Iqe Share Discussion Threads

[american idiot] 29/1/2018 08:06

IQE bid ?

Currently 123p

[bocase] 29/1/2018 08:06

Wow! What is all that about?

[american idiot] 29/1/2018 08:03

huge buying in the auction...Gone into extended auction.

[a0469514] 29/1/2018 07:53

Grity, there is an Android update for the Advfn app. Install that and I think you will find you are back in business.Xylos

[galatea99] 29/1/2018 06:45

Re the graphene discussion, I thought I'd mention that Stockopedia is running a "free access for 14 days" trial offer and that on their "discussion" page there is currently an extensive article on the potential market for graphene and the different companies involved, way beyond my non-technical ability but perhaps of interest to others here. Besides that, an opportunity to check out Stockopedia free.

[lpavlou] 28/1/2018 23:27

I've been re-reading the TU from December and wonder whether our Infrared division (Galaxy Semiconductor) is working on a solution that would enable the camera on mobile phones to have infra-red ability and see in the dark. There are adapters that you can buy now that clip onto your phone , but they are expensive. Wouldn't surprise me if they were working on this type of innovation for the next iPhone releases.

[kuss1] 28/1/2018 22:15

The shorts here are not based on failure but valuation. But with a growing company that's very dangerous as valuation moves with growth. So anyway, those £90 million in short positions will have to buy back to make a profit, and do so soonish I would have thought.

[thecrunk] 28/1/2018 19:40

Regalsclockwork who is the messiah?

Do yourself a favour. Go on google finance and do a 12 month comparison graph of share price IQE/HIMAX - the correlation is freaky. Graphs exactly the same.

Its the same money driving these things up and down.

[panic investor] 28/1/2018 18:59

85p is where the gap is - gaps tend to be revisited sooner or later

[regasclockwork] 28/1/2018 18:18

A couple of weeks back I said that I kept saying to myself as the share price continued to plunge [around 140p at the time], “Give it another couple of days to hopefully bottom out”. It plunged a further 16.8p by Friday 12-01-18 to 123.7p. Thankfully, by the following Fri 19-01, it had recovered 6.4p to 130.1p. I thought I could then relax thinking the worst was over, but it was not.

I can't believe that I have sat on my hands for another week which has seen the share price plunge a further 25.1p to 105p.

I've just given myself a bloody good talking to and a leg slapping.

I obviously wish that I had taken The Messiah's tip when he told us that he had sold at 157p as it would have been daft not to.

No sour grapes on my part, but just annoyed with myself for being so daft.

Fortunately for me, like the man who sold who said he would not be selling because he didn't need the money, I too don't need the money, but hope to get it back before I die.

I don't intend to put any more of my hard earned cash into IQE at present, so will rely on a win on the LOTTO to help me out. Easy come, easy go?

Good luck all for Monday onwards.

PS Please tell me that when 'The Messiah' said he was worried that IQE was in danger of overheating when it soared to 85p, he was joking.

[bootie64] 28/1/2018 17:46

Thecrunk,I hold both IQE and VRS , although I reduced IQE on the way up and am not concerned with the drift in share price Rather than clog up this thread regarding VRS please see below link for a wealth of information, (credit to mikebrenner for his research and for posting) should keep you occupied for a few hours :)You may have to register to read it allhTTps://www.stockopedia.com/content/versarien-part-1-background-to-the-graphene-marketplace-305388/RegardsBootie

[thecrunk] 28/1/2018 15:48

Yump - VRS certainly has the right characteristics.

I have not checked yet I need to look at the VRS message board. I want to see if there is any poster which posts very long and incredibly insightful topics on that company. If I do find that my conspiracy mind will wake up.....

Conspiracies aside I know this is not a board for VRS. But that company is all hype (and IQE is little hype in my opinon and the real deal). Even so one can make a lot of money on hype.

Hype becomes reality when one has contracted future revenue streams which back discounted cash flow valuation of earnings. (i.e its not theoretical earnings its real contracted earnings).

In the case of IQE it is real that we are a mutlipe customer wafer supplier which will see the Cardiff factory full operational and a high level of capacity by 2020. With EPS of? WHo knows 10-20 I hope.

VRS - no contracted reveneu streams (yet) of any high order. There is hope(hype).

But one still could make money on hype up the way to a Billion market cap.

