Iqe Share Discussion Threads

[calmarg] 30/9/2018 11:31

hxxps://patents.justia.com/assignee/iqe-plc

Guess this is the patent for it

Layer structures for RF filters fabricated using rare earth oxides and epitaxial aluminum nitride
Patent number: 10075143
Abstract: Layer structures for RF filters can be fabricated using rare earth oxides and epitaxial aluminum nitride, and methods for growing the layer structures. A layer structure can include an epitaxial crystalline rare earth oxide (REO) layer over a substrate, a first epitaxial electrode layer over the crystalline REO layer, and an epitaxial piezoelectric layer over the first epitaxial electrode layer. The layer structure can further include a second electrode layer over the epitaxial piezoelectric layer. The first electrode layer can include an epitaxial metal. The epitaxial metal can be single-crystal. The first electrode layer can include one or more of a rare earth pnictide, and a rare earth silicide (RESi).
Type: Grant
Filed: November 2, 2016
Date of Patent: September 11, 2018
Assignee: IQE, PLC
Inventors: Rodney Pelzel, Rytis Dargis, Andrew Clark, Howard Williams, Patrick Chin, Michael Lebby

[yankeekraut] 30/9/2018 10:54

Although this stuff is too technical for me to really understand, The IQE purchase of the cREO technology & IP, after developing it for the last 3 years and the conditions of the purchase, which are significant considering this stuff is still not generating any revenue - IQE must be pretty confident that this will be a "game-changer" over the next few years. Good that they stopped the IP / technology from getting into the hands of the competition.

[lpavlou] 29/9/2018 21:40

This is one for the future. GaN will be the next big hit for us.STMicroelectronics and Leti to co-develop GaN-on-Si diode and transistor architectures for power conversion applicationsSTMicroelectronics of Geneva, Switzerland and micro/nanotechnology R&D center CEA-Leti of Grenoble, France are cooperating to develop and industrialize gallium nitride-on-silicon (GaN-on-Si) technologies for power switching devices, whch will enable ST to address high-efficiency, high-power applications, including automotive on-board chargers for hybrid and electric vehicles (HEVs/EVs), wireless charging, and servers.The collaboration focuses on developing and qualifying power GaN-on-Si diode and transistor architectures on 200mm wafers, a market that research firm IHS Markit forecasts will rise at a compound annual growth rate (CAGR) of more than 20% from 2019 to 2024.In the framework of Grenoble-based Technological Research Institute Nanoelec (IRT Nanoelec) - an R&D consortium headed by CEA-Leti focused on information and communication technologies (ICT) using micro- and nanoelectronics - ST and Leti are co-developing the process technology on Leti's 200mm R&D line and expect to have validated engineering samples in 2019. In parallel, ST will set up a fully qualified manufacturing line, including GaN/Si hetero-epitaxy, for initial production running in ST's front-end wafer fab in Tours, France, by 2020.In addition, given the attractiveness of GaN-on-Si technology for power applications, Leti and ST are assessing advanced techniques to improve device packaging for the assembly of high-power-density power modules."Recognizing the incredible value of wide-bandgap semiconductors, ST's contributions in power GaN-on-Si manufacturing and packaging technologies with CEA-Leti move to arm us with the industry's most complete portfolio of GaN and SiC products and capabilities, on top of our proven competence to manufacture high-quality, reliable products in volume," says Marco Monti, president of STMicroelectronics' Automotive and Discrete Group."Leveraging Leti's 200mm generic platform, Leti's team is fully committed to supporting ST's strategic GaN-on-Si power-electronics roadmap and is ready to transfer the technology onto ST's dedicated GaN-on-Si manufacturing line in Tours," says Leti's CEO Emmanuel Sabonnadiere. "This co-development, involving teams from both sides, leverages the IRT Nanoelec framework program to broaden the required expertise and innovate from the start at device and system levels," he adds.In February, ST also announced another development of GaN-on-Si for RF applications with MACOM Technology Solutions Holdings Inc of Lowell, MA, USA (which makes semiconductors, components and subassemblies for RF, microwave, millimeter-wave and lightwave applications), for MACOM's use across a broad range of RF applications and for ST's own use in non-telecom markets. The RF GaN-on-Si is – for now, at least – better suited to 150mm wafers. Because they produce low switching losses, GaN technologies suit higher-frequency applications.Expect range revenue to ramp up in 2020.

