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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
  -0.10 -0.16% 62.90 62.80 62.95 63.50 61.95 62.80 2,878,005 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 483.8 501

Iqe Share Discussion Threads

Showing 32426 to 32445 of 33000 messages
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DateSubjectAuthorDiscuss
16/9/2020
07:59
RogerRail - Sorry I have just re-read my post and I should’ve been a lot clearer. I was actually referring to IQE’s projection for the second half of the year of £75m. Yes £242m certainly would excite !!
dave_spencer
15/9/2020
19:33
Blimey - that was a bit painful trying to catch-up on the last few days posts. I don't think I learned anything, other than that this board is becoming madder than a box of frogs! FWIW (probably very little) my take is that they probably guided H2 low (I'm sure they already said that previously?) because they think it will be low. Maybe they were overly conservative, as it would be nice to break the trend and actually outperform guidance again; but I would be amazed if they have been substantially pessimistic. The "end game" scenario and long term riches, surely remains intact and this H2 is largely irrelevant to that? One thing I have learned after reading this board for 2+ years is that there is absolutely no correlation between views expressed here and what the market actually does. So whilst it is perfectly valid for anyone (including rampers or derampers) to state their view, getting upset or unduly 'exercised' about contrary opinions is totally futile. Take a chill pill, people. Most on here claim to be taking a long term view, so RELAX. Don't post that instant rebuttal, sit back and have a nice glass of Sancerre whilst you prepare your "I told you so! post for use at the appropriate time.
kazoom
15/9/2020
19:11
As you said the projection is for the FY at £165m so 50% on that is £242.5m
rogerrail
15/9/2020
16:05
It’s a lovely hot day and I suspect Roger has been on the ale/fizz/etc 🤓🥃🍷🍾
tomduck
15/9/2020
15:03
dave_spencer - I'd certainly be happy with £202.5m FY. This would be around 35% up on their previous highest annual T/O. I suspect between £175m & £190m is more realistic though. Even this lower figure would still be mildly exciting profit-wise if - as many suggest - the business is highly volume-sensitive. A key positive indicator would be an RNS saying further tools were on order. Given the long commissioning time, I'd be hoping for this news no later than their December update. Does anyone know what capacity Newport is currently running at and how many of their existing tools are being fully utilised?
lord loads of lolly
15/9/2020
14:22
Does any one know who supplies Qualcomm with their Power Amplifiers , is it IQe , if they do there is a relevant article on Digitmies today regarding Qualcomm and Power Amplifiers
paraone3
15/9/2020
14:08
RogerRail - I’m slightly fascinated as to how you have calculated a revenue figure of over £150m for the second half. Drew Nelson has projected £165m for the full year and that is with the benefit of knowing exactly what IQE have achieved in the first two months of the second half of the year. In the first half IQE’s revenue was £90m. That suggests revenue of £75m in the second half based on IQE’s projection. £75m plus 50% equates to £112.5m and a year end figure of £202.5m which is far from exciting given that IQE have historically had a stronger second half.
dave_spencer
15/9/2020
12:17
Dave_Spencer: Looks like margins just improved!! Nice little spike. Will it be sustained?
bocase
15/9/2020
12:02
Academics and Accountants are not sales people.
1blazer
15/9/2020
10:51
Adejuk — I think you meant treble top 😀 I’m sure after the pitiful year end projection that a lot of people will have got out and are waiting for the almost inevitable drop before venturing back in on the merry go round. Some spin doctors are suggesting that the projection is COVID conservative and I accept that there is an element of truth in that. However even if IQE exceed their own projection by 50% the figures still wont excite and the affect of leverage will be quite small. Margin in my opinion is still the key problem and that is more than likely the reason the markets have reacted so badly wiping nearly 20% off an already very low share price. It’s wonderful to see all IQE’s major customers doing so well but unfortunately it means absolutely nothing unless IQE start making decent profits which they have always failed to do. It’s embarrassing that they constantly manipulate the figures to produce an adjusted profit which might impress people with very limited financial knowledge. They are supposed to be the leaders in their field with world beating products so why is it that they can’t make any money ??
dave_spencer
15/9/2020
10:47
I'm just continuing to hold for now. Too many unknowns to add, but potential to re-rate if December's earnings & profits exceed guidance (sadly that's always a BIG if with IQE).
lord loads of lolly
15/9/2020
10:44
Well I have again topped up heavily. New lock downs all over world coming and social distancing is clearly going to hasten the shift to 5G for better remote working imho will be fast end of the possible rollout expectations and hence huge 2years ahead....make your own mind up, good luck
savvy investor
15/9/2020
10:35
perhaps now its hit double bottom you will follow your impulse to buy?
rogerrail
15/9/2020
09:56
when it hit that double top i wish i had followed my impulse and sold.
adejuk
14/9/2020
15:12
Hope you're right - we shall see. The market doesn't share your confidence currently, but that may change.
lord loads of lolly
14/9/2020
08:42
Taiwan pure play foundries , Tsmmc , Umc and Vis in full capacity until end of year and beyond . This is good news for Iqe as they fall into this category and have foundry facilities in Hinschu Taiwan,so more visibility until year end . The 165m forward guidance is very conservative , would expect nearer 195m heard and double figure profits
paraone3
14/9/2020
08:35
What effect ifs any could this have on the IQE share price?
dockenfieldman
14/9/2020
08:15
Not a rumour Nvidia purchase ARM for 40bn dollars From Softbank ,announced onBBC website
paraone3
13/9/2020
20:39
rumours Nvidia want to buy ARM for $40billion
davemac3
12/9/2020
08:11
GNN martin - Revenue generation will not matter one bit, unless IQE is making margin. 90 mil. top-line and 4.3 mil. bottom line are not good business metrics.
yankeekraut
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