Iqe Share Discussion Threads

[danatkins] 14/10/2018 12:51

Interestingly the dow closed its gap on Friday so a bounce from here looks good. However traders will short higher above my guess would be around 50 daily ema. From there three things can happen 1) bear trap - I say this as companies selling puts would have needed to hedge on the drop which means selling stock and futures. This may have accounted for the large drop last week and may result in a bear trap. 2) second leg down to make a double bottom in the years trading range then a rip to new highs for Christmas or 3) the beginning of a bear market. Personally I like number 2 with a short above then long. Personally id like to see a devergence before going long. Either stocks will follow what happens state side

[horneblower] 13/10/2018 11:46

I reckon there will be another heavy sell off of the Dow next week. Probably another 6% down to the 23,750 area. It will be interesting to see how the tech stocks weather the storm.

[picobird] 13/10/2018 09:20

Interesting chapter on VCSEL fundamentals. It’s way above my head



As IQE are in partnership already producing Edge Emitters surely they have in mind what would appear to be the next step up,the VCSEL. That’s what this cluster at their location is all about surely. They have the resources at Cardiff Uni & money in the bank perhaps they will go into another partnership ?
Okay so they are developing their own products but they must be eyeing the market demand for the VCSEL.

[bocase] 13/10/2018 08:43

Eenyweeny:

A good post. I see you have a couple of thumbs down so obviously your bullishness has upset the shorters on here, possibly because they fear you are right.

I am not a chartist but have posted on here over the last couple of days (post 21714) that I feel the tide may have turned, partially due to the fact that IQE has risen whilst techs in the US were getting killed, a clear sign to me that shorters were using the general market weakness to begin to close.

The chart needs to turn bullish to bring in more buyers so I agree that this is the best opportunity seen this year for a turn in sentiment.

[eenyweeny] 12/10/2018 22:52

Hi folks.

An observation from a chartist point of view.

The Weekly candle pattern has put in a low at the 1000 day exponential moving average.
So, what does mean. It signals that robots will attempt to trigger buying on a large scale. Now IQE is a piddling little London AIM stock and the robots wont spend too long a time until they give up and go neutral on IQE awaiting whatever the next signal is.
However human beings within the larger trading firms will see this as the best potential turning point for the past six months.
I have a mixed bag of orders in place to buy some on Monday (I wont divulge my exact order settings, sorry).
IF the trading can then produce a weekly candle over next week's trading that confirms a new purely bullish rhythm, then game on. This will obviously be more difficult task than usual due to the larger markets weakness we've just witnessed.
Unfortunately other traders with deeper pockets may be able to counteract any such natural bounce and kill it off swiftly, therefore I am not calling this a bottom but simply the best opportunity for a bottom so far this year.

I will now be watching closely every day as opposed to cursory glancing at IQE charts.

[siborgz] 12/10/2018 21:52

If we get another positive day on Monday then typically the markets will react to some forward momentum on day 4. We could do with an RNS on Monday which gives us that lift. Interestingly how we get a huge lift from the lows of c75p and as soon as we hit 80p today it settles at that point for hours with over 4 million shares traded. Your telling me that this stock is not being manipulated?! Apple are doing extremely well in this turbulent time and with a late rise on the DJ Ind. then I can see next week being a good one for us all! Ps I'm starting to think CFO stands for Can't Find One!

[picobird] 12/10/2018 20:52

Sheep herder
I do not profess to be a techie heavyweight quite the opposite but it seems to me that Finisar are not yet able to manufacture 6 inch wafers to compete with those of IQE both from a yield & spec perspective.
I believe Apple have a second wafer supplier from memory but IQE supply 80%
of the wafers needed by the markets.
There has been no mention that APPL have a foundry running in-house.
APPL have always wanted the best in their products & IQE produce the best wafers with their special sauce.
It seems to me that if APPL are going into the VCSEL production business in the coming years they will want their own foundry know how to the highest specs.
I cannot see IQE accepting a similar deal to the Dialog one because they would want to retain their IP etc & develop it themselves in order to supply new products in the future.
As to what happens between IQE & APPL will depend on the agenda of APPL,
you tell me, but they are saying that they require suppliers to be able to ramp their production as quickly as global demand warrants. If their suppliers cannot
do that APPL will throw their money at the problem & do it in house. We know IQE have the capacity to ramp wafer production but what about that second source that APPL always demand.

