Iqe Share Discussion Threads

[someuwin] 15/12/2016 09:49

Had another top-up here today.

I think I'm firmly in the overweight camp now!

[shavian] 15/12/2016 09:01

Did I detect a hint of condescension in the Tempus piece in the Times - a typical bit of sneery City upper-lip curling use of the word 'Welsh' in the article, which was in any case tucked away at the bottom of his column? Had IQE been based in say Cheltenham the location would not have merited a mention. Or am I being paranoid? We'll show 'em when the results come out. Cymru am byth!

[lpavlou] 15/12/2016 08:07

Positive announcement as expected yesterday. I think they have underplayed the growth in photonics as we could see 50% growth for H2. They have also managed expectations on debt levels, which will have "notionally" increased due to the $ strength. Its only notional as the amount in $ wont have changed, but the exchange rate will mean that when translated to £, it will be up. We should now have a solid base in the 35/40p region and the next step up will come with the results.

[prokartace] 15/12/2016 08:02

IQE has released a trading statement for the full year to December 2016. Strong trading has continued across multiple markets and the group now expects to exceed full year expectations for both revenue and adjusted operating profit. The Wireless business has performed in-line with expectations while Photonics continues its strong performance, showing double-digit growth year on year. The pipeline in Photonics continues to be strong and the group has flagged increased capital investment in H2’16 to capitalise on these opportunities. We continue to see IQE as an IP rich market leader, in an exciting field experiencing strong structural growth. We see potential for further outperformance in both Wireless and Photonics and increase our target price to 48p (from 35p).

[skinny] 15/12/2016 07:50

Here's the link :-

[sweenoid] 15/12/2016 07:49

The Tempus comment quoted by techno20 above is obviously a statement of the obvious- here is the small piece at the bottom of the Tempus article



Cheap as chips to 45p -that's me not Tempus ;-)

S

[techno20] 15/12/2016 07:45

Congrats to all - excellent day yesterday. Positive comment in today's Times....concluding comment "Some wonder if IQE will be the next tech company to attract the interest of an overseas buyer".

Based on the progress being made, increasingly hoping it doesn't happen anytime too soon! GLA Techno.

[shanieboy01] 15/12/2016 04:02

Happy it did not fall today half expected a typical iqe responce

[fft] 15/12/2016 03:03

Has anyone got the peel hunt note that would have been issued along with their new price target ? It would be interesting to see their rationale.

[richardc77] 14/12/2016 18:46

Very happy to be massively overweight

Doesn't bode well for you for the festive period...😂

[big7ime] 14/12/2016 17:40

Good to see it hold today, things are certainly a changing with this share!

[panic investor] 14/12/2016 16:26

Added 38963 to the Isa

[hammerd2] 14/12/2016 15:03

Very pleased to have got rid of my last IMG ISA holdings and moved the proceeds into even more IQE yesterday. Rarely do I guess in such a timely manner :-)

Very happy to be massively overweight in my IQE holdings at the moment. Unlike IMG there seems an actual real route to increased revenue here.

[big7ime] 14/12/2016 14:53

Yep, big gap up there. Positive press will help, then the results actual

[yump] 14/12/2016 14:25

So are you here for the long term based on fundamentals, or are you looking to make a really quick profit at 60p ?

Rhetorical question of course.

[hannath] 14/12/2016 14:14

Lets see if we have buyers from across the pond, now that they are out of bed !

[someuwin] 14/12/2016 14:05

Right hand side of the chart should complete in time to take us back up to 60p.

[skinny] 14/12/2016 13:27

Peel Hunt Hold 38.00 33.00 35.00 Downgrades

[oldscallop] 14/12/2016 13:03

A decent trading update on RNS this morning - full year results anticipated to be ahead of previous expectations.

[sheep_herder] 14/12/2016 11:55

Yes, agreed. That's what I was saying. The reported £ denominated results will be higher, but because they deal in $, aside from UK costs which are tiny compared to fab costs, there will be no benefit.

[dr_smith] 14/12/2016 11:41

Sheep-herder - I believe they are saying that in context of $ receipts go out as $ spend so don't make profit upon conversion to pound.
Their statement implies to me UK pound staff cost is minor compared to other costs - overseas staff and other production costs.

[sheep_herder] 14/12/2016 11:08

spooky, they said there was no improvement to profitability from currency changes.

[someuwin] 14/12/2016 10:30

Put a few more of these in the SIPP today.

Over time these will just keep rising.

[spooky] 14/12/2016 10:26

I wonder how much of the improvement was currency driven, i would like to have seen them break that down. The fact that they did not leaves me slightly less enthusiastic.