Iqe Share Discussion Threads

[fuji99] 13/6/2018 12:44

Bocase - To avoid being drawn into any "game", once the fundamentals are understood to be sound - which is the case for IQE since the update - one has to just hold, feel relax and look forward to the long term reward. This is valid for any shareholder and any share, except for those trading daily. However, day trading means you win sometimes and and you lose too with sometimes the net result becoming a big loss; but for the long term holders, you hold for the long term and sell only once - when the profit suits your expectations. So you seldom sell in a loss. That is all the difference.

[bocase] 13/6/2018 10:00

Solderflux:

"More and more shareholders now understand the games T Rowe have been playing through shorters - crashing the price to buy more shares for themselves whilst trying to scare PIs"


Yes I agree with the above. There has been endless talk of shorters but I have previously posted that, in my opinion, those accumulating shares will often sell a few when the order book is thin, eg early in the day to shake the tree and scare out the nervous private investors and lower the price so they can accumulate at a lower price. They are playing a long game and know that the price will be much higher in the years to come.

[dr_smith] 13/6/2018 09:47

mf: Yes agm statement wasn't linked at time but findable via google.
Now showing on press release page:

linkiing to

[mad foetus] 13/6/2018 09:31

Aha! the Stifel conference is on the IQE Stockopedia page under forthcoming events, with today being the day mentioned. Given the lack of news on the IQE Twitter feed, I suspect this may be incorrect, but it is where my info came from.

[solderflux] 13/6/2018 09:28

Bocase- this is due, IMO, to two things

1. More and more shareholders now understand the games T Rowe have been playing through shorters - crashing the price to buy more shares for themselves whilst trying to scare PIs

2. Positive company news and approaching take off time.

I personally expect the low support to increase further in the coming months. There will always be people who will sense fall in price and sell to buy back at lower price.

[mad foetus] 13/6/2018 09:26

I was sure that I saw it on the IQE website the time I looked at the AGM presentation, which I could only find through the direct link Dave posted. IQE is active on Twitter and makes no mention of it, but I cannot for the life of me think how I would have even known if the Stifel event other than in the context of IQE. Now I am "well baffed".

[solderflux] 13/6/2018 09:13

A good PR person would have put attendance at Stifel on home page with an inviting key message.......

[bocase] 13/6/2018 09:11

Just doing an analysis of the 'daily' chart of IQE and in particular looking at the lows.

On the days when a major low has been made these are the closing prices

9th Feb 100.5
25th Apr 101.55
1st May 102.50
1st June 105.90
11th Jun 108.15

What is immediately evident is that we are making higher lows so there is good support and at an increasingly higher level.

[thecrunk] 13/6/2018 09:10

I think shorters will struggle to find enough people to sell at the volumes they need at these prices.

If one was short you would be mad not to close out between 105-110p if you could.

I think shorters have a demand/supply issue.

No one will shift 70m shares in the range of 105-110p.

So they await some miracle.

I said this months ago I do not think we will see Sub 100 again. Not good for the shorter.

[diplomat65] 13/6/2018 08:46

MF - no mention of their attendance on IQE's website but yes, an excellent opportunity to network with leading US institutional investors."The Stifel Cross Sector Insight Conference takes place from June 11-13 and it aims to provide institutional investors with high-level access to senior management and industry experts, showcase dynamic emerging companies, and investigate critical trends that are driving the economy. More than 250 leading public and private companies are scheduled to participate across the consumer, diversified industrials & services, energy, internet, media, real estate, and technology sectors via group presentations and one-on-one meetings with investors."

[paradores] 13/6/2018 08:38

Anyone else spot the 8k - 25k block ordinary buy trades going through in recent days and a good many sell trades clearing above the bid price. Could be traders playing the £1-£1.30 range of course. But looks too heavy to me. We shall see.

[mad foetus] 13/6/2018 08:02

Any buying today could - though we don't know for sure - be the result of IQEs presence at the Stifel conference in the US. I understand it is quite an important event.

[cotswoldsparky] 12/6/2018 22:51

adejuk,

You have >120k shares and doubling of share price will buy you a better casket! Just what sort of funeral are you planning! :-)

CS

[mad foetus] 12/6/2018 22:11

It is nice to have a niche.

[thecrunk] 12/6/2018 21:58

Good article



.....Far more vulnerable than those with nieche expertise....


Hopefully IQE has nieche expertise....

[nortisop] 12/6/2018 20:55

I think this only uses standard CMOS, not IQE's CMOS++ which integrates CS and silicon.

[grity] 12/6/2018 17:54

Our Wafers??

[adejuk] 12/6/2018 17:39

yes, but currently it's knackered
and so long as they maintain this dread bloody silence the shorters will keep making money.
ano 5 weeks without any news?
and even if it's very good the 'small' peeps know there won't be anything till dec - just ano opp to lay back and let the share price do the work for them

[knackers] 12/6/2018 16:36

I liken technological advance to something almost gravitational - a veritable tide shorters won't be able to keep back.

IQE tech and IP is not jam tmrw - it's here today, is needed today and will be increasingly needed tmrw. FACT.

[adejuk] 12/6/2018 16:27

lol regas
i sold 20k today to buy more vrs
still have >120k
and still peed off :-)

[solderflux] 12/6/2018 16:21

I have been researching company strategies against short attacks. What is recommended is that company should have a strategy in place which needs to be regularly and actively reviewed - IQE share price is a prime example of how much damage can be caused by malicious attacks. The most common and very effective strategy entails the things many of us have been urging the board to address:-

1. Keep shareholders regularly updated with what is happening in the company ( in case of IQE without breaching NDAs). This doesn’t always need to be through RNS, email or page dedicated on company website should suffice.

2. Good PR, not just at industry sites but also at investor sites

3. Look at the areas which the shorters might try and manipulate/ exploit and pre-empt their attack.

4. Have a very thorough investor info page that provides all the key information.

The problem won’t go away until it is addressed.

Here is a link if you need to read more on the subject.

hxxps://corpgov.law.harvard.edu/2017/11/27/short-activism-the-rise-in-anonymous-online-short-attacks/

[davebowler] 12/6/2018 12:53

Herald mention of IQE amongst others;

[adejuk] 12/6/2018 11:53

is that a rise?

[garth] 12/6/2018 09:16

Thanks WN.

G.