IQE News and Views - The new thread for regular IQE posters Yes I was invited to go and give some input in the development of the beta site as it was called at the time. I went twice to offices in London and received expenses for my trouble. I can’t honestly say that I would have been of much help with my input as I am a fairly amateur investor compared to many on here and I don’t trade that often either. I hope the other 399 managed to give them more help but I fear from the present state of this place that they did not. I feel that ii are going to tough this one out in the hope that people who are registered with them to trade will remain by lethargy. I will remain for that reason and because I don’t trade much but I shall find other places to do my research and quite probably discussion as well. The difficulty is knowing which is the best place to go.
IQE News and Views - The new thread for regular IQE posters I see from the other threads, new comments from new posters, that this B.B. has not improved. Over and above everything else, it’s the CONTENT that’s missing, the information, except for the few, no- one does analysis Anyhow for what it’s worth a copy of my post on ADVFN Gee, it’s really miserable visiting this place, which is why I will do it less and less. , it’s not just down to the SP either, go work it out. Anyhow, something relevant and hopefully interesting for investors. I was absolutely delighted with the appointment of Phil Smith to replace the retiring Godfrey Ainsworth as Chairman next year, I had been concerned with succession planning, especially as we are still searching for a CFO. Mr Smith is an industry ‘heavyweight’, highly respected and well known, he has vast experience as a CEO in a world ‘brand’ leading company- Cisco, experience of being a chairman and I have no doubt will offer IQE many years of good service. He also comes across as a bl!!dy nice bloke, keen to mingle and chat with investors and listen to their views. I did not have chance to ask him specific questions at the AGM, so contacted him and asked him 2 very basic questions, he replied and is happy for me to share his responses. So here it is Dear David, thanks very much for your note and good to see you again at the AGM. Specifically on your questions Q1 As a man who has had a extremely successful career, been there, done it etc what were your motivations in accepting what will be a challenging and time consuming role as IQE’s new Chairman? A1. I am very proud and honoured to be given the opportunity to join the IQE board, let alone Chair it, particularly given the exciting nature of the company and the great work that Godfrey, Drew and the team have done up till now. I am genuinely excited by what IQE does and the opportunities it has in the future. I hope that my background and experience can bring value as we scale the company, evolve the team and maximise the value of our IP, products and know how. I also think it will be great fun. Q2 What is your vision for the company and where do you see IQE in 3 years time A1. I see IQE in three years time as a much better known, aspirational and profitable organisation. I want to help us become “ the" leading manufacturer of advanced materials solutions, driving value from our know-how, technology and IP. I also expect us to be a leader in the emerging Compound Semiconductor Cluster in Wales, bringing real transformation to the UK. Globally, I want IQE to be a genuine driver of transformational and innovative solutions in what I believe are extremely exciting new and existing markets. Have a good weekend all, I won’t be reading this B.B. for a while so later… S
Dreadful changes to the BB mugwump12: Whoever designed this website is a retarded, illiterate, uneducated idiot. And obviously the management of this company are also idiots to think it is Ok to have such a stupid website & inflict it on customers. Well said.
Dreadful changes to the BB Mugwump has certainly made his mind up about the new bb, not living up to his name in this case.
Dreadful changes to the BB I am not sure Adalaide gets the joke? Your name being one of Boris Johnsons insults?
Dreadful changes to the BB How else can you describe such complete & utter ignorance ?
Dreadful changes to the BB Can’t you make your point without resorting to personal insults?
Dreadful changes to the BB Whoever designed this website is a retarded, illiterate, uneducated idiot. And obviously the management of this company are also idiots to think it is Ok to have such a stupid website & inflict it on customers. Clearly, they have have contempt for their customers. It is therefore clear that it is a complete waste of time using this company for any purpose whatever. The sooner they go bust the better.
Dreadful changes to the BB Foglight, Same comments from me, hopeless, cannot be bothered to go thru all the rigmarole and still not find out anything useful. Javbri
Dreadful changes to the BB re - edited I know is there, but tell me how to do it, because I have not managed yet, the last time a couple days ago, it went blank
IQE a week away from half year significantly disappoints Given that the half year is a week away I would have expected some excitement building amonst investors leading to buyers pushing up the share price. The current malaise leads me to believe there are some serious doubts about this companies ability to deliver strong top and particularly bottom line growth. It is still close to 10% of my holdings but I am getting decidedly nervous about it’s place as a growth stock in my portfolio.
IQE News and Views - The new thread for regular IQE posters Thank-you for the link, and for persevering with this site! It feels as if it is breaking up. I have hung on to these shares for such a long time! perhaps it is waking up?! Re: this site: I actually went and signed up to IG this afternoon but chickened out in the end. I have been with ii for too long and am too old for change BUT I have to say IG are good. I even had a ‘minder’ to help me with any problems. Its a case of the prisoner frightened of space! LL
IQE News and Views - The new thread for regular IQE posters [link]
IQE News and Views - The new thread for regular IQE posters Interesting post over on LSE from rivaldo. On page 65: assets.ctfassets.net DC_5gMapping_FinalforWeb_Single.pdf 1832.92 KB “IQE is ideally positioned to provide components to the emerging 5G ecosystem, from 5G handsets to ubiquitous IoT devices. Currently some 80% of its revenues are being obtained from existing 4G devices. It is worth noting that although the UK does not have big chip manufacturing factories based in the country, UK councils in the Cardiff Capital Region are set to develop a foundry for technology behind 5G in Newport, which could create about 2,000 high skilled jobs in five years. Funding of nearly £38m has been announced for the facility to make compound semiconductors. The factory will be owned by the councils and is projected to create £375m of private sector investment over the next five years”. Great post by sweenoid about this elsewhere: "The 5G Nation I advice anyone interested in 5G to read this report, it’s based on a U.K. perspective. I have scanned the report and then focused on what I find interesting It’s a great read, but don’t go in expecting to see IQE named, obviously the ‘catapult ‘ is central to U.K. plans. If it’s all too much, just be reassured that 5G is going to be a goldmine for IQE, both in terms of provision of the necessary infrastructure , but also in the smartphones/pads and whatever other devices emerge that will utilise 5G. It’s impossible to imagine the effect 5G will have on our daily lives and it’s coming closer and closer. Drew Nelson, our CEO once again said at the AGM , it’s coming sooner than Many imagine, obviously he has a global perspective…because he will have been talking to many of the global ‘players’ , he knows you know. A few quick giveaways - in years to come we will all be talking about the ‘tactile’ internet , go read something about that- fascinating, absolutely fascinating. The ‘killer’ applications for 5G are going to be AR and VR - augmented and virtual reality, it’s astonishing to realise that ultra Fidelity VR consumes 50 Times the bandwidth of a high definition video stream! These killer Apps are of course totally dependent on Compound Semiconductors in particular VCSELS, and with their widespread adoption in ‘world- facing’ camera arrays ensures that all those reactors in Newport are going to be kept rather busy Have a butchers assets.ctfassets.net DC_5gMapping_FinalforWeb_Single.pdf 1832.92 KB As a quick ‘aside’ the applications for 3D sensing in automotive and industrial applications abound- remember AMS believe that industrial 3D sensing will be even bigger than wireless and automotive ( even with the huge demand of LIDAR) ! As such this paper is interesting - just read the abstract hTt
IQE News and Views - The new thread for regular IQE posters Yes. I dropped in here by accident having seen IQE in the type, but if I leave I am quite certain that within a few clicks I will be lost in the maze again! Bewildering is NOT the word—the word is horrific. TOO MUCH. TOO COMPLEX. and I only have one change of underwear!