Crosswires, I think you’re right, and as you say this happened in record numbers this year. I don’t see things improving under KS reign. |
I think many Aim companies will either get taken over or list elsewhere in 2025, more left London this year than for many years. Some of our new board members have pervious on this front |
[...]
Very interesting comparison between IQE and its competitors, many of these companies
are much larger than IQE and they may be interested in taking us out.
Intersting to note that because of the large presence of Institutions on our
shareholder regiister ,it tends to imply within city circles that we may be a more
favourable investment for the long term
Article IQE :COMPETITORS and MARKETS: MARKETBEAT |
Phil Smith's departure is old news that was known about some time ago. |
Another rat leaving the sinking ship today I see.. |
LTS - As I mentioned before, it may seem like death by a thousand cuts right now, but we’re not in RIP territory yet. |
LongTallSally-a big fall on Wallstreet last night has caused this today but plenty
of nibbling on the buyside as well.
Interesting to note that to buy out the final Minority shareholders in the Taiwan
Subsidiary ,they were given shares in IQE at 55p .Good deal for IQE at the time and
may turn to be even better deal next year if the Subsidiary is Floated or sold
beforehand.Roll on 2025. |
2024 IQEs annus horribilis.
May it rest in peace |
Tuck it away and forget about it Sally, it’s going to be a long turnaround with only Taiwan offering any assistance to the share price next year. |
I guess we will end up at 10p again at end of year. Let’s hope it’s not worse as there is very little volume.
What a terrible year for IQE :( |
So far is going nowhere since the drop from 20p |
Would graphene make a beneficial marketing difference to these products? |
Its well recognised that due to the make up of IQE's substantial shareholder list,the
movement of our shareprice is very volatile.When the share price went up to 35p it
got slightly ahead of itself and the sector hitch in demand has led to a 66% fall in
the share price(grossly overdone in my view)
With new experienced Management in place,Keen to turn the Company around,lets hope 2025 will provide patient long term shareholders the success they deserve.It is
at the heart of future GaN and Microled technology to finally achieve its aims.Lets
hope it features as one of the New Year Tip Small Cap Growth Stocks especially with
the huge potential of the IPO in Taiwan |
Thanks Provonar.
Lords you would hope at the very least 2025 won’t be worse!
We desperately need something positive next year to shift the share price because the market isn’t interested in anything risky and is pricing in a long turnaround at present |
That’s if the people at the head of the company are smart enough to realise this. |
New tariffs in the US look like they will impact epiwafer imports:
Import item code 3818.00.00: "Chemical elements and wafers doped for use in electronics" appears to imply epiwafers aswell, as almost all CS epiwafers include some doping to tune the electrical properties of the layers.
What impact this will have on IQE is hard to tell. On one hand, it will help protect the NC manufacturing site from cheaper Chinese/Taiwanese imports; on the other, it will be more difficult to export from Newport/Taiwan to the US. However, the silver-lining is that at least IQE does have distributed manufactuing centres, so can tailor production to avoid tarriffs - easier said than done, perhaps, but at least it's an option that's open to IQE. |
smorales - shame IQE’s 2024 share price hasn’t mirrored BKS’ performance.
Feels like death by a thousand cuts right now.
Surely 2025 can’t get much worse, can it?! |
Lord loads of lolly - I agree, the technology they do is brilliant, just frustrating that they are unable to capitalist better with it. |
I was concerned that Mark Cubitt may be spreading himself too thin, so pleased to see he's stepping down as Chair at Beeks.
"11 December 2024 - Beeks Financial Cloud Group plc (AIM: BKS), a cloud computing and connectivity provider for financial markets, announces the following changes to the roles of the Board of Directors, with immediate effect.
Current Non-Executive Director, William Meldrum, will assume the role of Chair of the Board, and Mark Cubitt, Chair, will move into a Non-Executive Director role, following his recent appointment as Executive Chair of IQE plc. All Board committees remain the same." |
Yep but I don’t see that helping IQE. Currently we’re damaged goods until they prove some clawing back of lost revenue and of course proof of how much Taiwan is worth via listing |
Nasdaq has crossed 20,000 points for the first time and maybe breaking out? |
Just a question of how many investors have the stamina to hold on for GaN and Micro LED etc.
Disappointing drift back down, but investors appetite for anything risky has evaporated |
Yep Micro LED will be needed if AR Galsses are to ever take off into mass adoption. Costs need to fall and tech issues solved, but if we’re lucky this could be a big driver for IQE in 5 or so years. |
MicroLED and AR Technology |
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