Iqe Share Discussion Threads

[lpavlou] 21/9/2018 23:16

Boboty, good link re LITE. They only started the ramp up in June which is the start of our H2, so bodes well for our H2 numbers. We need to be north of £190m for the year and hopefully close to £200m as opposed to the £184 forecast.

[cheek212] 21/9/2018 16:55

If anyone makes an investing decision based upon what they read on a B.B. then they deserve to lose their money! GSA have reduced their short position by the way! Back to 0.54%.

[mad foetus] 21/9/2018 16:44

Guys, can I suggest you have a think this weekend about what to post and what to react to? This B.B. is one of the worst on ADVFN, with endless discussion about shorters, buys/sells, things that have been discussed a million times. If any prospective investor came across this thread they would run a mile.

[regasclockwork] 21/9/2018 15:45

grity21 Sep '18 - 13:15 - 21240 of 21241

"According to lse , 1.9 mill bought,
1.1 mill sold . Obviously more buys than sells is not driving the share price "

"Must be the capital markets day today which Is not going to plan" -End-

Doesn't, seem to have affected VRS. After falling to a recent low of 155.75p [intra-day] yesterday, it has roared back 27.13p to 182.88p today.

Whether it will continue to flourish is anyone's guess, but PI's do seem to be kept up to date with proceedings from management far more than we do with IQE. That could be part of the answer.

[davemac3] 21/9/2018 15:35

something must be keeping the lid on this, nearly everything is up today

[kileleni] 21/9/2018 14:02

According to Simply Wall St there is an estimated 39.4% annual growth in earnings from 2H 2018 onwards. I reckon this would start to show in 1H results 2019? Meantime the shorts need to hold the price down as long as possible to gradually and off the radar unwind their huge positions.

[grity] 21/9/2018 13:15

According to lse , 1.9 mill bought,
1.1 mill sold . Obviously more buys than sells is not driving the share price

Must be the capital markets day today which Is not going to plan.

[belt n braces] 21/9/2018 11:00

In my view: it is the job of the board to run the company to maximise profitability and return for all stakeholders. If they do so, the share price will look after itself.

If you look back over the past few years, nobody can deny the share price has not performed well. But no price goes up in a straight line, IQE are not immune. If all the new plant is installed and sales/margins achieved, then the share price will again go north. In the meantime a large shorter cloud is in the sky. In my view this is not by chance, these guys will have done their homework and until something dramatic changes, it is difficult to see where in the short-term there will be material share price appreciation?

However, if the company is a great one, a fall from the stock price high will not change that. We simply have to take all the facts on board when investing, which in my view includes the short tracker info.

signed,

B&B (muppet poster)

[thecrunk] 21/9/2018 10:44

I am an activist. I know Drew Nelson reads this board.

[tonsil] 21/9/2018 10:36

Crunt, You are one of the few getting raped here because you bought on the back of a massive spike upwards when it was near the top. Ever since you've found something to whinge about most every day. What was one of the best most informative threads has since degenerated to a whinge fest.

[lord loads of lolly] 21/9/2018 10:29

bbonsall - sure there's manipulation going on - and the current lack of a CFO to mount a robust defence isn't helping. But there's little to be gained from complaining, as there's nothing investors can do about it. The CFO issue is short-term only. Shorters are here to stay, but as Ocado aptly demonstrates, they sometimes get it badly wrong. So if you're still confident in the management & technology, concentrate on this and forget the rest.

[bbonsall] 21/9/2018 10:23

To support my point, do you think the share price lurch down again this morning is not being manipulated? The rest of the market is having a positive day!

[thecrunk] 21/9/2018 09:57

We will continue to get raped until we have a CFO i am.afraid

[boboty] 21/9/2018 09:30

Lumentum is moving -

Iqe supply lumentum qed

[petebogg] 21/9/2018 09:28

fingers... that is most interesting; I've long thought that with the daily movements of IQE that money must able to be made by the strategy you have just tested, and so it has proved. However, can you tell me what criteria you used to trigger a buy or a sell?

[lord loads of lolly] 21/9/2018 09:24

geolin1 - have to disagree I'm afraid. Investors must take responsibility for their own decision-making, rather than being unduly swayed by others. Something is only a criminal offence if it breaks the law. And freedom of speech means people can voice any opinion, providing they stay on the right side of the law. House brokers are often equally guilty of spinning the positives and overlooking any downsides. So are they criminals too in your book? Anyhow, all this talk of shorting is rather boring and it also won't get investors anywhere. So let's all give it a rest and concentrate on the technology.

[lord loads of lolly] 21/9/2018 09:15

bbonsall - Thanks, but whilst the lack of recent reporting may seem out of kilter, I don't think you should draw any conclusions from that.

[fingers xxd] 21/9/2018 08:59

Diplomat65 - The 12 mth trading challenge ended on the 24th Aug - I posted an intraday chart last night - (FXD1 is simply a chart thread - news reports & fundamentals are on this thread)

[geolin1] 21/9/2018 08:57

The short report system like the Libor report system (many of them in jail today), it has the potential to be corrupt and dishonest. It is a discretionary report system without a hard fact system to verify what they are reporting.

[diplomat65] 21/9/2018 08:52

Couldn't find any current charts or news content/updates beyond one trade in August 2018. Am I missing something?

[geolin1] 21/9/2018 08:41

Shorting is not different from robbing a pensioner or a widow. The only difference is that there is no violence or physical contact, but the case is similar. For example, if a shorter come to your home or call you by telephone and convince you to sell your shares through fake news, intimidation, fear, dubious reports, and the rest, they should be arrested and prosecuted, if later it is shown that it was all false. The fact that is done through the market it does not make it less of a crime.

[bbonsall] 21/9/2018 08:39

Lord loads of lolly.
The only evidence I have is that, after reporting almost daily, there have been no reports for 15 days. During those 15 days the share price has been below 100p. I find it hard to believe they have not been taking the opportunity of cashing in big profits. The lack of reports is suspicious.

[nickwild] 21/9/2018 08:32

2 buys 300K and 600K

[lord loads of lolly] 21/9/2018 08:30

bbonsall - Shorters prey on fear. So the more shareholders react to their scare stories, the more they'll issue them. A bit like annoying wasps, they're here to stay, but best ignored rather than swatted which will only aggravate them. Also, you say shorters have been reducing without reporting for the past 15 days. I'd be interested to know your evidence for this, as I'm not sure there is anything conclusive? I don't share belt n braces' view that shorters base their research on facts. There are two sides to most arguments. By only highlighting the negatives (shorters) or positives (house brokers), investors are equally poorly served. So do your own research, weigh up the two sides, then decide whether to invest or divest.

[bbonsall] 21/9/2018 08:08

Belt n Braces
The “facts” chosen by the likes Muddy Waters were very selective. In other words they said nothing about the prospects of IQE. The “facts” they chose to emphasise were a tiny fraction of the total facts. In other words they chose what they knew would bring the share price crashing down because they were short, or their mates were. Remember IQE issued a good response which did shut them up, but the damage was already done.
This is the manipulation I complain of and the FCA should jump on. I keep on saying it is akin to insider trading because shorting hedgefunds take a position and then they act to make it come true. Brokers may say things but they don’t trade and use bots or get their mates to make statements. Most often brokers statements don’t shift the share price, as is true now with predictions of SPs in the 180s or 190s which are not happening are they?