Iqe Share Discussion Threads

[diplomat65] 01/11/2017 08:16

For those BB readers unfamiliar with The Fast Show, here's an introduction to 11-V1's Sales and Marketing guru - aka Swiss Tony - as suggested by Sweenoid.Enjoy!http://youtu.be/8Ocn8w-yQjc

[jugu] 01/11/2017 08:05

2-5 broker notes should be a very short sentence.
We are unable to give any guidance due to inconsistent messages given by the company.

[fft] 01/11/2017 04:01

I also listened to the cc and the bit at the end was a disconnect from what was said before. Before the 2019 bit, I thought they said that when they bought it, it was up and running and had continued to be so. So, the no revenue part didn't make any sense (to me). I wonder if they meant earnings (i.e. profit) ? I think the question had been when the plant would contribute to ii earnings.I will drop them an email and ask for any clarification on that. After I have listened to it again (after golf).

[mad foetus] 01/11/2017 03:13

Apparently Apple are going to stop using Qualcomm chips, they have had a big falling out. I'm not a techie so have no idea whether this is good, bad or indifferent for IQE, but if it paves the way to upgrading the way iPads and iPhones connect wirelessly it could presumably present opportunities.

[diplomat65] 31/10/2017 23:53

Kazoom:I heard the reference to Vick Sell too and it made me smile - Yanks have a penchant for nomenclature don't they?As a golfer I've always admired the ride-on golf car brand E-Z-Go . . . says it all doesn't it? But Vick Sell? If you're a fan of The Fast Show then maybe Vick Sell is Pennsylvania's equivalent of Swiss Tony, the used car salesman that Sweenoid believes runs 11-V1's sales and marketing division.Did you run out of patience listening to the CC? Right at the end they fielded one last question about the VCSEL sales revenues anticipated from their $80M Kaiam/Newton Aycliffe plant. They replied thus:". . . plan to continue to invest in equipment, R&D and qualification for the years ahead with no revenue generation foreseeable til FY2019."They are thus quite some distance from encroaching on IQE's dominant market share. As Vick Sell would say . . . "Manufacturing compound semiconductors is much like making love to a beautiful woman. First you lay down the wafer, then you carefully and meticulously add - layer by layer - the preferred exotic material, atom by atom, until you finally and proudly present your perfectly formed and much sought-after 6 inch finished product."

[chessmaster10] 31/10/2017 22:44

Early reviews of the X are very positive with regards to face ID, pleasantly surprising seems to be the consensus.

If customer sentiment reflects the early reviews, it can only bode well for the future and increase the potential for other applications to adopt the same technology. I do think it has the potential to become the de-facto security method for a number of applications.

Pure speculation of course, but the early signs are promising.

[kazoom] 31/10/2017 21:50

I thought I would expand my knowledge of this sector by listening to the 2-6 results call, so was I just wasted an hour that I will never get back.

Was it just me or was that the biggest pile of BS ever?

Particularly the Q&A :

Can't tell you that, because we don't forecast by product, our customers might choose to buy anything.
Can't tell you that, because we don't forecast by segement, we have no ideas which customers will buy from us - could be any of them.
Can't tell you that, because we do not forecast by geography, we have no idea where active customers might actually come from.

2-6 might be the best investment ever, but I could never buy it with this level of IR.

If there was anything I could tentatively take away from this it would be (1) a reinforcement that the V[i]CSEL {that appears to be how they pronounce it) market will is confirmed to be buoyant , (2) They are doing better than excepted and enhancing their wafer production , (3) They made a claim to be global leaders in VCSEL production, when I thought conventional wisdom was that was IQE?

But in reality I don't really think I learnt anything (that I could trust) from that call - was I just not listening right?

[chessmaster10] 31/10/2017 20:44

Regas, ok i get it. So you can see where this is heading but you're less bullish than DS.

I can forgive him, or anybody else, taking some profit when they've clearly made a very good profit. I can especially excuse that from somebody who has contributed an awful lot to educating others - yes, in a very bullish manner - on the depth of opportunity here.

Not sure about "i've never known anyone break so many promises which has resulted in misleading fellow gamblers".

For you it may be a gamble, for me its a considered investment. Apart from selling a few shares, what are some of the many broken promises you're referring to?

[adejuk] 31/10/2017 20:36

vg chf
but no
jack nicholson
i will not need to break the eggs, they will be stolen from me at a minimum of £5
and i'll just have a chicken sandwich
:-)

[hammerd2] 31/10/2017 20:15

What took you so long 🤔 ?

[adejuk] 31/10/2017 17:55

is anyone on here old enough to understand that reference?

[adejuk] 31/10/2017 17:54

i now have 75k eggs at an ave of 142
i'm hoping for a 3* omelette within the next 18 months.
hold the salad.

[thereptile] 31/10/2017 17:39

secret of a great omelette. 'No eggs , just milk'. Courtesy of Lt Columbo

[thereptile] 31/10/2017 17:37

I thought something was up when we veered back onto goats

And I was going to have to google cashmere again

[adejuk] 31/10/2017 17:14

and i've jut had a half bottle of the most extra-ordinary bordeaux sauvignon chevalier
£45 and never had a taste like it
f. yquem

[adejuk] 31/10/2017 17:12

i've cut flesh for over 50 years - almost
i know what i'm talking about :-)

[adejuk] 31/10/2017 17:11

> net curtains
grill the goat

[adejuk] 31/10/2017 17:10

the only goat i know is federer

[adejuk] 31/10/2017 17:10

you have to understand tropes to get this discourse in relation to iqe

[netcurtains] 31/10/2017 17:08

glawsiain: I get the veggie hello fresh box. My smile always vanishes when I see "goats cheese" in the ingredients - I cant stand the stuff.