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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
  2.05 2.95% 71.45 71.00 71.30 71.40 69.25 69.80 3,257,683 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 549.6 569

Iqe Share Discussion Threads

Showing 32401 to 32422 of 33200 messages
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DateSubjectAuthorDiscuss
11/9/2020
07:51
Hopefully IQE are plotting their earnings and share price future carefully and tactically at the moment, for the long term gain. I know we have lost some faith over the past couple of years but I think this Pullen fellow may know what he is doing, of course the proof will be in the pudding... I think we will need to await the Dec update to know more, (yes I know our customers and peers in the US will report before and give us some indication) which I know could be described as “more jam tomorrow” but there is little option but to be patient.
tomduck
10/9/2020
18:43
Thanks DaveI take on board your points and appreciate as always your input. I think most of us understood the need to take the cautious approach and learn from previous mistakes, I was just a little shocked with the initial read though I understand worse case scenario. I am expecting somewhere between 180m and 190m however we shall see and it is great that significant strides forward have been taken since last year.
shrimper2
10/9/2020
17:13
Hi Dave,What I find a little perplexing is why guide at all if it means being so cautious at 165m and in a sense spook the markets, drive the share price down again and encourage potential shorters. Why not simply avoid providing any guidance at all for H2 and then hopefully over deliver. Regardless It should mean that in December we catch up again however it was a bit of a damp squib to an otherwise significant improvement on last years position.Interested in your thoughtsMike
shrimper2
10/9/2020
16:35
IQE/ Edison executive staged ‘interview’ with CFO Tim Pullen hTtps://www.edisongroup.com/edison-tv/iqe-executive-interview-2/ It’s very positive and as I alluded, Pullen gives a good answer to why IQE are only ‘guiding’ to £75 million for H2 It’s great that IQE have good visibility to October, but he points out that IQE have to guide to December 31st whereas all the USA companies have to guide QUARTERLY, so up to end of September. This is of course slightly disingenuous 😉 as BIG customers like Skyworks, Macom and Raytheon have actually told the markets they have good visibility to the end of the CY but of course have NOT guided or issued forecasts yet....because they report quarterly! There’s the rub and the essence of IQE’s conundrum , and ours too. In essence WE WILL BE ABLE to forecast FY revenues fairly accurately ourselves by the 10th of November, by which ALL of our customers will have reported and issued Q4 forecasts and commentary. S
sweenoid
10/9/2020
12:36
did someone say that we are no longer being shorted? lol
adejuk
10/9/2020
11:54
Sweenoid - Lets face it we are on a very different page and find each other’s posts boring and repetitive. I bang on about profit whilst you bang on relentlessly about ifs, maybe’s and just how brilliantly IQE’s customers are doing which is tedium in the extreme.The vast majority of what you have written over the last couple of months (and years) has simply failed to come to fruition. I remember you saying that you wouldn’t consider selling until the share price reached £2.50 !! I like positivity but I also like realism. And please don’t flatter yourself with the thought that I blame you for my investment decisions. At least that is something that made me laugh.
dave_spencer
10/9/2020
11:42
savvy - apologies, you're right. (Though the £66.7M actuals in H1 2019 were below the £73.4M actuals of H1 2018. So it could be argued your 35% flatters the real long term increase).
lord loads of lolly
10/9/2020
11:27
As a 2nd tier supplier IQE's revenues will undoubtedly be bumpier than its customers. What matters is the overlying trajectory, a bit like share prices in reality. Comparing one half year with the previous half year is a bit hit or miss. One thing for sure the end markets are on an upward trend.
rogerrail
10/9/2020
11:24
Lord, 35% higher than last year, 5.9% higher than the "at least" revenue guidance which was already a record..
savvy investor
10/9/2020
11:21
4G was rolled out in 2012 here and I expect 5G to last longer because the need for quicker speeds than 5G will supply (relative to 4G) means the need or investment case won’t be as obvious. So I don’t think we will see 6G in 5 years, more like 10. I very much doubt i’ll still be invested in IQE by then, UNLESS it ceases to have the boom and bust cycles of its past, which I think given their business model is highly unlikely. Timing here on exit will be important... and James Rowe, agreed.
tomduck
10/9/2020
11:20
LOL Since when has M&S been in Primark's supply chain? Sweenoid Reached that conclusion without Netfix. I Avoid social media like the plague and haven't missed Netflix from my life either. I enjoyed Clarkson's story in the S.Times about the wealthy Yorkshire farmer on a visit to London. Gazing into Harrod's widow he said " I could afford to buy everything in this window ...........but i' m not going to. Sorry about the O/T, just to lighten the levity.
bukko
10/9/2020
11:18
I suspect that the major challenge with the current share price is not the 2020 figures but the outlook given for 2021.
jamesrowe
10/9/2020
11:11
IMO, a major factor re. the very conservative outlook (H2 2020) is based more on their "unknown" pipeline for next year. Any CFO worth his salt, "manages earnings", to some extent. Why "commit" to booking everything in 2020 now, when H1 2021 "visibility" is still being quantified...? I expect the December (or sooner) update to be a nice surprise. DYOR.
