Iqe Share Discussion Threads

[hammerd2] 02/9/2017 19:43

Oh Dan. That's another one on the list...

industrious1 - it'll be 7 am - the same time as pretty much all scheduled UK financial updates are released are.

[shavian] 02/9/2017 19:39

Backing up Sweenoids tale of local ignorance, even by the Crachach (welsh for upper crust):

I live and work in Cardiff in the financial sector, where you would have thought IQE's prowess would be well known and celebrated. In the past few months I have encountered a senior journalist, a wealth manager and two finance directors who had no idea whatsoever about IQE's preeminence in CS, let alone its world leadeship in VCSELs ('sorry, what??'). Two of the above had never heard if IQE. Is this a dreadful reflection on IQE's PR skills, or an even more dreadful reflection of the awareness of the S Wales business community? A bit of both I suspect, but then IQE have little need to spend on PR, they seem to be doing just fine without it.

GLA to all LTHs for Tuesday - I have a small wedge lined up to take advantage of any pull-back on the news. How low do would we all want see it drop before pulling the top-up trigger? Answers on a postcard please. For me I think it's 120p

[industrious1] 02/9/2017 19:14

QQ - Tues announcement, pre-market or AH? IQE IR simply says Tues 5th

[maxwellsdemon] 02/9/2017 15:03

Here is a video of Sony's 3D Creator:



How does it work?

[dpmeyer] 02/9/2017 14:33

I imagine Bigtime and techtrader will comment about Dan's posts on the other thread before too long - they all seem to have so much in common, including perspective and posting style ;-)

It can't be easy remembering all the different login names and passwords...

[jugu] 02/9/2017 14:30

Looks like we've got our previous reluctant holder back. Maybe he's cottoned on to what the company is all about or he's realised his bad judgement since the upward move since.

As regards the believe in rigorous checks by those shorting, history proves that it means very little, only those newbies not having done their homework will take note.

Some may remember Nick James (Numis) note, on that Qualcomm threat that never was.

[sheep_herder] 02/9/2017 12:14

Dan_the_Epic, you've been 'researching' and the only question you can come up with is why their office looks tatty? Dan_the_Epic_Fail!

[fullbright] 02/9/2017 12:14

Using your face to buy your lunch

Nice video

[luxaeterna1] 02/9/2017 12:11

Lol I lived in St Mellons in 2005 and wasn't even aware IQE existed. The Tesco story was hilarity at the time though

[thereptile] 02/9/2017 12:04

Yeah best leave it there Dan

[dan_the_epic] 02/9/2017 11:49

The inside info about his local Tesco banning pyjamas in store.

But seriously, I appreciate sensible discussion far more than I do dismissive discussion. I'll leave it at that as clearly at least one highly strung person here and best not to cause a big scene where there does not need to be one.

Ta, have a good weekend.

[mad foetus] 02/9/2017 11:46

DanWith respect, as there is and can be no Apple deal, which part of lux's response did you find helpful?

[shauney2] 02/9/2017 11:45

Maybe talking about IQE at a dinner party is an age thing Sweeoid.In the old days it would have been car keys in a bowl;-)Anyway i came on here to ask how quickly it would be before you would know to what extent the new Apple phone uses IQE supplied kit.Until some geek breaks it down on youtube?

[mad foetus] 02/9/2017 11:44

I've just been on the Marshall wace website and while they don't give much info, their best performing fund seems ho be a GBP denominated one that has doubled in price since launch in 2009. Much of that performance is down to the slump in sterling but however you look at it, it is fairly middling performance. Certainly no indication that they have any great skill or record.

[dan_the_epic] 02/9/2017 11:40

Thanks Luxa for the sensible reply - very useful to hear your thoughts.

No thanks Sweenoid for your jumped up reply though I can tell its your general attitude to stocks when you seriously write things such as "Marshall Wace and other shorter hedge funds don't look at fundamentals at all". Which is of course utter garbage - you try working at a hedge fund and having even a 'small' short position totalling nearly £20m being sanctioned. You are deluded if you think there are not rigorous analytical checks and thought that does behind each idea, even if that turns out in time to be wrong. Ennismore were very very right on Telit.

[sweenoid] 02/9/2017 11:34

Perhaps not

Seriously, as someone who was born and bought up and lived 5 miles from our new facility for most of my life ( not now) the awareness even in Newport and Cardiff of what's going on is poor if not non- existent despite the inevitability of it being a great supplier of jobs to the local area,a point I made in my SWOT analysis was that IQE should do more to increase the public awareness of its operations, especially locally.


As an example , my wife and I went to a dinner party on Wednesday with old friends, to view their near presidential new home in the Glasslwch area of Newport. Their views over the Severn estuary, the river and local area was amazing . There in the scene at the periphery was the LG site ( its MASSIVE) and my friend pointed it out- our friends are well- informed locals, they had NO idea that that site, unused for 20+ years and maintained with local taxes had a new dynamic 'tenant' and that part of THEIR council tax payments were helping to fund the local authorities ambitious plans to support and invest in IQE's future.

