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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 | Shares Traded | Last Trade
|
|
|---|---|---|---|---|---|
| 0.00 | 0.0% | 0.00 | - |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| Industry Sector | Turnover (m) | Profit (m) | EPS - Basic | PE Ratio | Market Cap (m) |
|---|---|---|---|---|---|
| Electronic Components, Nec | 167.49 | -74.54 | -9.30 | - | 0.00 |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| - | 0 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 20/9/2023 | 16:00 | UKREG | IQE PLC IQE plc: Holding(s) in Company |
| 19/9/2023 | 08:00 | UKREG | IQE PLC IQE plc: Holding(s) in Company |
| 19/9/2023 | 07:00 | RNSNON | IQE PLC IQE plc:VisIC Technologies strategic collaboration |
| 12/9/2023 | 14:20 | ALNC |  IQE reports widened loss but says industry should stabilise soon |
| 12/9/2023 | 07:00 | UKREG | IQE PLC IQE plc: H1 2023 Interim Results |
| 01/9/2023 | 16:00 | UKREG | IQE PLC IQE plc: Total Voting Rights |
| 01/9/2023 | 10:24 | DJN | Genuit Appoints Tim Pullen as Interim CFO |
| 25/8/2023 | 07:00 | UKREG | IQE PLC IQE plc: Notice of Results |
| 11/8/2023 | 16:00 | UKREG | IQE PLC IQE plc: Holding(s) in Company |
| 03/8/2023 | 08:30 | RNSNON | IQE PLC IQE plc: CEO joins UK Government Advisory Panel |
Iqe (IQE) Share Charts1 Year Iqe Chart |
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1 Month Iqe Chart |
Intraday Iqe Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 24/9/2023 | 15:19 | New CEO, new hope, new start for IQE in 2022 | 3,450 |
| 04/1/2023 | 11:05 | IQE - THE ONLY WAY IS UP!!. | 64 |
| 11/11/2022 | 16:42 | IQE's time has come - 2017 and beyond! | 36,722 |
| 17/10/2022 | 07:50 | IQE - Time to get back in after results? | 27 |
| 31/5/2022 | 11:20 | IQE - TURNED A CORNER, SET TO RISE | 29,628 |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
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| Top Posts |
|---|
Posted at 19/9/2023 12:35 by guildedge IQE new customers take months to come online. The brokers know that IQE have bought new GAN machines. If IQE expected a transformational new order or client they would say. Their forecast for 2023 just about matches the brokers. Any new machine in Wales will take time ordering/ months of testing before any production could begin.The brokers are constantly reviewing their figures. They will follow IQE guidance too. Even IQE debt forecast showed no signs of huge new orders for 2024. Sure wireless may recover a bit but other areas need to increase so IQE can diversify here. I am not saying IQE won't get new orders but I don't expect any big changes till at least 2025/2026. You need to be realistic here. |
Posted at 14/9/2023 11:11 by lord loads of lolly With the possible exception of an eventual approach from GF, I don't see IQE being bought out.It's been rumoured umpteen times over the years. Yet however low the share price drifts, nobody has EVER stepped in. So why would they now? Sure, the share price is bombed out currently. But with no profits on the horizon for several years to come, what exactly's going to support it short term, even at its current low level? So here's how I think this'll play out: Either: IQE will stage a cyclical recovery & survive independently (my guess is this is the most likely scenario, as I do think there are some decent longer term growth opportunities, if only IQE management can avoid stuffing it up for once). Or: shortly before 2027, Lemos will finally be forced to admit his Capital Markets vision is in tatters and that his GF buddies are making a low ball firesale takeover bid. One of my concerns remains that for all Americo's skin in the game, he can't really lose. If he turns IQE round, he'll win big time with his share options & purchases. If he doesn't, chances are he'll manage to orchestrate some kind of rescue bid from GF that keeps him employed. Whilst possibly also still allowing him to recoup most of the money he staked. I said when the latest update was issued that the share price might rise slightly - and indeed it has. I also said I felt 15p wouldn't be the bottom - and I stand by that. On a 3 year+ view, it might be a decent - even exceptional - buy at current levels. But I've seen this happen so many times before with IQE. Cheerleaders heralding an imminent new dawn, only for some "external event" to come along and be blamed for knocking the company off course. Yet again. I could still be tempted to add to my holding if the price dropped well below 15p. But at current levels, I'd still be too concerned I might be throwing good money after bad. guildedge - you imply you're not invested here, yet you seem to follow the company incredibly closely - & post on it incredibly often. Can I ask whether you've held in the past and sold out subsequently? Or are you simply looking to invest, but not at the current price? Just curious to know, that's all! I realise I also post fairly frequently on here, but I am at least a holder. Albeit not a hugely happy one currently. |
