Iqe Share Discussion Threads

[sweenoid] 06/9/2017 05:25

Mr Scott
I wasn't abusing you personally, what I was doing, was marvelling at how you have such a large following,it's obvious that you are highly respected and regarded as a 'guru' by your 'followers'. I can assure you that no personal slight was meant or intended. i won't ever make reference to you again, I frankly wish I hadn't got distracted and not stuck to the core reason I post here.

All posters are intent on increasing their wealth, as I pointed out above , you and I and others are of the same mind regarding IQE and long may that continue,

I almost knew that Tempus in The Times would make a comment this morning, I thought it would be a sell, it's a hold, fwiw it's the second article down.He has commented on IQE a number of times, I am not sure where he gets the notion about moving from AIM to the FTSE, it's a move that I would support, but has up to now received little support from management- I have asked them directly at AGM's! To be honest their AIM placement does not seem to be holding them back AND recent daily volumes have shown that investors don't mind buying..and selling on AIM either. Personally I used to think a FTSE placement was necessary, it obviously isn't :-). I like the fact I don't pay stamp duty on purchases and the potential Inheritance tax exemption.




S

[fullbright] 06/9/2017 03:32

Chipmaker IQE slips despite saying its ‘outlook has never looked better’

FT obviously written before end of day

[kazoom] 05/9/2017 23:43

I'm not going to bandy such allegations unless I think there is a foundation. I'm also not going on some campaign to make it a theme. If I'm wrong then no harm done,

It was quite a strong allegation TicTac and your follow ups : however I clearly didn't make it randomly. and I'm not going to bandy such allegations unless I think there is a foundation. just amplify that.

However, I should point out that there could be some "harm done" (to you) , unless the company choose to ignore the comments (as they may well do) or unless you have some meaningful substantiation (which I doubt).

Just pointing out that you maybe need to be a little more careful with your use of words. Nothing more, nothing less.

[tictac] 05/9/2017 23:24

@someuwin, @sweenoid - you may think that my post was wrong, however I clearly didn't make it randomly. You're sensitive to it because there may be some truth in it.

I'm not going to bandy such allegations unless I think there is a foundation. I'm also not going on some campaign to make it a theme. If I'm wrong then no harm done, however if I'm right then there is some sort of a warning shot being fired.

IQE is a great company. The LSE (in all guises) and the London regulators, are somewhat losing their mettle.

[kazoom] 05/9/2017 23:10

But their comments can easily be attributed to their real identity - hence they should be careful what claims they make!

[tictac] 05/9/2017 23:10

@Analcime

I posted my view, as no doubt did you. I'm not sure that rudeness helps your argument.

[someuwin] 05/9/2017 22:37

Premium posters (ones in blue) can't be moderated - unfortunately.

[snakeoilsalesman] 05/9/2017 22:07

chezt,why don't you give a breakdown of the numbers then?

Sweenoid,did you actually read the Paul Scott report.You have done the man a disservice.A very brilliant and honest commentator on stocks.

He doesn't say he panicked.The share price dropped.Its his largest position and he is on leverage and was force to sell some.He can now hold for the long term.He then talks about the growth in the next 2 years.

What did you do when IQE warned in 2011 or IMG lost the APPL contract.Made a decision.Twist or hold.

But maybe you panicked?

[desperate dan] 05/9/2017 22:03

A terrific volume today, just short of 29m, the daily value of those trades is up there with some of the FTSE 100 big hitters!

Would like to take the opportunity to also second the thanks to our resident encyclopedias of all things Compound SC, especially sweenoid - I raise a glass to you and wish you (pointless wishing you wealth, that's a given!), very good health!

[pi0110] 05/9/2017 22:03

yes thanks wrongmove

I also take that as currently having 100 tools. Not sure if that includes the Singapore and (from memory) California sites(?)

Slide 18 on presentation "first 5 tools on order" would then suggest just a 5% ramp up in capacity for H2 2018

So current capability is $300m of production rising to $315m.

Or have I got my knickers in a twist here :-)

[bayliea] 05/9/2017 21:57

Conaccord have given it a buy rating of 180 (Reiteration). Today's date. That's what LSE says anyway.

