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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

halifax - 18 Jun 2013 16:31 - 451 of 1520

sp down to 20.38 (5%) today.

Oakapples142 - 18 Jun 2013 16:59 - 452 of 1520


Large profits have been made by some in recent weeks buying and selling IQE regularly with MMs manipulating the SP to extremes. Why and how can a share drop 5% if you just consider posts 448 and 450. Sit on you hands is my position.

chessplayer - 19 Jun 2013 09:53 - 453 of 1520

It certainly looks like there is some manipulation of the share going on.

We can't be far off the mark if we blame the bankers.

grannyboy - 19 Jun 2013 13:17 - 454 of 1520

Well Blackrock Who have a long holding in here also has a penchant for shorting them, so they make money when the s/p rises and also when they short them..

chessplayer - 19 Jun 2013 14:02 - 455 of 1520

The annoying thing for me is that the trades shown suggest, on the whole, that the price should be on the up and not down!

galatica - 20 Jun 2013 12:25 - 456 of 1520

Holding to moving higher today, strange on a very weak market, maybe is signaling a change of direction.

graph.php?startDate=16%2F12%2F04&period=

chessplayer - 20 Jun 2013 13:39 - 457 of 1520

20, a ludicrously low price , certainly ought to be the base for a recovery.

galatica - 20 Jun 2013 14:02 - 458 of 1520

there was an investor ( El1te ) with some interesting reasearch a couple days ago


IQE - Entering a Transition Phase

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IQE - Entering a Transition Phase

chessplayer - 20 Jun 2013 15:02 - 459 of 1520

The market is 150 down at the moment, so being up a touch is not too bad.

samsun - 27 Jun 2013 23:35 - 460 of 1520

Current Short positions on IQE

BlackRock Advisors (UK) Limited 0.60%
BlackRock Institutional Trust Company, N.A 1.00%
BlackRock Investment Management (UK) Limited 0.80%
Total 2.40%

hxxp://www.fca.org.uk/static/documents/short-positions-daily-update.xls

samsun - 27 Jun 2013 23:48 - 461 of 1520

amount of shorting shares, just over 22M

Chart.aspx

halifax - 01 Jul 2013 13:36 - 462 of 1520

sp hasn't been this low for sometime, bad news coming?

goldfinger - 01 Jul 2013 15:32 - 463 of 1520

IQE.......Support ot no support?. Ive taken a long trade on, forward P/E is just 8 for a tech company. Looks like inventory problem they had last year sorted.

Seemingly a lot are shorting so if results due soonish are OK could be a good investment/trade. Speculative so ive halved my usual trade size. Fingers crossed.

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

chessplayer - 01 Jul 2013 17:22 - 464 of 1520

65 has been suggested as fair value., so something lacking somewhere!

goldfinger - 01 Jul 2013 22:23 - 465 of 1520

65p wow..... hears hoping then.

Hadnt realised it had dropped so low until I did a seach early on today.

Strange but I cant find any real bad news other than the inventory problems from 2012 and thet have had an RNS out saying they are over that problem.

Awful ,lot shorting it though.

Anyway Ill take my chances etc etc.

chessplayer - 02 Jul 2013 07:39 - 466 of 1520

The main concern has been worries about competition from a new chip from Qualcom . The s p was then at 35 and there was also a regulatory issue about then. That has been okayed, but despite claims that Qualcoms' chip would not affect IQEs' share of the market the price has gone down.

I reckon, though that it is now wake up time !

goldfinger - 02 Jul 2013 08:22 - 467 of 1520

Ohhh yep cheers Id forgotten about that CP.

Supposed to be for bottom end of market isnt it. Read an article suggesting it wouldnt impact IQE like you suggest.

Results pretty soon might throw more light upon the competition.

Fingers crossed,SP was positive last time I looked.

goldfinger - 03 Jul 2013 15:25 - 468 of 1520

Big volume in IQE and up 4.6% in the last 20 minutes.

Summat going on??.

goldfinger - 03 Jul 2013 15:25 - 469 of 1520

Big volume in IQE and up 4.6% in the last 20 minutes.

Summat going on??.

Oakapples142 - 03 Jul 2013 15:39 - 470 of 1520


Each time you say it - it gets better !!
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