Iqe Share Discussion Threads

[someuwin] 13/1/2017 15:34

3 out of 4 of the US header stocks out of the traps fast.

[yump] 13/1/2017 14:09

I don't know why the Skyworks contract in itself would move the share price, given that the loss of it would cause the share price to plummet. The contract is an expected and necessary happening, unless it has increased in value.

As was said I think twice in earlier years, unless the contract is significantly up or down and likely to affect results materially, there's no real obligation to announce it anyway, although its always reassuring to see.

[tomyumgoong] 13/1/2017 11:23

dpmeyer,Well, between government and the telecoms companies they had better get it sorted soon or Britain will be left behind in the new 'industrial revolution' called 5G.In the 1800's the infrastructure that fuelled the industrial revolution in Britain was the canal network, which I would liken to 2G in telecoms. Then came the railways, lets call them 3G, 4G, the road network. All this new infrastructure facilitated trade and industry making Britain, 'Great Britain'. Hmm, we also had the biggest shipping fleet which traded to the four corners of the earth..........Basically we had all the elements of infrastructure to advance civilisation to what we have today! If we didn't we'd still be living in mud huts. Anyway, this will be a technological revolution and the people who grasp this will win the race! My bet is on the Chinese and South East Asia who recognise the significance of 5G and are not afraid to spend the money on investment!

[dpmeyer] 13/1/2017 10:22

Horneblower - I'm conscious this is seriously OT so I won't extend it, but the answer to your question probably lies in the investment of the different MNOs here in UK and in Europe. There may also be an issue of the relative balance of urban areas (where there's a good density of potential customers to justify beefing up the infrastructure) and rural (where, by and large, there isn't).

I can't say I've seen as stark a difference between UK and Europe as you suggest but to the extent it exists the amount taken by different governments in spectrum auctions may well have been a factor. The UK treasury took far more in our 3G auction than other countries, and every pound that went to Gordon Brown wasn't spent on base stations and infrastructure.

Lots of stuff on the web about this, if it interests you.

[grity] 13/1/2017 10:18

hxxp://money.aol.co.uk/2017/01/13/2-cheap-technology-small-caps-for-2017/

Should give it a boost !

[someuwin] 13/1/2017 10:06

Still very cheap here.

Not many shares offer both high growth AND low P/E.

[lpavlou] 12/1/2017 19:34

Still a large number of small sells going through, with PI's banking 75/150% profits, which is normal. I expect the share price to hover around the 40p for the time being with the next surge on confirmation of this years Skyworks contract which should hopefully be within the next fortnight or so.

[horneblower] 12/1/2017 19:21

dpmeyer,
I'm sure you're right.
Can you then explain why the coverage in Europe generally is so much better (for the locals, not just visitors) than here in the UK, both in cities and in the countryside, even in difficult terrain?
For instance nearly the whole journey between Southampton and London, whether you travel by rail or motorway, has no mobile service. Whereas almost the whole of Europe, wherever you travel, you can receive voice and data coverage.
When my German friends ask me about it I tell them it's because of the high mountains we have in the south of England. Sadly, they think that's funny.

[dpmeyer] 12/1/2017 18:56

Ah well, such is life..

[busterdog2] 12/1/2017 18:51

He's simply extracting the urine.

[dpmeyer] 12/1/2017 18:26

Yump - if that was to me I'm not sure quite what you're asking. Could you be a bit more specific please?

[yump] 12/1/2017 17:30

What about Big Data, surely that's involved somewhere ?

[dpmeyer] 12/1/2017 17:25

Horneblower- you're wide of the mark on this. Mast/base station sharing between operators is very common and routine. 'Best-signal switching' is generally called national roaming and is unusual in Europe except for users from other countries. There are quite specific commercial reasons for that

If you'd paid some of the >21 billion pounds the government took in the 3G auction a few years ago, how would you feel about other companies being given access to that very expensive spectrum now? Other countries are in a similar position.

I don't know what you mean about Racal (and presumably Cellnet). Apart from the spectrum its successors still have (1G and 2G) there's no issue there about competition now, and no other legacy issues I'm aware of.

