Iqe Share Discussion Threads

[fuji99] 25/1/2018 09:56

Thecrunck - Can what happened to shorters with OCADO repeat here ?

[squire007] 25/1/2018 09:52

By March this will be 150p plus .......
Anyone got a better 33% nailed on punt please advise ..

[tonsil] 25/1/2018 09:47

I just noticed that my own multi story bike shed had been burgled and that half the best bike are missing.

[thecrunk] 25/1/2018 09:45

Those excel spreadsheets with shorters average strike price was very good even if roughly accurate.

What we know is:

- Most shorters are in the money (quite nicely)
- But they cannot close without moving the price up significantly.
- To keep the price down they have to take more and more short positions out lowering their average strike price, increasing their book profit but compounding their problem of exiting without driving the price up.
- What they want to do is move the price up and down in repeated tree shakes to shake out shares they can pick up cheap.
- They may have a script hoarder so although their disclosed short positions have not decreased in reality they may have as someone is buying the stock at cheap prices at their behalf.
- However at some point the exercise simply makes no more sense for them and they give up.
- The point in time where the exercise makes no more sense for them is when they simply cannot drive down the share price pretty lower.
- The price now of c 110p is not low enough because they cannot close enough of their positions without pushing the price up above their average cost.
- What they are waiting for is a massive drop (to around 70p and then they start a gradual buy back and close out all the way back up to 140).
- For that massive drop they need:

1- Poor Apple Sales results
2- No good news out of IQE until 14 March
3- Poorer than expected IQE 2017 year results
4 - Weaker than expected forward looking statement on 14 March.

None of this things are likley to happen and as someone else said this share price is like a wound up spring.

What holders now need to know is that no matter what happens this will be back up again past 140.

At some point soon within say 14 days after 14 March this share will be up back around 180 its just a question of time.

Shorters will get burnt.

Its inveitable.

No one panic sell becasue you are just playing into their hands and allowing them to pickup shares on the cheap.

IQE success is inevitable.

All from my tea leaves.

I have faith.

Holding till after march whilst averaging down.

[michaeljames1] 25/1/2018 09:39

And John how could you possibly know that with such certainty? This isn't a board to post random guesses and fill it up with unnecessary comments. It may go up, it may go down, that's what shares do, but posting that on its own with no reason, link or explanation is just a waste of time. Some of these posts are very useful but it's incredibly annoying having to wade through tonnes of useless rubbish before you get to them. Other shares don't have this issue so I don't get why IQE gets so filled up with pointless comments.

[squire007] 25/1/2018 09:34

Drink some Bovril then.


PMSL ............ ;-)

[hammerd2] 25/1/2018 09:04

Drink some Bovril then.

[its the oxman] 25/1/2018 09:01

Feeling a bit weak

[tsmith2] 25/1/2018 08:32

Broom broom..

[tsmith2] 25/1/2018 08:27

Close period?

[bulltradept] 25/1/2018 08:24

If some of you are believers long term, don't watch the daily churn of the price, just leave it to the day traders and short termers, other you might need those heart pills..

[hammerd2] 25/1/2018 08:22

eenyweeny - I've DM'ed you as I don't want to clutter up the board with more short talk. (look at the red envelope at the top of the page next to the logout button - took me ages to realise that was something.....)

[pbutterworth1] 25/1/2018 08:16

Shorters active. Good. Will be buying more later today

[john henry] 25/1/2018 08:14

Bears have well and truly got their teeth into IQE. At present they have total control while sentiment remains cloudy.

[dickiebird2] 25/1/2018 08:12

Rope - check !!

[owenga] 25/1/2018 08:12

Look like we are heading right back to a pound again today.. shorters have not finished yet. Don't think we got full capitulation yesterday.. they will want to push it below 100p and then it will probably crash down to 85p. Sooner we get this over with the better. Raising cash from other investments to top up when this happens.

[galatea99] 25/1/2018 07:54

Coffee................check
Heart pills...........check
Aspirin...............check
Whisky................check
Revolver..............check

