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#AST: Board changes and new strategy for Ascent as Hutchinson looks at new projects Watch Here

#AST: Board changes and new strategy for Ascent as Hutchinson looks at new projects
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IQE Share Chat (IQE)



Share Price: 57.95Bid: 58.05Ask: 58.45Change: -1.65 (-2.77%)Faller - Iqe
Spread: 0.40Spread as %: 0.69%Open: 58.55High: 60.00Low: 57.25Yesterday’s Close: 59.60


Share Discussion for IQE


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TLWilliams.
Posts: 1,605
Opinion:Hold
Price:58.35
RE: thoughts
Today 12:43
Another day in the up and down cycles around the year-low share price range. There is nothing to shift the current position, and sadly looking at the current earnings, the share price might even drift lower in the absence of any news. This is very frustrating from the point of view of a long term holder (especially those who bought the hype during the 140p placement) as it is the short-term traders that are continuously reaping a rich harvest.

I am hoping that there will be a BUYOUT this year. As it stands, the company is well grounded with intellectual property and sophisticated production techniques, which others in the industry have difficulty in replicating. However, IQE seems unable at the present time to exploit their advantages to generate a profit commensurate with the herculean efforts that have gone in over the years in establishing this business, with its sophisticated manufacturing processes.

A savvy, knowledgable and focused business management team is desparately needed to acquire new customers, and to increase revenues and profit. As things stand, being part of a large conglomerate, with the synergies that would result seems the best way forward. I hope that the heavily invested institutional investors will agree, and apply pressure on the current management team to at least consider alternative means of growing the company out of the current post-placement slump.
 
Gotrader
Posts: 1,317
Opinion:No Opinion
Price:59.60
RE: thoughts
Today 07:22
What silence? My view is they would not normally do a TU now. Most firms only do 2 a year. With further AGM and updates around the results.

Next update should be with the results.
TonyBoy
Posts: 48
Opinion:Buy
Price:59.60
thoughts
Wed 21:44
What are your thoughts on the silence?
Gotrader
Posts: 1,317
Opinion:No Opinion
Price:59.60
Thoughts
Wed 21:13
Writing to the board will often get no response. Could be deleted as spam unless they truly know who you are. What can they really tell you? I wouldn't reply an unknown sender by email.

Last year the only real trading update you get in H1 is results and AGM statement. A TU RNS now would only be bad news given Apple news. Normally companies only update market if performance is well above or below market expectations. Unless there is news about new processes happening. These would be general publications

Shorts wise. Agree those above 0.5% have not changed sine December and both changes were small. Have Marshall Wace fuly cleared now? I think they are gradually fully clearing here. Shorts under 0.5% may have reduced here but again unless you know who these firms are hard to tell. I think the 8.24% is waiting for the results at which point many might clear. That is where any bad news may be.

Share price here is not really shifting from 60p mark. Remember price at 100-140p and above included expectations of 40% year on year growth. Unlikely to happen given November RNS. See what results hold.

Wil take a few months for the new CFO to have any impact. Could be 5-6 months before he fully beds in. Maybe sooner with his experience?

Public relations is the window display of IQE. That is what PR people do. They paint a good image of IQE to the world. I am not sure what their Roadshow was meant to do. Guess a PR exercise to show off IQE technology to the world.

Really not sure how much Brexit will impact IQE. Lot of their trade is outside of Europe. They are dealing with many US firms. Plus IQE SP is at or near it's low for the year. With nearly 80-90 million invested into the firm less than a year ago.

All shares have risk. Get this share right and there could be money to be made. Do I see SP changing much before results? Unlikely unless there is hype. Still seems to be many sellers out there. Buys and sells are constantly matching here. Where are the funds buying huge swathes of shares? Many have already had their hands burned here. Especially those that bought in at 140p who may now be dumping their shares.

