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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 67376 to 67398 of 67700 messages
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DateSubjectAuthorDiscuss
07/7/2022
20:08
I also find his posts excellent, i am a very long term holder. He has been around these boards a long time not like some of the posters slagging him off who only post mainly drivel. (% of shorts, what the management should do or not, ect.)
ricatcoatham
07/7/2022
14:42
Great bloke
boleyn
07/7/2022
09:10
It’s his lack of humility that’s his character flaw. Informative he is.
longtallsally
07/7/2022
08:20
I find Sweenoid to be very objective and very helpful.
willoicc
06/7/2022
14:32
Nail on the head Crosswires
longtallsally
06/7/2022
14:31
Doesn’t correlate at all johnny know it all. His IQE investment can still pay off with NWF still being his new baby. You’re a hard fellow to like Sweenyoid
crosswires
06/7/2022
14:21
I was trying to think about why Nelson recently bough 1.75 million IQE shares, thanks Crosswires for the answer which is now obvious! 😂😉 S
sweenoid
06/7/2022
13:02
One could surmise that NWF is to be Drews new baby and perhaps before long he will no longer be involved with IQE.
crosswires
06/7/2022
10:32
So it’s likely there won’t be serious volume on the Porotech partnership until 2024 at the earliest with the first signs at some point in 2023. One for the future.
crosswires
06/7/2022
09:33
Iqe published a link to this article on their LinkedIn feed…. https://www.eenewsanalog.com/en/ceo-interview-porotechs-zhu-on-the-porosity-advantage/
neil100
05/7/2022
11:09
The parliamentary meeting What a waste of time for anyone watching and even more so for our CEO to have to waste his time attending this. Some of the questions were so naive it’s unbelievable.I despair 😩 Having said that Lemos acquitted himself well and made his point and spoke with clarity, a competent A level student could have asked more competent questions than asked especially by one Buffoon. One would imagine that those asking questions would have at least spent some time researching the subject they will be asking about.asking Lemos about NWF was ridiculous , the answer was polite and short. The Nexperia executive remained remarkably calm given the intimidatory questioning, he made some interesting points that were entirely reasonable but when minds are made up by ignorant people it’s difficult to achieve anything Nexperia guy made some interesting ‘comments̵7; aboutDrew Nelsons NWF10 and it’s compound semiconductor’plans’,that any committee that knew what they were doing would have followed up on, but of course they didn’t. Asking the ‘graphene̵7; guy about compound semiconductors when Lemos was sitting next to him sums up the meeting, totally and utterly embarrassing S
sweenoid
04/7/2022
10:11
Fully agree a dose of realism is called for. All the chip majors are down big time, eg SMH is off 30% this year. The advfn thread used to have mini-charts in the header but sadly they've been dropped in the current thread. Consumer products are indeed very soft - new phones are surely the ultimate discretionary purchase. Maybe data centres and 5G infrastructure will hold up better to provide bread ad butter revenue? But all this talk of VR headsets, Lidar in cars etc, is surely a drop in the ocean currently. Maybe Lidar will take off one day, but Level 4+ autonomy still seems a distant vision despite the billions invested to date, so for the time being lidar presumably will be limited to minor 'safety enhancements' with fairly limited commercial value? Perhaps I'm too cynical but my take is that IQE will for some years be seen as a jam tomorrow company? PS: just looked and remarkably SWKS is on a 30.9.22 forecast PE of just 8.2! Extremely low for a tech growth business. Problem I assume is forecast turnover growth is just 8%, 7%, 3% for the next 3 years. It will be hard for IQE to grow that fast when one of their major customers is facing such headwinds, unless they really can grow their product market beyond their current bread and butter.
sf5
04/7/2022
09:08
I suspect consumer demand for new smartphones & pcs will be soft for some time, assuming there's relatively little in the way of "must upgrade" add-ons. Particularly given the costs involved. Why else would Apple be looking to offer payment by instalments? Which is why in the medium term I reckon lidar for autonomous vehicles will become so much more important to IQE. Lidar is in its infancy, whilst smartphones are already a relatively mature industry.
