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

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Can’t think of any ‘downside̵7; in today’s news other than a minimal dilution which is insignificant. Acquiring the remaining 10% of shares is interesting- why bother to do it? I have my own thoughts, and as you would expect they are positive, in effect it’s a mini buy-back, buying your own ‘shares’ that you see as undervalued? I think the comment ‘zipstruckR17; highlights the positive aspect, in that it is implicit ( to me it is) that “ looking forward to further growth in the future,” that things are going well with the 40% expansion in 2019” and that capacity is being reached in terms of utilisation and hence further reactors will shortly ( if not already have been) ordered to satisfy demand S
Tim Pullen, Chief Financial Officer of IQE, said: "IQE's Taiwan subsidiary is of strategic importance to the Group as a base for epitaxy production in the Asia region. Having invested in the expansion of the facility in 2019 and looking forward to further growth in the future, I'm delighted to be bringing the entity under wholly owned status."
Time of flight sensors in the fancy new robo-dyson. *want*
IQE generate a lot of sales in the last 6 weeks of the year so not sure the update in Nov will reveal too much
IQE generate a lot of a
Two things I've learnt today: 1) By his own admission, sweenoid's not a techie. Who knew! 2) Some investors still believe shorters have it all wrong and will be massively squeezed before long. If I had a pound for every time I'd read that, I wouldn't ever have needed to gamble on IQE! As tomduck puts it, shorters have already reduced significantly. And sadly, they found they could exit quite easily, without causing so much as a ripple in the share price.
lord loads of lolly
tom not a chance in hades
Aphro, we didn’t see a spike in the share price when shorts reduced from 12% to below 5% so I’m not convinced we will see a major spike when they reduce further. I suspect they will wait until next year to reduce further, pre earnings unless they get info to show IQE will not massively beat the £165m forecast in which case you may see them increase. We may see a spike IF IQE fire on all cylinders re earnings and profits, and guide significantly upwards for 21/22, because then there will be retail punter demand along with institutions and they will then be chasing the share but that is not nailed on by any means. Of course that would be the perfect storm but as we have been discussing for some time on here that would take IQE to perform as well as their peers bottom line wise, so cannot be taken for granted.
If you are a chart follower, the one that Hornblower kindly posted on 30 September provided reasonable evidence that the fall from 66p after the interim results had run its course. The market certainly tested the 50p level but clearly there was sufficient demand for stock that the sellers have concluded the fall has bottomed. Whatever one believes there is no doubt in my mind that the hedge funds involved in shorting IQE shares do communicate with one another. They cannot afford to be found to be creating an artificial market but their antics are at times quite blatantly questionable and I am afraid our toothless FCA is totally oblivious to what is going on or is too busy to investigate! However, it has been quite evident that IQE’s share price has been manipulated down 25% by a series of cleverly manipulated daily transactions. But the big question now is where do you believe the shorters will find 40m shares to close their positions? The fact is market trading volumes and the lack of liquidity in the shares will not provide the market makers with the ability to provide the volume of stock the shorters require. It appears the recent fall has now bottomed and the rise over the last couple of days indicates the demand for stock. So, come on ADVFN IQE posters, many here are very good on speculating on IQE’s margins and sales, so now put your thinking hats on and indicate where you expect the price will have to go to allow 40m shares to be bought back? And more importantly who will be selling the shares? The reason I pose these questions is that if the share price recovers to the mid 60’s ahead of the next results and IQE does deliver the good results many are anticipating here, it could be a blood bath for the shorters. The shorters need to keep the price down here and will use every trick in the book to do so. We could be in for an interesting few weeks of share movements!!!
That AMS webinar was quite interesting 🧐 The key thing I learnt was the importance of the Serial Photon Avalanche Diode ( SPAD) in TOF- time of flight modules, used for 3D sensing, proximity sensing, gesture recognition etc etc etc Simply put ( because I am not a techie) Essentially it is the SPAD that detects the incoming ‘light’ signal that has been generated by the VCSEL and bounced off the target. In the recent results presentation AND audio, the CEO makes special mention of specialised avalanche photo diodes ( p.16) in relation to the datacoms business rather than 3D sensing, as I guess the 10and25G APD’s are more high spec for that utility? However the provision of SPADS in ADDITION to VCSELS in TOF applications, would suggest another revenue opportunity? Just thinking, thats me done till the Apple announcement on the new iPhones which should generate some interest especially when the LIDAR is confirmed in to top- end phones. Customers of course will start reporting Q3 results and all important outlooks starting end of this month. I see Apple report 29th October. At present I expect the IQE trading update to arrive at about 20th November?? S
I am no fan of Trump and I would certainly agree that he allegedly has a personality disorder. However the thought of slow Joe who will be 82 when his term in office as POTUS ends just fills me with dread. I struggled desperately when Trump and Hilary Clinton fought for the presidency back in 2016. I just couldn’t believe that those two utterly distasteful individuals were actually the best America had to offer as a leader of the free world !! Having said that what we are facing now is considerably worse. People will vote for Biden because they hate Trump and not because they like Slow Joe !! And as a result Biden will probably be the next president and if that happens the world markets will suffer badly both short and long term.
Colsmith . Perhaps some might feel that Trumps actions have contributed to causing more deaths due to Covid than would have occurred if he had taken the pandemic more seriously both at the beginning and even 2 days ago when he and west wing staff fail to take precautions He could akso be accused of inciting the violence of right wing groups, climate change denial etc etc. On the other hand he has a personality disorder so you could argue his behaviour and actions are not his fault even so another 4 years of Trump is not what the world needs So maybe not that odd for some not to wish him well I’d like him to go away quietly I feel a little sorry for the missus who apparently cried when he won the election. And not in a good way
Looks like vitamin D is the solution. Anyhow not sure any comment of POTUS is worth making but more to the point is that way the UK operates - just think about ARM now a token on a monopoly board - went to Softbank (thanks Mrs May) for $30 and now they want toll for to NV for $40bn. Why is it that anything that looks like a game changer in the UK the political lot preside over a sale. Sad really. And not even a blink when APPLE pounced on IMG! But wish POTUS and his wife well anything else is surely odd?
Provonar I knew that someone would pick up on that but all I can point to is my memory and I can't guarantee the accuracy of that. However, I am sure that it has been discussed on here a number of times in the past so perhaps one of the long term holders can help me out....?
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.
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
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
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
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.
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.
History from multiple companies tells us that betting on Apple as a life long partner is a foolish thing to do.
Agree Lord, I was making the point in a flippant way, ie we dont know
savvy investor
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