Iqe Share Discussion Threads

[crosswires] 23/8/2022 13:21

Chris, be good to see a transcript of what Numis said today…

[chrisdgb] 23/8/2022 09:58

Numis still positive here today ahead of results, worth at least 65p.......

[guildedge] 22/8/2022 18:07

Major shareholders page updated.
Invesco 142,383,675 17.70 (142,435,802 17.71 Down 0.01%)
T Rowe Price Global Investments 80,646,715 10.02 (78,503,237 9.76 Up 0.27%)
Canaccord Genuity Wealth Management 70,456,914 8.76 (64,551,914 8.03 up 0.73%)
Hargreaves Lansdown, stockbrokers 57,253,736 7.12 (60,671,260 7.54 Down 0.44%)
Lombard Odier Investment Managers 44,083,601 5.48 (36,287,627 4.51 up 1.07%)
Interactive Investor 42,188,534 5.24 (43,223,014 5.37 Down 0.13%)
Directors 41,848,883 5.20 (New)
M&G Investments 27,742,549 3.45 (27,742,549 3.45 No change)

as at 29 July 2022

Old figures in brackets. Overall most investors here are up. The biggest rise from Lombard and Canaccord.

Not sure I agree about putting a collective director figure on here. It is what it is.

[guildedge] 19/8/2022 18:17

2m late trade at 37.5p. (Edit)

[snaffleclamp] 18/8/2022 01:47

Has the UK missed its chance in the semiconductor boom? That’s the question asked by Andrew Hill of the Financial Times, in a detailed and forensic analysis published yesterday.

The FT’s article focuses on developments in Newport, which is of course where IQE has a major site while covering many of the other big UK semi-companies – and pointing out the importance of compound semiconductors.

Americo Lemos, IQE’s CEO, is quoted in the article: "… every government has started to put measures in place to support the industry … the UK is behind, and I'm sure they know that, in terms of coming out with concrete policies to support the sector."

[guildedge] 17/8/2022 17:09

UT trades getting bigger. Shorters firmly in control here. It's working out what the true value here is given they are just meeting targets for now.

Maybe 37p is a safer price to enter IQE? My gut is to wait for the results as they gave no firm estimate on numbers beyond revenue in TU.

[lord loads of lolly] 17/8/2022 15:03

LTS - how can you possibly say that when the bookies' firm favourite for leaderene is Liz "in cheese we trust" - or should that be Truss? :

[longtallsally] 17/8/2022 12:48

Good luck expecting anything coherent from this government

[bing_b] 17/8/2022 10:47

Some discussion around the UK's strategy regarding semi conductors / advanced semi conductors. Nothing new really but useful background. Hopefully the government will develop a coherent strategy. Concentrating on the development and manufacture of advanced semis (as opposed to silicon) would make perfect sense to me. Think this ties in with Americo's vision ... but would the govt support it ????

[bing_b] 17/8/2022 10:38

Agreed .. but the second and third sentences from that same paragraph are equally significant. Our customer is Lumentum itself rather than their lead customer (whose name we dare not mention)! The first paragraph is encouraging also. Especially when you measure it against Americo's recent comments about enlarging the Newport site. Expect we will hear more about IQE's strategy soon.

[jamesrowe] 17/8/2022 10:15

In the post from Ipavlou the first sentence in the final paragraph looks significant......

[lpavlou] 16/8/2022 21:02

From the LITE callTurning to industrial and consumer. Q4 revenue was down from Q3 due to normal seasonality in 3D sensing. We are executing on our strategy to expand our 3D sensing and LiDAR platforms into applications beyond smartphones. As we've discussed previously, our product pipeline for automotive, industrial and consumer use cases is growing. In automotive, we are ramping production of multi-junction VCSEL arrays, long-range LiDAR products and products for in-cabin driver monitoring systems.We are also the supplier of record for building automation and occupant sensing reference designs. In the concert space, we are working closely with multiple customers for developing extended reality solutions. While we execute on our long-term strategy in 3D sensing, as we have mentioned previously, we expect share normalization and normal price reductions in the coming smartphone cycle.We expect smartphone 3D sensing revenue in fiscal '23 to be reduced by approximately 40% to 50% from last year's run rate, starting from our first fiscal quarter. As such, we expect first quarter industrial and consumer revenue to be up only modestly from the prior quarter. We are still optimistic about our 3D sensing business as applications in automotive, the metaverse, and industrial begin to ramp.

[bbonsall] 16/8/2022 18:37

Taiwan may be playing a part in current price action too. Hopefully, unfounded.

[bing_b] 16/8/2022 17:23

Lite down 6% following quarterly results (despite beating revenue and earnings targets).

Heard bits of their analyst call ... got the impression their share of Apple content has fallen (temporarily they believe) however they are confident of expanding their photonics products outside of phones in near future.

Hopefully others could expand on my meagre offering ....

[guildedge] 16/8/2022 17:05

Most of market action seems down to shorts so I wouldn't be that shocked. People trading around short positions to different funds. Expect more of this come their results in 3 or so weeks time. Share is still at 38p.

1.1m late trade.

[crosswires] 16/8/2022 16:01

Disappointing price action since 45p, as the market has edged higher still. Focus now on next months results, and more importantly forward guidance. No room for disappointing news Americo…

[boboty] 15/8/2022 22:48

Interesting https://www.telegraph.co.uk/business/2022/08/13/chinese-backed-buyer-uk-microchip-plant-made-components-found/I wonder if this is the nail in the coffin - I think the uk should run as far away from Chinese influence as possible - we need to control our know how and technology so we can choose who benefits and reduce the availability of our technology being used against us - say in a nuclear missile aimed at London.

[lord loads of lolly] 15/8/2022 09:12

dnomyar - why post news that's almost 5 years out of date?

[snaffleclamp] 13/8/2022 15:34

August 9, 2022

[dnomyar] 13/8/2022 09:04

10/11/2017 8:49am
Alliance News

Shares rose in IQE PLC after it said on Friday it has raised GBP95.0 million through the placing of 67.9 million shares at a price of 140 pence...

[lord loads of lolly] 13/8/2022 08:41

Still a far cry from previous peak short levels though.

[guildedge] 12/8/2022 20:13

For those still following IQE shorts.
ActusRayPartners Limited now have a 0.5% short in IQE.
Total shorts in IQE at 1.32. (Those above 0.5%)

This might also explain the drop from 45p too.