The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I'm forecasting a new 12 month high following the results in September.I hope IQE will be in the 70's by results day so we can head in to the 90's with the 20% to 25% gain I'm expecting. Remember that this was over 145p in 2018 and was over 170p in 2017. Based on what our customers are reporting I'd say that IQE will have an all time high share price within the next 12 months. i.e. Over 170p. September's RNS is going to be a good one for IQE in my opinion. Good luck, Brighty
proctalgia, I've only just seen your repost of sweenoid on the 14th, but thank you - it's useful.
QD
https://uk.advfn.com/cmn/fbb/thread.php3?id=40553128&from=31722
See Dave sweeney summary of prospects on ADVFN website today.
sweenoid14 Aug '20 - 07:36 - 31740 of 31746
Dave Sweeney comment on ADVFN site today;
sweenoid14 Aug '20 - 07:36 - 31740 of 31744
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I am fully aware that my posts have become excessive, There has been much ‘partner’ news , hence the voluminous posts. Reporting has finished so this is me done till September.
So let me summarise the current situation, as I see it.
1 Our Gallium Arsenide business ( wireless) is in robust health, our 2 main customers Skyworks and Qorvo beat Q2 and both issued BULLISH forecasts for
Q3 and Skyworks for the entire H2 . Revenues in 2020 and beyond WILL be driven by demand for 5G enabled smartphones, with their INCREASED COMPLEXITY AND INTEGRATION. Amazingly, Qorvo told us that in the last 1/4 60% of smartphones sold in China were 5G, the rest of the world will follow, and Skyworks expect 500million 5G smartphones sold in 2021, and 1 BILLION in 2022! I expect at least DOUBLE the revenue per 5G smartphone with IQE’s new integrated and advanced new Power Amplifier contribution over 4G with the mouth watering prospect of inclusion in the switch and filter components later on. Of course a vast % of those 5G smartphones WILL also have 3D sensing too ?
2 Our infrared business is doing extremely well, mainly for US military uses, our key customer there, Raytheon has a HUGE ORDER BACKLOG and is positive in outlook for its military business way beyond the end of 2020 ??. My own estimate is that the infrared business will far exceed current company growth predictions for 2020 and then again in 2021. ( even under the Democrats if they should unseat Trump) .
3 Our Indium phosphide business is RESURGENT , 2019 was a disaster because of customer woes ( particularly Macom but also Lumentum) 2020 has so far been the opposite- HIGH GROWTH on the back of data centre demand, ftth ( fibre to the home) and 5G infrastructure build. Lumentum comments re the robust nature of their indium phosphide business, so much so that demand exceeds supply says it all, doesn’t it. Multiple companies are making incredibly positive comments on their laser business, witness this companies comments, which eloquently summaries the positivity in the markets we serve, concentrate on the market and its prospects rather than the company...who we may well service ??( 25G lasers are a particularly big market for us)
hTtp://www.semiconductor-today.com/news_items/2020/aug/aoi-110820.shtml
4 Our GAN on Silicon and more particularly GAN on Silicon Carbide business is gaining traction based on the huge infrastructure build of RF base stations for 5G, we know from Himax that ‘tens of hundreds of millions of RF towers are being built in China alone. ( read that ridiculous figure again- it’s not a typo, it’s happening).
5 We ALREADY KNEW that our VCSEL BUSINESS IS GOING GREAT GUNS , from the comments from AMS, TOF and it’s advanced version , and WLO ( wafer level optic) demand is high , LIDAR is an exciting product already included in the new iPad Pro and shortly to feature in the to
Took a good look at my portfolio today and took some big losses on stocks going nowhere, Have redeployed here and a couple of others that look like they have the potential to grow significantly. IQE remains a conviction buy for me. GLA
Oh it's good to have a new group of enthusiasts here! The old crowd like me have all got a bit tired and battered and bruised.
I would have so loved to put in more at 20-odd, but 18 months ago I threw the kitchen sink at it at 67p- on top of previous buys - and have never sold. Would've been irresponsible.
But now... now.... could it be our time has come?!
That's what I'm expecting Trendz and Bluestorm. I always follow the money in my research. A new 12 month high and then an all time high for IQE is what I'm expecting based on what their customers are reporting. Tech (IQE), online (BWNG) and pharma (SAR) are the next multibag stocks to hold for the time being. I have a feeling that IQE will report really good numbers over the next year, based on how well their customers are doing plus sector sentiment. Bring on September's RNS. Good luck, Brighty
Decent write up in the Times today. IQE is the second most shorter company in London. Could well see a brutal short squeeze soon, taking this to new 12 months high...
Also - the 2020 year high was broken earlier today - some people (like me!) have jumped on board the train. Next stop 76
Customer reports starting to be understood by the market today by the looks of it.
Check out the last five deals this afternoon.