Iqe Share Discussion Threads

[master rsi] 09/6/2022 17:22

UT 39.30p -1.70p ( closing spread 39.60 v 39.85p )

SP ahead of events yesterday

[tomduck] 09/6/2022 16:37

Oh dear, this was always one of the better bb for a lack of nutters.

[master rsi] 09/6/2022 16:34

You do NOT get away with murder so easily
A B@stard will always be a B@stard even if is SILLY Sally
I seen it before in my research, I am not the first filtered

LongTallSally - 01 Jun 2022 - 12:06:01 - 800 of 910 New CEO, new hope,
Filtered too, gladly we don’t get many like this on the IQE thread

LongTallSally - 01 Oct 2021 - 12:01:26 - 15833 of 19813 PowerHouse Energy - The New Positive Thread - PHE
A filter button is as good as terminate, if you know what he is going to write already

[longtallsally] 09/6/2022 16:24

Filtered. I’m sure there are some holders who are interested in the daily order book but i’m not one of them ;) I’m here for the long term and not interested in those daily machinations or your no doubt correct calls in why they occur ;) Ciao

[master rsi] 09/6/2022 16:01

A large trade 1M buy
Most likely it was from ..... SILLY Sally
What?
15:53:33 39.40p 1,000,000 394.00k

note: silly comment deserves taking the P!ss more than once
Opening the mouth too wide ... A fly went into it.

edit: to make sure you read it ( from next post 908)
You do NOT get away with murder so easily
A B@stard will always be a B@stard even if is SILLY Sally

[master rsi] 09/6/2022 15:54

re - LongTallSally9 Jun '22 - 13:46 - 900 of 904
Funny that the new chartists and order book messages have dried up! ;)

You must be a suffering shareholder alright, not only here but in VRS and PHE
I seems everything you touch turns to Brown sauce alright.

I have the answer to why is moving lower today..
.... but I will not tell it to a SILLY Sally now

[lord loads of lolly] 09/6/2022 15:13

lpavlou - many thanks. I appreciate there's always a long lag between tool purchase/commissioning & final order revenue generation. But I'd certainly have expected it to bear fruit within the five year window from 2017. The fact they're now trying to secure additional government grants suggests to me that £95m placing money wasn't best spent. Otherwise, surely we'd have seen a sales & profits uplift already?

[lpavlou] 09/6/2022 14:48

95m has all been spent. Net cash was 10m at year end but this still resulted in net debt being 5m. It's the only reason for some optimism. Why carry on spending if you didn't think that the orders would flow thru

[longtallsally] 09/6/2022 14:32

Lotds, how do you expect anyone on here to know the answer to that question? Surely one for the AGM…

[lord loads of lolly] 09/6/2022 14:11

crosswires et al - Do we know how much (if any) of the £95m still remains from IQE's 2017 placing? I guess a fair bit went on expanding the Newport fab, where take up is still very low. £95m seems an awful lot of extra money to spend within 5 years, when you're still only turning over c. £150m annually. I'd have thought Lemos should be aiming to improve utilisation of existing facilities, as opposed to raising extra funds for new sites. Unless they've burnt through the entire £95m already and need additional funds to tool & staff expansion at Newport. In which case, it begs the question once again. Where exactly was the £95m spent - and how come it appears to have generated little if any extra revenue to date?

[longtallsally] 09/6/2022 13:46

Funny that the new chartists and order book messages have dried up! ;)

[crosswires] 09/6/2022 10:58

Savvy, yes interesting times, although the share price is just as likely to drop back than rise again in the coming days/weeks from experience. However the issue I’m keen to hear about is what form the expansion Americo talks about will manifest itself and how it will be paid for? Fund raise, expansion of credit facility, private investment, government grants or “partnerships”? When we know the answer to this and exactly what we will be producing in this expansion we will have a better idea of the mid term potential for the share price. As ever the possibilities for IQE are great, what is now required is much needed execution that delivers a quick return to growth that becomes sustainable growth that leads to growing profits. IF (and it’s certainly not a sure thing!) that happens the share price could easily be in the £s and not the pence…

[savvy investor] 09/6/2022 10:33

Predicting day to day is something we might all do for a bit of fun and should be seen as such. I called a quick rise above 40p this week, I said today I see less profit taking than might have been expected after healthy rise. On balance, from those getting excited by Richard’s significant buy in, 8inch, new CEO plans, new 5G stimulus etc etc and hence the weighing scales I believe will keep this going over the next weeks and could remain unusually strong today and tomorrow even after the small recent run up.

Time will tell, good luck, incidentally my money will continue here for months while sun 68p remains.

[longtallsally] 09/6/2022 10:13

You’ve got more than me Crosswires but I share your cautious optimism whilst noting the increase in “traders”; and chartists on the board. We can all coexist and should too many “ramping”; posters turn up they can always be filtered. I concur that it will likely take some positive news to get us anywhere near that 80p of last year, but with the new CEO that is no longer out of the question

[crosswires] 09/6/2022 10:02

I wasn’t trying to show off any prediction skills Hornyblower, just saying it wouldn’t surprise me if there was, and indeed there may not be, in which case i’ll be delighted! I’m more interested in making money from my shares and so obviously expect the share price to increase over time or I wouldn’t hold 425000 of them but I can see with the recent quick increase the board will attract some momentum and chartist investors. However i’m not trying to score any points against you or anyone else..

[master rsi] 09/6/2022 09:58

Today's trading

Many reasons for today's profit-taking or mark-down this morning
1 - US market ( Nasdaq ) finished down last night
2 - IQE was well overhead of the normal rise +5p yesterday
3 - China continues to grapple with Covid-19 outbreaks ( "News of a fresh lockdown         in Shanghai sent the market lower in Asia")
4 - Nothing goes in a strait line, in this case up, up and up.
5 - UK Indices were well down at the start of the day, but now recovering and IQE
    should also

[horneblower] 09/6/2022 09:54

You point being that your "prediction" that there would be profit taking was not done in hindsight?

[crosswires] 09/6/2022 08:35

Kind of my point ;)

[horneblower] 09/6/2022 08:32

Everyone can be 70% right using hindsight lol.

[crosswires] 09/6/2022 08:19

I expect some profit taking today, there is definitely a chance we don’t hold 40p. People have been burned before and for “traders”; mid to high 20s to 40p in double quick time represents to them a decent return. Oh and I am not a chartist, they are wrong as often as they right.

I’m invested for the mid term and after much more than our current price so not really that interested in the day to day machinations.

Either way will be interesting to see what happens over the coming weeks and months, suspect we will need some news flow to move past 50p

[billytkid2] 09/6/2022 08:17

Intel warning on slow down from weakening demand will hurt the sector today.

[nasnas1] 09/6/2022 08:04

Auction.. 43 next resistance -After which it's 50

[master rsi] 08/6/2022 23:53

If continuing with today's strength it should be a BREAKOUT tomorrow from the neckline around 42.75/43p