Iqe Share Discussion Threads

[sweenoid] 30/10/2017 12:01

following on nortisP's excellent link I would remind newbies here that IQE's solar offering is far from dead but will 100% not be used to cheap 'on top of the roof' panels
IQE has a unique arrangement with solar junction ( they once held a share of that company before it was bought by the Saudi Government) and are providing the wafers for that companies partnership with Sierra Nevada corporation, this is ALL about solar panel arrays on spacecraft and satellites (huge market

this is a huge deal when it gets off the ground ( sorry, couldn't stop myself ;-))



you might not have heard of the Sierra Nevada Corporation - have a look - they are MASSIVE

tick-tock, tick-tock - we have not even started with the newsflow this week or next- if you have not seen the newsflow calender look at my post 8150
S

[grabster] 30/10/2017 11:51

I saw ELO at Birmingham Town Hall several decades ago.

[steptoes yard] 30/10/2017 11:37

Alan Partridge went to see the Electric Light Orchestra at the NEC in 1976.

[nortisop] 30/10/2017 11:31

Yet another potential revenue stream for IQE and a new acronym (ELO) to boot!

[aphrodites] 30/10/2017 10:24

Looks like we are all watching and employing different chart techniques!

I go along with Midasstingray.

My Elliott Wave chart suggests taking profits in Wave 1 and be prepared for a set-back which might well take it back below 150p again in Wave 2 downwards.

150p is a big barrier and I have sold my holding today taking good profits.

Any retracement below 150p and retest for the 3rd time after, might well herald the big move we are waiting for.

And do not underestimate a short being a deliberately messy buyer from the off today to take the price up, only to sell later in the day.

[crazycoops] 30/10/2017 10:13

sweenoid, you might just want to double-check your US timings this week as I believe their clocks don't go back until the weekend!

[adejuk] 30/10/2017 09:58

aixa up 19%

[midasstingray] 30/10/2017 09:57

My chart shows when it break through the upper bolinger band it the trades upwards for a day or two (august then soptember) then moves sideways or retraces. Interesting to see what happens now, RSI is high for a while now today may come back a bit hope it consolidates this position as a support level.

[someuwin] 30/10/2017 09:53

just urquhartstewart̴7; @ustewart · 3 hours ago

US tech stocks rose by over $190bn last week. Greater than gdp of New Zealand

[ny boy] 30/10/2017 09:48

I’m running my eye over these again, chart looks solid.

[mad foetus] 30/10/2017 09:38

Just broke through the top bollinger band which gives a technical buy signal. If you are interested, I think most of us saw it coming!

[adejuk] 30/10/2017 09:35

i would be astonished if someone [+] is not running their eye over iqe

[skinny] 30/10/2017 09:34

Excellent early volume.

[mad foetus] 30/10/2017 09:33

Big decision for any shorters if we break 150 decisively. Chart looking lovely right now

[fhasson] 30/10/2017 09:11

Fourth industrial revolution could unlock 445bn for UK, report revealshttps://www.hl.co.uk/feeds/apps/newsroom-article?id=12219847https://www.hl.co.uk/feeds/apps/newsroom-article?id=12219847

[grabster] 30/10/2017 08:54

Market cap now hovering at £1bn threshold.

[picobird] 30/10/2017 08:35

Again, a big thank you to sweenoid & company for sharing their amazing knowledge which is mega :)
Cannot see IQE commencing dividend payments until 2019 earliest but that's just a case of wanting ones cake & eating it :)
GLA

[lurki0] 30/10/2017 08:35

There goes 150. Most satisfactory.

[khitchen] 30/10/2017 08:23

SWEENOID
Thank you for your info , you are of great knowledge about IQE I follow you , please keep the news coming
Khitchen

[rivaldo] 30/10/2017 08:17

Great summary of news flow to come sweenoid. Many thanks from me too.

[bocase] 30/10/2017 08:10

Sweenoid:

Thank you as always for sharing your knowledge. It is appreciated.

[sweenoid] 30/10/2017 08:04

I am optimistic we will be crossing the 'Rubicon' of 150p this week...and hopefully staying there. Certainly the news-flow over the next 2 weeks should reinforce and support IQE's business model

A lot of newbies on this thread , this may be of interest to you, or maybe not.LTBH people this should at least help you to focus on news events that matter.

