Iqe Share Discussion Threads

[diplomat65] 26/8/2017 10:02

Someuwin - sorry for missing the predictive text "correction" of your user name!

[diplomat65] 26/8/2017 09:55

Some Unwin: Malcolm Stacey's headline sums it up for me "Gut-wrenching nightmare" is right. Will the 5th of September never arrive? Seems to me, most PI's like me, especially those finding themselves on a multi-bagged like IQE for the first time have no idea how to handle the highs and lows. Who's to say the announcements on the 5th won't prove to be muted and the share price tumbles back to a realistic level, still climbing but not at such break-neck speed. Where's the Imodium?

[sheep_herder] 26/8/2017 09:41

"...Apple will be using IQE parts in its future 3D phones.".

Breathe Sheepy breathe.

[a0469514] 26/8/2017 08:14

I don't recall Sweenoid telling us about these sorts of VCSELS, so I have been doing my own research. Apparently VCSELS are used cosmetically too. If you look on IQE's website there is a nice picture of a young lady removing hair from her legs using a VCSEL enabled device (not joking, have a look). I guess they remove pubic hair too so perhaps this is what Sheepherder is on about. There seems no end to the inventive genius of IQE's boffins, could be another big growth market.Xylos

[mad foetus] 25/8/2017 21:04

They don't suffer fools lightly in the valleys that's for sure

[darola] 25/8/2017 19:08

Yep. He loses all credibility when he says "But if shares in IQE do not rise within moments of a confirmation of a deal with Apple, it will be a surprise."

But I'm sure he won't be the last....

It's kinda ironic that he tries to explain what IQE do, but doesn't really get it himself...

[edjge2] 25/8/2017 17:46

Meeh, but IQE seems to have regained its parabolic habit. I'm still a few pennies off.

[sheep_herder] 25/8/2017 17:00

galatea, another good example of why you shouldn't read that sort of tripe.

Anyone want to do the honours and tell us why IQE's growth markets for the next 5 years have nothing to do with Moore's Law or offering a solution?

[galatea99] 25/8/2017 16:09

Article from "The Share Centre":

"
IQE, the Welsh company that is preparing for a world after Moore’s Law

Back
Michael Baxter
IQE, the Welsh company that is preparing for a world after Moore’s Law
Written by: Michael Baxter on August 24th 2017
Category: Thought for the day
The share price is up five-fold in the last 12-months, why is IQE proving such a hit with investors?
circuit board

The back drop
IQE has been around for a while, its first manufacturing operation was established in 1988 in Cardiff. After launching a US facility, the company was floated in 1999.
And soon after IPO, shares soared and then crashed. If you had backed the company on day one, then let me relay my commiserations. Shares are still languishing at less than a third of the IPO price, and around a sixth of the all the time high.
But then the all-time high price was set in the year 2000, it then felt the force of the dotcom crash.
If you had bought shares after the crash, in December 2002, let me send my congratulations. Shares are up almost 35-fold since then.
Investing in companies after the share price has crashed is risky, but as the tale of IQE demonstrates, it can pay-off handsomely.
What it does
But IQE is very good at something that until quite recently not many people cared about. It is very good at compound semiconductor wafers – indeed it has an 80 per cent share of the market.
Compound semiconductor wafers are semiconductors made of various materials, including graphene and are quite different from the traditional silicon based integrated circuits.
And this technology is important for more than one reason.
The end of Moore’s law
Moore’s Law is not really a law at all, it is a description and a prediction. It was defined by Gordon Moore, co-founder of Intel, in 1965 who said that the number of transistors on an integrated circuit would double ever two years. The idea has been tweaked since then, but these days it is said to mean that computers double in speed every 18 months to two years.
But for some time, it has become clear that Moore’ Law is not what it used to be, we are simply approaching the limit to how much smaller we can go, without over-heating.
Moore’s Law is not dead, yet, but it seems to be dying.
But you know what they say when a monarch dies. The King is dead, long live the King – or Queen.
Silicon Integrated circuits are being replaced by new types of circuits. It is not so much Moore’s Law that is dying, but silicon integrated circuits that are dying.
Of course, compound semiconductor wafers are not the only option in the post Moore’s Law/silicon integrated circuit world. There is the option for specialist chips sets, and beyond that quantum computers.
But compound semiconductor wafers are very much of the moment and maybe will remain so for many years.
For as long as computers were doubling in speed every two years, few people cared about alternatives to silicon. But it is not like that now. Finding ways to prolong Moore’ Law is one of the most important challenges of the moment. And for companies that can play a key role, the rewards could be enormous.
All of sudden, IQE’s specialisation is in high demand.
iphone
IoT, VR and AR
But there is more to it than that. As the Internet of things gains pace, as virtual and augmented reality come into their own, demand for chips that are fit for this new, very high-tech purpose soars.
A recent surge in the IQE share price followed rumours that Apple was interested in its technology for the new iPhone. We may know for sure next month when the new product is released. But if shares in IQE do not rise within moments of a confirmation of a deal with Apple, it will be a surprise."



