Iqe Share Discussion Threads

[maroonbells] 26/10/2017 16:16

I'm 99% certain that we are on the verge of a break upwards. The chart is displaying coiling patterns fractally all over the time frame. Watch them shorts cover baby :) This is the technology of the future.

[grity] 26/10/2017 16:06

Blown away world quint 0.56 to 0%%
:)

[aimingupward2] 26/10/2017 15:43

The increase in the share price over the past four weeks has certainly been steady but you can hardly say 'slow', firtashia. It's on more than 100% p.a. growth trend. I'll be satisfied with that if it continues.

[firtashia] 26/10/2017 15:25

Enjoying the tape action at the moment, with a slow but steady increase in the share price since end Sep on much lower relative volumes of <10m. Suggests the traders who wanted to make a quick buck on the second breakout at the beginning of August have sold out & moved on. My aim is to turn time into money, and not to time the movement of money. GLAH.

[bocase] 26/10/2017 15:01

Interesting find Mad Foetus. I hope Norris is correct. I wonder how resilient the likes of IQE will be in a general market correction as the U.S market in particular is overdue a pullback, though it is likely to be short lived.

[mad foetus] 26/10/2017 14:23

hxxps://www.trustnet.com/news/766768/fe-alpha-manager-norris-why-the-tech-sector-will-repeat-its-1990s-rally

However, Norris believes that technology stocks – which have the same growth capabilities – are now being undervalued by the broader market.

“I think what’s different about today’s European market compared to many markets is there’s certainly no big sector which is in a boom,” the manager reasoned. “Even if we look at a market like technology – which I would say is probably the most exciting market at the moment – it’s only [around] 5 per cent of the European market.

“The amount of sheer innovation in technology at the moment is very equivalent to the late 1990s and you’re certainly not paying the valuations of the late nineties. I think probably, technology is the sector where I would say earnings expectations are too low.”

An example of a technology holding in his portfolio is Aixtron, which is a German-based manufacturer of components for the semiconductor industry.

The stock, which has a market cap of €1.3bn, was the best performer in the Argonaut European Alpha fund over the last quarter, having appreciated in value by 80 per cent over this time frame.

“The story here is very much the fact that it’s a leading supplier of manufacturing tools – particularly for use in compound semiconductors which are generally more high-performance than traditional Philips semiconductors,̶1; Norris explained.

[maroonbells] 26/10/2017 08:05

I was going to change that to sellers, my mistake! :O

[sweenoid] 26/10/2017 07:55

Right , let's get this thread back on track, talking directly about IQE
One of our customers had some nice things to say today :-)
STMicro

Here it is as part of their earnings report

Imaging Product Division revenues, reported in Others, registered a triple-digit sequential revenue growth reflecting the initial ramp in wireless applications of ST's new program, including the Company's Time-of-Flight and new specialized imaging technologies.

Well isn't that nice ;-)
The TOF - time of flight application of course uses VCSELS and just guess who supplies those VCSELS to ST, good old IQE of course

We know that this application is used in the iPhone8 plus, and will feature in the X alongside the 3D sensing module, I expect ST to win many more sockets in Android phones, it's much less profitable that the facial recognition 'kit' but TOF is a massive market....and we are the key wafer supplier
S

[desperate dan] 25/10/2017 23:37

grity,

View the one following which adds more detail. The ramp-up starts from next year.

[grity] 25/10/2017 23:08

Nice 5G link , the video was made
In Feb 2017 & and still says 5G is
at least 5 years away.thought it would
Be sooner than that.

[pyglet] 25/10/2017 22:42

https://www.cnbc.com/2017/10/25/loyal-apple-customers-cant-wait-for-iphone-x-hsbc-initiates-coverage-at-buy.html

[sweenoid] 25/10/2017 21:44

But it's got FU*k all to do with IQE -what's the point

[mw8156] 25/10/2017 21:31

seems that Simon Thomas is the CEO and Colin Humphreys the Chairman and the lab in Cambridge this work came out of is world-leading.

[mw8156] 25/10/2017 21:27

Max

thanks for that info; think Colin Humphreys is a famous materials scientist who set up the unit in Cambridge and Ivor Guiney is a key manager figure in Paragraf; have to hope their innovation will be a great success.

