Iqe Share Discussion Threads

[longtallsally] 08/4/2024 11:01

That’s certainly one way of looking at it, or as another you are rather green to IQE. Better than last year which was one of the worst on record for IQE is not much to write home about. If there is no bullish forward statement Wednesday then the likelihood is that the share price won’t be higher in 6 months time.

I sincerely hope I am too pessimistic but i’ve been round the block since 2017, made money back then but lost more since.

[z1co] 08/4/2024 10:32

LTSally,

You are a typical stale bull.

You type like you're an expert , but in reality you are NOT and that's why you're you much deep underwater.

It' always good idea to have a look from a different angle.

We'll find out on Wednesday how well the company will do in 2024 and it will certainly
do a whole better than last year.

[longtallsally] 08/4/2024 10:03

We’ve all been burned so many times here that most would rather buy once the turnaround has been proven even if it means less of the pie. Buying pre earnings has often been a bad move but I hope it’s an exception this year.

My gut tells me no earnings beat and probably no new contract news but similar sentiment reported to last time, “we continue to execute on our turnaround strategy”.

I suspect next year will be the first time they have an opportunity to show “proof of concept” when it comes to this huge revenue turnaround. However at the moment this is just “flim flam” and let’s not forget that margin has always been the issue at IQE. If you get 3x revenue and the same margin all it means is IQE will actually just make even larger losses…

[lordmason] 08/4/2024 09:30

I’ve rolled the dice on this one, bought a little to average down late last week. Hope they’ve turned a corner.

[z1co] 07/4/2024 23:06

Blah , Blah

I'm very much aware of IQE's execution and have traded these shares many times.

Thanks for your concern.

[z1co] 07/4/2024 18:15

6 March 2024

IQE enhances AI connectivity for data communications with advanced high-speed portfolio expansion

IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, is pleased to announce a strengthened portfolio of high-speed optical connectivity epiwafers to address increasing demands for artificial intelligence (AI), cloud, carrier, and data-intensive workloads.

These products are designed to meet the demands of AI and data centres now and in the future, while also increasing energy efficiency. The new offerings are:

The industry’s first foundry epitaxy service for 1310 nm Quantum Dot Lasers (QDL), available on both GaAs and Si, with PIC and CMOS platform compatibility to enable customers to develop next generation high data payload optical transceivers for greater performance and energy efficiency within data centres
Launch of a 56G 850 nm VCSEL reference design for pulsed amplitude modulation (PAM-4) optical transmission in data centre and enterprise short-reach multimode fiber (MMF) applications
Release of a 6” InP based PIN photodetector platform, complementing our 6” InP FP, DFB and EML signal laser offering, for customers prototyping photonics devices at disruptive larger wafer diameters, enabling the industry to scale and meet the future demands of datacom whilst driving economies of scale
Mark Furlong, Executive Vice President, Business Development, commented:

“Datacom is undergoing a rapid transformation as it needs to meet the demands of generative AI and its high-speed data processing. Our strengthened portfolio is at the forefront of an industry drive for faster, more efficient and cost-effective data connectivity solutions. We are enabling our customers to develop a competitive advantage to transform optical networks at the heart of AI engines and next-gen compute while also generating economies of scale and supporting the need for more sustainable solutions.”

[z1co] 07/4/2024 18:13

alotto ,

Trading wise 2024 will be definitely a whole better than last year.

The company in the past has unexpectedly traded ahead of expectations , we will find out this week if 2024 will be one of those years.

[alotto] 07/4/2024 18:00

Zico yes, but we need to see the wad also.

[z1co] 07/4/2024 17:23

At the recent OFC24 IQE unveiled 3 new innovative products tailored for AI and data centers, pushing the boundaries of high-speed connectivity and energy efficiency for the future:

1️⃣ The industry’s first foundry epitaxy service for 1310 nm Quantum Dot Lasers (QDL) which will empower customers to build advanced optical transceivers capable of handling high data volumes more efficiently, enhancing both performance and energy savings in data centers.

2️⃣ The launch of a 56G 850 nm VCSEL reference design for sending data over optical fibers in data centers, making it possible to transmit information quickly and efficiently over short distances.

3️⃣ The release of a 6” InP based PIN photodetector platform allowing customers who are prototyping new photonics devices on larger wafer sizes to help the industry grow and meet future data communication needs.

[z1co] 05/4/2024 16:33

Closed very strongly , a lot of buying.

N I C E.

[z1co] 05/4/2024 16:10

Finishing strongly back above 19p.

A lot of this selling this week was probably to do with end of tax year.

[z1co] 05/4/2024 09:06

Apologies to all lth on this thread about this troll who unfortunately follows me from thread to thread.

He's a very sad loser.

[z1co] 05/4/2024 08:58

To send someone threatening emails tells you all about their character.

The pathetic low lifer tried to scare me and when that failed he wanted a truce.

LOL!

[crosswires] 05/4/2024 08:48

Don’t worry we’re seasoned disappointed investors here, none of us any longer are influenced by other posters and we all remain sceptical of IQE but are somewhat trapped here until the outlook improves. Our most optimistic poster had a F2F with the CEO recently which was supposedly incredibly positive but none of us really took that much notice because we’re a cynical bunch these days…

[purple11] 05/4/2024 08:40

i wouldnt believe a word ZICO says.he'll be long gone as soon as his stock falls 5%

hes a proven liar with a string of horrific calls to his name.

PPP PIP OBI HE1 all his calls failed spectacularilly in the last couple of months.

hes a ramper and a liar

BEWARE!

[lord loads of lolly] 04/4/2024 23:32

Z1co - hindsight is the best sight & I expected a much faster turnaround than this.

Even IQE’s Capital Markets briefing is now almost a year and a half old, yet the numbers haven’t improved so far. Quite the reverse in fact.

I’m disappointed rather than depressed. Life’s far too short for that. IQE’s sectors are cyclical as you say - and the company had its brief moment in the sun back in 2017. But to have languished pretty much ever since, despite repeatedly promising jam tomorrow just reveals inexcusably poor management (notably under Admiral Nelson).

You keep pointing to trading recovering strongly in H2, but that really isn’t the case. Sure, it has improved v H1. But as the annual revenue figures in my previous post show, this company has been moving sideways at best (& mostly backwards) for over 5 years now.

I hope you’re right and that the share price picks up strongly this year. That way we’ll both benefit. But I wouldn’t be buying in - as you say you are - without some concrete evidence that things are actually improving. And by that I mean real numbers, not just some encouraging words from the CEO about future prospects. I’ve repeatedly stated I’d only be tempted to add if the price dropped to around the 12p level and I stand by that.

I hope you’ll respect my desire for privacy when I say my average price is for me & my family alone to know. Suffice to say, it’s a fair bit above the current level, so Lemos has plenty to prove still if he’s going to win me round.

[z1co] 04/4/2024 19:37

l l o lolly

Seriously you're not at all happy with your investment here , instead of being so depressed about it you should have sold out and cut your losses.

I have bought IQE many times before , the company does well for period and then for whatever reasons business starts under performing like last year.

Trading recovered strongly in H2 and like the CEO said this is likely to continue in 2024.

I expect the share price to recover strongly in 2024.

May i ask what's your average buying price ?