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Share Name Share Symbol Market Type Share ISIN Share Description
Iqe Plc LSE:IQE London Ordinary Share GB0009619924 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.35 1.99% 69.10 69.05 69.35 70.35 67.30 69.60 852,938 14:46:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 531.5 550

Iqe Share Discussion Threads

Showing 32351 to 32373 of 33150 messages
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DateSubjectAuthorDiscuss
09/9/2020
08:49
sweenoid - I'm not sure IQE chose to be "ultra conservative" with their £165M minimum guidance, though I expect them to beat it. Many posters also felt £85M for H1 was "ultra conservative". Whilst H1 guidance was beaten, it was 'only' exceeded by 5.77%. So hardly smashed out of the park. Odd that yesterday's update failed to comment on the potential for H2's revenues to be weaker than H1, unless £165M is beaten by a considerable margin. £89.9M x 2 = £179.8M. H2 has traditionally always been stronger than H1. So either they foresee de-stocking delays in H2 or, as you suggest, they're being "ultra conservative". I suspect it's a bit of both and anticipate somewhere between £175M & £190M FY. Given current margins, the very real risk of a general tech sector downgrade (already begun) & IQE's share cap of £450M, I can't see much of a re-rate this year at least.
lord loads of lolly
09/9/2020
08:44
I thought infrared had been merged into the wireless division, which might explain an element of that growth.Question is, how many VCSEL's did they ship to Lite by end June for the IPhone 5G which is now in production and what ongoing volumes are needed as IIVI must be taking a share too. At least they have given forward guidance when others have refused
lpavlou
09/9/2020
08:10
Just for info folks if you are remotely interested Very very upbeat presentations at investor conference from customers hTtps://seekingalpha.com/article/4373163-skyworks-solutions-inc-swks-liam-griffin-presents-citi-2020-global-technology-virtual?utm_medium=email&utm_source=seeking_alpha&mail_subject=swks-skyworks-solutions-inc-swks-liam-griffin-presents-at-citi-2020-global-technology-virtual-conference-transcript&utm_campaign=rta-stock-article&utm_content=link-2 Containing positive comments on data storeage and HAMR ( new revenues that WILL be coming) ;-) hTtps://seekingalpha.com/article/4373148-seagate-technology-plc-stx-ceo-dave-mosley-presents-citi-2020-global-technology-conference?part=single hTtps://seekingalpha.com/article/4373156-qorvo-inc-qrvo-ceo-bob-bruggeworth-presents-2020-citi-global-technology-virtual-conference?utm_medium=email&utm_source=seeking_alpha&mail_subject=qrvo-qorvo-inc-qrvo-ceo-bob-bruggeworth-presents-at-2020-citi-global-technology-virtual-conference-transcript&utm_campaign=rta-stock-article&utm_content=link-2 Apple have confirmed a watch/ iPad event soon- 15th September hTtps://appleinsider.com/articles/20/09/08/apples-iphone-12-event-will-be-on-september-15 Jury still ‘out’ on whether the new ‘AIR’ will have Touch ID or Face ID- fingers crossed. Re cREO - I guess this is IQE’s equivalent to IMG’s raytracing? It does look like they have in effect written it off for the near future ( next 2-3years) although not for ever, I will NEVER mention FILTERS again. 😂 Still confused about yesterday’s ultra conservative earnings release and outlook, not least in the fact they don’t mention infrared at all, despite the fact that Tim Pullen was at pains to point out the positive aspect of that Raytheon collaboration ( didn’t mention the name) in the Edison trading results video- in June,very odd, I WILL be following this up with IQE. On reflection nothing has changed barring future revenues in 2022( cREO) now not coming till 2023 at the earliest, if ever. Everyone makes up their own mind on their position, since I invested massively in the recent downturn in share price ( between 28 and 40, with additions at 50 and 60) I remain entirely Sanguine about the opportunities I have and still see. Should IQE have been ( as I and many others had hoped) super bullish yesterday OR do as they did in these Covid-19 times with added geopolitical risk, be ultra conservative? They chose the second route ...but at the same time subtly reminded us how well their customers were doing 😂😉🤔 That’s it for me for a while S
sweenoid
09/9/2020
06:55
Apple supplier IQE reports record revenues despite £6m loss https://www.telegraph.co.uk/technology/2020/09/08/apple-supplier-iqe-reports-record-revenues-despite-6m-loss/?WT.mc_id=tmgliveapp_iosshare_Av4DhxjDHPVy
boboty
09/9/2020
06:39
lpavlou - I believe your comments are already factored in to their outlook statement. Sterling is also currently weakening.
