Iqe Share Discussion Threads

[3rd eye] 30/8/2017 15:26

Lovely recovery and nearly regained all yesterdays fall.

[sweenoid] 30/8/2017 15:24

Some people can't be educated
Learning requires a modicum of effort and application!

Those that have 'understood' my easy to understand layman's explanations since 14-25p are now seriously well off ;-)

I rest my case
S

[toffeeman] 30/8/2017 15:21

If you don't understand a stock you should not own it - so my advice would be sell (no advice intended :))

[shouldhavesold] 30/8/2017 15:18

Thanks guys. A lot of it though is just too technical for anyone outside the industry to understand so excuse my lack of semiconductor wafer knowledge I have a lot of research to do if I am to consider increasing so I just wondered if anyone could explain in layman terms whether wireless is being replaced or increased by the photonics area.
Many investors including myself have been attracted by the buzz having seen it tipped and will naturally want to see profit rising at a pace that justifies the increase in the share. Some on other sites have said this is now overvalued
I am familiar with Sweenoids commentary as he copies to other sites and I'm surely not alone finding of Sweenoids too technical to mean an awful lot. Sorry Sweenoids.
This is my concern: If these new areas are going ballistic then what is the additional revenue or when is it going to make a difference. Seems like this business not currently in the accounts or projections or are development costs Soaking up profit in this early period. The Apple iPhones are not new and from limited research looks like they would already utilise IQE wafers so how much increase in business is expected from the latest model. What if the new model doesn't sell, somebody said it may cost $1000. Are the masses going to pay that? Why is debt rising and projected to substantially this year? And of course the ole chestnut why are shorters and directors selling in this transformation period?
It is difficult to quantify the increased business vs replaced repeat business which makes it difficult to value which could present a problem for the share going forward next week. So should I sell before result and take good quick profit I am wondering

[potential] 30/8/2017 15:02

Ticking up nicely - 147 not far off!!

[adventurous] 30/8/2017 14:26

shouldhavesold - should have checked out Sweenoid's posts ;-). Seriously, do so, they will leave you far more informed.

[sheep_herder] 30/8/2017 14:20

shouldhavesold, Google 5G RF BAW/SAW filters and tell us what you think.

[shouldhavesold] 30/8/2017 14:09

Don't be fooled by the name, I bought at 120 a few weeks ago and have defected from II
Sweenoid your last post is interesting but surely that's not saying a lot as revenues from RF Gan and Power are minimal. Photonics the vcsel has been increasing by double digits (from a low figure mind) over the last few yrs but still nowhere near the Wireless revenues
Excuse my ignorance but Is Wireless going to tail off and decline as Photonics replaces it?

[thereptile] 30/8/2017 13:47

They say you aren't supposed to fall in love with a share but I can't help fancying this one

Thank you sweenoid for your valued input and research

[allstar4eva] 30/8/2017 13:03

I am sure we will let you off;-)

[sweenoid] 30/8/2017 13:02

Well I couldn't resist posting these links- just announced



If you now look at the 'supposition' for the makeup of the Apple vQualcom solutions on this excellent blogpost, it's about the 4-5th post



You will see that each module will need VCSELS and it's touted Lumentum supply both ( READ IQE SUPPLY THE VCSEL WAFERS, LUmentum make the module)

ALSO in the link above look at the 1st article and see the predicted rise in LIDAR revenues 2016-2022 - staggering :-) :-) ALL of which demand VCSELS

I think Sheepherder might be right-VCSEL revenues may well exceed RF GAN AND GAN Power, what a prospect.

I was supposed to be absent till Tuesday!!
Happy days
S

[lurki0] 30/8/2017 12:47

Napoleon had the right idea. During the First Republic he issued an edict proclaiming that anyone found short selling in the Paris bourse would be shot. It solved the menace overnight.

