Iqe Takeover Rumours (IQE)


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Iqe Takeover Forum Posts

tomduck - agreed, though it's not really a case of whether IQE would entertain a bid IMHO. More whether a predator would - and whether the majority of major IQE shareholders would then pressurise management to accept it. Also as I've said previously, why bid now when there've been MULTIPLE opportunities over the past year to snap up IQE at a fraction of today's price? Personally I don't buy this takeover theory right now, though I could be proved wrong.
Tomduck what a presentation? More like a suicide note no wonder it went down to 20 p. They may have the technology lead, but they lack economy of scale. The current management are get as technology leads but they do not have the flare nor capacity to expand the company any further. The company deserves and needs Real Leadership to take it forward expand it globally. I believe that if they carry on this way they are good enough as a takeover target.
Agreed Aphro, but the other factor has to be the prospect of a bid at some stage. Consolidation is ripe in the sector and U.S valuation are so high that they have great buying power. With the prospects of the $ weakening a bid may come sooner rather than later. CEO announcement, results, outlook, momentum and being a takeover candidate are compelling reasons for staying long even though some may say this is expensive if you just look at the historic P.E. I am long GB Group which continues to power ahead even though it is on a P.E of 90 so a high P.E. is not always a red flag. A low P.E. can be though.
Lord, yes sorry I did note forward PE, Ian referring to looking at the share price 2 years back at 180p and for those thinking it will climb rinse and repeat downwards are not really looking at the facts (not at all referencing your own views, just generic comment to board). As others have also pointed, the semi conductor market is hot as you like and vcsel are the new toy in the toy shop. I also have a real knowledge of storage, having worked 15years at EMC, and the new storage using IQE tech is going to surprise a lot of people in how fast it becomes major revenue for those companies involved..I concur and agree with Monty comments about worrying a takeover at £1 was possible when price was 40p. Now at least (imho) any takeover would be 250p+ Still not interested as think in 3years this will be more than double that... highly bullish views, Good Reasons!!
That all sounds excellent, will make it post breakfast listening ðŸ‘￾ Takeover could be exciting but a sale for £1b might not excite the guys who have a long term view of a multi billion MC.
aimingupward2 - there's always a takeover possibility. But if existing management can't turn a decent profit on the business, why would a competitor need to pay a significant premium to take it on?
Yes that is quite likely.We are at the start of an evolution related to Compound Semiconductors. We undertook a joint program with Intel some 5 years ago to develop the 'Trigate Transistor' which Intel marketed with limited enthusiasm. It was at that time said that IQE and Intel were in Discussions to merge/takeover. Since then IQE have spent a fortune to position themselves for the upcoming growth of compound semiconductors and caught a lot of undeserved flak for that foresight. Intel have slowly lost their way to SAIM and TSMC and today apparently are losing share in the data centre market as well..
Savvy, IQE's contract is with Lumentum not Apple. It was extended a few months back to 2021 I think. 11-V1 now own the Sherman facility via the takeover of Finisar. They seemed rather evasive about 3D sensing wins in the recent presentations I have seen with questions deflected by reference to gradually gaining market share.
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