Iqe Share Discussion Threads

[bocase] 22/3/2019 08:43

Augustpoop filtered

You can spout your rubbish to yourself

[lpavlou] 22/3/2019 08:07

Good volume the last 2 days. Expect an RNS today from Oppo as I'm sure they have been topping up to break 20%. The forward forecast was poor and to be honest I expected a harsher reaction to the share price It has to be a kitchen sink job, to avoid what happened back in November occurring again.We know from Finisar that they have been struggling to get heir tools up and running efficiently and given the time is takes to qualify, if nothing else this is a major barrier to ensure we retain market share and healthy margins.

[fuji99] 22/3/2019 08:04

yankee - What are rather YOUR contingency plans if you faint in the toilet of if you choke on your peanuts ?

[adventurous] 22/3/2019 07:51

Now to the last item on todays agenda - contingency plans

What are those?

Plans in case this foundry catches on fire.

No, what is a contingency?

Really!!!, well lets think about it and come up with some ideas, but only if you think its worth devoting our time on it.

Why hasn't our insurance advisers ever thought of that?

I read it on a BB, they think it is worth considering!

[bulltradept] 22/3/2019 07:49

Bukko,

That was quite amusing.

[bukko] 21/3/2019 23:45

augustusgloop

Your posts are about as relevant to the future of IQE as the state of the toilets in the Newport facility on acquisition.

BTW a statistical sampling of your prolific posting history of over 4000 posts failed to reveal one positive post about anything. Well over 2000 negative posts on Shanta Gold suggests a bad investment experience you never got over. A bit like 'gas'works with IMG. Trolls stuck wandering in a sort of purgatory refusing to accept responsibility for their own decisions.

Filtered

[wendybatt1] 21/3/2019 20:38

I want the shorts to burn when it happens lol

[tomduck] 21/3/2019 20:36

There she is...One track mind Wendy ;)

[wendybatt1] 21/3/2019 20:31

They will be taken over soon because of their patents and market share and expertise. Don't worry

[yankeekraut] 21/3/2019 19:19

What are the contingency plans if the New foundry burns down? Can production be quickly transferred to other sites...? What about leadership "succession"? Some of the key executives are closing in on 70, If I remember correctly. For god's sake, many people here have "entrusted" a significant portion of their retirement funds to these folks. We all deserve to peacefully dose-off into a deep sleep every night, knowing that IQE have indeed brought their A-game to the match !

[coolhandfluke] 21/3/2019 19:14

I believe we need a pukka sales director to really drive this company forward.

[mhassanriaz] 21/3/2019 19:09

All semis stocks are up today except us. I think we have shot in our foot. Dr. Drew needs to have a more realistic approach unless he is playing fool to seal the deal.

[dr_smith] 21/3/2019 18:36

Have to agree Yankee. They are all there by virtue of technical skills rather than business. The customer specific investment, to exclusion of perhaps bigger/later customer means high investment, with potential for lower than envisaged run and obsoleted stock. High risk. Contract terms and remuneration should reflect this, especially when product in short supply and if that product is better than rest, then that demands bigger premium and min contract levels to reflect time invested and revenue that could be gained from using same machine for a higher volume customer.

As I have said before, I hope this is something Tim Pullen will address, but fear contracts already signed will mean they can't reap the justified rewards.

IMO
Dave

[yankeekraut] 21/3/2019 18:05

I want a knowledgeable analyst, or even a knowledgeable shareholder to corner these guys and get some answers. If you check the press releases, IQE are extremely vague when commenting on the business. (July 18' "sucessfully engaging over 20 customers", March 19' " successfully engaging over 25 VCSEL chip customers"). March 18`" 5 machines installed - Production Q2, 5 machines - installation & commission end of Q3 18. March 19` "10 delivered & installed, 5 released for prod. qualification, 5 in final commissioning". It is clear to me that they are at least 3 months behind their planned schedule. Maybe on purpose, when they lost their Q4 "ramp-up" revenue. It clearly takes about a year (from delivery to actual revenue generating production) before they (we) see any return on their investment. What happens if their "largest Tier-1 customer", currently under contract thru Sept. 19 (initial "estimate" was that contract would be worth 60 mil. $)- what if they opt for another supplier? (according to some posters here, highly unlikely??) Drew Nelson's comments about 2019 were VERY underwhelming. My take away is that they still do not have a "good feel" for their business and are definitely challenged by the sales & financial forecasting required. Am still Long, but I think Senior Mgmt. is being let off too easy.

[augustusgloop] 21/3/2019 18:02

I can't see shorters getting badly burned by a share with a PE of 560.

Looks a slam dunk short to me.

[adejuk] 21/3/2019 16:24

he could always open a pizza parlour

[adejuk] 21/3/2019 16:02

btw
currently mid 70's and working as hard as in my 30's and loving it.

[fuji99] 21/3/2019 15:37

Savvy - 5G is the trigger for IQE and this is why I am starting to invest NOW.
Not when it's almost toot late to enter ...
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[savvy investor] 21/3/2019 15:00

The results were not great by any stretch. I believe IQE investment programme ready for the huge increases with wireless, 5G etc and the concentration on margin based growth is going to payoff big style later this year. I would be surprised if Oppenheimer is not buying more at these levels as they believe in the future to the tune of over £100m. Lets see if we get RNS...

I made a small bad call adding to my already crazy level of shares at 82p yesterday but don't think it will take long for this to head past 90p again. There has been delay in the key technology take off, but when it hits IQE customers will need to compete with each other with the newest technology and it will come very fast imho.

I actually think this is going to turn around very quickly as Drew, Tim and others start to update the analysts properly. Good luck if you are short, and well done if done in last 10 days but I would suggest you be a little careful...

[coolhandfluke] 21/3/2019 14:21

With 'reduced short term demand' perhaps there is no need to rush the commissioning?I wonder if the BB here heading should be changed to 'IQE s time has come - and gone'.Just a thought.