Iqe Share Discussion Threads

[nickdr99] 06/9/2017 10:24

Looking at the 17 year chart is interesting... not so scary....still about 80% off the dotcom bubble highs. I've held this share for over 10 years but was not in for that crazy time. Hard to believe it was nearly £8.

[steptoes yard] 06/9/2017 10:23

I meant notional stop loss, I never have any in the mkt to be hoovered up by MMS. Just set one notionally, not too tight and then apply it. I'm not a clairvoyant so in my case if there is a close 20% down then it works for me , I'm not saying it works for everyone. Everyones approach is different as is everyone's timeframe.

[sweenoid] 06/9/2017 10:21

I was right, I was right I was right
so were others, so were others, so were others ....you all KNOW the tune to sing it to

sing it loud, sing it clear

I was right, I was right I was right
so were others, so were others, so were others
so were others, so were others, so were others

we didn't listen to the numpties and the uninformed, the miscreants,
we didn't listen to the numpties and the uninformed, the miscreants,


because ....you guessed it
we were right, we were right we were right

sorry for gloating folks but as you can imagine coming from sub 20p and months and years of not quite a misery, but sheer frustration, the recent share price action is more than exciting, being vindicated pleases me more than anything.

I have sold 10% of my holding above 155p - it would be daft not too, as I made the sales the share price kept rising!! and rising - amazing, I think Marshall Wace must be snapping them up, certainly, their position and other opportunist shorters looks in a very poorly state ;-)

just decanted a bottle of my treasured Miguel Torres Gran Reserva Black Label for tonight

To investors like Rivaldo, DP and Jugu - in from the get go, and the many more positive posters who joined along the way like Hammerd, Sheepy, Shavian etc (sorry if I have left you out, I am rather too excited!) - I will be cheering you all tonight

Off for a long walk and a wonderful lunch
S

[bulltradept] 06/9/2017 10:20

Blow off top coming?

[mad foetus] 06/9/2017 10:19

I sold 20% of my shares this morning and immediately regret doing so. Still, got to be honest.As far as the price is concerned, the key issue for me is the newsflow. The new iPhone will dominate the press for months and as I mentioned yesterday there will be a slew of articles about the end of silicon. We could be at the start of a gold rush with IQE providing the equivalent of the picks and shovels. Anyone short has to ask themselves where they think bad news might come from? All they have at the moment is the idea that the valuation might be rich, but with the results only yesterday, it is not like there are figures due that could disappoint for six months.

[aimingupward2] 06/9/2017 10:14

"Trailing stop lossa good idea".

No it isn't, Steptoes Yard It's a pretty silly idea generally, but especialy with this stock and others which have clearly excellent longer term prospects but can be quite volatile in the very short term. Putting a stop loss in place, even if you regularly review it, is just risking your shares being sold on a temporary market whim, and subsequent regret.

[steptoes yard] 06/9/2017 10:14

Go log chart for better perspective. This helps longs. Shorts don't want to look at log charts

[michaeljames1] 06/9/2017 10:14

Do people really hold like 90% of their portfolio in 1 share? I try not to do more than 40%, although the 40% when I bought IQE has turned into 60% which I'm not complaining about. Can't believe the balls on some people holding 90% of their savings or even pension in 1 share, seems crazy even if you do have complete faith in a company. And yet somehow I'm still tempted to buy more, only started trading around 7/8 months ago and I keep thinking this is too good to be true, there has to be a catch.... I'm guessing companies like this don't come along very often.
Also L2 looks pretty mad, I've never seen this ratio of buyers to sellers before on a share.

[nickdr99] 06/9/2017 10:12

The 3yr chart is giving me vertigo...

[gersemi] 06/9/2017 10:12

L2

depth is :

70 v 25

640k v 218k

a stonking order book

[meijiman] 06/9/2017 10:09

Yes it makes me chuckle as well...hahaa
Mr Marshall and or Mr Wace must be preparing the P45s at this very moment for the hapless half wits they employ.

[sheep_herder] 06/9/2017 10:08

Blimey, anyone got L2 and can describe the happiness they're seeing?

[tini5] 06/9/2017 10:08

I wish I had so many more IQE than I currently hold but have no spare funds. Can't believe I sold some from 28 to 35p thinking I'd made a decent profit last year.

Ah well, should be pleased with what I do have!

[nimbo1] 06/9/2017 10:02

The thought of the marshall wace tmt team meeting this morning is making me chuckle.

[steptoes yard] 06/9/2017 09:57

Trailing stop lossa good idea, timeframe your choice

No selling in my stable as the story has barely begun.

[hammerd2] 06/9/2017 09:56

"IQE hovered close to a record high yesterday as rumours that its software will be heavily featured in the new iPhone reached a fever pitch"

Software, ha, ha, ha, ha, ha, ha (you get the drift....)

How. Do. These. People. Get. Paid. For. This. Sh!te ?

nimbo1 - unfortunately, as has been highlighted many times here and by IQE, low oil price and total flooding of the market by stupidly low cost Chinese made silicon panels mean that we're unlikely to see our houses clad with IQE stuff any time soon.

However, the energy lost in power conversion is equal to the ENTIRE WORLD RENEWABLES OUTPUT. ENTIRE - as in all of it ! I can't remember the increased level of efficiency gained through using IQE CS rather than incumbent technologies but I think it was somewhere like 80-90% better. I did post this number up after the AGM but can remember nor be bothered to go back and check. Search for my posts and look around 13 June and then a few days on, it's in there somewhere.

EDIT - nimbo1 here is the link to the numbers on the IQE website.

[pshevlin] 06/9/2017 09:56

At what point was it a dead cat?

[richardc77] 06/9/2017 09:55

Q: Is it a dead cat bounce?

A: No.

Tonsil: My advice is don't add to imbalance further but don't sell for some time to come (at least another 6 months and possibly a lot longer).

[nimbo1] 06/9/2017 09:51

Thanks Sheep_Herder I will do that.

[ny boy] 06/9/2017 09:50

Wow, certainly impressive but is it a dead cat bounce?

Probably regretting hoovering over the buy button yesterday morning @ 124p DOH!

[sheep_herder] 06/9/2017 09:49

nimbo1, I think if you search this thread for 'solar' you'll find a fairly recent post about it. I think the summary was that in the current market, only the space and military applications are progressing. I haven't paid much attention because it's far from being a big earner for IQE. If you search Google for multi-junction solar cells you'll get a load of background.

[tonsil] 06/9/2017 09:45

Sound advice from all if a little conflicting. I already hold a modest stake in CPX (and ITM, CWR) which promise much. Having sold enough to cover most costs on the way up I can afford to hold for the medium term. In truth I can't think of a company where the prospects are brighter and the way forward so straight and free of resistance. The only threat is a war between the weird haircuts.

[nimbo1] 06/9/2017 09:44

Sweenoid (and everyone else!) I wondered if your technical knowledge extends to IQE's solar technology. If you have any thoughts on this would appreciate it.

There are some solar companies at the moment working with Perovskites which can be layered on top of the traditional silicon panels to increase efficiency. The economics of increasing energy efficiency from 15-20% to say 25% is revolutionary for the solar and potentially the entire energy market.

IQE is now talking about 44% efficiency! If this is the case and the technology is scaleable and at a price point which can compete with silicon down the line then energy will almost be free for all of us. (Solar panels on house powering individual homes etc).