yankeekraut
10/9/2020
11:06
paraone3 - I don't think posters like me (who try to give a balanced opinion) are being particularly despondent. They're simply reacting to ACTUAL sales & profit figures + company guidance and basing their views on that. The alternative is to form an opinion solely on broader sector trends. Which would be a bit like saying M&S is bound to prosper because Primark is doing well.
lord loads of lolly
10/9/2020
10:57
If Qorvo are Iqes biggest customer then that can only bode well for the future. As I have reiterated in the past, that the Far East has been in boom time regardless of Covid.Also wireless being the biggest gainer due to the massive increase in Pa Amplifiers and Rf filters for the rollout of 5G world wide . This installation period will last at least 5 years so can expect YoY increases of at least 30percent in Wireless applications , then followed by 6G . So why all the despondency as the future has arrived and IQE are firmly in the frame. Only a matter of before investors twig as to the scale of what is to come With the World being interconnected
paraone3
10/9/2020
10:44
rogerrail - the issue is that increased partner revenues don't seem to equal a CORRESPONDING increase in IQE's. Partners have been upgrading their forecasts for many months already and their share prices have re-rated accordingly. Yet IQE's H1 revenues came in "only" 5.7% higher than last year. So presumably either there's a time lag &/or someone else is taking market share off them.
lord loads of lolly
10/9/2020
10:30
Qorvo is biggest single IQE customer. Makes a mockery of IQE's recent conservative revenue guidance. They would have been better not giving a forecast at all. Still for those that understand that increasing revenues at customers translates to higher revenue for IQE then it does present a buying opportinity albeit some patience is no doubt necessary before any payoff is realised.
rogerrail
10/9/2020
09:52
Nice. Qorvo's revenue projection for FQ2 has increased enough for them to post a PR upgrading their forecast. Wireless clearly selling like hot cakes. FQ2 results on 4th Nov. hTtp://www.semiconductor-today.com/news_items/2020/sep/qorvo5_090920.shtml hTtps://www.qorvo.com/newsroom/news/2020/qorvo-updates-financial-guidance-for-fiscal-2021-second-quarter No sign of any Covid downturn...
provonar
10/9/2020
09:49
Agreed Savvy some excellent posts today. Basically nobody knows exactly what will happen in H2 due to pandemic, US president elections, 5G roll out and any other unknowns? IQE’s report was very disappointing for those who trade IQE as a bullish statement would have meant quick profits and then perhaps move onto another stock. Long term investors perhaps understand that in the medium to long term IQE will do well as they are providing the tools for the IT and AI revolution during the next few years. I see in the short term the downside only modest while traders take profits gained while buying IQE during the COVID downturn but see the share price gradually rising with shorts closing and some general optimism for the December figures and smashing the cautious £165 m forecast. Nothing has really changed this week apart from the board providing a cautious prediction for full year revenues which against unprecedented times during a one in a hundred year pandemic is probably understandable. I would like to add my thanks to Savvy, Sweenoid and Monty in particular for their posts and although they are all very bullish they are also at pains to explain that all investors need to do their own research and it’s only their own opinion. I also thanks all other contributors for their insight and although I am personally bullish, I am grateful to hear other views on this board. Good luck all.
dockenfieldman
10/9/2020
09:08
Dave, Tom, Sweenoid, good posts, agree on mist things said today. I listened to the call late yesterday. My view is that they really have kitchen sink bad news on those numbers, likely already know this revenue is 100% safe with that said CFO also mentioned getting to same as first half or higher. I believe second half will exceed first half and he mentioned again the leveraged margin model, clearly stating this would mean this extra 15-25m would have very positive impact on earnings.(that I believe WILL happen, but that is my view based in my readings partner forecasts etc). Capital spending are tick over or linked to revenue. In summary I do expect the Jam, but as you say, we all want to see it...
savvy investor
10/9/2020
08:15
Dave, I think you are not alone from what I understand reading this board, a fair few invested higher than the share price is now. I have had that happen to me on other shares, happily I’m in lower here, BUT from what I have learned before your best course of action is either to sell out and invest in something you are more positive on or have a mental reset and be more balanced, for your own mentality ;) Yes IQE has been poorly managed to some degree, yes they have had some bad luck and do seem to struggle converting their leading position into higher margins BUT there are positives too. If I were as pessimistic as you, I would sell at least a portion of my holding, perhaps hold it as cash until a bargain comes along elsewhere, because in the next 12 months that is entirely possible. I think until Dec update there will be little chance of major upgrades to IQE share price and if they stick with their £165m predictions in Dec likely no major movement in 6 months. By then your patience will be even more stretched ;)
tomduck
10/9/2020
07:48
Sweenoid - Yes unfortunately my holding is still very significant. FOMO is probably a key reason I have stayed invested. Taking a little bit too much notice of overly enthusiastic individuals such as yourself is another and I don’t blame you in anyway for my decisions. You do a lot of research but generally you seem to ignore IQE’s terrible record when it comes to making decent profits. Generally speaking you paint a picture of jam tomorrow and sometimes tomorrow never comes. I appreciate that I have been somewhat harsh on the likes of yourself and Savvy but I think it is only reasonable to let new investors know that IQE’s track record is pitiful when it comes to making money.
dave_spencer
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