Iqe Share Discussion Threads

[rivaldo] 14/9/2018 09:57

The Capital Markets Day on 21st September should provide another trigger for further institutional buying - IQE should have plenty to shout about given the increased presence on the new iPhones and the growing new business on Android.

[rathean] 14/9/2018 09:41

Sold out this morning for a nice gain. I'm not confident enough yet in the management to add these to my SIPP. Looking for another lower entry point, happy to be proved wrong.

[davemac3] 14/9/2018 09:36

crunk seems to think we are all bothered about what he does with his cash

[tomduck] 14/9/2018 09:19

90 seems to have some resistance.

[sailastra] 14/9/2018 09:04

Crunk

Your timing seems to be spot on re your recent IQE VRS long short in out trades, master of the universe stuff...It would be credible even, if you posted when you had done the deals rather than a day later given the benefit of hindsight. But please don't bother. As you have no more idea than a rabbit in head lights.

[diplomat65] 14/9/2018 08:58

I remember one of IQE's staunchest supporters and respected contributor to this BB becoming quite agitated any time questions were asked about IQE taking an interest in Graphene.Shame he's no longer around to comment on this item posted on the VRS board a few hours ago - hTTp://www.iqep.com/innovation/graphene/Neil Ricketts CEO at VRS was in South Wales recently and there was speculation of his company joining the Compound Semiconductor Cluster/Catapult hTTp://csa.catapult.org.uk/Given the strong interest Teresa May has taken in VRS and the unique secondment of two of her senior civil servants from the DIThTTps://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/VRS/13649635.htmlthe closer the relationship formed by IQE and Versarien the better. There may be some protection afforded to VRS and other emerging U.K. tech companies, by Govt intervention should VRS find themselves subjected to the sort of destructive shorting practices currently being perpetrated by T Rowe Price on IQE.

[thereptile] 14/9/2018 08:54

Fortune favours the brave ( or really just those who believe in and understand what
This company is doing). Nice 10% return for those who bought at the recent low ( not me obvs ). Role reversal with vis for now.

[tomduck] 14/9/2018 08:47

I’ll be interested to hear from Sheep Herder if he has bought back in after selling all between £1.20-1.50? Or are you waiting for it to go lower than the 80p it was yesterday?

[mad foetus] 14/9/2018 08:20

I have been buying back in since yesterday afternoon. Once this breaks 90 could run up nicely

[garyjonesltd] 14/9/2018 07:28

thecrunk (Filtered)

Far too much JACKANORY!!

[cotswoldsparky] 14/9/2018 06:56

Hindsight's a wonderful thing, isn't it...

Please Mr. moderator, can we do something about crunk. No need for posts like that

CS

[rivaldo] 14/9/2018 06:55

Nice mention in today's Times market report:



"Apple boots up its suppliers

Apple’s launch of its iPhone X models spelled a positive run for IQE, the UK maker of semiconductors.

The US technology company confirmed on Wednesday that it has ditched the fingerprint sensor in its three new models and will use facial recognition instead.

Analysts said the announcement means IQE’s vertical cavity surface emitting lasers (VCSEL), used in facial recognition technology, will be in all iPhones, having previously only been used in the top-of-the-range X model.

Shares in IQE rose 4¼p, or 5 per cent, to 88½p as investors factored in the potential for IQE’s technology to be used in other products.

“IQE remains the market-leading VCSEL relevant wafer manufacture and, even with significant market share shifts, the industry volume growth is enough to sustain high double-digit growth for the company,” analysts at Peel Hunt said."

[tini5] 14/9/2018 06:55

Find that last comment highly offensive, please edit your post to remove it.

[regasclockwork] 14/9/2018 00:30

thecrunk - 13 Sep 2018 - 16:23:39 - 20972 of 20995

"Sell while you still can. To be honest I went short because I know all share prices do exactly the opposite of whatever I do I just wanted to help you. Did i miss something. Dodgy Drew appoint a CFO while I was having an afternoon nap?" -End-

crunky, were you having your afternoon nap in a hammock in Zimbabwe or are you back in London now?

You posted 'just' 8 times today [Thursday] and ALL those posts were on here - none on VRS where you say you've switched all your IQE money to. I would have thought that you would be concentrating all your efforts on that one now, but it seems not. They must be missing you over there. Please spread yourself around a bit, it's only fair.

IQE was up 4.25p [+5%] on the day while VRS was down 1.60p - a rare thing of late. The worm may well have turned.

[lord loads of lolly] 13/9/2018 23:06

podgyted - Whilst it would be nice to think that, a 5-10% fluctuation in IQE's daily share price is commonplace. But unless you think the shorters know something we don't, they won't dictate IQE's value in 1-2 years' time. So assuming you're a LTH, I'd recommend focusing on the end prize & screening out any short term noise.

