Iqe Share Discussion Threads

[lpavlou] 30/11/2016 13:42

Tomyumgoong,
If they only come up with £63m for H2, the share price is going to tank. I'm looking for £70m+ and ideally nearer to £75m. IF its as good as I think it will be, then they'll have to issue an update in December. If we don't get one in December, then I will start to reduce my holdings as it will only be inline with the estimate.

Good to see we're consolidating around the 35p mark and the update will determine whether we're at 40p or back to 25p.

[lord gnome] 30/11/2016 13:03

Stef Winwood on Mastermind: Specialist Subject: The Bleedin' Obvious.

(With apologies to Basil Fawlty)>

[sheep_herder] 30/11/2016 12:59

someuwin, would you work on a collaboration if you didn't see any future benefits?

[someuwin] 30/11/2016 12:56

Tweet yesterday from BluGlass IR bod...

stef winwood ‏@StefWinwood · Nov 29

We have chosen to work with IQE, (due to the) impact that the applications we will be co-developing could have on the industry in the future

[tomyumgoong] 30/11/2016 11:25

I know I've said it before and your all probably sick of me banging on about it but IQE need £63m in the second half to equal their first half figures and match 2013's best ever results! Beating 2013's figure would give IQE a major psychological boost and hopefully propel the share price further into 2017. This would show the market we can grow our topline which is just as important as concentrating on managing the bottom line! I'm really hoping IQE can achieve this figure and more in H2

[big7ime] 30/11/2016 10:42

I favour Dec for good momentum and the share tips which IQE must feature in this yr

[sweenoid] 30/11/2016 09:54

Critter
Been called a few things in my time, not sure about your epithet, but it's decidedly better than some of the adjectives that I have had thrown in my direction ;-)

Still in IMG, a large holding but took nice profits there and bought a portfolio of property, the London apartments has appreciated by 75% since those heady days of 2011 :-)

I don't talk about TMZ - no w FST!

I see as much potential in IQE as I did in early days IMG , but I don't think I will 30 bag here.
FWIW , I have said for 2-3 years it was cheap to buy up to 35p, I revised that as cheap as chips to 41p recently.

My target share price for 2017 is 65p which is easily attainable IMHO, a realistic re-rating alone would take it to 40p+. My exit point is changing , but at present would not sell a single share short of 75p

I am doing a rearrangement of finances and will be adding to my holding yet again prior to trading statement, I was hoping for the share price to come off a bit but I think it's going to consolidate here at 35p , we shall see. The next question is when the statement will be - circa mid December or early January, I favour the latter, But may have to hedge for the earlier date for the next buy

The dogs are calling......
S

[tonsil] 30/11/2016 09:50

That's why we're all in here!!

[someuwin] 30/11/2016 09:30

Had a small top up today.

At less than £250m IQE really is too cheap for the global tech player that it is.

This surely has to re-rate dramatically, or get taken over.

[critter] 29/11/2016 20:29

Good Lord, Sweenoid!!! I remember you as being my guru back in the good old days of soaring IMG SP!! Still keeping the IMG/TMZ faith or moved on? Personally been in PAY and XLM since unloading IMG and TMZ (IMG having paid for me to travel the world!)Upmost respect.

[poombear] 29/11/2016 20:11

Sweenoid you old conversation killer.

[sweenoid] 29/11/2016 13:13

Poombear+dark dogs
IMHO the chance of that £600,000 'contract' between Bluglass and a UK company.....being IQE is about ZERO

And read my lips - consolidation is healthy, in order for stocks to go up there has to be buyers AND sellers.
S

[davebowler] 29/11/2016 12:40

........How RPCVD Works

RPCVD works in a similar way to MOCVD where chemicals are introduced into the reaction chamber for decomposition.
​​​;
Whereas MOCVD uses ammonia (NH3) as the source of nitrogen, RPCVD uses nitrogen gas (N2) passed through an electrical coil that generates a plasma. This arrangement provides a direct source of nitrogen used for the deposition of GaN.

The nitrogen plasma generation is not dependent on high temperature to provide a source of reactive nitrogen atoms. This allows for the grow​​th of GaN to be carried out at much lower temperatures than those used in MOCVD while maintaining the critical crystalline quality necessary for high performance devices.
​
Nitrogen is safer to handle and does not require scrubbing compared to highly toxic ammonia used in MOCVD.

[tini5] 29/11/2016 12:40

Believe it's called selling into strength. Having said that, it consolidates and allows more purchases for those who are stake building for movement into higher prices.

[twatcher] 29/11/2016 12:37

A share price that has more than doubled in 4 months is bound to have some people happy with their profit.

I know that I sold @ 27p in Aug having bought for just under 17p in Jul. (Good fortune that is sadly not in keeping with my general stock history). Bought back again a few p cheaper in Sept and have been adding since.

[rogash] 29/11/2016 09:57

Always seems to be a bloody persistent seller here.

[poombear] 29/11/2016 09:53

Darkdogs I posted that article last week and thought it alluded to IQE. Seems so.

poombear - 21 Nov 2016 - 22:40:09 - 29459 of 29520
This is interesting. Would this be with IQE?

[sweenoid] 29/11/2016 09:18

Excellent announcement today with Bluglass a company on my watchlist

Very briefly, because the technology is complex, the jist of it is that Bluglass are an Australian company that are all about developing a new technology called RPCVD which will rival the impncumbent MOCVD technology ( ignore the long words just causes noise)
Why? And what for?
It's all about LED lighting ( huge growth) power electronics for power conversion and solar cells- all huge growth area's especially the 1st 2 and of course of specialist interest to IQE

THE KEY ADVANTAGES OF RPCVD are it has a low temperature manufacturing process, producing INCREASED performance , critically with LOWER COST inputs

In other words - the holy grail of new technology - lower cost and better performance than the incumbent technology
Look here



It's interesting to look at the slides in their recent AGM presentation , very informative.




Bluglass are at a pivotal stage in their development , their income is of course limited and costs have been high accumulating patents and their basic know how , they are just starting to capitalise on this 2016 has been a great year for them developing close commercial contacts with 2 heavyweights of the LED industry- lumileds and HC semitech

In summary a dynamic relationship with an up and coming company with great IP that could cause disruption in multi- million $ ( dare I say billion) markets

:-)

S

[someuwin] 29/11/2016 08:48

BluGlass Managing Director, Giles Bourne said:

"We are delighted to have formed a strategic partnership with IQE, one of the world's leading compound semiconductor foundries, supplying many of today's leading semiconductor manufacturers.

"We have chosen to work with IQE, based on the enormous market potential and impact that the applications that we will be co-developing could have on the semiconductor industry in the future. IQE is committed to cutting-edge innovation and their diverse product portfolio makes them a very compelling partner to be working with."

[poombear] 29/11/2016 08:23

This gives a nice explanation of what Bluglass brings to the table.

We bring cREO.

[bigbigdave] 29/11/2016 08:19

No tratante, sounds good tho :o)

[tratante] 29/11/2016 08:15

Anyone explain what it means technically in words of one syllable?