Iqe Share Discussion Threads

[sheep_herder] 17/1/2019 13:52

It was aimed at Savvy. But hey, takes one to know one.

Savvy, buy some ALT and you'll retire faster my son. EPS of 7,25,50p I reckon for 19,20,21.

[tomduck] 17/1/2019 13:14

Agreed, mostly big balls needed to make lots of money, not interested in making a little amount...also agree minimal risk too, possible downside to 50p but doubt lower

[savvy investor] 17/1/2019 13:03

Or stupid or clever. I have done my own DD and many very technical friends who understand the tech stack value. They believe it is a logical takeover for either a chip company or even Apple who like to ow the supply chain and get ahead by owning tech that is in short supply. It is hard to make a lot of money without being somewhat brave..

[compo62] 17/1/2019 12:46

85% of your SIPP in a single AIM-listed stock? That's er... brave

[savvy investor] 17/1/2019 12:32

I have moved 85% of my sizeable SIPP into this in the last 36 hours having owned for nearly a year at much higher level. I see the worst case scenario a small fall in the short term. The assets and cash and cash flow reduce risk, the IP is excellent and the 5G world will be all about speed hence pricing power to IQE as supply will be short. I will either kick myself or retire at 55 on this one.

[tomduck] 17/1/2019 11:01

Savvy, my ethos exactly, 2yrs is nothing but most investors don;t seem to have even the modicum of patience. We missed our chance to sell at £1.50+ however this just means we'll have even more to gain next time it gets back up there and higher...

[savvy investor] 17/1/2019 07:53

Yesterday prices make no sense. I invested heavily, each purchase between 60 and 61, yet the price always showed between 59.3 and 59.8. I wouldn't mind, but it was 4 separate buys and they were very sunstantial so makes no sense... I will not sell until 2021 at a minimum as have missed the real growth by trying to time things before.

[bocase] 17/1/2019 07:40

Barclays Capital reiterates 'overweight' this morning.

[blueflame] 16/1/2019 22:07

three generations...Dont be ridiculous!

[mr.elbee] 16/1/2019 20:10

three generations..not one

[tomduck] 16/1/2019 19:56

Fully driverless en masse was always generations ;) away, way too much needs to change (including infrastructure) before then imo.

[sf5] 16/1/2019 13:43

Somewhat disappointing update this morning from SEE about timeframe for L4/5 AVs
"We had a series of productive automotive OEM and Tier 1 meetings at CES in Las Vegas last week. More generally, our positive outlook on the DMS market globally was supported by the significant emphasis and prioritisation at CES of semi-autonomous Level 2 and Level 3 driving technology, whilst the introduction of fully driverless vehicles at Level 4 and Level 5 is now anticipated to be much further away than the industry had predicted."
Any views on how many Lidars a Level 3 vehicle will need? Level 2 is already available and Level 3 is supposed to arrive within a year or two. Audi A8 is said to be near that level.

[dr_smith] 16/1/2019 12:37

Meijiman.
At top level, very much agree, but upon drilling down...

If fundamentals are the same, true and not misleading (e.g. presentation and representaions made at time of offer) then they have no right to feel agrieved with BOD.

If it is market sentiment, short term views, macro economics, then it is the supposed instititions wisdom that is lacking and only have themselves to blame.

I think my view is balanced as I have bought in at 28p average topped up at £1.20 on long term belief.
Latter purchase was swayed by feeling that sentiment would be bouyed at £1.40+ with institutional input who have greater awareness and visibility of shorting action.

Dave

[meijiman] 16/1/2019 11:32

The institutions who took stock at 140p must feel as though they have been mugged off.
Wonder what IQE management said to them to convince them to increase their holdings. Since then it's been downhill all the way.I'm sure you can easily hoover up the same amount of stock today at 60p.

[tini5] 16/1/2019 11:26

Jumping Hurdles To Build A Better LiDAR:

[savvy investor] 16/1/2019 10:46

I made a large investment this morning, adding to a bad investment at 155p about 8 months back

[kilgallp] 16/1/2019 09:56

I added to my holdings here and in VRS yesterday, but that's me done now. By my standards I have substantial holdings in both, and whilst I feel confident they will be successful, I have previously had confidence in tech stocks, which ultimately proved misplaced!

[zapa] 15/1/2019 16:56

Was it filmed?

[volsung] 15/1/2019 16:35

Aphrodite had an affair with Ares leading to the conception of Phobos and Deimos. Not many people know that.

[aphrodites] 15/1/2019 15:06

adejuk

Many Hedge Funds borrow a stock, sell it to raise cash to buy another share which they anticipate will perform far better.

There is no argument that in the case of IQE there are many IT stocks which have performed considerably better in the last 12-months.

This is the reason who one should never try to read into what a "shorter" is doing. It can be quite misleading!!!!!!

[adejuk] 15/1/2019 14:04

i don't think any ii that took it at 140 will be happy to take it at 50
they'll do it but be v p'd off
i'm still intrigued by the open shorts
does anyone with hands on city experience have an explanation other than my two hypotheses?
1] in play
2] a big push on pub of eoy results - down to 20p?

[tomduck] 15/1/2019 08:49

Massive fundraise already done at £1.40 thankfully so coffers are nicely full for some time to come...

[adventurous] 15/1/2019 07:54

sf5 - A fund raise!!! Must do better research!