Iqe Share Discussion Threads

[sailastra] 04/7/2017 11:48

QS99
You are saying that the growth is going to be inside normal parameters and if you are correct, then selling is the right thing to do.. Although you would have done better to have done so last week. Both Peel Hunt and Singer suggest that the growth will be exceptional and have raised their target price to levels well above these.. Numbers will be increased once a real handle on the upturn can be assessed later on in the second half...Yield on a stock like this ??
In two years time if all goes to plan 78p will look like sea level...

[fluid36] 04/7/2017 11:27

Just grabbed a few more with some of my BooHoo profits

[qs99] 04/7/2017 11:08

i'm out, the N1 note has 2019, so 2 years out from now, EV/EBITDA at 15 times, with no yield, that is toppy IMO....DYOR and GLA

[maxibrit2] 04/7/2017 10:54

Rude not to top up again around 75-77p after recent action.

So I have.

[someuwin] 04/7/2017 10:52

Worth reposting from N+1 Singer yesterday...

"...IQE has performed extremely well during the first half of the year, but we expect plenty more excitement in H2. The group remains extremely well placed to take advantage of the high demand for Photonics wafers, which contain a higher level of IP and generate higher margins than Wireless wafers.

We outlined three areas which could drive material upgrades in our 24 March note “Upgrade cycle set to continue” and believe that H2 will see these expectations begin to be realised. The shares are already factoring in an element of these upgrades but we believe the potential size and scope justifies this. The most high profile of the opportunities is the rumoured VCSEL array which will feature on the 10th anniversary iPhone. We believe this opportunity alone could drive 75%+ adj. EPS upgrades based on an FY’18 exit run rate (40%+ on a fully taxed basis). This is prior to any further potential upgrades relating to the GaN on Silicon opportunity with MACOM or the full service DFB laser opportunity."

[sailastra] 04/7/2017 10:31

I agree, it was looking overbought short term and so nothing that has happened in the past week should cause alarm...A fall below the 50 day moving average would be of concern..i.e. a drop through 70p.. However I have taken the opportunity to add a few more, earlier on this morning..
The outlook here is just too exciting to ignore but the risks are always there to be considered

[jugu] 04/7/2017 09:52

Looks like those that sold out are waiting to get back in, including the prior reluctant holder. Thought we'd seen the back of him.

[bocase] 04/7/2017 09:50

It was patently obvious to all of us who cared to accept it that the share price had gone up too far too fast. When it reached 91p recently just a cursory glance at the charts would suggest a pullback to around 75p to keep it in it's rising trend channel. It may well overshoot a little below this but we should have expected a pullback to these levels just on profit taking but I would expect support at this level and new buying or re-buying to return. Fear not. I think we will see 100p within a couple of months

[someuwin] 04/7/2017 09:49

Bounced off the trend line.

(A trend that is firmly upwards)

[bamboo2] 04/7/2017 09:36

Now 50% retrace of the recent rise. Added.

[shanieboy01] 04/7/2017 09:36

Walked up by the mms. This will walk way back down again. Wish I knew where the bottom is

[rivaldo] 04/7/2017 09:29

Take a look at the chart in April this year. There would have been lots of posts asking what's happening then too.

Then look at what happened afterwards.

[volsung] 04/7/2017 09:26

Would be surprised if this goes below 75p

[monty9] 04/7/2017 09:24

If I was a serious buyer (I'm not but have held since 2009, selling 33% recently)I would certainly sit on the sidelines and see how far the current pullback goes. It has been a rapid ascent. I don't know where the bottom is but if this company does realise its potential the current price will look very cheap. If not, then expensive. I'm a believer; over the last 8 years we have seen the share price kicked all over the place but the company's management has consistently performed well and never let its technical edge slip. Given the hi tech and new market environment the company works in its financial results have shown pretty steady development over the years too.

[richardc77] 04/7/2017 09:15

I sometime wonder at the people who invest in shares. Nothing rises continually, and there are no "sure things". It's better to have an understanding of the potential but know that lots of things can impact the share price in the short term, so you need to have conviction in what you invest in. Jumping on something that has momentum without knowledge is a very risky business imo, one I could never partake in.

[az4hr] 04/7/2017 09:10

this is irritating me i topped up at 86p now my biggest holding and in freefall

[hammerd2] 04/7/2017 09:09

Had a feeling yesterday we could get to 75p, but figured today I might as well get a few more.....

Just need lankysop to sell his and we're in biz :-))

[fluid36] 04/7/2017 09:06

Just bought some more on the pullback

[taffy100] 04/7/2017 09:06

Cluster open for business

[wingrove4] 04/7/2017 08:59

Perhaps it is stop losses being triggered below 80p I have taken the opportunity to top up, hope I'm right

[tonsil] 04/7/2017 08:59

More sellers than buyers

[padayn01] 04/7/2017 08:57

What is going on with the price fall?

[big7ime] 04/7/2017 08:04

Might be worth btfd today

[lurki0] 03/7/2017 20:28

Great little videos. Makes you realise that the implications of the technology for IQE is actually much larger than its mooted use in the next iphone. Fascinating.