Iqe Share Discussion Threads

[pi0110] 22/5/2018 21:09

adejuk says...

"pi0110
i cannot take seriously someone who claims your holding and still calls an 'argument' an 'arguement'."

You really are a shallow individual but then again it's no surprise when you consider the depth of your last few posts...

"W2 descending"

"and he was on the edge of every drama - that's his thing"

"he'd better be wearing that bloody ring :-)"

"pangolum?"

"thx rc
am well into my 70's
i had a two yr horizon for iqe and there's only a year left"

"a little less research and more rns with £ required"

Seriously, you must have the investment industry at your beck and call with such wisdom and profound comments?
Ah but you can spot a spelling mistake! Good boy, here's a bonio... catch

[maxwellsdemon] 22/5/2018 21:02

AR Is Real and Apple (AAPL) Will Be a Beneficiary, Says Tech Guru Gene Munster

...........That said, we believe AR is real and Apple will be a beneficiary. We expect Apple’s AR theme to play out in three phases. First, this fall we expect 2 to 3 new iPhones to join iPhone X with advanced optics for AR (VCSEL arrays). .....

I would expect that an AR "world facing" 3d camera will be based on Time of Flight (ToF) technology

[mad foetus] 22/5/2018 19:33

Is the MOCVD news not relevant? I can't remember what's what!

[adejuk] 22/5/2018 18:45

pi0110
i cannot take seriously someone who claims your holding and still calls an 'argument' an 'arguement'.

[sweenoid] 22/5/2018 18:14

MF
Lumentum share price rise is all about the USA/China ‘trade wars’ and in particular the ZTE ban which has been reversed and now possibly not reversed -Trumps tweet world is insane!

Tufn - I completely welcome your comments. I can’t think of any technology scenario when there is ONE single solution to a problem or just 1 supplier to a market ( ARM excepted), I don’t think I have ever suggested otherwise?

There are 3 solutions for basestations-LDMOS the incumbent has had its day and can’t cope, then there is GAN on either Silicon or silicon carbide. IQE supplies the 1st to one partner Macom and Macom are the ONLY supplier directly or indirectly via STMicro because of their patent portfolio. There are numerous vendors for SiCarbide, I guess Qorvo and Infineon are the key players. The market is HUGE , THERE ARE ADVANTAGES AND DISADVANTAGES of each, Macom are obviously biased, that their solution is the best and state this


But they would do wouldn’t they ;-)

And


Again they would say that!

Let’s see how this plays out, my money is on the IQE’d solution achieving a very meaningful revenue generation, in this market,Macom have started supply so we will soon enough know.

I see Macom are showcasing it again soon



As far as comparing how a company is doing by looking at its share price , I think that’s fanciful,it would be magical to think that if a company is performing well, it would be reflected entirely in its SP, but certain factors like shorting, malicious false-news stories etc etc have an effect, also in any sane world, how can the mad gyrations on a DAILY BASIS be sensible? For Macom,if you take a snapshot picture, the bottom fell out of Macom’s share price when it informed the market like every other single vendor in that market, when China simply stopped overnight the upgrade from 2.5 to 10G PON ETC.inthe USA quarterly reporting means no guidance is given further than a few months ahead and simply no one looks beyond- ghastly.

I BET MY OWN MONEY, others do the same, but looking at bb’s very few PI’s seem to do anything like the due diligence they should do, or understand what they are investing in, I try and make my posts informative BUT I certainly ain’t got the time or inclination to present a clearly ‘balanced’ view ;-)know what I mean.my posts are also long enough already, without talking up every single alternative competitor, that’s why posters like you are useful....keeping the balance ;-)

S

[mad foetus] 22/5/2018 16:24

Is the LITE news anything to do with us? I've been out of the loop recently.

[thereptile] 22/5/2018 16:13

Apologies. I thought you were referring to Iqe

Which has dropped by almost 50 % at some point

And agreed it’s time for this to start motoring if things are as good as we are told

[tufn] 22/5/2018 15:42

@ the reptile.. Macom's share price has dropped to approximately 1/3 of its value from 1 year ago.

I am a shareholder in IQE and just like the majority of you, would like to see the price go north. As an investor, I like to look at the facts and not rely on bullish statements that exude wishful confirmation bias.

[paradores] 22/5/2018 15:21

How would 500,000 (sq ft) of reasons, in defence of IQE stack up I wonder..? ;o)

[regasclockwork] 22/5/2018 15:14

You get a thumb up from me pi011022 May '18 - 14:51 - 17298 of 17298.

I was going to post something along your lines in defence of tufn, but you beat me to it.

