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 Shares Traded Last Trade
  -1.50 -2.46% 59.50 2,494,480 16:35:05
Bid Price Offer Price High Price Low Price Open Price
58.90 59.20 61.40 58.70 61.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.29 6.75 0.13 457.7 474
Last Trade Time Trade Type Trade Size Trade Price Currency
17:35:31 O 1,850 59.497 GBX

Iqe (IQE) Latest News

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Iqe Investors    Iqe Takeover Rumours

Iqe (IQE) Discussions and Chat

Iqe (IQE) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-04-16 16:37:4959.501,8501,100.69O
2021-04-16 16:23:3559.27101,72660,294.02O
2021-04-16 16:23:3559.4428,56116,976.94O
2021-04-16 16:23:3560.733,9392,392.27O
2021-04-16 16:10:2759.504,2972,556.84O
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Iqe (IQE) Top Chat Posts

Iqe Daily Update: Iqe Plc is listed in the Technology Hardware & Equipment sector of the London Stock Exchange with ticker IQE. The last closing price for Iqe was 61p.
Iqe Plc has a 4 week average price of 54.75p and a 12 week average price of 54.75p.
The 1 year high share price is 91.75p while the 1 year low share price is currently 32.58p.
There are currently 796,353,479 shares in issue and the average daily traded volume is 3,127,125 shares. The market capitalisation of Iqe Plc is £473,830,320.01.
tomduck: I missed it 😉 We can see that people want to believe by the thumbs up but sadly that ain’t enough to make the IQE share price increase. If only it was! Last earnings/Market Update you called wrong but i am crossing my fingers that you are right come Sept update 🤞
provonar: This news from Qorvo was released a couple of weeks back, but I don't think it was referenced on this board: hTtp:// What is potentially relevant here is the "advanced BAW multiplexing" - this front-end wireless module for smartphones is hitting the OEM market just a few weeks after IQE announced customer satisfaction with their BAW filters in the 17th Feb press release. Considering that IQE have a wafer supply contract with Qorvo (see the notes in the Qorvo annual report), then it's well possible that these are the IQE wafers going into parts of this Qorvo module. Indeed, it would also make sense that Qorvo calls it 'advanced BAW', as that could relate to the cREO produced BAW wafers from IQE, which do have cutting-edge performance. IQE don't do the multiplexer (as far as I know - this is probebly silicon), but each of the multiplexer channels needs a filter, so there could be plenty of BAWs included in each module. (The modules also have GaAs power amplifiers, so these could also be from IQE...) I can't find any other wafer supply contracts to Qorvo, which also increases the likelihood that these products are good for IQE. So the fact that these are in "increased shipments ... to all major 5G smartphone manufacturers" is rather nice. IQE have been highlighting in the past how large the margin for filters is when compared to other components. The real trick here, however, will be how much of that margin Qorvo scoops off before the flow-down to IQE. This is one of the big potential revenue boosters for IQE, so it will be important to watch how Qorvo reports this in future compared to IQE: big fanfare from Qorvo without a matching celebration from IQE will signal that IQE were not able to secure a good enough price point to get a good portion of the fat margin. Wireless revenue may well be impacted by slower base station roll-out - but it should be boosted by this filter roll-out (which is going to 5G handsets, not (yet) 5G base stations). We will see ... In other news, it looks like the competition are also expanding capacity: hTtp:// IntelliEPI are also epitaxial wafer manufacturers - so they're a direct Tier 2 comparator to IQE. And looking through some of their company reports, it's clear they're churning out a much higher GPM. They also appear to claim that, especially for the data market, their MBE process is superior for high-frequency VCSEL wafer production. So, it will be interesting to watch their progress and see how it compares...
tomduck: Blazer, Sweeeny indicated pre last earnings that he would exit well before £1.50 level but even £1 won’t be a target easy to take out short term. I don’t think he was guilty of anything other than being reasonably positive and we all enjoyed his informative posts re how the sector was doing. I don’t believe he was anywhere near as rampy about IQE as Savvy and Monty but even then you can choose to agree or disagree with their outlook, my more moderately enthusiastic outlook has proved to be more aligned to reality. However like many of us they were ultimately wrong with how much of a success IQE could make of this market, that is a lesson for all of us but some seem not to have learnt from it... The fact that again IQE meets headwinds relating to currency and the a temporary softening of 5G markets is just another excuse and they always have them lined up. IQE are not the only company to face the same headwinds, yet our competitors are doing better with revenue and profit growth, that is another fact. Our PE is not favourable either compared to the sector. If IQE were growing exponentially then the PE would be irrelevant but alas they are not! Imo any talk of £8 share price is just completely pointless and it could only come true in 5+ years if IQE continuously “knocked it out of the park” over that period. History tells us that is highly unlikely because they are unable to make even steady linear progress without meeting bumps in the road. The reality is this is probably dead money until they update the market re Sept earnings. Beat handsomely and we might be back up to 90p but if we only meet estimates the share price won’t be too different to where we are today. Yes we may announce a CEO but only a superb announcement will do much to the SP, it won’t be that easy to attract someone likely to enthuse the market to be based at Newport in Covid times with the salary on offer. I remain hopeful it can turn into a decent mid term investment but if IQE don’t beat in Sept and if they then guide for only tepid growth in ‘22 then I am off, because they will have clearly proven they will not be entering into a fast growth phase that will propel the share price forward. At the end of the day wishing, hoping and dreaming are not the best investment tactics ;)