[anony mous] 30/8/2017 12:21

This spike in share price is gonna end in tears, gonna be real bad.......for shortersLol

[ramridge] 30/8/2017 11:59

Hi Guys -
Google yesterday announced ARCore for Android, their development platform for AR, to rival Apple's ARKit.
The little technical details released to date doesn't say if any special hardware is required on their phones, such as 3D sensors. One article suggested that it doesn't need special hardware.
So my question is, will ARCore require VCSEL epiwafers or 3D sensing chips , or have they found a way to offer AR with some other hardware/ software capabilities?

It looks like a me-too product and maybe inferior in quality to Apple's. But too early to tell.

[aphrodites] 30/8/2017 11:44

aimingupward2

I am a holder in IQE shares and have been following with much interest the posts on this thread, especially those from some who are clearly experts in IQE's developing technology. Pointless me getting involved in technical discussions which are way above my head in this sort of technology. I do share with you the dislike of shorting but I am afraid it is here to stay and we have a lot to learn from the USA markets where it is a well-established practice there.

I have a son-in-law who works in a very senior position for a large overseas Hedge Fund. The fund specialises in "shorting" shares mainly in the USA markets where there is incredible liquidity. They of course take long positions as well and he surprised me when he told me recently they had taken a 500m long position in a particular technology share at $55 and in 4 weeks it moved to $105! These Hedge Funds have cast iron balls of steel and they should not be underestimated.

He informs me that some of their clients use one of their funds, which only shorts shares, as a means of hedging their general investment portfolios.

He also informed me that when they take a short position they do not use derivatives and generally their short positions are matched by selling another share in the same area of the market.

From my experience working in them in a senior position in London I do know a bit about markets but that was over 20 years ago. All I do know is that shorting a share like IQE where the liquidity in the market in London is severely restricted is a very dangerous game to play.

At first sight, it appears that with every major move in the share price Ennismore Fund Management and Marshall Wace increase their short positions! But I cannot believe they are foolish enough not to have these short positions covered in some way by the use of OTC options. We will never know. But, like it or hate it, shorting in the UK markets is here to stay.

Having read and digested all the positives and negatives relating to the potential future of IQE one must conclude that the former far out-weigh the latter. You would have to be a brave man to run a naked short.

For those well-informed with the technology, thank you and please keep up all your knowledgeable posts.

[adventurous] 30/8/2017 11:44

Big7ime - I have some advice for you:

1) Run your winners. [4648]
2) To do so, set a target and wait for it [4863]
3) The target being [4538]
4) If only 12 days ago, you considered the growth story was only just getting started, see number 1

Would you believe it! I just checked those post references and discovered they were all made by you.

If you need any further memory jogs, I'm afraid it will not be from me FILTERED.

[bauchsapt] 30/8/2017 10:19

Big if you have made your money here why don't u pipe down till results are out..and whether or not the share price is over hyped what is it to do with you whether others "who can't read" lose money or not.. your supposedly a winner so why don't we leave it at that...wasn't your estimate 320p a month ago when you was fully behind the company..the song chameleon springs to mind.

[fuji99] 30/8/2017 10:12

"IQE Raises Expectations As VCSEL Wafers See Mass-Market Demand"

"Shares in semiconductor wafer supplier IQE PLC rose Thursday, as the company said it expects to report strong revenue growth for the first half..."

Apparently this means for some that the company is struggling to make ends meet.

[fuji99] 30/8/2017 10:07

When a company is leasing more space and upgrading its growth prospects, apparently it is not growing ... Shall I say it is stagnating ?

[nimbo1] 30/8/2017 10:05

God you really must be feeling increasingly desperate. I feel sorry for you.

[big7ime] 30/8/2017 10:02

Really for the share price increase seen this yr you'd expect huge growth in eps but this isn't happening (yet) so will prob see those short positions increase this week
I typed in BQE in error and happened on a co really increasing their eps
Half yr eps up 700% which gives a fwd p/e in low 20s.
Lol, I think that's going to re-rate

Reminds me of Cbuy and PHD. Everyone was buying the overhyped Cbuy and overlooking the quiet PHD. Five yrs on CBuy are just hanging on with a decimated share price but PHD has gone from strength to strength and a share price up 1000%