As for filtering tufn after his/her first post on ADVFN, you've got to start somewhere. I see no point in that as he/she might be talking sense. No good asking me - could be a job for 'The Sweeney'? He who must be obeyed?

I've also given tufn a thumb up as I have 'the power' to change my mind if necessary.

Meanwhile, innocent until proved guilty!

[pi0110] 22/5/2018 14:51

Spurs/Solder

Instead of deriding Tufn comments, perhaps you would show him your wisdom and discuss how he might be wrong aboutwhat he has stated? Burying your head in the ground when an alternative arguement is made against a share that you hold will help you become poorer in investment.

PS I hold a number well into 6 figures and I am still not sure what the answer is to Tufn's comment

[thereptile] 22/5/2018 14:47

2/3 of 180 = 120. I don’t recall it dropping to 60 p

[paradores] 22/5/2018 14:33

Looks like £1.30 will be tested again today.

[solderflux] 22/5/2018 14:26

@tufn. You sound bit stressed mate, I wonder why? Sainburys. Ocado, and now potentially IQE. Oh dear...

[spursspurs] 22/5/2018 14:26

tufn, so you have set yourself up on here today and the above are your 1st 2 posts all be it 1 is repeated :) filtered!

[tufn] 22/5/2018 13:50

@sweenoid.. Gan-Si is not the only technology for basestation.. GaN-SiC has achieved widespread adaptation as it has higher performance and better thermal conductivity, which more than negates the slight cost advantage of GaN-Si. There are many big players already supplying GaN-SiC for 4G infrastructure and will continue for 5G. I am not saying that GaN-Si will not play some sort of role in 5G infrastructure, but the PR of one company pushing this "revolutionary technology" (whose share price has fallen by almost 2/3 in less than a year) is certainly not a compelling argument to invest in IQE.

[tufn] 22/5/2018 13:49

@sweenoid.. Gan-Si is not the only technology for basestation.. GaN-SiC has achieved widespread adaptation as it has higher performance and better thermal conductivity, which more than negates the slight cost advantage of GaN-Si. There are many big players already supplying GaN-SiC for 4G infrastructure and will continue for 5G. I am not saying that GaN-Si will not play some sort of role in 5G infrastructure, but the PR of one company pushing this "revolutionary technology" (whose share price has fallen by almost 2/3 in less than a year) is certainly not a compelling argument to invest in IQE.

[paradores] 22/5/2018 13:22

That's a nice looking 'wedge' forming on the chart - notwithstanding the Big Dubell-yuh! ;o)

[sweenoid] 22/5/2018 13:13

Compound semiconductor materials are 100% essential for ALL components in a 5G world, kicking off with the infrastructure that allows it to transmit data using GAN on Silicon RF basestations to the new technology that WILL be necessary in the 5G smartphones themselves. IQE and it’s portfolio of existing and new ‘materials’ are in such a sweet spot here it's unbelievable.Management just need to execute.

If you don’t understand the potential of IQE’s single cell Aluminium nitride to totally disrupt the front end technology , go take a read in the interim report.Just by capturing a meaningful presence in the filter ( we just supply the PA- power amplifier at present) would TRIPLE our wireless revenues, if our IP enables a single chip front end, then the present share price is a laughing stock. The clues are there.IQE said this at finals

The fastest growing segment of the wireless chip market over the past few years has been for high performance filters. Although the primary materials technology for filters (aluminium nitride, or AlN) is made from compound semiconductor elements, the wafers have been fabricated using a less sophisticated process called sputtering, reflecting that producing a more sophisticated single crystal epitaxial solution has been a significant IP challenge. IQE overcame these hurdles in late 2017, and prototyped the key technologies for the realisation of much higher cystalline quality AlN wafers. We are now engaged with multiple customers who see this advance as a potentially disruptive solution.

Glass more than half-full
S

[profmike1] 22/5/2018 12:31

Versarien (VRS) who make graphene have announced that a senior official from the Department of International Trade have joined them on secondment for a year to help expand their products into international markets. Maybe this is something IQE could investigate?http://ir1.euroinvestor.com/asp/ir/Versarien/NewsRead.aspx?storyid=13927785&ishtml=1

[jimboyce] 22/5/2018 11:06

80/20 buys against sells. Looking good now.

[paradores] 22/5/2018 09:22

Someone wanting to close out? IMVHO the shorters are COMPLETELY the wrong side of this exciting [and not so little] business.

Best not to short a business at the beginning of its growth phase. #101

Looks like there could be a squeeeeze into today's close.

[horneblower] 22/5/2018 08:45

Sadly, I'm away in The US then so cannot join you.
I look forward to a full report.

[sweenoid] 22/5/2018 08:42

Some pictures of the new Newport ‘factory’ , looking forward to the tour in 2 weeks