Iqe Share Discussion Threads

[lpavlou] 25/1/2017 21:08

Good volume today. Could be Ennismore closing their hedge.

[someuwin] 25/1/2017 20:19

Cheers tomy - very interesting!

[tomyumgoong] 25/1/2017 19:52

Hmm, maybe someone can repost the link, can't seem to get it to work! Thanks!

[tomyumgoong] 25/1/2017 19:50

A little while ago I was on my soapbox banging on about Google's project tango and I could just feel everyone's eyes glaze over lol. Well, project tango is just starting to hit smartphones with Lenovo being the first to introduce the feature! So what? I hear you cry, lol. Well take a look at this statement from IQE's 2013 financial report:''Nevertheless, smartphones continue to evolve with the incorporation of sensors and laser projection. These range from biometric sensors, to gesture recognition, and full environment sensing as developed by Google in Project Tango. These sensing technologies are largely enabled by compound semiconductor photonics technology''.Now this:hTtp://www.investors.com/news/technology/click/apple-iphone-8-to-get-3d-sensing-tech-for-augmented-reality-apps/Sometimes these things just take a while to come to market, but this will be the next evolution of smartphone tech!

[rivaldo] 25/1/2017 11:27

Indeed - looks like a Buy of 2,623,192 shares at 40.25p.

[shanieboy01] 25/1/2017 08:59

If that is a purchase of £1000000 worth of shares i have to say someone is confident

[tomyumgoong] 24/1/2017 22:15

Two USA semiconductor stocks today beat analyst estimates! Texas Instruments and Cree reporting!

[someuwin] 24/1/2017 16:48

The four US stocks in the header going well. Oclaro beaking into new highs.

[bobd29] 24/1/2017 15:54

Just been a buy at 40.25. Cannot envisage a lot of movement before March results unless there is an unexpected update beforehand.

[fruitninja84] 24/1/2017 15:20

There has been perfect equilibrium the last few days here between buyers /sellers. It had to give either to the down or upside and the strength of the move will show just how much demand /supply there really is here imo. I'm betting long from 38.25 I could end up wrong with egg on my face. Good luck all.

[sheep_herder] 24/1/2017 12:37

That's graphene based. The Carbonics tech is nanotubes.

[adventurous] 24/1/2017 12:21

poombear - IQE may be aware:

[sweenoid] 23/1/2017 14:08

I certainly do bob ;-) along obviously, with the 'state' of how the 1st 2 months of 2017 has gone.
I have found that attending the AGM (this year mooted June 13), is even better at gauging strategic issues and gives me a much better perspective of future events, markets they are aiming at and why, hopes and expectations etc etc. The last 2 have shown no evidence of pusillanimity looking forward , quite the opposite , that's why I have been buying heavily from 15p up. :-)
S

[bobd29] 23/1/2017 12:00

Ignore post above....wrong thread!

[bobd29] 23/1/2017 11:59

Thanks sweenoid, as you say March could be pivotal. Do you expect detailed comment on forward strategy with the results, assuming of course the CE mark is attained?

[sweenoid] 23/1/2017 10:52

i have highlighted the conference mentioned here before on this thread , I think early March is going to be an interesting 'news' time leading up to our results on the 21st.

can I remind you that Dr Drew Nelson is chairing the meeting ( IQE CEO)

* CS= compound semiconductors , that being what IQE does! ( not trying to be patronising but some will not know)



The CS conference in Brussels runs parallel to two other important meetings for CS companies

and


at the risk of being boring here is the agenda of the CS conference



S

[yump] 22/1/2017 13:47

Groundhog day !

[sabre6] 22/1/2017 11:01

Why are you expecting that particular RNS?

[lpavlou] 21/1/2017 16:20

For what it's worth I'm expecting an RNS this week confirming the 2017 Skyworks contract. Not expecting the share price to react unless it's materiallly different to last years contract.

[bobd29] 21/1/2017 00:48

Agreed, third party customer growth is clearly good but we will not know what it means to IQE until an update accompanies the results in March. Future growth prospects for each division, based upon customer growth, should be positive for the share price but to what extent depends on the figures...some extent may be priced in already, be prepared to reign in expectations. Be pleased to see 45p by half year.

[prokartace] 20/1/2017 23:28

Look forward to company related comments, thoughts and news and less of the 'keep up with the Jones' thank you

[shanieboy01] 20/1/2017 19:31

My personal opinion is sweenoid is much more than a private investor.

[someuwin] 20/1/2017 14:48

Skyworks making a move.

[grity] 20/1/2017 11:20

With all this positive newlsflow
From our top customers. Closing over
40p would be a step in the right
Direction & a positive sign!