Iqe Share Discussion Threads

[zapa] 09/2/2017 18:08

Yump, remind me what your online business is?

[bobd29] 09/2/2017 17:09

TO was always a possibility but no evidence yet

[yump] 09/2/2017 16:54

Well if IQE gets taken over by an overseas company, we can all bask in the winnings and forget the longer term implications of failing to have a potentially large UK business that might employ some of our children.

Shame the government hasn't got a poison pill stake, just in case.

Oh sorry, I forgot, free market globalisation benefits everyone.

[rogerrail] 09/2/2017 16:34

Seems evident that the recipient of the large sales by Katie Potts and Richard Griffiths has become known to more than a select few and is influencing the sp, wish I knew who it is!

[zedder] 09/2/2017 15:33

Hopefully an exponential curve/chart on the way. There must certainly be some significant accumulation going on somewhere. My holding from 4th July 2014 has just one-bagged! Another chunk from 14th November 2013 is not far behind.

[darkdogs] 09/2/2017 15:26

something 12 inches?

[horneblower] 09/2/2017 15:19

56p on my chart.

[someuwin] 09/2/2017 14:56

...Or even sooner?

[someuwin] 09/2/2017 14:39

At this rate we could see 50p before results next month.

[sheep_herder] 09/2/2017 13:49

Now then now then now then. What's going on 'ere.

[rivaldo] 09/2/2017 13:15

Boonkoh, N+1 Singer's 48p target was simply based on a P/E of 16 for this year's 3p EPS forecast, "in-line with international peers".

Taking next year's 3.6p EPS would give a 58p target. And if all goes well the final 2016 figures and outlook may even lead to upgrades on those forecasts.

Singer's forecast is behind Edison's and Canaccord's of 3.1p-3.11p EPS for 2017.

[netcurtains] 09/2/2017 12:49

Wafer Tech never really gets a word so here is a bit about the company:

Wafer Technology is housed in a 50,000 sq.ft. building in Milton Keynes, about 50 miles north west of London, UK. Crystal growth facilities include high and low pressure Czochralski pullers, horizontal synthesis furnaces (for polycrystalline material production) and Vertical Gradient Freeze furnaces. Wafering equipment includes an extensive installation of Meyer & Berger saws, precision edge rounders and laser marking equipment. Single side and simultaneous double side polishing is performed in class 10,000, class 1,000 or better cleanroom areas with final inspection and polished wafer packaging in a class 100 area.

so how big is 50,000 square feet?

Its this big:

[yump] 09/2/2017 12:35

I think they got it by adding 6 to the answer to the question: 'what is the meaning of life the universe and everything?'

Probably as credible as any other method.

[boonkoh] 09/2/2017 12:23

Does anyone have a copy of the N+1 singer broker report from Dec 2016 where the price target was 48p?I'm interested to know the methodology they used to come up with that number. Was it based on Forward PE projections or market comparables?

[yump] 09/2/2017 12:21

Can the chart tell us when the trend will change ?

Could the chart tell us to buy at 20p ?

I thought not.

[yump] 09/2/2017 12:19

Same place as the Brexit bus got it from probably.

[darkdogs] 09/2/2017 12:18

iqe market cap bobd

[bobd29] 09/2/2017 12:05

Someuwin have I missed something, where does the £300m come from? Thanks

[tomyumgoong] 09/2/2017 11:08

Following on from last night conversation regarding 3D sensing/imaging, check this article out re Lumentum. It gives a very concise explanation regarding the growth potential for this tech. Again, if the link doesn't work could someone please repost.......apologies!hTtp://blogs.barrons.com/techtraderdaily/2017/02/08/lumentum-surges-14-stunning-rebound-on-3-d-sensing-excitement/

[someuwin] 09/2/2017 11:02

£300m for a cutting edge tech co which is at the heart of so many devices and products, and ahead of the curve on so much future tech too, is emabrrasingly low.

Any such co in the US would be rated at multiple $billions - surely.

[cheshire man] 09/2/2017 09:05

Thanks for posting that,,,,,,,looks very positive for holders :-)

[sheep_herder] 09/2/2017 08:58

Or a direct link so it doesn't get lost in the noise.