Iqe Share Discussion Threads

[ramridge] 07/9/2017 10:35

I can see great replies to my posts and a healthy debate about potential upsides and , yes, downsides.
In summary, to me, Ayl30 (6075) has hit it on the head.

[hammerd2] 07/9/2017 10:21

His 'query' wasn't about risks it was suspicion about the motives of a poster to this BB. As if anyone posting here - positive or negative - would be able to sway the share price ! I'd be happy to bet that most readers of this BB hold fewer than 50k shares and most trades that are talked about so widely are well under 10k. Out of 686m shares !! To believe any influence on the share price from this BB is delusion almost to the point of certifiability.

If you don't like or believe someone's output there's a filter option. Use it freely.

BTW. If you're really worried about major risk factors then you simply need to look at IQE's multi-site production capabilities to see they've already mitigated a huge element of that.

[obiterdicta] 07/9/2017 10:01

Tomyumgoong - thanks for that. Cardiff will supply the brains but how much brawn is required? Is brawn in short supply in South Wales? OD

PS - I think I might have answered my own question there.

[aimingupward2] 07/9/2017 10:01

Diplomat65, why not acknowledge that you have merely cut and pasted that IQE history from Wikipaedia?

[tomyumgoong] 07/9/2017 09:58

obiterdicta,'Security of Supply' is a big buzzword in modern industry! Securing staff has been thought about and addressed in the strategic tie up with Cardiff University imo. This University will be like a production line for qualified staff.......each year after qualification turning out a new batch of minions to work with Gru......I mean Drew, lol.

[grity] 07/9/2017 09:58

The biggest risk to oneself
Is questioning iqe too much , when you
Really believe the story.
Just go with the flow & it definitely
Is Northwards !

[adventurous] 07/9/2017 09:43

The biggest risk is out of IQE's and thousands of other companies WW3 - lets hope not!

[sheep_herder] 07/9/2017 09:40

For me, the biggest downside risk is that they might ONLY do 8p EPS next year.

[obiterdicta] 07/9/2017 09:39

I am an IQE bull, albeit slightly later to the party than others here. The key risks in my view are in executing scaling up - it is difficult to grow income and profits rapidly as you need the infrastructure in place to do it right. Premises and machinery appear to be in place. Does anyone know what the additional staffing requirements are and how difficult it is to find those staff in IQE's locations.

[bocase] 07/9/2017 09:37

ramridge:

I understand that you are simply looking for potential downsides but I do not consider it fair or reasonable to ask Sweenoid to justify his posts. He has already done that(see link above in post 6074). We should be exceedingly grateful that he is willing to share his research and knowledge with us and having bought a substantial number of shares myself at 19p I would not be sitting on the profit I am without Sweenoid's hard work and willingness to share and he has proved to be spot on since then.

[ayl30] 07/9/2017 09:22

Ram, if you hold a share it's because you have some belief in it going up!Take it with a pinch of salt but remember he knows a LOT more than the rest of us.He seems sincere and not a wind up merchant, just likes to brag a bit so let's forgive him thatIQE is my biggest holding, I am not blind to risks but it is the biggest as I believe the upside far outweighs any downside. Risk to me is if mgt have strengths to build it into a world leading volume producer, so far they seem to be doing ok

[someuwin] 07/9/2017 09:20

Rambridge - follow this link for sweenoids recent SWOT (S) strengths ( W) weaknesses (O) opportunities ( T) threats analysis of IQE...

[picobird] 07/9/2017 09:18

Thanks APHRODITES for that info. I think IC will be slated over their Sell call, using a bit of sense they could have gone for a Hold. Have they not heard of running their winners :)

[hammerd2] 07/9/2017 09:16

ramridge - you have choices. You can take it all on board, decide he's a fantasist or do your own research from all sources and make your own mind up. It's no-one else's responsibility to make the case for anyone else's decision making processes. I think it's pretty clear he's very positive. Believe it or don't. I'm not sure why so many recent arrivals seem to be so negative towards a poster who has done nothing but rather magnanimously share his considered and researched position with others. Since the share price was circa 19p !

Too many seem that want everything on a plate - I'm surprised there haven't been requests for loans and indemnities in order to buy shares from some people here.

