Iqe Share Discussion Threads

[mhassanriaz] 04/7/2019 22:07

Thank you S.

[sweenoid] 04/7/2019 21:51

Do we provide AMS ?

I give up! If you really want to do research on IQE start by reading my posts, that will give you a starter and will certainly tell you all about AMS.

And LEARN to do the links while you are at it- it’s totally exasperating that posters still can’t do it.

IQE have reported that they have 4 reactors in full production at Newport - “Four reactors are currently in mass production with the first major customer‘

That major customer is of course Lumentum....for the next generation of APPLE iPhones.

On a more general note and for those that will seek to sow doubt into investors minds......

The KEY that opens the door to the single biggest KILLER application for future smartphones is AR - Augmented reality - and surprise surprise AR is impossible without both front and world facing 3D sensing ......which is impossible without VCSELS .

If any dimwit believes that Apple and Android community won’t be fully utilising 3D sensing in an increasing range of smartphones in the future then they are frankly clueless.

If Apple are truly migrating to the bog standard ‘range’ it shows why Jonny Ive has left them. On that subject, making Tim Cook, a ‘supply and operations’ guy CEO was a disaster, from day one Apple’s innovation has dried up.

I sold the 200K I bought at 47p at a very significant profit :-) , I will be looking to do a similar trade very soon if false and fake news and fear and angst cause a deterioration in the share price , my major long term holding remains entirely intact :-)

S

[mhassanriaz] 04/7/2019 21:16

@Diplomat. I did some research and tried to join the dots for Valeo 500 Million order. I found that Valeo worked with three companies to create the Valeo SCALA one of the company is called IBEO then I traced it back and it connected me to AMS( not sure we provide them)
I am putting two links down read through and I hope it makes some sense. I need some help from experts on this board to confirm if we provide AMS. If so, we may hear something positive from IQE.

hxxps://www.globenewswire.com/news-release/2019/05/20/1827611/0/en/Valeo-SCALA-Laser-Scanner-Teardown-Analysis-Cost-Analysis-Estimated-Price-Analysis-2019.html Link #2

hxxp://optics.org/news/10/5/32

[mhassanriaz] 04/7/2019 20:40

First of all its a rumour and secondly, 2019 iphone line up will still have face id. Lets not forget that VCSELS are not limited to face id only they also used for AR, Photography and ect. lets say Apple takes away the facial recognition feature to cut costs but how can they beat competitors who are providing more features including Facial recog. Apple needs to cut margins to regain market share in my opinion. I watched TP's interview just now and I felt that he wanted to say more about Autonomous cars/ Lidar but NDAs prevent. If Apple was to ditch the use of Vcsels entirely then their Finisar investment is down the drain. So lets not believe in rumours and I hope that Tier 1 customer extends the contract with us. Thanks. MHR.

[sf5] 04/7/2019 17:52

Article bemoaning Apple binning FaceID But why should Apple pay attention to a mere Fleet St hack? Thing is, it always struck me as a hugely over-engineered solution to a simple problem, unless app developers found other uses for it, which it seems they haven't yet in meaningful numbers. Let's hope Androids don't go the same way!

[sf5] 04/7/2019 15:31

Thanks for that, Diplomat. My simplistic reasoning was that the Valeo contract is so large that , if there were "IQE inside", we would surely have heard about it? I'm assuming that the wafer content of lidar arrays is maybe 3-5% of the overall cost. But maybe it's 1% or less? It's this lack of commercial details that I find so frustrating about this company and business. I recall though around a year ago that AMS (?) were reported as selling vcsel units for FaceID at around $2-3.

I'm assuming that no one even at the sweeney/rega/savvy investment level can justify shelling out for the full report you linked:(

By the by, did anyone else pick up on the recent reports from Forbes etc that Apple are planning a cut-down iphone for the Chinese market with TouchID and no FaceID, to limit cost?

I have a basic iphone 6. In my experience TouchID is a frustrating waste of space - unlocks maybe 1 time in 10. Much simpler to type in 6 digits!

[suffersnofools] 04/7/2019 14:16

Because they think the Conpany is over valued.I think they're wrong in the long term but happy for them to let me buy cheaper.

[adejuk] 04/7/2019 14:03

it's hard for me to understand why the shorters persist
maybe they think trump is trumpeting as per

[suffersnofools] 04/7/2019 13:59

Gravestone Doji on the weekly at the mo. Looks like it wants to test support around 47.5

[savvy investor] 04/7/2019 13:09

I am down to 300k shares here in my SIPP and will not slice any more. Did anyone else follow my suggestion on ARB. Strongly suggest at least read the last few RNS there, do some sums and read the message boards. Don't take my advise please in buying, but I don't think you will be disappointed in the interesting scenarios!

[diplomat65] 04/7/2019 08:07

Sf5 - are you sure IQE's Edge Emitting lasers are not incorporated in Valeo's SCALA laser unit? htTps://www.globenewswire.com/news-release/2019/05/20/1827611/0/en/Valeo-SCALA-Laser-Scanner-Teardown-Analysis-Cost-Analysis-Estimated-Price-Analysis-2019.html

[adejuk] 04/7/2019 06:32

lll
i agree re last transaction but check against the previous one.

[regasclockwork] 04/7/2019 00:36

mhassanriaz 25 Jun '19 - 13:11 - 26879 of 27054 [IQE 55.90p]

"I am interested in Oppenheimer because they are Bullish on Trade war resolution this week. We might see them adding if things go well." -End-

Hi mhass, I think things went well on the 'Trade War Resolution', but no sign as yet of Oppenheimer adding. That's not to say it won't happen today [Thurs] of course. However, nearly 2-weeks have passed since IQE's share price collapsed by 28.31p to 43.34p [intra-day]. If they had added, as they own more than 3% they would have had to inform IQE within 2 to 3 days of the purchase.

Since last October Oppenheimer [shares now transferred to Invesco?] has added around 100m shares at average price of 88.0p.

Oppo's last 'top-up' [7-million shares] was around 15-March 2019 at 89.0p approx. You'd have thought they would have been grabbing a few million more when it fell to less than 44.0p? Shouldn't have been a problem to buy as more than 56 MILLION shares changed hands the day of the meltdown.

Millions of shares available at HALF the price previously paid. What's not to like about that? Could today be the day? Still 'CHEAP AS CHIPS' at 63.1p? or not?

[croquetman] 03/7/2019 13:52

The shorters are probably now below 8% from the heady days of 12%.

They must be going to another play ground.

[lord loads of lolly] 03/7/2019 11:40

adejuk - Think you're mistaken. As cheek212 said, TRP have REDUCED shares on loan from 3.84% to 3.58% and INCREASED shares held direct from 12.85% to 13.14%. Their overall holding has INCREASED from 16.70% to 16.72%.

[tomduck] 03/7/2019 09:51

Rowe will be telling the board what to do next 😉😂

[adejuk] 03/7/2019 09:41

cheek
it looks like they loaned ano 5 mill and took 2 mill back

[cheek212] 03/7/2019 09:18

Rowe's holding up more and shares on loan down.

[croquetman] 03/7/2019 08:46

Nice interview.

Now go an get some contracts!