Iqe Share Discussion Threads

[bauchsapt] 03/9/2017 20:26

hxxps://www.heralduk.com/wp-content/uploads/2015/01/2017-06-30-HIT-Month-End-Factsheet.pdf

hxxps://www2.trustnet.com/Factsheets/Factsheet.aspx?fundCode=ITHRI&typeCode=FITHRI&univ=T

Not sure why the https didn't work last time so I've posted again hopefully will work. If not then as u guys know just to change it yourselves :)

[desperate dan] 03/9/2017 20:19

As ever, really good posts from some (only some!), of you learned folk, many thanks.

Set aside anything related to Apple and the new iP8, I'm optimistically hoping for some indication/guidance on the GaN programme on Tuesday. The more you read about the technology and the awesome potential, the more it becomes just jaw-dropping.

Whatever happens to the share price on the day, c'est la vie, the near-term future is truly exceptional.

[thereptile] 03/9/2017 20:18

Before sweenoid blows a fuse along the lines of

'How many fu%€$ng times , IQE do not and will not have a contract with Apple

It's with the manufacturers who supply apple. fFS '.

[bauchsapt] 03/9/2017 20:16

hxxps://www2.trustnet.com/Factsheets/Factsheet.aspx?fundCode=ITHRI&typeCode=FITHRI&univ=T

Some on here keep posting links on how iqe are being shorted (and keep on increasing their shorts) but here's a link on how Herald trust have increased their holding in iqe since June from 2.6% to 3.0%.

Here is the link for the June holdings: hxxps://www.heralduk.com/wp-content/uploads/2015/01/2017-06-30-HIT-Month-End-Factsheet.pdf

Many thanks sweenoid for reiterating about the indium phosphide that I missed out on about macom.

[picobird] 03/9/2017 20:08

Got an email today from ADVFN.....

"Is IQE Plc about to win a huge contract with Apple?

Dear Subscriber,

In a matter of days the iPhone 8 looks set for global release.

Millions will be sold in the very first weekend.

The latest model is rumoured to be packed with new features.

But here’s the bit that’s caught my eye…

There’s growing speculation that Apple will announce a major supply deal with a UK component maker, IQE Plc.

If the rumours are true, IQE could be poised to make a fortune.

But there’s more to this story than you might think.

It’s all laid out in my free report.

Don’t delay! Time is running out on this one.

Click here for your Complimentary Guide

Kind regards,
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Atlantic Advisory"

I do not subscribe incidentally.
With this email going around it will only add to the 'hot money' in the coming week - not such a good thing but then the MM's normally know how to deal with the matter.

[fuji99] 03/9/2017 15:59

The only external disturbance to the markets next week is the korean nuclear test and what the US are planning as an appropriate response. This could mask any IQE positives but as I said it many times, this does not affect the fundamental growth prospects for the medium to long term holders.

[shavian] 03/9/2017 15:40

Sweenoid: thank you for your sensible re-edit of 5604. Gnasher agrees with you - it had been a long night... :0)

PS: as it happens, the point I was making in 5603 about external events was being illustrated by Kim Jong-Un at that very moment.

[sweenoid] 03/9/2017 14:59

its incumbent on the analysts present at the CC - I presume all 5 ( and perhaps others) will attend, to ask the right questions in order for the guidance for FY2017 and more importantly FY 2018 to be estimated.

the fact that the analysts up to now have retained their FY 17 and 18 estimates stable, despite knowing the VCSEL ramp is ongoing, is entirely due to the fact they need guidance on likely revenues per wafer and of course the volumes. It really would be nice if they can now more accurately guesstimate the revenue in $ per iPhone8 - thats what they should be AIMING to do or at least get 'some' clarity on that matter.

to bauchsapt and others - re Macom, the Macom CEO told me that IQE was CENTRAL to their Indium phosphide business as well as the RF and power GAN (inP is used for the data centre, cloud connectivity FTTH FTTP etc). Industrious pointed out in his link above about the UK roll-out of FTTP - this is already in progress worldwide especially in China and the USA :-)

In a further communication with me, I asked whether he still thought the RF GAN business was disruptive to their earnings and he answered
"Yes, David, I'd use the word disruptive for things we are doing short, medium and long term in Basestations.
In my scripted earnings remarks this quarter, I also drew attention to the fact that 5G has been announced, and it'll be the first commercial embodiment of our active antenna strategy. This, combined with GaN, presents MACOM as a very strategic asset to Basestation manufacturers worldwide. Think of it as GaN applied in active antenna configurations."

I was very happy with that!

IQE will obviously be constrained by NDA about talking too much about Macom's RF GAN business which they supply, but since Macom is telling us they will shortly " be off to the races" I think some comments in the report or more expansively in the CC would be entirely appropriate. For me, it's obvious RF GAN WILL generate very good revenues in 2018, the only question is will they start flowing in 2017, my gut feeling is they will :-)

S

[industrious1] 03/9/2017 14:50

Positive news

[bauchsapt] 03/9/2017 13:29

chessmaster10 im hoping to see some comments on the GaN situation especially considering after what Sweenoid kindly posted on here few weeks back about IQE being central to what they do. (Words of the CEO of Macom I believe it was)

Evidence of more revenue streams (VCSELS and GaN) for CY18 will push share price to new crazy highs IMO.

