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Share Name Share Symbol Market Type Share ISIN Share Description
Iqe Plc LSE:IQE London Ordinary Share GB0009619924 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.20 0.56% 36.15 35.80 36.15 36.45 35.35 36.20 967,438 16:29:56
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 278.1 290

Iqe Share Discussion Threads

Showing 67276 to 67296 of 67700 messages
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DateSubjectAuthorDiscuss
23/6/2022
07:50
The next trading update? Next Thursday marks the end of IQE‘s financial year. The AGM is held tHE days before. It seems to me that the day of the AGM is an ideal time for the next trading update. It makes absolute sense when the meeting is being held in London with the London analysts present ( didn’t happen when held in Wales, so I think that’s a clue?),that IQE should update it investors about progress during H1,all the information necessary for the update will be available to the CFO at the time. IQE as has already prepared the market and its investors for a rather drab H1 results, the key aspect of the trading update will be looking into the second half and the what the new CEO says about trading in the second half is pivotal to how the share price will react in the next few months, the tone is crucial. The currency situation is very interesting, at present the pound has significantly lost strength against the dollar which is good for results which are announced in £, Obviously IQE also announce their results in terms of constant currency basis which is absolutely fair because most of our earnings are in dollars. However the headline grabbing numbers are announced in pounds so therefore the deterioration of the pound against the dollar is good for the headline numbers, which many don’t see beyond! 😉, the depreciation in the last 2 months visa v last year May make H1 results ( in Stirling) rosier than they would have been.It is unlikely that the pound will gain any strength against the dollar in the short-term in fact US interest rates are likely to continue to increase putting more pressure on Stirling. For the second half the pound may very well maintain a depreciation against the dollar of about 15% increasing sterling income by the same figure in the all important H2. IQE is not immune to the inflationary costs and I’m sure this will be mentioned and may be a bit of a damper for results but it has to be discussed, however the reception to any trade statement will be totally dependent upon the tone of the message delivered by the CEO. The opportunity v risk situation is paramount, my own opinion is the the global demand for compound semiconductor material in a digital world will actually gain traction and momentum and do this despite the geopolitical issues we face, Ihave sent in a list of questions relevant to shareholders which I hope they are answered. Good to see Lumentum highlighting yesterday’s announcement in all its news and social media channels 🙂 Bring it on! S
sweenoid
22/6/2022
16:28
A lot of late buying !!!
dickiebird2
22/6/2022
15:47
The Yanks don't take prisoners in business.
indiestu
22/6/2022
15:18
longtallsally - yup, he's certainly making a mint out of wafffers.
lord loads of lolly
22/6/2022
15:17
I can’t see him leaving, he’d have to be carried kicking and screaming on his package.
longtallsally
22/6/2022
14:58
Pullen is out the door. Not a believer. Good riddance to him.
indiestu
22/6/2022
14:57
Out of all of “them” seeing Tim “tight wad” Pullen buying out of his own pocket would be a buy signal. I suspect that he’s a low risk kinda guy managing to make do with his circa £400k salary!
longtallsally
22/6/2022
14:55
Fingers crossed Powell has a grip on this carnage. It's getting painful.
indiestu
22/6/2022
14:48
bing_b - in terms of IQE's less productive tools, has Pullen Your Leg bought any shares with his own money yet? Hmmm, might have guessed.
lord loads of lolly
22/6/2022
11:08
The market likes the news, markets are generally down today and IQE is currently up 3%.
dockenfieldman
22/6/2022
10:59
Great news but as always the proof of the pudding is in the tasting! Also worth noting that photonics margins are significantly higher than wireless margins so filling the Newport plant with productive tools (no .. don't go there!) would be very beneficial to the bottom line.
bing_b
22/6/2022
10:39
Don’t go there ;)
crosswires
22/6/2022
10:26
Cheap as chips at this price?
1retirement
22/6/2022
10:12
Agree it’s good news. We must remember that the next leg up for the IQE share price is now about our future markets and the exponentially increasing volume of 8” wafer production and the mass adoption of products that contain Face ID (which is still a top of the market feature) and those that feature micro LED (VR/AR). Lidar of course will be in most cars during the next decade and within the next 5 years alone that market is predicted to grow from $1.5b to $7b. Don’t make the mistake of getting stuck in the past couple of years as an indicator of the potential of iQE. If the past 5 months has taught us anything, it is that Americo Lemos means business… The world is only ever going to need a growing number of semi conductors, and of ever increasing complexity.
crosswires
22/6/2022
09:30
Seriously good news...........
chrisdgb
22/6/2022
09:28
Additional meat on the bones would have been useful. But I think some are being a bit too downbeat about this latest announcement. The bit about IQE being Lumentum's epitaxy partner of choice for LiDAR in autonomous vehicles has got to be significantly good news. And assuming Lumentum does what it says & begins to "ramp high volumes of differentiated solutions into even more demanding applications in the coming years", that too will be positive for IQE.
lord loads of lolly
22/6/2022
09:17
The issue here is lots of news but like in H2 last year no actual numbers. How have they done in H1? Unclear if todays announcement is just stating what is happening now or an increase in orders. Market skeptical.
guildedge
22/6/2022
09:09
It would have been useful if they could have thrown in the use of 8" wafers production process into that announcement.
twatcher
22/6/2022
08:12
It’s unclear if this is somehow extra revenue or just continuation of the existing contract with no increase in revenue. If the former then they could have worded it better as market will assume it’s the latter. If the latter it is still nice to be kept informed but won’t be a share price driver.
longtallsally
22/6/2022
07:56
Another great disclosure from IQE - I do feel that the new CEO has a plan and I do like his regular communications to the market - much improved from the past. Next step is for the CEO to spell out his plan?
dockenfieldman
22/6/2022
07:02
An existing partnership which ties them in for years? 'IQE announces multi-year strategic supply agreement with Lumentum -- Multi-year, high-volume supply agreement -- Development and production of broad, industry-leading photonics products IQE plc (AIM: IQE, "IQE" or the "Group"), the leading supplier of compound semiconductor wafer products and advanced material solutions to the global semiconductor industry, is pleased to announce the signing of a multi-year agreement with Lumentum for the supply of epiwafers supporting 3D Sensing, LiDAR for automotive, and optical networking applications. Lumentum Holdings Inc., (NASDAQ: LITE, "Lumentum") a market-leading photonics solutions provider, has been a long-term partner of IQE. Effective immediately, the multi-year agreement is focused on high volume production of epiwafers which will be used across Lumentum's portfolio of innovative laser products, in particular to enable LiDAR for autonomous vehicles, where IQE will be the epitaxy partner of choice for this technology. The strong partnership between IQE and Lumentum will also enable leadership across a wider range of cutting-edge technologies such as biometric security, data communications, and extended reality. There is also further provision for multi-year joint research and development initiatives. Americo Lemos, Chief Executive Officer of IQE, commented: "Our partnership with Lumentum is in alignment with our strategy to strengthen our customer relationships and to enter into long-term agreements securing wafer supply. Lumentum and IQE are industry leaders in the 3D Sensing space, and this partnership is underpinned by IQE's unrivalled technology portfolio. We look forward to our continued collaboration and expansion of our business relationship into new market segments." Alan Lowe, Chief Executive Officer of Lumentum, added: "I am pleased to extend our fruitful partnership with IQE into the future. They supported our ramp to high volumes in the consumer space, where we have shipped more than 1 billion large scale VCSEL arrays. As we start to ramp high volumes of differentiated solutions into even more demanding applications in the coming years in the automotive, extended reality, and industrial spaces, I'm sure our partnership will continue to flourish." '
guildedge
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