Iqe Share Discussion Threads

[galatea99] 28/1/2018 09:36

@Rivaldo,

Yes, there will almost certainly be record sales but it will be the detail that matters, the sales of the iphone x, as well as outlook hints, as far as IQE is concerned.

hxxps://www.macrumors.com/2018/01/02/apple-earnings-q1-2018/

hxxp://appleinsider.com/articles/18/01/02/apple-to-give-first-glimpse-at-iphone-x-sales-with-q1-2018-earnings-on-feb-1

Fingers crossed!

[rivaldo] 28/1/2018 00:15

From today's Sunday Times....



"● Apple is poised to set a new profits record on the back of sales of its iPhone X, the world’s most expensive smartphone. Analysts expect the $880bn (£621.5bn) behemoth to reveal on Thursday a $19bn profit on a record $88bn in sales for the three months through December. The figures, powered by Christmas sales of its tablets, phones and laptops, would be a new high water mark for Apple, which is on track to become the world’s first publicly traded $1 trillion company."

[kirk 6] 27/1/2018 22:52

There is talk of these rising back to £1.40 next week

[hammerd2] 27/1/2018 21:30

If it weren't for the fact it's been made up a million times before you'd say 'you couldn't make it up'.



bocase - first impressions are usually the most accurate.

[fuji99] 27/1/2018 20:10

I cannot believe that the vultures are still circling around following the damage they have done to IQE.

[bocase] 27/1/2018 19:37

I don't know. At first I thought it was malicious but maybe he just has a sense of humour on viagra. Tongue in cheek stuff I suspect.

[speccy1] 27/1/2018 18:34

regasclockwork - if you think you're some kind of shining wit, then I fear you are terribly, terribly mistaken

[hew] 27/1/2018 17:21

Not relevant to traders, but I wanted to set a basis to assess the share price during what seems the long wait until March 20th. (Sold some higher than the current share price but still hold enough to take seriously.) So I brought a negative perspective to re-reading the recent RNSs, checked the financials for recent years, and noted the analysis of the Dec TU by Stockpaedia and the estimates here by Chessmaster. (Ignored the share price targets of brokers.) Conclusions for me: that most important are IQE’s built and building capabilities and their application markets. As the CEO said: ”IQE's outlook is for strong, diverse and sustainable growth". The March numbers matter, but not overwhelmingly so. My best guesses are 2017 EPS at 3.3p and an appropriate p/e of 30. Hence a “sensible̶1; share price of 100p is my base however the share price is actually thrown around thereabouts before March.

[the stigologist] 27/1/2018 11:03

Hah, predatory vulture capitalists. This isn't a (accidental) bug in the system it's an (essential) design feature.

[aimingupward2] 27/1/2018 09:38

“Strange how those funds who were happy to pay £1.40 have not accumulated at the current £1.”

I suspect that many/most funds have strict rules about allocations and percentages and are therefore prevented from taking up what might seem to be ‘opportunities’. They are longer term thinking and will just ride it out.

[lpavlou] 27/1/2018 00:12

Strange how those funds who were happy to pay £1.40 have not accumulated at the current £1. At the current share price they must be a candidate for being taken over just to secure a safe supply of VCSEL's. I held off topping up today as I fear we may test 90p early next week but the results season starts on Wednesday for a whole week and if the results are as positive as I expect, then this may tempt some of the shorters to start closing their positions and bank their profits. Funny how given the chaos this week, the analysts haven't re-iterated their target prices given they are nearly double the current share price

[thecrunk] 26/1/2018 21:48

hxxp://iphone.appleinsider.com/articles/18/01/26/iphone-x-doomsayers-lack-basic-reading-comprehension-skills-or-theyre-purposefully-dishonest

[thecrunk] 26/1/2018 21:33

hxxp://iphone.appleinsider.com/articles/18/01/26/iphone-x-doomsayers-lack-basic-reading-comprehension-skills-or-theyre-purposefully-dishonest

[thecrunk] 26/1/2018 21:33

hxxp://iphone.appleinsider.com/articles/18/01/26/iphone-x-doomsayers-lack-basic-reading-comprehension-skills-or-theyre-purposefully-dishonest

[derekfrizzel] 26/1/2018 18:29

Horneblower - thanks for taking the time to post. I am going to take your advice. Hopefully others will read your posting, take a deep breath and pause. I will continue to monitor the board and look forward to look forward to the future.

[thecrunk] 26/1/2018 18:22

Shorts down yesterday.

Valiant down 0.5% yesterday as someone said reckon its that Irish dark pool transaction.

Lets hope this is the start of their closing and the bottom of the current trend.

[regasclockwork] 26/1/2018 18:04

adejuk - 22 Jan 2018 - 16:30:35 - 11405 of 11991

"now hold 125k
genuflecting "
!
adejuk - 22 Jan 2018 - 16:29:05 - 11402 of 11990

"this is one hell of a battle between b and b
i took 10k at 123ish
fully expect to be pleased"

adejuk - 26 Jan '18 - 16:33 - 11982 of 11989

"ano down day
85 p monday" _End-

Are you OK ade? It's just that you've reminded me of the Irish turkey 'who' was looking forward to Christmas.

[horneblower] 26/1/2018 17:56

Derekfrizzel, IQE is a good company in a fast-moving industry. What their 'value' is at any specific time depends on a whole stream of factors, none of which is scientifically measurable.

The shorters have a job to do. Their task is to make money out of what they perceive as over-valued equities. Just 16 months ago these shares were changing hands at 20p and less. Since then they raised £95M for 10% dilution at 140p but that was after a concerted effort to push the shares way out of their comfort zone to 157.5p.

One might say they were very fully valued at £1 last July. Was the shareprice ramped up to do the rights issue, or was the rights issue done opportunistically when the shareprice was in the clouds? Frankly, it doesn't matter.

What matters to the institutional shareholders and will no doubt matter to you is where will the shareprice be in two year's time. In my view it will be over £5. Will the shorters be looking to short the shares? Probably not, as they will not consider them to be over-valued.

If you still think this is a good company, the best thing is to stop constantly looking at the share price.

Come back in two years. You'll have a pleasant surprise.

[blueflame] 26/1/2018 17:25

Regarding wether or not you believe in Dark Pool trades it's interesting to note that Valiant bought over 4 million shares back yesterday according to the FCA website...

[pazzuzu] 26/1/2018 17:25

When the shorts do close though are people expecting a big bounce? I'm not personally, perhaps on the day or so when they are actually buying back buy if the price rocketed back up surely they would then simply short it again as it would be over valued again, or at least by their sums. Any thoughts? My belief is that iqe will become a more stable slower moving share now the hot air has been removed, gradually increasing over time rather than the parabolic monster we have had for the last so many months. Happy to to completely wring here on that of course. Cheers