[lpavlou] 13/9/2018 22:43

I expected the share price to open at the level it closed. Very hard to work out what caused the initial drop give. The positive APPl news last night. It's impossible to catch a falling knife even if there is no real logic to the fall. Best to dip in often as opposed to buying in one lump sum as it reduces the overall risk. I'll keep topping up in small amounts as the long term story is strong. Short term price fluctuations are difficult to Corp with as paper losses still hurt as there is always an opportunity cost.

[podgyted] 13/9/2018 22:20

Is it just me that thinks a 10% intra-day movement is indicative of the start of some closing of the short position?

[boboty] 13/9/2018 21:47

Gritty - great article - and very relevant for Iqe in lots of ways - I especially like the last bit talking about market manipulation and the hedge funds. I think the ft and investor chronical have a lot to answer for as they regurgitate false impression dressed up as fact.

[grity] 13/9/2018 21:21

Seems like all the fake journalism, news & rumours is what has been helping the hedge
Funds manipulate the share price however we PI are going to have the last laugh as the proof
Is in the pudding with the Trio .

Here's a clip from applinsider


Killing the phony story of iPhone X pricing and demand


Over the past year, specific, high-profile journalists at the Wall Street Journal, Nikkei, and Bloomberg composed multiple and parallel false stories that claimed that Apple's new iPhone X didn't offer enough new "innovations" to interest buyers and was far too expensive to sell in meaningful quantities —the total opposite of reality.

They put their reputations on the line to rush out a story that might have been true, if their logic had been founded in reality rather than just invented conjecture. These weren't simply analysts spewing out made-up ideas hoping that some of their thoughts would end up looking intelligent after the fact. These were reporters who falsely portrayed their writing as factual, professional journalism—reporting, not invention.

To the surprise of many, they were totally wrong, as iPhone X left the gate outselling Apple's other, more affordable models (including the similarly fast and wirelessly-functional iPhone 8 and the much cheaper, year old iPhone 7, as well as the cheapest-ever iPhone SE).

However, after the initial holiday quarter, writers at those papers continued printing stories that suggested they'd done some research or observation into iPhone X sales and found problems with ongoing demand. They also created reports suggesting evidence that Apple was slashing production of iPhone X, creating waves they claimed to have observed among Apple's suppliers.

But, those reports were false. And they were repeated anyway. They were not accidents or mistakes. They were false, and they appeared malicious, not mistaken.

Rather than reporting what was actually happening based on facts and research, these establishments were simply concocting tales of what they hoped —or perhaps guessed —might happen based on nonsense and whispers. None of these people acknowledged these false reports.

The reporting of the Wall Street Journal, Nikkei, and Bloomberg can no longer be trusted to be accurate, impartial and honest, particularly when they attack Apple and report on what they imply are facts ascertained from Apple's supply chain. They could not have been more wrong, and have still not explained why they published garbage-whimsy as factual data sourced from people supposedly "familiar" with what was actually happening.

If these writers held any other job and made a mistake of this magnitude, over and over, they would have been fired as incompetent. They kept forwarding a story quarter after quarter as it was proven wrong publicly over and over, maintaining all the while that they had some special insight or access into the industry they they clearly didn't have at all.

This year, as Apple gears up to unleash its second generation of iPhone X models, the hyper-scrutiny of its unit mix and the contrived supply chain mumbo-jumbo of analysts and these disgraced journalists should have even less impact on the perception of Apple's business.

It increasingly doesn't matter what Android proponents argue and insist. Apple has never had more market power and clout to deliver the future of technology. And Android has never been more boring.

[panic investor] 13/9/2018 20:02

Nice bounce off that gap - nearly as perfect as you could get

[adejuk] 13/9/2018 19:04

still holding 150k
will wait till they die

[richardc77] 13/9/2018 19:04

Clever /mhassanriaz, they say timing is everything! I’ve been adding since low £1s and feel very happy about it 😉 Takes my average up mind as bought most at 20p 🙈

Reading reports today on the new FACE ID iPhone trio the excitement seems to be around the cheapest £749 phone which bodes well, first time the cheaper phone has gained this much interest which will no doubt bring Apples average sale price down but bring more customers in. Volume is all we care about...

[adejuk] 13/9/2018 19:03

don't be fooled
tmrw the prob is that they will try to push this to 70p
never catch a falling knife

[realcooltrader] 13/9/2018 18:57

Enter modicum of patience! Bought £20k's worth today, rude not to at this share price