Iqe Share Discussion Threads

[cotswoldsparky] 11/6/2018 22:24

Take it with a big pinch of salt but:

"Forbes claims the phone (iPhone 9) will have the same first gen FaceID as the iPhone X, though the more expensive XI and XI Plus will have a newer, more advanced version of the face recognition software. That's not shown in the schematics though, so be a little bit more sceptical about those claims."

CS

[bocase] 11/6/2018 22:14

Nice one tonsil:

From tiny Acorns mighty Arms will grow!

[tonsil] 11/6/2018 21:57

Well I bought 500 pounds worth of Acorn at 8p in 93/94 I think. They owned 25% of ARM. It was taken off the market a couple of years later then after a hiatus we received ARM shares. The rest is history. The investment yielded 40,000 pounds over time. I sold it in tranches. If I had held it would have been much more.

[sweenoid] 11/6/2018 21:34

Just listened to the Macom presentation at the Stifel investor conference in New York ( I believe IQE are there too)
Very positive comments on their GAN on silicon RF base station business , CEO IS hyper confident :-) about their GAN business which is of course supplied by IQE


S

[thecrunk] 11/6/2018 18:00

Well Himax has certainly bounced off the bottom over the last 60 days.

IQE requires extreme patience.

I am confident things will get better as soon as we have a new chairman.

[bocase] 11/6/2018 16:40

Daijavu:

Wow! That is even more impressive. I did not really follow Arm after I sold but it does really make the point that patience can be rewarded and the real gains come, not from trading, but from letting the power of compounding work it's magic.

[daijavu] 11/6/2018 16:10

bocase. Softbank paid about £23 but that does not take into account all the splits. Someone who bought into ARM before the splits and held until the takeover received multiples of £23 per share for their original shareholding. I believe that the splits meant that some lucky shareholders ended up with about 20 shares for every single share they originally bought.

I doubt if IQE would replicate that but it would be nice if it came near.

[adejuk] 11/6/2018 16:00

patience is not the issue bo
only one red in my p/f out of 12.
must be those stupid pi selling one of the most promising growth companies on the lse
perhaps it has something to do with IR ?

[bocase] 11/6/2018 14:46

Adejuk:

Patience Adejuk..we have come from 20p 18 months ago. Yes it is frustrating and I totally share your frustration as I bought back in at £1.60 having taken a nice profit on the way up but I still expect to see £2 this year but we do need that positive news flow to get us there and we have a trading statement coming up in a few weeks and results and forward statement in September.

I am not comparing them to Arm but I bought Arm and 50p and sold them at 70p because they were going nowhere at the time (like IQE) and what did Softbank pay..about £23 I think.

[adejuk] 11/6/2018 14:25

what could possible be alarming about a drop from 180 to 100ish and being stuck in the doldrums while the shorters [who have no influence with their 50mill] take us to the cleaners?
we're all very happy aren't we?
after all, we have a new car park

[bocase] 11/6/2018 14:12

I think a lot of the current malaise in the share price is down to lack of news flow. I completely understand that the NDAs preclude the release of more information and of course those NDAs have to be respected.

Share prices are driven by news and will drift in the absence of it and my feeling is that is what is happening here so we must be patient and not be alarmed by the drift in the share price. We know it can put on 50p in the blink of an eye.

[mad foetus] 11/6/2018 13:24

I think, given that I posted a link from Milton saying that they had sold down IQE shortly before the AGM, it is a fact that at least one institution was selling. Saying all the volatility is down to PIs strikes me as a convenient excuse, but factually incorrect. Anyway. Let's hope they can drum up some institutional support from the US Stifel conference this week. One thing for sure, if the share price was 180 it would be easy to attract new investors. While the share price flounders most wont buy until they see that the trend has changed. News, big director buys and a new broker are all needed imo

[regasclockwork] 11/6/2018 13:17

A snippet from a recent AGM report by one of IQE's biggest PI's and TRADER of the stock.

