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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
  2.00 3.66% 56.60 1,463,590 15:14:45
Bid Price Offer Price High Price Low Price Open Price
56.60 57.10 56.80 54.60 56.70
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.29 6.75 0.13 435.4 451
Last Trade Time Trade Type Trade Size Trade Price Currency
15:14:45 AT 1,980 56.60 GBX

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Iqe (IQE) Discussions and Chat

Iqe (IQE) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
14:14:4556.601,9801,120.68AT
14:14:4556.701,9311,094.88AT
14:14:4556.70478271.03AT
14:14:4556.701,9101,082.97AT
14:14:4556.705,3413,028.35AT
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Iqe (IQE) Top Chat Posts

DateSubject
07/5/2021
09:20
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 54.60p.
Iqe Plc has a 4 week average price of 54.10p and a 12 week average price of 54.10p.
The 1 year high share price is 91.75p while the 1 year low share price is currently 34.38p.
There are currently 796,353,479 shares in issue and the average daily traded volume is 2,605,628 shares. The market capitalisation of Iqe Plc is £450,736,069.11.
07/5/2021
13:54
1knocker: We all have a simple question to answer: Is the IQE share price more likely to double or to halve from here, or is that impossible to call? Then you buy, sell or hold in accordance with those answers. QED I have made up my mind and acted accordingly, so I am out and this is my last post. I wish you all good luck.
04/5/2021
16:34
crosswires: Woeful is the word that sums up the IQE share price performance over the past few months.
29/4/2021
14:10
lord loads of lolly: IMHO it's wrong to look at the current share price & conclude management couldn't care less about investors. Sure, IQE's share price has been down-trending or range-bound for some time now. And that's hugely frustrating. But in 2017, when it rose from the low 40s to over 170p a share in less than 9 months, people weren't saying management didn't care. I agree the current BOD is running IQE too much like an academic research project. I also agree - as results over the past few years confirm - that they're woefully lacking in sales drive & their pricing hasn't reflected their products' alleged superiority. But if they were totally indifferent to share price performance, there'd be little point in continuing to award management hefty share options. You never know, it could be they're actually ACUTELY aware of investors & are trying to micro-manage the share price short term. Keep it low now by issuing unambitious outlook statements, award the BOD shed loads of share options, then light the blue touch paper & retire - literally! Unlikely I agree - but not impossible. Well, we all have to dream...
29/4/2021
08:00
crosswires: I think we have learnt that what happens to Skyworks and the companies in the charts above has little effect on the IQE share price or on our chances of beating earnings estimates. With any normal company that would obviously not be the case! Also re iPhone sales, you could view that this past 6 months of iPhone 12 sales means that the iPhone 13 may not be a super cycle phone because 12 was that. Which could be looked at as a negative for IQE on future wafer orders. The only thing that will shift this share is if buyers perceive it to be a bargain or specific positive news relating to IQE earnings. I really hope IQE don’t disappoint again, otherwise I fear even more selling from current holders giving up hope of ever making decent money here :(
25/4/2021
12:34
montanaro: Charlie, I got a lot more bullish as time went on during 2020, at the start of that year I was optimistically hopeful based on a few psychological tea leaves, that was before the pandemic. As 2020 went on I could see which way I thought this should go and I could see a pattern in the chart that was suddenly very much more positive, and which showed me not where the share price should go as a predictive measure, but where investors were placing their bets (I think I commented that if I had 10 companies with a chart like that, at least 7 would succeed, clearly IQE has boon one of the also rans in retrospect). So during that time, Tom Duck to his credit was somewhat more cautious and circumspect, I'm sure many of his more cautious opinions have now been justified. Hats off to him. I was placing a lot of faith in Sir Phil Smith, as Chairman since 2019, and a noted technology entrepreneur, to transform this company from the Dr Nelson show into a serious international tech component supplier into key technology growth markets. I also took heart from the consistently bullish outlooks given by our key customers. Surely, I figured, after 2 lost years in 2018 and 2019, things were going to be substantially better in 2020 and 2021. Also IQE's simple economics, the very high profit and cash conversion of each marginal sale, helped to convince me that this was an enormously attractive investment situation. Hats off to Tom Duck and to several other very knowledgeable posters who were more cautious, my increasing optimism in 2020 has proved undeserved. Right now in my opinion the shares are cheap and yet deservedly so. We are back to levels 6 months ago, and the company's credibility is probably lower than it was back then. Their credibility is the own goal of their approach to investor engagement. I think their final results announcement was a huge own goal, it was a tremendous opportunity to showcase the business yet they