Iqe Share Discussion Threads

[john09] 29/1/2018 10:40

So what was the spike about this morning. A 20% spike is not to be scoffed at! Shame I missed it

[sheep_herder] 29/1/2018 10:38

hammerd2, you missed who I was suggesting make the modems. I just decided that if you can't beat 'em, join 'em. ;-)

The only reason I don't have MF filtered is for comedy value.

[bookbroker] 29/1/2018 10:34

MW had about 4.25% short, so cronk, which one are you on the share register of this company!

[bookbroker] 29/1/2018 10:31

The cronk - so you got about £16mln in this, you clearly have more money than sense!

[thecrunk] 29/1/2018 10:30

[...]

hxxp://ams.com/eng/Investor/Financial-News/Ad-hoc/Monday-29-January-2018

[hammerd2] 29/1/2018 10:28

Sheep yes of course they do but that doesn't change because QCOM got fined for bribing Apple to use their modems does it ? I'm just not seeing QCOM's fine as an IQE boost is all. I'm missing the connection. QCOM - and others - will hopefully using IQE product for 5G modems regardless of the fine.

And more to the point this morning's million share purchase and price blip had nothing to do with it.

[wossupsa] 29/1/2018 10:20

One of the leading light posters is talking this down now (in a nice sort of way)? Something very suspicious about today's price action, let's see where it finishes?

[rogerrail] 29/1/2018 10:14

Unusual for a company this size with perhaps around 200+ employees in the UK (out of their 550 total) to be advertising for a "recruitment specialist", but understandable if you consider the growth plan they are about to go through.

For those of a nervous disposition it is worth mentioning that Apple will have secured their supply arrangements well in advance and for a number of years to come (which partly explains their $390m investment in Finisar). You can imagine if they did not then Samsung or any of the Chinese competitors could pull the rug from under their feet just by buying up the wafer supply which would would be peanuts in the scheme of things. Hence the likes of Lumentum and Finisar would have tied up a minimum level of IQE capacity through a product supply agreement and I have no doubt it is the terms of that capacity plan that convinced ii's to stump up £1.40/share.

Should be no surprise therefore that IQE directors are not panicking like chickens with a fox in the coup when the share price takes a dive due to agressive shorting and issuing RNS's to counter the situation. No surprise also because the last time it happened in 2013 it resulted in an overly surpressed share price from which the directors and many long term holders have benefited greatly.

[mad foetus] 29/1/2018 10:13

That is the sort of detail I would like in any RNS. Proper detail and forecasts.

[arcadian] 29/1/2018 10:04

H2

The fine was a celebration of deviancy such that if there is value others will try to gain it for themselves.

Look at the bids in the small pharma sector where small firms never seem to see the full fruition of their research efforts. Today ABLYNX fell to Sanofi.

[sheep_herder] 29/1/2018 10:00

hammerd2, what do you mean it's not relevant to IQE? IQE makes 5G modems right?

[dr_smith] 29/1/2018 09:59

nahoon - if my google finance data feed is correctly transposed by my spreadsheet - IQE is at 87% of average volume, other shares I watch are in range 3 to 47% (gfrd), so yes, high.

[nahoon] 29/1/2018 09:44

Isn't this unusually high volume for this time of the morning?

[squire007] 29/1/2018 09:37

Bet your last quid one of the shorts is out now ... but they never declare on time do they !!!!! Barstewards.

[hammerd2] 29/1/2018 09:36

MF - the relevance was that I didn't see how QCOM getting a fine for bribing Apple to use their chips has anything to do with IQE and I was checking to see if I had missed something. Which it turns out I hadn't. IQE's place in RF components is well known and is expected to grow as new technologies come to market, but that has little or nothing to do with the QCOM case as IQE materials will, presumably, be used by many if not most of the potential suppliers to the market in the future. Nor, for that matter, do I see failures to tie in exclusivity deals as a positive for IQE given their existing strength in certain areas.

Today's temporary (although hopefully not one off) 20p pop up was surely far more to do with the huge falls that preceded it and perceived increase in "value" now compared to when the price was 175p. Expect volatility for the next 6-7 weeks at least, longer if the results don't come with some extremely positive (certainly far more definite than we are accustomed to) guidance and updates on the Newport site.

[mad foetus] 29/1/2018 09:21

Hammerd I'm not sure what the relevance of your post is? Qualcomm got a big fine. Many chipmakers were marked up in response, because it casts a light on how lucrative making chips is and on the bigger game of who will be the big players in the AI market and will the fine broaden the field of potential suppliers to that market? It also suggests that any attempt to tie suppliers in or to negotiate exclusivity from a position of strength may become more risky, which should be a positive for IQE.

[arcadian] 29/1/2018 09:21

Someone above reminded us of The First Rule of Wall Street and I recently posted the large fine that The EU levied on Qualcomm for paying Apple not to buy from anyone else.

Is it conceivable that a deal could be struck whereby one outfit shorts heavily to reduce the share price for another party to gain a purchase at a much lower price? This would be a win -win for both parties and the gain in value more than enough to cover any small losses on the way. Stranger this have happened and we may never know.

The City is not there for our benefit. I still believe that there is long term value here. It`s just that now I fear that others are working hard on this idea too.

[hammerd2] 29/1/2018 09:11

Sorry, at what point are you thinking QCOM and Intel are making applications processors from CS material ? Or have I misunderstood or just missed the QCOM news ? I thought they got fined by the EU for paying Apple to use their modems.

I have to say I was rather amused earlier to read that hedge fund managers apparently roll into work AFTER the markets have opened :-))

[thecrunk] 29/1/2018 09:05

I have more of my net worth in IQE than Marshall Wace Fund Managers have of theirs bet against IQE I can assure you.

All please understand that the ebbs and flows of money into and out of IQE stock are also largley correlated with NASDAQ tech index. There is US money in here.

US was down sentiment on apple component suppliers. That sentiment is changing and on thursday may completley reverse.

Marshall Wace can be caught on the wrong side and misread that situation.

They are betting on poor apple results. Bad bet you will see.

[mad foetus] 29/1/2018 09:04

Book broker,I think the idea of sorter panicking is daft, they are in the box seat. But, this is not a Globo, Quindell or Carillion. Nobody doubts that IQE are a profitable, growing and sustainable company. The shorters bet is that the price has got ahead of itself, But they are not holding until the company falls insolvent. They will have a target price to start getting out, just as longs will have a price at which they start taking profits. And you can't buy millions of shares without moving the price. So I think they will be considering how to lower their exposure. That may be what is happening today, although I think the Qualcomm news is the more likely driver.

[american idiot] 29/1/2018 09:03

Shareprice coming back up now.

Definately some reason for todays rise even if we don't know what.

IQE must be a takeoever target at some point.

[edjge2] 29/1/2018 08:59

Looks like shorts full on again after 120p start. Many waiting on sub 100p. Without news that I think is where ultimately headed. Will make some ISA space if so. A change from metals/oil

[bookbroker] 29/1/2018 08:58

You seem to believe the shorts are panicking, I doubt it somehow, Marshall Wace et al have been in this this business for a long time, this is not a game to them, they are backing their belief with millions of pounds, more than can be said for posters here!

[fuji99] 29/1/2018 08:54

Shorts progressively closing ?