Iqe Share Discussion Threads

[panic investor] 08/6/2018 19:48

They will only do things if brown envelopes are involved I assure you

[bocase] 08/6/2018 19:30

ONJohn:

Consider Poombear's post below

"You could look at as 20% reduction in iPhones, but a 400% increase of iPhones with 3D sensing."

Great news I would say.

[poombear] 08/6/2018 19:02

Trot ONJohn

[onjohn] 08/6/2018 18:51

Apple going to order less parts

Profit warning coming I fear

[bocase] 08/6/2018 18:09

It doesn't make me chuckle. I am afraid planners seem to be cretins wherever they are.

It has just taken me four and a half years and five applications to get consent to convert a derelict eyesore of a barn into an attractive house.(And that was only won on appeal) I am sure IQE will run rings around them but planners do feel the need to prove to the world that they are idiots first.

[poombear] 08/6/2018 16:50

Do nothing councillors need an angle to make it look like they are actually doing something. Made me chuckle reading that article.

[richardc77] 08/6/2018 16:41

Yes Dave, but on the plus side it keeps the door open to top at a level I think is an easy double by this time next year...the swings and roundabouts and merry go round of the stock markets ;)

[dr_smith] 08/6/2018 16:18

Potential:
"Will end up blue by close watch :-)"
I am watching..you have 12 minutes left to work some magic!!

[grity] 08/6/2018 15:59

I Defo wouldn’t bet against Apple!

[twatcher] 08/6/2018 14:42

"shame that the share price has dipped on the basis that 2 + 2 equals 5, the markets need edification"

yes especially when the calculated should be X * 80% * 250%, where X = the iphones we are currently in

[adventurous] 08/6/2018 13:33

It could be that a supplier or two have been told to expect reduced orders, because Apple have decided to shift their business to another supplier who does not leak info!!

[picobird] 08/6/2018 13:28

report of iPhone cut ... sinking IQE sp



(shame that the share price has dipped on the basis that 2 + 2 equals 5, the markets need edification)

[rathean] 08/6/2018 12:47

I'm back in at 105.8p. Inflection point at some point in the next 4-6 weeks but imo great value for a buy and hold.

[mark_in] 08/6/2018 12:47

Thanks DR,To be honest after this I may need real Doctor BestMark

[mark_in] 08/6/2018 12:46

Thank you for the interesting commentsMuch appreciated.

[paradores] 08/6/2018 12:21

"However, the breadth and depth of IQE’s engagement in a broad range of near, mid and long term opportunities provide strong upside to the basecase."

This was a v positive/upbeat AGM statement. Expect news.

[bocase] 08/6/2018 12:19

Poombear:

A very good point which the market is overlooking.

[poombear] 08/6/2018 12:13

You could look at as 20% reduction in iPhones, but a 400% increase of iPhones with 3D sensing.

[suffersnofools] 08/6/2018 12:00

Mark_in - various factors:The semi sector is very cyclical. I'm a big fan of IQE and have been here longer than anyone else I should imagine. BUT as a growth stock it is volatile and even small mis-steps in commercial execution versus forecasts will be heavily punished. It's no longer cheap. When I was buying at 2 and 3p many years ago it was bluesky and valued very differently on future potential. I made my money on the run up to 20/30p area, so it owes me nothing, and I've kept a few hundred thousand shares to run the course, as I believe it's a great British company and offers steady growth prospects over next 3/5 years. However, as it's now revenue generating and a much more mature operation it has to justify its valuation. For me it's around fair value, but the multi-bag money has already been made. I wouldn't be putting in new money at current levels myself, given my bearish view on the wider markets and economy. Anyone who believes this won't get pummelled in a bear market is deluding themselves. But of course if the market proves me wrong (it won't be the first time!) then sentiment could get this to new highs.So I guess the answer is, what level are you in at, what's your time horizon and appetite for risk? As ever you need to balance the realities of the situation against the fan club bulls who post on these BB's. Pages and pages of enthusiastic missives on the world beating tech of IQE is great, but that has to translate into PROFITS! History is littered with great tech companies that couldn't make decent consistent profits, even on high turnover due to the brutal cost-downing nature of the sector and ever growing R&D costs. Anyone who was invested in IMG knows the cost of not being questioning and sceptical enough of wild claims for world domination by management and permabulls! I'm not saying IQE is in the same position , it's much more diversified for a start , but you get my point. Caveat emptor.

[dr_smith] 08/6/2018 11:54

Mark_in.
I think we all need that.
Most on this BB are LTH so opinions will be biased ‘pro’ IQE and you should DYOR so that you inside are happy, not swayed by a bunch of strangers.
I use the BB to find facts then make own decisions.

IQE is on a journey from ground zero to sky high.. so where it sits in between, is anyones guess, and will vary depending upon how many months/years your investment horizon is, hence some variance in share price

Adding to the variance is the volatility.
Sometimes a reflection of reality and business events – e.g. apple progress, dollar to pound, other times there seems no explanation, so we (I) assume it is shorters.

Shorting plays on sentiment, which tends to be a short term game, whereas I invest based on facts and probability of future expectations being reached, and expectation os sentiment/reality catching up to be reflected in share price
That is a long term play, so means you mustn’t be pressurised to selling in shorter term to meet financial obligations.

We all have different attitudes and perspective on the risk.
Sh*t can and does hit the fan, so have to say again, to DYOR and you must do what your heart and mind says is right for you, not be swayed by third parties.

The nature of IQE business makes it different to other shares – that can be either good or bad, that is a risk you have to take on chin.
No one knows if our own investment decisions are good beforehand, only with hindsight. It is a scary path, so you have to decide if it is right for you.
All IMO. :-)

Dave (not a Doc)

[rathean] 08/6/2018 11:49

Why is TW banging on about a profit warning??

[bocase] 08/6/2018 11:44

Mark_in:

We are all frustrated but if you are wondering why the share price goes through these cycles, you have nearly answered the question yourself.

"I'm on the verge of selling"

That is exactly what the institutional holders want. They can push the share price down and scare out the nervous private investors and pick up the shares cheaply.

The term 'tree shake' is a good one as all the loose fruit will fall.

Without the uncommitted investors selling they would have no choice but to pay more for the shares which are a limited resource and the price would rise until sellers were tempted.

As I see it then you and other nervous investors are part of the problem if you do sell.

Be part of the solution instead by sitting tight.

Value will be reflected in the share price eventually but patience is needed.