Iqe Share Discussion Threads

[mad foetus] 01/5/2018 21:56

They sold 52m phones and X was top seller every week so must have sold 20-25m units. Chris Meadows said the sensor would cost $20-30 per phone. How much of that would IQE get, as even $1 per phone would cover our photonics revenue. I would value the thoughts of better minds than mine

[thecrunk] 01/5/2018 21:46

Best first quater earnings in company history.

Shorts will be putting their diapers on for tomorrow.

[sabzahmed] 01/5/2018 21:38

https://twitter.com/cnbc/status/991414731914309632?s=21 .Apple could be winding down or stopping production of the iPhone X, based on earnings reports from linked companies.

[mad foetus] 01/5/2018 21:38

All good, IPhoneX top seller every week of the quarter and Tim Cook telling Bloomberg it is their flagship and has technology to underpin the next decade.

[momentum1] 01/5/2018 21:16

Lovely jubly. This has dropped after rumours of slow growth for Apple this quarter but just look at those results. 120-130 over the coming 3 days. Steady as she goes :-)

[grity] 01/5/2018 21:04

Macom , skyworks , Qorvo & lumentum all up almost 5%
Dare I say looking good :D

[zapa] 01/5/2018 19:30

Chimp Paradox....brilliant book.

Sapians is another excellent read although not a self-help book.

[belt n braces] 01/5/2018 18:18

I like adejuk’s post regarding fear being hard wired. I think I read earlier that adejuk is a medical man, and will know better than most on here how the mind works.

One of the best self-help books that I have read (written by a Doc) is the Chimp Paradox. In my view, helped me previously in business and also now in investing.

[thecrunk] 01/5/2018 17:17

Lumentum up nicely

Will be glued to the apple cc later.

Tim Cook please do good.

[thecrunk] 01/5/2018 17:15

Lumentum up nicely

Will be glued to the apple cc later.

Tim Cook please do good.

[thecrunk] 01/5/2018 17:08

One shorter dropped below the threshold reported shorts down

[mad foetus] 01/5/2018 16:45

Marshall wace took a reaming yesterday on their SBRY short. Just in case anyone thinks shorters are big and clever.

[adejuk] 01/5/2018 16:32

so is fear
the human race could not have survived without it
anxiety is hard wired
one of its functions is to evoke a self-preserving response to other's greed
:-)

[borg45] 01/5/2018 16:29

Greed is good !!!!!

[adejuk] 01/5/2018 16:25

mf
even mushrooms need watering occasionally

[mad foetus] 01/5/2018 16:22

LITE up in the US, looks like this is down on fear. I think it will rise on greed, tomorrow.

[jamesrowe] 01/5/2018 15:42

Thank you SH. Although the difference is plainly clear I mixed total revenue and photonics revenue when thinking about it. :-(

[sheep_herder] 01/5/2018 15:23

A 60% increase in photonics is only c.£28m which is more than covered by the current order book.

[jamesrowe] 01/5/2018 15:20

I think that we previously knew this but it is still worth highlighting as it presumably makes it expensive for customers to switch suppliers: "every epitaxial tool has to be individually qualified in order to be released for production in any supply chain."

[thecrunk] 01/5/2018 15:19

JamesRowe - Ramp up starts H2 2018 - H1 2019.

One should see more machines ordered the second half of the year.

There is a reason for the temporary slowdown (and delayed Ramp up).

Its non IQE related but to do with I Phone X being too expensive. They need to introduce the cheaper I phone (with 3D sending) in September 2018, then the ramp up for IQE becomes very large.

[jamesrowe] 01/5/2018 15:12

From the report: "The photonics business is expected to grow at a rate of 35%-60% in the near term based on products currently in production. The introduction of new technologies provide potential for higher growth rates". How do we square this statement with the announced numbers of reactors on order and the lead time for new reactor orders??? Am I missing something?

Edit: "The first 5 tools are now in-situ and on track for production in H2 2018, a further 5 tools are scheduled for delivery in Q3. Preparation is underway to call off a further 10 tools within the next 12-18 months." and "The lead time to get new tools into production is approximately 9-12 months, from which time a fully utilised tool making VCSELs has a payback of c. 1 year." so no hints of any more orders that we didn't know about.

[thecrunk] 01/5/2018 14:55

Belt n braces bought this company because of its net asset value? Is this a liquidation play you are into B n B?

[suffersnofools] 01/5/2018 14:26

I'm tingling with anticipation BnB! A bookkeeper of your cabibre.