Iqe Share Discussion Threads

[yump] 27/3/2017 15:02

Is that supposed to be ironic coming from you ?

[sweenoid] 27/3/2017 14:52

Excellent interviews with Drew Nalson
As per AGM's he comes over very well, and explains complex issues with clarity.
I think the content of the interviews answers a lot of the questions raised here and clarifies that Macom are the main GAN on silicon partner. The opportunities short- medium term are mouthwatering:-)

My dad always said " don't speak unless you can improve on the silence", many on here woukd do well to take his advice ;-)

S

[poombear] 27/3/2017 14:33

Thanks Rivaldo, also good to hear that Capex will be back to previous levels in 2017, and spend increase in 2016 was specific opportunities.

[sheep_herder] 27/3/2017 14:19

boboty, you're talking to an IC designer who once designed CPUs at ARM. :-) And I think you're barking up the wrong tree. The current CPUs and products for IoT are plenty powerful enough and can last years on batteries. The products that will be aimed at powered devices like fridges, light bulbs etc, obviously don't need to be power sipping battery savers as they'll have power. My belief, and certainly for the initial ramp up of the next 3-5 years, is that CS will only find use cases in the RF side of the IoT system. Perhaps also in some of the sensors.

[rivaldo] 27/3/2017 13:58

New video interview with the CEO - keep watching for each new clip. Good summaries of the potential for 3D sensing, VCSL's etc:

[yump] 27/3/2017 13:21

Graphene will soon be obsolete when Kminus complexes are commercialised.

[shavian] 27/3/2017 13:11

And all of these 'things' will need a low-cost RFID to communicate with each other. These will have to contain graphene to be effective at low cost. Have a look at what Cambridge Graphene is doing to commercialise the mass screen printing of graphene-enhanced electronic circuitry. The low-cost miniature RFID will be with us shortly, which will enormously enlarge IQE's market for the IoT. Cambridge Graphene is a subsidiary of Versarien plc (VRS), which I hold.Information only, DYOR.

[dr_smith] 27/3/2017 13:04

Boboty.. You left and right hand could do with some of this communication!
Joking apart - insight/explanation appreciated :-)

[boboty] 27/3/2017 12:55

Each "thing" will need it's own processor in the world of internet of things to follow algorithms and be useful. The connected fridge will need to communicate milk level and ... so the internet shop is complete, the connected light bulb will need to listen out for a command to turn on and how bright and what colour. They all need processing power at both ends so to speak. If you want long battery power and memory storage as well compound semiconductors are a good fit as they use less voltage to trigger an on or an off a one or a zero - so for a similar current they use less power - p = IxV so similar battery lasts longer. Compound semiconductors are the future for most of this stuff. It ticks all the boxes and IQE is seems to be at the cutting edge collaborating with universities and tier one OEMs. To me IQE seems very grown up in their approach and have made some good decisions in the past to get them where they are today. My only gripe is that the should start to get into the habit of paying a dividend - even a small one just to reassure us investors that our capital is valued.

[boboty] 27/3/2017 12:54

Each "thing" will need it's own processor in the world of internet of things to follow algorithms and be useful. The connected fridge will need to communicate milk level and ... so the internet shop is complete, the connected light bulb will need to listen out for a command to turn on and how bright and what colour. They all need processing power at both ends so to speak. If you want long battery power and memory storage as well compound semiconductors are a good fit as they use less voltage to trigger an on or an off a one or a zero - so for a similar current they use less power - p = IxV so similar battery lasts longer. Compound semiconductors are the future for most of this stuff. It ticks all the boxes and IQE is seems to be at the cutting edge collaborating with universities and tier one OEMs. To me IQE seems very grown up in their approach and have made some good decisions in the past to get them where they are today. My only gripe is that the should start to get into the habit of paying a dividend - even a small one just to reassure us investors that our capital is valued.

[horneblower] 27/3/2017 11:43

A typical scenario of an almost parabolic share.

[sheep_herder] 27/3/2017 11:21

Paul Scott doesn't understand the semiconductor industry which is why he made the mistake commenting on capex.

boboty - you can disregard CMOS++, i.e. the IC side rather than the power switching side, for 5-10 years. It's a way off. Why do you think IoT will require a boost in processing? The majority of the market will be low power, low data rate nodes that need to burn as little power as possible. I think these days they throw internet connected automotive stuff in the IoT bucket as well - that'll be a high processing requirement but the market will be tiny compared the main IoT space.

[shanieboy01] 27/3/2017 11:13

As a long termer here I have to say tt has some good points. I nearly guarantee you there will be a placing too soon.... why: because I would

[adventurous] 27/3/2017 10:53

toptrump1 - what utter claptrap ;-)

You obviously have a negative agenda, if I were you, I'd close any shorts you may have!!

[richardc77] 27/3/2017 10:39

Let's be honest, a couple of guys on a bb, are going to have zero effect on the share price I'm not sure why anyone would waste their time, so I assume it's just banter, nothing better to do.

[aimingupward2] 27/3/2017 10:36

Chart would be of interest, horneblower. Much better than having more from toptrump. I really ought to filter him out.

[horneblower] 27/3/2017 10:23

To what are you referring, mr.elbee?

[mr.elbee] 27/3/2017 10:15

were not where

[horneblower] 27/3/2017 10:10

Sorry to talk charts as many are allergic to them.
Obviously the chart is extremely strong and looks to have at least 95p in it for this year alone. However, nothing goes up in a straight line and chart theory shows that 60p is an obvious place to make a temporary peak.
The question is, if this turns out to be a short term peak, how much is it likely to come off before it resumes its upward drive?
Somewhere between 10p and 20p might seem a lot but a dearth of news can cause considerable drift and the mms will make it their job to move the price around in order to find where strong buying and selling takes place.
There are technical reasons for suggesting that 45p could be the next trough but that will probably take several weeks.
Long term holders should be entirely relaxed and do precisely nothing.
I'll post a chart if anyone is interested.

[darkdogs] 27/3/2017 10:08

Not doing a very good job of it though bob ;)

[boboty] 27/3/2017 09:55

Toptrump you seem to have an adjenda to sow doubt and confusion in our understanding of IQE by using partial facts and misrepresenting what is happening. What I would like to know is why you spend so much time dissing a company you have so little faith in. I suspect you are trying to creat opportunities to buy shares at a lower price for maybe yourself or others. And do you work in pairs affirming each other's posts - maybe

[toptrump1] 27/3/2017 09:45

"Reported diluted earnings per share was 2.71p, down from 2.90p in 2015. The Board will not be recommending the payment of a dividend."

someone compared this to Unilever, lol. Ulr I agree is now highly rated but pays a divi and has always increased it, and no the p/e isn't 25

[toptrump1] 27/3/2017 09:04

You sure you don't mean debt adv? Lol
Intangible assets? Worth nothing or they would have been taken out at 11p
Has anyone actually researched the cost of acquisitions in the last 15yrs?

[sailastra] 27/3/2017 09:03

toptrump's view whilst unpalatable is perfectly sound. Cap ex is high, as is risk here, a blindness to these considerations is unhealthy...Time will tell..
Paul Scott remarked on Cap Ex after the figures and concluded that the shares were not for him as a result. I am mindful that a bull only stance to the fortunes here could well lead to another attack by short players as the valuation becomes over stretched.

Not to mention that an attack on a poster on the basis of grammatical error might even risk sounding, somewhat desperate.