hxxps://www.share.com/blog/2017/august/iqe-the-welsh-company-that-is-preparing-for-a-world-after-moores-law/

Yes, I know, he talks of "a deal with Apple" and it won't be a direct deal with Apple!
But his meaning is very clear.

[eddyeagle1979] 25/8/2017 16:08

Motley Fool article today:

www.fool.co.uk/investing/2017/08/25/i-tipped-iqe-plc-as-a-stock-to-watch-in-january-but-wouldnt-buy-it-now/

[maxwellsdemon] 25/8/2017 16:07

CST Global foundry confirms Swedish buy-out
12 May 2017

Sivers IMA acquires Glasgow-based semiconductor laser maker to boost its offering across broadband communications.

Shareholders in CST Global have approved a deal that will see the Glasgow, UK, producer of semiconductor lasers become part of the Swedish telecoms component maker Sivers IMA.

[sweenoid] 25/8/2017 15:55

poombear- I needed to be reminded!
thanks
S

[loobrush] 25/8/2017 15:17

Well this is a bouncing baby boomer of a share, every time it drops it tends to bounce higher next time around. 1 have not encountered another share in such a very high growth area that has such a high % of the market which is exciting.
That and the new technolgy centres in Wales & abroad means they have students and researchers working on more applications keeping them ahead in the game.
Keep bouncing higher IQE until your in the stars.

[sheep_herder] 25/8/2017 14:46

sweenoid, ok, understood. I think my view would be that these type of developments are likely always with partners. Given IQE only supply the wafer, you can't do much in terms of product testing or qualification without a partner to perform the backend laser wafer processes.

From the stuff I've read and patents I've found, there are lots of people looking at NIL. I mean commercialising it rather than RnD.

[poombear] 25/8/2017 14:45

Sweenoid I'm sure you already know this but for those that missed it, we are in collaboration with CST Global for commercializing NIL.

This contains the original UK innovate award. Very last page.



Then this month, we saw this, which leads me to believe the project has moved to a 2nd phase with CST Global to produce a product.

[obiterdicta] 25/8/2017 14:32

Sweenoid AIUI the fact of collaboration on NIL demonstrates that there is a market there ready to gobble up sales. Better than R and D a concept and then hope it sells. I've got the point.

OD

[sweenoid] 25/8/2017 14:29

Potential-you are such a sage ;-) , we can all SEE the share price , why do you feel compelled to waste your time ...and ours, telling us what we all know it is ( sorry, but that type of post has always baffled me)

As for the new pampers and dumpers :-( I don't want us near 150p before interims.

Sheepherder-my enthusiasm was not based on the patent issue, rather the fact that our NIL 'offering' is obviously a collaborative one, partner/s whoever they are,working with us to produce the best possible solution to the problems of scaling up the wafer size, suggests an earlier entry into the market, rather than IQE trying to sell the concept. also if you are working with a partner already in the market, who is cognisant of the issues involved , it surely has to be advantageous for us?
Perhaps I am being overly simplistic in my view?
S

[ny boy] 25/8/2017 14:18

Above 140p and clear for a run at the earlier intra day high 150.25p looking good

[potential] 25/8/2017 14:14

145 close not far off ...

[picobird] 25/8/2017 14:03

Thanks sweenoid & all for the awesome posts & info. To Joe Average types like myself it is amazing that people are willing to share information for the benefit of peeps
like myself. Thanks again - very much so :)

[sheep_herder] 25/8/2017 12:59

Thanks sweenoid, but not sure why you're excited about the patent aspect in terms of choosing not to patent. That's standard behaviour. It's only worth protecting yourself against something that is discoverable. There will be occasions where this rule doesn't fit, but as they say, the decision will be made at their internal patent review time.

I don't see how that fits in with the rest of your post.