soi
31 May 2018
Re: IQE trades 108.57 long.Add if sub 106 seenATBsoi
soi
31 May 2018
IQE trades 107.9 share buy.Just after a scalp profit.ATBsoi
winningstreak
31 May 2018
Re: Monte and Eagle51 !! Pkaa - My last message was intended to be humorous. No sensefor humour then? As for "unpleasantly low and pathetic levels", youmight equally well have reserved that remark for the share price.At now just 108.5p, the Institutions who bought into the share issueat 140p might now be scratching their heads, wondering where they went wrong.ws
per ardua ad astra
31 May 2018
Re: bumpy ride Hi, soi. Dunno if you managed to pick any up this morning? I was able to grab a few thousand in two tranches @107 - it took a heck of a lot of trying though. Plenty of offers to take some off me ~102/103 but, surprise, surprise, nobody willing to sell to me at that price. Limit orders unsurprisingly overlooked too! Ho hum. Let’s now see the bounce, please. Cheers,
Gailes5
30 May 2018
Re: Monte and Eagle51 !! Totally agree but in fairness Monty should also be included. While I always enjoy reading Eagles self engrandisement posts, which I have on many boards, he is now going too far and becoming even more extremely obnoxious. As far as investing in IQE is concerned, I haven’t and won’t. For me it is too complicated and with a number of negatives mooted, which maybe without foundation , I prefer to stay out. I wish all holders well and hope you achieve your goals.
pkaa
30 May 2018
Re: Monte and Eagle51 !! Winning Streak and Eagle51, you have both bought the general levels of discussion on this board down to unpleasantly low and pathetic levels.
breadtomorrow
02 May 2018
Here's hoping your long range forecast bears fruit, Hyperproject. And I also echo your congratulations to DS.
breadtomorrow
20 Mar 2018
Great post bb. I too would really like to see a serious discussion about the pros and cons of IQE. The cons seems to be that for years it's been promising future profits, but that future seems to constantly recede on each succeeding RNS. Meanwhile all the profits are being handed over to the directors. The pros are obvious, but already baked into the share price, so that share price is constantly vulnerable to investors becoming fed up of un-delivered promises, and nervous of IQE's moat being breached before they finally deliver.
cosmos
12 Feb 2018
Re: Double audit. The more pertinent question is re. KPMG. I highly doubt that they would have taken the role if they thought it was a poisoned chalice...
breadtomorrow
07 Feb 2018
Hi Dave Sweeney - please could you respond to WS's point that IQE aren't making much profit? Or do you perhaps you believe that profit levels are going to rise significantly in the next few years?
TheLongView
07 Feb 2018
Extract from Barclays Capital updated note yesterday for those asking for forward projections. AT £1.04, IQE trades on 23x/16x/13x 2018-20 P/E, multiples we consider very attractive given the 30%+ EPS growth forecast through the end of the decade. We reiterate our Overweight rating and £2.10 price target.
cosmos
25 Jan 2018
Thanks to all for some entertaining reading. It's fascinating to see the different philosophies of the "investors" and the "speculators." Winning Streak. You said "in this game... losses are likely to exceed gains for the average private punter". It's not just private punters. Most hedge funds also struggle to make adequate returns with these strategies. And that's because (having insider information aside) it's just so freaking hard to call ST market movements. Shorters got it right on Carillion. But what about Ocado for example. They've been killed in the recent rally. Now personally I would have said their view on the Ocado story is not without merit. But the market has completely gone against them. Me, I'm in the investor camp. I'm not antagonistic to shorters. In a way I admire the courage. I just find shorting way too stressful and ultimately incompatible with the "investor" mind set - hone in on a great asset, place your chips and wait. As someone said on this board a while back it's like picking pennies in front of a steam roller. You will win... until the day you get flattened. On IQE only time will tell. Shorters ultimately have zero impact on the operational business and hence "value for long term holders". I'm a believer in the story with a LT time horizon. I guess time will tell.
wyeman
22 Dec 2017
The share price is being mauled by the bears. However , short sellers often get it badly wrong. Take a look at NVIDIA. Short positions were up to 17.6% when the share price was $40 last year.
breadtomorrow
08 Dec 2017
Like many here, I'd like to thank you Dave for your detailed reports on IQE. Perhaps fewer would like to join me in also thanking Winning Streak too, for effectively playing devil's advocate.
