didn't upgrade Qorvo, they initiated with an overweight.
The same day they initiated Skyworks with a neutral whilst at the same time giving a target share price 12% up of the current price.
Analysts are often clueless in my experience, it's always nice to have them on the buy side of stocks I own but the rationale is often faulty or the result of lazy research.
Surely a 12% rise in share price rates them an overweight with an inflation rate of zero? ;-)
The bottom line is both companies are big customers and major in high growth markets that we will profit from, the best thing of course with Qorvo is that their discount finished at the end of September :-), so even accounting for pricing pressures the revenues from them will get a nice kick- up from October 1st
Both companies report on the same day November 3rd , so their comments will be interesting , of course Apple report at 9pm tonight
Lots no doubt going on in the background , damn those NDA's
|Long term hold. With ARM having gone this company is a front runner.
TU will prove interesting.|
|Interestingly J P Morgan have today uprated Qorvo to overweight because of
their increased content in the iPhone. Should reflect in this half's income for
IQE. Also the driver for AT&T takeover of Time Warner
is because of content requirement as they
plan on rolling out mobile 5G next year 2017|
|And the relevance to IQE is exactly what?
|Apple's new phone struggling......
|Its straining at the leash to head up on next leg to 36.5 before TA|
|Sweenoid, totally agree with you! This is now the time when IQE need to step up to the plate and put their money where their mouths are so to speak. They need to show the market that they are a growth company and can grow revenues! As I said in a previous post.......'beat expectations not just meet expectations', and as someone else pointed out, not just beat expectations by using the devaluation of currency either! We need £63m in the second half to equal our highest ever revenue of £126m( achieved in 2013). Last year H2 we achieved £61m so I believe we can do it and beat market consensus of £124m for the year.If this post seems a bit harsh I apologise, but like you, but I am aware the bod sometimes read these posts also and, although I am sure they are aware of their responsibilities it doesn't harm to give them a reminder now and again!|
|There is no gurantee it will be Mid December Hannath, last year it was but the previous year it was mid January.
My personal preference is the latter , that is a trading statement in January, I am in no rush and the latter date affords a more accurate assessment of how things are going , it also enable a better calculation of how the £$ will affect the bottom line, the rate at close of FY (31/12/16in our case) is used by many companies to assess the way things are presented.
I am hoping and indeed fully expecting that the statement when it does come is along the lines of the last trading statement and at last to hear the magic statement "we expect to beat analyst consensus" ,of course I hope that they will be in a position to say "significantly beat" and add in positive comment on outlook that will be significantly expanded in the actual results in March.
|mid december trading statement|
|When are the next results|
|Wait for next results for it to really get going|
|Sweenoid...cheers, still a way to go before it really takes off.|
|This may have been posted....dated today..Strong buy!!!!
|Can see why these have gone up this year, hopped on.|
|The much-improved forex situation not only protects the downside, but also exacerbates the upside - of which as sweenoid says there should be plenty this and next year.
The perfect investment scenario :o))|
|Quite right SH ...but they won't
I can't see anyway that H2 isn't going to be significantly better than H1 and more importantly the comparator half last year.
I don't see anything upsetting the apple- cart at present, we shall see
|If they only meet their targets due to forex, it's not a positive.|
last year the $ rate was £1.50. Looks like we'll be at $1.20 at the end of this year. If they only make the same turnover in $ as H2 last year, then that will equate to c. £75m for H2. that will get us to £138m for the whole year.|
|Thought for the week!IQE only need £63m H2 revenue to equal highest ever revenue made in 2013 of £126m and beat market expectations of £124m.......can they do it? In H2 last year they made £61m so I think they can! We need to beat expectations not just meet expectations!|
|Wouldn't be surprised if a takeover is on the horizon. Also IQE must be benefitting even more from the pound dropping further. Looking cheap! IMOH|
|Level 2 has been weak for a couple of days (twice as many sell orders than buy)so could see there was little support on there if things turned negative .... however its good to see buyers have come out of the woodwork to take advantage of the dip.
At the moment sellers for 180,000 shares 29-30p .... buyers 250,000 wanted 27.50-28 (so thats our support I suppose) ...... but hardly mega volume ?|