Iqe Share Discussion Threads

[toffeeman] 02/2/2018 16:05

Well the company will have read Mathew Earle's hatchet job and if they don't respond I will be surprised - I will do so over the weekend.

[lurki0] 02/2/2018 15:51

Rumour,innuendo and negative supposition - and as I said this morning delivered via their chums in the media. These characters are so predictable.

[nw99] 02/2/2018 15:45

Shorted Mr Earl usually right

[thecrunk] 02/2/2018 15:39

Simon Kawell thanks for letting us know what you are paying for the tangible NAV.

Whats your value on the intangible NAV?

Net present value of future growth opporunities?

Intellectual property

Patents

Designs

Customer contracts?

All that JAZ?

[the stigologist] 02/2/2018 15:35

Senile lying buffoon Cawkwell used to be a bear worth listening to. Age has caught up with him and his next contribution to society will be pushing up daisies

[poombear] 02/2/2018 15:33

Is this so called dosier available anywhere free?

[poombear] 02/2/2018 15:30

I've seen this all before. We now get an army of paid derampers molesting our senses.

[richardc77] 02/2/2018 15:30

I’d not bother engaging with the right honourable Simon Cawkwell ;)

[hammerd2] 02/2/2018 15:25

Given that there's 6.6p per share in cash sat in the bank with £0 borrowings that sounds, if you will excuse my bluntness, like a right old crock of sh!t.

[simon cawkwell] 02/2/2018 15:19

Gentlemen,

I am paying 5% p.a. to borrow IQE for the short. The capitalisation at 107p is of the order of £850m as against tangible nav of the order of 15p per share.

I suppose the auditors are brushing up their responses for the inevitable enquiry into IQE's accounting practices.

Simon Cawkwell

[toyin] 02/2/2018 14:46

Why is he hypocritical liar? Just asking you obviously know him better.

[miti 1000] 02/2/2018 14:26

'low quality bears ' ...lol, Matthew Earle penned that research . A cast iron long term short for me.

[the stigologist] 02/2/2018 14:23

Here is a link to the so-called Bear dossier

[grity] 02/2/2018 14:13

Our Wafers possibly are getting everywhere

[toyin] 02/2/2018 14:02

Don't know if its been posted but ShadowFall Capital have IQE as a short.

[mad foetus] 02/2/2018 13:07

Lols! Evidence based investing to the fore.

[belo horizonte] 02/2/2018 13:03

This is a good company, without doubt, but still likely overbought. Shorters are like jackals but they are also smart and most often correct. Bide your time and wait for them to slink off.

[hannath] 02/2/2018 12:13

Love to see Apple buy the company with some of their repatriated $250bln cash.
Who knows? .. comments from Tim Cook in the last 24 hours confirms they are always looking out for good businesses. IQE might not be the best at communication but you cant argue with their clever people and products.

[bocase] 02/2/2018 11:27

Chessmaster:

I don't think for a moment that the hedge funds know something we don't. They are just being logical. IQE share price spiked last year like no other and 90% of the time the price that has spiked will regress to the norm (200 day moving average or whatever) so the hedge funds were just playing the odds. The are no different from bookies and many if not all are already in profit so they were right. So are we, however. It is just a matter of time.

Faith and Patience!!

[squire007] 02/2/2018 11:23

There will be a spike sooner or later ..... no rush!
Lets the barstewards squirm.... lol

[chessmaster10] 02/2/2018 11:22

Don't get this at all.

Apart from poor Apple results, what other catalyst could there be for the share price to drop much lower than it is now?

Results are due in March, but we pretty much already know how they will shape up and the forward looking statements are surely more likely to be bullish than bearish.

Its feeling like a coiled spring at the moment. One positive RNS could see this pop 30% from where it is now, IMHO.

There's always the feeling that 'the shorters know something I don't', but I can't see what that could be.

Time will tell, I'm staying in.