[runthejoules] 07/9/2017 09:00

@adejuk ARM did not have their own factories so they were much more adaptable and easier to sell. However because IQE have their own factories they could make a lot mor e profit through vertical organisation, whilst still farming out their IP if they ran out of capacity, someone correct me if I'm wrong. Ta.

[ramridge] 07/9/2017 08:59

sweenoid - I have been following your posts for some months and I have a proportionately large stake in IQE.
Reading your post above (6059) I can see the thread and reason(s) for your enthusiasm. However there is this little monkey sitting on my shoulder saying "well he would wouldn't he; to put it mildly, he has skin in the game. There is no way anyone with his amount of £££;£ commitment can present a balanced view. It is plain common sense and plain psychology."

Let me say again that I mean no disrespect or slight on your intentions.

We all know that no company or situation is bullet proof or risk free. So what do you perceive to be the banana skins that might trip us up and put a dent on the hugely optimistic picture you have presented above?

[adejuk] 07/9/2017 08:52

i'm new to this but the story reminds me of arm
am i off the wall?

[aphrodites] 07/9/2017 08:51

Analcime

Not £150 but 150p held yesterday! A positive sign in the face of some sources advising taking profits. Also, one might have expected Ennismore and Marshall trying to add fuel late in the day to the downward momentum. The upward momentum appears in tact.

Onething

I share your concern about Elliott Wave not applying to small caps but if you do research the analysis you will find when it does work it applies equally as well to small caps as large ones.

As my post said: It does not always prove to be right!!

I never use technical analysis alone to make investment decisions for me. But I do use it as a useful tool to help in my decision making.

IQE is in an upward momentum channel and breaking 150p effortlessly yesterday was an important move in this momentum. Some shorters may well attempt to take it back below the 150p level but the recent news, interest shown by investment institutions and chart movement all combine together to assure me it is dangerous to be out of the share.

I posted my chart analysis as another piece of information to support those here whose technical expertise is far greater than mine and who clearly believe there is a lot more to go for.

As far as I am concerned I shall stay with the story and hold all of my shares.

[bocase] 07/9/2017 08:41

runthejoules:

Yes I had the same problem. Very annoying but easy to fix even for a technophobe like me. Near the ad you will see a link for ad preference, follow that and eventually you will see a link for personal ad choices and on the left of all the advertisers you will see a button to block all ads. Just click it and job done.

[pi0110] 07/9/2017 08:40

google free firefox ad blocker and download

[runthejoules] 07/9/2017 08:40

Have installed adblock plus and seems to be doing the trick! Why do they shoot themselves in the foot with annoying ads like that? I wish i still held GOCO shares, so I could sell them in protest. Daijavu all the Tories are rich shareholders. They are not going to tank the economy like that, the FTSE 100 Directors won't let them - read the papers.

[daijavu] 07/9/2017 08:32

I believe the story but I have concerns about major external political threats to IQE's UK operations resulting from a hard brexit.

How many people realise that all transport by air, sea and rail between the UK and the rest of the world is subject to EU treaties that the UK will no longer be party to if we leave the EU with a hard brexit and no agreement.

That will leave the UK international transport industry with on legal umbrella to operate under. Worst case scenario is that there will be no commercial movement into or out of the UK from the 29th of March 2019 until the UK government negotiates new treaties.

However long that takes.

It is why major UK airlines are already making provisional arrangements to move their entire fleets out of the UK and base them in other countries like Austria.

It doesn't take much imagination to realise what that would mean for British industry in general and IQE in particular. There will be no point in IQE producing anything in the UK if it cannot get its products out of the UK.

It would have consequences for the general population as well.

Drew might be brilliant at his job but I suspect he might not know all that much about transport law, let alone international transport law. He would leave such mundane matters to others who are likely to be in junior management positions and lower and might not be following the brexit story all that closely either.

My take on a hard brexit is that, at best, it will be highly disruptive to our international transport network and make exporting anything difficult and slow. It might mean that the only way to get goods and people into and out of the UK will be via Northern Ireland, by road into the Republic of Ireland and by air or sea from there.

What effect it might have on IQE I cannot say but if I were Drew I would consider expanding production sites outside the UK.

Just in case.

[priteshpatel9] 07/9/2017 08:29

Install ad-blocker.