Iqe Share Discussion Threads

[davr0s] 15/3/2019 18:20

Yeah and someone took the opposite side of the trade

[nickwild] 15/3/2019 17:35

Somebody made a 1,000,000 share bet on price change after weds report.

[sweenoid] 15/3/2019 16:59

Air buds use VCSELS :-)

May not still be using this supplier but whoever they use will need to useVCSELS



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[sweenoid] 15/3/2019 16:25

Thanks Maxwell
Great link

I have briefly looked at the Terabee site , they use TOF sensors for MULTIPLE applications :-)

Here’s another example, you can pick and chose from multiple other apps on their site.
As I keep saying 3D sensing biggest markets will be automotive and industrial, smartphone sensingis justthe start :-)



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[maxwellsdemon] 15/3/2019 15:30

Yet another ToF camera on the market:



3D TOF CAMERA DELIVERS 80X60 PIXELS DEPTH IMAGE

March 15, 2019 //By Julien Happich
Aimed at depth sensing applications, Terabee’s compact and affordable 3D Time-of-Flight camera delivers 80x60 pixels depth images over a large field of view of 74° horizontal by 57° vertical.

[beermat1] 15/3/2019 14:51

semis up in the US article

[dr_smith] 15/3/2019 14:44

Bocase:
Wakey wakey! Slumbered there at the fireside of the 19th hole!
Google finance currently shows volume today .41m against average 1.5m, so 27% of the norm so far today.
It is Friday, so could end with an extra flourish.

[bocase] 15/3/2019 10:48

Thanks for all your replies to my musings. My point being, it was a mark up from the start so not more buying than selling, or could it be a surplus of buy orders?

Anyway it was up and still is a little and that's good. Now I am going for a game of golf in the wind and that will be bad. Thats certain.

[dr_smith] 15/3/2019 10:31

Bocase:
Caution - rambling thoughts not fit for circulation.
(aka pre-coffee ponderings whilst in smallest room).
I asked myself same question. Same co, same prospects etc, why change?
With use of spreadsheets and anciliary calculations I expect the sp, prospective return over a given time frame and risk factor to all be calculated with probables and with dynamic data feeds, and in absence of salient news, the flow of buys/sells and resulting share price change should be gradual.
The only conslusions I came too were:
1) Perhaps the money was previously tied up in another share/asset, so more to do with an exit stategy than entry timing.

2) If comparing to a share with say 4* share cap, then a 1% change on that share equates to 4% on IQE

It's probably neither, I'll ask someone that's on the ball...Bocase.....oh... ;-)

[bukko] 15/3/2019 10:28

Trainspotting anyone? instead of (IQEvVRS)

[sweenoid] 15/3/2019 10:28

I love a ‘whisper’;

A ‘device’ used to spread ....well anything really, usually muck, disinformation or false news.

My definition of people that broadcast whispers, is that they are deluded, manipulative and usually clueless muppets. Have you noticed that ‘whispers̵7; are never attributed, I wonder why. Diplomat, since you read the LSE BB, I suggest you challenge him on his ‘source’ and wait for the deafening silence

As such a11gar on the LSE bb, ranks pari passu with confabulation elsewhere, he can’t even get the date of next Wednesdays results right, for god’s sake;-)

The ONLY reasons share price goes up or down is the ratio of buyers to sellers- period,given the wild, totally inexplicable, oscillations in the share price of stocks like IQE, one can deduce ( in the absence of concrete evidence, like a trading update/ results/ official press/ customer specific news) its all due to speculation...and little else, which as an ‘investor̵7; I find rather dispiriting.

Toodly pip
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[gerihatrick] 15/3/2019 10:08

Diplomat-it is not a whisper -it is a formal notification that they will be issuing a RNS with formal results on the 20th-Wednesday! I am also pleased to see that Sweenoid is back making valuable comments

[diplomat65] 15/3/2019 09:53

FWIW Bocase, this was posted on the LSE BB this morning:"Today 08:38 Price: 90.50a11gar 72 postsRE: A good start to the dayI am agreeing with you I have been topping up heavily on iqe as I have heard whisper there is an rns Tuesday at the latest of two exciting areas they have tapped into its out of the mobile market into a complete new sector all togeather through there patents"

[bocase] 15/3/2019 09:41

Is anyone aware of a specific reason for today's mark up?

It was from the start of the day, and not a result of more buyers than sellers. I cannot find any new news story.

[volsung] 15/3/2019 08:31

IQE now overtaken VRS

[aphrodites] 15/3/2019 08:27

Regas

With such detailed research you really do need a rest and holiday in Antigua!

