Iqe Share Discussion Threads

[rivaldo] 24/3/2017 07:20

News of IQE's work on GaN in tandem with Qorvo and Cornell - sounds great, translations into English welcome!





From the first link:

"22 March 2017

Gallium nitride vertical junction barrier Schottky diodes

Cornell University, Qorvo Inc and IQE RF LLC in the USA have reported on work on vertical junction barrier Schottky diodes (JBSDs) produced on free-standing gallium nitride (GaN) [Wenshen Li, et al, IEEE Transactions on Electron Devices, published online 21 February 2017]. The aim was to combine the good characteristics of Schottky barrier diodes and pn diodes (PNDs) for power applications.

etc"

And from the second:

"I. Introduction

GaN holds great promises as a strong material for power electronics due to its superior Baliga’s figure-of-merit ( BV 2 /R ON ) than SiC and Si. High power and high speed GaN lateral devices taking advantages of the high mobility 2-D electron gas in AlGaN/GaN heterostructure have seen rapid advancement in the past two decades [1]–[3], without the need for high quality bulk substrate. With the availability of low-dislocation-density bulk GaN substrates in recent years, vertical GaN power rectifiers with record high performance have been demonstrated in recent years [4]–[9], further showing the immense potential of GaN in the vertical device topology."

[twatcher] 23/3/2017 22:30

A couple of totally different articles on eetmes today, relating to a lesser or great er extent to the markets that IQE hope to serve in the future.


Page 2 of which mentions Germanium in use on future RF circuits.



both relate to Silicon Photonics. I'm not sufficently gen'd up on IQE to know if they are aiming for this market.

[yump] 23/3/2017 16:53

Now that would be an interesting project for someone...

Do left-sided brainers make better investors than right-sided ?

Does excitement and imagination lead you to buy high and then when your right-sided bias gets all gloomy, you sell at the low ?

I wonder how many right-sided vs. left-sided bought at 20p...

[sweenoid] 23/3/2017 16:52

sheepy- you and me have had some run-ins in the past but you have obviously declared a truce of sorts, "Thanks sweet lips" is perhaps overdoing it, but I get the message ;-)

that's a good question, I think it was indeed answered ( I asked- I DO know what to ask at AGM's). It seems clear that to increase capacity would likely mean an acquisition rather than building it.The board were unanimous in saying that they had no plans for another acquisition of any size- full stop.

what I would say is that the collaboration or strategic partnership with Bluglass Announced) is likely to be the way to go, perhaps including other 'partners', certainly for wafers used for LED lighting , Bluglass has a lot of spare capavity and one wonders whether they will indeed be the site for the 2nd cREO enabled facility. I would certainly favour that approach.



as for the chart- its quite frankly f+++++g awesome :-)
S

[richardc77] 23/3/2017 16:49

Yep all the best :)

[aimingupward2] 23/3/2017 16:22

I can't help wondering whether our chartist and mathematically literate friend(s) still think this is a straight line price increase? Perhaps so, but increasingly difficult for the non-expert to see.

[prokartace] 23/3/2017 16:09

I love the market,not. There is never a happy medium! 16p MASSIVELY oversold. now much less than a year later MASSIVELY overbought. What has changed? Nothing. Stock is a 10-15% per year eps grower which would give a 13-15x per. This suggests 40-45p fair value. Having bought at 18p and sold at 46p I will wait happily until the next MASSIVELY oversold moment.

tks and good luck

[someuwin] 23/3/2017 15:55

Not a bad day - for IQE fans.

[boboty] 23/3/2017 15:54

Lucas and top trump your efforts have been in vain. You can't argue with a wall of money who want in. I feel for those who set a stoploss before the results as most would have been triggered by the rapid fall just after. The automatic stop losses may even be the cause of the swing in prices. I look forward to iqe turning into a cash cow - or just get bigger

[yump] 23/3/2017 12:24

Ah yes, the old weak-pathetic holder jibe certainly justify any purchases whatever the valuation or price and clearly present an excellent argument for buying.

btw
I think lily-livered is the correct term. Yellow-livered is not PC and nowadays the thought police are everywhere.

[richardc77] 23/3/2017 12:24

Oh what a surprise...;)

[toptrump1] 23/3/2017 12:15

Forecast for 2018 is 3.4p hardly runaway growth

[panic investor] 23/3/2017 12:15

Shorttermism!

[spursspurs] 23/3/2017 12:13

Agree and always makes me laugh when the sellers continue to spout their useful information telling us all its over priced :)

[aimingupward2] 23/3/2017 12:11

"....always pays to actually fully read an earnings report and buy when the yellow-livered brigade panic ;-)"

Well said sweenoid. I fully agree.

[sheep_herder] 23/3/2017 11:46

Thanks sweet lips. I also got some cheap shares on results day.

I'd imagine they're going to have to invest quite heavily in capcity in the next 5 years. Have they talked about how long they think the current capacity will suffice?

[skinny] 23/3/2017 11:44

A new (recent) high @55.25p

[someuwin] 23/3/2017 11:27

Put it in your diary sweenoid...

AGM: Tuesday 13th June (TBC)

[sheep_herder] 23/3/2017 10:32

Aah, the video. Thanks!

[poombear] 23/3/2017 10:30

I think in the video presentation from last January 50% was mentioned. Not 100% on that.