lord loads of lolly
03/7/2022
13:26
Whilst not directly relevant, Micron hinted at reduced smart phones and PCs markets for the next quarter and OEMs having sufficient inventory having over-ordered previously. It's still tough out there don't expect IQE to be overly bullish on H2
lpavlou
03/7/2022
10:33
Americo Lemos appearing as witness in the Nexperia inquiry on Tuesday, together with other key players in the industry. hTtps://committees.parliament.uk/committee/365/business-energy-and-industrial-strategy-committee/news/171850/nexperia-boss-to-be-quizzed-by-business-committee-on-newport-wafer-fab-takeover/ Will be available to stream online:- hTtps://www.parliamentlive.tv/Event/Index/a252643f-9989-48e4-9cb7-034f3120dc6c
smorales
02/7/2022
11:38
I don’t think anyone was expecting them to beat in Sept earnings. There is no reason to think that would happen…it̵7;s all about March imo and what they say looking forward then. If by then it is not looking rosier then we may have to accept its time to sell IQE.
crosswires
01/7/2022
22:05
hxxps://research-centre.barclays.co.uk/shares/iqe/broker-views/broker-forecast/ Looks like these figures have been marginally raised. Still predicting losses for 2022 of -7.24m PBT. 2023 175.98m and a loss of £1.4m PBT. Given they expect a stronger performance in H2 this could mean a loss of 3.5-4m in H1 with revenue around 79-80m? I doubt any of these new contracts will have arrived by then. So revenue of circa 82m in H2 unless they have suddenly found a large increase in new orders or revenue from price increases? I can see why Sweenoid is a bit downcast. As at present if these numbers are right they will at best be meeting their forecasts. Losing 7-8m a year is not a great forecast.
guildedge
01/7/2022
17:31
For those still following shorts. JPMorgan Asset Management (UK) Ltd increased from 0.68% to 0.82% on 30/06/2022. So up 0.14%.
guildedge
01/7/2022
10:27
jamesrowe - I agree some of their answers could have been better phrased to avoid any ambiguity. But I don't think you can read this as anything other than IQE raising its own prices where necessary: "We are actively working with them to manage the supply chains we are in and this has led to better communication, joint risk management and pragmatic problem solving. This includes price increases where necessary." Surely joint risk management wouldn't be joint if price increases were only absorbed by part of the supply chain?
lord loads of lolly
30/6/2022
18:36
For those still following shorts. JPMorgan Asset Management (UK) Ltd increased from 0.55% to 0.68% on 29/06/2022.
guildedge
30/6/2022
18:15
We'll done to IQE for publishing the answers on its website. This would not have happened under the previous regime.
lpavlou
30/6/2022
18:05
Well done for asking the questions guildedge and for getting some replies. I don't want to pour cold water on some potentially promising news but "qualified multiple customers on our turnkey IQVCSEL™ product." could technically mean just 2 customers which would be bad news given the likely costs incurred to set this up. I really want to be positive here but IQE's track record in this regard is not good so we will just have to wait and see. Also, the "raising prices where needs be" was a little ambiguous in the way that it was worded. It would be possible to interpret it as referring to the IQE suppliers rather than the IQE customers thus rasing the price paid for goods from suppliers in order to be able to obtain them which would really not be good news. I am always nervous when a company makes statements that are not 100% clear and unambiguous. Why not just say that we have managed to raise the prices paid by our customers rather than convoluted wording including supply chain & suppliers? There is usually a reason for convoluted wording.....
jamesrowe
30/6/2022
16:49
guildedge - exactly as you suggest, the main thing we learn from their answers is: "The big expansion in facilities has not so far resulted in higher revenues." Of course they'd like to see "100 reactors fully operational at the Welsh site". But at the moment, we don't even know how many of the 10 existing tools are utilised. And if they've the clout to increase prices in line with inflation, a low single digit % total revenue increase would suggest standing still at best. Despite asking a lot of pertinent questions, IMHO we're still having to wait until the next update for any meaningful clues. But then we're used to that by now with IQE!
lord loads of lolly
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