The puddings there are second to none and so are the coconuts!!!

[regasclockwork] 14/3/2019 23:53

sweenoid 11 Mar '19 - 17:04 - 25064 of 25098

"The Oppenheimer fund manager is obviously enthused with the company and he/she would NO DOUBT have spoken at depth to the new CFO , I am GUESSING Phil Smith the new chairman ‘in waiting’ would also have taken part in THE MEETINGS along of course with Drew Nelson." -End-

I don't believe the Oppenheimer fund manager has had any recent meetings with IQE. Why would he/she bother. After all, it was just a small percentage [1.13%] 'top-up' by them on or around 11-March 2019.

I say 'small', because pre 29-Oct 2018, they held around 38m [5.20%] and by 11-March it stood at 133.4m [17.15%].

During that 4-month+ period, they bought 6-lots.

Following those 'buys', there was no talk or reports of Oppenheimer having any private/individual meetings with IQE. That's not to say that none took place of course.

However, as 3 of those reported buys were as follows, 39m, 19m and 18m, and as a result Oppenheimer was then holding 124.4m, I don't think they would have needed any further convincing that the future looks bright. The latest 'top-up' of 1.13% was possibly just the icing on the cake.

Incidentally, those three huge buys only drove the share price up a few pence in each case and that was short-lived.

As for gleaning additional information from IQE in a 'one-to-one', I don't think they would have gained any more than they would have done by digesting the contents of the 'Trading Updates' and 'The Results'.

The proof of the pudding will be in the eating on 20-March 2019. I GUESS!

[sweenoid] 14/3/2019 14:16

Don’t be daft , it would be a bit like one of my chickens introducing itself to our guests for afternoon tea- I can just hear it clucking “I made the eggs for that lovely cake your eating” ;-)
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[diplomat65] 14/3/2019 13:45

Thank you for posting this. The Technology Panel on 2 April . . . "Semiconductor foundry and device manufacturers will review and debate the state of GaN manufacturing . . ."Is it too much to expect IQE to have a representative on this Panel (as a foundry) and if so to issue a PRESS RELEASE to that effect?

[sweenoid] 14/3/2019 13:26

Full of IQE enabled/related technology

The technology panel highlighted on the 2nd of April looks interesting
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[tomduck] 14/3/2019 12:06

Yep i think we know that 20/21 will probably be THE year the IQE revenue starts to show signs of rapid growth again and so I would expect the share price to start to reflect that towards the end of this year and into spring 20. I still think people have a little time to get on board for the next leg up, over £1 which could well be done in the next month or so.

I will be taking much more notice as to when to cash out next time round as I have a larger holding now, £2.50 will do me fine, I shan’t be too greedy, ifs and buts are all well and good but none of this is any use unless it’s in your bank account.

[sweenoid] 14/3/2019 09:29

The relevant paragraph ( for us) from Aixtron 2018 results, as I said before 2018 is history and Aixtron ‘creamed’; it, they are much more sanguine about 2019, given the global geo_political situation, however its great that they highlight their optimism in the 2 areas that DIRECTLY concern IQE- 3D sensing ( VCSELS) and GAN :-)

For 2019, Aixtron expects only stable to slightly growing revenue compared with 2018. At the moment, customers are reluctant to make investment decisions in optoelectronics, and the further development for the second-half 2019 is difficult to anticipate, notes the firm. Both are also influenced by the currently prevailing critical view of the development of the global economy, in particular due to global trade conflicts and political uncertainties, it adds. However, management is optimistic about the long-term prospects regarding MOCVD system demand for the production of lasers for 3D sensing or optical data transmission as well as for LED applications. Regarding demand for systems for producing power components based on the wide-bandgap materials silicon carbide (SiC) and gallium nitride (GaN), management expects an increasing contribution to revenue in 2019 compared with 2018.

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[provonar] 13/3/2019 18:06

hxxp://www.semiconductor-today.com/news_items/2019/mar/classone_130319.shtml

Nice to see IQE customer Philips Photonics (being taken over this year by laser-specialist TRUMPF GmbH) expanding its production capacity - even if it is only with a single new electro-plating/cleaning machine. This will help with the track layout and electrode placement for VCSEL production - processing the CS wafers supplied by IQE.

No mention of whether this first machine will be used to gain experience before further orders, but Philips do point out that they want a long-term relationship with the US machine supplier, Class One - which is an encouraging sign of their ambition.

[volsung] 13/3/2019 15:17

VRS now in the lead pricewise