Iqe Share Discussion Threads

[toffeeman] 24/9/2018 15:24

(OT) Saw Adam Rutherford yesterday talking about his new book - sounds fab

[meijiman] 24/9/2018 12:34

Yes VRS is a good example of how to do it. Huge valuation as very timely with news/updates/tweets etc. Could all end in tears though.

[rathean] 24/9/2018 12:11

I popped in here for some in-depth IQE discussion but it's all a bit kicking the grass... I guess the bod still haven't got the hang of PR yet? Difficult to read the chart, looks like an inflection point approaching within a downward trend, can't decide whether to dip my toe or wait for the shorters to pull it back into the 60s...

[hoverflyman] 24/9/2018 11:14

VRS nanoplatelets aren’t misshapen, they are beautiful with the right aspect ratio for dispersion into other materials. Difficult to do that with a toilet roll of MOVCD :)

Edit: might do rather nicely though for PV panels etc!

[tonsil] 24/9/2018 09:54

While you're at the AGM you might ask VRS whether the MIT process for making continuous rolls of proper graphene using MOCVD renders the VRS process for making a bunch of mis-shapen fragments somewhat worthless?

[hoverflyman] 24/9/2018 09:49

Regas, I enjoy your wry posts especially when there is not much else of consequence on the board (e.g. when Crunk proclaims).

[sailastra] 24/9/2018 09:12

Is that the best you can come up with...
Referring to regular no one else

[sailastra] 23/9/2018 22:55

Cotswold, you are right. But I am an aggressive and sometimes the itch is overwhelming and I reach out. So for now I will not scratch the crunk at the back of my neck as that would be churlish.
Time for bed...

[cotswoldsparky] 23/9/2018 22:03

sailastra,

Rule #1: Do not feed the troll. Rule #2 If in doubt, refer to rule #1.

Regas is the cut 'n paste king - he contributes nothing original or worthwhile to the discussion. He has, however, mentioned DS's share sale @157p at least 18 times! In his delusional world, the number of shares sold has gone up from 100k to 500k! Sad and pathetic! The less people try to engage with regas and his ilk, the better, IMHO.

CS

[thecrunk] 23/9/2018 20:20

By the way. Superg1 over on VRS sounds a lot like sweenoid. Tone, content, length, technical detail, rampmeister delux. Just saying......

I would not be suprised if they run the same pump, short, dump scheme om VRS

[milly17] 23/9/2018 00:25

Winnings1 are you a shareholder or just Dave’s other stalker?

[bocase] 22/9/2018 15:13

"These 'events' have now all taken place.

As far as I can make out, we have had no feed-back from IQE regarding these conferences. Question is, should they be informing us of what went on - or is that asking too much?"

Seems it is asking too much. At risk of being called a whinger I venture to suggest that the share price would be a lot higher than it is now if management updated the market regularly. In the absence of any news flow they are providing an open goal for the shorters and a heavily shorted share leads to lack of confidence in the company, rumour mongering, speculation and negative press comment which is bad for the share price and bad for business.

[regasclockwork] 22/9/2018 14:38

From IQE's own 'Events' board:

Events
IQE actively participates in a number of key stakeholder events each year. In addition to the events listed below, the company regularly hosts customer, employment and investor events at its facilities around the world.

Credit Suisse Conference
04 September 2018 to 06 September 2018
IQE will present at the Credit Suisse Technology Conference in Taiwan in September 2018.

Deutsche Bank Tech Conference
06 September 2018 to 07 September 2018
IQE will present at the Deutsche Bank Tech Conferenceing London in September 2018.

Power Up The UK
13 September 2018
IQE will present at the Power Up The UK Conference by The Bessemer Society in Cardiff September 2018.

Capital Markets Day
21 September 2018 to 21 September 2018 -End-

These 'events' have now all taken place.

As far as I can make out, we have had no feed-back from IQE regarding these conferences. Question is, should they be informing us of what went on - or is that asking too much?

[jamesrowe] 22/9/2018 14:25

Good spot Tini. The article says that Luimentum has a trailing price-to-earnings (P/E) ratio of 15.7 and a forward P/E of just over 11. Am I wrong in assuming that this sounds cheap considering the potential growth in this market and makes IQE look expensive in comparison?

[tini5] 22/9/2018 11:38

Big up for Lumentum

[lpavlou] 22/9/2018 09:43

If the additional sales come from the photonics division, then these will feed into higher levels of profits as we still have decent margins on VCSELs

[lord loads of lolly] 22/9/2018 08:57

lpavlou - yes, it would certainly be good to beat the sales forecast by that amount. But I'm far more interested in profit figures going forward, as that's what'll drive the share price.