Iqe Share Discussion Threads

[lammergeier] 06/3/2021 13:10

https://www.dailymail.co.uk/money/investing/article-9331435/MR-MONEY-MAKER-Computer-chips-process-profit.html

[aimingupward2] 05/3/2021 23:00

Excellent presentation, horneblower, thank you. No doubt in my mind that the share price will be on it’s way back up next week and thereafter.

[bbonsall] 05/3/2021 22:56

Could Rowe be helping Ennismore close their short at a lower price? Maybe Rowe has loaned Ennismore the shorted shares in the first place and is helping Ennismore give them back after getting Ennismore a better price to buy back.

[horneblower] 05/3/2021 21:55

Either this is a major buying op...or we're all doomed (imo)

[bing_b] 05/3/2021 21:15

All the major US semis up between aprox 5% and 10% since UK close - should (?!) help us at the open at least on Monday ..... have a good weekend :-)

[charlie9038] 05/3/2021 18:59

Good time for top up

[adejuk] 05/3/2021 18:32

60p next stop

[tomduck] 05/3/2021 18:31

It was tongue in cheek, i’m not worried, and never saw/don’t see £2 this year anyway. Time for beer, curry, wine and rum. Cheers!

[adejuk] 05/3/2021 18:31

rowe is trashing us. why?

[adejuk] 05/3/2021 18:30

just injected a steroid

[bocase] 05/3/2021 18:26

Tom, You should try being overweight in gold miners like I am if you want to know what a bad week is. However, everything is temporary in the markets and Monty may well be right.

[tomduck] 05/3/2021 17:23

Don’t worry Monty tells us he’s fairly sure we’ll be over £2 by EOY 😉 I’ll settle for £1.20. Enjoy the weekend, stronger stuff needed this weekend after this weeks action 😂

[wattene] 05/3/2021 16:54

Well hopefully the low on 14th Dec @ 67.68 will provide support for uplift next week. Have a good weekend y'all

[hutchmeister] 05/3/2021 16:44

Rowe sold another 1.3 million shares

[volsung] 05/3/2021 16:16

Well I suppose there is strong support around 60p which is around my next buy point

[bocase] 05/3/2021 15:45

Just suffering from the US rotation out of tech due to the spiking bond yields and stretched US valuations. Over 90% of trades are algorithm generated evidently and this is a perfect example. Bond Yields spike, Nasdaq falls, sell IQE and anything else without a catalyst to move it higher. In need of a good catalyst on the 25th. Things can change very quickly.

[thereptile] 05/3/2021 15:26

No 3. Aiming

[volsung] 05/3/2021 15:17

Didn't think I'd be buying these at 69p again. But there ya go

[aimingupward2] 05/3/2021 11:10

What does “I’m all in “ mean anyway? - I’ve got as many shares here as I want and won’t buy more whatever happens? - It’s the only share I hold? - I’m fully invested and have no more cash left to buy anything?

[sweenoid] 05/3/2021 11:03

Grity- the building society 😉 No more betting for me after I cash in with IQE S

[bukko] 05/3/2021 10:56

Re the stream of T.RP holdingsannouncements. if you scroll down to "chain of controlled undertakings" you will find two:- T.RP Associates inc (The ultimate controlling legal entity) and- T.Rowe Price International. These show how the total holding is divided (if equal to or above the disclosure level in each case. Over the past 9 announcements the TRP International holdings have remained fairly constant (9.52% - 9.38%). Like a normal investment. Over the same period the TRP Associates inc. holding since 6/11/2020 has reduced steadily over the following 5 RNSs from 7.6% to 5.6% and not entered over the last 4 RNSs (presumably under the threshold). However the actual holding may be obtained by subtracting the TRP international holding from the total holding. Currently this is 3.7%. (13.13 – 9.38). This looks like a corporate trading entity perhaps using own funds rather than client funds because of risk profile. The trend may mean the exit of TRP Associates inc. leaving TRP International as the on-going investment. Could be wrong of course ,we shall see.

[dickiebird2] 05/3/2021 10:10

Will finish the day blue !!!!

[grity] 05/3/2021 09:43

Sweenoid if you weren't All in on IQE right now , what would you putting your cash in ?

[garth] 05/3/2021 09:39

I trimmed when we failed to hold 77p. Rightly or wrongly I am uncertain what chip shortages might mean for IQE. On one level we might believe that supply side constraint will increase price point for IQE product. But I worry that shortages of complementary components might create bottlenecks which limit demand here in the short term. I just can't quantify that. Am I way off? Or do other LTHs see that as a risk? G.

[dickiebird2] 05/3/2021 09:33

Still on the upward trend line !!!