Iqe Share Discussion Threads

[sheep_herder] 10/8/2017 14:15

Because most of us who work for big named tech companies have some pride and decent morals. :-) Plus, do you really need the company to tell you they're in the iPhone? Perhaps a few more throw away comments would help. lol

[stepone68] 10/8/2017 13:42

Thanks Ken, that article does contain some useful extra information.

[carcosa] 10/8/2017 13:30

The PH numbers being bandied about here are from a throwaway press remark regarding 2018 in a perfect world See the comment here:

[someuwin] 10/8/2017 13:29

My 4340 came from the IQE investors page here...

[sheep_herder] 10/8/2017 13:22

stepone68, Peel Hunts note about the VCSEL market was what was possible on top of their current estimate. My email is my username at outlook dot com.

[aimingupward2] 10/8/2017 13:17

someuwin - your post 4340. Where is the quote from, please?

[stepone68] 10/8/2017 13:13

That just confirms what I'm saying. EPS will be in single figures, this year and next, unless Peel Hunt are reckoning on a PE ratio under 13.

[stepone68] 10/8/2017 13:07

Does anyone have a link to it?

[someuwin] 10/8/2017 13:01

...Read the Peel Hunt note.

[stepone68] 10/8/2017 12:55

Don't see how that is possible. Revenue last year was 130m. Forecasts are for 140m this year and 150 next. Even if we were to optimistically put revenue to 200m, cost of sales approx 140m, admin costs static, that still doesn't reach double figure EPS.

[grity] 10/8/2017 12:14

If the eps goes to 15p & pe
Stays at is 47 , then share price should
Be £ 7.00 ...

[toffeeman] 10/8/2017 12:04

Fullbright - indeed I am and a scholar :)

[big7ime] 10/8/2017 11:32

Two yrs ago I was predicting 5pps with per30 sp150p
Now I update that to 8pps per40 sp320p for next yr

[big7ime] 10/8/2017 11:24

Thanks guys.

Just been reading that article re Shares mag

""Optimistic forecasts seen by Shares imply the potential for a three to four-fold jump in current 3.7p to 3.8p of earnings per share (EPS) next year to 31 December 2018. IQE is sensibly playing down potential hype."

That implies eps could be 15p by next yr! Figures that have also been suggested by PH

Can this be possible? If anywhere close today's share price is a cracking good buy 😁

[panic investor] 10/8/2017 11:16

they won't announce a deal with Apple, if that was to happen they would no longer have a deal with Apple.

[pyglet] 10/8/2017 11:15

I think today's RNS should have been announced with a megaphone. It's truly tremendous.

[chickenrun1] 10/8/2017 11:09

I'm truly looking forward to September now.

There is no way IQE can stay an independent co after announcing a deal with Apple, they will be snapped up with that in the bag I am sure. £2+ will be a fair value without any bid in my view.

[someuwin] 10/8/2017 11:00

"It is IQE's epitaxial layer processes that enable chips to operate at the high frequencies (radio frequencies or RF) that is used for all forms of wireless communications.

Our "epi" processes also provide our customers with materials that enable the conversion of energy to light or light to energy for sensing, lighting and power generation technologies. We produce materials with precisely controlled atomic compositions to emit or detect/receive light from the infrared, through the visible and into the ultraviolet range of wavelenths.

...

Our customers are supplied with process optimized, cost effective, world-class epiwafers from our state-of-the-art, global manufacturing facilities.

Offering the industry’s broadest product range with the full support and security of our global operations, we are ideally positioned to support the growing needs and demands of our customers.


Contract wafer manufacturing is a fundamental business strategy for an ever-increasing number of compound semiconductor device manufacturers. The epitaxy process is one of the most critical and expensive parts of the manufacturing chain and, due to very significant technology developments over the past several years, now requires the highest level of expertise which is most readily available from a trusted specialist supplier such as IQE.

By contracting with IQE, customers are assured of the highest quality epiwafers and substrates. Possessing the largest independent manufacturing capacity worldwide, IQE are able to achieve enhanced economies of scale that no other merchant epiwafer manufacturer can realize and few in-house capabilities can match. IQE can help customers reduce their time to market with access to volume production of new materials and emerging technologies.

...


In today's dynamic marketplace, our customers are looking to reduce their financial and technical risks associated with developing or maintaining an internal capability. This allows them to free-up significant capital to focus on the added value sector of the business chain.

Every epiwafer supplied by IQE is manufactured to the customers exact specifications. IQE is highly sensitive to the confidentiality of each customers design specification and has safeguards in place to ensure that customers intellectual property remains proprietary".

[markycrispy] 10/8/2017 10:56

£1.3 resistance needs breaking then can see £2 easily

[toyin] 10/8/2017 10:55

Big7time

Is this of use?

All the best


www.hl.co.uk/shares/shares-search-results/i/iqe-plc-ordinary-1p/broker-forecasts

[dr_smith] 10/8/2017 10:43

Big7time:
"Does anyone know a good site that lists all the latest broker tgts. Digital look is a bit out of date"

Not precisely what you asked for..and median target of 128 likely mirrors the out of date figure you speak of:

[daijavu] 10/8/2017 10:34

Research Tree does a free trial month