Iqe Share Discussion Threads

[crazycoops] 14/8/2017 18:18

sweenoid, trades of a certain size can have delayed reporting so that orders can be filled before declaring. It's not something I pay much attention to but might explain some of the delayed reporting you are referring to.

[picobird] 14/8/2017 18:10

Nice finish last week & nice start this week. Beginning to realize how Alice in Wonderland felt when she keep saying 'but it's my dream' :)
Many thanks to sweenoid & dpm.

[sweenoid] 14/8/2017 17:53

I don't look at the monitor during the day, have far better way she to spend my time , but always have a quick look at the trades after close , the volume of trades displayed post 4.40pm in the last 2 weeks has been HUGE , that is repeated again today, what's all that about and why are so many being reported 30+ minutes after market close- can someone please illuminate me.

either-ways, another 21/2 % of shares issued were traded today,2-21/2 % of shares have been traded daily for weeks now-amazing as its fuelled a bull run ++

Is it safe for those shorters to get off their toilet seats yet, or should we keep them stocked with loo roll ;-)

Comments on the new analyst tomorrow
S

[pyglet] 14/8/2017 17:52

Crazycoops Absolutely. Need to be before the herd.

[crazycoops] 14/8/2017 17:44

I don't want to comment on anyone's specific buy/sell decisions (timeframe, exposure, risk, volatility are all factors for individual consideration). However, it is highly likely we are going to get significant broker upgrades for 2018/2019 shortly after the interim results in early September. Many investors, including high net worth and institutions, will take their guidance from those notes. High upgrades will inevitably lead to buying pressure and one imagines, a corresponding share price reaction.

[rogerrail] 14/8/2017 17:26

O/T

Some posters here will be aware of FTC capitalised at only £25m with £2.6m net cash & which among other things makes GAN amplifiers for wireless back-haul transceivers . Its smaller broadband division which last year had revenues of £4.9m, today announced a further defense order of £4.8m over three years building on the previous £13m eight year agreement announced in December. Worth taking a look.

[little minx] 14/8/2017 17:13

Must be mad to sell now with results due early September but each to their iwn

[sogoesit] 14/8/2017 17:05

Now there's a FING...

[hew] 14/8/2017 16:45

pyglet, no indeed IQE is not a FANG stock - one day perhaps?! - but Apple is, and FB and Google use massive data storage, in "the cloud" I understand, and maybe where Netflix keep all those films? IQE provides basic infrastructure, so perhaps IQE shorters think some relevance as far as share prices go ........? (Not me - IQE my largest holding and I expect it so for some time.)

[potential] 14/8/2017 16:20

Crazy to sell now !! But each to their own.

[hammerd2] 14/8/2017 16:13

It takes time to build out premises and to get them producing. From memory the factory capacity utilisation reported between AGM 2016-2017 went from circa 50% to circa 95% (please someone correct me if I misremembered). Some of the capacity came from reducing the time made available to prototyping functions (again, IIRC).

Now, there is a ma-hoo-sive new level of capacity coming onstream in Newport, but that will probably not be contributing much until H2 FY 2018 - FY 2019.

Capacity seems to be the only constraint at the moment. So a little caution in predicting massive imminent increases in neartime forecasts is probably wise.

[fuji99] 14/8/2017 15:50

Time to take some profit. Will sit on the sideline for the time being.

[fuji99] 14/8/2017 15:50

Time to take some profit. Will sit on the sideline for the time being.

[big7ime] 14/8/2017 15:24

The nos speak for themselves in that Lumentum statement
From $5m last quarter to $200m pipeline

[luxaeterna1] 14/8/2017 15:15

Tricky to balance here.

Meteoric rise, can they rise another 50%?

At an EPS of 3.2p in 2016, assuming a PE ratio of 15, the market has already forecast a tripling of the current profit levels, from £20m to around £60m.

There will be some further serious expansion, but it's a tough call whether IQE can ramp up to a £1.5bn company.

Fantastic company btw, just trying to temper the hype a bit.

[emmash] 14/8/2017 15:03

Having first bought into IQE at 45p in Feb I thought I may have missed the boat somewhat but I'm delighted to say I topped up again this morning even if I did wish I'd bought more originally. Great board, thank you all!

[pyglet] 14/8/2017 14:45

IQE is not a FANG stock

[maxwellsdemon] 14/8/2017 14:36

According to analyst Gene Munster the increase in demand for Lumentum VCSELs from the mobile phone manufacturer(s) (presumably Apple?) is due to Apple increasing the number of phones with 3D capability.

An alternative explanation could be that Apple have increased the power output (brightness) of the VCSEL arrays in each phone. This would translate to a proportional increase in VCSEL wafer area per phone. The reason I think this might be the case is that Tim Cook in hugely keen on AR and he will want the best performance from the AR 3D camera. If the performance of the initial prototype was not sufficiently good for Tim Cook (e.g. it did not perform well in bright sunlight and/or had insuffcient range) then a quick fix engineering solution is simply to increase the brightness of the VCSEL array. The brightness can be increased up to the eye safety limits.

(Note: The VCSEL chips mounted in packages by the likes of Lumentum for 3D camera applications comprise a large number (circa 100 - 1000) of small VCSELs integrated on the chip. So what is on the chip is a VCSEL array. Die area, for 3D camera applications, can go up or down but I think die area has gone up?)




"In the June-qtr, Lumentum recorded $5M in 3D sensing revenue, but more impressively they received over $200M in bookings in the quarter, which they believe will all be shipped by CY17. We believe the majority, if not they entire order, is all being shipped to Apple. We believe these comments further confirms 3D sensing (and in-turn AR applications) will be a focus feature in the next iPhone.

In addition, Lumentum highlighted they have increased VCSEL laser capacity by 25 – 30% from what they anticipated only one quarter ago. Given the uptick in Management’s demand forecast, we believe advanced 3D sensing capabilities will be integrated in more iPhones that what most were previously expecting."c

[big7ime] 14/8/2017 14:32

Sweenoid, What sort of revenues then are likely for this data centre stuff?

[monkeywench1] 14/8/2017 14:30

Brilliant.

[thereptile] 14/8/2017 14:29

Still not getting it sweenoid

Tell me again please

From the beginning don't leave anything out

[big7ime] 14/8/2017 14:28

The thing is with a short, shares have already been sold, so they must expect a large correction. I won't be too concerned until the reach 3%

[hew] 14/8/2017 14:10

Re the occasional comment here on IQE shorts, a piece in today's FT states that there are substantial shorts on the four FANG companies. Currently, in total, they stand at £8 Billion loss. (May have been $, sorry.)

Whatever philosophy underlies those shorters positions - apart from deep pockets - it may be that the IQE shorters are hanging on to their coat tails.

[pyglet] 14/8/2017 13:42

Neat buying opportunity there. £1.50 by sept

[isaready] 14/8/2017 13:40

I don't have these, but well done for those who held, waited and still hold.