Iqe Share Discussion Threads

[mad foetus] 07/6/2018 22:06

I see IQE are presenting at Stifel's conference in Boston next week. They are certainly putting the message out, but it really needs to be backed by real increases in earnings imo with no ifs and buts. That is the missing part at the moment. What I would do for an RNS one day saying that "XYZ is performing better than expected and as a result we expect results to be materially ahead" etc. That was what I thought was promised last July!

[chessmaster10] 07/6/2018 18:40

The quality of posting on this board is degenerating fast :(

Anyway...



Here's an interesting article relating to Solid-state LiDAR solutions, which it seems are going to succeed the 360deg rotating devices we see on the roofs on development vehicles. I'd bet that Production-level automated vehicles (when we eventually see them) will use almost exclusively solid-state LiDAR.

The good news is that VCSELs are still used, but the overall cost is reduced. That's a biggie as it seems cost is still one of main hurdles faced by companies in getting full automation to market.

The CEO of this company had some interesting comments. I've highlighted the nice bit in block capitals:

“In recent generations, one of the largest mobile phone companies has shifted to use VCSEL arrays for facial recognition, and in a year or two, it will be used for facing cameras in AR and VR applications using depth sensing. FOR AUTOMOTIVE IN-CABIN OCCUPANT AND DRIVER MONITORING, A SIMILAR SHIFT IS UNDERWAY. VCSELs ARE NOW ECONOMICALLY VIABLE FOR THESE APPLICATIONS”

So, forgetting about the obvious external use of VCSELs for fully automated vehicles, which is likely still a few years away, we may well be seeing IN-cab VCSEL usage ramping up in the near future. If a couple of the high volume manufacturers start adding this tech in the next year or two, that would add some nice volume, wouldn't it?

IMO.

[coolhandfluke] 07/6/2018 18:04

I'm a retired gynaecologist but I like to keep my hand in.

[cheek212] 07/6/2018 16:34

So Rowe have snapped up some more - lend em out, buy em back cheap, and wait for short squeeze.

[adejuk] 07/6/2018 16:31

snf
no desire to get into a silly bb contest
i am 75 yrs old
harley st consultant
mega earnings i'm glad to say
been in the markets for 30 yrs
i hope we both do well
and mine is average
be well

[suffersnofools] 07/6/2018 16:25

lol - sorry - had to peek - that's why I don't use filter. I hate only getting one side of a conversation - even if it is with a troll.

Let me guess - you're George Soros? Warren Buffet? :D

.......and for the record mine is like 'a babies arm'

[adejuk] 07/6/2018 16:21

bocase
i spend a lot of my day with peeps who manage the markets

[bocase] 07/6/2018 16:14

adejuk:

It is not just shorters who want to move the price down. The 'smart money' tends to come into play towards the end of a trading day. Institutions who are trying to accumulate can also move the price down by adjusting their trading volumes and pick up shares on the cheap without moving the price up as much as they have moved it down. Talk to someone who has been on the trading floor if you can.

Therefore, these price falls late in the day may actually not be a bad thing. It could be more shares moving to safe hands and reducing the free float. The price will rise in good time when the institutions are holding the shares tightly.

[adejuk] 07/6/2018 16:03

btw snf
do you want a willy waving contest?
you will lose hands down
pm me and that will shut you up

[adejuk] 07/6/2018 15:36

shorts increased
from the dim one

[suffersnofools] 07/6/2018 15:33

Wasting your breath Mf - adejuk is just a bit dim. I've added him to my filter list - life is too short to listen to constant whining and drivel. If the markets tank we'll be sub 85p and a superb buying op with a 2/3 year time horizon. No need for legions of fantasy pro shorters :)

[mad foetus] 07/6/2018 15:33

Well, the trend looks fairly flat at the moment. 100 and 130 both tough to crack. Not much more to say.

[adejuk] 07/6/2018 15:23

not my point mf
the pro shorters are controlling the share price and will do so until there is more transparency. 2 rns a year simply is not enough. we are an open goal.
i have £200k invested here so am not interested in de-ramping
i like to think i am a realist

[mad foetus] 07/6/2018 15:19

FFS! Anyone can go short or long. The idea of retail being long only and professional being short is absurd. Lots of institutions are long, lots of retail short.

[adejuk] 07/6/2018 15:04

or the gap at 80p?

[belt n braces] 07/6/2018 15:00

Seems to me that AGM was good for the shorters:

(1) Boasting and 'dissing' the opposition - never a good idea to do this on a public forum.

(2) Mainly retail investors on a day to day basis trading the share. So retail gamblers pushing the price up, only for the professional shorter organisations to take it back down again?

Added to my latest short position again this morning.

[adejuk] 07/6/2018 14:44

target 100p?
they won't give up

[dr_smith] 07/6/2018 13:13

mf: Thank-you...yes, evident it was your day job..nice to have thoughts from the horses mouth..said in a nice way. :-)
P.S. Not a Dr (Doctor) ..said so as not to mislead regarding my own past. :-)
Dave R (Middle name Russell)

[mad foetus] 07/6/2018 12:50

I can see how that might be the case Dr, as some nominees can accept scrip dividends but others offer a dividend reinvestment option. With one, the registrar issues new shares direct to the nominee account designation without the brokers intervention. With the other, the broker receives all the dividends, apportions them to the holders and then buys shares for those holders that want them. So perhaps AJ Bell use the latter approach and have all the holdings in a single pool without nominally designating them. BUT! The irony is that they will in turn have all their holdings held through a global nominee who will designate within the pool between the brokers who are within it.This used to be my day job!

[dr_smith] 07/6/2018 12:43

mf: Thank-you.
"Even within the nominee account each holder will have their own designation".
I put that to the broker at the time, but he said not - and I assume dividends are rec'd by broker as one lump sum, to be distributed by broker into respective client a/c's.
Good point re anti-money laundering -hadn't thought of that - but then I am a good boy ;-)

[sweenoid] 07/6/2018 12:42

Re the recent planning applications for the new site, as outlined in this article



If you have time to waste you might read pages 48-62- a summary of the meeting yesterday- essentially granted with minor conditions, as predicted in the 1st article

Gee- when you read theses planning applications it’s amazingly complicated

Prepare to be bored ;-)


I am sure IQE and their contractor will be pushing ahead quickly and getting this sorted.
My question is - WHO are the other big company that will be in effect sharing the site in years to come - Microsemi? SPTS ? Newport Wafer Fab? are the obvious candidates as they are part of the catapult, and are based in and around Newport. However, ALL have mature, long-standing and large manufacturing sites.....interesting, any considered thoughts out there?

S

[mad foetus] 07/6/2018 12:25

Institutions have their own accounts, they don't use nominees. Even within the nominee account each holder will have their own designation, so that if, for example, there is a scrip dividend option, the scrip finds its way to the right holder. Those designations are themselves be made known to the registrar of the company as can the identity of the ultimate holder if requested (the registrar having anti money laundering obligations which require it to be able to identify its shareholders).