Iqe Share Discussion Threads

[savvy investor] 08/6/2022 15:43

And your attack on my credibility built on confidence on markets that didn’t yet accelerate for different reasons is what Lord?

[lord loads of lolly] 08/6/2022 15:39

Always good to keep an open mind (which filtering sometimes prevents). But context is also important, which is why I made today's comments - and stand by them. I'm as keen as the next investor for IQE to succeed, having a six figure sum at stake here. But IMHO, when we start getting posts from new? "chartists", suggesting "80 before resistance and then another significant move up (£1.30min???)", it's time to deflate (if not burst) their bubble.

[longtallsally] 08/6/2022 15:23

So long as the posts on the board are balanced views and not some of the ramping that went on in the past everyone should be free to post what they like. We can already see the rising price and interest has bought more posters (some of whom have posted the same posts on the LSE board) and I expect this will continue further if the price goes past 40 and consolidates.

Also of someone is not your cup of tea posts wise then filter them, easy and then you need not be annoyed ;)

[nakedjeff] 08/6/2022 15:21

Damn I missed that 22 ☹️

[savvy investor] 08/6/2022 15:16

Crosswires, note Lord is the one who refers to me in his posts, I refer to what I think about IQE so either ignore him or not. I have been clear about my views and admitted when wrong. The board is about opinions and mine are about the company rather than trying to be clever like some others. I am comfortable with my views and my investments and believe I will make a lot of money with IQE. I sold all in March 2020 at 47p and bought back at 22 to 29 or little higher on the months after. I see this as an even better chance to invest and have put my money where my posts are. I don’t care to discuss other people, I want to make money and retire to golf course

[lord loads of lolly] 08/6/2022 15:14

It's nothing personal, so no hard feelings I hope. Just that I suspect some were persuaded to buy in last time, based - at least in part - on savvy investor's ever-more-enthusiastic posts. He's freely admitted, with hindsight, that these were very wide of the mark - and I commend him wholeheartedly for that. But some may be relatively new to this board, so I'm just trying to inject a bit of balance and caution. Which includes pointing out that the shares savvy sold in March 2020 at 47p were - by his own admission at the time - sold at a loss. Even if he's bought back in cheaper since.

[crosswires] 08/6/2022 15:06

Time for a reset Lords and Savvy ;) Shake hands or whatever ;)

[savvy investor] 08/6/2022 15:00

Lord, I have no back story. I was wrong 2 years ago before the world changed for everyone with supply chain, inflation and lower growth in new markets than I expected. 5G, wearable glasses, smart phone health monitoring via smartphone and many more markets are going to grow exponentially soon, I want in before they do. Get over it and discuss today or stop referring to me in the way you like to trying to be the big man saying I got something wrong that I freely admit. Try looking at yourself rather than me and by all means filter me

[lord loads of lolly] 08/6/2022 14:54

longtallsally - I agree entirely. I'd also encourage savvy investor to come clean with his full back story. We were told by him a few years back that things could only get better for IQE. They promptly proceeded to get significantly worse, the share price duly tanked & (according to his posts at the time), he then finally bailed out at a hefty loss. Not saying we'll see history repeat itself. But just like all the rest of us, he's not an infallible guide.

[savvy investor] 08/6/2022 14:53

Totally agree lingtallsally.

Only question is whether you invest before such figures are likely or real based on the news you do have available.

The new CEO, Richard investment, general release of 8inch months/years ahead of competition with the markets served being such fast growing and the 5g investment pickup in China and soon around the world to stimulate growth and the government reasons for encouraging companies like IQE mean I want in before the general public realise. 40p means 100% at 80p but only 33% at 60p so you have to decide when is the right time. And clearly I could be incredibly wrong.

[longtallsally] 08/6/2022 14:20

Talk of 80p quickly and £1.30 will only come about if IQE deliver substantial growth in revenues and some profit, not because the chart says so. This is not a new fangled recently floated stock. We have discussed the likely hope of takeovers a hundred times and I see nothing new that would indicate that.

However it is nice to see IQE getting some attention and the price moving up steadily. A little and often will do me nicely me thinks :)

[suejarvie] 08/6/2022 14:19

I'm starting to wonder if there is a predator sniffing around here!

[iqesxx] 08/6/2022 14:18

Potential double bottom on monthly chart?

Low close Mar 2020 26.84
Low close Apr 2020 29.33
(I know more than the usual 3-4% derivation but it is over a 2 year period as opposed to a few months)

If plays out should move to 80 before resistance and then another significant move up (£1.30min???).

Hornblower (or others), any thoughts/comments would be much appreciated.

[crosswires] 08/6/2022 14:18

So it looks like IQEs recent performance and the big PI purchase might see “traders”; and momentum investors checking out the stock. I’m now hopeful that the poor couple of years can be put to bed and I can relax a little and look forward to a significantly better couple of years knowing that i’ve accumulated as many cheap shares as I possibly could justify. Be interesting to see if we get some more pertinent news (now IQEs news flow under AL has improved) pre September earnings. My fingers are firmly crossed that there is no negative July update.

