Iqe Share Discussion Threads

[agaudry] 03/12/2018 11:57

Good post sweenoid .... as always ... good luck and hope to see you at an agm sometime

[ayl30] 03/12/2018 11:56

Thanks Dave, your contribution has been very helpful to us long term holders.

Please do break your intention - why not do a post every three months to update us on your views?

Have a Happy Christmas

[bocase] 03/12/2018 11:54

Boboty:

"The next few months will be critical as per the rules of the takeover panel any offer price has to be greater than the highest price over the preceding year."

I think you will find that only applies when a shareholder's stake crosses the 30% threshold - if I am reading it correctly

see below from the takeover panel

"When a person or group acquires interests in shares carrying 30% or more of the voting rights of a company, they must make a cash offer to all other shareholders at the highest price paid in the 12 months before the offer was announced (30% of the voting rights of a company is treated by the Code as the level at which effective control is obtained)."

[boboty] 03/12/2018 11:39

Hi David - thanks for the post. I too am very positive for the future and enjoy reading your perspective. Sorry it is your last - happy Christmas and may next year be the one where we fire on all cylinders at the same time. My only concern is that we are not bought out for a low price. The next few months will be critical as per the rules of the takeover panel any offer price has to be greater than the highest price over the preceding year. The lowest offer price is reducing in line with the historic chart so by Christmas time 150 is possible. Although this is double where we are now I would be disappointed as I think the sky should be the limit and I've invested time and money and would hate the journey to end there.

[boleyn] 03/12/2018 11:30

Cheers Dave
See you at the AGM, You bring Ken
and I will bring Wayne,

Christmas greetings to you and yours mate


Atb Roger

[colsmith] 03/12/2018 09:56

Cot -re your 23372 and Chris meadows saying "a solution looking for a problem"


That was said about Lasers a few decades ago!

[cotswoldsparky] 02/12/2018 21:28

Diplomat,

Bit more information here:



The CERA program referred to was funded in 2008 and ran until 2012. Chris Meadows was asked about graphene and semiconductors at the AGM and basically referred to it as a solution looking for a problem. I understand IQE are maintaining a watching brief but don't consider it to be viable in the short/medium term...

I think the fact that there has been no progress on the CERA program since 2008/2012 speaks for itself.

Cheers

CS

Edit: Comments ~3.5 minutes in are relevant

[diplomat65] 02/12/2018 18:48

I previously posted comments on Versarien's BB linking the impact sustained short-selling of IQE stock had on its share price to the potential risk facing newbie investors in VRS at the time its own share price appeared to be getting ahead of itself. As a holder of both IQE and (again recently) VRS stock, I am pleased to highlight what I hope is a more positive link between these two exciting UK tech companies. (Perhaps Dr Sweeney might be tempted to comment on this too having consistently poured scorn on suggestions IQE might look at incorporating graphene into its wafers?)Not only are both IQE & VRS global leaders in their respective fields but possibly partners in developing graphene-channel field effect transistors (FETs) on 200mm wafers. Can anyone here confirm?This item appears on the Innovations page of IQE's website:Graphene exhibits ultra high p-type and n-type, room temperature electron mobility and minimal conductivity which makes the material a potential candidate for ultra-high frequency applications beyond that of conventional semiconducting materials in the form of Field Effect Transistors (FETs).IQE is a participant in Phase I of the Carbon Electronics for RF Applications Program (CERA).Program Goal: To develop graphene synthesis process on Si-based substrates using MBE and fabricate graphene-channel field effect transistors on 200mm wafersSponsor: DARPA-MTOKey Accomplishments:HRL team demonstrated 1st RF graphene FETs using epitaxial film from NRLFabricated epitaxial graphene FETs on a 2" wafer scale with world-record field effect mobility of ~6000 cm2/VsDemonstrated device-viable epitaxial graphene on 3" Si-face 6H-SiC substrateMobility measurements of epitaxial graphene on small area C-face samples extrapolate to 150,000+ cm2V-1s-1 for sheet charge density of about 1x1011 cm-2Uniformity on Si-face wafers were found by Raman mapping to be primarily one layer; demonstrated resistivity uniformity < 3%

[bocase] 02/12/2018 18:26

Indeed Regas, it was 'cheaper than chips' at 57p on 14th November as we managed a 43% rise in 13 days. Inevitable then, that profit taking had to make an appearance.

