Iqe Share Discussion Threads

[yump] 02/5/2017 08:49

monkeywench1

You could share with everyone else though, if its worth sharing.

[poombear] 02/5/2017 07:51

Looks like power electronics will start to generate revenue this year,
Not sure if Transphorm buy wafers from IQE, but even if they do not, it's excellent news that GaN on Silicon power devices are about to hit the market.



And this is why they will make inroads into a massive potential market. IQE generate no revenue at this point from this market, but will very soon.

[tonsil] 01/5/2017 21:58

Meiji With you on CPX. Just not clear on the barrier to entry for competition.

[meijiman] 01/5/2017 19:10

Thanks for the interesting posts. I have a fair position in CPX for what its worth.
I've reminded myself that I bought ARM below £1 in 2003 but sold way too early -damn.

[monkeywench1] 01/5/2017 18:37

yump

I have my reasons but don't feel inclined to share with you. Come back in 1 year or 5 years and we will see who was correct in their research.

[desperate dan] 01/5/2017 18:21

In poker, it's your entire pot (and/or collateral) bet on one hand - often on the turn of one card.

Taken in this context it's being fully committed (the polite version!).

[aimingupward2] 01/5/2017 17:23

No, I haven't. Explain please.

[desperate dan] 01/5/2017 17:06

au2:

You never played poker?

[aimingupward2] 01/5/2017 17:00

Fair enough, and I hope you exit on a high note then. I hope we can benefit from your input here for a while yet.

P.S. I thought the phrase 'all in with ' something meant that one had done with it/finished with it. Not in your case, though, it seems.

[sweenoid] 01/5/2017 16:35

by the way very few of the population had actually ever heard of ARM either!!hard to believe but true- everyone knows Intel but no-one seemed to know that the processor in virtually everything that wasn't a PC was likely to be from ARM-beggars belief but is true it was definitely Britain's best kept secret ;-). Total shame that it is now a Japanese company :-(

to mejijiman and 'aiming'

sorry but currently I am virtually ALL IN with IQE - I and my wife have huge positions and frankly when I sell it , I will be exiting stock-picking.., so am now purposely NOT researching any new companies, in essence I have spent 30 years identifying and heavily investing in high-risk/reward stocks, my big mistake has always been in identifying opportunities way too early.
I have done very well with patience , very well indeed.I intend and fully expect my exit with IQE to be an extremely profitable goodbye to the stock-market :-)

its cheap as chips under 70p :-)
S

[yump] 01/5/2017 16:32

monkeywench1

Don't you read your own posts ?

The opposite would be me saying come back in 5 years and see the price tanked.

Which would be on faith, clearly as no accompanying reason given.

[yump] 01/5/2017 16:30

Well, if you want to take notice of someone whose investments all seem to be in one basket. Or perhaps the others must be a secret and/or not worthy of posting any detail on.

[aimingupward2] 01/5/2017 13:30

meijiman, almost all sweenoid's posts in recent months have been on IQE, except for a few on IMG (which went wrong), so I wonder whether anything else currently attracts his attention. 1 or 2 suggestions for us to chew over would be interesting, though.

[meijiman] 01/5/2017 12:07

sweenoid-Any other UK quoted companies you like offering exposure to these growth areas?

[sweenoid] 01/5/2017 11:59

What's amazing about that?, IQE publicity is negated by its multiple NDA's, if it was able to issue multiple PR statements about its multiple tier1 customers then it would. It's also a business that few understand - even the bulk of its investors seem clueless as to what it does-just read this bb!

As for RSU's I agree with Sheepy and 'Crazy' , it's totally essential to attract and maintain the very best young talent-having the cluster and University next-door,is also totally advantageous.

it would be great to see the share price go through a consolidation phase at somewhere near its present level( higher would be nicer) before what I believe is another inevitable run up following the trading statement in July, in the meantime relevant commentary from Apple, Qorvo ( our 2nd biggest customer) Oclaro ( partner in CS cluster at Cardiff) who are big in metro and data centres, using our photonics wafers, Lumentum ( my big hope for 3D sensing using our VCSELS), Finnisair and AAOI ( both in the 3D sensing business) all report next week, will be interesting.

I have made big money in the past ( and now) by identifying companies that are providing for new global trends where demand is unmet and rising quickly. Strikes me IQE are in that sweet spot and at present have a competitive advantage over others in their sector.compound semiconductors are THE way to go :-)

S

[shavian] 01/5/2017 08:10

In fact Cardiff seems totally unaware of the burgeoning tech giant growing within its boundaries. I live there and run a business. Even the business community tends to look blankly back when you mention IQE. Amazing.

[crazycoops] 30/4/2017 18:10

RSUs are a great retention tool, especially in a small city like Cardiff where I imagine IQE have a strong employer brand, partly as a result of using RSUs to attract and retain the best talent.

[sheep_herder] 30/4/2017 15:18

I don't know what RNS you're referring to. The one on Friday only gives the total voting rights. The last block admission was on the 13th which was 12m.

Companies tend not to do options these days; instead you get RSU's which mature at the same rate. Easier to administer and they have an actual real value unlike an option which could be under water. Not much retention benefit in an under water option.

[lpavlou] 30/4/2017 15:11

Sheep-herder, I wonder if the 3m shares announced on Friday are part of the 12m allotted shares announced earlier in the month. I don't have an issue with staff being rewarded, but would prefer they are given options rather than free shares at say a 30% discount to the share price and given more of them to give them a long term incentive. I would also prefer a more open approach so it's target led and based on company performance not share price performance

[monkeywench1] 29/4/2017 15:53

Yump

Lol.. show me a post where i say I am holding on faith!

You cannot. See you in a year!!

[monkeywench1] 29/4/2017 15:53

Yump

Lol.. show me a post where i say I am holding on faith!

You cannot. See you in a year!!

[yump] 29/4/2017 15:50

So basically, as per the usual shares that have cheerleaders, just about any questioning or criticism of the company, or its prospects, or its valuation, or the (deliberate?) lack of financial discussion about growth vs. valuation...

is going to be treated as posters being bitter, selling out, not 'doing the math', not appreciating the potential, etc. etc. etc.

Its always the same. Pretty pathetic really, when you consider how the bulk of posters here were negative when the share price was 20p.

Show how weak the arguments are really.

Point me in the direction of a cheerleader thread, where the cheerleader and supporters actively discuss negatives and admit there might be some...

monkeywench1

Respect to you though. At least you've admitted to just holding on faith.