Iqe Share Discussion Threads

[sheep_herder] 30/4/2018 16:41

lol Toffeeman,

"I happen to be a portfolio manager for a fairly Large Investment Bank and was a top rated analyst in my youth.", thecrunk, 28th Oct 2017

Perhaps old age has set in and dementia has taken hold.

[thecrunk] 30/4/2018 16:40

I said I am in private equity. We don't deal with RNS.

[toffeeman] 30/4/2018 16:39

It is a required RNS ALL companies are required so to do - I would have thought that an experienced investor such as your Crunkness would have see them multiple times.

[thecrunk] 30/4/2018 16:35

Why issue such an RNS? Whats the point is it required for some reason.

[adejuk] 30/4/2018 16:27

not the rns i wanted.
at least they're alive.

[thecrunk] 30/4/2018 15:22

A mention:

hxxps://investomania.co.uk/2018/04/are-these-share-prices-the-best-buys-of-the-year-rbs-easyjet-sse-and-iqe/

[thecrunk] 30/4/2018 15:00

Well Apple, lumentum, Himax up today.

SP - yes apple will trade in range. Its comment RE sales that could cause breakout (up or down for IQE)

[suffersnofools] 30/4/2018 14:04

I doubt it will be either - it will just be more trading in a range until a primary trend direction reasserts itself.

[thecrunk] 30/4/2018 13:56

Suffer no fools I tend to agree with you on the apple relief rally.

The fact that share price has dropped into results is good indicator that its not going to drop further after but rise.

However this may be a six sigma event.

Huge binomial bet for IQE holders this Wednesday.

I am pot committed.

Wednesday could be champagne or doldrums.

I think we may be lucky though.

[suffersnofools] 30/4/2018 13:42

In previous quarters when Apple has been expected to disappoint the sell-off happens prior to results and it then has a strong relief rally post results based on forward guidance. It's already done the first part............

[adejuk] 30/4/2018 13:37

shorter with finger on trigger waiting for apple?
buyers doing the same?

[adejuk] 30/4/2018 12:43

aixa now off 30% in a month

[squire007] 30/4/2018 12:40

Was expecting news today, so wait a little longer ... ;-)

[rathean] 30/4/2018 12:07

Interesting that US chip makers are getting broker upgrades, consolidation seen in the market and not related to phones but with driverless cars, IoT, smart systems, domestic appliances etc.Is IQE big enough to be noticed by aggressive US corps?

[steptoes yard] 30/4/2018 11:42

Some good points there SufferNo. We need maximum pain in the bull camp with bearish assertions so we can load up when the time comes.

[suffersnofools] 30/4/2018 11:06

O/T

doc1975 - It's the complacency towards the risk side of the investment equation that tells me the inflection point is near. Even the staunchest bears have had the stuffing knocked out of them by the never-ending bull market in every asset class. There is a whole generation of investors who have never had to deal with a proper bear market, the kind where the down days are relentless selling, with little or no bounce to sell into, week after week. Or what negative equity does to the property market! I keep being told that property is a one-way bet. I've now sold all my buy to lets in London as the yields are pathetic compared to the capital gains. The argument goes that there is a 'lack of housing', well yes that's true, but that hasn't helped the Japanese property market take 20 years to recover from their housing crash and they have the same lack of housing and population density. The UK housing market is driven by speculation and fueled from the top-down by overseas investment in London. Prices in many NW postcodes have already dropped 30% in the last year, and what happens in London always ripples outwards. In an inflationary environment with rising interest rates, why would I risk money in equities and property when I can have it in cash and get a safe return? The one area I am bullish on is crypto, which is scoffed at by many, but I'm already well ahead there. Plus as an algo trader I'm short of the indices.

With regards IQE, I think it's a long term winner for reasons that have already been covered here ad nauseum, and will add on weakness. Although it owes me nothing as I was here WAY too early ;)

[adejuk] 30/4/2018 10:23

this is worth reposting imo

thecrunk29 Apr '18 - 11:12 - 16755 of 16770
0 0 0
Some context:

hxxps://www.macworld.com/article/3269489/ios/panic-attack-scapegoating-the-iphone-x.ht

[mad foetus] 30/4/2018 10:17

Apple affect sentiment far more than they do the underlying business of IQE. If the board have their wits about them, a Wednesday morning update would be a very good idea. They have to learn to command the narrative.

[rathean] 30/4/2018 10:14

You're far more eloquent than me chessmaster :)

[chessmaster10] 30/4/2018 10:12

Rathean beat me to it, sorry for the repetition :)

[chessmaster10] 30/4/2018 10:11

Seems to me that the Apple quarterly results could be the deciding factor in how the share price moves in the short term.

It seems pretty stuck at 102p / 103p. The apple Q2 2018 results due out tomorrow after CoB could be the catalyst for the next significant move...

[rathean] 30/4/2018 10:03

Apple announces sales tomorrow evening... binary bet for IQE share price but expectations are for disappointing X sales.

[doc1975] 30/4/2018 09:02

Suffernofools - I have thought the same for years. How can prices continue to go higher with these debt levels. But each year they continue to rise. So if you are right about an inflationary devaluation of real debt levels then I wouldn’t be thinking Dow 12,000 and houses much cheaper. In real terms yes, in nominal terms no. Take a look at the Venezuelan stock market for what happens to assets in local currency terms. That’s why I think it’s very risky to bet on nominal values and prices. Would anyone bet against further monetary stimulus if there was a huge crash. QE was needed as the huge decline in money supply from retail banks would have led to a major depression.

How would iQE do in an inflationary environment? Not sure, depends on how high the inflation is and you could argue that more investment in productivity happens when workers cost too much. Could be good for IQE where technology led solutions are used to offset higher input costs. Hope so anyway!

[sspurt] 30/4/2018 08:51

Hope IQE are involved here