didn't even make a mention of really anything. I could go on. To misquote LLOL, their silence was defeating. And yet unlike posters on this board, the BoD have a serious duty to report to the shareholders and to embrace a relationship with both existing and potential shareholders. Otherwise, why be a public company if you're not open to the advantages that public company status can bring?? Savvy Investor, the most bullish commentor on this board who has made excellent arguments as to why this company should succeed in the next few years has also been let down, I feel, to a large extent in terms of the prospects the company revealed at results for the current financial year, well short of his expectations as he has stated, and well short of mine. I felt that 15-20% revenue growth on £180m was achievable as a minimum in spite of higher average dollar/sterling, which I view as predictable. Maybe we will yet see that and there will be a creeping series of upgrades to existing expectations. It's obvious that I'm disappointed for every investor on this board, myself included, who is in this for the long term. I want to be here in a decade with the shares at £15-20. I don't think that's an outrageous demand of the management to deliver that bearing in mind they have world leading technology that is vital to the future of super fast data transmission etc. Both Savvy and I have feared a low ball bid which would take the company out but deny us PI's to what should be a decade of growth and increased wealth ahead. That low ball bid now seems more likely than ever. It's quite sad that the management have let this come about when they had created an excellent platform to really take IQE into the status of "serious tech company", they're letting down their staff as well as their shareholders... We will see how 2021 works going forward but there is a serious credibility gap and as mentioned I can't help thinking, never having met Dr Nelson, that he is indeed the problem, and that his current state of control is something he truly doesn't want to relinquish, which is putting off high quality candidates. That is pure speculation but the absence of Sir Phil Smith in the last several results statements to even lead, like a normal company, with a Chairman's overview before giving way to the CEO/FD for their more detailed summaries of the business and its finances speaks volumes and concerns me. I've never met the man so it's pure speculation as to whether or not he is genuine in his desire to step aside. I am disappointed that our Chairman hasn't made his presence felt. He is the boss ultimately. So the tone of my missives now, having had to spend 2 months on my personal relocation after more than a year stranded overseas and away from home, anyone can see that the tone has changed markedly. That said I really want the company both to succeed and to show it is changing for the better, if it demonstrates a willingness for that I will definitely stay an LTH beyond end 2021. By the way, I would like to apologise to the bb for my indignant response to the recent troll like comments from LLOL (but not to him, he deserves what I have said) about other posters, goading them and misquoting them, he seems to be a regular little guttersnipe in that respect, more interested in trolling others than contributing any kind of positive knowledge or opinion. Sometimes I can't help, as can't others, responding to unfair and inaccurate asinine comments both of my own postings and in particular of others like Savvy/Sweenoid who have devoted so much time and energy to give us their views, whether with hindsight right or wrong. All views expressed here, mine included, are only to be tested by the cruel twists of fate and time. I have a large loss on the book cost of my holding and over nearly five years that suggests that I am fairly close to reviewing it and putting it into the last chance saloon. I've made that fairly clear to the board over the last 48 hours. That said I really do think that a market cap of less than £500m is a snip for this business. A contested bid will (I predict) see a takeout of at least 150-180p. Will any bidder be running a slide rule?? They should be but as we know these are not days for acting in haste. I don't hide from revealing that Dr Nelson and IQE are now officially testing my patience and that I'm not as bullish as I was. Then again, anyone who reads my posts of 2020 will know that my bullish position always had 3 simple caveats: 1) a continuing bullish trading pattern 2) a new chief executive 3) the prospect of a move sometime thereafter from AIM to a Full Listing, ie embracing IQE as an internationally credible, shareholder inclusive growth company that could be considered investible for both UK and overseas investors/institutions. Right now I'm not sure I see any of these three caveats being met and the company's refusal to engage with investors remains perplexing. Kazoom, I didn't quite get some of your stuff about straw men etc but in general you are very wise Sir. Genuinely I have no axe to grind and my opinions are just those, I don't want to seek to guide anyone, or to claim that by my past experiences I have any greater insight into the future. I don't. It's only as a private investor that I have come to realise the great advantages of access to management that I had as an investment manager, it's a very privileged job at which I like to think I was successful, albeit more by luck than judgement in all likelihood. Best wishes to all as ever, Monty.
