Iqe Share Discussion Threads

[berber1] 15/8/2017 17:04

We are still very far from the peak reached in dot.com era. I lost a bit when the bubble burst. There is a good chance that we may get to that level in the medium term. Gla

[big7ime] 15/8/2017 16:56

Herald Inv tst largest hdg is IQE too

[sweenoid] 15/8/2017 16:54

What a lovely day, great walk, super lunch, house broker goes to 180p, the sun is still out and a bottle of the very best Marlborough NZ Sauvignon Blanc awaits to celebrate another monster volume UP day :-)

Have just seen the Conacord note, it's 41 pages shorter than Stifel's initiation note yesterday but just as sweet- more tomorrow on that

A question -is there any truth in the rumour that there has been a large delivery of loo roll and Imodium to Marshall Wace hedge fund, they opened a short on us 14 days ago and have increased it since, very odd, very strange and likely to be very painful-splendid. Splendid.

S

[maxibrit2] 15/8/2017 16:46

Checking my ISA this afternoon, I see that the Marlborough UK micro cap growth fund now holds 1.76 % by value of its fund in IQE, its single largest holding. (Source HL website.)

As the current fund size is broadly similar to IQE market cap. at ￡940mill or so, at current price that implies roughly 1.65% holding in IQE.

I've no idea when acquired of course, but all adds to the buying pressure.


Under the radar at under 3%, but there must be a raft of funds in similar position.
M

PS

Thanks Dave S for generous sharing of information, it's invaluable and much appreciated.

M

[little minx] 15/8/2017 16:38

Somebody collecting shares!

[oblomof2] 15/8/2017 16:36

UT 147.5 not bad

[runthejoules] 15/8/2017 16:13

Sold about 1/3 of my profits on this spike, just because this rise seems ridiculous & I don't trust my own luck! Then read the last post and realised why it had shot up. 1bn means it qualifies for 'safe' funds. Dangnammit. Still, not enough to hate myself forever if this gets taken out for 800p tomorrow. GLA.

[skinny] 15/8/2017 16:12

That's a Billion Market Cap.

[grity] 15/8/2017 15:40

Don't know much about charts , however
Looking back to 2000/2002 lot of
Price movement around £1.50 to 2.50
Area. Rest are just almost straight lines
Up or down. That includes the recent move.
Think we may get a lot of consolidation
& choppy trading next.

[sheep_herder] 15/8/2017 15:05

Monty9 - not good enough! ;-)

[monty9] 15/8/2017 14:42

Thanks SH but don't feel too bad for me - I kept 2/3 of my original holding.

[sheep_herder] 15/8/2017 14:33

Monty9, I was going to offer my condolences. You hold for 8 years and then sell just as the ramp begins. Sorry for your loss.

[fullbright] 15/8/2017 14:28

Food for thought, what could, should, might IQRE's 7th Division be, if they were to develop into additional areas.

What are the other additional markets that they could adapt and tune into, given their expertise, assuming they had nothing else better to do.

[big7ime] 15/8/2017 14:26

Agreed Monty, one such co that might do very well BQE just gettin noticed

[monty9] 15/8/2017 14:23

Thanks MB, naturally it goes without saying I wish I'd had Sweenoids confidence and vision and kept the 33% too ;-)

[multibagger] 15/8/2017 13:46

Very happy for you Monty9 and well done for keeping the faith - the virtues and sweet rewards of patience :)

[monty9] 15/8/2017 13:33

The incidence of shares 10 bagging over a year is much greater than that of the analysts predicting it, or even mentioning it (though still far too few, of course). When analysis shows an explosive breakout but some small miscalculation or unexpected event results in merely excellent progress a cautious report does the job. An optimistic one will risk a fall in credibility. Brokers are nearly always conservative in the up side. This is doubly true for the smaller cap stocks.

The trick to making money in this market is to hold those companies that you can see have the potential to massively exceed expectations. Tech is a good place to look because it often benefits from operational gearing. A rapidly changing market is the downside of course. In the case of IQE it strong IP in basic 'next generation materials' limits the risk somewhat.

I have held since 2009 and sold 1/3 when they recently reached 71p. At the moment still running the rest.

[allstar4eva] 15/8/2017 12:52

Yep running your winners is easier said than done however risk/reward looks great still at this price hence I am staying put for the foreseeable. To be fair unlike a lot of the clowns on these bbs Bamboo seems to have a very decent record in short term trading so really it's a case of different strokes - whatever works for you. No one can get it right every time but he seems to get far more right than wrong...

[panic investor] 15/8/2017 12:47

Agreed BigTime - I trade round the edges of long term investments with a cash position - it gives me an opportunity if there is a fall anywhere

[big7ime] 15/8/2017 12:43

Running your winners can be difficult. Never bad to take profit after huge rise, it's prob gone high enough for short term. Share prices always overshoot both ways

[allstar4eva] 15/8/2017 12:33

Panic I completely agree that Bamboo is a genuine and respected trader (unlike many others on advfn). He wasn't the only one that sold though. Point is that you have to make your own decisions...