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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 0.17% 60.40 60.35 60.50 62.05 59.90 61.05 1,110,896 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 464.6 481

Iqe Share Discussion Threads

Showing 32476 to 32499 of 32925 messages
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DateSubjectAuthorDiscuss
29/9/2020
08:15
Are Nokia a customer? They have just been given BT’s 5G equipment contract.
davemac3
28/9/2020
15:56
paraone3 - it's not shortsightedness. It's simply a question of whether IQE will be able to capitalise on the 5G boom. To date, their competitors have, whilst they have not. Hopefully that'll change before long.
lord loads of lolly
28/9/2020
12:32
Glad too see my post this morning has drawn comment from both sides of the Spectrum , of course this does not distract from the explosion that is happening in the uptake of 5g worldwide . If people are short-sighted not to see this trend , more the fool them .
paraone3
28/9/2020
12:32
Glad too see my post this morning has drawn comment from both sides of the Spectrum , of course this does not distract from the explosion that is happening in the uptake of 5g worldwide . If people are short-sighted not to see this trend , more the fool them .
paraone3
28/9/2020
12:07
dave spencer - I also share your skepticism; however, it seems to me that, since both the build-out in Wales and the "supply-chain re-design" are complete, the numbers should be much better going forward. CAPex will be almost nill for the fore-seeable future. Listening to Drew on the earnings call, I "felt" an unusually optimistic tone, with caveats attached, as always. If IQE cannot significantly improve their financial permance over the next 6-18 months, then the whole lot need to be given the boot.
yankeekraut
28/9/2020
12:05
30% yoy sequential growth would be lovely but i’ll happily settle for 15% but with only a mild erosion of margins over that period.
tomduck
28/9/2020
10:31
paraone3 - Investors latching onto this trend is hardly a mystery.IQE have demonstrated the most incredible lack of ability when it comes to showing meaningful profits considering they have so-called world beating products according to both Nelson and some of the posters on here. What is more of a mystery to me is how the IQE board managed to persuade the local council and numerous institutions to invest heavily in a company with such a poor track record when it comes to making money. Forget the leverage spin. Yes it sounds reasonable if you ignore the fact that IQE will be under pressure to reduce their prices if their customers are in a position to substantially increase the size of the orders they place. In a lot of cases IQE don't deal direct which is an extremely vulnerable position to be in as their customers will also be under increased price pressure from the end user.I really hope I am wrong but unfortunately history has a habit of repeating itself with IQE.Just my opinion. DYOR.
dave_spencer
28/9/2020
08:45
Monday morning and a slight recovery in share price , fully expected the 49p range. Checked the Far East on digitimes which is the bellwether of the tech industry in Taiwan , Singapore and Japan , and no sign of any let up in the take up of 5G and associated infrastructure. The people that know predict that it will take at least 10yrs to complete the switch to 5G and beyond , so a 30% sequential increase in revenues per year is not beyond the bounds of possibility ,so you predict IQE revenues to be in the £1bn plus within 7years . Why investors have not latched onto this trend is a mystery to good a oppertunity to miss
paraone3
25/9/2020
15:10
Show me the MARGIN! Let’s see if they have made some expansion in this regard come March.
crosswires
25/9/2020
15:01
paraone3 - So the company is giving £165m minimum guidance this year, but you're expecting to see a 30% uplift next year (rising to 58% if your £260m "moonshot" is met). Sure, I get all the sector growth stories. They've already been done to death on this board and have certainly benefitted many of IQE's partners & competitors. But not IQE so far. There's nothing like being an optimist and I certainly hope you're right. But as our PM has amply demonstrated this year, there's a fine line between being optimism & remaining credible. In any case, turnover isn't the prime issue here. It's all about profit (or more precisely so far, the lack thereof).
lord loads of lolly
25/9/2020
14:24
Do we have any idea of likely sales/revenue for IQE from HAMR next year and the year after?
