Iqe Share Discussion Threads

[kazoom] 16/10/2018 20:35

No thumbs down from me on this occasion ade -

As for once you were not whinging on about market manipulation and evil shorters - who apparently will spontaneously combust as soon as the price starts to rise.

However, the "whoop whoop X pence by some random date" type of posts are not really that helpful either (not just you either Ade).

Yes we are in an astonishingly bullish position of having 3 'up days' in a row and being up nearly 10% in those three days.

Nothing of this magnitude has been seen since .., well since ... August. (when the price 'soared' from 98.9 to 112.5)

Yes this might be the long awaited turnaround, but then again it might not.

Time to take up Tai-Chi and come back in 18 months time.

[hoverflyman] 16/10/2018 19:10

Ade, don’t worry about the odd thumb down, probably a mistake! Once mistakenly posted, I don’t think you can retract a post whether “blue” or pleb.

Edit: Ha ha! For a completely anodyne post I get thumbs down from a blue pleb.

[richardc77] 16/10/2018 19:03

Yep, Apple full rollout this year, this year top end Android rollout, next year mid range, then imo we will see FaceID style tech on a whole range of consumer electronics the year after, by 2021 it will be everywhere and the factory will be full of the lovely 6” wafer making machines...

2020 onwards 5G ramp.

Things look great for IQE going forward after this share price correction, and if sentiment swings back the other way, it could be the perfect storm all over again.

[woracle] 16/10/2018 18:59

The 3rd Android phone with 3D face ID and by far the most mainstream.

hxxps://www.wired.co.uk/article/huawei-mate-20-pro-vs-iphone-xs

Samsung Galaxy S10 and Huawei P30 are the top selling flagships to follow very soon. OPPO have it in the Find X. Xiaomi have it in the Mi8.

So 3D face ID will be in the top 5 brands.
Samsung, Huawei, Apple, Oppo & Xiaomi

No doubt they will start appearing in the midrange next year also.

[adejuk] 16/10/2018 18:38

why the thumb down?

[adejuk] 16/10/2018 18:29

100p by xmas will be a cause for celebration :-)

[adejuk] 16/10/2018 18:27

i can't spend it in waitrose but i feel more bullish than i have for some time
2p a day for 30 days will suit me fine but 1p a day till xmas is just as good
gla

[mhassanriaz] 16/10/2018 18:02

I have been saying 90s from the past couple of days and finally we have hit the number today although it did close slight lower. We are likely to see 100p-105p in a breeze. Next shorter to rattle is likely to be Valiant they are seasonal shorters.We need news on adding more clients and also tapping more revenue streams from other areas of the business such as Litography.I dont mind NDAs but we need to secure more markets. Good luck all

[mad foetus] 16/10/2018 17:18

SPE is a wonderful company and everyone that uses its software seems to keep using it, but whether it has any use to IQE, who knows? They may be a bit small, many if SPEs clients are truly huge.

[aimingupward2] 16/10/2018 17:16

Does anyone else here also hold shares in Sopheon (SPE), or even know of it’s award winning ‘Accolade̵7; software for managing and maxising the potential of company innovations?

Sopheon (LSE: SPE) partners with customers to provide complete Enterprise Innovation Management (EIM) solutions including software, expertise, and best-practices to achieve exceptional long-term revenue growth and profitability. I find myself wondering if IQE’s directors know of them and whether they might benefit from getting together. Any thoughts anyone?

“Sopheon’;s Accolade® solution provides unique, fully-integrated coverage for the entire innovation management and new product development (NPD) lifecycle. For the first time, businesses can access a single source of the truth across strategic innovation planning, roadmapping, idea and concept development, process and project management, portfolio management and resource planning.

Sopheon’s solutions have been implemented by over 200 customers with over 60,000 users in over 50 countries. Some of the biggest and best known companies and brands in a variety of industries have implemented Sopheon’s Accolade solution with highly successful business results. Our professional services team has accumulated significant experience and best practices from these companies that is included in our solution and consulting services.”

[bocase] 16/10/2018 17:13

Wendy:

For automatic entry into the FTSE 250 a company must currently have a market cap. of £773m. IQE's is current £643 so a little shy. Shares need to be in excess of £1.05 but they would not want to be relegated at the first re-shuffle so would expect management would want to see shares around the £1.30 - £1.50 level before entering the FTSE 250

[tomduck] 16/10/2018 16:52

Macom, Lumentum et al nicely up in USA more to come for IQE this week methinks as sentiment is a changing ;)

[dr_smith] 16/10/2018 16:37

I caught sight of Tim Pullens diary earlier:
-----------------
Monday. New job confirmed. Celebrate down boozer. share price up 5%, so the City must like me.

Tuesday. I reflect on what is expected of me and the challenges ahead. share price up another 5% as more City boys hear about me.
Wow. Haven't shown my face yet and I've turned the company around. :-)

Note for self: Not sure where in England Newport is. Buy map.
---------------

[wendybatt1] 16/10/2018 16:32

Is there any minimum capital requirement for entry into the 250?

[cheek212] 16/10/2018 16:18

I don't think it's updated correctly. The dates and figures are wrong for the last week.

[richardc77] 16/10/2018 16:18

James, I don’t think we will get a clear picture til the end of next week

[jimboyce] 16/10/2018 16:12

At the mention of 'main market', the shorters will head at full steam to the hills. They really don't want that to happen, but I think it is now a cast iron certainty.

[jamesrowe] 16/10/2018 16:01

Coltrane just pushed it back to 10% although I don't understand the maths as it was 9.5% and they just increased by 0.12% and Odey just increased to 0.5% again although the date still shows as 28 Sept. Is there some very late reporting going on....?

[richardc77] 16/10/2018 15:55

So that 600,000 buy was at 87.5p...I wonder if we get some late reported trades today. we must be getting close to going under 9% notifiable shorts now...

[blueflame] 16/10/2018 15:23

As Grity mentioned, the new android 'Huawei Mate 20 Pro' is being launched today at the O2(wrong choice of compare)do we now have 2 android phones using VCSEL's, after the Xiaomi Mi8 announcement in July, or do we have more?

[adventurous] 16/10/2018 14:54

Just maybe Tim decided he preferred the top dog position of UK listed company going from strength to strength rather than just one of many companies under the Softbank conglomerate. Perhaps he lost confidence in the Japanese CEO or maybe he was nervous about the deep ties with Saudi Arabia, especially as their shares have plummeted over the past few weeks.


So many maybe's, but maybe, it's because IQE were very selective in ensuring they got the right experience for where they are heading and did not want to take the chance on someone learning on the way up! with hedge funds ready to muddy the waters upon a slight bad rumour.

Lets face it, to be a successful investor, you have to be a glass half full type of person. So I believe Tim is the right chap at the right time.