[lurki0] 03/9/2017 10:19

Every paradigm shift in history, of whatever kind, has left in its wake a dazed and disaffected bunch of people who despite all evidence to the contrary persist in viewing the new order as a temporary or insubstantial development. They whinge, they agitate, they prophesy all manner of dire outcomes as a consequence of their inability to relinquish their attachment to outmoded and discredited structures. And then, often at great cost to their reputation and wealth, they are engulfed by the inevitable tsunami of change.

Here endeth the lesson for today fellow long-termers. Vindication of all we've known and placed our confidence in is at hand.

[chessmaster10] 03/9/2017 10:04

Oh... And it remains to be seen what effect that nutjob in north korea is going to have not just on iqe, but the markets in general! May be red across the board tomorrow :(

[chessmaster10] 03/9/2017 10:01

I agree with bauchsapt, the forward looking statements will be the key part of this update. I expect to hear a little bit more about the "multiple, multi year contracts", although i'm not sure how much detail they'll be able to give away.

Additionally, i seem to recall the cfo saying in the jan 2016 presentation how the company are 12-24 months away from GaN on silicon coming through to be used on market applications. Well, time flies, and we're now 20 months on from that statement. Could it be possible that we'll see a more detailed update on that area of the business? That would surely give extra impetus to the forward eps, and push a share price rise rather than a significant dip after the results.

If the 2017 results are as expected, and forward looking statements don't add much to what we (think) we know already, then yes, a short term dip is somewhat inevitable. But i'm optimistic that the update will contain enough nuggets to keep the share price heading north. All IMHO of course.

[shavian] 03/9/2017 09:25

Got it in one with your edit DS. However, being in the risk management business one needs to consider the downside as well as the upside. Like I said, I believe that the fundamentals here easily trump the chances of a fibonacci retrace, but we should remember that such events are possible and hAve occurred in the past.

[tini5] 03/9/2017 08:41

How is what happened to Imagination even relevant? Comparing IQE and IMG is apples and pears.

[sweenoid] 03/9/2017 08:41

Stick to The Beano Shavian!you sound like Dennis the menace.

We got enough trouble round here already without you causing mayhem and chaos, and YOU managing other people's money and all that



The reference to IMG is bewildering.
EDIT -I would like to believe having met you, that your last post at 5am was the result of an alcohol fuelled dinner party last night and the resulting insomnia?,
S

[shavian] 03/9/2017 05:12

I hate to inject a note of alarm, but I do notice a support/ resistance level at around 80p, which conveniently coincides with a fibonacci retrace zone of between 50% and 61.8% of the intra-day high (approaching 150p). I think it highly unlikely that we are going anywhere near this, but that's where it could go in major correction caused by outside forces, such as a market crash or what happened to Imagination. Just saying...

'Alone, in the bitter watches of the night...' (Tolkein)

[grity] 02/9/2017 23:46

The thing is a few! here are expecting a initial dip & rise
On Tuesday just like what happened during the trading statement.
It probably won't happen.
However come the 12th sept this will be well over £1.60 imho

[bauchsapt] 02/9/2017 23:19

Yep big that answers it. Each to their own I guess. As long as we make significant amounts of dosh then I'm happy. Some ppl will be positive some negative. As I said roll on Tuesday. The figures are not going to be spectacular but the forward looking statement will b the key factor imo.

[big7ime] 02/9/2017 23:09

Bauchsapt Not sure why you've queried my last post on the time to sell thread by asking me on this thread but a fair question. 90% of share traders lose money as they let emotion control them and they fear missing out (how many times have you read - "that's the last time we've seen x price")
90% of posters on these threads are currently emphatically positive, they state that they've been topping up, building huge holdings etc., classic inexperience showing
It was quite different at 20p just a yr ago when I was buyer. My holding is now just 15% of what it was at the highest point, i trade in large sums but because I was buying so low the no. Of shares is far larger compared to what the ave trade going through today. my last sales were at 144 and 137 (600% up) The trend is close to changing, it will be confirmed tues imo as the results will fall way short. I'm 85% sure we've seen top hence the amount kept. Hope that answers your q

[bauchsapt] 02/9/2017 22:29

Big if u got a "large holding" and u know it's going to go sub 100p then surely Common sense would say to sell the holding. Maybe your just crazy who knows...guess we will find out on Tuesday

[hammerd2] 02/9/2017 21:49

Shavian - 'even by the Crachach' ? When were they ever informed ? They've only ever lived for the status quo. You need imagination to see opportunities and stickability - and often stoicism - to realise them.

[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.