Iqe Share Discussion Threads

[someuwin] 23/3/2019 17:43

I'm not currently holding IQE, consequently I haven't looked at the results much.

What i would say however, is that I wouldn't be too quick to write off what Augustusgloop says.

I well remember him from the WTI thread. Where, even as the share price rose 600%+ from below 0.5 to over 3p he persisted in his analysis that it was a basket case and heading to 0. As the chart shows, he was correct...



All the bulls were saying WTI was going to the moon and that Augustus was a know-nothing shorter. What he was saying was enough to make me nervous however and I sold out before the fall. Glad I listened.

Whether he's right or wrong about IQE I have no idea (maybe he just got lucky with WTI). But probably worth taking a bit of notice of - all imo.

[diplomat65] 23/3/2019 16:13

Any subscribers among us who can copy and paste content of this item here?hTTps://financialinvestigativemedia.cmail20.com/t/d-l-pqihdl-xyuhutkty-tl/

[borromini1] 23/3/2019 11:21

augustas - you still don’t get it, so to spell it out, it’s mathematical.

PE provides insight in some circumstances but not currently with IQE. PE breaks down as a relevant metric as when earnings tend to zero, the PE ratio tends to infinity, when earnings are zero or negative the PE ratio can not be calculated.

On the other hand if the PE ratio is sky high because the share price is high in relation to adjusted earnings then that is a concern to be considered.

Why don’t you analyse and report back on total equity movements over the last five years? See if that supports your drift. Remember Total Equity = Net Assets. To make it easy here they are ...

2014 = 121,175
2015 = 147,034
2016 = 194,444
2017 = 291,179
2018 = 309,278

In 25390 the 2018 figure supports a core share value of 38.9 GBX and the rest of that post uses IQE’s guidance to give a funnel of uncertainty range for the share price in 5 years time.

[augustusgloop] 23/3/2019 10:40

And Tomduck can't even read the PE Ratio - quoted in the 'fundamental data' box on this very page.

The earnings used in the PE calc is that which is produced by the accountants, verified by the auditors, accepted by the taxman (to calculate the tax) and meets all the legal reporting requirements.

LOL

[borromini1] 23/3/2019 02:22

Augustas - The existing IQE Total Equity gives a core share value of 39.8 GBX. Why are you discounting that by 83% with your mock figure of 6.8 GBX? You seem to be merely but unwittingly making a justified mockery of your own or anyone’s reliance on an analysis metric, PE, at a point when it becomes irrelevant.

[coolhandfluke] 22/3/2019 19:10

My misses got some Debenhams vouchers for her birthday last week. I said she needs to get in there before next Thursday or it will be too late. Hope she doesn't get IQE vouchers next year.

[regasclockwork] 22/3/2019 18:44

Debenams shares were down more than 45% today and investors have been told that their shares could be worth nothing.

IQE performed much better than that and it took all week for 'our little gem' to finish the week 'just' 21.40p or 23.88% down.

At least we haven't yet been told that our shares ARE worth nothing. We've only been warned that they COULD at some time be worth nothing.

Just as well we're in the business of selling wafers rather than waistcoats?

[augustusgloop] 22/3/2019 18:12

For those complaining about 'investor relations department' and the company's pathetic PR.


Consider this -- how many companies do you know with a PE of 525?

A PE of 52.5 would seem more realistic = a share price of 6.8p

[tomyumgoong] 22/3/2019 16:39

A conspiracy theory for you!Company A needs to raise a S#!t load of money to replace decrepit machinery(which can be validated via employees feedback on online job forums), but are afraid to writedown assests.....which was mentioned would happen by Eagle51 on iii bb a while back!Company A goes cap in hand to their shareholders( the actual owners of the company, the big institutions, not you and me), and asks them for nearly £100m to keep the company from going under! The big institutions who are in collusion with each other think 'we can make a killing here selling shares to nieve investors if we can just spin a good story here, so they go about their work creating interest in company A. They do this for a few months, creating a story everyone likes, whilst offloading their shares they accumulated a long time before at less than 20p! When the share price reaches £1.60 ish they all short the stock through different avenues( watch the movie, the big short, where the trader wants to short the stock but doesn't realise his company is buying the stock also). Soon the stock starts to fall, management seem inept.....they're being told to 'shut up' by the real bosses.....the guys who shelled out £100m for plant and machinery and a nice little 'bonus' to boot!Soon all the private investors have lost money, the institutions have made a killing, the shorting stops and the cycle begins again!You all think Company A's director runs the company? He's just the institutions stooge! I love a good conspiracy theory! Don't you?

[croquetman] 22/3/2019 16:33

3/4 million share trade went through just before closing. Hopefully a cheap buy.

[american idiot] 22/3/2019 16:27

I agree with you. It should never have touched a quid back then.

The bearish head n shoulders pattern in play is giving us a 20p target. (180p top then 100p neckline)

20p it is then.

[woodlaker] 22/3/2019 16:24

Don't know about touching £1. A few will be touching cloth the way it's gone this week.

[davemac3] 22/3/2019 16:09

hard to believe we touched a quid 2-3 weeks ago

[fuji99] 22/3/2019 16:05

Some are hoping to buy around low 60's. This might never happen I am afraid.
Mind the gap if something happens in between. A possible approach for instance. The Chinese flush with money ring a bell ...

[grity] 22/3/2019 16:01

My concern now is the directors are not topping up at these levels or have traded any shares for a while ,knowing what they know , ie future earnings prospects etc. But if out of the blue one morning we hear they have started selling we are doomed .
Don’t want to sound too negative but the positives are coming to a halt. Need out before it’s too late , fingers crossed I get a chance GLA

[hannath] 22/3/2019 15:42

.... just in time for "sell in May, go away ....."

[albert3591] 22/3/2019 15:28

Brexit/end of financial year.Sells in all stock tend to happen,buying will pick up in April.

[augustusgloop] 22/3/2019 15:26

Their last revenue prediction was with just 6 weeks of 2018 left.

They then hit $3.6m LESS than their prediction.

Given that most of what they shipped in this 6 week period must have been known at the time -- the fall is huge.

I very much doubt that things got better on the 1st of January.

[adejuk] 22/3/2019 15:16

tom
we are reeds in the wind