Iqe Share Discussion Threads

[knackers] 03/8/2018 12:34

Someone's buying off the bid and there's no stock about. Oops

[solderflux] 03/8/2018 12:31

B&B - every time you have rant at the company, the share price goes up a bit. Can you please post regularly?😁

[knackers] 03/8/2018 12:29

boty - I couldn't agree with you more, they're cornered.

Further IQE have been making cracking products for how many years now????

"Buy the fact not the bull$hit"

Shorts have little more than 20 trading days to sort themselves out. Good luck with that!

[boboty] 03/8/2018 12:21

Belt and braces - Iqe has been making good money for a long time now and further has a lot of cash in the bank. In my opinion the shorters have nowhere to go. If they try to buy back, this share will skyrocket. You can see that in the trade history. I am long on this and very excited to watch and wait. I feel that the risks are diminishing because now we have proven technology that people want - you just have to look at the Apple results for evidence. Iqe has diversity of product - wireless and photinics plus other stuff. Iqe has plants bases all over the world so has diversity of supply. Iqe has diversity of client you just have to look at the recent rns’s. Lastly and not leastly there seems to be huge barriers to entry based on ip and difficulty to get it right. What is not to like.

[knackers] 03/8/2018 12:10

You just closed yr trading position Braces..?

Nothing onerous about a PEG of ~1. Not in this space.

[paradores] 03/8/2018 12:03

Fair enough BB but I am very happy to buy into a company whose core product is about to go mainstream. IQE are only just getting warmed-up. You have to invest to grow and realise an opportunity, and this is quite an opportunity. This next year will be a game-changer with 5G providing the icing on the cake, kicking-in late 3Q19.

The near term risk is delivery and meeting orders. Once the infrastructure is in place the operational leverage provides the kicker. That's what I'm in for, that leverage.
As I mentioned earlier the 'undertow' in IQE's favour cannot be challenged by anyone but the most cynical.

[belt n braces] 03/8/2018 11:46

Placing price last year of 1.40, today's latest price is 1.03, down 26% from placing. Never a good sign. Those that have not sold up from the placing would I imagine be getting very twitchy?

Regarding the interims, what (in my view) will be important is the remaining cash in hand. As part of the placing, loans will have been repaid, and the interims will give guidance as to how much cash has been burned and whether the company can actually generate enough cash moving forward to cover the ongoing intangible costs?

Moving forward, contribution is the key word in regarding the returns made from new equipment. Is there enough contribution to cover additional costs? In my view when you increase supply in to the market, the price received for goods may fall, so there may not be the required contribution to justify the current elevated price of the company.

Finally, the company is on AIM. In my view, and taking into account the present market cap, the company really needs to try and get a main market listing? Why do they not wish to do that, is it the more stringent rules and regulations they would have to abide by when on the main market? By sticking to AIM, the company (in my view) would not be able to attract various institutional investments, which could be detrimental to the share price?

Finally and (in my view), the company is still way over valued. Seems the shorters agree, nothing to do with market manipulation.

Have a great week-end.

Signed: the resident Muppet, B&B

[dr_smith] 03/8/2018 11:12

AI. Base camp is £1.40. Please increase your "await".
Anything less is acknowledging that BS's can influence the mind of the rational and sane.
IMO. :-)
I believe in a free market - free of BS's. ;-)

[paradores] 03/8/2018 11:07

Look again at 'Fingers' recent analysis. Reckon he's called this one spot on.

[american idiot] 03/8/2018 10:59

Still heading back up towards to top of the bullish wedge.

I await 108p !

[solderflux] 03/8/2018 10:26

Richard -correction- impatients have long pressed the button, we are all patient sods here and not going anywhere...

[mad foetus] 03/8/2018 09:39

Market has been savaging highly rated tech stocks. See FDEV or the response to KWS today. This has been a great couple of weeks to try to shake out holders and it hasn't happened. This may not prove to be the bottom but there is strength here

[paradores] 03/8/2018 09:17

How the share price is not remotely following the fortunes of Apple and the other stellar growth techs whose products are enabled and underpinned by IQE IP is completely baffling.

