Iqe Share Discussion Threads

[meganxmas] 14/3/2017 17:25

yep 100% right

[yump] 14/3/2017 17:22

I thought the figures for next Tuesday are pretty much in the market.
Anything markedly different would have had to be RNS'd.

It won't suddenly produce another 10% growth next week, on top of what was expected.

Its the outlook statement and detail about growth that matters.

[spoole5] 14/3/2017 17:15

Well done big7ime. I sold half at 51p. A 110% return in six months. Will run the other half for free and if we get to £1 will do the same again. Been bitten before with aim companies, profit can disappear very fast. Next tues now has an awful lot of expection riding on it.

[tomyumgoong] 14/3/2017 17:02

* text..........damn!

[tomyumgoong] 14/3/2017 16:59

toptrump,IQE do have spare capacity for expansion, but I think your missing the point! Producing vcsel wafers is a very complicated process, requiring a lot more stages of production than an rf wafer about 30 if I remember correctly! Basically, the demand outstrips supply because we can't make the damn things quick enough....and that is industry wide! Nothing to do with not being able to supply them because we don't have factory capacity! If Sweenoid is a romper, then you are a de-ramped! Touché

[toptrump1] 14/3/2017 16:21

They said in the last figures that they had spare capacity to increase production when required so your statement doesn't even ring true and in your head must sound like a ramp if you qualify it with the not a ramp statement
I'm beginning to think this has been very cleverly ramped across multiple sites and we will get the usual increase in debt, dubious exceptional charges and even a possible placing for "investment in growth and paying down debt purposes."

[toptrump1] 14/3/2017 16:08

Not a ramp? Lol

It's a bit rampy especially as you say it every five minutes

T

[sweenoid] 14/3/2017 16:03

lest you forget ;-)

the 2 main reasons why the ramp up in photonics is so good for IQE

1- VCSEL's cant be shrunk ! therefore more VCSEL's needed=more wafers - unlike the wireless wafers where die size shrinkage means the OEM's can get more bang for their buck from the same number of wafers

2- wireless wafers are pretty simple, BUT photonics wafers need MANY x the MULTIPLE layers of epistaxy - that's a very skilled process that only a few can do, but most importantly increases the margins that IQE can earn from the wafers. Now at present DEMAND exceeds SUPPLY - the bottleneck is not with IQE but with their OEM's like Oclaro and Macom. This is not a ramp-its true and evidence can be found in Macom and Oclaro's earnings transcripts. This means for the medium terms margins will remain high, until that demand/supply issue is sorted....it could take some time :-) :-)

S

[toptrump1] 14/3/2017 16:00

Cue the Zombies

[tomyumgoong] 14/3/2017 15:49

I agree with someuwin!We should already have a pretty good idea of the numbers given the trading statement and Edison report etc! IMO, the share price is just correcting to align with these figures! For me, the interesting numbers will be if we can beat all metrics in the 2017 H1 trading statement! Then the share price could really motor forward towards year end.

[big7ime] 14/3/2017 15:38

The nos I would have thought ARE now the MOST important thing considering it's been yrs in coming. Disappointing figs here next week would spell disaster as expectation is HIgh

[someuwin] 14/3/2017 15:24

Results out one week today.

Personally not too interested in the numbers (they are for last year after all).

Its all about the current trading and all important outlook.

[panic investor] 14/3/2017 14:52

Whatever happens it's looking the the markets are about to turn imho

[dexter5] 14/3/2017 14:33

IQE now advertising for a Gan equipment manager See jobs list on IQE site
They are gearing up for Gan production volume in 2017. Another leg for
exponential growth. Yee haa

[tomyumgoong] 14/3/2017 14:03

rivaldo,Could they be buying to the tune of a Marvin Gaye song???

[meijiman] 14/3/2017 13:54

Thanks tomy. I took a position at 45p so I'm more than happy. Unusually for me I did not fully understand the technology when I bought(particularly photonics)so have spent some weeks on a learning curve. I like the fact there are bulls and bears here-as it should be really.

[rivaldo] 14/3/2017 13:52

Good to see lots of AT trade (likely institutional) buying today.

[tomyumgoong] 14/3/2017 13:45

meijiman.......and we supply Skyworks with the rf wafers!The point I was making that if you compare both charts up until Skyworks broke out above their $37 in early 2014 it was a very similar chart. After it broke out........boom!

[someuwin] 14/3/2017 13:38

Summary

•IQE Plc is the leading photonics epiwafer supplier globally.

•The IPhone8 will take VCSEL’s demand to another level assuming rumoured camera innovation comes through.

•On the assumption that IQE holds their existing global market share, significant earnings upgrades seem likely due to photonic division.

[meijiman] 14/3/2017 13:35

I just have -but they do supply apple!

[tomyumgoong] 14/3/2017 13:25

Just an observation! Go and check out Skyworks chart for the past 8 years........hope IQE's can go the same way!