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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 67501 to 67523 of 67700 messages
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DateSubjectAuthorDiscuss
09/8/2022
17:20
LTS: "It’s fascinating to see the hedge funds and institutions taking money out as the retail punters (who are a little addicted to buying) pour money in." - They're certainly anticipating the carnage before anyone else. They are doing it as professional thieves, in an orderly manner, without raising any alarm. Then they will open the shorting season to kick start the long bear market.
fuji99
09/8/2022
17:14
I’m certainly mostly cash too, but as I highlighted recently I should have sold IQE at 45p to buy back lower but I’m not a trader. I expect they could go back to 30p. Certainly won’t be a gentle recession agreed.
longtallsally
09/8/2022
17:00
LongTallSally: I am frankly worried about the markets as a whole because we are facing the most difficult times never experienced before. Even the harshest recessions of the past are not similar. They always end after some hardship. But today we are facing a big question mark in all fronts. The picture is not great. BoE flagged up a recession while the Russian conflict is still going on and ... out of the blue, we now have Taiwan/China entering possibly a conflict. Taiwan semi conductor world market share is 61% market and China is already stopping the supply of row materials to Taiwan foundries as punishment for Pelosi visit. When inflation is heading to 12% - 13% and energy bills are uncontrollable what do we expect really ? How one can feel comfortable investing in any sector ? To me it's not IQE, it's almost everything that will be affected. If consumers are hit how on earth will there be any growth ? Consumption is the spearhead of any growth. Without it nothing will budge. How people will "consume" if they cannot pay their energy bills and mortgages/rent ? I cannot see consumption while people are becoming poorer. IMO the market will be a Russian roulette until the existing major conflicts sort out themselves and the expected recession ends. IMO 2022/2023 could be the harshest year ever. I am completely out of the markets and 100% cash and will remain so for the time being.
fuji99
09/8/2022
15:42
It's typical that we're getting some pull-back due to news that doesn't directly affect IQE - Nvidia are mainly in the (silicon) graphics card market, which has been hit by the double-whammy of plummeting crypto-mining demand and gamers being out-of-pocket with the inflation increases. These are markets that IQE aren't particularly exposed to, so the recent drop is also probably a bit of profit taking and bouncing off the lower-bound of the rising historical range, which is acting as resistance. However, a little tid-bit of IQE-relevant news: hTtps://www.eetasia.com/globalfoundries-qualcomm-extend-semiconductor-manufacturing-agreement/ This article is about GlobalFoundries and Qualcomm extending their RF-SOI production agreement. IQE, I'm relatively sure, are not involved in RF-SOI - however, this production is important for other parts of mobile Front End Modules which IQE do supply into (CS power amps etc.). Therefore, it's good to see GF consolidating parallel parts of the mobile wireless supply chain - as we've seen with the semiconductor crunch last year: bottle-necks in other parallel parts of the supply chain hit IQE, too. This will provide assurance that IQE's strategic partnership with GF can flow nicely, as throughput ramps up over the next year or two.
provonar
09/8/2022
15:00
Fuji indeed and there will be some more coming too. Things will get worse before they get better. It’s fascinating to see the hedge funds and institutions taking money out as the retail punters (who are a little addicted to buying) pour money in. I think we will get a good deal of volatility once the summer holidays are over
longtallsally
09/8/2022
13:48
Nvidia profit warning did not help.
fuji99
08/8/2022
11:23
Indeed LTS it is nice to hear about sector performance but as you say the disconnect with IQE has been large of late so forgive me for not voting such posts up. Thanks for the link, I suspect AR won’t add a huge amount to IQE bottom line until 2025 onwards as big sales of Apples AR product (which will be the market driver) won’t happen until it’s untethered glasses and not a strap on goggle scenario Also kooks like your comment last week was bang on re 45p being the near term high, well called.
crosswires
08/8/2022
10:35
But I thought IQE had a global leadership position which implies tremendous pricing power. LOL. This company seems to like to work for customers for free.
meijiman
08/8/2022
09:58
Thanks LTS. That's been my concern for a while re. all this new-fangled stuff - nice soundbytes but will take years to filter through to meaningful revenue. Any guesses as to IQE wafer revenue per device - I doubt as much as $1.00, perhaps only $0.20-0.50? But I've no idea how these contracts are priced - perhaps a flat amount to cover development costs plus so much per unit delivered. On a bum note, reports of delays to iphone14 shipments due to that Pelosi provocateur hTTps://www.gsmarena.com/iphone_14_could_be_delayed_due_to_growing_chinataiwan_tension-news-55325.php
sf5
08/8/2022
08:24
It’s great our customers are doing well but that has been the case for some time and it hasn’t transferred to us. Here is some more info on expectations for Apple AR product volume in 2023. Our tech will be inside but volume will be peanuts for the first few years at least, as it will be a high cost, niche product. hTTps://www.macrumors.com/2022/08/08/apple-ar-headset-1-5-million-units/
longtallsally
02/8/2022
21:51
boboty2 Aug '22 - 09:20 - 1232 of 1234 0 0 0 I think we should all be worried about the stand off between Nancy Pelosi and China - regarding her visit to Taiwan. Neither side can now back down with out losing face - where does this end? htTps://www.telegraph.co.uk/world-news/2022/08/02/chinese-warplanes-fly-beijing-warns-us-will-pay-price-nancy/ htTps://www.theguardian.com/world/2022/aug/02/mood-shifts-in-taiwan-as-nancy-pelosi-visit-raises-fears-of-war
davemac3
02/8/2022
10:33
You may well be right Sally. I suspect IQE won’t have anything very exciting to say about the next 6 months in Sept and the markets will come under pressure in autumn/winter as the recent results that have driven markets in general of late are backward looking and in 6 months the global economy will look worse (and so will most results). I suspect it’s a bit of a bull trap, just look how much retail money has flowed in as the funds have been taking it out rapidly. Unless there is a “free money” tap turned on again via QE then it could get messy and is generally why I have a lot of cash for any LT opportunities such a mess may create. However trading has never my thing either so i’ll hold to until I totally lose faith in IQEs ability to make some money via the so called mega trends. Americo at least has a much more global and profit outlook than Drew appeared to.
