Iqe Share Discussion Threads

[thecrunk] 26/4/2018 13:05

VERY IMPORTANT

Read this. Weak I Phone X sales. Its usual fake news.

hxxps://appleinsider.com/articles/18/04/26/bloomberg-butchers-samsung-oled-statements-to-portray-iphone-x-as-weak

[thecrunk] 26/4/2018 12:52

No I am hoping 100 is solid. If it breaks I will just go to Barcelona for two weeks, drink and look at nice senhoritas, come back and hopefully see 120p.spare myself the agnony.

But for now we ok so far.

The annoying thing is things have never been more on track for IQE than they are now. Everything pretty rosy in my view. Except for the dam share price.

[picobird] 26/4/2018 12:49

Looks like a big buy went through, buyers prepared for this.

Sp on the up

(Wonder whether that buy was a shorter closing ?)

perhaps it was someone who picked up on the investor show methods ?

looks like we have a new flush of savvy holders or institution building

[squire007] 26/4/2018 12:30

I just keep buying them ....... lol
Shorters will move out very soon, so use them ... ;-)

[adejuk] 26/4/2018 12:29

crunk
preparing for the pain?

[picobird] 26/4/2018 12:24

Will have to call in ‘Dads Army’ then

‘they don’t like it up em’

[thecrunk] 26/4/2018 12:17

I expect at some point in the next 14 days another Shadwofall type attack.

No basis/reason just a hunch.

[momentum1] 26/4/2018 11:37

Fabulous results tick tock

[adejuk] 26/4/2018 11:35

their forward order book is bulging
holding it is as difficult as holding iqe although the swings are not as violent

[adejuk] 26/4/2018 11:35

excellent results from aixtron and the share price has tanked by 15%
you can't make it up.

[picobird] 26/4/2018 10:01

iPhone X2 to feature new chip upgrade from A11 to A12





& a bit of video to show why APPL need a more powerful chip

What can a 3D sensing smartphone do?



& for those who missed it

3D depth sensing & VCSEL technology surges: Key takeaways from SEMI Member Forum

[squire007] 26/4/2018 09:32

Latest Brokers Coverage
City Group BUY Target 195
Camaccord BUY Target 190
Peel Hunt BUY Target 188
N1 Singer BUY Target 181
Barclays OVERWEIGHT Target 210

[richardc77] 26/4/2018 09:31

jch18, yes sentiment is poor, but I believe that there is little chance that this will fall into the 80s. I would be happy (even though I have a largish holding) for it to fall to the 80s (because my outlook is mid term) and would buy heavily at that level.

Sub £1 possible but I think it is close to a bottom now UNLESS IQE dissapoint at the next earnings. However as Sweeny has mentioned already IQE have cautiously timed their new machines to come on stream in the 3rd QTR, not earlier which is just when the industry production ramp is needed (as detailed by the earnings reports from various companies this past week)

IQE’ conservative nature in this instance should protect us from further downward pressure.

[jch18] 26/4/2018 09:21

The share is in a bear market. Sadly until market sentiment changes IQE is only heading in one direction. Potentially a great company will watch and wait for the turn. Only wish I had some idea of how far this will drop.I have been a holder for many years, sold when the shenanigans really got under way - having seen before did the prudent thing. Look forward to being a holder again. GLA

[thecrunk] 26/4/2018 08:52

hxxps://investomania.co.uk/2018/04/time-to-buy-boohoo-com-plc-royal-mail-plc-iqe-plc-and-barratt-developments-plc/

[bocase] 26/4/2018 08:12

Post 16641:

shorts increasing
this is going only one way with without news and given the sentiment towards tech
still waiting to get my remaining 30k at 80p

Post 16643:

Shorts closing quickly. Remember they have shorted this down from circa 130 so a very tidy profit of 22% on a couple of million quid. They will now go long.let the trend be your friend two big blue days ahead

You pays your money and takes your choice. Momentum1, I hope you are right.

[thecrunk] 26/4/2018 08:09

Does anyone in the industry know what the IQE house broker would think about such frequent 25% swings in share price (over say a 6 month period).

Or they don't really care.

Are they sitting there saying this makes my job really easy or really hard.

I have my fingers crossed 100p holds today.

[momentum1] 26/4/2018 08:06

Shorts closing quickly. Remember they have shorted this down from circa 130 so a very tidy profit of 22% on a couple of million quid. They will now go long.let the trend be your friend two big blue days ahead

[thecrunk] 26/4/2018 07:40

Copied from old brown owl on ii. I agree with him:

FACTSHEET ( Sourced from Smart Investor)
Forecast for year ending
Dec 18 Profit £29.34 EPS 3.83 P/E 26.3
Dec 19 Profit £40.84 EPS 5.4 P/E 18.9
IMHO sitting at the low end.

Latest Brokers Coverage
City Group BUY Target 195
Camaccord BUY Target 190
Peel Hunt BUY Target 188
N1 Singer BUY Target 181
Barclays OVERWEIGHT Target 210

Strong recovery in share price inevitable

[adejuk] 26/4/2018 07:13

shorts increasing
this is going only one way with without news and given the sentiment towards tech
still waiting to get my remaining 30k at 80p

[adejuk] 26/4/2018 06:56

samsung results vg

[bocase] 26/4/2018 06:02

Very good Regus. Maybe today's the day IQE will climb up the charts

[regasclockwork] 26/4/2018 00:15

Maybe the Beatles song 'Help!' is more appropriate at the moment?

Help! I need somebody
Help! Not just anybody
Help! You know I need some BUNG
Help!

When I was RICHER so much RICHER than today
I never needed anybody's CASH in any way
But now these days are gone
and I'm not so DOSH assured
Now I find I've changed my mind, I've opened up my drawers

Help me if you can, I'm feeling down
And I do appreciate you being 'round
Help me get my CASH back on the ground
Won't you please, please help me?

That's the 'Johnny Cash' version.

[diplomat65] 25/4/2018 22:28

hTTps://www.fca.org.uk/publication/data/short-positions-daily-update.xls