Iqe Share Discussion Threads

[bargainbob] 27/8/2018 21:43

Got called last week by a boiler room . You know how that ends , contrast to the expectations here.

[superg1] 27/8/2018 21:32

BTW Bob

Just checked your posts I see you have called this a pump and dump recently before I popped over.

Just so you are aware I've had a look because it is being pumped but equally some are trashing others shares to try to get them to buy IQE, so yes it is being pumped on threads.

The question is can the pump be justified, hence the engagement.

[superg1] 27/8/2018 21:28

I don't have any bob and don't intend to buy any, just trying to find out why it's getting mentioned a lot. The company has been going 25 years or so.

Just did a bit of looking and Rayrac was around on this 17 years ago so if he is still around then I suspect he knows quite a bit about IQE.

[gepetto] 27/8/2018 21:12

superg1: Another one for the filter.

[thecrunk] 27/8/2018 20:50

Superg EPS is in the armoury. What else could there be?

[thecrunk] 27/8/2018 20:32

Bargainbob what do you mean exactly? You look no further because? Your post does not make sense

[bargainbob] 27/8/2018 20:19

If I see superg posting on a stock , I stop looking any further . I was advised this was interesting last week by a pump and dump outfit. No surprise I find superg on the board . IOF and others were going to change the world.

[superg1] 27/8/2018 20:03

Yankee

Just revenue listed, profit listed and PE calcs.

The crunk

Thanks. I appreciate the PE of growth companies is always well ahead I was just spelling out where the old measurement of a PE of 15 falls when companies top out on growth.

I'm not knocking IQE. Many say it's being heavily shorted, what is in the armoury to knock those shorters back near term. I know of old generally they just lie and try to scare investors into selling.

Some say this is going to see big share price rises, all I'm asking is why?. Is there a big seller in play other than shorts at this time.

Results out soon and as you know if there are shorts in they will trash those no matter what they say. The truth isn't in their game plan.

[yankeekraut] 27/8/2018 19:54

superg1 - where did u learn the BS "Bro-science" you based your calculations on? Just ask a plain question or two, instead of dictating a paragraph of piffle.

[thecrunk] 27/8/2018 19:53

I think you are ignoring operational gearing and the higher net margins in photonics (past three years has been wireless at low margin).

I would also use a forward PE of 30. For a share price of 2 GBP you would need EPS of 7.

EPS of 7 is easily doable for 2019. Its just over double where we are now. This is ignoring any other future growth opportunities of which there are many.

[superg1] 27/8/2018 19:32

err you are a contributor Chunk on here re VRS.

Taking PE ratios.

I just checked IQE out for the last 3 years as that seems to be when the best profit levels came. Revenue can always be as issue in the end for shares as it starts to offer up miss and hits on forecasts.

Last 3 years IQE revenue £114m, £132m and £154m. Profit has gone £19m, £19m and £15m in the same period.

I use a PE of 15 for guidance which is always way below where growth stocks starts but it shows where the end game should be.

IQE per £1m on a 15 PE is just under 2p on the share price. So 103 would mean about £52 mill profit to hit a PE of 15.

Last 3 years the profit percentage has been about 14% average of the revenue.

On that basis it would mean IQE at 14% profit margins would need to hit revenue of £371 mill to have 103p as an end game price.

I haven't looked too much at IQE.

What is it you guys think in terms of progress and revenue that will cause the share price to fly higher.

Say £2 as the share price then it's a £100 mill profit needed for that PE of 15 and over £700 mill in revenue.

Of course it may be able to do that and perhaps someone could explain how.

[thecrunk] 27/8/2018 19:20

May be old news repeated but really worth f
Digesting




"The new iPad Pros will come in sizes around 11-inches and 12.9-inches and include slimmer bezels. They’ll remove the home button and fingerprint sensing in lieu of an iPhone X-like gesture interface and Face ID for unlocking the tablet, people familiar with the plans said. The iPad mini, which was last upgraded in 2015, and the 9.7-inch iPad, last refreshed in March, won’t be upgraded, a person familiar with the company’s plans said."

[thecrunk] 27/8/2018 18:42

Can we stop talking about VRS

[superg1] 27/8/2018 18:38

regas
There seems to be a bit of an odd fixation with VRS over here so I thought I'd pop over.


re

"After hitting around 113p in late January, VRS fell back to 62p, a drop of 45%."

