Iqe Share Discussion Threads

[darola] 28/7/2017 20:38

TBH I'm less bothered about how they do it, so long as they do it and keep doing it, and do more and more of it....

[amt] 28/7/2017 20:09

Wow thats about 6m quids worth of shares. Makes me wonder if the share price has got a bit ahead of itself. I shall see what happens on Monday but surely it will take a few days for the market to absorb that lot.

[sheep_herder] 28/7/2017 18:23

Darola, perhaps you should research fab processes to understand why it runs 24/7. TL;DR every fab runs 24/7.

[darola] 28/7/2017 18:10

Also the role shifts show they can't get the stuff out fast enough...

Hours /Shifts;24/7 basis; 2 day shifts, 2 nights shifts, 4 rest days

[darola] 28/7/2017 18:08

Offers a risk of course, if they can't get the headcount to fill the demand...

[darola] 28/7/2017 18:07

No surprise, plenty of recruitment going on at IQE.



Plus this..

Due to continued growth we are expanding our team and are looking to recruit Shift Equipment Technicians positions at our Cardiff facility.

[poombear] 28/7/2017 17:29

Bocase enn increased their short this week.

Have no problem with the sale, just a point in time transaction. We may see a short time dealing opp though.

[barnetpeter] 28/7/2017 17:29

Sold out after this news.....a long way up and the directors clearly think this is near the top. After 500% in a year its not that surprising I guess. I am sure the results will be very good but they will need to be to sustain this mkt cap. Too high for me now and directors choosing this moment to sell is a big red flag to me and perhaps suggests time for a fall back to the 90's.

GL holders.

[grity] 28/7/2017 17:28

The retrace has nothing to do with direcors selling!
It's just our American partners slight share price fluctuations
Causing this minor drop , we will soon be making
New highs , fill your wellies while you got the opportunity!

Sweenoid hats of to you for all your input highly appreciated .
Roll on 2018 agm ...
Img going south was a blessing in disguise all proceeds
And much more now in IQE .

[shavian] 28/7/2017 17:23

Yes, thoroughly well planned and well deserved by our directors. Nice little dip in the share price if it continues on Monday ( unlikely in my view) it will give those who have missed out an opportunity to get in / top up at a very reasonable price. Crikey, would I have called a quid a share a'reasonable price' a year ago? Amazing when you think of it.

[gnnmartin] 28/7/2017 17:14

As you say, Sweenoid, Nelson taking a loan to buy more shares has paid off handsomely.

I could see why it was viewed negatively at the time. The structuring of the loan was not very transparent. TW asserted (I think with evidence to support him) that the loan was secured on IQE shares that were transferred to the lender, which technically counts as a sale and should have been reported as such. TW also asserted (again, I believe with supporting evidence) that the lender had immediately sold the pledged shares, which partly accounted for the dip in the share price to 12p. Add to that the strong contrast between earnings and EBITDA, which is typical of accounts of frauds like Quindell. In such circumstances a falling share price produces suspicion and lack of confidence: and did so in almost everyone except for you! So congratulations to you.

The lender has caught a severe cold, unless (or even if) they have been buying back the pledged shares in the past months.

[bocase] 28/7/2017 17:09

Don't worry about the directors selling. Yes it will create an overhang of shares that the institutions need to get back into the market but they will soon be gone. The two directors still hold more than 30m shares. As Sweenoid suggests..pay off the loans and well deserved treats for the families.

Ennesmore sold short at a very low price yonks ago..no connection.

[poombear] 28/7/2017 17:02

It does make you wonder if Ennesmore had caught wind of the dir sales.

[tini5] 28/7/2017 16:51

I don't understand why this can possibly be a bad sign? IQE is succeeding and at some point I will most likely want to top slice so I can invest in other companies that I think are worth investing in. I won't sell more than 20% though because there's a 3 year+ picture here that's worth holding onto and one day, dividends...

Why is it PIs expect a BOD to hold onto every share they own? Why shouldn't they be able to reward their own investment and take something back in return for their hard work - when it pays off.

[tini5] 28/7/2017 16:46

Any time I've tried to be clever and sell with the intention of buying back on the dip, I've screwed it up.

[bocase] 28/7/2017 16:39

Big7ime:

Maybe the directors realise that by selling they may trigger more short term selling and provoke a situation whereby they can re-invest at a lower price. We are talking about 6.8m shares here where each penny is worth £68 000 so maybe they know what they are doing. It is interesting though that the shares were sold, obviously to an institution at 6p below market price. You can bet that those shares (or some of them) have just been sold by the institutions at a nice 4p profit hence the pullback we have just seen.

[toptrump1] 28/7/2017 16:34

they know the figures?

[bocase] 28/7/2017 16:31

In my limited (40 years) trading experience it is more dangerous to get out even though a short term pull back can be expected as getting back in maybe at a much higher price. How many on this board regret selling lower down only to pay more to re-establish the position. Traders trade but savvy investors hold tight and this is definitely one to hold.

[richardc77] 28/7/2017 16:31

Thanks so much ;)

[qs99] 28/7/2017 16:25

er directors still hold a shed load don't they from that RNS?

[american idiot] 28/7/2017 16:24

* Short-term double top alert *

You've been warned.

[toptrump1] 28/7/2017 16:22

directors sold few

[tini5] 28/7/2017 16:03

Don't be daft, read the RNS properly.

[sweenoid] 28/7/2017 15:13

The COO and the CFO sold some recently, now the CEO and Chairman have sold some ( at a much more attractive price) . ALL have committed themselves to not selling anymore in the immediate future.
I like the wording of the RNS- the 'issue' of the loan which enabled the CEO a share purchase AND to enable him to loan significant amounts to the CFO in order for HIM to buy shares was in retrospect an incredible deal for them - they bought the shares at about 12p, when the share price was at the bottom and sentiment was awful. In part I believe those shares were bought to signify their confidence in the company when sentiment was at its low, confidence in the investing community was poor, it showed great foresight and was not done without risk, but as we all know many viewed it negatively- I never understood that.Since when has buying shares by senior management with a loan been a bad idea, all they are doing now is taking some well earned profit and in the case of the CEO , repaying the capital, managing his future retirement and having a few treats :-)

I congratulate these guys on their profits, their retained holdings and their commitment to the company.
S