5G may prove to be revolutionary but it'll build on 4G, specifically LTE, as 4G built on 3G. The idea is to use lower band spectrum (<1GHz) to provide wider coverage in rural areas at lower data rates. High-end spectrum (>6GHz, and potentially much higher than that) is more appropriate in urban areas where the infrastructure can support the greater number of users, higher data rates and easier economics that apply there.

In any event there's a lot of CS required for infrastructure, base stations and user terminals, which is all good for IQE holders.. ;-)

[horneblower] 12/1/2017 15:54

What we need is to switch to the method that every country but the UK uses, ie compulsory mast sharing and best-signal switching.

We seem to have three times the number of masts in this country for a third of the coverage. I know it's a legacy of the original government agreements allowing RACAL a monopoly, which may have been necessary then, but it's the worst system in the world for our current coverage.

[lord gnome] 12/1/2017 15:50

So no chance of 5G here in rural Norfolk, then. Not in my lifetime by the sound of things. Signals here are very hit and miss already and if 5G has a shorter mast range then I will be needing my own personal moveable mast to get any sort of signal. I don't ask for much, I just want to make the occasional phone call.

[sheep_herder] 12/1/2017 15:39

Aye, but there's PCAS for that.

[horneblower] 12/1/2017 15:37

I was rather hoping that where there are currently non-spots for 4G there would be better coverage with 5G. Sadly that seems not to be the case.
If you don't get 4G now, you won't be getting 5G anytime soon.

[someuwin] 12/1/2017 14:44

N+1 Singer have put out some sort of note today reiterating their BUY rating for IQE and 48p target.

[sheep_herder] 12/1/2017 14:33

No, in your house you'll use wi-fi. You only need the repeaters where there's high footfall and you need the coverage. The phones will have dual use 4G/5G anyway which is even better as the RF front end is even more complicated.

[tonsil] 12/1/2017 14:17

HorneblowerSo it makes sense then if mm waves are that poor for each house to have its own aerial that maybe converts the signal to Bluetooth or wifi?

[tomyumgoong] 12/1/2017 13:31

Just a thought:I have been given the task of scouring the net looking to buy a fridge/ freezer for my sister.....her's has just given up the ghost! I advised her to turn up the thermostat to see if that rectifies the problem to no avail. The thought occurred to me....how many of us actually know what the thermostat is for, when we should change the settings, what temperature it should be set at for different foods etc? I guess most people don't! 5G and the internet of things will eventually change this! A thermostat connected to the network that automatically adjusts depending on the ambient temperature and the foods it 'recognises' you put into it! No more 'guesswork' involved in setting the thermostat, or not, in most cases! No imagine the size of the 'white goods' market all waiting to connect to the internet of things all using compound semiconductors in their wireless chips!

[yump] 12/1/2017 13:27

I've changed my mind now having read a lot more.

Clearly IQE will benefit from just about every tech. development in the known world and as a result I'm now so excited that I bought some more.

Share price looks like its going to make a break for freedom soon as well.

See, I've got with the program.

[horneblower] 12/1/2017 12:54

Thanks S_H.
Fascinating stuff.

There are many obstacles to rolling out 5G, then.

Not like 4G at all. To work in cities, a miasma of small and very small cells are required due to the reduced penetration of millimetre wavelengths.

"the transmission range for millimetre waves is about a tenth that of 4G.
Also, millimetre wave frequencies don't pass through solid objects very well, which would prove a problem for indoor and urban reception."

It's strangely reminiscent of the changes in computing in the 70's and 80's when the power of mainframe computers was usurped by pc's. Then in the late nineties and noughties the power of the pc's is being eroded by tablets and smartphones. Part of the reason for these changes is down to the speed of comms.

As the technology advances so do the systems of government alter to accommodate where people power resides. Democracy has itself morphed into a new form...or it had better, if it is not to be itself usurped by a more 'efficient' system

[sheep_herder] 12/1/2017 11:53

horneblower, try "5g cell tower". More US stories than UK ones.

Such as

[tomyumgoong] 12/1/2017 11:48

This is a revolution guys! It's difficult to get our heads around it!