Iqe Share Discussion Threads

[horatio4] 03/12/2018 21:21

Bram, Should have said click on "search posts" and then "poster"

[horatio4] 03/12/2018 21:09

Bram, In future click on the "Free BB" button, then on the new page that opens up click on the "search" button, type "sweenoid" into the search window and click on "poster"

[horneblower] 03/12/2018 18:36

Try post No. 23,374

[kir] 03/12/2018 18:04

Thanks Dave for your post. I understand your reason for not posting and was surprised by all the criticism you had to put up with. I got into IQE due to you and am still holding quite a few. Had to Sell over 50k to fund building project which is over now, hopefully I can now start to re buy these over the coming months.

Will miss your input and analysis but thanks you for all your hard work and contributions over the years. Miss last AGM as I have been abroad for 14 months, but might see you at the next one.

Kir

[bramthefrog] 03/12/2018 18:03

Please will someone repost as I can’t see it and I am logged in

[dodobirdtrading] 03/12/2018 17:30

Thank you horatio4. I've done that, but where exactly are the sweenoid posts that everyone is referring to ?

[horatio4] 03/12/2018 17:17

You have to set up a free account and then login

[bramthefrog] 03/12/2018 16:50

Why can’t I see sweenoids post?

[dr_smith] 03/12/2018 14:15

Dave - Thank-you for your post. I have little time for various analysts in the media, but find your posts the most engaging with facts/opinion clearly defined and referenced.

On visiting BB's, we are ostensibly here to stay more informed as PI's.
For me, 90% of my time here is more to do with the fun & engaging side of investing, than actually looking after the £££;. Like most I am happy with contrarian views, (in fact I relish them, as that is a part of the "market" I am gaining insight to) but can't be bothered with those who can't be civil and respectful of others, so actively filter folks. It is a shame if the few spoil your reason for visiting, but also good you can spend more time enjoying life with joys that money can help bring about.

Maybe I will shake hands with you one day, but have no immediate plans to travel to IQE premises.
I wish you a happy healthy life.

Dave (That's me not you ;-) )

[rostam60] 03/12/2018 13:44

Do I want a take over or not? As I mentioned before, I was invested in PAYS when the take over happened. I made a bit of money but was hoping to make a lot more as I believed in the future of that company. Was very unhappy about the whole thing but like many others couldn't do anything to stop it.
Here we are with IQE, but no bids yet. A take over around 150 means I break even and make a bit of profit. But I'm in this for the long run expecting share price will be £2-3 within a couple years. Wishful thinking, may be.
However, given the current uncertainties and volatilities in the markets worldwide, I might, just, welcome a bid.

[boboty] 03/12/2018 13:00

Because we are, I believe and so do a few on here, at an inflexion point where Iqe has the capability and now capacity and the management and the market and the barriers to entry and ... to make a lot of money. As far as I can tell none of this is reflected in the price. Money is cheap and there are a few institutions sniffing around. Consolidation is already happening eg Finisar deal. I want to be part of it so I suspect so do others. I hope Iqe is talking to it's advisors to protect itself from the takeover risk.

[mhassanriaz] 03/12/2018 12:43

Can anyone explain why would there be a takeover at this point and why did II-VI did not put up a bid for us and did for Finisar? Do you think that with 5g and Lidar coming up and hugh investment in plant, a buyer would takeover now or later and would IQE and the govt. will let it go ?

[bocase] 03/12/2018 12:08

I am no expert either Boboty, but I think, an acquiring company having less than 30% holding at the time of the offer could pitch the offer where they wanted. A premium of around 30% to the existing share price is common so I agree with you of course that we need the price up substantially from here to stop a cheap offer being made.

[boboty] 03/12/2018 12:05

I'm no expert but presumably to take over a company you will need to breach that threshold at some point. There are several institutions that hold significant holdings

[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)."