nickwild
25/9/2020
11:26
Normal late Friday sell off , 49p a possibility at current rate . On the brightside the Far East still going strong , and as most of IQEs new revenue streams are Far East related in and around 5g smartphones and antenna products , bring on the ,New Year ,expect to see 30% sequential increase in revenues for 2021, possibly 260m , have a good weekend
paraone3
25/9/2020
09:36
I make no apologies for being interested in the technology and services that IQE products enable. I found yesterday’s Seagate Datasphere presentations very interesting. Of course our main interest here is VCSEL enabled HAMR , which is finally going into production in December. If anyone else is remotely interested, it’s worth registering and watching the following video presentations. Seagate are obviously aiming to use HAMR and its Cortyx initiative to enable ‘enterprise’ customers to match the cloud and data storage abilities of its hyperscale customers. I find the concept of how all our data is managed and stored fascinating, I appreciate others won’t 😂 hTtps://seagate.admv360.com/product-hamr hTtps://seagate.admv360.com/ExecSession5 If you just want the HAMR ‘bit’ of the second video go to 11 minutes in, if you want the whole data storage conundrum watch the lot it’s actually rather educational It’s a mad world out there but I see no evidence that the technologies we provide for in the digital world ( like HDD storage featured above) are being affected in a negative way by the plague, although obviously I share the disappointment that the share price is where it is. Have a sunny weekend, looks like an opportunity for the last BBQ of the year? S
sweenoid
25/9/2020
06:32
Last years trading update was 18th Nov. So about 8 weeks until we can all start getting excited....unless of course there is a material update before that.
hutchmeister
24/9/2020
14:53
sf5 - true. But if you Google LITE's 5 year share price graph, then IQE's, it ain't pretty. We're around the same level now as in March 17 & again in June 19. Whereas LITE is still higher now THAN AT ANY TIME since late Nov 19. Therein lies the problem. So far, IQE has never recovered from its late 2017 surge. And despite a brief uptick following the Covid lows of spring 2020, its graph for the last c. 3 years resembles a Ski Sunday graphic (and not in a good way!)
lord loads of lolly
24/9/2020
14:33
But why should it? Most IoT devices I assume connect to WiFi or perhaps BLE/ANT+. Perhaps later on they will have 5G eg if operating away from base or a hosting device eg a phone. On the share price weakness, don't forget that some IQE customers eg LITE, SWKS are well down from their recent highs (>20% for LITE)despite reportedly bullish comments at their last updates.
sf5
24/9/2020
13:47
That's a shame so the IoT doesn't need IQE tech at all.?
tonsil
24/9/2020
12:59
ASI said a couple of days ago , the share Price will go through a period of minor cuts and slowly drift downward. Nothing will change this unless a large dollop of good news arrives in the morning post, so just sit tight until the December update, hopefullythey will have a more clearer insight into the Full Year figures.
paraone3
24/9/2020
10:45
dalep716 - Not quite true. They did counter shorters' mischief-making (Muddy Waters in particular) when these were implying dodgy accounting practices at IQE. Sadly, they never totally dispelled market doubt. Unfortunately for LTHs including me, until there's a consistent improvement in sales - more importantly profits - this share is likely to remain range-bound & moribund.
lord loads of lolly
24/9/2020
10:01
Comments from IQE! I'm guessing you're a new holder. A little better these days thanks to TP but generally almost as silent as the grave!
dalep716
24/9/2020
09:39
I bought first shares yesterday at 54 and 53.4.Obviously market down today that normally happen the day after I buy in.Anyway, let's hope the company is doing well so can look forward to prices over £1 maybe early 2021
sick of it
24/9/2020
07:28
dollar rise should help income
nickwild
24/9/2020
07:23
Come on let me hold your hand. There is that better
boboty
24/9/2020
07:14
We are nearly 3 months into H2 and I can’t find any comments from IQE about how they are progressing given their previously incredibly depressing views of how the year could end. Obviously it is an incredibly difficult time for companies to realistically forecast, with accuracy, exactly what the future will bring. The market currently is showing absolutely no enthusiasm for IQE and there has been a steady fall in the share price since H1 results and H2 forecasts which frankly given the lack of information is unsurprising. Companies generally publish good news. Perhaps IQE’s year end forecast is more in line with what they know is actually happening ??
dave_spencer
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