[thecrunk] 28/1/2018 15:48

Yump - VRS certainly has the right characteristics.

I have not checked yet I need to look at the VRS message board. I want to see if there is any poster which posts very long and incredibly insightful topics on that company. If I do find that my conspiracy mind will wake up.....

Conspiracies aside I know this is not a board for VRS. But that company is all hype (and IQE is little hype in my opinon and the real deal). Even so one can make a lot of money on hype.

Hype becomes reality when one has contracted future revenue streams which back discounted cash flow valuation of earnings. (i.e its not theoretical earnings its real contracted earnings).

In the case of IQE it is real that we are a mutlipe customer wafer supplier which will see the Cardiff factory full operational and a high level of capacity by 2020. With EPS of? WHo knows 10-20 I hope.

VRS - no contracted reveneu streams (yet) of any high order. There is hope(hype).

But one still could make money on hype up the way to a Billion market cap.

[thecrunk] 28/1/2018 13:36

hxxp://www.publicnow.com/view/0078E11F6482A13EA1B51089830ECC978315CD40

[thecrunk] 28/1/2018 13:34

hxxp://www.spts.com/tech-insights/mems/plasma-processes-for-vcsels

[thecrunk] 28/1/2018 13:32

hxxps://investomania.co.uk/2018/01/4-volatile-stocks-i-buy-today-interserve-plc-iqe-plc-purplebricks-group-plc-tullow-oil-plc/

[yump] 28/1/2018 12:54

thecrunk

"For your conspiracy. Do you think the same people that chose it have now abamdoned it (leading the price to drop from 180p to 105p over 60 days. Whilst they profited on the way up and the way down."

Well that is how to make money from greed and fear ;-)

Although the BB has been clearly (90% ?) supporting IQE, there have obviously been very significant sellers, who would have needed the price to stay up while they were selling.

Perhaps they are invisible and never posted or had any association with anyone that posted.

I find it all quite interesting.

Especially as there are shares actually growing earnings now at 30-40%, who have never reached a forward p/e of 40+, as IQE has.

I think one of the criteria is that whatever share it is, it needs to be possible to story it into a global leader. There's also got to be enough shares around to be able to buy and sell in quantity.

[meganxmas] 28/1/2018 11:59

Personally believe that both iqe and versarien are both outstanding long term plays. Short term who knows. In the long run time will tell ... Quality and market positioning usually comes through.

[thecrunk] 28/1/2018 11:34

For your conspiracy. Do you think the same people that chose it have now abamdoned it (leading the price to drop from 180p to 105p over 60 days. Whilst they profited on the way up and the way down.

Also now that the same crowd have chosen Versarian to do the same trick in 2018.

If the conspiracy is true Versairan is going to be pumped up to 1 Billion Market cap by year end (four bagger from now).

If I had any cash I would put it into VRS based on conspiracy alone.

(Not that IQE does not have great future).

Lets see if VRS four bags this year.

Wish I had cash to put in. Do I dump my IQE holding and put it in VRS just to test the conspiracy. We will know by the end of this year.

[yump] 28/1/2018 11:19

What I would like to know is who 'chose' IQE when it was 20-30p is and being shorted ?

Because you just don't get a share price rise that IQE has had, effectively out of nowhere, when the forecasts for the next year++ at that time were for 3p and a bit eps.

The nice thing about IQE is that it does have profits that are increasing, as against some of the other 'chosen' shares.

Think that's a conspiracy theory... OK, what are the chances of it not being 'chosen' ? and how do you explain IOF, MONI etc. etc.

imo to paraphrase Liam Neeson - I think these companies are targeted because they have a 'particular set of characteristics'.

[thecrunk] 28/1/2018 10:07

Also interesting is plan to take on paypal. I think Apple Pay will become face recognition in any store at POS. The rest will follow. Will need 3D face recognition at POS. (Probably bigger and better module tham on phone requiring more VCSELs. All good for IQE.

I still believe IQE is at the forefront of producing tech in the next revolution.

2018 H2 we all wish we bought more at 105 (but for the fact I allready put every cent spare into it).

The rest of my portfolio is managed (Baillie Gifford - big skew towards greater China fund).

But 20% in IQE.

No cash!!!

[kirk 6] 28/1/2018 09:51

Still an extremely bullish article in the Sunday times. Would expect that to have a positive impact tomorrow morning that's for sure!