Iqe Share Discussion Threads

[grity] 28/9/2017 12:40

These shorters must be thick as f@@k
They should be traders & locking in profits
But they are acting as though they
Are investors (short)
Why not just be real investors & go
Long !!

[taffy100] 28/9/2017 12:35

Deep-ultraviolet gallium nitride quantum dots in aluminium nitride

The researchers say that the 40% IQE is more than two times the highest reported value for AlGaN QW-based heterostructures at comparable short deep-UV wavelengths.

[runthejoules] 28/9/2017 11:35

I meant which stocks made Sweenoid a millionaire? Trying to get inside the mind of a genius here ;-)

[fuji99] 28/9/2017 11:32

runthe joules - The shorters themselves hoping for a turnaround are reporting the shorts. The tech stock are recovery - after a long fall - is not arranging their original plans.

[runthejoules] 28/9/2017 11:28

Which ones are these apart from here and IMG Sweenoid, out of interest?

[hammerd2] 28/9/2017 10:39

They have til their submissions to the FCA today to update their movements on 25th so we may see some other movements still.

Currently :

Ennismore down £7m
MW up £1,713.75 !!
Coltrane up £1.2m
WorldCuants down £178k

[aphrodites] 28/9/2017 10:19

WatteNe

See: hxxps://shorttracker.co.uk/company/GB0009619924/

[wattene] 28/9/2017 10:16

APHRODITES: - Where did your info on the shorters come from? I had a look on the FCA site and it is still showing just the 3 shorters.

[twatcher] 28/9/2017 09:49

yeah...that's the reason ;¦

[runthejoules] 28/9/2017 09:32

You'd think about 33% profit would be enough for those greedy shorters. Maybe the big boss is on holiday and can't be reached to give permission. Not that I'm doing any better as a PI.

[irishlass2] 28/9/2017 09:09

And the good news is that the big shorters have still to close.

[someuwin] 28/9/2017 09:06

Looks like this is on the way back up to previous highs.

[aphrodites] 28/9/2017 09:00

A new shorter has joined the pack!

WorldQuant LLC which announced a 0.52% short on 25 Sep.

The five are now short 5.95% of the shares.

[sweenoid] 28/9/2017 08:57

IQE had their 'annual meeting' the week before last,the key managers from all the divisions met along with the 'board members' to discuss tactics, team- building, research , present papers and listen to invited speakers. I am told it was an extremely successful few days with objectives fulfilled. It was an internal meeting, it obviously discussed many 'business issues' but no customers were involved.

I am doing some research on the 'infrared division' at present, things there are seemingly looking very good indeed, will come back when I have something to contribute

S

[nimbo1] 27/9/2017 20:39

jimboyce thanks for heads up on lumentum - followed the directors in for some.

[maxwellsdemon] 27/9/2017 20:15

This is the latest update on the 3D camera problem. It is Romeo that is the problem. Romeo is the dot projector apparently??








Extract from the Fortune article:

"...........Apple has remained silent about its possible manufacturing woes, but the company's decision to release the iPhone X in November instead of a September timeframe like its iPhone 8 might be telling. Apple, it seems, needed some additional time to get its high-end smartphone to store shelves.

But exactly how this Romeo and Juliet problem will affect the iPhone X is unknown. The Journal's sources said that the problems have largely been addressed, and now the production process is moving along at a reasonable pace. But considering Apple has faced both screen and Face ID manufacturing problems, there's a chance that its supply will be constrained for at least some time...."

[sweenoid] 27/9/2017 19:34

Lumentum next CC due 1 st week of November will be very interesting, coming a few days after the iphoneX launch
Up to now they have said they had received $200million worth of orders for their ( IQE VCSEL ENABLED) 3D sensor chips, this was then increased to $300million. The figure they will give at the next CC will be the orders received by Friday 30th September , the end of their 1/4

The statement will be interesting but the CC Q&A will be the REAL event to watch/ listen to.

It's interesting to see share price mobpvements but I prefer to concentrate on the fundamentals- if they are sorted the share price looks after itself.

Having said that at some stage I think the Lumentum share price is gonna race off the chart
S

[jehovajira] 27/9/2017 19:33

And I quote the analyst in the article '“Lumentum has been working on this stuff for at least a decade,” Henderson said. He expects the 3-D laser market to be worth as much as $2 billion by 2020. Lumentum shares are up 65 percent over the past year. A Lumentum spokesman declined to comment.'

Additionally, Lumentum makes lasers used in 3-D sensors and controls about three-quarters of that market, according to Alex Henderson, a Needham & Co. analyst. The Milpitas, California-based supplier expects to deliver $200 million worth of lasers this year, most of which will end up in iPhones. Prior to July, Lumentum’s total cumulative revenue from that market was around $5 million, according to Henderson.

[boldlygo] 27/9/2017 19:29

Can anyone explain why I can no longer see Sweenoids posts on the main BB ?

[someuwin] 27/9/2017 19:09

Yup. Lumentum surging. Along with all the US stocks in the header.

[ronwilkes123] 27/9/2017 19:09

You'd be surprised how often shares follow related shares. I'd assume certainly a blue open a couple of pence , from then on I don't know

[bocase] 27/9/2017 19:03

Lumentum currently up 9% on the day.

Difficult to know if it will impact IQE's share price tomorrow but it is a good news story and as Sweenoid points out if our customers are doing well then so should we.

[ronwilkes123] 27/9/2017 18:49

I'd assume a rise tomorrow here as a read across from them. Anyone think the same ?