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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
  1.80 2.83% 65.40 65.10 65.65 66.00 63.45 63.70 12,712,912 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 503.1 521

Iqe Share Discussion Threads

Showing 32501 to 32524 of 33100 messages
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DateSubjectAuthorDiscuss
01/10/2020
15:22
Some interesting statements being made on here... JamesRowe - where did you glean the info that there are Apple staff onsite at Newport? I wonder how that works with client confidentiality... If they were there during the over-ordering debacle, it's even more embarrassing that the supply-chain messed up so badly. Paraone3 - nice to hear that base station inclusion is confirmed, not just involvement in the 5G transceiver side on the actual hand-sets. However, are you sure the RF filters sold by IQE are the finished product? (I.e. wafer diced, tracked and packaged?) That would be very interesting to know as it would show a much larger level of vertical integration at IQE - essentially covering both Tiers 1 and 2 towards the base-station OEM. I'm not sure this is the case, however. Would be lovely, if correct.
provonar
01/10/2020
15:21
Thanks Para, Amy is really responsive, and without summising too much this is all part of the increasing margin puzzle that Tim Pullen will be working on day in day out as it will, if goes to plan, will make the finances very attractive indeed. The current lower margin will be a thing of the past with such activity along with economies of scale volumes, imho and many times discussed by Tim on calls this year...
savvy investor
01/10/2020
15:05
Savvy. Interesting e.mail from Amy Barlowof Iqe, I emailed Iqe yesterday regarding Davemac5 question regarding wether Iqe product was being used by Nokia in their base stations for BT , in the recently announced tie between BT And Nokia as replacement for Huawei in the 5g infrastructure take up . As I posed the question are Iqe product going to be used by Nokia , I did not think for one minute I would get a reply but low and behold I did Amy Barlow has stated that Iqe product is being used in 5g base stations but could not disclose names of Companies due Confidentail Clauses ,but would only reiterate what was disclosed in the 1H update . Read into this what you will , but now we know that Iqe product is definitely in 5G infrasture possibly in the shape of RF filters, each base station has multiple filters possibly up to 50 per unit . As these are the finished product as opposed to a Epi Wafer they are sold direct to the customer , ie larger price and and margin
paraone3
01/10/2020
14:46
Yes Bukko, I know, although thanks for clarifying as I meant through the supply chain to Apple, who are the end of the chain... but again thanks as I dont want to confuse..
savvy investor
01/10/2020
14:15
You are correct Bukko but I was just being simplistic as the fact that Apple is not actually a direct customer of IQE doesn't change the situation. As far as I am aware one or more Apple staff are are in any case based on site at IQE in Newport.
jamesrowe
01/10/2020
14:09
Savvy, IQE's contract is with Lumentum not Apple. It was extended a few months back to 2021 I think. 11-V1 now own the Sherman facility via the takeover of Finisar. They seemed rather evasive about 3D sensing wins in the recent presentations I have seen with questions deflected by reference to gradually gaining market share.
bukko
01/10/2020
14:06
History from multiple companies tells us that betting on Apple as a life long partner is a foolish thing to do.
jamesrowe
01/10/2020
14:03
Agree Lord, I was making the point in a flippant way, ie we dont know
savvy investor
01/10/2020
14:01
Perhaps we could all stop speculating and just wait for the actual results.
lord loads of lolly
01/10/2020
13:33
Perhaps IQE is negotiating a new contract with Apple, but as not signed yet is notifying low forecast in case the worst happens? Perhaps Apple will announce the need for double the amount of IQE product in all top end phones next week? Perhaps AR becomes a must have in all high end phones? Perhaps Sherman facility quality is not as high as IQE and they lose Apple contract?
savvy investor
01/10/2020
13:03
Perhaps going forward IQE is losing a bigger percentage of the Apple business than expected to Sherman Texas but the company is managing to blame the pandemic for a poor outlook whilst hoping that it will be able to diversify and grow other customers before the truth gets out??
jamesrowe
01/10/2020
11:37
:-) well i have more than most if them...after 30 years of investing and taking a lot of advise from Buffet in his biography I am not concerned with the low share price at a time I have no wish to sell and an appetite to buy, why would I...
savvy investor
01/10/2020
09:36
Perhaps the board and Savvy are in cahoots to enable Savvy to keep extending his overdraft and keep adding at these levels? Just saying ;) Tom, agreed that the AR revolution is still a little way off, it may prove to be a killer application and filter down to everything but like we have seen with VR it may struggle to become a really big thing. VR is still trying several decades after gaming launches.
crosswires
01/10/2020
08:31
We have now seen over a 25% drop in the share price since the publication of the results and all on the back of very light turnover in share dealings. I have said it before and will repeat. With regular disappointments resulting in performances in the share price would you as a manager of funds take the risk of investing in the company? With all this past volatility in the share price one would expect the CEO, and the company broker, to be sensitive to this by now and would have plans to nail anyone who has been involved in undermining the share price. But what did we get with the last set of results? Conservative comments warning of the potential risks to the economy which might affect their future earnings. Unbelievable, when many other companies involved in parallel technology have been announcing bumper results with corresponding substantial increases in their share prices! And all this when IQE was nearly 3-months into the second half of its trading year with surely a good insight into how trading was going! If, as a good number here believe, profits will be at the higher end, or even exceed expectations, why after such a conservative warning, can the company not provide an interim trading update? Come on Mr. CEO, bury the doomsters and let’s see the share price back in the 60’s with bullish broker updates and new institutions being attracted into investing in the business. Creating shareholder value should be the aim of all Board’s of Directors and it’s about time we saw some of this with IQE.
