Iqe Share Discussion Threads

[sweenoid] 15/5/2018 20:31

T Rowe Price has been IQE’s most loyal investor, they are categorically not investing for anyone else, they literally ‘rescued’; the company when the Fidelity fund manager got spooked many years ago by Qualcomm’s false assertions that they could replace the Compound Semiconductor material in a smartphone front- end with another hybrid solution. It was nonsense at the time and history has proved that it was indeed fiction

The Fidelity guy owning 10% of the stock in issue and without seeking reassurance or even a company explanation dumped 10% of the issued shares.....the share price tumbled and T Rowe Price UNDERSTANDING the opportunity bought the lot...however there were very thin times ahead , but through it all they were supportive of the IQE ....and guess what they are creaming the dividends.

If only every long term growth company that needed to spend a lot on Capex, acquisition and most importantly R+D had such loyal, understanding, knowledgable backers!

They show no sign of relaxing on their investing but rather annoyingly, but totally understandable in THEIR case , do loan out a few! ;-)

S

[bocase] 15/5/2018 16:57

If I am reading the RNS correctly then T. Rowe Price have a stake in IQE worth nearly £100m.I suspect that is more than Dave S. The question is why? Obviously they expect the price to rise but are they expecting IQE to be taken out or are they just in there for organic growth. Either way it is a sincere vote of confidence.

It is a large stake and of course they may be stake building on behalf of a corporate client. In any case it is small beer to T Rowe Price as £100m is only 0.1% of their assets under management.

[aphrodites] 15/5/2018 16:21

From today's RNS it looks like T Rowe Price is picking up all the loose stock which is being offered in the market.

There will be pain sometime for the shorters!!!!!!!!!

[adejuk] 15/5/2018 15:37

shorts are closing, of course. the agm will be a paradigm shift.
but those pesky mm are helping them all the way.
fca? what the f is that?
next year in jerusalem.

[mad foetus] 15/5/2018 15:13

Well, the tweezer top simply indicates a change in momentum, which it did accurately in this case. The failure to follow on Friday's gains indicated that momentum was weakening, which it has. But it doesn't really help with much more than that: it is a very common indicator and doesn't give a particularly strong or reliable longer term signal.

[mad foetus] 15/5/2018 15:07

Funnily enough, all the short term traders sold out at 129, and said this at the time in the trading thread, so perhaps not futile after all.

[doc1975] 15/5/2018 15:02

Predicting the price is futile - end

[rivaldo] 15/5/2018 10:09

Nice - and a mention for IQE:



"OPPO 3D Sensing Solution Announced, Apple (AAPL) Seen Having 3D Sensing in 3 Rear Cameras - Rosenblatt
May 14, 2018 7:55 AM EDT

Rosenblatt analyst Jun Zhang highlights that OPPO announced its 3D sensing solution, while Xiamo and Huawei are targeting a Q4 launch for their own solutions. In addition to facial recognition, OPPO also supports 3D virtual conferencing, he highlights.

Because of this massive adoption of 3D sensing, they continue to be positive on 3D sensing suppliers, including Lumentum (NASDAQ: LITE), Viavi (NASDAQ: VIAV), AMS (AMS.SIX: NR), STMicroelectronics (NYSE: STM), IQE (IQE.LSE: NR), and Win Semiconductors (3105.TWO: NR).

Meanwhile, they believe that Apple (NASDAQ: AAPL) may look to incorporate its 3D sensing solution in a three rear camera module for the next generation iPhone, which would not likely be launched until the second half of 2019. This solution will be positive for Sony, Lumentum, and Viavi. They estimate Apple will produce about 250-300 mln front facing 3D sensing units and about 60-70 mln rear 3D sensing units in CY2019."

[paradores] 15/5/2018 09:39

Top tips grity :o)

[grity] 15/5/2018 08:57

They clearly can’t be using our Wafers
:)or the same vcsels as the X

[suffersnofools] 15/5/2018 08:37

I won't take any trading positions until breakout is confirmed, as I think US markets are set for a pullback this week, NAS, DOW and S&P all failed to take out major resistance levels yesterday and indicators are overbought.

[mad foetus] 15/5/2018 08:29

I do this for a living, much more fun. All in the ISA, I've been adding a few hundred shares a day for a while now, just want to be all in when the levee breaks.

[mad foetus] 15/5/2018 08:12

Bought back, can we cross 110th street today?

[mad foetus] 14/5/2018 22:14

It is good to keep the ramping muscles working. I'm actually a full time investor these days, but it is good to keep in training. I actually sold my traders this afternoon but will no doubt buy them back in the morning.

[hoverflyman] 14/5/2018 22:07

Foetus, you’re doing a sterling job inching the share price higher, keep it up. Indebted, Hf.

[solderflux] 14/5/2018 18:32

James, I have see the trades data extract on iii and can see why you sound worried!I think it is corrupted data by the look of things.

[jamesrowe] 14/5/2018 17:04

Thank you SNF. What I don't understand is that on iii I can see over 70 million in total share volume traded between 16:30 and 16:36. Are these trades somehow all part of the 882K uncrossing trade? I have seen a single large uncrossing trade appearing on there before but I don't remember seeing a large number of very large trades shown like this?? I assume that it is somehow part of the final auction and that they are not real trades??