Iqe Share Discussion Threads

[richardc77] 08/8/2017 16:06

Macom are a good reminder of the decimation that can be visited upon a share price when a customer has an issue and therefore an impact on earnings. But looks a great buy around $40

[aimingupward2] 08/8/2017 15:54

"all in profit except nanoco"

Really, tonsil!? Not from the figures I've looked up. Perhaps profits are coming in this trading year?

[someuwin] 08/8/2017 15:53

Bought a few more MACOM. Expecting a strong recovery there.

[tonsil] 08/8/2017 15:29

Yes true but all in profit except nanoco. HZD particularly good investment.

[aimingupward2] 08/8/2017 15:25

Bit of an'energy storage' theme there, tonsil, and all loss making so no hurry. Thanks, nevertheless, for the suggestions.

[someuwin] 08/8/2017 14:32

Every drop is met with a volley of buying.

[tonsil] 08/8/2017 14:22

Aimingup hzd RedT cwr cpx and of course . . . nano

[aimingupward2] 08/8/2017 14:17

Re semiconductor - today.com article, it is headlined:

"Compound semiconductor market to grow at 11.24% CAGR from $40.452bn in 2017 to $68.915bn by 2022."

My view is that when such spurious accuracy is offered, unqualified by any moderating words such as 'about', 'around' 'at least' etc then, unfortunatly,the article itself probably doesn't have much credibility.

[pyglet] 08/8/2017 14:11

In TAP as well as in IQE. TAP though covers advertising for mobile devices also a growth industry.

[toffeeman] 08/8/2017 13:57

(Half) OT - can anyone point me to a site where I can specify individual stocks and see which funds hold them? (so an inverse fund screener!)

[arcadian] 08/8/2017 13:27

Agreed but I don`t own TAPT here where I come to sit at the feet of Gamaliel.

[aimingupward2] 08/8/2017 13:10

"looking for similar gems that may be currently unloved."

What might they be, richardc77? In my view, Taptica (TAP) is certainly one and Nanoco
(NANO) could well be another.

[arcadian] 08/8/2017 13:01

I don`t have any problem doing that either: something to do with money more than avoiding a declaration.

[hammerd2] 08/8/2017 12:00

sweenoid's always careful to stay JUST under the 3% 😇😇

[lurki0] 08/8/2017 11:44

Someuwin - thanks for doing the legwork on that one. Interesting to see.

[monkeywench1] 08/8/2017 11:42

Where is sweenoid on that list??

[mad foetus] 08/8/2017 11:04

Thanks reference point, but Hargreaves and Barclays are both nominees for PIs. My holding is through Hargreaves for example. Plenty of scope for more institutions imo

[petersinthemarket] 08/8/2017 11:02

Tks for brilliant cartoon max - absolutely sums up my kids and grand kids. pete

[richardc77] 08/8/2017 11:01

SH, to talk about 5-8 years out and count on anything is crazy. Whether that is your shares performance, the state of your marriage or if Donald Trump may or may not serve a second term! I'm fully aware of IQE's potential but also potential pitfalls to any company within your 5-8 years timescale, that is a long timeframe. However having been so lucky to get in late but at what now seems such a stupidly low SP, you can bet that I will monitor the possibilities regularly, and if by the end of next year there is plenty left for the taking then of course I'll not just up sticks and sell ;)

As for loading up, I have enough, and as IQE represents a large proportion of my stocks portfolio and the price paid was so low, I shan't be buying more, but looking for similar gems that may be currently unloved.

[referencepoint] 08/8/2017 11:01

mad foetus. Apart from Rowe Price & Herald, Hargreaves Lansdown, Barclays Wealth and AXA Investment Managers hold sizeable chunks. Altogether I calculate these 5 Institutions hold 31.19% Company Directors another 6.27% and we can only guess how many Dave Sweeney has.
Personally I feel gratified being in such company.

[sheep_herder] 08/8/2017 10:52

richard, fair enough, but by the end of 2018 we'll only be in the infancy of the growth curve. I would have thought the time to evaluate would be at least 5-8 years out given the timescales of bringing all these products online. By the time 5G handset are the majority might be a good point. Until then, park your lorry at the gates and load up. :-)