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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
  -3.25 -6.39% 47.65 47.40 48.20 51.50 47.40 50.30 4,222,242 16:35:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 366.5 379

Iqe Share Discussion Threads

Showing 32426 to 32447 of 35675 messages
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DateSubjectAuthorDiscuss
16/9/2020
14:22
bing_b, good spot. Yes, the article says this sensor module will contain 3 VCSELs for proximity sensing - so looks like the odds are good that these will come from IQE. As it's such an integrated chip, it'd be interesting to know if IQE layer up any of the other parts of the wafer for the non-VCSEL components - but I bet we'll never get visibility to that kind of detail in a hurry. Would be nice to see these rolled-out to all high-end Android phones in the near future ...
provonar
16/9/2020
13:44
AMS up over 8% today on the back of this presumably. Any relevance to IQE (I'm not good with the science!). 'Mounted behind an OLED display, the TMD3719 ALS/proximity/flicker sensor enables OEMs to design smartphones that have no bezel and so maximize screen-to-body ratio.' htTps://ams.com/-/tmd3719-boled-als
bing_b
16/9/2020
10:24
Returning again to the statement contained in IQE’s half-year results it said: “The Group has not provided full year guidance due to the uncertainty of the global pandemic and anticipated global recession. Despite this environment, performance to date has been strong.” This conservative statement, which has been interpreted by some as being negative and has resulted in nearly a 13% fall in the share price, now has to be measured against the report yesterday from China which showed factory production increased at the fastest rate of the year so far. With the world’s second largest economy awakening from its coronavirus paralysis. The 5.6% growth in industrial output across the country surpassed economists’ forecasts. This trend in China will hopefully be reflected globally and will prove IQE’s statement as being more than ridiculously over-cautious. Let’s face it, they reported 6 month’s figures having seen July, August and knowing what September’s orders were like, which is halfway through the second half of their reporting year. And they stated their customers all reported positive trading updates and outlooks which underlined the resilience of the sector. More than likely the company will surpass everyone’s expectations when it reports its full year’s results and they will surprise everyone. But what a pity the CEO and his advisors cannot read the markets and present a full year outlook which could have been taken more positively. Quite clearly the share price is once again being manipulated, probably by the shorters, who are looking to buy back the 37m shares they are still short. I must admit, I kicked the shares I bought at 54.5 out at 57p as I expected the shorters to take the share price below 50p and present a bit more carnage than just the 13% fall. Obviously, there are other buyers out there.
aphrodites
16/9/2020
08:59
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
20:33
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
20:11
As you said the projection is for the FY at £165m so 50% on that is £242.5m
rogerrail
15/9/2020
17:05
It’s a lovely hot day and I suspect Roger has been on the ale/fizz/etc 🤓🥃🍷🍾
tomduck
15/9/2020
16:03
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
15:22
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
15:08
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
13:17
Dave_Spencer: Looks like margins just improved!! Nice little spike. Will it be sustained?
bocase
15/9/2020
13:02
Academics and Accountants are not sales people.
1blazer
15/9/2020
11:51
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
11:47
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
11:44
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
11:35
perhaps now its hit double bottom you will follow your impulse to buy?
rogerrail
15/9/2020
10:56
when it hit that double top i wish i had followed my impulse and sold.
adejuk
14/9/2020
16:12
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
09:42
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
09:35
What effect ifs any could this have on the IQE share price?
dockenfieldman
14/9/2020
09:15
Not a rumour Nvidia purchase ARM for 40bn dollars From Softbank ,announced onBBC website
paraone3
13/9/2020
21:39
rumours Nvidia want to buy ARM for $40billion
davemac3
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