crosswires
02/8/2022
10:26
I have a feeling that 45p ish may be the near term high and if I was at trader I’d probably sell to buy back lower. But i’m not so i’ll hold on for the inevitable drop!
longtallsally
02/8/2022
09:20
I think we should all be worried about the stand off between Nancy Pelosi and China - regarding her visit to Taiwan. Neither side can now back down with out losing face - where does this end?
boboty
01/8/2022
09:03
As an amendment to my last post I had somehow forgotten that NeoPhotonics are a vertically integrated company meaning they presently act as a sort of 1 stop shop essentially the same as 11-V1 Lumentum’s main competitor. They do epitaxy right through to module design and manufacture. This is therefore better news than I thought because Lumentum will presumably want to OUTSOURCE the VCSELwafer production saving them money whilst delivering proven technology that is much higher spec than NeoPhotonics are currently using . S
sweenoid
29/7/2022
10:06
You might form the view that the present ceo thinks the previous ceo was not exactly the most competent person....but clearly he can hardly say that directly.
meijiman
29/7/2022
09:36
This seems to be an extended interview? hTtps://www.eenewseurope.com/en/ceo-interview-americo-lemos-of-iqe-on-scaling-up/?utm_source=mautic&utm_medium=email&utm_campaign=2022-07-29-eenews-embedded-Combo S
sweenoid
29/7/2022
07:17
It’s not all about Apple for IQE, Some Android smartphones use VCSEL powered TOF applications for camera autofocus, but the main revenue generator is via the power amplifier component supplied by Skyworks. The highest spec 5G phones use a much more complex PA with more CS material, of course iPhones use thePA and have the 3D sensing too. I am sure we will get some negative slants re this mornings RNS this EFH ‘business̵7; is long standing and complex and it looks like the recent increase in share price has significantly reduced the margin call, I see his arrangement and extension for another 2 years as a very savvy investment from a man with ‘big skin in the game’. Over the years we have seen many interpretations of his agreement on this bb none of which in my opinion clearly explain the complicated financial instrument being used. Last nights Apple news will be soothing for many 44p looks like the share price that could be challenging if 40p holds- one for the ‘black magic brigade’ 😉 S
sweenoid
29/7/2022
07:09
Is Drew short of cash?
davemac3
28/7/2022
23:08
Great that there is competition in smartphones. I use a Samsung, but any Android phone would do. My wife uses an iPhone and hates my Samsung, which I think is far superior to her iPhone. In fact they are both amazing pieces of technology, thanks to the competitive nature of the rival systems. (She does admit that my Samung takes better photos than her iPhone...but that's probably the photographer, not the camera:) )
horneblower
28/7/2022
22:21
So the demise in iPhone sales once again fails to materialise. Despite ALL the headwinds they are still selling more and more iPhones Not a surprise, an iPhone (or its Android equivalents which aren’t as good 😂) is now a consumer staple not a discretionary item, I can live without one but it seems to me 99% of the rest of the population can’t seem to live without their all consuming, absolutely necessary and totally addictive smartphone and this is before the Metaverse takes hold! The Metaverse with its AR and AI possibilities and potential will unleash a massive new wave of sales Every generation of iPhone gains more customers and generations of new adopters and probably most important upgrades GREAT news for IQE now and going forward S
sweenoid
28/7/2022
21:36
Off topic, but a mildly fascinating CNBC 18 min film on ASML and how they've created a monopoly in the Extreme UV lithography market hTTps://www.youtube.com/watch?v=iSVHp6CAyQ8 The precision required is staggering - which is why each new machine costs c. $200m. Global Foundries gets a very brief mention around the 12.15 min mark - not a positive comment as they hadn't the resources to enter the 7nm chip market. Anyway, this to me points to it being unlikely any Newport fab will become a meaningful international player, other than in niche markets, with state of the art fabs now coming with a $20bn price tag (which I gather was the initial budget for the entire UK track and trace effort). I gather the US CHIPS Act has been signed, which should be a positive for the sector, given the $50bn of funding.
sf5
28/7/2022
16:27
Sweenoid, totally agree BUT my point is I don’t think it’s a share price driver or will it be a quick resolution. Neil I don’t hold my breath but would be a huge positive for IQE if there was a huge investment by the government in the semi industry in general. It could be one of our crown jewels and now we’re out of the EU we need to be investing in ourselves big time.
longtallsally
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