“What is obvious, is that the fluctuations in share price is being largely and almost entirely driven by us - PI’s. The key engagements with institutional investors are taking place all the time and they seem intent on adding Whilst PI’s subtract and trade ( simplistic but probably true).Obviously shorter’s have an effect, but frankly I think it’s overstated. -End-

I'm glad the writer of the above said “US-PI's”; rather than “YOU PI's” as he is one of the biggest traders of IQE shares.

So, the fluctuations in share price is almost entirely driven by US-PI's with the shorters having just a small effect. I find that difficult to believe, but bow to what could be, superior knowledge.

We will never know the truth as there is not a hope in hell of persuading PI's to stop trading large chunks of their 'holdings' and even less chance of Shorters throwing the towel in.

From above: “Obviously shorter’s have an effect, but frankly I think it’s overstated.” LOL!

[kepner] 11/6/2018 12:30

Off topic I know , but anyone here fancy a punt on a small cap oiler (TRIN) which imho has great potential increasing production , making good money ,paying down debt which should be paid off in the next few months.Operating in a stable country (Trinidad) on a p/e of around 5, plus forgot to mention plenty of money in the bank making it net debt positive.

[bocase] 11/6/2018 10:13

Potential:

It has actually only done it twice since February.

Here's hoping for a third time.

There is very strong support above 100p that needs to hold.

[potential] 11/6/2018 10:05

buy buy-- it's done this 106-120 like ten times over the last couple of months - made 9/10 times - and why not :-) atoll got my core holdings in and won't be selling them till we smash £2!!

[adejuk] 11/6/2018 09:44

different day, same old..

[thereptile] 11/6/2018 06:30

Solder flux It was the IQE Cardiff,England I was objecting too !

[grity] 10/6/2018 23:19

Tim Cook’s warning

Even back in 2013, Tim Cook warned investors about putting too much credence into supply chain checks. On the January 2013 financial results conference call, he said, “I suggest its good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on.”

[diplomat65] 10/6/2018 23:12

Seen the new ii BB? Bloody awful. Expect newcomers . . .

[davebowler] 10/6/2018 19:41

Me too, thanks Sweenoid!

[cosimodo] 10/6/2018 15:26

I will add my name to those thanking Sweenoid for his report. I remember buying @ 20p

[solderflux] 10/6/2018 14:46

“Cardiff- Never” :-trained workforce, cheaper labour costs, local leadership & managements teams, on-going collaboration with Uni in R&D (excellent marketing tool at the least), lower business rates and full support from the Welsh Govt and local council, excellent transportation links (air, sea and roads) etc etc, and setup for explosive growth!

Hey presto!

[bocase] 10/6/2018 07:13

More consolidation in the sector

www.thetimes.co.uk/edition/business/jilted-apple-chip-maker-dialog-semiconductor-in-bid-talks-with-us-rival-synaptics-hmntzbg8h

"A British chip maker, which is one of Apple’s biggest suppliers, is believed to be in merger talks with a US touchscreen manufacturer.

Reading-based Dialog Semiconductor, whose power management chips are used in iPhones, iPads and Apple Watches, has been approached by Californian rival Synaptics.

News of the possible tie-up, first reported by Bloomberg, comes after Apple announced last month that it would no longer exclusively use Dialog’s chips, and slashed its orders by 30%.

The snub appears to be part of a broader strategy for the $945bn (£705bn) giant to use its vast cash resources to develop its own chips. That has also hammered Imagination Technologies, based in Hertfordshire.

Last year, Dialog made $194.8m pre-tax profit on $1.4bn of sales, more than $1bn of which came from Apple. The Frankfurt-listed company said it expected overall sales to drop 5% as a result of the tech titan’s move.


Dialog currently has a market cap of £1bn — 60% lower than in December, when rumours began to surface about Apple making its own components.

A deal between Dialog and Synaptics would have echoes of the sale of Imagination last September, after Apple cut its orders.

A Chinese-backed private equity firm bought the business for £550m. At its peak in 2012, Imagination had a market value close to £2bn.

A merger with Synaptics, which makes parts for Android phones, would make Dialog less dependent on Apple. The British company declined to comment."

[thereptile] 10/6/2018 07:11

IQE (Cardiff,England). Never