Iqe Share Discussion Threads

[poombear] 17/8/2017 15:27

I just caught myself daydreaming that I had a share that could be sold at £1.38 and bought back at £1.30 everyday.

[jitters3] 17/8/2017 15:15

Should bounce at 129/130 if it follows yesterdays pattern

[fullbright] 17/8/2017 14:54

Few sneaky ones in the poachers' bag I think. Fingers crossed

[garethpaulmorgan] 17/8/2017 14:24

Hi guys, no problems. Thank you for the advice/ posts. I suppose I found the language used in some instances a little curt and perhaps wouldn't be the same if we were all in a room discussing. No problems, I'll watch this share on how it evolves and use as a learning experience. I'll just view the bb boards rather than engage. All the best.

[grabster] 17/8/2017 14:08

Sorry Gareth - I agree with thereptile - several people here have offered you friendly, helpful replies - and all you do is moan about the unhelpful few rather than thank the good guys that graciously helped answer your question.

[hammerd2] 17/8/2017 14:07

I've said it before and I'll say it again - IQE are not the only ones who can profit from efficient use of filters.

[thereptile] 17/8/2017 14:01

Gareth, several posters have pointed you in the direction where you will find

Excellent summaries of their own and professional research and analysis, what are you

complaining about ?

[desperate dan] 17/8/2017 13:35

gareth,

Help yourself first and people on this board will then be queuing up to help with your questions where you might not find enough detail.

Just like life really!

[garethpaulmorgan] 17/8/2017 13:16

Well guys, first and last time posting. Everyone's egos seem to be wrapped up in this. I am not expecting to be spooned fed not and I just wanted to engage in the conversation.

At one point you all were trading and sought to improve yourselves. I have been trading for a relatively short amount of time ~2 years and have done well through my own research and thought I'd post today.

I recognise that some people have been supportive but I see why people don't bother with these board. Just full of people full of self importance incapable and unwilling to have patience with a new comer.

[monkeywench1] 17/8/2017 11:25

IQE is the largest outsourced supplier of compound semiconductor epitaxy wafers globally. It has the most comprehensive product offer, which encompasses over 100 patents and a rich pool of trade secrets. IQE takes very thin discs of compound semiconductor material up to 150mm in diameter (wafers) and deposits successive thin “epitaxialR21; layers, each containing different combinations of semiconductors on them. By controlling exactly the thickness and composition of each of the layers deposited on the substrate, IQE is able to provide customised wafers that meet each customer’s precisely defined electrical and optical requirements. These epitaxy wafers are used by manufacturers of wireless chips and optical devices such as laser chips, which carry out further processing steps to create finished devices.

[desperate dan] 17/8/2017 11:18

gareth,

With respect, don't expect to be spoon-fed. There's a huge amount of well researched material on this board - get on with it.

The following will keep you well occupied:

1. For the tech and DNA of IQE, check posts from sweenoid, hammerd2, sheep_herder and someuwin, to name just a few. That information is invaluable to obtain a reasonable level of understanding.

2. If you don't have one already, download an annual report and study the figures carefully.

3. Get hold of recent broker's notes and compare the figure projections with the AR.


If you're not totally excited at the end of doing that then make a appointment with your doctor, because something will be awry in your own DNA!

[lurki0] 17/8/2017 11:02

Gareth - if you want to 'reach out' to a community you've come to the right place. As a first time poster on ADVFN you'll find the board a mine of valuable information.

[grabster] 17/8/2017 10:57

That Shares magazine chart image (post 4876) usefully shows a perfectly reasonable climb - nothing scary at all.

I always keep an ear open for negative observations regarding any of the stocks that I hold - in case my hard-earned cash is at risk. I listen - I check out the known facts - and I react where reacting seems sensible.

With this stock I have done enough of my own research to be comfortable with it being among my largest holdings. Price slippage as low as £1 would not alarm me - so the downward shift yesterday certainly doesn't and nor would a few more days of falls.

[tonsil] 17/8/2017 10:52

GPmorgan
Is it really worth a billion?

Good question and you can go through Sweenoids emails and come to your own overly detailed conclusion if you can avoid being wrapped up in the science of it all.

Another way of looking at it is that we are at the beginning of the widespread use of Compound Semiconductors which will eventually be all pervasive where they can add performance and new functions.

Imagine you were in a similar stage at the beginning of the use of semiconductors and wondering if a leading company was or would ever be worth a billion. That seems a silly thing to wonder with hindsight eh? IQE is a key mover and shaker in enabling technology to move forward. Without them there would probably be either no iPhone8 or at best it would be rationed and too expensive.

Glad I wrote that. It makes me feel better holding during the bounce :)

[poombear] 17/8/2017 10:51

I don't think they are in the VCSEL market either.

[sheep_herder] 17/8/2017 10:49

gareth, again, looking at historical data is pointless. Email me at my username at outlook dot com and I'll send you the Peel Hunt note that will clarify the VCSEL market for you.

Secondly, XFAB are an analog/mixed signal company, nothing like IQE apart from the fact they process wafers.

[garethpaulmorgan] 17/8/2017 10:36

For me, I assumed these threads are a discussion tool.I was hoping to reach out to a community. I have tried to adopt no love for any particular share and in reality, the markets do what they will do.

Looking at the history-

The director dealings were a little bit of a concern (obviously they need to cash out at some point, but if you were on the inside and had a bit order book/ potential I'd probably hold on)

Another reason is looking at similar businesses. For example XFAB recent IPO

Just a quick glance so figures may be wrong so feel free to rip apart-

Revenue $512.9m
Operating profit $50 (in 2014 was $8.7)
Current market cap $1.14B (quick look at google so take with a pinch of salt)

XFAB seems to be more dynamic and is valued about the same. IQE's operating profits seems to be quite stagnant when compared.

Again - I am just looking at some other companies to compare and doing my research.

[sheep_herder] 17/8/2017 10:21

My filter list just got Big'r.

[grity] 17/8/2017 10:16

The best bit of advice Sweenoid left
Is I don't constantly look at the share price
It will look after itself .
Think a few need to do that here .

[nickdr99] 17/8/2017 10:12

3rd most viewed share today on Hargreaves Lansdown, and 3rd this week on the buy/sell list (74% buys).. for what its worth. Certainly we have some attention...

[someuwin] 17/8/2017 10:07

Big7ime - 14 Aug 2017 - 09:14:33 - 4538 of 4864 IQE's time has come - 2017 and beyond! - IQE
Two yrs ago I was predicting 5pps with per30 sp150p
Now I update that to 8pps per40 sp320p for next yr

[thereptile] 17/8/2017 10:05

I love those innocent queries. So subtle

[big7ime] 17/8/2017 10:04

I constantly question my holdings, I like to get to the bottom of a question. I try not to fall in love with my shares, these boards should be used to discuss both positives and potential negatives and to question to get others opinions.