Trump's 90 day truce with Xi should give us a good lift tomorrow and hopefully for a few days to come. Add on the Santa Rally and a weekend in Skegness is a distinct possibility.

Here's hoping that Regas can advise us of more gains at the end of this week.

[regasclockwork] 02/12/2018 17:37

Hi bocase, I guess that phenomenal run of 8-consecutive 'up-days' had to come to end as the inevitable profit-taking took place.

But, despite the fall of 9.8p from the intra-day high of 81.9p on Thursday to 72.1p at close on Friday, 'we' still finished up 8.7p on the week.

Peel Hunt, reiterated their 'BUY' on Fri. and retained a target of 137p.

Lowest target still appears to be Deutsche Bank's 80p and highest is Citigroup at 195p. As the latter hasn't posted since 23-March, I'll assume that they have 'lost interest'?

Well, that lowest target of 80p is still looking quite tasty at present and to quote bocase, "Cheap as chips under 80p". GLA!

[diplomat65] 02/12/2018 08:15

Good news from the US/China Trade talks this morning. . . G20: Donald Trump and his Chinese counterpart Xi Jinping agree to halt new trade tariffs for 90 days.Markets will hopefully signal their relief by an uplift in all major indices tomorrow morning.

[bocase] 01/12/2018 22:23

From CNBC

Fingers crossed for some rare common sense from Trump at tonight's dinner with President Xi.

"The outcome of this weekend's meeting between President Donald Trump and China President Xi Jinping is critical to markets and could determine whether stocks end higher or in the red for the year.
Analysts see a variety of outcomes — a trigger for either an "explosion to the upside" or selling that results in a "bear market."
Analysts say it's likely a deal will be struck to continue talks, and that would trigger a rally and send money into the stocks that have been most hurt by tariffs"

[bocase] 01/12/2018 15:26

The 'Fool' are well named.

[semper vigilans] 01/12/2018 13:14

I see the Fool are having a go at IQE with some errors.

[bocase] 01/12/2018 13:07

No need to worry. This is happening to other prices too. Probably just site maintenance.

[scrawny dawny] 01/12/2018 12:53

looks like the site has been hacked......

[loytyb] 01/12/2018 12:08

Hope it's a glitch and not the Monday opener. All other sites showing the 72p

[diplomat65] 01/12/2018 12:05

Anyone know why ADVFN are showing our ap down by 22.5% at 56.5p this morning when market closed last night at 72p? Computer up the swannie?

[blueflame] 30/11/2018 21:25

Edited - Ive just been reminded grity by Hammerd that the IQE article must be about Skyworks, of course it would still be great if Intel use our wafers for their 5G modems.

[grity] 30/11/2018 20:35

IQE’s epiwafer products have been behind the global adoption of 4G/LTE and WiFi systems and this major supply contract underlines the world-leading performance which IQE products provide for current and next-generation wireless applications including the global roll-out of 5G.”


Could the above have some connection to the link below , (Tier 1 customer)

[horneblower] 30/11/2018 19:24

Ubiquitous face recognition will change the face of politics.
After that, facial surgery to avoid being face recognised will change the face of politics again.

[pal44] 30/11/2018 15:54

data mining ? . add Graphene is still not on the radar so will need chips

[riscy00] 30/11/2018 15:24

Hmm....what kind of innovation we have for next 5-10 years
We had major humanity change since 1970s with the release of early desktop PC.
We have cheap flat screen. We have 4G that work everyday, 5G is only for those want to watch more video from mobile. We have powerful mobile phone with improvements of data sharing and spying as well as more complex term and condition use.
We can see a benefit of automation of car driving and computer. Further development of the electrical system.
Robotic, maybe useful to do some cleaning in my house, clothe washing, etc.
Space: just more probe and focus on human moon landing. Mars is too expensive.
What else that I'm missing for increased technology.

[pal44] 30/11/2018 14:58

world consumption of tech will treble hence will require more chips will be good in the long term. GLA