Iqe Share Discussion Threads

[diplomat65] 26/8/2017 18:02

Toffeeman: thank you for your thoughtful post and the 5 options. Option #5 is my favourite! Dr_Smith: I was by your definition "an investor" with a broad spread of stock and a decent stake in IQE. That was until a month ago when IQE took off and made my longer-term, steady "investments" look increasingly dull and uninteresting. At that point I decided to become as you put it "a gambler" by liquidating most of it and bought more IQE which is already proving one helluva good decision! Like I said, where's the Imodium!!

[geheimnis2] 26/8/2017 17:29

Snake in the grass?

[meijiman] 26/8/2017 17:27

Re Malcolm Stacey I think 'faux-naif' is more apposite.

[big7ime] 26/8/2017 17:11

How naive is this Malcolm? More buys than sells, PIs less likely to sell!
Unbelievable
But prob a good example of typical investor that has caused this to 8bag without the corresponding change in fundamentals, info that was to hand 4 yrs ago but has only recently been churned to a frenzy, that's the amazing story

[pastybap] 26/8/2017 14:18

I regularly learn something from your posts, Sweenoid. Today it's a new word- pusillanimity "the state or condition of being pusillanimous; timidity; cowardliness."Have a nice (wealthier) weekend fellow holders!

[sweenoid] 26/8/2017 12:55

Malcolm Stacey a shareprophet? Now that's an oxymoron if there ever was one.
Do PI's REALLY follow this person,who can't even tell the difference between an earnings statement and an IMS( trading statement).

As for "IQE develops and makes vital bits for the communications and electronics industry" bits?! Bits ?... for fuc*s sake- bits!, its incredulous, perhaps wafers is a technical term too difficult for him to comprehend. His pusillanimity, his indecisiveness, his lack of knowledge is astounding.

I am a great believer in CBT - cognitive behavioural therapy, after reading comments on iii, here and from Sage's like Stacey, I am not just going to Breathe Sweenoid breathe but going to do a session or two. ;-)

Some people simply can't be educated, but I find the very fact that people make investment decisions based on numpkins advice unbelievable.

The sun is out on a BH, can't be right
S

[dr_smith] 26/8/2017 10:36

My view is that I always invest looking at long term prospects, and ride any short term adverse sentiment. IQE success has meant I am top heavy here, but given the multistranded business, and each with good omens, AND those omens having near future fruition, I believe the risk is justified/worth while.
If you need spending dosh short term, then options to sell (or top slicing) before 5 sep need to be considered, as sentiment IMV is unpredictable, whereas business prospects can be guestimated on a "probable" basis, and to sell even in part on a dip is depressing and annoying.
I try to keep a clear distinction for myself between investing and gambling, with business outlook forseeable (investing)and sentiment unpredicatable (gamblng)in short term.. but given fullness of time sentiment has to acknowledge any increasing earnings and be reflected in share price accordingly.
All IMO :-)

[bocase] 26/8/2017 10:07

What the share price does on 5th September is not important unless you are trying to trade. Look at the earnings per share projections for the next couple of years and since we have no reason to think that they will not be achieved then the share price will look after itself.

Be happy, relax and enjoy the rollercoaster ride. If you jump off you may not be able to climb back on without serious injury. In forty years of investing, I have never felt so comfortable holding shares for the long term despite the fears from financial journalists who clearly do not have a clue what IQE does.

[toffeeman] 26/8/2017 10:04

Diplomat

you have these choices:

1. sell enough stock to cover you initial investment - then just ignore the price
2. sell everything and bank your profit, then buy back if it drops.
3. hold your stock and take out a short equivalent to your holding via a spreadbet - if the price drops you make money, if it goes up and is re-rated you don't lose anything
4. do nothing

I'm thinking of 3 but will probably do 4 :)

[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.