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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 32551 to 32574 of 35675 messages
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DateSubjectAuthorDiscuss
08/10/2020
16:25
A warm welcome back to the 4pm buyer!
bocase
08/10/2020
16:21
Nice little run,
46maxon
08/10/2020
16:17
lokks like a managed short close might be on the cards. 80p by xmas?
adejuk
08/10/2020
15:04
https://compoundsemiconductor.net/article/112168/Appleand_s_influence_on_the_VCSEL_industry Apple's Influence On The VCSEL Industry Thursday 8th October 2020
maxwellsdemon
08/10/2020
14:47
now at the top of the descending channel/ sh.. or bust
adejuk
08/10/2020
13:56
looks promising
adejuk
08/10/2020
13:19
Funny thing looking at all the views in the last months. I have gone all in believing when the numbers are released they will be what the evidence points to. Others are, rightly, nervous the company have had 2 bad years and not taken advantage like many of the partners. IF results are what I expect, there are a lot of sceptics (again rightly so) that will likely decide things have changed and it is now a share with low valuation and high growth. In summary, I believe perceptions and expectations are largely half full. For me this is the best time to invest when valuations are backward looking in a share that you like. I may well be wrong, who knows
savvy investor
08/10/2020
12:55
Tomduck Fully agree , no excuses would expect Full year around 185M and rising between 25-30% next year
paraone3
08/10/2020
12:11
Para, more good news, so zero excuses for IQE not to thrash the £165m number then. I look forward to sunny days to come 🍻
tomduck
08/10/2020
10:44
Digitimes reports that TSMC has posted record revenues for September , up 3.8% sequential and 24% for first nine months of the year . More proof that the uptake of 5G and IOT gathers pace . Likely to continue for at least Ten Years until the world is connected.
paraone3
06/10/2020
18:43
Crosswires, 13th Oct reveal confirmed today 👍
tomduck
06/10/2020
13:16
13th is predicted as the launch event for iPhone 12 from various rumour gurus. Seems some doubt as to whether only the Pro Max will have Lidar or both Pros, would seem odd if not both Pros, but if only Max volume would be much lower as the 6.1” Pro has far more sales than the Max. We wait to see.
crosswires
06/10/2020
11:41
paraone3, Ah ok, I'd be very careful about making that assumption. On the IQE website they do state they produce many types of transistors for wireless applications: hTtps://www.iqep.com/markets/wireless/wireless-applications/ But this is only the wafer body of the transistor - which is the active part of the chip that actually does the job of being a transistor, but it's not the finished article of having the wafer diced, all the tracks laid to the resulting chip and the package put around it. If IQE really did this, they would have data sheets for the finished components on their site and a choice of package available (can, in-line, surface mount etc.). The only service they advertise is the epitaxy service. This is also why in that 23.7.2019 press release they have statements like, "... significant additional orders have been received by IQE from a second Asian customer, specifically addressing increased demand from Asian OEMs" - this customer is not an OEM, but is relaying the demand from the OEMs. The customer will be the chip producer. So, I'm afraid that I don't see the vertical integration on IQE side - they could be clearer in what they state on their website and in press releases, but then that's mainly aimed at industry experts within the supply chain who would understand what they mean. Us poor Members of the General Public have to try to tease out the truth by reading between the lines.
provonar
05/10/2020
21:32
although I might be reading too much into it, doing this "mini-buyback" now should let IQE avoid a much more expensive buyout sometime in the future. There is probably more to this story, which I assume will be "properly told" in the weeks and months ahead.
yankeekraut
05/10/2020
19:09
Provonar. Look on IQEs website under regulatory news , 23july 2019 wireless update , they don’t mention wafers but transistors , one can only assume the finished article
paraone3
05/10/2020
16:54
paraone3, Just coming back to your point on the pHEMT production - unfortunately I still can't find any evidence that IQE produce the finished, packaged transistors. You also mentioned the Singapore site at Tampines Industrial Avenue 3, which appears to be quite a low-slung, 2-storey building: hTtps://www.google.co.uk/maps/@1.3599134,103.9267482,3a,38.3y,0.27h,91.33t/data=!3m7!1e1!3m5!1s5IKg9hfft-0U2OWtui3gCA!2e0!6s%2F%2Fgeo0.ggpht.com%2Fcbk%3Fpanoid%3D5IKg9hfft-0U2OWtui3gCA%26output%3Dthumbnail%26cb_client%3Dmaps_sv.tactile.gps%26thumb%3D2%26w%3D203%26h%3D100%26yaw%3D80.49197%26pitch%3D0%26thumbfov%3D100!7i16384!8i8192 The Taiwan facility on Li-Hsin / Lixing Rd. is a bit more imposing: hTtps://www.google.co.uk/maps/@24.7755386,121.021306,3a,75y,142.36h,109.04t/data=!3m6!1e1!3m4!1s1GadOMbO4Xm6OfjS2j9C-w!2e0!7i16384!8i8192 On all the company registration websites, all I can find is that these subsidiaries produce wafer products, not chip products. From that perspective, that may actually explain why WIN Semi was happy to sell their share in the Singapore CSDC for a nominal one buck - if they had a nice wafer supply arrangement set up with IQE/CSDC, then they off-loaded all the wafer epitaxy risk to IQE (who are the specialists, after all) while securing a nice source of wafers for WIN Semi to then process into the packaged pHEMTs. If the CSDC really produces chips, I don't know why WIN Semi would be happy selling off a potentially competitive manufacturing site so cheaply. If you've got any online sources or references where you've seen the assertion/evidence that the CSDC carries out the chipping & packaging, I'd be really interested in seeing it.
provonar
05/10/2020
16:18
so far they have an open goal i anticipate its narrowing soon do they have so much control that thay can shut down any rise?
adejuk
05/10/2020
16:16
lll i am anticipating a re-rate on results. that's wmy question - what then?
adejuk
05/10/2020
16:08
adejuk - As already explained, they'll do it exactly like they did last time. And the time before that. And the time before that. Whilst notifiable shorts this year have decreased from 8.83% in Jan to 4.67% now, the share price has barely budged. 51.25p on 2 Jan. Just under 55p now. So it's pointless anticipating any re-rate on the back of shorters reducing. Might happen. Might not.
lord loads of lolly
05/10/2020
15:57
if there is a re-rate how will the shorts get out of 24mill? interesting times ahead the tren is already clear.
adejuk
05/10/2020
10:34
I'd have thought the potential downside was obvious. Namely, that their acquisition of this remaining stake fails to deliver the anticipated extra profits. After all, IQE has a very mixed record when it comes to acquisitions.
lord loads of lolly
05/10/2020
09:54
dave_spencer5 Oct '20 - 09:07 - 32181 of 32182 0 0 0 Has anybody got any idea how much the buyback cost? why don't you read the RNS?
davemac3
05/10/2020
09:25
It will be great news and significant for the share price to see any new reactors being ordered.
crosswires
05/10/2020
09:07
Has anybody got any idea how much the buyback cost?
dave_spencer
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