Also, Lumentum still have not been linked with APPL directly. Can anyone throw some light on that in view of the fact that IQE supposedly supply APPL through Lumentum ?
Thinking back I recall that Win SC in Taiwan is that missing link.

Why would’nt IQE want to produce their their own VCSEL ?
The more value added to IQE products the higher their margin, but can they do something like that technically ?
You tell me Sheep Herder, you are the techie.

[sheep_herder] 12/10/2018 19:40

picobird, I asked you a question earlier about your view on the synergies between IQE/Apple that would result in a deal similar to the Dialog/Apple one?

Secondly, given you're going down the same path as maxwell, why don't you list the steps needed to produce a VCSEL chip beyond that which IQE do already, and state the reasons why IQE would abandon their business model and try to take on a specialised business that they have no experience in?

[picobird] 12/10/2018 19:29

Interesting article regarding VCSEL’s. They have been around for 40 years but only now
is the demand becoming exponential



I think the future for IQE lies in developing their own VCSEL’s manufacturing facility if it can be done ?

[tomduck] 12/10/2018 19:27

I’m not concerned about them burning just trying to predict when they will move on to make more money. My gut tells me the lows have passed earlier this week

[sheep_herder] 12/10/2018 19:23

Tom, the shorters will exit when they want, aided by the corrupt market makers doing favours for their friends. Outside of some stunning licensing deal, any news is going to bring predictable growth that won't push the needle.

If I had a quid for every numpty on this board claiming that the shorters were going to burn soon, I'd have made more than I have on IQE.

[mhassanriaz] 12/10/2018 18:24

Can we think beyond apple for sometime. This is one area of the business how about all the collerations and acquisitions to expand IP portfolio, How about lithography. What about IOT. There is loads that we can offer and I am very positive Dr. D's silence will bring a lot of good news to the market.

[tomduck] 12/10/2018 17:52

Interesting so you think next year we will still be at these levels? Are you not concerned that sentiment will improve via a reduction in the shorts as they see the bottom is likely in the 70s and low 80s? I think they will find a new toy to play with, and find more money to be made elsewhere.

[sheep_herder] 12/10/2018 17:51

I told you I wouldn't be buying back until next year. Nothing has changed to make we want to buy back sooner.

[tomduck] 12/10/2018 17:48

Sheepherder- You’ve been quiet since you mentioned selling in order to hopefully buy back at 80p.

Have you been tempted back or are you now avoiding IQE?

[sheep_herder] 12/10/2018 17:40

picobird, do you not see that the relevancy of the Apple/Dialog deal is that they were already taking that logic design in house. They already have a team of engineers for digital and mixed signal IC design.

Where do you see the fit with them doing a similar deal with IQE? Perhaps I've somehow missed the fact that Apple now do epitaxy of some sort in house?

[boboty] 12/10/2018 17:05

Looks like T Rowe Price have lent out 3.5 Million shares to? More ammunition for shorters to sell. I think someone is trying to keep the price in check. I think it won’t work and eventually they’ll have to be bought back to create a bigger bounce.

[podgyted] 12/10/2018 16:47

Shorters will simply leave when they're good and ready to do so.

They've reduced on the recent fall in tech stocks - I suspect some are hoping for more opportunities like this in the near future.

[adejuk] 12/10/2018 16:00

the collusion bet the mm and shirters is blatant and if i had the energy i would so something about it. can't be f'd

[regasclockwork] 12/10/2018 15:51

bocase12 Oct '18 - 08:50 - 21712 of 21725

"Yesterday's buying, against the market trend from 2pm onwards, continuing today, could be a result of positivity at yesterday's investors roadshow." -End-

You could be right there bocase and let's hope it keeps moving in the right direction.

However, a similar late move upwards was also experienced by VRS. And, today, although IQE is up [as I write] 1.55p [+1.97%] to 80.25p, VRS is up 22.50p [+17.65%] to 150p.

I'm only making this comparison because they are both being 'invested' in by like-minded 'gamblers'.

VRS is by far the most volatile of the two as can be seen by the spread which has been around 8p and the difference between high & low yesterday of around 45p.

I only have shares in IQE and bought a few more this morning in the hope that we have turned the corner. GLA

[richardc77] 12/10/2018 15:42

I have added yet again today, must have half a Sweenoid by now 😂

The future is bright the future is wafers and face recognition, everywhere