Iqe Share Discussion Threads

[darola] 20/7/2017 07:23

Id say 18 is correct. It's probably a 12mth process to get new premises, tool up and ramp up production.

[owenga] 20/7/2017 07:20

Confused. Do they really mean h2 2018 or h2 2017?. Looks very promising though.

[darola] 20/7/2017 07:20

"a more significant upgrade to current market expectations could be delivered for 2018"

This should see some revised broker forecasts...

[mad foetus] 20/7/2017 07:18

This is how we make money: by joining the dots others are too lazy to see. The house broker will get IQE, everyone else will need to be led by the nose. The measured style may avoid the hype but to a careful reader the message comes through even stronger for not being shouted.

[shavian] 20/7/2017 07:15

A careful, conservatively worded statement from our new Hon Vice-Chancellor. Great expectations unadulterated by hyperbole. I like it. However the market thrives on hype so we'll see how we get on after 0800. The news now in the pubic domain is old hat to most of us on this thread, but much of it may go right over the heads of the wider investment community. Poor dabs.

[crazycoops] 20/7/2017 07:13

I think impressive enough for broker upgrades which will make many of the metrics look cheap for a high growth company. Depends on one's expectations. Personally, this is a core holding for me and I like that the company is now clearly in the midst of an upgrade cycle without expectations getting too far ahead.

[mad foetus] 20/7/2017 07:12

The last sentence is the key one: exceed market expectations for the year and likely substantial upgrade for 2018 onwards. I expect the share price to be 120p by this time next week.

[rivaldo] 20/7/2017 07:11

Fantastic stuff - up we go today.....

"In light of recent progress and its increasingly confident outlook, the Board expects the Group will now exceed market expectations for the full year and whilst it remains early into the start of the mass-market adoption of our technology, it is possible that with the current contract momentum, a more significant upgrade to current market expectations could be delivered for 2018."

[hammerd2] 20/7/2017 07:10

Stonking.

My only concern that despite all the good news in the wind analysts were not significantly increasing EPS dealt with nicely. Upgrades all round to be expected shortly.

[gersemi] 20/7/2017 07:10

I think that's impressive, especially their focus on expectations of what's to come which is the primary driver of the market

[panic investor] 20/7/2017 07:07

Impressive enough though ? We'll see

[spursspurs] 20/7/2017 07:06

wow, impressive :)

[desperate dan] 19/7/2017 20:20

Good to see NAS stocks on a bit of a roll, including all those highlighted in the header. At the time of writing OCLR putting in a strong performance.

[someuwin] 19/7/2017 19:18

Lumentum: Now A 3D Sensing Story

Jul.19.17

Summary

•Lumentum has a growing and profitable optical business but the real potential is in its VCSEL technology for mobile applications.

•The lack of certainty in 3D sensing revenue is creating large potential upside for LITE over the next year.

•LITE should be one of the strongest optical stocks in the next 18 months as they become the leader in 3D sensing ahead of FNSR and others.

•As Apple's new Iphone goes, Lumentum is likely to follow.


The optical components industry has been on fire the past 2 years. Optical stocks such as Lumentum (LITE), Finisar, (FNSR) Applied Optoelectronics (AAOI) and Oclaro (OCLR) have enjoyed large share gains since early 2016. The growth of cloud data, 5G networks, and metro US/China network builds have greatly increased the profitability in the sector. The optical bull cycle is accelerating and it looks less cyclical than in the past with multiple growth drivers pushing them higher. If the names continue to show that the growth is more permanent in the past with less boom/bust cycles, the sector should continue to thrive.

However, some of the companies in the sector have a new large scale application for optical technology. 3D sensing is the next big application for optical technology. As CEO Alan Lowe commented in January “We were at the Consumer Electronics Show in Las Vegas meeting with customers and the level of interest in 3D sensing was overwhelming.” Lumentum has serious cache in this area as before it was spun out of JDS Uniphase, it provided laser diodes for the XBOX Kinect console in 2011. 3D sensing is an evolution of this technology. The fact they have provided scale and reliability in the past has given them an edge over a competitor like FNSR new to the market. AAPL will have multiple suppliers, but LITE has the large advantage in this area.

[zapa] 19/7/2017 18:12

'Always buy last years tech it cheaper and just as good..'

Was that old tech working or did you mean ' it is much cheaper....'

[beeezzz] 19/7/2017 17:52

LOL....There is one born every minute.....problem is with all this tech, when battery gives up that's it, built in obsolescence.

Always buy last years tech it cheaper and just as good....

[luxaeterna1] 19/7/2017 17:13

Apple: A masterclass in building a smartphone for £125, then selling it to mugs for £700+. You will never fail selling technical products to non-technical people.

[someuwin] 19/7/2017 16:12

"The smart factory. The fourth industrial revolution. The industrial internet. Whatever you prefer to call it, Industry 4.0 is becoming one of the defining themes of the current era, promising the combination of connectivity, flexibility, artificial intelligence and speed required to deliver next-level industrial productivity.

So where does photonics fit in? Perhaps it would be easier to ask where doesn’t photonics fit in. From high-speed optical data links to the versatility of laser materials processing, and the feedback and intelligent decision-making made possible by machine vision systems and optical sensors, the smart factories of the near future will exploit photonics like none before..."

[dr_smith] 19/7/2017 15:27

Maxwellsdemon. "the company responsible for supplying the iPhone 8’s advanced 3D camera sensors will need some time to ramp up supply "

"The company".
I am no Apple expert but have read third parties saying Apples policy is to have 2+ suppliers for EVERYTHING, so there shouldn't be a "The" in the singular sense.

I assume this is a non-unique need. Implementing new technology by its nature means supply will not be plentiful - more likely have a premium cost in the short term, until supply ramped up.

Not an apple fan myself, more of a synic I am told, so can't help thinking Apple products in short supply is seen by them as a positive and a newsworthy story likely grabbing more attention that taking out adverts for new phones.

Gotta go now.. caller on 2 syrup tins and string ;-)

[poombear] 19/7/2017 15:16

I've always been a Samsung/Android man myself, but might consider Apple this time around. Although I hate not have a back key at the bottom of the phone screen.

[maxwellsdemon] 19/7/2017 15:02

.............Not only will the iPhone 8 release be delayed slightly, but quantities will reportedly be severely limited at launch due to ongoing yield issues and component shortages. As a quick example, there have been reports that the company responsible for supplying the iPhone 8’s advanced 3D camera sensors will need some time to ramp up supply to the levels Apple needs for a massive global launch.........

[darola] 19/7/2017 14:55

Edited from the SMT thread.

ASML picking up strong momentum.

+8% in last month

The global largest manufacturer of semi-conductor/photolithography machinery.

Relationship here?

[crazycoops] 19/7/2017 11:41

I agreed hammerd2, far too many TLAs :)

[twatcher] 19/7/2017 11:24

"There's only so much money you need"

My experience is that need and want tend to be two entirely different things :)