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IQE Iqe Plc

27.60
-0.95 (-3.33%)
14 Jun 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Iqe Plc LSE:IQE London Ordinary Share GB0009619924 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.95 -3.33% 27.60 27.40 27.55 28.55 27.10 28.00 2,470,942 16:35:13
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Electronic Components, Nec 115.3M -29.4M -0.0306 -8.95 263.45M
Iqe Plc is listed in the Electronic Components sector of the London Stock Exchange with ticker IQE. The last closing price for Iqe was 28.55p. Over the last year, Iqe shares have traded in a share price range of 12.32p to 37.00p.

Iqe currently has 961,504,577 shares in issue. The market capitalisation of Iqe is £263.45 million. Iqe has a price to earnings ratio (PE ratio) of -8.95.

Iqe Share Discussion Threads

Showing 47351 to 47373 of 70900 messages
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DateSubjectAuthorDiscuss
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

twatcher
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!!
adventurous
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)

picobird
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.
rathean
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.
mark_in
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.

paradores
08/6/2018
12:19
Poombear:

A very good point which the market is overlooking.

bocase
08/6/2018
12:13
You could look at as 20% reduction in iPhones, but a 400% increase of iPhones with 3D sensing.
poombear
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.
suffersnofools
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)

dr_smith
08/6/2018
11:49
Why is TW banging on about a profit warning??
rathean
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.

bocase
08/6/2018
11:43
"All three models would carry the TrueDepth 3D sensing camera system to activate Face ID similar to the iPhone X model, industry sources say."

...as you say Sweenoid, not much to dislike there! LOL

paradores
08/6/2018
11:33
A 20% shortfall !!!! - Just as well IQE decided not gear up for Apple's peak forecasts - although I doubt the story is factual, as most other 'industry' leaked stories about Apple often prove to be wrong.
adventurous
08/6/2018
11:27
This is my first post on IQE but I have been invested for nearly a year…I’ve very much enjoyed the great research and comments posted over that time, even through the ridiculous shorting activity back in Feb and March.

I guess I’m looking for a little reassurance team…as I just don’t fully understand why IQE goes through these cycles, I’m on the verge of selling, but I know I need to stick it out as I do believe in the products and company.

Frustrated…230;

Thanks Mark

mark_in
08/6/2018
11:18
Lol
😂
So that’s actually GOOD news
The 2higher end OLED screen new 2018 iPhone’s are a gimme for 3D sensing
The question was always whether the lower-end LCD screen model was going to have 3D sensing
It appears we now appear to have a definitive answer :-)... and it’s very good for IQE
Anyone believing the next ‘cycle’ of Apple phones won’t be a ‘supercycle217; Is as confused as anyone betting against Apple - per se , those people ALWAYS end up croppers.

Just a thought- when a B.B. descends to the level of “ I have a bigger one than yours” does it make anyone else wonder, whether it’s worth spending a single moment of your life here?

:-(
S

sweenoid
08/6/2018
10:21
Further to the Bloomberg story, Nikkei, the original source for the story also reports a possible delay with the cheapest of the 3 new iPhones. Apparently suppliers are having issues integrating the LCD with the TrueDepth camera system.
hxxps://asia.nikkei.com/Business/Companies/Apple-warns-suppliers-of-20-drop-in-new-iPhone-parts-orders

"The production yield for the LCD model's 'touch' function is not satisfactory at the moment, but it is improving," one of the supply sources said. "The cost-effective model is viewed as the tool for Apple to boost its total shipment volume this year, and all the suppliers are doing everything they can to make sure the LCD one hits the shelves as soon as possible.
Two sources suggest bottlenecks exist in integrating the 3D sensing module onto the LCD screen for the first time, but that the situation is improving. "

jojaken
08/6/2018
10:13
hxxps://asia.nikkei.com/Business/Companies/Apple-warns-suppliers-of-20-drop-in-new-iPhone-parts-orders

extract:-

TAIPEI -- Apple has asked its supply chain to prepare around 20% fewer components for iPhones debuting in the latter half of 2018, taking a cautious approach toward smartphone shipments compared with last year's orders, industry sources say.

"Apple is quite conservative in terms of placing new orders for upcoming iPhones this year," one of the four sources, who is in the supply chain, told the Nikkei Asian Review. "For the three new models specifically, the total planned capacity could be up to 20% fewer than last year's orders."

The U.S. company last year placed orders to prepare for production of up to 100 million units of the new iPhone 8, iPhone 8 Plus and iPhone X, but this year Apple currently expects total shipments of only 80 million units for new models, two people said.

Apple did not respond to Nikkei Asian Review's request for comment.

Total iPhone shipments, including new and previous generations, declined 1% on the year in the October-December quarter to 77.31 million, Apple's data showed. The slowdown went beyond Apple, as worldwide smartphone shipments contracted 0.3% to 1.46 billion units in 2017, the first-ever decline in the industry, according to research company IDC.

The Nikkei reported earlier that the U.S. tech titan intends to introduce three new iPhones in 2018. Two will feature the costly organic light-emitting diode screens like the iPhone X, while a cost-effective model keeps the liquid crystal display screen used by the iPhone 8 range. All three models would carry the TrueDepth 3D sensing camera system to activate Face ID similar to the iPhone X model, industry sources say.

100laila
08/6/2018
10:02
Will end up blue by close watch :-)
potential
08/6/2018
10:01
A no brainier !!! Cheap as chips
potential
08/6/2018
09:57
No shortage of near term new market and revenue diversification opportunities for IQE. [Beware false prophets]
paradores
08/6/2018
09:38
fraudsters in full flow and spreading fake news to scare people
solderflux
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