Iqe Share Discussion Threads

[mad foetus] 05/5/2018 06:28

If you want to start making longer term market predictions I suggest you watch Ciovacco's webcast this week. Technically, this looks very much like 1995/1997 and there is absolutely no sign of the markets rolling over. I am gradually coming around to a much more bullish view of the next few years and think IQE will be a major beneficiary. I think the most likely playout is SPX to 3,500 without a major correction and IQE to £5/6, all within 2/3 years. The Apple repatriation of monies will give a big liquidity boost to US as well, and the SPX chart is, and has been above the midpoint of the bolly bands on the monthlies for a couple of years with no sign of that changing. As Livermore said, the way to get rich is (sometimes) to buy the right stocks and then do nothing.

[suffersnofools] 05/5/2018 05:44

So we got the follow through buying from Thursday's big intraday reversal on the Nasdaq, which has led to a nice breakout of the flag on the 4hr chart - a bullish continuation pattern.

Maybe a little pull back early next week, but looks like positive sentiment for the tech sector. I think this will be the last leg up before the markets roll over in the summer - so make hay while the sun shines.

[picobird] 05/5/2018 05:28

thanks for that ’grity’ it was a good read

[grity] 05/5/2018 01:44

It’s getting a bit like dog eat dog , AMS want the whole pie to themselves, trying to out lumentum. But can the really do without us ? Ime not that techno maybe others may know better.


Dai expects Ams will increasingly sell more and more parts of the technology, pushing aside Lumentum and others in the iPhone and in phones running Google’s Android software.

Everke seems to think so too. Ams, he tells me, has deep knowledge not only of the individual element, the optical path, but also what Lumentum and other suppliers are providing, because Ams now has comparable parts. It also has system software to make possible the various functions of all these optical components. He expects the totalit

[potential] 04/5/2018 22:39

The signing was the first such investment since the £1.2bn CCR City Deal programme was formally signed on March 1, 2017.Since the signing, IQE has experienced considerable growth and has started recruiting for more than 50 roles at the Newport site, signifying the positive growth of the compound semiconductor cluster in the region.An exciting 10 weeks ahead !!!

[potential] 04/5/2018 22:34

Well said sweenoid!!!

[sweenoid] 04/5/2018 21:55

“There is no doubt that LIDAR technology will be a major adopter of VCSELs but will IQE be involved in the technology pipeline? One can only hope.”

Well that’s a bit like asking about the construction of a house - will it need foundations, bricks ,cement, concrete etc

I’m not hoping! I know, LIDAR has only been restricted by its cost, volume production of VCSELS sorts that issue out , who does that and does it the best?

;-)
S

[pi0110] 04/5/2018 20:42

There is no doubt that LIDAR technology will be a major adopter of VCSELs but will IQE be involved in the technology pipeline? One can only hope. Interesting article naming some of the OEMs that are already involved in the technology here:



Extract:

"In 2016, when BMW said it would deliver fully self-driving cars, as part of a ride-hailing service, by 2021, it seemed to have plenty of time. But now it has just three years left; in an industry where developing a new car can take seven years, it’s a good thing the automaker has gotten around to picking its lidar supplier.

Today, BMW struck a deal with industry supplier Magna, and Magna’s partner Innoviz, to provide the lidar laser scanners for its self-driving cars. The companies provided scant details on the deal, so it’s not clear how BMW plans to use the sensor, but you can expect to see it in the German giant’s full-on robo-cars, as well as in the semi-autonomous features it’s developing to compete with systems like Tesla’s Autopilot and Cadillac’s Super Cruise.

This announcement underlines the importance of lidar in this space, and adds to a growing list of automaker-lasermaker couplings. General Motors bought a lidar startup called Strobe. Argo AI, which is making an autonomous system for Ford, scooped up Princeton Lightwave. Toyota has signed on with Luminar, run by 23-year-old photonics whiz Austin Russell. And Velodyne, the first company to make lidar for robo-cars, is still a major player, putting out 10,000 units a year. Google’s sister company Waymo has poured years and millions of dollars into developing its own proprietary system.
LEARN MORE
The WIRED Guide to Self-Driving Cars

All lidar systems read the world around them by shooting out pulses of light and measuring how long they take to bounce back after hitting nearby objects. They all aim for a range of at least 200 meters, far enough for a car to spot an obstacle and hit the brakes, even at highway speeds. That’s about it for similarities. Some move those lasers around by spinning, others use no moving parts at all. The number of lasers ranges from one, to four, to 128. Some say their units cost less than $1,000, other units approach six figures."

[thecrunk] 04/5/2018 17:27

Colltrane increasing short exposure yesterday.

Probably trying to containe rise. 0.26%

[adejuk] 04/5/2018 16:52

i have been to a few agm without registering - never turned away

[gingercat1] 04/5/2018 16:36

Re: AGM...Forgot to say that if you are not on share register because your shares are in nominee account just request a letter from your broker.

[pi0110] 04/5/2018 16:19

Link to AGM & site visit is here:

[gingercat1] 04/5/2018 15:43

AGM and site visit, if you would like to attend navigate IQE website to AGM tab....this will give option to register interest in attending AGM and a site visit.

[thereptile] 04/5/2018 15:03

I hope they read that in Haight-Ashbury

[thecrunk] 04/5/2018 14:05

Some real news thank you Wales argus

[grity] 04/5/2018 13:52

conductor related activities, including IQE, where we expect to rapidly expand our production capacity to meet increasing demand for our technology

[johntaylor247] 04/5/2018 13:43

From local newspaper website
hxxp://www.southwalesargus.co.uk/news/16205609.Production_at_new_compound_semiconductor_foundry_set_to_start_in_July/

[suffersnofools] 04/5/2018 12:26

Nah, haven't you watched Capricorn One?

[darkdogs] 04/5/2018 12:03

what? we've really been to the moon

[mad foetus] 04/5/2018 12:02

Not sure if I mentioned, MW had a very large short position in Sainsbury's.

[flashmob] 04/5/2018 12:00

Shorter reducing position today, probably MW

[nortisop] 04/5/2018 11:21

Re. mirror on Moon - it's an array of corner reflectors which reflect light precisely from whence it came whatever the angle of incidence and the beam does spread. There are actually 4 of them.

[mad foetus] 04/5/2018 11:04

Looking very good at the moment. I said at the time that 102 was the bottom. It was the lower trendline and IQE bounced off it three times. We are now well above the bottom of the descending wedge. Looking like a busted H&S, and a run up to the 140s again, and what's more, anyone can see it.

[nickwild] 04/5/2018 11:03

Vote of confidence in APPLE from W Buffett

[belt n braces] 04/5/2018 10:42

Hope sweenoid gets the price up as I wait.