Iqe Share Discussion Threads

[richardc77] 04/9/2018 08:35

Run I think that will prove to be wise, mad I wish you well but i’m quite sure you will look back on this in 2yrs and wish you had held. #onlytimewilltell

[mad foetus] 04/9/2018 08:30

I sold out a lot of my holding over the last few days. Still have a few (probably more than most on this board) but no longer have any emotional attachment. I think the jury is out on whether IQE can ever turn their IP and customer base into profits, or whether the capital intensity of the business means it will always be jam tomorrow.GLA, I won't be around much in future.

[runthejoules] 04/9/2018 08:11

Bought more at 93.3%, so they better come good! New CFO soon!

[shavian] 04/9/2018 08:10

TheCrunk: if you really want to tempt Sweenoid out of his lair, show him this, but be careful, because he hates graphene:

[daijavu] 04/9/2018 08:09

It looks as if IQE's time has come and gone.

[bocase] 04/9/2018 05:56

Andyj:

I would agree with you about leveraged trading except that the P.E. of 31 is historic and therefore totally irrelevant given the transformation now underway. The forward P.E. is what counts and that makes them cheap.

[andyj] 04/9/2018 01:14

Plucking prices out of the air to guess the 'bottom' is naive and pointless. Everyone knows they are being shorted and they needed to have more substance in their results. They have been failing to capitalise on heightened expectations since inception and now at a year low, a sense of panic is evident and holders are dumping. At some point they will be oversold but on a PE of 31 are there to be shot at. For those taking out leveraged trades against the momentum of the market, well its a quick way to lose your money!

[bukko] 03/9/2018 22:55

3 Sep '18 - 14:19 - 20396
Belt & Braces

"I do not think Buffet would invest in a company that is heavily shorted or subject to reports such as Muddy Waters? The first sniff of that kind of stuff and Buffet is out?"

Some examples would be appreciated. You seem to know the maestros mind better than Buffet himself.The reason I mention it is that the Sat. Ed of the FT ran an article on shorting a few weeks ago and included a reference to hefty short positions at Apple. You may have missed that and the fact that Buffet bought a large holding in Apple within the last two years and added a further tranche recently.

Short funds frequently lose money or escape without a worthwhile profit. The interesting thing in those situations is that P.Is who try to follow or mimic them invariably get wiped out!

[panic investor] 03/9/2018 22:30

There is still that gap in the 80's to fill

[kazoom] 03/9/2018 22:02

Blimey B n B - that's a conspiracy theory to match our most ardent shortophobes - you're not in danger of "flipping" on us are you? ;-)

[lpavlou] 03/9/2018 21:37

So what do we think has caused a sudden 5% drop in the share price today. The FT report, more shorting, fear of Apple ceasing to use Face ID or just a bad day in the office?I'm 85% long via spreadbets and 15% via shares. Difficult to know where this could fall to but if you take a longer term view, then you don't need to catch the bottom. I thought they would hold at the £1 mark, but what I know. I'll be tempted to keep topping up at in small bites-up again tomorrow at these prices

[thecrunk] 03/9/2018 21:36

Maybe I can annoy Sweenoid out of retirement.

[thecrunk] 03/9/2018 21:35

Sorry meant 50%. From 180p to 90p. Its 100% on the way up and 50% on way down.

Happy days if you bought at 10p.

Not 140p

[poombear] 03/9/2018 21:30

If it was down 100% wouldn't the price be zero?

[thecrunk] 03/9/2018 21:22

It just occured to me IQE is now down around 100% over 9 months. I am down around 50% on a sizeable investment for me.

[belt n braces] 03/9/2018 21:05

Hi Kaz,

Just asked through interest. If true my thinking would be that once folk complain, these guys remember that and may look for an opportunity to get you back. In my view how human nature works?

Having said that, I think the article was good (but I would say that).

[kazoom] 03/9/2018 20:58

Hi Belt n Braces,

I think there were probably two instances in the last year to 18 months both as I recall in relation to the FT.

One was a question bit of write up on Alphaville not by the same author as today; on this one I emailed the alphaville columnist with some comments and he had the good grace to respond (not awfully convincingly I thought, but credit to him for engaging.) Alphaville actually provided a little more balance in an update a few days later.

I can't immediately find the email exchange now, so can't say for sure when this was, but I think it was related to the Matthew Earl "dossier".

I believe there was a second article (not I think Alphaville this time) which got everyone hot under the collar and writing in but again I cannot recall the precise timing. I think by this stage I'd become a bit more resigned to the bs.

Anyway - why do you ask?

Of course there is always the view that there is "no smoke without fire" but as far as I can recall, none of the bear arguments have really played out so far. (Although they are doing pretty well in terms of the share price!!)

[averyb] 03/9/2018 20:52

It likely will reach the Apple Watch also

Whether it'll be the thing that lifts the share price is another matter. One things for sure though, is demand for VCSELs is about to take a massive ramp-up in the coming months and IQE have just invested in upping their capacity to meet this demand. No coincidence.

The dark side have done some serious damage to sentiment here and I don't expect all the further good news on our doorstep to immediately turn things around. But like Mhassanriaz says, they'll struggle to hide from the numbers eventually.

[thecrunk] 03/9/2018 20:24

Will the share price do well if the new I watch has 3d Face ID?

There must be some blue sky here.

Whats the blue sky?

[bargainbob] 03/9/2018 19:57

Still a bit to fall yet guys , it met my target quicker than expected after lack lustre results. Only new to this share , it got recommended to me by a pump and dump firm . Always a worry when the boys are trying to offload shares.
Looks interesting and I will wait a while longer before first purchase. Will wait till it low 80's . If not nothing lost , the write up today was a little disturbing , hence the lower entry price.

[mhassanriaz] 03/9/2018 19:52

Enough has been said by shorters now. The company is busy getting orders, new contracts, Managing events and the CFO of course. Numbers speak louder than words.

[lord loads of lolly] 03/9/2018 19:37

Well said Averyb! The naysayers on this BB should start getting their facts right. Otherwise they'll continue to have zero credibility.

[averyb] 03/9/2018 19:10

Oh dear Bob, do some research please. That's Apple's taptic engine for the touch screen. It's Face-ID's 3D tracking that uses IQE's VCSELs. Of which they're about to release 3 new phones all with Face-ID and likely introduce it to the iPad range too.

So contrary to your belief that they'll no longer need VCSELs, they're actually likely to need 4 times as many. And that's before we even get into the Android market (+ Apple introducing it into iMacs and Macbooks).

[bargainbob] 03/9/2018 19:01

Loads of lolly it was trending on Yahoo yesterday .