aphrodites
01/10/2020
08:21
Thanks Max, I like the potential of AR and of course ultimately via Apple Glasses but as is often the case it’s all taking longer than we thought a couple of years back. I think it may be 5years + until we start to see just what AR is capable of and before it starts to become a big thing. Still holding all my shares but like many not adding, patience still required, but it may be that we have to wait for March 21 to know more about of IQE can start to make hay.
tomduck
01/10/2020
05:38
http://www.semiconductor-today.com/news_items/2020/sep/trendforce-030920.shtml
maxwellsdemon
30/9/2020
19:13
Lord, of course there is no such thing as a safe bet, most investments are a gamble. I like the odds here. Products, market adoption, growth likelihood. The ace in the sleeve could be things we hardly know about right now, they are a cutting edge tech with new possibilities along with high growth in core markets predicted for many years to come. They also dont only rely on one technology or market segment and are rapidly becoming less reliant on Apple. New players playing catch up with Apple will need to leap frog some tech features to get noticed and will usually pay higher throughout the supply chain. Many other things will help margins, but none more so than simple production economies. Any revenue increases from here are highly margin positive so we should finally get the growth along with profits that many here have rightly said is needed. I want to be in before the evidence is provided. I might have egg on my face, I'm confident it will be from the egg and bacon at the 19th hole though as I retire the right way.... good luck...
savvy investor
30/9/2020
15:19
savvy - we agree that like any share, investing in IQE is a gamble. You refer to it as betting on a 5 to 1 horse with a "more or less" money back guarantee. As any bookie will tell you, there's no such thing! Though I agree some bets are more likely to pay off than others. And at its current level, IQE may fall into that category. You also refer to history & market sentiment as two of your four measures for being so optimistic at 50p. If history & market sentiment have taught me anything with IQE, it's NOT to be over-optimistic! As crosswires commented earlier, you & I probably represent the "glass half full v. glass half empty" school of IQE investing. I haven't sold any of my holding recently, so I am to a degree optimistic. But I also look at history, market sentiment & the possibility that economic fallout will ultimately hit ALL companies (though not to an equal degree). Which is why I haven't added, even in the depths of March. I'd rather lose out on potential extra profit than lose big time by betting the house on a single company with a checkered track record.
lord loads of lolly
30/9/2020
14:03
Was on overdraft when I thought it too good to turn down at 37p. For me it is a 5 to 1 horse with more or less money back guarantee as I dont see it any lower within my 2 to 3 year horizon but I do see it at 250p with the right results, hence I would prefer to invest in this than other things sensitive to lock down and economic fallout, IQE I believe are a great place for money not needed for 2 years, there are better places but not that I can select based on risk rewards, hence I am full blown optimist based on history, prospects, valuation and market sentiment that prevail at 50p. How you weigh up these 4 things matters and determines buy, sell or hold, hope you make the right decision for your own strategy, I'm very comfortable with mine.
savvy investor
30/9/2020
12:06
A chartist perspective...
horneblower
30/9/2020
09:19
It’s funny this bb has become a monotony of positivity v realism, one hand Savvy telling us he is buying under 80p all the time on his overdraft. Must either be small purchases or a whopper of an overdraft;) Also many pointing out that the sector is booming and will continue to do so. The realists agree the sector is booming and will continue to do so BUT the obvious sticking point is can IQE prosper as they have flattered to deceive in past two years whilst others have prospered. Until at least Dec we just don’t know, and even then maybe we won’t know until March. If there is any reason for the market to be underwhelmed then you can bet that the share price will not motor, but we all look forward to better days here, and it will be interesting to see. Anyone with a balanced view would probably see IQEs ability to prosper and see meaningful sequential revenue growth over a few years as the toss of a coin at best. However I see the downside as limited so happy just to let it play out for now...
crosswires
30/9/2020
08:30
Nice to see both sides of the arguement and as a eternal optimist I would just side with Savvy . As he says 5g tech is only just starting and will take at least 10yrs to develop its full potential. And with the US trying their hardest to stuff the Chinese there are vast opportunities to be had in the 5G and IOT sectors. Have faith
paraone3
30/9/2020
08:11
Not the house Lord, just the pension 🙂. Amd I continue to add anything under 80p... agree with your post, and my money says it is different this time, the demand side is totally changed and changing. Looking at an IT curve, many of the products are still in the early adopter or developing phase, where the company and the tech will make the money as it becomes entrenched in so many different parts of our lives. Imho as always. I worked for 15 years in storage and knowing how quickly his changes along with data centres taking 10% of all power consumed worldwide, photonics and storage will be like the switch from tape.... good luck.
savvy investor
29/9/2020
14:47
Recent share price movement suggests that however great the sector potential, IQE will remain range-bound around its current level until it shows us the money. Mr Market has simply had enough of false dawns, over-optimistic guidance & constant accounting adjustments. Consistent year-on-year rising sales & profits are what's needed now. Hopefully we're on the brink of this. But we have been here before. Multiple times. And look where it's got us! I'm slightly more confident that this time things will actually be different. But I wouldn't bet the house on it. So for now at least, IQE will be judged purely by results. Enthusiastic sector analysis & claims of share buying top-ups are unlikely even to move the dial.
lord loads of lolly
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