Something simply has to give here.

As mentioned earlier an 11% short position in a single company is intimidating to say the least. One has to ask what their original motives were and how those have had to 'change'. Their original case or Plan 'A' was floored, Plan 'B' looks equally thin. Rip currents aside, these guys are swimming against a very strong tide.

IMO longs are "friends of the undertow". Enjoy the w/e everyone.

[cheek212] 03/8/2018 09:13

Tiny volume = share manipulation on a daily basis. I wonder who just bought all those 400 trades!!!

[solderflux] 02/8/2018 23:28

Podgyted - “ Ah....DN owns 29m shares - that’s who the shorters are borrowing from”

If not DN, it might be his broker loaning them out without DN realising it!

[horneblower] 02/8/2018 23:11

I wasn't talking about the stock market, you....twit!

[davemac3] 02/8/2018 23:07

Is there any shame in the stock market? It's more like a dodgy casino

[horneblower] 02/8/2018 22:59

This shorting story is getting so boring. It's been going on for well over a year now and started as soon as the share price went over 100p in July last year when the share price had already risen 600% in just 12 months!

Shame on you all. Leave the company alone to do its own thing, which, by the way, is a 10 year project of epic proportions...and some here complain they want quarterly updates on the minutiae of every contract.

If you like what the company are trying to achieve then buy the shares and wait the required years to get your return.

Otherwise I say again, "Shame on you."

[podgyted] 02/8/2018 22:57

Ahh.... DN owns 29m shares - that's who the shorters are borrowing from.

(only joshing)

I'm not obsessed with the short position here - I'm a value investor and this fits the bill at @ 20 fwd PER with excellent growth - but what I don't understand is the shorters end-game here because it definitively has slipped back into value territory. I'm beginning to think they are simply trapped and have no way out - so just delaying the inevitable.

Or I could be wrong!

[arcadian] 02/8/2018 22:11

Not so mad after all.

While I suppose they hedge, a stronger dollar should help too.

[solderflux] 02/8/2018 21:31

I acknowledge and accept that argument and what I am suggesting actually facilitates that! If we can address the issue today, why leave it for future, which is unknown (with best will in the world).

[mad foetus] 02/8/2018 21:24

I'm kind of on rhomboid's side here. If predictions are correct, EPS this year will be around 3.8p, rising to 5p next year, and with photonics forecast to grow at 40-60% pa those figures are likely to be exceeded. That certainly supports a share price much higher than today's level. Of course, those figures may not be hit, but that is a risk with any company. Fundamentally, it is cheap, growing quickly and has massive tailwinds. All that is needed is patience, and to top up when you judge.

[rhomboid] 02/8/2018 21:17

Soldierflux

All I want mgt to do is run the business well..which creates the numbers ..which creates wealth for shareholders over time.

They really don’t need to RNS more than they already do

[solderflux] 02/8/2018 21:13

Well there are two ways of looking at owning 29m shares, other would be that 29m at £1 may be satisfactory for him. Lets not go down on the remuneration road as it sounds of a personal slap which is not the case as the company is growing very well. In my view one single factor responsible for high level of shorts and the resulting share price hijack and poor investor confidence is due to lack of regular comms from the company. Shorters have exploited this to the full and in fact they thrive on it. The company should not be hiding behind NDAs. I see daily RNSs coming out with unnamed customers and products not being mentioned. NDAs are fact of life as no one wants their info to leak out or their name being banded around. You have to agree generic suitable comms with your customers and everyone understands companies have to communicate financial and commercial information to the market in some form or another. If they have not done so already, they should approach their customers with a solid case and a request and I am confident this issue can be resolved to mutual satisfaction. Just requires will of the BOD and motivation for it.