Iqe Share Discussion Threads

[solderflux] 01/8/2018 12:59

Thank you for your rant Dave - much appreciated.

On a positive note, as things currently stand, anyone who has 100k+ holding, stands a good chance to become a millionaire in 2/4 years!

I just don't know why Motley Fool guys cant see that price is being driven down by shorts and don't mention it - they just have to look at the tracker.

Very strange.

[rivaldo] 01/8/2018 12:09

Peel Hunt reiterate their Buy and 170p target price today, presumably after the excellent news from Apple:



Apple's figures - and outlook - should encourage more interest here from over the pond. Meanwhile the VCSEL take-up in Android phones, the progress in GaN, CREO etc will only pick up steam over the coming weeks and months.

Patience will win the day here.

[bocase] 01/8/2018 12:02

Davebowler:

Interesting. Filtronic announce orders to the tune of a mere $2m by way of an RNS.

They too will be constrained by NDAs but it does not stop them.

I am sure IQE have received many orders of that size and considerably larger and I fail to see why they cannot announce these contract wins too without compromising the NDAs

Failing to do so is harming shareholder value and playing into the hands of the shorters and manipulators. With an even playing field, six monthly updates and results, would be sufficient but this is not being played out on a level playing field.

[adejuk] 01/8/2018 11:57

shorters don't get the willies.
they hedge
options - black-scholes
and it's other peeps money they use

[paradores] 01/8/2018 11:48

Coiled spring... Much like Fingers assessment 26/7 I see a potentially (very) rapid rise through the roof of the wedge towards £1.30.

[davebowler] 01/8/2018 11:23

Another AIM quoted electronics firm that is about to prosper?

[knackers] 01/8/2018 11:19

"this is going nowhere until full year results"

I wouldn't be so sure. This share has a habit of behaving, how should we say, 'irregularly'. There is a simple fact, which is probably putting the willies up shorters right now. IQE are the right side of the wave. Time is certainly not on the side of shorters. Developments in this space have a habit of moving at internet speeds , forget about full year results, IMHO the writing will be on the wall LONG before then.

[bocase] 01/8/2018 11:18

MYshareinfo:

Thank you for the link.



A good article with very clear parallels between Herbalife and IQE.

Confirms what we all suspected.

[myshareinfo] 01/8/2018 11:15

I am a newbie but picking up everyone knowlege and thanks a lot to everyone.
Also I request your understanding when I ask some lame question as below.

1. What drover the share price back in 2000 to 8 GBP in the first place? the usual rush and hype?
2. What drove down the share price b/w 2002-2003? Financial crash, over pricing?
3. Why didn't the share recover as other shares from the financial crash?

Obviously I believe today the company is in a strong position with at least 3 different high growth opportunities (VECSEL's for 5G, IOT and automotive and Data commuications (DFB's), smartphones Excluded solar, infrarent for now). I think we have also reached a low investment but high profit phase for the company excluding further investments in other IP. I meant from now on higher ROI. Hence I believe the company is at the best of its times in expecting higher profits and thus justifying higher share price.

Thanks in advance for answering the above questions.

[solderflux] 01/8/2018 11:09

I am not too sure they are doing so well, perhaps ok so far. Otherwise why would they risk their super earnings and not bank them. The real outcome will be decided at the level they close at and challenge will be to find those 80m + shares at reasonable prices! Problem will be that if people start sniffing shorters are closing out, many will jump in. I wouldn't say it is plain sailing for them. Even if they crash the price down to 80, where is the guarantee that they will be able to close out without price bouncing back?

[adejuk] 01/8/2018 10:49

this is going nowhere until full year results.
why would they stop when they are doing so well and the company does not/cannot release news?

[horneblower] 01/8/2018 10:43

Some chart patterns are commonplace. A sharp rise followed by a 50% fall is one such.
On a 'natural' log chart this translates to aout 70%.
This has happened, dramatically, twice for IQE in the last 15 years shown as '1' and '2' on the chart. In my view, this is the main reason that the shorters expected the long fall from 180p and are still expecting further falls to between 60p and 80p ('3').

We know they were right to short from 180p to 100p but I feel they are wrong to expect more for other 'chart' reasons.
Firstly, in charting, patterns often come in pairs but almost never three times over.
Secondly long bull phases are nearly always broken by 'midway consolidation'. The first two had these but the current ond did not (I contend that we are, in fact, in the middle of a midway consolidation on the way to £6).
Thirdly the area between 95p and 180p has history...it was part of the midway consolidation area on the way down from £8 in 2001/2002.

You are probably saying to yourself that all this was so long ago that it can't be having an effect now. Well, all I can say is look at the charts of many of the ftse100 stocks (in log, of course) and you will discover that 20 year, aven 50 year trends can be very strong and surprisingly accurate.


I admit that the chart is showing some 'leakage' below the rising support line around 104p.
Here is the blown up part of the chart showing what's happening.
When a wedge forms the price rarely gets right to the end but breaks out above or below somewhere towards the tip. A study of such breakouts shows that you often get a false one before the actual breakout and that the direction of the false one is often, perhaps usually in the wrong direction. The current 'wobble' looks like a typical "w" shape to me and I am expecting the price to close around 96p early next week (due to symmetry) for the last time before bouncing strongly.

I believe the short funds will then finally give up with the inevitable share price explosion upwards. Initial target 180p where there is obvious resistance.

Sorry if this is 'potted' It takes a lot of effort to explain complex things on the charts.

[owenga] 01/8/2018 10:34

Goldmans.... bloody predictive text..

[owenga] 01/8/2018 10:33

Gold and keep increasing to above 6%, then they sell derivative an it falls back to about 1%. They have done it numerous times. Look at the past holdings RNSs. I expect you will see them sell it again in the next week or so, and they will be back to 1%. It means nothing.. they are just trading the share like everyone else.

[solderflux] 01/8/2018 10:31

Shorter manipulation - spreading lies,knocking investor confidence, frustrating the hell out of Longs, collusion between funds, afraid of their game being exposed. I think we all have witnessed these tactics with IQE. Only way to defeat them is to keep topping up and expose them as much as possible. I think we should bombard them where ever we can, especially on BBs and Twitter. Also, hope and pray that BOD wake up and realise they have responsibility to grow and protect company value and they have to act and not assume everything will be sorted automatically one day.

[picobird] 01/8/2018 10:19

ditto, really good read.
The actions & share price movements match the aforementioned share scenario to a ‘T’ over recent months.

[meijiman] 01/8/2018 10:06

Fascinating read on 19479..US tactics brought to Uk?

[blueflame] 01/8/2018 09:47

With regards to the FTC deal mentioned surely the other big news was the 3.5bn dollar order from T-mobile to Nokia for US 5G infrastructure. It goes to show how much the network operators are going to have to spend over the coming years for a worldwide 5G rollout. We know of course that IQE's wafers will be instrumental for part of this revolution.

[myshareinfo] 01/8/2018 09:42

article I find interesting related to short attacks.

[death by donut] 01/8/2018 09:36

21st June ?

[fft] 01/8/2018 09:33

Forgot to say that gs increase wasn't shares, but a derivative. Given gs record with derivatives over the years, I would really hesitate to say it's a good thing. And.... The share price hasn't gone 'wow !', GS are buying let's all buy as well.