Iqe Share Discussion Threads

[nimbo1] 29/8/2017 19:51

jeez you write such drivel.

I'm sure apple have analysed their pricing points and will be scarred sh1tless about your analysis. Lol

[big7ime] 29/8/2017 19:09

Novices clutching at straws now. The auction price was 131.75

The cynic in me questions the wording in the trading statement as the directors soon after that sold their shares after the spike to 104p. I'd be surprised if we don't see that price again.

The iphone8 is rumoured to be priced above £1000, now I'm not sure face recognition warrants that price so despite all the hype (which Apple are very good at creating) sales may not be as good as previous models.

[onething] 29/8/2017 18:53

I think 'authority thing' is supposed to say 'such thing'. Autocorrect on iPhone!

[onething] 29/8/2017 18:45

All that seems to have happened is that the ftse and Dow have both recovered the sharp losses of last nights sudden drop on North Korea news. Both still look to be bearish on the daily chart. Daijavai ... the end of day auction is reported as the uncrossing trade at 4.35. The trades posted after that are trades transacted during market hours but posted after hours. There is no authority thing as after hours trading.

[berber1] 29/8/2017 18:39

Iqe, is in a very desirable spot, and may be subject a take over at a multiple of current share price

[fuji99] 29/8/2017 18:15

Nasdaq and Dow up. Boads well for tomorrow. Something is telling me that on the 5th of Sept. they will possibly announce a new material or process that will drive huge technological efficiencies. I am accumulating now because the present share price may be a thing of the past from next week.

[daijavu] 29/8/2017 18:12

The after hours auction was interesting. There were some fairly large trades, some over 139p, although the last trade reported on Morningstar at 17:29 was 132.33p. The chart reflects the fact that there seems to have been some aggressive after hours buying so the share price might move back up a bit tomorrow morning. We shall see.

gla

[snakeoilsalesman] 29/8/2017 17:41

I see another re post of the Telegraph tip.Its 3 weeks old!

adventurous,i think that is the problem.Many don't understand the company.They just pile in on media tips.

Agree that the growth potential is there but imagine the mayhem from the novice holders if they were to warn in October as they did in 2011.In the September they said they were growing strongly.It took 5 years for the share price to recover.Of course the CEO carried on merrily receiving his un paid share options on triggers that never see the light of day.

[darola] 29/8/2017 17:05

Whilst I am comfortable with my investment here (not planning to retire for 5+ years so plenty of time for potential and opportunity to be realised). I do find myself a tad nervous as to how the market will react after the results. Human nature I guess to want to hold on to sizeable gains.

It's been stated that revenues will not increase significantly over the reporting period, so the response will be based on the "multiple long-term contract" type wording and the use of words like 'transformational'. The way the pen is used will have a far greater bearing than the numbers, and that leaves this open to a sharp change in either direction. G4M is s good example where great potential was lost to some poor words and the market responded accordingly.

As I said, long term this is just static, but human nature puts me on the edge of my seat.

[irishlass2] 29/8/2017 16:34

Let's hope this comes true:

[berber1] 29/8/2017 16:31

The share price is building a base and consolidating before the next move up. If some traders are playing the market then good luck to them , I am here for mid to long term.

[adventurous] 29/8/2017 16:25

snakeoilsalesman - I guess anyone who does not fully understand the company would make such assumptions based on a few thumbs up :-)

[adventurous] 29/8/2017 16:21

Big7ime - just to re-jog your memory:

"Firstly, having stated in its initial announcement that “the directors have entered into loan agreements and have transferred a total of 18 million existing shares as security”, it is now stated that “Dr Drew Nelson entered into a share sale and repurchase agreement with Equities First Holdings on 10th October 2014 for a total of 18 million existing shares, raising a total of £1.865 million before commissions of £55,944… As part of this overall arrangement, Phillip Rasmussen and Dr Howard Williams have agreed to enter into separate loan agreements with Dr Nelson by pledging 2.72 million shares each to Dr Drew Nelson as security for loans provided by him of £274,000 to each of them”.

They obviously sold as their private loans were indirectly linked!

