Master RSI
- 03 Feb 2003 11:56
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
&IND=MACD(26,12,9);RSI(14);SlowSTO(14,3,3)&Layout=2Line;Default;Price;HisDate&XCycle=&XFormat=)
Master RSI
- 01 Sep 2010 13:16
- 190 of 1520
JUST is case you do not know
"gravy" is a proper WONKER trying to find faults even where there are not - the chart ( where someone was suggesting a BREAKOUT so it could go the same way on the other side no time limit ) But the stupid SOD things is tomorrow.
The language is strong but I do not take " bullsh!t " from anyone this days
"ravey" was Expelled from ADVFN and iii
ravey davy gravy
- 01 Sep 2010 13:48
- 191 of 1520
You write total crap RSI.
If i want to post on advfn i can in seconds, and i've never been expelled
from any site.
You are a pure pump and dumper and rarely hold a stock for more than
a day so all you are doing by posting on other sites is trying to trap others
in so your profit will be greater, surely advfn is enough for your ramping
but you seem to be pump and dumping on every site there is !
hondaman
- 01 Sep 2010 15:15
- 192 of 1520
50p target from Cenkos today:
IQE announced strong first half results this morning (IQE LN 26p, BUY). No real surprises here; the figures themselves are great, but had been well flagged in the recent IMS. Revenues were up 54% (to 33.0m), EBITDA up 184% (to 5.4m). Nevertheless, seeing the figures printed on the page is a stark reminder of just how well IQE is doing and the companys comment that sales are ahead of expectations should spur upgrades to consensus estimates (we are reviewing our forecasts). Before today we were at 1.0p and 1.4p respectively for EPS in 2010 and 2011. Wireless is the engine room and, importantly, IQE is designed into the majority of top-tier smartphones including the iPhone, and therefore remains fundamentally very well placed in wireless. Divisional revenues were up an impressive 52%. As we have previously noted, the compound semiconductor content in smartphones is continuing to grow; this something which underpins further strong growth for IQE. Optoelectronics did even better (up 55% - but off a much lower base). Here emerging optoelectronic markets are accelerating; CPV solar up 100% and VCSELs for finger navigation and optical USB up 70%. Electronics was up 102%, driven by advanced BiCMOS and initial sales of IP rich advanced substrates (GeOI and SOS). When we initiated in July (see IQE: The Long View), we set a 25p target price, but our analysis also pointed to medium-term earnings potential of over 3p per share. Todays results and outlook gives us added confidence that IQE can get there, and in so doing crystallize a share price towards 50p
Master RSI
- 01 Sep 2010 15:51
- 193 of 1520
ravey davy gravy
re - You are a pure pump and dumper and rarely hold a stock for more than
a day
Cought with the trousers down, I have not bought IQE for the last Year, how can that be posible.
And If I buy the stock for trading is on the basis of a week to 4 weeks, not 1 day.
The only "CRAP" is YOU, is shows on the nickname plus following me AROUND, that is call STALKER, by the way is an offence.
You are such a foul that you believe you CRAP, I have not said a word about IQE today, so stop talking rubbish a stock of the valuation of IQE and being on the Level 2 with 10MMs, I could not be influence any bullish comment by me ( if I did) so pack your bags and go to post somewhere were do not mind your RUBBISH.
Master RSI
- 01 Sep 2010 15:57
- 194 of 1520
hondaman
thanks for the report 50p would do though one will have to wait a bit.
Master RSI
- 01 Sep 2010 16:07
- 195 of 1520
Holding for the best of the day 28.125p and do not expect to move higher on the offer side as there is 3 MMs at 28.50p
ravey davy gravy
- 01 Sep 2010 16:07
- 196 of 1520
"stalker"
Get a grip !
Master RSI
- 01 Sep 2010 16:12
- 197 of 1520
not one but 2, just one less than your nickname 3
You have been posting after me for the last two weeks, on thread you have not post in your life like today in IQE.
