Iqe Share Discussion Threads

[lizslave] 16/10/2018 14:36

Shorts 9.50%

[jamesrowe] 16/10/2018 14:32

With at least 75M shares shorted that is 15 days of solid buying at 5M shares per day..... Or 1 really amazing day if enough sellers can be found.... Hopefully the price will rise first on low volumes leaving even less room for maneuver. :-)

[diplomat65] 16/10/2018 14:25

US investors appear to be encouraged by news of Tim Pullens' appointment. Or was the price jump at 2pm pure coincidence . . . . ?

[tomduck] 16/10/2018 14:23

Timing is everything so they say ;)

[grity] 16/10/2018 14:17

Next Monday(22) will add fuel to the momentum as the sentiment has started changing. Harp stay sharp time for a quick exit for the shorters.

[inv] 16/10/2018 14:15

this should go back upto 125p + very soon

[nimbo1] 16/10/2018 14:13

To state the obvious it looks like the new FD appointment has bought back confidence here - with that comes volume of punters re-entering. Hopefully momentum has now switched.

[blueflame] 16/10/2018 14:04

My wife works at a top accountancy recruitment firm who specialise in high calibre individuals. As Petebogg said earlier these firms have relationships with their clients and it is indeed the firm who make the call. Think of it very much like the way a top footballers agent works. The agent only makes money his money if he churns the client. I know this for a fact even though I despise it ethically. Therefore its highly likely Tim Pullen had his eye turned and the rest is history.

[sheep_herder] 16/10/2018 13:59

Hey, I have a job to do zapa. Can't always pander to you.

To be fair, the 2 possibilities should have been prefaced with IMHO. Still, the facts are there for people to read into how they want. I am but the messenger.

I think he'll have moved on within 3 years but lets hope in the meantime he doesn't turn out to be a lemon.

Tom, we've been hearing about the path to £2 since before you even entered the frame. And given most of my buying was at 40p* onwards, I'm not that bothered about what you think my reentry point will be. Dear me. Talk about obsessed.

*edited for entry price.

[picobird] 16/10/2018 13:58

Once the options have been cashed in.....a takeover, senior managers move on to the next likely prospect. This is a very lucrative path holding a position of options en lieu of salary or both.
At Anite when it was taken over the original CFO who became the CEO cashed in options of £6 mil.....laughing all the way to the bank after finding a buyer. Carrot & donkey come to mind here, much better odds than winning the lottery.....guaranteed.

[kazoom] 16/10/2018 13:54

Could be any number of reasons JamesRowe but amongst them might be that being the CFO of a listed company is higher profile, even if that listing is AIM.

Also bear in mind the view from the AGM that a move to the main market looked more likely, but not until the new CFO was on board.

[jamesrowe] 16/10/2018 13:43

To be fair to SH I am curious why someone with some history of senior finance roles at large companies would leave ARM after only a year to join an AIM listed company....

Either IQE's prospects and/or remuneration package must have been attractive. Hopefully the former!

[richardc77] 16/10/2018 13:26

Tom/Aphro, Yes Sheepy has looked a little foolish here, agreed.

[tomduck] 16/10/2018 13:15

Totally agree Aphro - frankly why would you sell a sizeable holding down at these levels when you know sentiment is changing and the business ramp is coming in 19/20. Savvvy investors have been doing the opposite imo.

[aphrodites] 16/10/2018 12:57

I was going to resist posting until the new year when the new CFO had been appointed and there was more evidence of profits coming through to the bottom line.

But SheepHerder, I just cannot sit back and allow you to publish such a lot of
b----cks all obviously read from the tea leaves at the bottom of your morning cup of char.

Thank goodness petebogg has put you back on the right path and hopefully you will now have a better idea as to how important Board positions like this are filled.

Instead of wasting all our time with such garbage why not give ARM a call and see if our new CFO is still working there or whether he has been put on gardening leave.

With appointments like this, it is normal for a company to ask the employee to leave immediately and to put him on 3-months gardening leave. This is why we should expect him to take up his position early in the New Year.

If he is at home kicking his heels he will more than likely be filling his time looking at what is involved in taking IQE to the full market. I would expect an announcement to this effect to follow shortly after he takes up his position with the company.

What will be very interesting to see is what full package he has been offered. It will obviously include share options and but will fully quoted shares also be included?

I was expecting the shorts to sit on the offer side of the market today in an effort to suppress the share price. But I was very wrong. There are no sizable sellers.

Once the stock lenders see a recovery in the share price is well underway I would not be surprised to see them start to recall stock and make it even more expensive to borrow. That will really put a frightener on the shorts!!!!

[tomduck] 16/10/2018 12:52

Very nice large buy there.

Why I’d invest a lot more than £2k...;)

[picobird] 16/10/2018 12:49

Why I’d invest £2,000 in IQE and this fast-growing small-cap now



Redundancy is something everybody lives with as a normative no matter who.

[diplomat65] 16/10/2018 12:44

Sells still outnumbering Buys so far today yet the share price continues climbing. What a welcome shift in momentum as positive news begins to affect the market. CFO appointed, 2H ramp in revenues nailed on, 20 new VCSEL customers in place, NIL to add to income stream, positive TU just 8 weeks or so away all painting a very rosy future for IQE. With the detectable sizzle of burning shorts wafting our way, 2019 promises to be hugely rewarding to all LTH's who stuck with the BOD and weathered the storm. GLA

[zapa] 16/10/2018 12:44

That shut you up sheep herder.

[lord loads of lolly] 16/10/2018 12:27

sheep_herder - I'm certain IQE's BOD would have done their background research before appointing him. ARM's redundancies will have had more to do with SoftBank bidding too high when it acquired ARM than with its former CFO. Softbank's heavy reliance on the Saudis for investment in its Vision Fund is also looking less than visionary at the moment.

[petebogg] 16/10/2018 12:04

Jobs of this calibre are seldom advertised. The usual procedure would be that IQE engaged a "head hunter" to trawl the market and find suitable candidates. When IQE had approved a shortlist these people would be approached confidentially to find out if they were interested, and then matters would proceed in the usual manner with interviews etc...

But don't let me stop you from proposing more possibilities.... they are all very entertaining on a quiet morning...