Iqe Share Discussion Threads

[paradores] 24/5/2018 11:39

Recruitment is always a good pointer but the foundry, good old fashioned bricks and mortar trump it [IMHO]. This facility is absolutely pivotal to executing the strategy; to meet ST orders, have the capacity to win more and secure new growth market opps.

From the cheap seats, this looks like a business that is very serious about its future both as a leading global semiconductor manufacturer and innovator/incubator. Worth celebrating a UK Co successfully transitioning the entire R&D cycle.

Let's hear what has to be said at the AGM. FWIW I think one or two eyebrows will be raised - in a good way.

[dpmeyer] 24/5/2018 10:14

Good find, MF - stories like this reinforce the view that we're on track for the growth that lies ahead. Link to the online story here:

[mad foetus] 24/5/2018 09:57

IQE advertising over 50 new vacancies according to Wales online twitter feed.

[solderflux] 24/5/2018 09:16

I think he has realised it is better to beat the target by a mile than just hitting it👌

[regasclockwork] 24/5/2018 08:57

mad foetus23 May '18 - 14:21 - 17313 of 17326

"150p by end of AGM, 7 days by my calculations. TICK TOCK!!!" -End-

sweenoid23 May '18 - 14:47 - 17314 of 17326

"Why are posters like MF And Adejuk getting carried away with AGM day, perhaps they can explain" -End-

mad foetus23 May '18 - 14:58 - 17316 of 17326

"Dave, I thought you said share price would be 150 by results, no?" -End-

No reply from Sweeney as yet MF regarding the 150p. If he does get in touch, could you ask him why, with all the good news that he's been bombarding us with, he's reduced his AGM target from 225p?

Sweeney: "Cheap as chips under 185p and 225p by AGM day."

I certainly would welcome 150p by AGM day. GLA.

[paradores] 24/5/2018 08:57

We know the first phase of dev at the Newport foundry is very much on track, if not progressing ahead of schedule. I expect a fairly detailed update on this...and there is much that can be read into it.
It is clear work has been expedited, but doubly pleasing to see a complex project well planned and well executed. Goes without saying that this considerably de-risks IQE's ability to deliver / meet the anticipated order ramp up in the next 6-12 months. Most encouraging.

[dange66] 24/5/2018 08:55

Currently one of the new reactors are online and operating.

[suffersnofools] 24/5/2018 08:32

mf - Quite likely the Nomad will request a trading update for that reason imo.

[mad foetus] 24/5/2018 08:27

Hard to do a tour of the facility without giving clarity on how many machines are operating, when they were commissioned, what's going on in that room, how many more machines are on order etc. I would have thought it easier to give a trading update before the AGM to get all that info out in the open.

[nickwild] 24/5/2018 08:26

MAIN MARKET

I can't help wondering whether a move to the main market would be beneficial. Plus500 announced they are and their share price has jumped today. Maybe a question for the AGM day.

[adejuk] 24/5/2018 08:10

i am not expecting price sensitive info
updates on progress with new m/c etc

[suffersnofools] 24/5/2018 07:31

They'll provide updates when there is something to update us on.AGMs are very rarely price moving days and in fact often turn out to be anti-climatic to anyone expecting news. They aren't allowed to reveal anything price sensitive not already disclosed via RNS.

[adejuk] 24/5/2018 07:16

sweeny, its simple
the agm looks to be the only time we will be given any updates.

[picobird] 24/5/2018 01:50

Mass production of APPL iPhone components started.

[dange66] 23/5/2018 18:57

does anyone know if any of the new reactors are supposed to be online yet?

[nortisop] 23/5/2018 15:28

I'm told the IQE dial goes up to 11!

[grity] 23/5/2018 15:03

Sweenoid I reckon they must be looking forward to you grilling the directors & getting some honest ( positive) answers, which should intern boost the share price Hopefully 🤞

[mad foetus] 23/5/2018 14:58

I can't go to the AGM but am told that there is a speed of production dial. If someone can check it is turned up to 10 that would helpDave, I thought you said share price would be 150 by results, no?

[rivaldo] 23/5/2018 14:56

Ah sweenoid, it's impossible to keep up with you! To be fair, Business Wire only released this 2 hours ago so I can be forgiven I think....

Excellent post btw.

[mad foetus] 23/5/2018 14:21

150p by end of AGM, 7 days by my calculations. TICK TOCK!!!

[rivaldo] 23/5/2018 14:07

New press release just out from MACOM showcasing GaN-on-Silicon etc:



"MACOM to Showcase Industry Leading RF and Microwave Portfolio at IMS 2018
Business Wire •May 23, 2018

MACOM Technology Solutions Inc. (“MACOM”), will showcase its industry leading GaN-on-Silicon (GaN-on-Si) portfolio, Lightwave Antennas, and other high-performance MMIC and diode products at IEEE’s International Microwave Symposium (IMS) 2018, Booth #1125 in Philadelphia, Pennsylvania, June 12th – 14th. MACOM’s booth will feature new product solutions optimized for 5G connectivity, wireless basestations, radar, test and measurement, industrial, scientific and medical RF applications.

Visit Booth #1125 to meet with MACOM experts and learn more about:
• Lightwave Antenna Solutions: Combining RF Coherent Beamforming and Fiber-to-the-Element Optical Transport to deliver wideband performance, low latency and improved spectral efficiency
• Enabling the Next Generation of Wireless Basestations: Cutting-edge GaN-on-Si 60W average Power Doherty module
• Front-End Modules (FEMs): Delivering performance and reliability for wireless networking leveraging proprietary switching technology and integration
• RF Energy: The industry’s first GaN-on-Silicon based RF Energy Toolkit
• MACOM GaN-on-Silicon: Combining manufacturing scale, supply security, and surge capacity from STMicroelectronics with MACOM’s GaN-on-Silicon RF power products to address mainstream consumer, automotive, and wireless basestation programs
• The Trusted Name in High-Performance RF Components: Showcasing MACOM’s high-performance MMICs, industry-leading limiter diode design, cross-reference tools and application-specific solutions

etc"

[mad foetus] 23/5/2018 13:28

Topped up, low volume big indicator here for me that the next move will be north, fast and decisive.

[chessmaster10] 23/5/2018 08:25

Pi0110, adejuk... Please, stop now.

The iii thread on IQE has descended into petty bickering from 2 or 3 individuals to the point where it's a waste of time reading it.

Let's keep some kind of standards here, please?

hxxp://www.compoundsemi.com/lidar-market-see-43-cagr-2017-2023-according-yole/

Interesting article here about the predicted cagr of liar in coming years, and perhaps most interestingly the evolution of lidar which will move towards 'fixed' solutions as opposed to the 360 degree rotation approach that we see today with moving parts. I would hope the new devices still use compound semiconductor materials...