GLA.
TonyBoy
Posts: 48
Opinion:Buy
Price:59.60
Find an active invest
Wed 16:51
Thanks for your constructive comments, dewilliams - fighting talk at last instead of the waffle we often get .I 'm wondering if IQE have access to the London South East Share Chat board we use? There seems to be two. The man we have to keep getting on to at IQE Cardiff is Chris Meadows (0292-0839400). He's described to me there over the phone as in marketing but also looks after their public relations (what public relations?!). He's the one who put out the news that IQE was holding a "roadshow". I'm still trying to fathom out what a "roadshow " is!
biglad3
Posts: 454
Opinion:Buy
Price:59.60
New CFO
Wed 16:51
Starts very soon. Hopefully he will push the profile of IQE. I remember Phil (former CFO ) doing a presentation, which is why I'm invested. You tube I think.
dewilliams
Posts: 78
Opinion:Hold
Price:59.50
RE: Speak IQE management
Wed 15:11
But TonyBoy, IQE is not the first company to fall to such depths. Many have in the past two years, at least some of which can be attributed to Brexit. And some even have good corporate comms and investor relations departments. Still, IQE definitely lacks proactive and reactive communications. It is not communicating its vision well at all and keeping shareholders informed of its progress when a smidgeon of reassurance would go a long way.
TonyBoy
Posts: 48
Opinion:Buy
Price:59.25
Speak IQE management
Wed 14:57
Bravo Mr T L Williams for raising the word "impropriety" and, of course, you are quite right , no-one can suggest impropriety without proof but it underlines my long-held view that something very fishy smells in this case. Whoever heard of a company - with all its high-profile, highly-paid (shareholders') money to allow this situation: 180p to 60p in 14 months without the slightest whisper to arrest such a collapse? As I said, fishy indeed and something must be done.
dewilliams
Posts: 78
Opinion:Hold
Price:59.70
Find An Active Investor Who Can Ini
Wed 13:43
I have read with interest the many views about how the share price could be given a boost to change direction to previous levels. I can't see writing letters to executives who control the company being effective, but if a shareholder with a contrarian view could be found—one with credibility and concrete notions of how to take IQE forward—that could take the company and its share price in the right direction. The "shareholder" is usually a large concern with gravitas. If someone knows someone who knows of someone in some organisation that owns a big chunk of IQE…
TLWilliams.
Posts: 1,605
Opinion:Hold
Price:59.90
RE: Brexit !
Wed 12:17
The historic yet predictable defeat for May’s deal has had no significant effect on today’s share markets yet. Perhaps this is to follow later? One begins to wonder what UK politicians and civil servants have been doing during two and a half years of negotiations with the EU? If they are unable to arrive at a satisfactory exit treaty over that time scale, it is unlikely that there will be much progress between now and March. My main concern at the moment is the effect that their unsuccessful attempts could have on my investments. This is why I am hoping that there may be an offer for IQE during the coming year. It seems that it is mostly the shot-term sellers that are profiting here. Additionally, I agree with others that it is not right that the share price has fallen so far since the placement @140p. No impropriety from the company is implied, but they need a team of savvy businessmen in situ to ensure that the knowledge and production expertise developed by the scientists and engineers is put to optimum use. I have no intention of writing to the company, as I am no business expert. However, it strikes me that the share price had been trapped in a persistent limbo for many months. I am hopeful that this is not a precursor to yet more pain for long term holders
1NTX
Posts: 1,417
Opinion:No Opinion
Price:60.30
Brexit !
Tue 21:18
Well , as expected Maggie May liost the vote - handsomely !

I try not to speak politics to She who must be obeyed, because days pass without subsequent conversation ! Apparently I am a fascist ! Liberals heh !

This is the trouble with Btexit ! It has divided the Nation in the same way that Eire was divided between families as to whether or not there should be a Republic state ! Not many people realise this ! There was vicious violence and brothers would pass one another in the streets without a bye your leave !

Thank you very much politicians ! You are a credit to your Nation State !
spikephoto
Posts: 179
Opinion:No Opinion
Price:60.65
Selling?
Tue 14:43
I'm holding at the moment and currently sitting on a loss. Though I'm considering selling ahead of this vote to avoid being carried down further. Personally I just can't take more losses. Is there anybody out there also considering this and being in cash before the storm?
TLWilliams.
Posts: 1,605
Opinion:Hold
Price:60.70
RE: TLW
Tue 13:32
A sensible investor, by the sound of it! I intend to do the same. The potential for large gains in the share price seems far away at present, but I see no other reasonable course of action. My research suggests that the share price will recover - to the last placement level - in the long term. Meanwhile, IQE could well be a takeover target?
biglad3
Posts: 454
Opinion:No Opinion
Price:60.20
TLW
Tue 12:43
Your right. If you think were going down short. If you think were going up buy. Magic words DO YOUR OWN RESEARCH. My view weather the storm. But who am I!
TLWilliams.
Posts: 1,605
Opinion:Hold
Price:61.15
RE: Today!
Tue 10:53
Agreed bandit1. A number of posters appear on this bulletin board with a pessimistic outlook. Some are long standing contributors, who try to justify their position, and have sometimes been proven to be correct. Others merely post with a view to scaremongering for whatever reason.