crosswires: My guess is... A. IQE beat Sept earnings and guide for respectable yoy growth. share price £1.05 B. IQE beat Sept earnings but guide for flat growth. share price 80p C. IQE meet earnings but don’t beat and guide flat but conservatively. share price 65p D. IQE miss earnings and guide below for ‘22 H1. 55p
tomduck: Max, indeedy and it is frustrating to see just how well most of those businesses are doing, however the difference is that such companies are hitting their revenue/profit numbers out of the park and enthusing about the future. IQE will need to do the same to really join the party. Taken in isolation nothing the USA sector does will improve IQEs SP, as we have already seen over the past year. Sweenoid always posts very encouraging and pertinent news of the sector/peers etc but none of it will drive IQE higher without IQE numbers backing it up. As we saw from our recent earnings investors are sceptical of IQE given half the chance to be, which is why it is critical IQE get into a pattern of beating earnings over a period of time, only that repetition will train people to read between the lines and trust IQE to deliver as a long term investment instead of assuming the worse... I’d also add that whilst LITE and SKYW etc etc share price charts look great they also have much lower PE ratios to back them up. On such basis IQE do not look cheap currently, and that is the reality.
tiffaboy: I think it’s shocking some of the comments on here aimed at individuals whose crime it was to talk up the IQE share price and share their technical knowledge with us on this board and point us in the right direction to research further. Most people here think they have added value to this forum as have indeed others on the opposite side of the fence. To be essentially trolled, publicly shamed and called out on here is out of order and says more about them( 3 main protagonists here who know who they are).BB posters do not make a share price go up or down, so if the share price tanks and as a shareholder you’re upset don’t look for scapegoats on a bulletin board.....just look in your mirror.
tomduck: I have had all weekend to mull it over aided by some alcohol, and by a whisker I’ve decided to remain fully invested, at least until IQE update the market in June. I believe the current share price level is about right value wise, (certainly not a bargain that some suggest) BUT as I mentioned recently IQE now need to deliver multiple consecutive half year performances where they beat estimates for the share price to get up to and past £1. Yes in theory IQE is very well placed to take advantage of the massive 5G super cycle and the IOT boom which 5G changes the game for. It is possible that the next two earnings mark the start of a new dawn because expectations have been managed down but of course it is easy to remain sceptical due to IQEs historic patchy earnings results. Until this is banished it is hard to see ii’s wanting to take new large positions here. However I do believe IQE decided to go with earnings that are easily beaten again, which has positive and negative connotations for the share price as we have seen. The reality is that many investors got ahead of themselves and were too bullish, better to temper those expectations now and expect yoy gradual earnings improvement, for that is the first step needed. Fortunately time is on my side but having been here since 2016 I don’t want to waste too much more on IQE if they show no signs of changing their spots. Maybe a new CEO can help change the culture BUT it’s not a given that whoever comes in will perform and fix the issues. It has been a while since I worked for anyone but my last company had five CEOs in 17 years and only one was any good, the others drove the business into the ground. The appointment will be interesting to see, it won’t be easy finding someone with the right knowledge and ability. I think we will be range bound between 50s and 60s for a little while, it will be dullsville and I doubt any sector news will help, so we await a circa June update, and if we beat the estimates come September and offer a glimpse of sustainable increasing revenues and profits for ‘22 it is at this point the share price could be £1+ and start to seriously feature on peoples radars as a viable strong investment again.
berber1: the only way for iqe share price to increase is through a takeover. the current ceo does want let go of his baby, keeping the company at these levels suits him fine. Himself and the BOD get a guaranteed salary and reward themselves bonuses at the expense of suffering shareholders.
aphrodites: On the 8 March I posted in 33890 of 34434: Has T Rowe Price lost confidence in IQE as a result of no news on the appointment of a new CEO. Or has it spoken to the Board and lost confidence in it. There are lots of what ifs. But to summarise, it makes no sense in my book for T. Rowe Price to be selling IQE shares at a time when the company broker and other brokers are so positive about the share price going forwards. All the hard work has been done and it should be sitting back looking to a rosy future for the company. Reflecting today on what I wrote then, TRP’s timely and substantial reduction in its holding in IQE shares, and the share price having fallen from 92p to a low of 56p today, nearly a 40% fall in the price, is very interesting indeed and does make a lot of sense! Having seen IQE’s results now, which were not that bad, but more importantly, the once again lacklustre presentation and dismal prospects for 2021, I think I might have been a seller!! I certainly wouldn’t be a holder now on just the prospects of a takeover. I wouldn’t be surprised to see the share price well below 50p again and friendless with more sellers than buyers. Certainly, TRP has a lot more shares to sell!!! Some lessons to be learned here!!
crosswires: Big lad, better to be honest about a share than kid yourself that exponential growth is about to happen then see flat revenue forecasts. Like it or not forward guidance is of utmost importance when selling yourself to the market and the single biggest reason for IQEs share price to prosper. Our peers earnings or the sector in general doesn’t move the IQE share price anymore as has been seen over the past period because people remain suspicious of “jam tomorrow”.
Iqe share price data is direct from the London Stock Exchange
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