Iqe Share Discussion Threads

[tomyumgoong] 26/1/2017 14:45

Sheep_HerderEpiworks was purchased by ii-vi last year along with Anadigics if I remember rightly! It's sometimes tough following all these breadcrumbs! Those purchases now starting to make sense!

[sheep_herder] 26/1/2017 14:23

tomy, ever heard of EpiWorks?

[tomyumgoong] 26/1/2017 14:18

Thanks max. This article seems to validate my post yesterday with the iPhone 8 having project Tango 3D sensing technology powered by vcsel semiconductors! ii-iv effectively 'sold out'. More orders for IQE?

[maxwellsdemon] 26/1/2017 14:09

Here is the link reposted:



"II-VI surges on order boom and strong earnings
25 Jan 2017

Stock price surges 15% after the photonics company reveals better-than-expected profits and a bulging order book...................."

[tomyumgoong] 26/1/2017 13:58

This is interesting:HtTps://optics.org/news/8/1/36If the link does not work could someone please repost, I'm having trouble with links...thanks!

[toffeeman] 26/1/2017 08:00

Ipavloy - nah they are (were) short 6m shares so need more volume

[sheep_herder] 25/1/2017 22:40

Blimey, QRVO up at 64 and I bought at 55. Nice. Should have bought SWKS too.

[lpavlou] 25/1/2017 21:08

Good volume today. Could be Ennismore closing their hedge.

[someuwin] 25/1/2017 20:19

Cheers tomy - very interesting!

[tomyumgoong] 25/1/2017 19:52

Hmm, maybe someone can repost the link, can't seem to get it to work! Thanks!

[tomyumgoong] 25/1/2017 19:50

A little while ago I was on my soapbox banging on about Google's project tango and I could just feel everyone's eyes glaze over lol. Well, project tango is just starting to hit smartphones with Lenovo being the first to introduce the feature! So what? I hear you cry, lol. Well take a look at this statement from IQE's 2013 financial report:''Nevertheless, smartphones continue to evolve with the incorporation of sensors and laser projection. These range from biometric sensors, to gesture recognition, and full environment sensing as developed by Google in Project Tango. These sensing technologies are largely enabled by compound semiconductor photonics technology''.Now this:hTtp://www.investors.com/news/technology/click/apple-iphone-8-to-get-3d-sensing-tech-for-augmented-reality-apps/Sometimes these things just take a while to come to market, but this will be the next evolution of smartphone tech!

[rivaldo] 25/1/2017 11:27

Indeed - looks like a Buy of 2,623,192 shares at 40.25p.

[shanieboy01] 25/1/2017 08:59

If that is a purchase of £1000000 worth of shares i have to say someone is confident

[tomyumgoong] 24/1/2017 22:15

Two USA semiconductor stocks today beat analyst estimates! Texas Instruments and Cree reporting!

[someuwin] 24/1/2017 16:48

The four US stocks in the header going well. Oclaro beaking into new highs.

[bobd29] 24/1/2017 15:54

Just been a buy at 40.25. Cannot envisage a lot of movement before March results unless there is an unexpected update beforehand.

[fruitninja84] 24/1/2017 15:20

There has been perfect equilibrium the last few days here between buyers /sellers. It had to give either to the down or upside and the strength of the move will show just how much demand /supply there really is here imo. I'm betting long from 38.25 I could end up wrong with egg on my face. Good luck all.

[sheep_herder] 24/1/2017 12:37

That's graphene based. The Carbonics tech is nanotubes.

[adventurous] 24/1/2017 12:21

poombear - IQE may be aware:

[sweenoid] 23/1/2017 14:08

I certainly do bob ;-) along obviously, with the 'state' of how the 1st 2 months of 2017 has gone.
I have found that attending the AGM (this year mooted June 13), is even better at gauging strategic issues and gives me a much better perspective of future events, markets they are aiming at and why, hopes and expectations etc etc. The last 2 have shown no evidence of pusillanimity looking forward , quite the opposite , that's why I have been buying heavily from 15p up. :-)
S

[bobd29] 23/1/2017 12:00

Ignore post above....wrong thread!

[bobd29] 23/1/2017 11:59

Thanks sweenoid, as you say March could be pivotal. Do you expect detailed comment on forward strategy with the results, assuming of course the CE mark is attained?

[sweenoid] 23/1/2017 10:52

i have highlighted the conference mentioned here before on this thread , I think early March is going to be an interesting 'news' time leading up to our results on the 21st.

can I remind you that Dr Drew Nelson is chairing the meeting ( IQE CEO)

* CS= compound semiconductors , that being what IQE does! ( not trying to be patronising but some will not know)



The CS conference in Brussels runs parallel to two other important meetings for CS companies

and


at the risk of being boring here is the agenda of the CS conference



S

[yump] 22/1/2017 13:47

Groundhog day !

[sabre6] 22/1/2017 11:01

Why are you expecting that particular RNS?