[jimboyce] 29/9/2018 17:55

Yes, Coltrane are sitting on a healthy profit now, if they bought at 1.18 which was the price in July they are about 35p a share in the money, on 26 million shares that makes about 8 million profit. I am surprised that they have not reduced, but get the impression that they are a relatively small outfit, and have taken their eye of the ball here. I know they were involved in financing a new lending bank in London recently and perhaps this has diverted their attention. I would like to know more about them.

[grity] 29/9/2018 11:17

Problem regardless what the dilution results in , increasing shorts is making the share price tank , but decreasing is not having a reversal effect .

So nothing but a stonking Tu in December is going to stop the rot imho

[dr_smith] 29/9/2018 10:53

Get some coffee Zingaro, you started off good, but 1/2% (.005) disolution of a 1% holding becomes 0.995%.
..or are you pocketing the difference?? ;-)
Dave

[zingaro] 29/9/2018 08:32

Holdings would change by 4/765 = 1/2% so that a 1% holding/short would become 0.98%. The daily change in Wace's short is 5 times larger than the dilution effect.

[arrash] 29/9/2018 08:05

By issuing 4m+ share they have a total of 765,351,668 shares. Whether you are long or short it would change % of your position & expect next week to get noticification of this from both long & short.

[tangler66] 28/9/2018 22:09

Arras
Surely the reduction would apply to all declared shorts.
Also the numbers don't stack up.
Good idea though.

[arrash] 28/9/2018 20:46

The reduction in % of short is to do Iqe issuing new equity for the settlement of as indicated in recent released news.

[cyberdog1979] 28/9/2018 17:14

Ha, cheek212 i like your style

[cheek212] 28/9/2018 17:00

Just for cyberdog's benefit, Marshall Wace have reduced their short again by 0.1% yesterday, now down to 0.99%. It's about time the other guys started reducing as well!

[owenga] 28/9/2018 16:38

Unbelievable how shorters control the share price pushing it down in the last 15 mins of the day.

[regasclockwork] 28/9/2018 14:47

I'm not for one moment suggesting that IQE's CEO starts 'twittering', but VRS's 'boss' does answer many questions [by that method], put by PI's and it seems to be paying dividends. PI's over there are obviously pleased that their questions are not falling on deaf ears. Even if the subject is as boring as 'shorting'. Here is a sample:

maisto28 Sep '18 - 13:44 - 37169 of 37175
0 8 0
love it! for those who are not on twitter:

Neill Ricketts
@neillricketts
4 hours ago

Replying to @timkempster

Think the fca are going to be more interested in the number of short positions opened on Friday to be honest judging by arvfn (sic), I don't agree with shorting, ie borrowing stock that may or may not appear but you are all grown ups -End-

It would be encouraging if our lot just said, "We haven't gone away".

[meijiman] 28/9/2018 14:38

I think the nomad and broker have not served the company well; though you never know -the company may have ignored advice.

[cyberdog1979] 28/9/2018 13:16

Itll be about shorts of course, isnt that all we speak about on this board?

[cheek212] 28/9/2018 12:44

It a bit like your predictable seven posts about everyone talking about shorters on this BB. What will your 8th post be about I wonder??

[cyberdog1979] 28/9/2018 12:20

If only the share price was as predictable as the chat on this page wed all be millionaires off the back of IQE. Daily comments re shorters so monotonous. Anyway im off for an APPLE, oh that reminds me!!!

[squire007] 28/9/2018 11:52

In my opinion there will be tree shakes galore for a few weeks ..... don't panic.
Those who got more in low 80's will reap a 50% mark-up in a no time ... GL

[boboty] 28/9/2018 11:38

Their paper profits will evaporate when they start to sell in bulk. It’s all an illusion. The only winners in the end will be the banks/investment/hedge funds who rented their shares out to the short sellers. Iqe has lost out by having to use more shares to buy the ip last week they have also lost some credibility; the normal share holders will have lost sleep with worry - though they should if they hang on get their money out and more in the end; the short sellers will, I believe, be the biggest losers as the share price rockets when they try to exit.

[squire007] 28/9/2018 11:06

The end game is the battle between shorts to exit the building .. Baskets!!!
But good news when it gets tricky for them ... lol