Iqe Share Discussion Threads

[bocase] 05/12/2018 09:06

Considering the sell-off in the US last night (Dow down 800 points), I think the IQE share price is quite encouraging as we are well above the price at 4pm yesterday. The closing auction was a bit of a false high so really we are only slightly down today and improving.

I feared it would have been a lot worse.

[davemac3] 04/12/2018 23:03

to be read in conjunction with this

[mhassanriaz] 04/12/2018 21:30

Guys we have excellent news read full by following the link

Royal Philips ramps up its lighting business. Yes, that Philips.

Published on:Dec 4, 2018

By Mark Halper [Contributing Editor, LEDs Magazine, and Business/Energy/Technology Journalist]

Despite dumping LEDs and bulbs, the venerable Dutch giant doubles its capacity in modern light sources — VCSELs, that is.


When news broke recently that Philips Photonics will double the size of its vertical-cavity surface-emitting laser (VCSEL) plant in Germany, it was a reminder that Royal Philips is still in the lighting business, despite having famously shed its LED, bulb, and luminaire operations to concentrate on medical and health gear.

Like LEDs, VCSELs are light-emitting chips. They are gaining popularity in some of the digital applications where LEDs are also making headway. As such, the two technologies are competing against each other to some extent. Both, for instance, are positioned as infrared light sources that can provide facial recognition helping to protect access to smartphones, tablets, and other gadgets.

VCSELs are picking up steam for such diverse uses as lidar guidance for driverless vehicles, medical imaging, fiberoptic data transmission, and more. And even if they are not outright competing against LEDs across the board, their laser light makes them useful in areas where ordinary LEDs are not.

They would appear to have their own potentially booming market, as Philips announced during Thanksgiving week that it has surpassed sales of over 1 billion VCSEL units, mostly over the last two years; that it is doubling the size of its VCSEL factory in Ulm, Germany for the third time in three years; and that the general VCSEL market should hit $3.5 billion by 2023.

hxxps://www.ledsmagazine.com/articles/2018/12/royal-philips-ramps-up-its-lighting-business-yes-that-philips.html

[bocase] 04/12/2018 21:22

Interesting! Apple down but not out.

[mhassanriaz] 04/12/2018 20:05

I am puzzeled how come share price gained over 30% with only 2% drop in reported shorts. Late share price spike is short term. I am expecting a drop tomorrow and if it does not then there is something cooking behind the scenes.

[dr_smith] 04/12/2018 16:53

Wow yes, just popped out for MTB ride to beat the early sunset, with folio depressingly down and return to see falls reduced and IQE 3.9% up, rise starting at 4pm as Bocase says.
Flip to news for reason, US stocks down but US has postive view of China talks, but then IQE is around half price, depending on your horizon.

[billeeedee] 04/12/2018 16:45

28100 was an uncrossing trade but it does look 121000 have been bought at the end of day.

[pshevlin] 04/12/2018 16:41

400k bought at a premium at the end. Somebody is either super confident or is in the know.

[bocase] 04/12/2018 16:32

Wow! One swallow does not make a summer but still nice to see a 4.5% turnaround in the share price in the last 30 minutes of trading, especially on a day when Apple has been downgraded, albeit on a pointless re-hash of three week old news.

Might even get some mushy peas with the fish and chips tonight.

[tomduck] 04/12/2018 16:00

RichardC, apologies for potty mouth 😔

I’ll be back.

[mhassanriaz] 04/12/2018 15:44

Dont worry we will come out of it very soon and nicely.

[hyper ai] 04/12/2018 15:37

looking vulnerable to going lower now though

[bocase] 04/12/2018 14:40

Apple downgraded to hold by HSBC and dragging IQE down no doubt.

Isn't it a shame that Apple and IQE are perceived to be joined at the hip. Hopefully the December trading update will shown the diversity of applications and the customer base

[poombear] 04/12/2018 14:26

Unfortunately a portion of chips is quite a bit higher than the current share price

[cardiffian] 04/12/2018 14:22

The one thing Sweenoid forgot to say was....


"Cheap as chips"

maybe he just forgot.

[richardc77] 04/12/2018 10:46

Tom, a little naughty, but it's only words and maybe you had a bad day?!

I do know what you mean though, chaps coming to do their first IQE posts, telling us what we already know, is not clever, or insightful. I think we both agree that come this time next year the story will be different as will the SP, this has just given us the opportunity to make more money in the long run, which can only be viewed as a positive.

You can come back and post after you have served one day on the naughty step, you potty mouth ;)

Sweenoid, appreciate the post and your reasons for not bothering with social media :)

[adventurous] 04/12/2018 07:54

LuckyMouse - You forgot to throw in two other factors, such as when stocks get shafted by fake news and hedge funds deciding a business that is on the long awaited brink to significant growth, is doomed - it is in a different game based on power!!

[davemac3] 04/12/2018 07:23

What's happened to Sweenoid's stalker? I am surprised he hasn't commented

[bocase] 04/12/2018 06:33

The trade war truce should be positive for IQE.

www.cnbc.com/2018/12/03/these-20-stocks-are-the-biggest-winners-from-the-china-trade-truce.html

[bramthefrog] 03/12/2018 22:54

Thanks for the help - found it now, not sure why I could not see it though.

[phi2001] 03/12/2018 22:46

The Mouse says everything depends on the Smartphone index but that shows he is shortsighted - for two reasons. First because the introduction of VCSELs into Smartphones is a growth story even if Smartphones themselves are not. Second because IQE is not all about Smartphones - some research into 5G would have told him that.

[picobird] 03/12/2018 22:31

thanks Lucky Mouse for the charts & your insight

[rackerrs1] 03/12/2018 21:43

With a reply like that, you just got owned by a mouse.

[kazoom] 03/12/2018 21:25

I think people need to remain open to the contrary view. Otherwise you lose perspective.

I certainly welcome LuckyMouse's contribution (although as I'm a current non-holder, no doubt some people will discount my view), however that does not mean that I won't test and challenge it.

LM points out the fall in the "Smartphone index" over the last year, that's clearly of relevance to the photonics business of IQE. On the other hand though, one needs to consider that in mid 2017 the clever 3D cameras to which IQE's wafers contribute were in zero percent of smartphones (AFAIK) by now they are in Apple's offerings and by this time next year they will likely be in most of the high-end Android offerings too. So I do not think that the story is massively dented in that respect.

If you are interested in the IQE share-price in 2020 and beyond as many profess to be then really there is not much to be ruffled about. However, negativity to posts such as LuckyMouse's suggest that not everybody is really being honest with themselves on this point.

It was good to get a view from Dave Sweeney today, even if it was a swansong, but in terms of the general angst around here one thing stood out for me :

"2019 is going to be the year that I have dreamed about for this stock"

Didn't "we" and "he" think the same about 2018?

For those genuinely in for the long-term none of the short term perturbations actually matter, but those who obsess about the daily share price I would just ask whether you really think that the more volatile market participants have really full priced in the sub 2p EPS that is likely to be announced in January?