[jimboyce] 25/1/2018 07:45

Add to my Reading ListNews ArticleTweetShare+1ShareE-mailPinRF GaN Market Will Be Boosted By 5GMonday 22nd January 2018NewsMarket size will be a factor of 3.4 larger by the end of 2023, posting a 22.9 percent CAGR from 2017-2023, says YoleIn the last couple of years, the RF GaN market experienced an impressive growth and has reshaped the RF power industry landscape. By the end of 2017, the total RF GaN market was close to $380 million, according to Yole Développement (Yole) in a new report titled 'RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023'. According to the analysts, the penetration rate in various markets, and in particular telecom and defence applications, had a breakout period in the last two years: CAGR in these two markets is more than 20 percent.Yole says that another strong boost will occur around 2019–2020, led by the implementation of 5G networks. The total RF GaN market size will be a factor of 3.4 larger by the end of 2023, posting a 22.9 percent CAGR from 2017-2023...Yole's RF GaN market report describes GaN's presence and development in different markets, including wireless infrastructure, defence and aerospace, satellite communication, wired broadband, both in coaxial cables used in cable TV (CATV) and fibre-to-the-home, and other industrial, scientific and medical radio band applications. It also offers a complete analysis covering different emerging GaN players: Sumitomo Electric, Wolfspeed, Qorvo, These companies and more are part of Yole's study.2017 has been undoubtedly a good year. Recognised by the industrial players, the RF GaN technology is becoming the current mainstream within the RF industry. Mostly dominated by the IDM companies, Sumitomo, Qorvo and Cree, the industry is at a critical stage. Tomorrow might be different with the penetration of the foundries.Since Yole's previous technology and market report, there has been the failed acquisition of Wolfspeed by Infineon. Wolfspeed is now reintegrated into Cree's business. Also, Ampleon announced an acquisition offer by a Chinese LED company, named Aurora Sapphire. This company is a competitor of San'an Optoelectronics. In addition, companies like M/A-COM and Sumitomo have begun using silver sintering as the die attach material, it helps thermal control and improves the device quality. It's been confirmed that the next step will be using pure copper as flange material for the package.In the coming years, Yole Développement sees telecom and defence markets acting as the mainstay of the industry.The telecom market, thanks to the increasing development pace of 5G networks, will bring a huge opportunity for GaN devices beginning in 2018. Compared to existing silicon LDMOS and GaAs solutions, GaN devices are able to deliver the power/efficiency level required for next generation high frequency telecom networks. Also, GaN's broadband capability is one of the key elements for enabling important new technologies, such as multi-band carrier aggregation. GaN HEMTs have been the candidate technology for future macro base station power amplifiers.Yole Développement estimates most sub-6GHz macro network cell implementation will use GaN devices because LDMOS can no longer hold up at such high frequencies and GaAs is not optimum for high power applications. However, because small cells do not need such high power existing technology like GaAs still has advantages. At the same time, market volumes will increase faster because higher frequencies reduce the coverage of each base station, and thus more transistors will be implemented.The defence market has been the major driving force for GaN development in the past decades. Originating in the US Department of defence, GaN devices have been implemented in new generation aerial and ground radars. GaN's high power capability improves detection range and resolution, and designers are becoming increasingly familiar with this new technology.Nevertheless, this military-related technology is very sensitive. And as GaN devices are becoming popular in defence applications, the development of the nonmilitary part could be affected. This is especially true in terms of mergers and acquisitions. Governments could block deals if businesses target military applications, as in Aixtron's acquisition by FGC Investment Fund, or Wolfspeed's by Infineon."GaN RF has been recognised by the industry and has become mainstream", says Zhen Zong, technology and market analyst at Yole. "Indeed, leading players are increasing revenue very rapidly and this trend will remain for the next several years."GaN transistor prices are still relatively high today. According to Yole's analysts, in the near future, more and more players should penetrate the market ensuring volumes increase and prices decrease.In parallel, Yole highlights significant issues related to the packaging. An effort in packaging could also strongly bring price reduction to an attractive level. Today, more players are choosing a plastic package: the industry is showing some movement on new types of packaging material and new die attach methods.With important R&D investments, new packaging technologies in the package material and die attach will be more frequently used in higher-frequency and higher-power applications. "Indeed, we believe it will help reduce the price and ameliorate the performance", explains Zong from Yole. The GaN industry will grow in the coming years. Existing market leaders will no doubt increase their revenue, but likely not their market share.More news articles

[runthejoules] 25/1/2018 07:41

Yep bookbroker, we should have kept an eye on the dollar too! When it strengthens again (if Trump dies, interest rates rise again) we'll have more luck (or continue to do so). What time does shorttracker update so we can see who did, indeed, close yesterday?

[hammerd2] 25/1/2018 07:39

You know, in case anyone's remotely interested in IQE target markets.

Will be of academic interest only to see if my prediction of 12.5% notified short positions comes to pass or will be surpassed. eenyweeny - school run in a minute but I'll get back to you later.

[bookbroker] 25/1/2018 04:57

They will be in here for the long run, the shorts, this is still on a very high rating for a cyclical company, and it is in the late stages, remember their earnings are in dollars, this persistent weakness in the currency will be hurting them, even with currency hedges in place.

[grity] 25/1/2018 04:00

How many people are thinking should have sold at 1.70 1.50,1.40etc ,& bought back in now tonnes I think including me . Now think what thee shorters are thinking or will be thinking after the 1/2/18 (a week today)? You guessed it we should have closed around a £1 . Hang in there this gonna bite hard and teach the hedge funds a lesson !! and to buy back @ 92millon shares won’t be a walk in the park ..