Full of ENVY cos share price goes higher, just too bad.
bdw - ENVY should be on your nickname, to discribe you propperly
Oakapples142
- 01 Sep 2010 16:44
- 198 of 1520
OK you guys I`ve changed my mind - keep taking space up with nonsence - its doing wonders for the SP
hondaman
- 01 Sep 2010 20:14
- 199 of 1520
This morning, IQE (IQE.L, 25.5p), the global market leader in the production of outsourced compound semiconductor wafers, released its interim results1 for H1 2010. Headline numbers, while good, should not overly surprise the market given they are in line with the upgraded guidance released by the company in the July trading statement. This was for revenue of c. 32.8m (versus 33.0m reported this morning) and EBITDA of c. 5.3m (versus 5.4m reported this morning). Operationally, the key driver for the shares remains unchanged, that of the continued
increase in the absolute number of smartphones sold, as well as the continued growth in the amount of compound semiconductor material found in smartphones. Crucially, the group also reported that the second half has begun well, with sales now anticipated to be ahead of expectations as a result of a strong performance across all of the Groups product ranges. This outlook statement will drive earnings upgrades, with the prospect of more to come. We believe the shares are attractive (19.0x FY2011 earnings) and offer one of the cheapest, and most operationally geared, ways of gaining exposure to the continued trend of worldwide growth in smartphone sales.
ravey davy gravy
- 01 Sep 2010 20:52
- 200 of 1520
EBITDA of 5 mil and you expect this to be worth 400 mil + Rsi.
No wonder you get abusive when anybody dare question your ramping.
Even if profits jump it still has to justify the current valuation let alone
a much higher one.
HARRYCAT
- 01 Sep 2010 21:03
- 201 of 1520
Not sure with tech stocks that valuations are always relevant. ARM's valuation is currently 37 times forward earnings, which is considered to be absurd, yet the sp remains on it's upward march. Maybe the momentum & the sentiment factors are more important here. My feeling is that, once again, the tech stocks will end in tears, but no harm in profiting along the way. (I hold neither ARM nor IQE at present).
chessplayer
- 02 Sep 2010 07:50
- 202 of 1520
Hello harry,I like your sober approach. What are you finding attractive at the moment?
HARRYCAT
- 02 Sep 2010 08:22
- 203 of 1520
SKR & SXX as potash is the new hot commodity! Crazy valuations for companies not yet producing, but graphs looking good.
Maybe coal is a better, less risky bet. (XTA, CDN, NCCL, CZA, BHR)
Most of these are high risk, so just trading a few of them. Much like IQE, the graph looks good, so why not ride the wave?
chessplayer
- 02 Sep 2010 08:51
- 204 of 1520
Yes, I have a few SKR myself.They are however still at only 1/4 of their float price.(up another 1.5 this A.M)
I reckon too,that the "Russia Risk" is rather overdone and this area may be a lucrative one if you can spot the good ones! Sounds easy doesn't it?!?
Master RSI
- 02 Sep 2010 11:19
- 205 of 1520
The talk YOURSELF "foul" could not finished the day without talking "nonsence".
Someones idea of share price moving with the trend and reaching highs ( on a few years time ) that first were during the "TECH bubble", can not get on the small brain like "ravey" that has to mixed it up and try to find faults on talking about this happening tomorrow or next month.
Any abuse is not enough for the STALKER
ravey davy gravy
- 02 Sep 2010 12:51
- 206 of 1520
I prefer to talk fundamentals then stupid idiotic pictures and abuse from somebody
who is well known to pump and dump.
You just show yourself to be a idiot, try and tell how Iqe can possibly go from
25p to 100p in a straight line with your silly ramping charts and then justify a
valuation of 400 million on EBITDA of 5 mil.
Of course you wont, you will just be abusive like your fellow pump and dump cronies
from advfn !
Master RSI
- 02 Sep 2010 15:49
- 207 of 1520
Better have cronies from the ADVFN ( my OWN thread is close to 10 years OLD now ) that you are banned, than cronies from the ASYLUM where you live.
re - valuation of 400 million on EBITDA of 5 mil.
Even explained on the above post ( in a few years TIME ) you are coming back about the same as is now or tomorrow.
End of story, you are MAD or playing the FOUL game........stalker ( at HAMP, at BBP, IQE, ) only and idiot would do that ( feeling lonely and whant to talk to somebody, phone the SAMARITANS you really need help.
ravey davy gravy
- 02 Sep 2010 16:05
- 208 of 1520
I think it's you that needs help !
Everytime you try and talk fundamentals you fly off the handle with abuse !
Is this because you dont like your pump and dumping exposed, your thread
may indeed be ten years old but it was clearly one of the worst threads i
ever read on advfn, all the pump and dump usual suspects using it to try
and push their stocks onto others, it was a ghastly thread.
No wonder you get so abusive, i'd be ashamed as well !
ravey davy gravy
- 02 Sep 2010 16:09
- 209 of 1520
ps..the only person that ever used that thread was that conman treacle
and we all remember that poster dont we :-))