Iqe Share Discussion Threads

[spoole5] 24/2/2017 19:52

It's different this time.....

[jugu] 24/2/2017 19:01

If I remember rightly a very reluctant long term investor, surprised your still here.
Considering you didn't have much confidence in the company or those running it.

[shanieboy01] 24/2/2017 18:54

Set your stoplosses. This is coming from a long term investor here. I watched these plummet from 60p last time.

[rutter] 24/2/2017 15:10

Well if you can identify BUYS from SELLS , then you are a better man than me

[poombear] 24/2/2017 11:47

Looks like new applications for IR will soon be mainstream in mobile phones. The video posted yesterday, mentioned IQE had 80% of this market, so assuming this is the same technology, mass market applications for IR compound semiconductor epitaxy may be on the cards in the next few years.

[tomyumgoong] 24/2/2017 11:39

FWIW,In 2014, IQE split its operations into 6 separate divisions, these being: Wireless, Photonics, Infrared, Solar, CMOS++ and Power.Previously there was just, Wireless, Photonics and Electronics. I think this is significant, as it shows the company is targeting these areas specifically and is treating these divisions as businesses within a business.....so that's 6 businesses for the price of 1. We have, in the past, I believe, only been valued by Mr Market for the wireless business as other operations haven't added significant value to the company......wireless has really been the 'cash cow'! However, that could soon change with Photonics set to add significantly to the pot.....as I mentioned in a previous post, possibly £26m+ for 2016.I suggest people go and have a look at IQE's website and read about these 6 divisions and the business needs they will address! It doesn't take very long to read, is well written and is easy to understand! Revenue from these other businesses should only propel the share price higher IMO.

[brucie5] 24/2/2017 11:10

I added this morning, on the back of the video presentation. Chart does seem ahead of itself somewhat, but the technology, or at least the way it came across (!) seems extremely scalable, and across so many growth sectors. Best big idea I seemed to get was that IQE is set to progressively replace limited but cheap silicon, with far more efficient compounds, across several markets. Solar stands out to me, as it is clearly so much 'of the moment', and silicon efficiency, so low, in translating the energy.

But I'm no expert. I just have a good feeling about this share, after years of disappointment. And give the decline of the GBP, unfortunately, it will need to start reflecting a TO risk premium. Wouldn't go for less than £1 as things stand.

FWIW, NAI.

[yump] 24/2/2017 07:26

Well it will be interesting to see where the growth in profits and earnings comes from. Photonics was said to be showing strong double digit growth in revenue, so I assume that's 15%+.

No problem understanding what IQE do, but that's not the analysis I'm thinking about but nobody wants Groundhog day again, so I'll shut up.

Should be due the annual 'contract renewal with Tier 1 customer' announcement soon, which is presumed to be Skyworks ? - which I'm sure someone thought would be higher than last year's. Presume its still an RNS worthy thing.

[rutter] 24/2/2017 07:17

......and he's only the financial director. GULP !!!!

[agaudry] 24/2/2017 07:10

Rutter,completely agree. Thanks cs very useful time spent watching this presentation.

[rutter] 24/2/2017 01:32

CS. Thanks for the link. PR is some smart guy. Great presentation for a non technical bod as myself.

[cotswoldsparky] 23/2/2017 21:11

yumpie,

Have you seen the presentation given by IQE to investors about a year ago? If you haven't, it's well worth watching as it answers a lot of your questions.



You get a good fairly non-technical overview of the company and markets - I'd recommend anybody who has jumped on the bandwagon in the past few months to pour yourself a glass or three of fizzy pop and settle down to watch it - about an hour long.

If you watch this and still don't understand what is going on at IQE, maybe tech stocks aren't for you... ;-)

adventurous hits the nail firmly on the head with his summary (#898). I'm also very overweight (in more ways than one) on this one...

CS

[big7ime] 23/2/2017 19:57

Yump Double digit growth is expected though and very likely to accelerate through their diversified activities which are in their early stages, the effect of rfmd clawback ending aswell and reduction in debt, the end to the misunderstanding of those few big Shorters, (one left from 2014) the realisation of undervalue with ridiculously low p/e and so on and so on as has been explained here is finally being seen by greater numbers of investors with the help of the many tipsheet articles of late. The fall to the very low price last yr you could say was misguided and overdone, ideally shouldn't have happened and maybe therefore your base should be 35 or 40 is maybe more appropriate Yump, then the rise may seem more palatable. 60p right now wouldn't be overvalued IMO and was actually the price many yrs ago! So for really long holders the rise hasn't even started. But that's all irrelevant. Yump you must have had your reasons for buying and what realistic price you expected to see and to most of us here it is pretty clear that your tgt price was reached a while back. Maybe it was based on historical figures and p/e PER etc. Once the growth is apparent in the figures the low p/e could quickly move to a higher p/e IMO - I mean the share price doesn't have to follow the exact figures in the accounts, I.e there's an element of what I'd call expectation gearing yump otherwise all companies would have the same p/e
I imagine IQE will become a high growth co with a much higher p/e and therefore a multi bagger from here, we don't have many really good high tech prospects IMO
The dog bites back..

[horneblower] 23/2/2017 18:56

No gut feel.
I had no idea what the company did, or any of its fundamental metrics and, frankly, still don't.
The chart, however, still says 60p and then, after a correction, even more.

[tonsil] 23/2/2017 18:29

Fair enough. We'll find out very soon. You'll soon have some growth to make you feel better about IQE.

[grindertraderuk] 23/2/2017 15:46

Hi. I am new to this board but recently invested taking advantage of the momentum on share price. Bought in 1st February and happy for the 17% or so increase since then. I use stops and moved to break even.

I see there is some debate going on over the quality of the company. I found the stock through s-t-o-c-k-o-p-d-i-a and is ranking quite high. The outlook was positive too. Happy to hold.




best wishes
Ian

[adventurous] 23/2/2017 15:11

In the past we've had those who did not understand the directors shareholding deals which saw a reversal of the shorting to 11p - we also had those who did not understand accounts and the assets for discount swap and product lock-in - we had those who thought Qualcomm knew what they were talking about (yep some really believed) and now we have some who cannot believe the careful strategy is showing signs of paying off - happy to be well in with more than a six figure holding.

[boboty] 23/2/2017 15:06

Hasn't iqe put out an rns stating that earnings are significantly ahead of forecast/expected

[lurki0] 23/2/2017 13:24

Jugu - who knows, maybe Husbod would have got his 'nicker' a share after all!

[jugu] 23/2/2017 13:13

Shame longtermers like husbod jumped ship. But totally understandable how frustrating holding here has been till recent history. But now is the time to be holding as it is becoming apparent of the value being held here.

[sheep_herder] 23/2/2017 12:16

QCOM use TDK

[lurki0] 23/2/2017 12:10

I've held IQE since 2006, in fact since the days when Husbod was as active on this thread as Sweenoid currently is. Long story short: the nature of the current rise is - in my view - quite unprecedented for this share. You only have to look at the 50/100/200 MA over the past year to see its price is now being propelled by buying of a firm and sustained order. Momentum of this type is quite unique in my experience - and invariably heralds a complete re-appraisal of a company's ability to exploit its market and generate serious cash. This rise is of a different order to the rumour-fuelled excess of 2010, the principal difference being IQE's IP will, as many here have already said, play an integral role in the ramp up of next generation photonics,infrared and Gan-based power control systems over the next five years. Yes the share price has doubled in the past 6 months, and nobody got broke taking a profit. But that 1 year chart is giving me a very warm feeling right now. So I'm holding - and for a lot more. Still, as the saying goes, dyor etc etc..