[whalehq] 05/9/2017 21:37

Thanks for that, I read that as IQE currently having c.100 tools?
What an extraordinary day, here we are on the cusp of a 'dramatic' acceleration in vcsel sales and the share price is swinging all over the place.

[chezt] 05/9/2017 21:34

Sweenoid - glad to see your comment on Paul Scott, I thought it was just me, I can't understand the numbers who follow him. His comments on IQE don't seem to suggest any depth of analysis of the company at all. That and comments on other companies lead me to question any opinions he makes. Look forward to the broker comments tomorrow on IQE - our future prospects are simply stunning!! imho

[wrongmove] 05/9/2017 21:20

From H1 results:

"5 new tools on order and lease signed on new premises in South Wales which provides a flexible and cost effective route to add up to 100 new tools, which would double IQE's current tool count."

So current tool count = ~ 50

What's interesting (and should be expected, especially as the volume ramps) is that more of the wafer revenue growth is dropping to the bottom line.

+17% in wafer revenue led to +32% in wafer adjusted profit.

Wafer gross margin was up slightly, but the SGA only rose by 7.9%, against 12% overall (wafer +17%). Start getting some big accounts and that SGA/revenue ratio should fall further. All IMO.

[tictac] 05/9/2017 21:16

Elements of the IQE senior management are clearly corrupt. Nothing else explains today's price movements.

I'm really quite unhappy that I should say such a thing (because I own shares in the company), but it's pretty clear.

[beeezzz] 05/9/2017 21:15

Will IQE move back to the main market, staying on AIM is always a negative...

[pyglet] 05/9/2017 21:13

Sweenoid another good post from you although I cannot agree with you about Edison. They are paid to put out positive spin by the various companies who ask them. Need the big guns to come out with their take like JPM, MS, GS etc.

[pi0110] 05/9/2017 20:27

DS....

"still can't get over the mention of the facility being able to handle 100 reactors"

Clearly IQEs existing premises cannot accomodate any further reactors. To give an idea of how significant an extra 100 reactors would be (should IQE decide to completely fit out the new premises)? Does anyone know how many reactors are housed in the existing facility?

Hoping to get an idea of the scale of things to come.

TIA

[22richyrich] 05/9/2017 19:11

On the subject of visibility or lack of it I notice that the popular technology news website techmarket view.com edited by the famous tech guru Richard holway who professes to be a cheerleader for British technology businesses ....Has absolutely zero coverage about IQE results today.....

[sweenoid] 05/9/2017 18:37

Just read Paul Scott's stockpedia article, lol, what a complete conundrum that guy presents. Do people REALLY follow him
IQE is his biggest holding, he gets up, panics, a bit by the sound of it says he was underwhelmed and sells some, then amazingly goes back to bed to sleep!!! Did he read past the figures, if he did and he was underwhelmed, it's rather astonishing....isn't it?

Anyone who knew ANYTHING about this stock, would have disregarded the 1st half 'figures' they were frankly not important, today was ALWAYS going to be about the statement -me, Hammerd and Sheepherder kept reiterating that fact and we were right, given my history with this stock, that's no surprise is it ;-) ok I CAN back-up the hubris , just read my posts :-)

Have not seen any notes, just the PH and N+1 targets, tomorrow the more interesting assessments from house broker Canaccord, together with Edison who always seem spot on , together with the thoughts of Lee Simpson at the new analyst Stifel. I am braced for a laugh at Tempus in The Times.

Tomorrow's press will all be about our 'connection' with iPhone8 , I called it our 'Siamese twin'( we are conjoined and what's bad about that!) , I will be loving the hype around its launch and our intimate connection, I don't care whether the semantics are correct, let the 'true rumour' pull in the punters

From iii, what I want to be hearing more of tomorrow

[...] ADVFN -have blocked the iii link - another lol
Cheap as chips under 165
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[a0469514] 05/9/2017 18:33

Gepetto, sorry there is not too many people interested in answering your question. The fact is those figures are history and it is the future which matters. Just look at the presentation slides posted earlier by someuwin and take in the company's drivers to future profits and that is where the big interest lies. Simply stunning imo. Xylos