Posted at 13/9/2023 19:58 by guildedge What usually happens is an equity firm will come in with an offer 30% above share price and buy out the small investors. Leaving those with 3% or more/directors as minority owners of a private company. They would then inject 100-200m required for the expansion with money set aside to buy out private shareholders. So maybe 300m deal. That is what happened to annother share i owned. Now worth over 10-15x more than they paid. Of course if it does all work maybe the share price will rise high enough where a big value share issue could be possible. If the market won't pay then a equity takeiver would make sense. Lemos will want to increase his £1m by 3-4 fold. The final 90 tools will not be cheap. New Mini factory will likely help too. Lots of interesting investments in UK motor industry right now.If the management have faith here maybe some of the buys yesterday could of been directors. Of course we don't know what discussions are going on in background. Has much really changed from last few weeks beyond the higher volume share trades here. Many shorts would be happy to sell out below 20p if they think 15-16p was the floor. If anything yesterday showed all the bad news had already been factored into the share price Agreed I don't see a TU till Jan now unless revenue come November is ahead or behind of expectations. You need a lot of faith here. I wouldn't put my life savings on it but if risk averse a small investment. Not sure I have the courage for that for now. Happy to watch. |
Posted at 13/9/2023 19:08 by crosswires GuildDefinitely not risk free but yes it could retrace back to £1+ which I think would require £220m revenues and realistic profit to match. If at that point IQE were showing further potential for more revenue to come via a trend of forward guidance increases then it could go quite a bit higher than that. I don’t see a cat/snow ball in hells chance of 3x and 30% plan by 2027 but if in a parallel universe where IQE was a long time well run investment success story the share price would be several pounds if it managed the 3x & 30% plan. I don’t believe we will sink below 15p we saw briefly yesterday, but maybe IQE will take that as a challenge to make me eat my words! I don’t believe it will run out of money because there would be another raise and also I believe it would be taken over by GF for a number in or around this level if push came to shove and they decided they couldn’t exist on their own. GF are expanding rapidly and are hungry and have people in place so to speak and they know the demand over the next decades will be huge for their wares but of course a sale at 18p is not what I am hear for. Debating whether such high share price move is possible is a bit pointless and in many ways this message board has become a bit pointless until new business comes in (or doesn’t) and the semi market stabilises. We have the same people posting the same things tens of times (i don’t absolve myself in this) which get’s us nowhere. Yesterday was a nadir of this, with some pretty pointless point scoring so my September resolution is to post less and also to filter those posters where I already know what they will say in advance. I would expect little meaningful news between now and the late ‘23 TU nor then much before March 24. All that I hope for is there is no more negative revenue news, but frankly the bar is now set so low for 24/25 that they really should find it fairly easy to exceed estimates so there should be room to guide ahead come the time. |
Posted at 13/9/2023 09:29 by lord loads of lolly In case anyone actually still listens to Chronic Investors' tips, here's the full article behind their paywall:"As we were warned by a series of profit warnings over the last year, it has been a difficult time for semiconductor wafer manufacturer IQE (IQE). Its compound wafers are used to make semiconductors found in smartphones, for sensing and 5G, but demand has faltered during the period under review, even though there are there some green shoots in evidence. IQE:LSE IQE PLC 1mth Today change 0.00%Price (GBP) 17.00 The problem is that its customers have built up their inventories to manage the supply chain disruptions. These inventories need to be worked through before demand for IQE’s wafers picks up again. In the six months to June, year-on-year adjusted cash profit (Ebitda) swung from a £12.3mn profit to a £5.7mn loss. IQE is currently in consolidation mode, trying to be as efficient as possible, before the market turns in its favour. It has managed to make some yearly savings, with layoffs reducing headcount costs by 10 per cent and non-labour costs set to fall by 20 per cent. Meanwhile, it has reduced its working capital by selling off its inventory and reducing receivables, meaning it generated a £2.4mn cash from operations – despite the operating profit loss. This has left its balance sheet in a pretty healthy position. Net debt fell to £44mn from £62mn. Meanwhile, refinancing has pushed out most of its debt more than one year away, plus it has a $35mn (£27.3m) undrawn revolving credit facility. A return to growth is imminent, with IQE saying