I am currently dissatisfied with the share price in light of all the positive comments previously announced in the media about the company. However, my position, whether to buy, sell, or hold will be my own decision. Anyone who is influenced by the comments of an unknown person on a bulletin board is taking a gamble at best, and could well lose money.
Basscadet
Posts: 252
Opinion:No Opinion
Price:60.90
RE: D Day Tomorrow !
Tue 07:42
Who are these freeloaders exactly SlowRoll?
bandit1
Posts: 588
Opinion:No Opinion
Price:60.90
RE: Today!
Tue 06:56
Lessonlearn - a brief look at your posting history tells anyone who has any doubt that you probably know very little about the company, it’s markets or history. You will write anything that comes into your little mind to benefit your position and I suspect as a relatively new member have multiple ID’s too. My filter button is on overdrive at the moment.
lessonlearn
Posts: 36
Opinion:No Opinion
Price:60.90
Today!
Tue 01:34
I have big concerns for this company future you can see I cannot sleep at this time!!!! with big regret for my decision here. With the Brexit problems this will be bad tomorrow ?
SlowRoll
Posts: 245
Opinion:No Opinion
Price:60.90
RE: D Day Tomorrow !
Mon 23:38
Most definitely agree about the Poles, who incidentally with the Italians and Hungarians seem to be having second thoughts about the European project.......but it's the other freeloaders who are only in Europe for what they can get out of it, and spread drugs and crime wherever they go to whom I object!!
TonyBoy
Posts: 48
Opinion:Buy
Price:60.90
Correction No 2
Mon 21:22
I've done it again - called him Greg Nelson instead of Drew Nelson. And I did put more water with it tonight. Whoops!
1NTX
Posts: 1,417
Opinion:No Opinion
Price:60.90
D Day Tomorrow !
Mon 19:37
So , apparently tomorrow is seen as the most significant day in politics , in this country , since the end of the Second World War ! Another war that was supposed to end all wars ! A war that most of our fathers and some of our mothers fought in, “ to save freedom “ .

We fought to save Poland from Nazi tyranny!
The Polish have been always grateful .They volunteered to fight in the RAF during the War , with distinction . As members of the European Union we welcomed them to this country to make up the labour shortage . I am told that the labour force is both diligent and hard working .

Yet now we dismiss them as unwanted baggage !

The Nation worked hard to become part of the European venture despite all the political nonsense that has occurred over the years !

Peace in Europe , is, in my view, the prize that Brexit puts at risk !
TonyBoy
Posts: 48
Opinion:Buy
Price:60.90
to shareholder DIBEG
Mon 18:36
Many thanks - you were absolutely right to point out my carelessness over the dates last night. It should obviously have read Jan 13 instead of Jan 23. No doubt our fellow dissident shareholders will make the correction when they write to chairman Greg Nelson. I haven't yet but will do so tomorrow, having spoken to his secretary today for his address.I note you make no mention of Mick-b's idea, only to my "bull",whatever that means I thought it was brilliant towards getting an end to the constant company silence and introduce regular communication between the company and we, its shareholders. Got any better idea on how to achieve this vital end?
Dibeg
Posts: 275
Opinion:Buy
Price:60.90
RE: shareholders' letter to chairman
Mon 18:35
Tony we are all good I am 100% behind IQE I don’t live to far from them and is share price is very unfair,
There is money to be made I am not selling.
TonyBoy
Posts: 48
Opinion:Buy
Price:60.90
shareholders' letter to chairman
Mon 16:55
Me again - sorry. Am about to send off my dissident shareholder letter to Drew Nelson as per the text shown on the board last night (Jan 13 at 1955 under heading Share Price Suicide). The address is: Sarah Bate @ IQEP.com, his personal assistant, who will make sure he gets it
TonyBoy
Posts: 48
Opinion:Buy
Price:61.90
share price suicide correction
Mon 15:20
Sorry folks regarding my post of last night (Sunday Jan 13). The date I mentioned was Jan 23 but should have read Sunday Jan 13. I'm rather a dud with the computer, keep pressing the wrong key. You may have noticed I sent the same message twice to fellow shareholder,Dibeg also yesterday, hope he doesn't think I'm getting at him. Maybe I should take more water with the amber stuff, too! Again, my apologies.




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