Iqe Share Discussion Threads

[someuwin] 01/3/2017 14:21

Almost breaking out to new highs.

[panic investor] 01/3/2017 13:12

Spursspurs - you've just ballsed that up im a Leicester fan !Lol

[big_cat] 01/3/2017 13:08

Ok Dr Sweenoid - apologies if my light hearted comment upset you...no malice intended. Your posts are informative and well researched....keep it up...the posts that is.

I look forward to more of your contributions in future.

[grity] 01/3/2017 11:23

I know it's a silly ? , but is anyone
Still adding yet. Feel like going all
In on days like this!

[yump] 01/3/2017 11:21

Well, as long as it keeps going up, I'm happy. The next lot of results will hopefully give some more useful clues.

[poombear] 01/3/2017 10:58

I hope the translation from Chinese to English works, this is a very in depth article on 3D sensor tech and the players within. IQE are mentioned. Not had time to read through. But thought I would post it before I lose the link.



Edit
When using Chrome browser it asks to translate, but with native android browser it didn't. Not sure everyone will be able to read

[lurki0] 01/3/2017 10:37

Yump:

"Its no good just banging on about growth markets and new tech. if you can't split the actual business revenue into likely growth paths and timings"

I doubt very much whether ARM might have been able to do exactly that in a convincing manner before the advent of the iphone and the resultant super expansion in so-called smart technology. Like them (ARM) IQE is simply a supplier to technology conceived and developed by other folk. However the key thing is that such companies have a firm grasp of the the trends, direction of travel etc in which the technology is moving. This is manifestly the case with IQE. Nobody can predict with any accuracy what the actual global market for compound semiconductor materials will be in 3 or 5 years' time; the incredible pace of change in the technology renders forecasting and revenue projections a game for the foolhardy/naive. But in fairness to IQE's CEO he has spoken publicly and knowledgeably about the anticipated acceleration of demand for CS materials over the next few years, and how the company is nicely poised to benefit in terms of the quality of its products and its ability to rapidly scale up production as necessary.

As an investor all you are realistically able to do is research the business, weigh up the probabilities of success and put down your money. If I was as uncomfortable with this business as you seem to be I'd have picked up my marbles and taken a walk ages ago.

[spursspurs] 01/3/2017 10:20

Completely agree , is so boring and detracts from what is currently a very good story

[panic investor] 01/3/2017 10:12

Would be nice just to see posts about the company guys - let everything else just drop maybe ?

[yump] 01/3/2017 08:43

Well for the record I don't think sweenoid is a stooge or a muppet and I haven't filtered.

But I do think he is incapable of distilling all the tech. information he knows, into a set of critical things to monitor, to track whether IQE profits are likely to grow.

Its no good just banging on about growth markets and new tech. if you can't split the actual business revenue into likely growth paths and timings.

He's allowed to post whatever, of course but I don't like the lecturing approach.

But I'm sure 1/2 hour of clear thought could produce something invaluable that could be put in the header for everyone to see. Such as, which product lines are ultimately replacement and which are brand new markets.

'Read my extensive posts' is the answer.

[sweenoid] 01/3/2017 08:06

Taffy100- I have already made a comment about the Skyworks solutions -so the answer is yes

COMMENT -I have muppets like Shanieboy and Yump on my filter- but I can tell by responses that he is once again suggesting I am a company stooge as are 'others'

IT ain't funny, its pathetic and ANY comments about me -good or bad are incredibly boring to most readers, I appreciate the support but let's stick to IQE shall we. At least 3 posters on this bb have met me personally ( at IMG AGM's). FOR THE VERY LAST TIME, I am a retired doctor and am currently a student of history ( amongst other things).

Happy St David's day
S

[netcurtains] 28/2/2017 22:11

shanieboy01: dont be absurd. A £500 million / £1 billion market cap company is not going to employ someone to write two bit messages on a two bit message board.

Employees and ex-employees do write on message boards, not as plants but as themselves (they might have share options). They add a great deal of information about the various different companies they work for and its really important that you do not put such people off. They are the life blood of half these boards.

Yes all LONG people are biased, employees and non-employees. You have to take that as read. I'm long and think this company will be worth a billion quid in the not too distant future, I'm not a plant (although my brain is vegetating) and I know nothing about electrics and computers and stuff. But I do have some trust in people who obviously do. Hence I'm LONG. And I love Cardiff.

[shanieboy01] 28/2/2017 21:29

Not just me.

[lurki0] 28/2/2017 20:42

Shanieboy:

"It has been suggested on this that he is actually a company plant on this."

Actually it was suggested by none other than you. Give it a rest.

[shanieboy01] 28/2/2017 18:39

Big cat. He says he is a gp. It has been suggested on this that he is actually a company plant on this. If he is a gp i hope he is not mine as his mind is obviously elsewhere lol.

[taffy100] 28/2/2017 17:40

Sweenoid

Do you think there are any implications for IQE?

(Page 2) News from MWC

Skyworks Launches Family of Solutions for Rapidly Growing Small Cell Market
Devices Enable Faster Data Rates Across Diverse Environments; Global Operators Utilizing in Network Platforms

[yump] 28/2/2017 16:26

Is the post system working properly, I just saw something about the share price being depressed, which looks like a historical post...?

[big_cat] 28/2/2017 16:13

That was under the belt Jugu!!!

[maxibrit2] 28/2/2017 16:04

Amen Jugu !

[jugu] 28/2/2017 15:17

And is greatly appreciated.

[jugu] 28/2/2017 15:14

Why would someone who is a shrewd investor and who has built up a large personal stake after indepth research not be appreciated/recognised for educating those that have no idea of what the've invested in? This question was asked before by others. You'd be foolish not to have indepth knowledge about the company when you have such a stake.I read sweenoids post as educational validating and furthering my understanding.

[big_cat] 28/2/2017 14:54

Sweenoid never ceases to amaze me with his knowledge of IQE - is he an insider? :-)

[big_cat] 28/2/2017 14:52

Amen Tomy :-)

[tomyumgoong] 28/2/2017 14:40

People of the congregation!'Be not lead into temptation, for thou be forgetting the second commandment of investing in IQE which beist:Thou shalt not try to understand the buys and sells nor try to predict thine share price for thy soul shalt only endure pain and sorrow and eternal damnation! Sorry guys, having a funny turn! Lol