Iqe Share Discussion Threads

[someuwin] 24/12/2016 10:32

ShareProphets Share Tips of the year 2017:

No 4 Buy IQE says Malcolm Stacey

By Malcolm Stacey | Friday 23 December 2016

[amt] 24/12/2016 07:51

Mind blowing numbers but what a great idea. Perhaps a bit of indirect business for IQE Also shows Solar is the future. Large swathes of land are being covered in solar panels on the continent and even I notice in UK. I noticed that comimg into land at Luton.

[2flatpack] 23/12/2016 13:48

Great year and looking positive for the new year.
Thank to all you guy,s for your posts always interesting .
Merry Christmas and a happy new year to all holders.
Cheers

[taffy100] 23/12/2016 11:51

TODAYS STOCKS: THE IQE PLC (IQE) PT RAISED TO GBX 51 AT THE CANACCORD GENUITY

[sweenoid] 23/12/2016 11:23

Poor form Sheepy
There again I guess it's a Pavlovian reflex reaction ....just like your assertion about 'frecking liars' , not something that should ever be said about anything or anyone without a 100% certainty that it's true.

FWIW, for many years I have not completely believed anything or anyone, sad but true. I look at both sides of any argument and try and make sense of it. When ever ANYTHING comes to law, throw out any belief that either sides arguments are the truth, the whole truth and nothing but the truth ;-)

S

[sheep_herder] 23/12/2016 09:49

sweenoid, yes, it was released on the 20th at end of play so the US took note yesterday. Big volume and a big plunge.

If you read the MACOM press about this they have definitely ramped it up. Infineon are stating that MACOM operated outside of the Nitronex license and admited to doing so but refused to update the license to cover that addition. Certainly doesn't sound as one sided in MACOM's favour as you or they make it. Did Sir HY join MACOM?

[lpavlou] 23/12/2016 09:09

I think we're now at the stage whereby we're ripe for being taken out. The newsflow has turned positive and we're still not making any money out of our future growth products. A bid now at 55p would be very hard to turn down. Why wait for another year when the share price will be higher as sales take-off.

[sweenoid] 23/12/2016 08:44

Hi Sheepy
That ' news ' from Infineon came on the previous trading day

Obviously since Infineon are still contesting the case they have to come up with some rhetoric that sounds positive for its shareholders

Any legal case is open to interpretation , however I challenge anyone who actually reads the wording of the interim court judgement to state that Infineon are likely to win ;-) , in fact I would suggest that it would be one of the greatest come-backs against overwhelming odds in legal history.

I think calling Macom 'lying flecks' is a bit OTT when they were merely restating the court judgement ;-)

Which is here-read it carefully



Remember this case is about GAN on silicon , so the judgement has no effect on infineons GAN on silicon carbide-it's a damning verdict, being ordered to inform all your customers of this verdict!, do you think anyone will be progressing in any way, order, shape or form with GAN on silicon deals with Infineon with this order in place?, mind you, if they did they would probably be using IQE wafers, also I would not be surprised if Macom and IQE had some exclusivity deal lined up????

S

[shavian] 22/12/2016 21:27

C'mon Sweenoid, 'tis Christmas, the time of good cheer - we can a dream sometimes. You are right, as ever! Iechyd da.

[sweenoid] 22/12/2016 17:11

An interesting article...if you are into this sort of thing ;-)



Personally, I think talk of a £1 share price here, is rather over enthusiastic, don't you think? Good to be positive as long as it's backed by a fundamental proposition but over-enthusiasm sometimes can seem rather ridiculous.




S

[shavian] 22/12/2016 14:04

Maroni TonyI'm always open to other opinion but I think you are a bit behind the news curve on VRS. I'm beginning to wonder which will be first to £1 sp, IQE or VRS?

[bukko] 22/12/2016 13:12

TW
"£7 by christmas
(Copyright the IMG thread)"

And, if it did,dare I say there may well be some high profile investors who would refuse to accept it expecting more. Then when the opporunity dissapears spend the rest of their lives trashing the CEO at the time for their own poor decision making!

[twatcher] 22/12/2016 09:50

£7 by christmas
(Copyright the IMG thread)

[maroni tony] 22/12/2016 09:43

Shavin, in my opinion VRS is a dog. A company run on debt and acquisition by a Bentley Continental driving megalomaniac.

[effess hay] 21/12/2016 23:30

Sweenoid - do you still own the large holding of SEPU you bought the other day?

[shavian] 21/12/2016 18:30

I'm with Sweenoid on this one. Much As I admire IQE and all it stands for, the scars on my back tell me to stop falling in love with particular shares. A decent take out would enable us to say thank you to IQE and move our money on to another exciting prospect in, say, graphene, such as VRS. Yes £1 per share would be lovely.

[maxibrit2] 21/12/2016 17:04

I'm in very long for the long haul ideally, or my own (current) target takeout price at around £1.00 per share (revising upward regularly over the last few months).

That'd be transformative to my finances !


M

[sweenoid] 21/12/2016 16:03

A Xmas and new year thought based on reality.

I love this company but am investing to make money, therefore before I start I would state that I would welcome any sensible bid

In the last 18months 3 of IQE's 'peers' have been acquired in takeovers

None of these companies offer the breadth of facilities or the manufacturing capacity that IQE offer, indeed 1 company just made wireless wafers. None carried the prestige that IQE brings to the market.

The average buy-out t was x3.5 of revenues was ( varied from x3-x4)

So let's do the math using a projected 2016 revenue of £130milliin, 5 % above the current analyst estimates although Edison has increased to this figure representing a 5% increase on previous targets. FWIW I am hoping and indeed expecting this figure to be nearer to £135million

Taking 675 million shares in issue and given a takeout at a x3.5 of revenue, we get a takeover price of 67p based on current expectations and frankly a comparison with far inferior companies.my estimate is the BOTTOM LINE and MINIMUM in terms of expectations.

This IMHO is the ultra conservative position we find ourselves in as of today
Since I expect 2017 to be the beginning of a hugely positive growth phase, my figures above should prove totally inadequate.

By the way as of today my sensible bid would be 75p minimum and no one is having any of mine south of that figure. That figure is likely to be revised significantly upwards if my positive case scenario occurs, we are on course , all we need is to retain wireless as it is, continue the trend with photonics - easy!, GAN To take over as the main earner- easily possible and solar to at last reap rewards ( much more likely with the increasing oil price)

Go think on that :-)
S

[rogerrail] 21/12/2016 15:57

The potential is there for a multi-bagger so I am a long term holder.

Also when UK firms are taken out the economy loses high value added jobs and we will all be poorer for it. As a case in point if IQE was part of a US multinational then chances are the compound semiconductor cluster would not have happened.

Far from being the highly successful service driven economy much hailed by successive governments , we are in danger of becoming a subservient economy, particularly post Brexit if we start agreeing free trade deals with the likes of India.

[yump] 21/12/2016 14:33

Hmm.

ADVFN posters in favour of a quick buck with a takeover ??%
ADVFN posters who want IQE to be a LTBH to transform their portfolios ??%

Well there's me and presumably sweetnoid, but I don't think that's a big %.

[someuwin] 21/12/2016 13:28

Wonder what the odds are on IQE being bought out next year? Evens or better i'd imagine.

[yump] 20/12/2016 13:54

fwiw I have no intention of attending anything that might affect my objectivity in assessing my investments.

[someuwin] 20/12/2016 10:36

3.7m @ 38p.