Iqe Share Discussion Threads

[bocase] 03/3/2021 16:02

Seems we have a bit of a pattern here. Nasdaq down 1% as the massively over valued FAANG stocks sell off. Clearly algo selling knocks IQE down with them. Hopefully good results and forward statement will bring some disconnect,

[bocase] 03/3/2021 15:40

There is only one reason to buy and that is because the investor expects the price to rise but the converse is not necessarily true, ie just because they are selling does not mean TR Price expect the price to fall. There are many reasons institutions sell, eg window dressing to produce monthly or quarterly reports, raising cash, balancing sectors and being too overweight for their compliance profile with the latter being the most likely here given the rise that IQE has seen over the last year. It should not be seen necessarily as a negative. Having said that. It would be nice when it stops.

[owenga] 03/3/2021 15:10

Given the falling price even though there have clearly been more buys booked than sells today, it looks like T Rowe are continuing to offload.

[tomduck] 03/3/2021 12:52

It’s clearly been the biggest drag on the stock Owenga, shame about timing as I think we’d be in the 90s otherwise. Hopefully they will maintain a 10% plus holding, to benefit from the coming purple patch that IQE are due. However given they saw the share price fall from £1.80 to recent lows it is understandable they want to take some off the table.

[owenga] 03/3/2021 12:36

Had 16.91% prior to 20 Jan. so sold almost 3.8% in 6 weeks.

[owenga] 03/3/2021 12:33

T Rowe are gradually reducing their holding and this is why we have dropped back from low 90s. Now only own just over 13%. I think it has been close to 16% in the past. However, great news that it is no longer lending out any shares to shorters.

[bukko] 03/3/2021 11:47

tangier66 Well done!

[tangler66] 03/3/2021 11:16

Sorry "their" stake ...

[tangler66] 03/3/2021 11:14

Hutchmeister Looking at RNS, the shares on loan (0.25%) have now been returned to T Rowe. At the moment T Rowe have no shares on loan. Overall there stake has not changed with this RNS.

[hutchmeister] 03/3/2021 10:07

Rowe can't make their mind up! Are they day trading!

[bukko] 03/3/2021 10:06

Ignorance is bliss......

[arcadian] 03/3/2021 09:50

Don`t worry Tom. Good English is a moveable feast. Even Sweenoid forgot to put a semi colon after the word things but that`s being really picky and there is too much of that these days!

[nakedjeff] 03/3/2021 08:24

This article on “200mm demand surges” is from Dec 2020 but is pretty good for trying to work out the differences between fabs, foundries, nodes, wafer sizes what companies make what devices, cost of a fab and lots more. hTTps://semiengineering.com/200mm-demand-surges/ Helped me build on my knowledge anyway :-) A little bit of history on wafer size too.

[dickiebird2] 03/3/2021 08:19

Calm down everyone !!

[sweenoid] 03/3/2021 07:58

Kazoom et al I wasn’t getting infuriated by the wider view I wasn’t calling ANYONE an idiot I was in a curmudgeonly way, irritated by the ‘use’ of the wording “No staying power, need Viagra” I was being ultra persnickety that’s all, wish I hadn’t made the comment I was simply pointing out that a non sentient object - in this case the SP, cannot have emotions, to perceive things or to feel things, it certainly can’t have an erection 😂😉, so what’s the point of viagra. Can everyone forget I made the post ✅😊, I usually stick to the ‘core’ subject, I temporarily went off- piste. I apologise if anyone thought I was being offensive. S

[kazoom] 02/3/2021 22:58

Dave, to be honest I wasn't sure which comment you were referring to, but thought it may have been TomDuck's. You shouldn't get infuriated by the wider view. Option 1 - they are all idiots - so when you are right in the end you'll benefit. Option 2 - they are all idiots, but understanding the way the market will react, you'll probably still benefit in the long term, but in the meantime "they" will probably make you long term gains in a shorter timescale.

[sweenoid] 02/3/2021 22:41

You miss my point entirely. It’s simply a question of logical semantics. Most people wouldn’t give a damn....but it enfuriates me! 😉 I will leave it rest Anyhow back to IQE It’s amazing that Mobile World Congress went by almost without notice this year. Back in my ‘Imagination’ days it was the biggest gig of the year. Obviously Covid put the mockers on things, but MWC was NOT a virtual event this year, it was held in Shanghai last week. Our big VCSEL customer, Lumentum Said this “We had a great time at this year's Mobile World Congress in Shanghai last week! 🙌 We got to meet several key customers and partners, covering our advanced 3DSensing solutions and more. They then showed a few photo’s showing the Samsung, Oppo and Nokia booths , wonder why 😉. The BIG VCSEL push this year will be for Time of Flight modules for computational photography, which we are promised is coming big-time to most high end ( and increasingly to mid-end) smartphones in 2021 Of course MWC is an Android even so Apple don’t attend. S

[kazoom] 02/3/2021 19:23

Not sentient, but surely driven by sentiment.

[sweenoid] 02/3/2021 18:47

Since when was the share price a ‘sentient̵7; entity?

[tomduck] 02/3/2021 16:51

No staying power, need Viagra. IQE share price for context. 23 days and counting...

[provonar] 02/3/2021 10:30

In the recent press release about the IQEpiMo cREO epitaxy process, IQE said this was available in 8"/200mm format. This is for filters, not VCSELs. For VCSELs, as others have pointed to, IQE are still on 6" while, of course, looking to get 8" and 12" uniformity developed. As IQEs three main manufacturing sites generally produce with different III-V combinations (therefore different epitaxy processes), they'll hit larger wafer diameters at different times.

[paraone3] 02/3/2021 09:39

As reported in DIGITIMES today , global semiconductor sales increase in 2021 by 13.2% on year and 1% for January , 40b dollars for the month, will be close too half a trillion dollars for the year . More proof of the vast expansion due to 5G , IOT , and Automotive sales , no doubt will continue Pandemic or not

[tomduck] 02/3/2021 09:22

Either way when they land there will only be one supplier for a while of 8” VCSEL wafers 💪

[savvy investor] 02/3/2021 09:03

Very helpful find as usual Seernoid, thanks. The lead they have (no reason to doubt) will, imho be even more vital now that the demand for vscels is really accelerating, so the technology leaders that need the new larger wafers will be already planning with IQE the rollout, as your post also notes. It is exciting!!