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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 32626 to 32647 of 33100 messages
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DateSubjectAuthorDiscuss
20/10/2020
10:48
Savvy - thank you for your educated response !! Backward looking drivel. Interesting choice of words. I certainly don’t need educating by somebody who demonstrates such an amazing lack of understanding with regards to how businesses operate successfully. And please don’t make idiotic offers that your overdraft arrangements probably couldn’t facilitate with regards to my shares. Interesting that you didn’t bother to explain why IQE haven’t benefitted from the phenomenal success of iPhone 11. I guess it is because you can’t. Forget profit there’s absolutely no evidence that volumes increased dramatically. I love positivity but I absolutely loathe pompous overblown rampers like yourself.
dave_spencer
20/10/2020
10:22
I was being literal about buying his shares. I have 1.1million and add 10k a month while it is under 80p, stupid perhaps, but that is my money and my decision.
savvy investor
20/10/2020
09:59
Savvy it is a little silly to keep saying you’ll buy all shares under 80p. Are you going to sell your house or family and just keep buying? The share price has been under 80p for a long while now, and I doubt you’re able to afford all the shares under 80p that are on offer 😉 Because there comes a point when you frankly just sound unbelievable and at that point people will switch off from what you say as it lacks credibility. There are plenty of big holders here who have large 6 or 7 figure holdings. We get you are very positive and hopefully you will be proved correct in that stance come March and we will all prosper 👍🍻
tomduck
20/10/2020
09:06
OK, let's keep calm everyone. Both sides of the argument have equally valid points. Only time - & results over the next couple of years - will tell who called it right. As I've said many a time, my views lie somewhere in the middle. I'm still heavily invested, but history has taught me to remain sceptical. So I won't be adding more, however high - or low - they go.
lord loads of lolly
20/10/2020
08:47
Spencer if you dodnt understand the significance of which phones for apple have IQE content and this mornings cnbc article explaining which phones are being selected and how cost and margin on nth sales in volume IT works then I wont try to educate you further. Please sell me your shares, i am happy to pay 56p today and always happy to pay the full offer price under 80p. I will use my analysis, some of which I have shared rather than your backward looking drivel
savvy investor
20/10/2020
08:37
Savvy - And I could write a diatribe with an example of a company going into liquidation due to chasing volume with a vision of future profits that never actually transpired. IQE have historically failed miserably to make money. They are a little bit like the racehorse that was destined for greatness but never really tuned up on the day. Why do you constantly go on about Apple? The iPhone 11 has been the best selling phone in the world since it was launched 12 months ago. IQE’s turnover, profit and year end predictions don’t seem to have benefited in anyway whatsoever. Just take a look at what has happened to Apple’s share price, turnover and profit during the last 12 months.
dave_spencer
20/10/2020
08:02
Jim, I was responsible for pricing and hence margin for a very very large storage software company for the EMEA region. Very regularly to sign large customers you have to give what could be considered aggressive pricing to win the deal. We signed our biggest customer with revenue to us of over $150m per Annum, with margin of negative 40percent in Year1. The Margin was calculated carefully based on volume expectation, and increases over the term of the contract in 3 ways. We reduce Cost due to economies of scale, We develop like product to replace original but with higher capacity and hence again lower cost (read 8inch wafer), and of course 3 we sell more, hence increasing the benefit of the first 2, and we sell incremental product to our trusted customer along with using them as reference to sell to others who didnt want to do the same level of due dilligence in choosing supplier to keep costs lower for them (and us). At year 3 the margins were 42% positive. I believe Tim Pullen is far smarter than I. Here I believe the volume hasnt been there yet, but now and forthcoming will be at the levels to rapidly increase margins on the nth sale above £160m. So I have made investments accordingly and the article about the content in Iphones, and todays link to CNBC about customers going for the top models should rapidly bring this to the balance sheet. Good luck, please dont listen to me....
savvy investor
20/10/2020
07:07
You have to ask the question of who is responsible for pricing because if you are in negotiations with a major customer for a large contract or order, you have to have a reliable cost and overhead figure to get to a profit margin right and to make it worthwhile doing it. If you are blinded by the fact that it is a very large order and you must have it, you may just be going through the motions without actually making any money.Management hopefully approve all the contracts to ensure that they are worthwhile and not being just busy fools. If we are bidding to just get our foot in the door, then long term this is not going to help anyone. Tim Pullen is the accountant who has the job of reporting the historical results. Hopefully he is also very much involved in providing the information that is needed to make a good commercial decision when it comes to the most important job of all and that is getting the pricing right.