zipstuck
08/9/2020
20:47
CREO news is disappointing but they have written off the entire investment including minimum guaranteed royalty payments to Silex up to 2024. Another headwind not mentioned is the rent they will soon be paying for the Newport building. The dollar weakness will also impact H2. H2 guidance is realistic and assumes a late Iphone 5G launch. share price recovery show's investors still believe in the company
lpavlou
08/9/2020
17:00
provonar - Thanks for your summary. I certainly agree with much of what you say. Exceptions being your point 6 (contract provisions: you concluded "Plus ca change for high-tech developments"). IMHO, more astute management would have anticipated potential delays in the roll out, building clawbacks into any deal with Translucent. Also, I'd suggest a simple but transformational addition to your list of "good things to see over the coming months". In two words, MARGIN IMPROVEMENT. This matters to a company like IQE even more than hitting any revenue forecast. And if it's truly world-leading in its sector as it claims (as opposed to Boris Johnson's kind of world beating!), it ought to have the necessary pricing power to do this.
lord loads of lolly
08/9/2020
16:21
A few points from reading through the H1 report: 1. Risk related to Covid is further confirmed to be reduced with respect to IQE's operations; 2. Risk related to ongoing US-China trade dispute has also been significantly reduced, with no appreciable impact stopping IQE's revenue stream recovery from the inventory corrections; 3. Liquidity risk has reduced with debt being managed responsibly and large margin available on the revolving credit facilities; 4. Further US production consolidation plans in the medium term demonstrate savings are still being identified in the running of the company; 5. No surprise that there were no new tools purchased in H1 - that's a point to watch in the December update. However, there was no clear indication of current tool occupation numbers, which must surely be rising to match the record revenue flow. 6. cREO write-down is a shame - customer engagement has clearly reduced, so it could be speculated that some qualifications were not up to scratch. "Changing technology landscape" means that there may well be competitive buffer-layer epitaxy techniques and/or different CS designs that are making some of the IQE patents redundant. However, filters are, and have always been, the main application target for this technique, so a more ruthless focus may well be better in the medium term. However, the onerous contract provision to pay Translucent their minimum royalty is a clear sign that cREO is taking longer than expected to get to market. Plus ca change for high-tech developments. 7. The forward guidance, providing a minimum revenue level rather than an expected range, is novel and clearly ultra-conservative (missing a range is bad, missing a minimum is worse). There could be some justification for this with the risk that late kick-off of OEM manufacture in Q3/Q4 this year could push some revenue into 2021 (which would then make y/y comparisons with 2020 slightly off, all due to COVID). But that'll just flatter 2021 H1 figures, with recovery back to normal in 2021 production cycle (assuming COVID is a waning concern). Given the volatile economic conditions we're in, it's a solid report, but over the coming months it would be good to see: 1. Further announcements of product qualifications (especially wrt any advances on cREO) and/or volume contracts being signed; 2. Continued reduction in the use of the revolving credit facilities; 3. Announcement of tool purchase (let's face it, this will probably come from an Aixtron PR before IQE mentions it...) would demonstrate capacity is being filled and there is confidence for further revenue expansion in 2021.
provonar
08/9/2020
15:51
Just another day in IQE World.
boboty
08/9/2020
15:09
Well as i dont want a bad head and i will enjoy a couple of bottles, it will be a Mercurey Pinot Noir, highly recommend and if I was only drinking the 1 i would have gone for a Inacayal Malbec
spursspurs
08/9/2020
15:03
spurs after saying 'i have more time than you' you're supposed to :-(
adejuk
08/9/2020
14:59
spurs a couple of bottles oh, how i remember being young! what is your choice of the day?
adejuk
08/9/2020
14:50
Thanks Adejuk, being a fair bit younger than you i have to say i am surprised that i have more time than you :) Anyway i considered this morning important in terms of my significant investment and as much as i dont like selling any IQE shares i did, but was pleased to replace them later as felt a bit naked without them :) i can now enjoy a couple of bottles of wine celebrating this mornings update. Agree LLOL ,enjoy the ride.
spursspurs
08/9/2020
14:49
and i am still writing. next one due in april 21
adejuk
08/9/2020
14:48
btw spending less time on the vino would seem to me a waste of time the important thing is to drink expensive
adejuk
08/9/2020
14:47
i agree loads this is just banter to get to the end of another boring day
adejuk
08/9/2020
14:46
reeds have know that for millions of years.
adejuk
08/9/2020
14:46
adejuk - if you spent a bit less time on the vino, you might be able to focus on the share price better! Anyhow, let's remember we're all in this share together "For better. For worse" as the saying goes. So best we all get on, express our differing views, then enjoy? the ride.
lord loads of lolly
08/9/2020
14:46
llol bending with the wind is v important even moreso is not to break in it.
adejuk
08/9/2020
14:39
well done spurs. i wish i had the time to follow the share price so assiduously
adejuk
08/9/2020
14:38
llol i think you might be surprised i don't have to look up many words i am well into my 70's and have written a load of books that is a boast but i can forgive myself as i am halfway through a bottle of SA chenin blanc nonetheless, the boast is true be safe - it's back
adejuk
08/9/2020
14:36
ok cross truce
adejuk
08/9/2020
14:34
Well have seen the reaction too many times before so although i dont like doing it, I decided to sell some of my holding this morning and managed to sell 150000 at average 62p and replace them all at an average of 54! Helped my overall average , will leave them alone now until the next update, i thought todays update was encouraging :)
spursspurs
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