As I said, nothing untoward.

[snakeoilsalesman] 29/8/2017 16:11

You have to worry if a share has been over hyped when a post 5391 gets 5 likes in 5 minutes.

[dr_smith] 29/8/2017 16:09

OT: Question to myself - What percentage of FTSE market activity is by UK PI's.

For number of PI's that make up FTSE - I found this:


I would argue that PI 12% at end 2014 has increased following pension/SIPP rule changes. Possibly some of the 9% unit trusts also has underlying PI's.

Assumptions:
1. Minimum 12% of PI's taken
2. PI stock turn is low in terms of how frequently portfolio is bought/sold.

So... If we say average PI's only buy folio value once every 5 years (plucked from air figure) and traders say once a month, then it could be said PI's market activity is £1 for every (8.33* 60) £500 or 0.2% of market trade activity.

Although us PI's have tiddly portfolio by comparison to institutions, I expected pension reforms to mean we are a bigger slice as there are millions of us..but my guesses show we are likely still trivial, so near zero influence on share price

All IMO :-)

[grity] 29/8/2017 15:59

Just added a few more. There is nothing
But positive news on its way near term
Results
Broker upgrades
iPhone 8
Other phone makers jumping on 3D
Xmas sales of the i8 will be explosive

[fuji99] 29/8/2017 15:57

I feel this is just a retrace to jump sharply tomorrow...

[daijavu] 29/8/2017 15:57

Is there a label for an opportunistic investor? For someone invested for the long term but still looking to take advantage of price movements.

[bulltradept] 29/8/2017 15:38

How do you come to that conclusion please piglet? I think the split is far more equal given the amount of funnymentals people go on about.

[pyglet] 29/8/2017 15:24

There are far more traders than investors which is why nearly everyone on this board constantly looks at the share price There are a great lot of traders who either can't admit it or don't even recognise that they are traders. Only a few real long term investors. That's the reality. And it's the same on most BBs.

[chessmaster10] 29/8/2017 15:16

I agree Fuji. There seem to be a few posters here who just can't wait for the price to drop to say "I told you so"... but I think everybody here is aware that a short term correction could be coming, it may even drop right back to 100p / 110p. The point is that those who are INVESTING don't care. Does anybody really believe that long term (3-5 years from now), this stock will be cheaper than it is now? So those that are TRADING and want to try and time the drops short term can get on with it. Everybody else is in for the long-term and I for one don't see this being cheaper in 2019-2020 than it is now. Far from it.

[fuji99] 29/8/2017 15:06

What difference all this speculations make when one is holding for a 3 to 5 year period ? To me it does mean nothing.

[daijavu] 29/8/2017 15:06

I tried to be clever by selling some of my shares earlier this morning and buying back at a lower price when they started to go back up. Then they dropped even lower.

My consolation is that I've got a few more shares for nothing

[big7ime] 29/8/2017 15:03

Your post is a bit misleading adv, only Drew sold to repay loan, the other three sold for the rather spurious reason of retirement planning. Wonder when they're intending to retire? The copious amounts of options should give a pretty comfortable retirement I would have thought

[adventurous] 29/8/2017 14:29

Some people still don't get it - directors selling!

As the shorter's were expecting the directors to take up their options, by immediately selling into the market, to cover costs and tax, the director's pulled a smart one, they borrowed funds so they did not have to sell and used the shares as collateral (brilliant move as I stated at the time). The shorting was curtailed and the share price reversed its drop and some of us went into heavy buying.

This of course meant that at sometime in future before October 2017 (repayment date) they would be selling shares.

LOGIC:
Bearing in mind the thirty day rule, which is better for IQE's investors?:

a) Sell after the results on 5 September ( would have been used as a heavy negative)

b) Sell before the results.

There was nothing untoward as some like to speculate and going by the rising shorts, there will be some that will promote whatever negative angle they can via various media outlets.

Results day may well be the day when those, if they are actually hedging, decide IQE is firmly into a solid growth path and close their shorts to increase their profits.
Or those who were just short, are forced into taking a big loss and close their shorts!