Iqe Share Discussion Threads

[lpavlou] 17/7/2019 19:55

I don't think the US have issued any licences yet to enable Lite and others to sell to H. Lots of talk about the ban being lifted, but it's still in place. I don't expect this to change anytime soon, so expect the results to be as recently highlighted. We might learn more from the con-calls in the next few weeks as the US companies report their quarterly results. As I intimated before, I think the shorts acquired the necessary shares to cover heir positions to protect their profit and will be slowly selling them into the market to drive the price down.

[augustusgloop] 17/7/2019 15:47

You should all stop complaining --

Where else can you buy a non-growth company at a PE of only 423 ???

Fill yer boots.

[adejuk] 17/7/2019 10:52

jeez
back to the 40's?

[quoinit] 17/7/2019 09:35

Dexter, seconded but I’d just substitute punt with another four letter word. Complete peasant

[picobird] 17/7/2019 08:43

hopefully Lumentum are shipping again

THAT GLOBAL BAN ON HUAWEI? NOT SO MUCH ANYMORE

[dexter5] 16/7/2019 21:01

regas
recycling post seems to be your 'forte'
why dont you punt off to where you came from

[phi2001] 16/7/2019 11:59

Then I suppose it must be "aunt".

[regasclockwork] 16/7/2019 11:23

boboty16 Jul '19 - 09:37 - 27179 of 27180

"Yawn" -End-

I've thought of a four letter word to describe you and it isn't 'bunt'. LOL!

EDIT: botty boy, as your grasp of the alphabet extends no further than 4-letters out of the 26, let me help you out. Replace the 'b' with the next letter in the sequence and you'll be home & dry. If you can solve that, your application to join the team at Bletchley Park may be retrieved from the waste bin. Meanwhile, don't give up the day job. Delivering leaflets door to door is not to be sniffed at. LOL!

[spursspurs] 16/7/2019 09:42

Zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz

[regasclockwork] 16/7/2019 09:06

Tomduck15 Jul '19 - 23:41 - 27177 of 27177

"I like the sound of where all this is heading for IQE." -End-

Sounds great, but the share price, even with all this good news, is heading in the wrong direction.

I note that VRS soared 8p yesterday to 113p [+7.6%] on the news that it has secured the required approval to manufacture between 1 and 10 tonnes of graphene per annum.

IQE also soared 8.85p recently to 69.75p [+12.9%] on news that Trump had removed the ban on US firms supplying chips to Huawei. Two weeks later, we are now back to 57p.

Tomduck told us months ago that he had taken most of his money out of VRS and transferred it to IQE 'indicating' that VRS was a pile of poo and a disaster waiting to happen. He preferred to put it all into a 'real growth stock' like IQE.

Whether this was a wise move, only time will tell. VRS's share price has 'GROWN' to 113p and IQE's has 'SHRUNK' to 57p. At the moment we would be very lucky to get 113p if a takeover popped up as that would be a 94% premium on today's share price. Probably more like 81p [40% mark-up?].

One thing I CAN almost guarantee is that those 2-clowns 'Yawn'& 'Z' will be on here 'VERY SOON'[two words made famous by APHRO] with a 'word' of wisdom. LOL!

[tomduck] 15/7/2019 23:41

Latest reports from Credit Suisse and Barclays now suggesting that 2020 5G phones will have 4 rear lenses (inc world facing) and the screen will feature Face ID and touch ID that will cover the entire screen. Essentially total biometric security that in combination is pretty much uncrackable. Apple have their sights on phones becoming your passport. I like the sound of where all this is heading for IQE.

[swiss paul] 15/7/2019 21:01

Yawn - well until next week when we find how deep Dr Drew has his nose in !!

Turnover vanity - profit sanity

IOTS

[kazoom] 15/7/2019 18:20

This fella demonstrates how you could have bought at around 30p (with the benefit of a rear view mirror) and uses lots of acronyms and BS to conclude that the current situation is "interesting".

A compelling view that comprehensively demolishes the idea that charting is just a load of old pony.

A real must view.

[picobird] 15/7/2019 10:51

DR_SMITH......thanks, that was a really interesting read.

[dr_smith] 15/7/2019 09:40

Not OT but surprisingly on topic!
Skip to last para if in a hurry.

Killed for spying: The story of the first factory


Last para
----------
"Workers in Foxconn City, for example, do not make iPhones.

As it says on the back of every handset, they are designed by Apple in California, but "assembled" in China, using glass and electronics imported from Japan, Korea, Taiwan and even the USA itself.

Huge factories have long supplied the world. Now the world itself has become the factory. "
-----------

It is what we know all along, a world market, using world specialists to reduce unit cost and/or achieve higher quality/functionality.

Yet Trump is working against this. World economics dictates he will lose, but maybe there is room for US to do more in-house, and improve prospects for US folks, so perhaps there is method in his madness, but elsewhere in Trumps actions I see only... (unprintable or I may have to resign from a job I don't have ;-) ).

So a world market (and trying to protect home markets) has been going on for over 300 years, a 100 years before Luddites were known!

Dave

[coolhandfluke] 14/7/2019 12:52

Hi BoboYou watching the cricket as well. I'm glad I don't pay to watch this stuff. I can't believe we have a blind fellow bowling for us. He just got a lucky wicket though.

[regasclockwork] 14/7/2019 10:21

Hi fluke, maybe your "big share price improvement based on more positive news" is about to engulf us?

The following recent cut & paste job from Sweeney got 16-thumbs-up so I assume it's GREAT NEWS for IQE?

sweenoid11 Jul '19 - 22:15 - 27149 of 27167



"This market is not that small: ams estimates that the entire global automotive industry will need 22 billion sensors by 2020 - IN JUST ONE YEAR." -End-

I think someone should get in touch with IQE immediately as they may not be prepared for this onslaught. According to a report from the AGM, they are awaiting orders before expanding? Read on:

"10 reactors in operation at the new site and NO MORE ON ORDER until sales / revenue increases. DISAPPOINTING as at the AGM last year they EXPECTED ANOTHER 10+ to be installed within 12-18 MONTHS. Asked Chris if IQE knew what TRP's game was but he said THEY DIDN'T HAVE A CLUE. Asked if they had any news about Finisar and he reiterated that IQE still had 90% of outsourced VCSEL market. Asked him the size of the outsourced market compared to the in-house 'market' and HE DIDN'T REALLY GIVE A STRAIGHT ANSWER (IMHO). Claimed he WASN'T AWARE of anybody making VCSELs in house, not sure that is correct." -End-

I used to be indecisive, but now I'm not so sure!

Must sign-off as I've got to get padded-up ready to face the Kiwi's.

[adejuk] 14/7/2019 09:09

regas - is it bordeaux?

[coolhandfluke] 14/7/2019 07:48

Hi RegYou should be saving that ASDA gourmet stuff until we have something to celebrate, like becoming philanthropists on the back of IQE.Having a very high P/E suggests the market still expects IQE's growth will be stronger and quicker than IQE's own forecasts. I'd like to believe that the recent interruptions are behind us and we will soon be seeing a big share price improvement based on more positive news.Regards.