[savvy investor] 08/6/2022 14:07

Ok I did it 2 years ago at between 22 and 29. In now going to go all in. I think this is all now very real. It is not huge money compared with the likes of Richard but I could buy a house of the SIPP allowed… got 40k coming in bonus soon so if roses before done, if doesn’t I’m still going in. I put lots in at 30p and never been so sure it was right since 22p in March 2020. Don’t follow me, do your own due diligence and use your own risk profile 😁. Good luck

[master rsi] 08/6/2022 12:33

We had a bit of profit-taking ( retracement ) very heathy and back up again

order book went weaker earlier 28 v 32, but is back to positive territory now with DEPTH of 35 v 27

[master rsi] 08/6/2022 10:53

Very strong at the moment and improving all the time
Order book

Bid sidDepth 3210:50 3,467 37.410:48 16,072 37.2510:48 10,700 37.210:50 2,269 37.1510:48 5,959 37.0510:49 2,190 37.0510:41 2,187 36.9510:41 2,060 36.910:41 2,130 36.910:41 26 36.910:40 23,782 36.8510:50 7,611 36.810:50 8,457 36.7510:40 39,326 36.5510:40 7,500 36.5510:49 19,090 36.5510:40 7,202 36.4510:50 CANA 30,000 3610:50 STFL 30,000 35.6510:50 PEEL 30,000 35.6510:50 MREX 30,000 35.6510:50 NUMS 30,000 35.6510:50 INV. 30,000 35.6510:50 SING 30,000 35.6510:49 LIBC 30,000 35.610:33 WINS 30,000 35.25OFFER side25 Depth37.6 6,000 10:5037.6 2,131 10:5137.75 5,900 10:5138 1,417 07:5038 30,000 SCAP 10:2138.05 10 10:5038.2 6,872 10:4038.2 8,206 10:5038.3 7,500 10:4038.35 18,517 10:5038.45 7,284 10:5038.95 30,000 WINS 10:3339 30,000 CANA 10:50

[savvy investor] 08/6/2022 10:40

Starting to feel a fast run up past 40 is likely here for multiple reasons, Richard’s investment being the most tangible

[master rsi] 08/6/2022 10:38

Level 2 ( order book ) improving all the time bid at 37p
Bid side
DEPTH 32

Offer sid
DEPTH 25

[master rsi] 08/6/2022 10:25

Someone got - Crosswires - alright

------------------

My thread back in 2003
IQE- Silicon is the future IQE - Master RSI 2 Feb '03 - 22:10
... IQE know where they stand, Amberwave (IQE's partner) increasing its Asian presence, this is a bullish trend and a good point to pick up the shares @ 4.50p.

IQE- Silicon is the future - Master RSI 2 Feb '03 - 22:10

[master rsi] 08/6/2022 10:22

Big movement UP at Level 2 at the moment and 36.95p bid..

10:21 520 36.95
10:21 6,000 36.9
10:20 2,269 36.85
10:20 6,000 36.75
10:21 6,600 36.75
10:21 2,190 36.7
10:21 13,026 36.7
10:20 6,000 36.55
10:21 26 36.55
10:21 2,060 36.55
10:21 2,130 36.55
10:21 8,952 36.35

[longtallsally] 08/6/2022 10:20

Agreed, most people don’t even know what IQE produce!

[crosswires] 08/6/2022 10:15

🤷🏼‍♂️ Just copying and pasting anything to do with the semi conductor sector doesn’t really mean anything…

[master rsi] 08/6/2022 10:09

CHIP STOCKS WAVER AFTER YELLEN CALLS FOR MORE INVESTMENT - 7 June 2022

U.S. chip stocks are slightly positive on Tuesday in a topsy-turvy session, with the main chip index failing to hold onto an stronger lift after U.S. Treasury Secretary Janet Yellen called for increased investment in the semiconductor industry.

Answering questions from U.S. senators, Yellen called investing in semi manufacturing capacity a national security priority as well as an economic priority.

She said it is important to "make the investments in semiconductors that will keep the United States in the lead in this critically important industry and to make sure we have the capacity to produce advanced chips at home".

The Philadelphia Semiconductor index up 0.1% at mid-day after bouncing between gains and losses. That was in line with the S&P 500 and the Nasdaq.

Advanced Micro Devices and Applied Materials are both slipping about 1%, weighing on the chip index.

ON Semiconductor is off 2%, giving back some of its almost 5% gain from Monday following news the analog chipmaker would join the S&P 500.

On the upside, Broadcom and Marvell Technology are each up just under 1%, lifting the chip index more than any other stocks.

Hit by Wall Street's recent distaste for growth stocks with high valuations, the Philadelphia chip index is down about 22% in 2022, about the same as the Nasdaq.

[crosswires] 08/6/2022 07:58

👍 I think most of us agree Savvy that things are starting to look more positive for our investment. Overall i’m now up so very much looking forward to the next phase of Americo’ tenure…