it expects sequential double digit revenue growth in the second half of the year. Management admits growth has returned slower than expected, but forecast it to pick up in 2024 as supply chains continue to normalise. House broker Peel Hunt points to the acquisition of two new GaN power customers (IQE’s compound wafers are good for charging electric vehicles) plus a ‘major Chinese automotive customer’ for another part of its business (its wafers are also good at sensing things), as reasons for optimism. The broker is forecasting IQE to make £169mn in revenue by 2025, which would exceed the 2022 performance. The company is currently trading at a discount to its book value. However, the semiconductor market is notoriously cyclical, which means the best time to buy is when things seem their worse. The improved working capital management suggests IQE is getting a hold of the operational side of the business. When things turn it will start moving upwards but patience is needed. Move to buy. Last IC View: Hold, 34.5p, 06 Sep 2023" |
Posted at 11/9/2023 10:39 by fuji99 Guildedge,"On plus side all this bad news is already factored into the share price." This is the mistake many make all the time because a company with trouble, may still have bad news in its background. IMO I consider IQE as an R & D department meaning they will still tell the market "More work and more money is still needed". I don't see them focused on marketing and sales to make money. They seem to hate anybody disturbing their comfort zone in the lovely Welsh Valleys. This is how it was and this is how will be: They will never change so is the share price. |
Posted at 11/9/2023 10:02 by american idiot Guildedge,On plus side all this bad news is already factored into the share price. If they are going to miss these targets they are in trouble. What makes you think that ? Just wait until they miss on H2 forecasts...IF they miss of course...and if they do you can expect 20% off the share price instantly.. IQE were relying on a semiconductor industry led recovery in H2. Has there been any recovery of any sorts at all so far ? Those 3 year projections are a disgrace to IQE. How many more years before they can turn a realistic sustainable profit ? (Never in my opinion) |
Posted at 17/8/2023 15:26 by crosswires Time will tell of course.I’m often puzzled why people post on share boards when they don’t own the shares but tell current owners their target is 5p when the share price is 18p? Still each to their own! My take is IQE could go to 5p if they announce the revenues will drop much further and not get back to £150m next year. I think it’s a very slim chance because the share price has fallen so heavily already and can't be far off intrinsic value now so I’m not convinced even then 5p is likely but never say never. I would say if there is no more bad news in Sept re their range for this year then that’s as far as the share price will fall (wherever we are in 3 weeks). It would only take some good news re GaN and a new revenue stream to get us back into the 20s quite quickly. However it’s all about the mid to long term now, I remember how low this was back in 2016 and how the naysayers said it was going bust but then it was £1.80 in 2017. Funny old world, funny old game. |
Posted at 16/8/2023 21:53 by longtallsally Will be interesting to see if this doom that is continuing in the semi sector drives the IQE share price down much further. At 15p I will be increasing my holding still further. |
Posted at 08/8/2023 11:15 by guildedge llol you should definitely not put more ££££ in here based on a lot of your posts here. You are a battered and bruised investor. This share could yet go lower and you are already sitting on a big loss.Feels like Invesco could do more selling here hence why were close to 19p. Something is holding back the share price here. Albeit a lot of the Invesco sells appeared to be the large trades of 8M and 2M. I hope IQE have taken a sensible view here and look to slash costs 20-25%. 7% is just not good enough considering where they are. That or prepare for a share issue in 2-3 years time. They can't rely on government money to pay for losses. I doubt the government will want to invest in IQE if all they are doing is nursing their losses. Taxpayers money. The fear is their clients are still clearing inventory. With cost of living crisis you can bet IQE staff have asked for 5-8% pay rise here. So costs rising with order levels at all time lows. Apple results were not great a few days ago with Iphone sales down. Users just not interested in new phones that lack new features. This could be a 12-24 month recovery with likely sales related to mobiles taking a permanent hit. Even after that IQE may only be braking even at best. These new orders may arrive at some point but 2-3 GAN machines is not going to fix a yearly 13-17m loss. I would wait for September results or till there are clear signs this firm can actually make money and bring in 3x revenue long term. Update - Lets hope they are not relying on China. |
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