jimboyce
20/10/2020
07:07
Agree Lord! And I am pleased how many times he has referred to the model that means revenue growth now is hugely margin generative. Here is some pleasant reading for you, roll on 80p https://www.cnbc.com/2020/10/20/apple-chinese-users-are-mainly-snapping-up-iphone-12-and-iphone-12-pro.html
savvy investor
19/10/2020
22:17
Agreed, though I’m less worried about FY revenues. More concerned whether they make any decent money out of it. Tim Pullen should paper his entire office with three simple words “margin, margin & margin”.
lord loads of lolly
19/10/2020
17:57
Provonar, point number 2 is the crux of the matter I believe. I think the reason they usually seem to do worse than investors expectations are this. If in March 21 they do not handsomely beat £165m then this will be the reason, and if so I may exit because if the margin keeps being eroded the growing market doesn’t really help us.
crosswires
19/10/2020
15:55
lord loads of lolly - indeed, no chickens being counted. Now that the demand/release risk is reduced, the two big down-side risks I see that remain are: 1. IQE losing market share - there is an ongoing expansion in epiwafer production capacity across the globe, including with many vertically-integrated manufacturers; 2. Low IQE pricing power, especially on volume orders. I can see how IQE are fighting the first risk, with their diversification into a 'materials-solution provider', but there's no visibility into how the second one is being addressed (expanding your customer base can help, but there's no knowing whether the customer demand is out-stripping the IQE supply). The next trading update will be very interesting to try to deduce what's going on at present...
provonar
19/10/2020
13:52
provonar - you'd have thought so wouldn't you? But as I pointed out in my previous post, we have been here many times before. As has the share price. So I won't be counting my chickens just yet.
lord loads of lolly
19/10/2020
13:37
Well, as far as the iPhone 12 & 12 Pro sales are going, looks like they're selling like hot cakes: hTtps://appleinsider.com/articles/20/10/19/initial-iphone-12-and-iphone-12-pro-pre-order-results-best-iphone-11-kuo-says "Kuo does not expect the upcoming iPhone 12 mini and iPhone 12 Pro Max to match iPhone 12 and 12 Pro, but pre-orders for the two remaining 2020 models could push overall 12 series pre-order sales toward "supercycle" heights." The low expectations built into the IQE forward guidance were driven by the uncertainty of the Apple release dates and consequent delays in the manufacturing ramp to fill orders. Considering that those orders from Lumentum etc. must now be in, this uncertainty looks like it will have decreased significantly. More grist to the mill ...
provonar
19/10/2020
12:36
Apple are expecting significant sales of the I Phone 12 mini in Asia and are placing extra orders from suppliers for parts , the 80m units forecast by year end may well be on the low side
paraone3
17/10/2020
19:58
Https://directorstalkinterviews.com/iqe-plc-28-9-potential-upside-indicated-by-canaccord-genuity/412857638 Yes indeed they missed out the decimal point and have now corrected (see link above) Unbelievable that they can make an error like that, calculated the upside at 1189% and not even check it!!
bocase
17/10/2020
16:41
X3 👍
crosswires
17/10/2020
10:31
And mine LLOL
dave_spencer
17/10/2020
08:50
Lord loads of lolly You echo my sentiments entirely.
flatpack
16/10/2020
22:36
sweenoid - I don’t find you - or the technology - boring. Far from it. What I do find hugely tedious are the endless predictions of a bright new dawn just around the corner. We’ve been promised that for the best part of two years from multiple posters here. And look where the share price is now. Only a few days back, excitement was building over Apple’s new releases. And a few weeks before that, we were assured the days of a share price in the sixties were well & truly behind us. Well they were, but not in a good way. Following repeated examples of over-guiding & under-delivering, most sane shareholders aren’t prepared to give IQE’s management the benefit of the doubt any more. Even if TY revenues exceed management’s £165m base case by 10% or 15%, I really don’t foresee a substantial re-rate. More a degree of stabilisation, as opposed to the current drift & drop. IMHO, trust has been eroded and it’ll take at least a couple of sets of forecast beats before we see any significant form of sustained uplift. Let’s just hope management actually delivers for once.
lord loads of lolly
16/10/2020
19:52
IQE are not the only supplier of VCSELs to Lite. Lite produce their own and I'm sure have another sub-contractor too. The iPhone12 will be the core income from VCSELs, the growth will come from Android customers. The last 2 months of the year are critical for earnings, so don't expect much news before then
lpavlou
16/10/2020
17:04
Cannacord- I wish!Happy to hold for a more conservative target!
oldscallop
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