Iqe Share Discussion Threads

[horneblower] 08/6/2019 19:46

I remember when a pint of brown ale cost 1s/8d...that's one shilling and eight pence in old money (about 8.5p).

I'm thinking of buying a Huawei P30 Pro phone mainly for the camera. I'm surprised that they are not being discounted that much yet. Should I wait?

[toffeeman] 08/6/2019 15:56

Good on ya Dave - wish my daughter had done something like History instead of International Business :)

Best

[lord loads of lolly] 08/6/2019 15:03

DerrickTrotter - Halifax Sharedealing are worth a look. Their trading fees are a bit higher than iweb's, but I believe their platform & research data is more comprehensive. Critically, for higher value portfolios they don't clobber you with any annual % charges - just a flat £12.50 pa on ISA accounts. I've generally found them quite reliable, even during volatile periods. Like most things, it's not a one-size-fits-all decision. So your portfolio value, trading frequency & use of research data will influence which suits you best.

[sweenoid] 08/6/2019 15:02

Skyworks won’t be saying much;-)

11-V1 are a main competition for us in VCSELS, especially after having acquired Finisar, the main interest with them will therefore be how their Sherman plant is progressing

I will repeat yesterday’s comment, that in the annual report IQE state that they see a DECREASED threat in the competitive landscape and that the retention ( and acquisitions) of partners is excellent.

Look forward to reacquainting too :-)
S

[diplomat65] 08/6/2019 12:56

Skyworks and II-VI both presenting in London on 13th June. Would be interesting to see what the two companies have to say about their VCSEL capabilities:htTps://www.google.co.uk/amp/s/finance.yahoo.com/amphtml/news/skyworks-present-nasdaq-40th-investor-120000979.htmlhttps://www.globenewswire.com/news-release/2019/06/07/1865839/0/en/II-VI-Incorporated-to-Present-at-the-Nasdaq-40th-Investor-Conference.html

[diplomat65] 08/6/2019 12:41

Wendy: this is taken from an item on HL's website:"Woodford Investment Management has not gone under. This suspension of trading gives Woodford some breathing room to get his fund into the shape he wants. And furthermore your assets are held safely by an independent company called Northern Trust, a financial services firm with one of the highest credit ratings. This is standard practice for fund management to reduce risk to investors."The full piece can be found here - htTps://www.hl.co.uk/news/articles/woodford-our-view

[diplomat65] 08/6/2019 12:04

Thank you. I found the "Dear Shareholder" AGM letter in there too.Good luck with the exam. Look forward to saying "Hello" at the AGM.

[davr0s] 08/6/2019 10:21

They are legally required to separate investor holdings and cash from their own company operations. Clearly the fund management side has taken a reputational hit so we may see changes there but personally I see the risk of the HL business getting into serious problems as quite remote so personally I am quite relaxed atm. But of course DYOR

[wendybatt1] 08/6/2019 10:11

Hargreaves Lansdowne hold a huge amount of IQE shares in behalf of us shareholders. What happens to our shares if HL get into trouble. Will our SIPPS be safe and what would happen to our portfolios practically. Does anybody know the answer?

[coolhandfluke] 08/6/2019 09:16

I nearly got a blue at Oxford. It was just unfortunate that the white finished up tight behind the pink.

[toffeeman] 07/6/2019 18:30

What degree are you taking at the OU Dave?

[sweenoid] 07/6/2019 14:35

Diplomat - your shares ( like mine) are probably held in a nominee account, that’s why we don’t get the notification
I would add that if you want to vote , you have to notify your nominee to do so on your behalf

This has really interrupted my revision ;-)

I have had a cursory look at the very full and detailed annual report - just click on report in Investors section of IQE web site , the main headlines make very satisfactory reading , i then have confined myself to the most important part which is RISK and am delighted to report that IQE have defined a LOWER RISK going forward for customer concentration, tax compliance , but MOST IMPORTANTLY for influence of market conditions and competition:-) :-)

Everything else is equal to 2018 risk - except for increased risk in Human Resources- recruitment, they are mitigating this by taking recruitment in-house and they also comment that the retention of staff is extremely good it is interesting that this problem with recruitment in high-tech industries has been reported by a number of companies. I am interested in GB group and they made the same point about recruitment in their report the other day, it seems a ubiquitous problem. The other increased risk is in loss of intellectual property specified as companies trying to pinch their intellectual property or IQE deemed to have infringed other companies patents. We know that IQE are involved in a patent dispute due to be settled in September we also know because of my question to the chairman, that this is against a company deemed to have infringed on IQE’s patient portfolio, I await with interest and result they deem the risk as moderate or small in terms of general risk, But as specified to me in the Chairman’s response to my query they would not be taking out the litigation if they were not entirely confident that they were being infringed upon.

2019 is apparently a year of opportunity...let217;s hope so.

Oh, and before anyone here mentions it, the dreaded G word is mentioned in R+D ...graphene ;-)

I will read the full report diligently when time allows

S

[technowiz1] 07/6/2019 14:22

lord loads of lolly - No problem, and I agree it's not clear on the website. Luckily I have had the opportunity to visit both the IQE and Newport Wafer Fab facilities, hence my basic understanding of what they both do.

[lord loads of lolly] 07/6/2019 14:03

technowiz1 - thanks for clarifying. Hadn't realised NWF processed chips rather than wafers. Was misled by the 'wafer' part of their company name!

[technowiz1] 07/6/2019 13:56

Newport Wafer Fab is a chip processing foundry for compound semiconductors whilst IQE is an Epi Growing foundry for compound seiconductors. Just for clarity IQE would be a supplier of EpiWafers to a facility like Newport Waferfab who would process the Epi Wafers into the chips/devices. This would be a logical vertical integration for someone like Drew.

[diplomat65] 07/6/2019 13:24

Thanks for the link. I just looked on the IQE website and clicked on "Media" and there is no sign of that letter dated 24th of May so I assume you received it direct or a link to it in an email. As a holder of close to 200,000 shares I would have thought I deserved the same level of attention; the letter is addressed to "Dear Shareholder" after all. IQE do seem to operate an odd relationship with their shareholders . . .

[gnnmartin] 07/6/2019 12:40

The location of the AGM is given in

That states: '(The AGM will) be held at the Village Hotel, 29 Pendwyallt Rd, Cardiff CF14 7EF (M4, Junction 32), on Tuesday 25th June 2019 at 11:00am.'

[lord loads of lolly] 07/6/2019 12:14

It would seem unlikely Drew was trying to compete with himself, but the article isn't clear.

[lord loads of lolly] 07/6/2019 12:12

grity/anyone else - any idea whether this is a potential competitor to IQE or just an additional manufacturing source for them?