Iqe Share Discussion Threads

[darola] 26/6/2017 10:55

How is L2 looking? LSE showing a lot of 'uncategorised' trades (neither buy nor sell).

Given the news and educated speculation out there, I'm surprised anybody is selling. But sufficient people seen not to believe, else the price would be higher.

[bauchsapt] 26/6/2017 10:39

Mine too...sweenoid did they respond to your email you wrote them last week?

[maxibrit2] 26/6/2017 10:04

Mine as well.

More like donkeys I'd say.

[hammerd2] 26/6/2017 09:54

My 10c have been sent to both of those business mega-brains. Honestly, talk about lions led by sheep...

[sweenoid] 26/6/2017 09:32

I agree 100% with Hammerd and also with Maxwell.about the Apple NDA, I would also comment that IQE are and will remain ( for a year or two at least) in an incredibly strong negotiating position re their VCSEL proposition. Apple and their competitors AND their 3D sensing chip suppliers will be literally scrambling for supply of VCSEL wafers, they WILL be in short supply, it will be like the old days when 'memory' coast a fortune-IQE is in a very strong position .in this instance Apple will not be master and the supplier the dog!

As for the delays to IQE's plans I council that every reader and contributor here LOBBIES the Welsh 1st minister Carwyn Jones and the business developer manager Ken Skates- if you are Welsh it's more important. A simple e-mail sent to them , their addresses are below expressing bewilderment about this entire process and seeming obfuscation would suffice, lets pile on the pressure folks, my 2 are sent already
[e-mail]
And
[e-mail]

S

[poombear] 26/6/2017 09:18

Maxwell if this is for CREO then mid term it's even better news, should play out over the coming months.

[poombear] 26/6/2017 09:16

I should have said if such a contract exists.

[hammerd2] 26/6/2017 08:49

poombear you can't breach an NDA if you don't have one. IQE don't have a contract with Apple and in any case have never mentioned the word Apple, that has only come from City and press gossip.

[maxwellsdemon] 26/6/2017 08:26

poombear,

I am still guessing that what is being transferred from North Carolina to Newport is cREO/GaN for RF and/or power switching and/or RF filters.



From the South Wales Argus article posted by bauchsapt:

“IQE have been clear from the start of discussions that they were considering either a move to south Wales or an extension of their existing premises in North Carolina,” she said.

“The first minister met with the general manager of IQE in Pennsylvania back in March to help secure this deal for Newport and we are continuing to work closely and productively with the company.

[mad foetus] 26/6/2017 08:17

Chart looking tasty, could move very quickly from here.

[poombear] 26/6/2017 08:08

It worries me slightly that public Welsh government discussions specifically naming an iPhone contract, might be viewed as a breach of NDA.

[bauchsapt] 26/6/2017 07:40

hxxp://www.southwalesargus.co.uk/news/gwentnews/15370034.Plaid__39_s_concerns_over_tech_contract/

Similar article to what we already know posted today ..

[fingers xxd] 25/6/2017 22:30

Bamboo - IQE - 86.00p

[sweenoid] 25/6/2017 15:16

As an investor I of course want to see the share price as high as it can be , but I also prefer to see some fundamental news backing the rise, therefore I would be more than happy to see the share price consolidate at about 82-85 for 3 weeks or so. My guess is we get the IMS on Tuesday 18th, it really should be positive, then in the following 2-3 weeks we will get trading statements and market comments from all our big customers who report from 20th July -7th August, we will also be getting increased hype all the time re the iPhone8 launch , Lumentum, Finisar and others will be forced to comment on 3D sensing orders in their conference calls, which will create opportunities for good news-flow. The decision by WAG to rubber-stamp the new factory in Newport due 14th July should also add to the momentum

If everything and only IF everything goes as I forecast -good bullish IMS, expansion plans agreed, continued newsflow on VCSEL 3 D sensors, sentiment remains positive, then I think 125p is achievable by late September

In the meantime it's cheap as chips IMHO under 100p
S

[logica2me] 25/6/2017 14:44

I'm reasonably confident we'll see £1 before the month is over.

[mad foetus] 25/6/2017 13:46

Also worth remembering that it is likely that whatever develops happen in smartphones will be mirrored in tablets.

[poombear] 25/6/2017 12:48

Nice writeup from a PI's trading diary.

[sweenoid] 24/6/2017 22:18

Lol
Our research indicates Finisar will initially have a lower operating margin than Lumentum due with its (3D sensor) offering due to lower scale from its manufacturing facility," added Newton.

And anyone listening to me will realize that's because Finisar are using 4inch wafers ( almost certainly) rather than their unique 6 inch wafers which I am betting Lumentum have access to and more importantly have the capability to use

It really IS straightforward and easy to work out folks ......and it WAS at sub 20p too ;-) but nobody was listening

By the way Maxwell -I agree the Newport proposition may well be primarily for GAN on silicon for Power applications, rather than VCSEL production -last years CAPEX expansion has been acknowledged as in part being due to increasing VCSEL production capacity, although at the 2016 AGM the CEO stated that production in certain sites could be switched quickly from 1 'type' of wafer to another.
The CEO and chairman still think -in response to my question that GAN on silicon will be a bigger earner than anything else we have... Which is pretty staggering given the VCSEL and indium phosphide photonic opportunities that are already showing explosive growth
S

[gersemi] 24/6/2017 18:43

Lumentum 'Best Play' On Apple 3D Sensor Market, Price Target Hiked

REINHARDT KRAUSE

6/22/2017

Lumentum Holding (LITE) is the "best vehicle to play the near-term iPhone 3D sensing opportunity," said Stifel, which hiked the company's price target on Thursday.

Apple (AAPL) is said to be interested in 3D sensors for facial recognition as well as augmented reality for the iPhone 8, which is expected to be rolled out this fall.

While Lumentum has discussed its 3D sensor market opportunity, it has not named Apple as a possible customer. Finisar (FNSR), another fiber-optic parts maker, is also ramping up production of 3D devices but hasn't talked directly about Apple.

Patrick Newton, a Stifel analyst, hiked his price target on Lumentum to 73 from 53. He increased Viavi Solution's (VIAV) target to 11 from 9.50.

Lumentum shares inched down 5 cents to close at 62.45 on the stock market today. Viavi shares gained 0.9%.

"Our research continues to indicate Viavi is the primary filter supplier for the forthcoming iPhone given superior technology and patents," said Newton in the report.

Lumentum is the former communications and commercial optical business of JDS Uniphase, which restructured in August 2015. JDS Uniphase spun off Lumentum as well as its test and measurement business, which became Viavi.

"Our research indicates Finisar will initially have a lower operating margin than Lumentum due with its (3D sensor) offering due to lower scale from its manufacturing facility," added Newton.

The core business of Finisar and Lumentum is optical communications for telecom networks and data centers. Consumer electronics and smartphones would be a new market opportunity.

[mad foetus] 24/6/2017 17:06

Ah man, I love your charts bamboo

[bamboo2] 24/6/2017 15:12

On this Flagpole Minimum tp = 96

[picobird] 24/6/2017 14:33

McCains has got competition:)

[tomyumgoong] 24/6/2017 00:47

Sheep Herder,I hope that was tongue in cheek sarcasm! Lol

[sheep_herder] 23/6/2017 23:23

Cool. IQE are moving into making chips. Didn't know that.