Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
Register now or login to post to this thread.

IQE - Silicon is the future (IQE)     

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
Chart.aspx?Provider=Intra&Code=IQE&Size=


5 month MA and Indicators


Chart.aspx?Provider=EODIntra&Code=iqe&Si

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

breakout.jpg

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 :-))

Master RSI - 02 Sep 2010 16:11 - 210 of 1520


THE FOOL IS BACK FOR MORE


"ravey" needs help, does any at the ASYLUM gives the w#nker the odd tablet

ravey davy gravy - 02 Sep 2010 16:19 - 211 of 1520

Do you think i will stop exposing you because of what you are posting !

Calm down :-))

Master RSI - 02 Sep 2010 17:01 - 212 of 1520

RE - ps..the only person that ever used that thread was that conman treacle
and we all remember that poster dont we :-))

"ravey" LIER on TOP

My weekly thread around the best times had over 500 post in a week with views of 10 to 12 times each post, below a post by me at the end of a week 4 years ago ............


SHARES STRONGLY UP/DOWN w/c 13/03/06 (Master RSI) (UPS)
Master RSI - 19 Mar'06 - 23:22 - 572 of 572 edit
A very good finish of the week with 571 post, the largest for over 2 years , though not a record with 6302 viewers, that gives 11.03 viewers for post.

And a supper % gain for HML by PP , 172.44%

My consolation is I am a long term holder of the stock and that is why I did noticed the starting movement last week

Master RSI - 02 Sep 2010 17:04 - 213 of 1520

         FUN OF THE DAY

re - exposing

The only thing you need to expose is your ARSE from now on, and hoping there are takers - W@NKER-ravey -

HARRYCAT - 02 Sep 2010 17:19 - 214 of 1520

Do you ever wonder why you get banned from these bulletin boards, MRSI?

Master RSI - 02 Sep 2010 17:25 - 215 of 1520

re -exposing the weekly "UPS" thread to the WORLD. ( "ravey2 does not want to see)

A poor week on number of selections ( poster still on holiday ), but doing well on % terms considering there are
only 3 days so far, and ANR & AXM were selected late today
Ranking at close of play Thurday 2 YELL 14.44 19.92 37.95 Master RSI 1 VIP 5.625 7.75 37.77 Johnma 2 TSW 67.50 74.50 10.30 divinausa1 3 TW. 26.56 29.03 9.29 Master RSI 4 HAMP 19.875 21.25 6.91 Master RSI 5 ANR 8.45 8.875 5.02 Master RSI 6 ANGM 5.625 5.875 4.44 gb234 7 AXM 11.75 12.25 4.25 moneye 8

ravey davy gravy - 02 Sep 2010 17:42 - 216 of 1520

I bought Rgd today at 20p and sold it at 23.6p, not one post from me on
any site, just sat there and watched it rise and took my profit, i've made
a lot of profits this week but not posted on any of them, i post on my med/ long
term holds but not on trades because that would be pump and dumping.

And that chart you display is a joke, you still have never took spreads and
commissions and tax into consideration, take Axm for example, when 11.75p
mid it was 12p to buy and when 12.25p mid it was 12p to sell so break even
then a loss after charges so putting a % profit is very misleading.

Master RSI - 02 Sep 2010 17:56 - 217 of 1520

bla, bla, bla

MAYBE IS A SHEP INSTEAD OF A PERSON

The thread is a place to alert shares on the move it says " choose the stock, mid price and reasons for your choice "( No reason no selection ) , you stupid SOD and at the same time is a bit of a competion who does better at the end of the week, so in order to encourage posters.

Stop trying to find faults were there are NOT apart from your HEAD ( no brains ).

sheep240307_486x386.jpg&h=94&w=113&usg=_


re -RGD no post
That is cos nobody will believe a word of you, no way to find out if true
Register now or login to post to this thread.