[sweenoid] 25/10/2017 21:23

Say after me
IQE are NOT interested in graphene
Say after me
IQE are NOT interested in graphene
Say after me
IQE are NOT interested in graphene

[maxwellsdemon] 25/10/2017 20:57

Somebody mentioned a company called Paragraf earlier.

The three authors in the paper below are directors of Paragraf (formerly 2d Technologies Ltd). All three have a background in III/V compound semiconductors and are probably well known to the IQE people.




Single-step manufacturing process for the production of graphene-V/III LED heterostructures

Ivor Guiney; Simon Thomas; Colin J. Humphreys
Author Affiliations +

Proceedings Volume 10124, Light-Emitting Diodes: Materials, Devices, and Applications for Solid State Lighting XXI; 101240D (2017); doi: 10.1117/12.2250166
Event: SPIE OPTO, 2017, San Francisco, California, United States

Abstract
Graphene has been touted as an ideal material for GaN LED transparent conductive layers due its high optical transparency and high electron mobility. However, many issues exist with graphene-LED integration. These include contamination from metal catalysts and manual transfer; graphene material non-uniformities over large (wafer-scale) areas; incompatibility with LED device processing; and high manufacturing costs for large-areas of material. In this work, we demonstrate graphene as a transparent contact layer for GaN LEDs which solves all of these issues. Our results prove zero contamination, with excellent material uniformity and full LED processing compatibility. Thus, we have for the first time shown a graphene fabrication process suitable for industrial GaN LED integration.



A link to a patent application assigned to 2D Technologies Ltd is posted below:

[sweenoid] 25/10/2017 19:15

Maroon bells- not everyone who sells shares is a shorter - your wires are crossed!

Markets need buyers AND sellers

Anyhow, let's get away from TW ( what a waste of a debate ) and talk about something actually relevant to IQE
5G is going to be MASSIVE for IQE, it's a complicated concept , and frankly no-one really understands how it will effect us, many people in the know, say it will be like experiencing the internet in its infancy again, FOR THE 1st time! Having lived the majority of my life ( so far) in the pre- internet era, I say BRING IT ON

Anyhow I thought this little video was a fabulous short intro into what 5G is all about
5G WILL need an abundance of compound semiconductor material and that's what IQE do, for the sake of simplicity IQE will be all over small cell and MIMO as mentioned in the video, but for even more simplicity concentrate on the mentions of basestations here- the means by which the signals are transmitted and received - this WILL be empowered by RF GAN, which is kind of nice because EVRY basestation - and as you will see, there will be many is likely to feature IQE products , a growth market - you better believe it



S

[grabster] 25/10/2017 18:53

The comments that follow that youtube video of Tom Williefroth are so typical of every list of comments I've ever seen about the guy, that it's a miracle that some folk are gullible enough to believe a word the man says. Like one of the posters says - he is the Basil Fawlty of the investment world, without the charisma.

[adejuk] 25/10/2017 16:39

even if his pals think he is good dinner party company

[adejuk] 25/10/2017 16:38

he's a total a hole

[adejuk] 25/10/2017 16:35

don't eat his pizza

[poombear] 25/10/2017 16:11

This is all you need to know about TW

[grabster] 25/10/2017 16:03

Tom's track record is pretty awful. As was his attempt at a tv series.
But he has to churn out comments of some sort or his subscribers will drift away, and he would then have to rely on making money from his own tips instead. That might not work so well ;-)

[fft] 25/10/2017 16:01

His main point in the article is that many other companies produce epitaxial wafers :-

II-VI (mkt cap 3bn)
Sumitomo (mkt cap 13bn)
Jenoptik (2bn mkt cap)
Landmark opto

He uses Jeffries (investment bank) demand figures and assumes that IQE get 50% of the market, but that increased supply will lead to a 50% decrease in price. The summary is that the market is worth less than $20m a year to IQE.

It appears to be a quite well written document. It doesn't mention any of the other fields that IQE are involved in, just VCSEL. Whether the figures are right or wrong is a different question !