The next 2 weeks or so will feature a host of earnings and industry news that have a direct impact on IQE, here is the timetable, and the reasons why each is important, and furthermore, what to look out for.( I intend to comment on each after the news is out).

31st October- 11-V1 earnings and CC - our biggest competitors, important to keep an eye on them. I am totally aware of the term 'confirmation bias', don't worry , I intend to be TOTALLY aware of threats to IQE, as I set out in my recent SWAT analysis.

1st November, a BIG day
earnings from our 2nd biggest customer in 'wireless'. Qorvo , who are also big on GAN,so their comments will be useful.

Oclaro also announce earnings, a big customer for our InP products - ignore the comments on 'China weakness'- nothing to do with us, concentrate on their comments on data centre and cloud storage .

The BIG event this day, is the Lumentum earnings due 1.30 our time , then most importantly the CC that will be broadcast live at 2-2.30pm, the analysts will be all over their comments in the 3D sensing sales, we should glean a lot of information on orders :-) , they WILL be positive, it's the clearest indicator of IQE sales in this sector.

November 2nd Apple earnings- of no real relevance to us , what WILL be interesting are their comments on iPhone X orders and MOST importantly their 'supply- side' issues, this will be a major area of questioning in the CC and the analysts will insist on clarity on this matter as they can't do Q4 estimates without a meaningful idea of supply and demand of the X.
Of course the next day the iPhone X actually goes on physical sale- supplies WILL sell out at the Apple stores within minutes of opening, Apple are kings of PR - they will milk the queues and the razzmatazz, so will we 🤤

6th November- our biggest customer -Skyworks report , for obvious reasons we want a positive forward looking statement

9th November - Himax earnings , this is going to be very interesting, once again it's ONLY the CC that we are interested in , Himax are providing their wafer level optics solution to Qualcomm, which will be used as part of their new Snapdragon chip ( will it be the 845 or the 2019 855, Himax say it will be ready Q1 2018 )to provide what is likely the 1st major Face ID/ recognition solution for Android phones, will it be ready for the new Galaxy S8 touted for March release?, can't see it myself, I think it's too early.The KEY here is what lasers are Himax going to use , in the last CC their CEO stated their solution would use EE rather than VCSELS BUT on questioning he confirmed they could use EITHER,I want the update on that, if they are favouring VCSELS ( they already say some customers are requesting VCSELS) any sign that they are moving to VCSELS would be massive news for us.( regardless of what they say, I think their final solution WILL be VCSELS - it just makes sense IF they can procure enough supply that is 😉😆

Have a look at this, for more information.



14th November- Macom earnings and CC - all important EXCEPT weakness in long haul metro ( as per Oclaro) Macom is a BIG VERY IMPORTANT customer, we again want to hear that their data centre and cloud InP markets are doing nicely. Macom will be THE key customer to use our GAN on Silicon for RF GAN basestations and GAN Power, RF GAN solutions have at last been qualified, I am hoping for more clarity as to when Macom expect to start shifting volumes of these products, :-), if they are already receiving orders in 2017 that would be sensational, no- one is expecting earnings here till 2018.

I am upgrading my share price expectations for the end of 2017 to 175p , The chart looks fabulous , the IMS will come on 12th or 13th December and imho is going to be incredibly bullish, add in the ongoing iPhoneX 'story' and good news-flow from above , then I am confident. I don't like talking about the shorter funds , but I think any sustained move above 158p will see that those positions decreasing . Given sustained positive momentum combined with positive sentiment, hopefully no severe macroeconomic calamities and it should be a very good Xmas for IQE shareholders.

S

[grabster] 30/10/2017 07:58

"iqe Plc (NASDAQ:IQEPF) was upgraded by Zacks Investment Research from a “hold” rating to a “buy” rating in a note issued to investors"

I know that upgrade was nearly 2 weeks ago. (This article reporting it is dated yesterday). But I mention it just to remind folk that there is a token presence of small scale submarket share dealing in IQE across the pond.

[poombear] 30/10/2017 07:29

Mad Foetus, you may well be right, if the yields are as low as indicated above then a far greater number of wafers would be required than if the yield was 100%. That's obviously a short term boon for IQE.

I was just trying to illustrate what the numbers could look like with lots of If's and buts. I don't know the number of units, I don't know the price to IQE per unit, and i don't know what the profit margin is. What i was trying to show was that this is what the numbers would look like if you applied answers to those questions.

[adejuk] 30/10/2017 07:18

there will be a point where this will go exponential.