My point and supposition here after all that preamble? IQE are a secret,those that find out about it, research it, learn the facts about it, educate themselves without being distracted by lies, innuendo and falsehoods may well become investors....imho those investors could well earn x50 the return of a building society account easily within a year probably more if Things pan out

We shall see-have some vision. Marshall Wace and other shorter hedge funds don't look at fundamentals at all, they can make huge profits shorting the likes of Prudential and Carillion, their short on IQE is a drop in the pond for them , that's why they won't squirm if they lose out, however whoever is managing the position will not want it affecting his 'bonus' in any way, whilst I dismiss it's short- medium term importance to long term holders , I expect his/ her position to close before Xmas

We shall see
S

[luxaeterna1] 02/9/2017 11:05

Short interest is probably because of a high PE ratio, I suspect the Apple deal won't be quite as staggering as some expect (excellent yes, but not +£1bn). I think it's more a case of the share price getting slightly ahead of itself, but over the next 12 months there's a lot of growth planning and Welsh government money flowing in. I lived nearby in St Mellons years back - my local Tesco was the first to ban people wearing pyjamas in store! (some nights it was 50%+ of the shoppers).

[sweenoid] 02/9/2017 09:31

An interesting research project announced by Bluglass who we are collaborating with in Australia



Here is the original RNS from IQE last November



I see the RCPVD approach as very promising -for the reasons stated, obviously cost being the critical issue, if IQE and Bluglass can manufacture GAN/cREO on silicon effectively at very low cost compared to upcoming rivals then it's a big $$$ earner for RF GAN + Power GAN

The statement on Tuesday will be 'heavy' with the 'flavour of VCSELS', that's totally appropriate, it is in the present and has already started to generate $$$ for us, but I do hope that IQE can convey a clear, concise message to the market that than GAN is just as good a prospect and waiting in the wings,the market, PI's etc etc can't get their head around the earnings for VCSELS , it almost sounds too good to be true, but it's only PART of a jig-saw that's going to be a tsunami of $$ in 2018-2019

To Speccy( post above) the BIG money to be made is in investing, you seem to be conflicted about being a trader and an investor-think FORWARD , not back-the actual figures on Tuesday are INCONSEQUENTIAL. Work it out

Dan the Epic - the worst kind of post ! Yes I have three times and done the ' tour' twice- it's a fab, with machines ??? What IS there to be desired?? Between the 2016 and 2017 there was a big expansion at HQ allowing at least 2 new reactors ( to satisfy demand) to be built. HQ at St Mellons is just one of at least 7 GLOBAL sites, I guess 'people like you' would like lakes and fountains and huge recreation areas ...just for show. Your comments are redolent of someone who hasn't thought about what they write but still written it

I never have a stop loss and minor shorting positions are opportunistic and a fact of life, pay attention if you want, I don't care :-)

[dan_the_epic] 02/9/2017 09:15

Mildly interesting that short positions are building quickly here - any ideas why?

Has anyone visited their manufacturing facilities in Wales, out of interest? I personally haven't but from what I've heard, they leave a lot to be desired.

Personally don't hold here but interesting story and have been researching. Genuine questions rather than subtle deramp

[luckymouse] 02/9/2017 07:38

Biig Zoo is about right lol :)

[amt] 02/9/2017 07:12

My BIIG (Bango. IGE. IQE Gresham) portfolio is now BIIGZ since the Z for Zoo has trebled in price and is level pegging with IQE. AIM market has turned a corner in last 6 months after ten years of missery. Lets hope that Tuesdays numbers match or exceed the expectation.
The Z spoils the acronym a bit.

[sweenoid] 01/9/2017 21:59

My post had to go ;-)

[speccy1] 01/9/2017 21:26

This post may be a complete work of fiction, but my mind has been wandering and examining possibilities. You could legitimately accuse me of being in cloud cuckoo land, but I thought I'd share my meanderings anyway.

On 21st March IQE announced their annual results. They were pretty good and stated capital investment of £19.1m to fuel expansion, but relied on Sterling weakness to compensate for an actual profit dip.

The shares tanked 16% that morning, triggering stop-losses all over the place, but by the end of the day had almost recovered, before heading relentlessly upwards ever since.

Loads of people got stopped out that morning.

I wonder, could the same thing happen on Tuesday?

There are so many more people nursing healthy paper profits than there were in March - just how many stop losses have been set?

All the excitement over revenue is for next year. There might not be very much to shout about on Tuesday.

The shorters are desperate to recoup their losses as we've seen from the recent troll attacks. Just think of all those stop-losses that could be triggered, causing a chain reaction of stop-loss triggering. That would give the shorters some shares to buy back at a discount and reduce their losses. However, when they do close their positions and are forced to buy even more shares, things could get very interesting and the reversal could be swift and relentless.

I really can't believe that someone would short IQE for the long term - surely they are planning on a short term correction - but when is it going to happen? The question I keep asking myself is why those clever shorters have such a big position if they're not expecting something to give at some point?

I can't see any obvious point other than Tuesday.

That's why I have a load of cash waiting and plan to set a limit order at 115p in the hope of a sudden dip followed by an equally sudden rise back up.

I may be completely and utterly wrong and the results could wow the market, triggering another rise and making the shorters howl. That's ok - I won't get a chance to buy a bargain, but my existing holding will be much better off.

I certainly won't be setting a stop-loss!

It's all rather exciting :)