15/4/2021
21:25
lpavlou: Another perspective on Feb newsSilex Systems Limited (ASX: SLX) has received positive news from London-based IQE in relating to Silex's wholly owned subsidiary Translucent Inc's cREO technology.In 2018 IQE purchased the cREO technology from Translucent in accordance with an Option and Licence Agreement between the parties.IQE has now revealed it has achieved a key demonstration milestone for its new high frequency (RF) filter product, called IQepiMo, which is built on the cREO technology platform.IQE reported that data from customer and partner device trials indicated significant improvement in the performance of its 5G filter device, compared to incumbent technology, when tested at the top end of the frequency range used in current 5G applications.The 5G industry is finding it difficult to achieve high levels of performance at these higher frequencies using conventional filter technology. The new IQepiMo template technology therefore offers customers a path to overcoming these inherent challenges while still using their current 5G infrastructure and processes. Additional trials of the new RF filter product are continuing with IQE's partners.Under the Agreement between Translucent and IQE, Translucent is currently eligible for minimum annual royalties for the cREO technology and a perpetual royalty of at least 3% will be payable to Translucent on the sales revenues from any IQE products that utilise the cREO technology.The first minimum royalty payment of US$400,000 for the year ended CY2019 was received in March 2020, with the second payment for CY2020 due in the coming weeks.cREO technology is a potentially enabling technology that could create a step change in the integration of various compound semiconductor devices with large scale silicon wafer-based production techniques. This has the potential to improve performance and lower the cost of production of compound semiconductor devices such as chips for wireless communications equipment and power electronics devices.
11/4/2021
22:49
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 🤞
08/4/2021
18:24
provonar: This news from Qorvo was released a couple of weeks back, but I don't think it was referenced on this board: hTtp://www.semiconductor-today.com/news_items/2021/mar/qorvo-250321.shtml 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://www.semiconductor-today.com/news_items/2021/apr/riber-060421.shtml 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...
08/4/2021
12:52
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 ;)
08/4/2021
10:28
lord loads of lolly: Since the latest results, there's been a deafening silence from sweenoid & savvy investor. Not trying to stir anything, I'm just genuinely interested as to why this might be. Having both previously posted enthusiastically & regularly about IQE's many market opportunities (and in savvy's case, predicted future share price & profits), they've now completely disappeared. Sure, they received a fair bit of kick back from this board, following the latest underwhelming outlook statement and its predictable share price impact. So they may just be slightly embarrassed at calling things wrong and still be licking their wounds. But wouldn't it just be easier to say "OK guys, we called this wrong (or at least the timing). But we still believe in IQE's longer term prospects". Simply halting communications altogether seems slightly odd to me. Unless of course their motives were less transparent & altruistic in the first place. I'm not saying they were, as I don't think many posters (even prolific ones) would really believe they could significantly influence the share price. Which is why I'm genuinely puzzled at their sudden shyness. What do others think?
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