Yes it did.

The Miton fund who had about 15 million shares got hit with 10% redemptions on it's trust fund instead of the usual 1%.

There were few shares that had the performance and liquidity to get those funds together for them, WEY saw some selling as did VRS.

Miton now sitting on about 4 mill shares. It was pointed out to investors that when Miton stopped the share price will most likely jump.

Herald enjoyed a good top slice too and they have made millions from VRS.

On the strong recent rise from the end of May I can confirm about 5 mill+ shares were sold by funds to the end of July.

That was during a period where bears did the usual lying and attempted scare tactics on top of the supply.

Odd then that it went up very strongly don't you think and the largest short closed on quite a loss.

[adejuk] 27/8/2018 18:35

its wings are made of nanene.
indestructible.

[regasclockwork] 27/8/2018 17:57

I was chatting to a chap called Ivor Small-Fortune yesterday and he told me he is heavily invested in VRS. He says he has no intention of cashing in any time soon as he is a big fan of richardc77 and that Richard had said recently, "Not hard to imagine a £2+ price being that far away. "That's good enough for me" said Ivor.

I said that VRS does appear to be soaring towards the sun, but not to forget what happened to ICARUS.

He exclaimed, "ICARUS! is that another dodgy AIM share that I've missed out on?"

I told him to Google-it or failing that, get in touch with APHRODITES.

VRS could well power ahead from the present 152.5p, but the following is worth noting.

After hitting around 113p in late January, VRS fell back to 62p, a drop of 45%.

If it falls 45% from today's 152.5p, that'll bring it down to around 84p.

IQE on the other hand has already fallen 43% from its high of 181.5p, so hopefully, now, the next throw of the dice will see it 'winging' its way skywards once more.

Just got to hope that its wings are made of titanium and firmly fixed with araldite and not feathers and wax.

Hopefully, all our fears will be behind us following Interim Results on Wednesday. GLA!

[whosaninja] 27/8/2018 17:07

I know iphone does not equal IQE but...

"All three (new iphones) will have the gesture-based control system Apple introduced last year to replace the iPhone home button. They will also feature Face ID, Apple’s system for unlocking the phones by glancing at them."

[high park] 27/8/2018 11:38

I would have pleaded ignorance.

[aimingupward2] 27/8/2018 11:29

Thanks horneblower. Extraordinary! I really wasn’t expecting that anyone would answer my query.

[dr_smith] 27/8/2018 11:17

Thank-you Mark_In.
Around 15.45 - route for lifting Wales lowest incomes:
Drew responds that it can absolutely reach all deprived (Welsh) parts, but referenced social programs sourced from "wealth creation".
To me that implies income for UK PLC..that may or may not filter down to Wales.

I was hoping for comment on the number of employees for the cluster as automation typically means relatively few, though hub member R&R, designers/facilitators, may also require large teams of people, then there are building services needed(unless using LG space) electricians and other trades.
All those staff, probably on good pay, will be spending on goods/services in home areas, so I hope for a good future for Wales, a beautiful place, hit by low incomes for way too long.
Local jobs to me is a proper route for improving the local/Welsh economy, rather than central gov pacifying the low paid with "social programs".

At 25 mins comment on the Bay wind farm being owned by Swedish state owned firm...
Along with Drews opening comment on UK being great at inventing and poor at monetising (or words to that effect) rams home the message we need to keep and grow our UK investments, not sell off the family jewels.

Bukko: As you say, thought provoking.

Shavian: I share your disdain for shorters. Being a bear is one thing, but..
1) wishing co's don't do well for personal gain???
2) promoting false/negative news out of context for personal gain???

It is a question of mindset and being positive for the future, self fulfilling destiny. :-)

[horneblower] 27/8/2018 10:59

aimingupward2

It's a bug in advfn software. It shows the position of the cursor when the chart was saved and is irrelevant.

They were asked to fix it about eight years ago and may get around to doing it sometime in the next five years.

[bukko] 27/8/2018 10:44

There is more from Drew around 16 minutes in about the Cluster and the recent development of China firms outsourcing supply of components from IQE (UK) reversing the usual trading pattern.

The programme is about reviving the Welsh economy and is thought provoking and well worth a listen right through. Especially around the themes of home grown investment v foreign inward investment which is transient or provides little benefit to the economy. Happy to be part of that on top of a great investment!