Iqe Share Discussion Threads

[thecrunk] 27/11/2018 14:20

What of the trump 10% tariffs on I phones? I think its why apple went for Finisair.

Does it not put value on the chinese trying to aquire IQE

[aphrodites] 27/11/2018 14:12

CHEEK

Quite right. Thank you. Wrong use of the word and I have changed.

[tomduck] 27/11/2018 14:07

There is some truth in that BUT what it has presented us with is an opportunity to increase holdings and for anyone with even a mid term horizon this will be noted in a few years as a bit of a gift.

[rostam60] 27/11/2018 13:55

What annoys more than anything is the fact that we can be a truly epic company. We have fantastic products, some with 90% share of the market!
What is missing? If IQE was in California, it would be worths billions by now.
With all the fantastic assets we have, we lack an aggressive American style management team to take us to the next level. May be this is what shorters saw and I/we missed.
I am no expert on management at this level, but I find it amazing how the bod miss-handled even the recent episode of a dip in share price AIMHO.

[tomduck] 27/11/2018 13:32

People are so short term, what happened to long term investing? Just look at Warren Buffet if you want a good reason not to think just “today” and overthink things...it’s where the serious wealth is made

[cheek212] 27/11/2018 13:23

Irrevocable?????? Steady on old chap - I hardly think a drop in share price is now irrevocable! It's already climbing back up.

[aphrodites] 27/11/2018 13:17

mhassanriaz

None of us want a takeover at this stage. But the immeasurable damage to the share price, caused mainly by the "shorters", has laid IQE well open to a predator making an unwelcomed bid for the company.

The Board has only themselves to blame for getting us in this position and they will find it difficult to defend such an approach.

All the institutions which put money up at 140p must be well and truly p---ed off.

Any bid around 160p might well see them pull the plug.

What would be interesting then, is to see what sort of defence the Board puts up. That is of course, if it puts up one! If it does and it losses, we will all be asking why it did not keep shareholders better informed before the bid.

The recent positive move in the share price indicates something is going on. I would not be at all surprised to see the Board announce they have received an approach. Remember, the Stock Exchange rules require them to announce immediately any sort of approach.

[boboty] 27/11/2018 13:07

I agree but if two of the large shareholders come together it may be out of our hands.

[mhassanriaz] 27/11/2018 12:50

I am not keen on take over and in my opinion take over bid at this stage will be rejected. We have the capacity and intellect to deliver provided there is demand and advancements. Workout what we can deliver at full manageable capacity vs the global future demand and then see what topline numbers you get and tell me if 150p sounds cheap as chips or not. Will be happy to see us hitting 300-400p on our own and then talk about a take over.

[hannath] 27/11/2018 11:23

Shorts closing must be behind the climb, 1% is around 6 mill shares. Also expecting a trading update before xmas (4 weeks).

Although iPhone X keeps getting mentioned, I'm sure facial recognition technology will expand to other areas. Future/other phones to use it, when you get in your car it will start for the right person, or when you approach your front door it will unlock ...etc … and this is not the only technology IQE are involved with, so I will be sticking with them after topping up at 63p and hoping the momentum is now up and back over £1 by the new year.

[rostam60] 27/11/2018 11:03

It is nice and reassuring to see the share price moving up. I am hoping for much more than a 150 take over. IQE is worth a lot more in the longer term. I remember PAYS was taken over very cheaply!
I'd like to think that the recent move is very much to do with shorters closing their positions. I really hope they get into a bit of panic and push the share price further up.
That would be a scene to watch on level 2.

[wendybatt1] 27/11/2018 10:37

Have Apple reinstated their order then?

[tomduck] 27/11/2018 10:34

Agreed Richard 🤜

[mhassanriaz] 27/11/2018 10:31

Short hills looking steeper. 5g ,Apple X back in production. Lidar and electric cars... Bring more to the Table.

[thecrunk] 27/11/2018 10:30

Shorts should have closed sub 70p while they could

[davebowler] 27/11/2018 10:29

tonsil -re dead Starlings/5G connection-refuted here -

[richardc77] 27/11/2018 10:21

I still don't believe or want there to be a takeover, but agree it is much better that the share price is going up. It was obvious it would happen, when all around are losing their heads is always the time to buy cheap shares.

Pattern recently has seen some of the pre lunch gains wiped away by close so let's see, but considering the PE now and what is round the corner, this could easily replicate that last journey from 20p-£1.80 over the next 12-18 months.

[grity] 27/11/2018 10:17

Wendy , what ide love right now is for sweenoid to win his bet by Xmas , would be my Kevin Keegan moment .

[boboty] 27/11/2018 10:14

I recon there there is a good chance there will be a takeover around Christmas time at about £1.50 a share. If you look at the year chart the price doesn't get lower than that until March. According to the takeover rules you have to offer at least the highest price for the previous year. There will in my humble opinion be too much good news next year and a good chance the price will go above this level next year - so There seems to be a window of opportunity around 20 December for someone to offer £1.50. There also seems to be a few institutions with significant holdings.

[thereptile] 27/11/2018 10:13

You must admit though Tom it’s much better when it’s going up

[tomduck] 27/11/2018 10:09

I have no interest in today but hope to see it past £2 in 2020.

[wendybatt1] 27/11/2018 10:03

Hope to see it in the 70s today

[richardc77] 27/11/2018 09:01

8.87% was reached last week, but yes shorts are reducing and institutions have been increasing, some now with massive holdings...

[croquetman] 27/11/2018 08:58

Looks like the shorts are reducing - 8.87%. Thought it was over 10% before.

[bocase] 27/11/2018 07:44

Dow futures jumped 235 points in eight minutes between 7.26 and 7.34 - very unusual.

Now dropping back again.