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Lol! You're not allowed to say ar.senide!!!
.... where these wafers will really end up.
"as part of its strategic partnership, iqe will supply awsc with gallium ****nide ("gaas") wafers for the manufacture of smartphone power amplifier devices to be supplied to its key customer lansus, the chinese rf technology supplier. this will supply tier one china-based oems in the android ecosystem, in a market which is expected to return to growth following a period of inventory build-up."
Brighty1 - things ARE sounding slightly more positive, but I'd hardly call FY 2024 revenue of between £133.7m to £153.7m exciting. If correct, the company would still be losing shedloads of money AFTER interest, taxes, depreciation and amortisation.
So in my book, a triple digit share price remains a pipedream in the short to medium term. That said, my guess is the share price COULD double from its current level within the next 2-3 years. But there'll be plenty more bumps along the road.
Encouraging noises from IQE today with expectations for FY 2024 revenue of between £133.7m to £153.7m and adjusted EBITDA from £11.1m to £16.6m. The last time IQE was achieving these kind of numbers the share price was over 100p....
Good luck, Brighty
Would need a multiple of current sp to b/e in my main portfolio but did take a leveraged leap in the teens and that hit my 26p target today for a very welcome payout. Might put some of that back to average down on the next dip.
I see since last look they fell all the way to 13.64p end of October 2023 .
Wonder if anyone here topped up then .
Are AIM shares shorted , below a level that is not reported ?
They then went back to this 25p level by the year end .
A yo yo since then.
A low spread today 0.8%.
What a casino AIM is .
Racketeering comes to mind , after watching the film Molly in the background last night.
A great turn around. CEO has had the opportunity to push through the hand he was dealt alongside horrible market conditions and now has the chance to shine. A multi bag opportunity from lows is in play if momentum continues.
Taken from Adfn
Before the RNS I thought 3 possible scenarios. Good, middling and poor. when I read the RNS I thought low end of middling.
On reflection many good points;
Reduced workforce
Cash stable
Market recovering
The subsequent RNS detailing contract with AWSC is also very positive
Share price indicates the market thinks "good". A pleasant surprise for the first time in a long time. Maybe Dave Sweeney's chat with Americo was correct sign after all.
27% Day rise to 25p.
2 RNS's results and partnership
Forgot I had these when when I saw top of the day table.
Nearly back to my last top up price .
13 months of interest lost on that idea.
Portfolio losses are improving of late maybe AIM will see a better year .
Ed1Mil you have no idea what you are talking about...
K i am finished here :)
Chart?! What the chart has to do with the performance and strategy of the business?
Number of years? Have u looked at longer timeframes on IQE chart?
Make a guesstimate how much it would cost to put together the technologies and the manufacturing sites and you will realize how much undervalued is the stock by market cap.
Of course top and bottom line have to bear fruit at some point .
Outlook is more important that past years burning money, if money was well spent. You can't achieve a global footprint for R&D and manufacturing without investing and making losses for a number of years before a turnaround.
Markets sometimes cna be funny :)) another money burning year and it jumps on AI nonsence :)) gla be carefull as they might need another top up soon
We already know the results aren’t going to be good, with yet another loss-making year.
The only thing that’ll drive the share price next Wednesday will be the outlook statement. And it’ll need firm new order numbers if our fortunes are to improve. Not the usual vague jam tomorrow promises, which never materialise.
Hopefully on a good final results next week fingers crossed
Strong close the day for some reason.
Mustn't go any lower or this is in trouble.
That's put an end to the speculation of results date. let's see if things improve with the share price.
Results 10th April.
Iqe are based in north of island. Likely not affected.
I thought the mishap in Taiwan (earthquake) would have impacted the chip and semiconductor stocks but it doesn't seem to be the case.
Correction Canaccord were selling.