IQE is the leading global outsource supplier of customized epitaxial wafers to the semiconductor industry.

Their technology is of most advanced like AFM means Atomic Force Microscopy and moves a minuscule cantilever over an objects surface, a sharp tip passes over dips or rises punched in the surface and reads out digital information. This technology is not going to slow down it is going to speed up and has to replace most existing forms of memory storage by virtue of capacity and size.

The future of nano-technology, these tiny/minute robots would need very small processors and most sure strained silicon could provide these.

The low share price is due to uncertainty as to when the cash will run out, but I don't think this will happen as cash is of 12 to 15M and NAV of 30p, and losses are going to drop on the next 3 month and we could have profits on the Q4 2004.

Latest news from the Chairman were" The Group remains confident that it is in a strong position within the outsourcing market, although the protection of its cash position is paramount.
With a broad product portfolio allowing the customer base to use IQE as a 'one stop shop', a large available production capacity and a strong balance sheet, the Board believes the Group will benefit strongly as the overall semiconductor industry recovers and will continue to strengthen its position as the leading outsource supplier of advanced wafer products to the sector. "

Nearly all the recent results have been encouraging. Q4 accounts are being completed (30th Dec 2002). IQE know where they stand, if things had got worse their would have been a trading statement by now, and with Amberwave (IQE's partner) increasing its Asian presence, this is a bullish trend and a good point to pick up the shares @ 4.25p

Intraday

5 month MA and Indicators

shorts
a couple of them were closing last week

IQE - shorttracker

Valiant Capital LP 1.12% -0.53% 25 Jan 2018
WorldQuant, LLC 0.68% -0.11% 26 Jan 2018

Still a worryingly high figure of 11.7%. I agree that it's worth waiting to see what happens to the IQE sp in the short term before investing.

the problem with that, is that when the institutional shorters start to buy back, sp will surge and you end up having to chase - reverse version of falling knife

as i wrote earlier, "arguably current is not a bad level at which to buy if you think the company intrinsically has a good future"

"...when the institutional shorters start to buy back.." but I don't think they will at the moment. Just my opinion, but I don't think anything has fundamentally changed to worry the shorters. What I should probably do is divide my cash in half, invest half now and half later, that way I can't really get it wrong.

what has arguably changed is that AAPL has advised that iPhoneX sales are roaring
is there any reason for sp to fall further?
if not, then why wouldn't shorters start cashing in the HUGE profits?

Possibly, but then, why didn't the IQE sp surge on the Apple news?

no idea, other than that (to rationalise) many PIs are still shell-shocked and wondering how to fund their portfolios over the w/e

market indices are also vile - cash DOW down 245; DAX down 145; FTSEc not much moved but in bleak territory

Make what you will of this:
https://www.shareprophets.com/file_download/913/SFCR-Investor-Letter_2_Feb_2018.pdf

Marshall Wace has reduced it short interest a tad. Not meaningful.

some bad press in ST today :-(

Can you give us the gist please as not a subscriber for the on-line version.

accusations from a small shorting institution, but with a good track record, that IQE's figures are not nearly as good as published

Reported by Tom Winnifrith on Friday apparently, Matt Earl has produced a 36 page dossier on IQE and it is pretty grim reading. Expect a sharp decline in the sp in the morning.

A quick response from IQE! Will it be enough to prevent a crash?

IQE did respond and no it did not

It could be worse!

A update on an earlier post.

The very brave will have snapped a few shares up, I'm not brave enough!

IQE says the allegations contained within the report published Feb. 2 by ShadowFall Capital & Research are “without merit and provide a misleading analysis of the
company’s financial position.”

* IQE addresses themes in report, says it holds itself to “the highest standards of corporate governance, transparency and integrity”
* Says ShadowFall made no attempt to review its report with IQE prior to its publication
* Co. reiterates that it expects full-year revenue to be ahead of market expectations, and to be not less than GBP150m for the year ending Dec. 31
* Results due March 20

SP already on the blue

The criminals are being F#cked as is their Reputation ( anyway they never had any )

ShadowFall Capital report here...

Https://www.shareprophets.com/file_download/913/SFCR-Investor-Letter_2_Feb_2018.pdf


The Financial TROLLS
Simon Caukwell,Tom Winnifrith, Zak Mir, Matthew Earl, Lucien Miers, Daniel Levi Gotham, City Research

Http://financialtrolls.blogspot.co.uk/p/simon-cakwell.html

I think this will end up in the red again. Almost there already.