Member Info for 86KB

IQE is the world's largest independent manufacturer of epitaxial wafers — the precision-layered semiconductor wafers that other companies use to make lasers, photodetectors, RF chips, and power devices.

IQE and Landmark are direct competitors at the same level. Both buy substrates from AXT/Sumitomo and sell finished epi-wafers to device makers.

The staggering gap: IQE has 3-4x more production capacity than Landmark but trades at a fraction of Landmark's market cap.

Noticed that too, large trades paying over ask.

Yes sudden surge in volume

Back to 30s soon, Gla.

We should build from here leading upto egm.

Accumulation going on, won't be down at these levels for long. GLA

Rns out

Https://x.com/valeagentt/status/2031056286628958482?s=20

Currently around 6.5s to buy which is a good area to accumulate imo ahead of news.

Antengene has signed a global license agreement granting UCB an exclusive worldwide license to develop, manufacture and commercialize ATG‑201, an investigational CD19/CD3 bispecific T‑cell engager for B cell‑related autoimmune diseases. Under the deal, Antengene will receive an upfront and near‑term payment totaling USD80 million, be eligible for up to about USD1.1 billion in success‑based milestones, and earn tiered royalties on future net sales.

https://www.tipranks.com/news/company-announcements/antengene-grants-ucb-global-rights-to-atg-201-in-autoimmune-disease-deal-worth-up-to-usd1-2-billion

Profit takers done, back up we go. Some nice delayed buys have been going through.

According to your research news was suppose to come last Friday Tiger. You lose credibilty by saying news and then nothing. News will land when its does and this will do its thing, not because of your research or redddit group.

We are almost on top of risers

Good to see this heading back up, hopefully see double digits later. GLA.

Hmm... seems like this might go back up on a run. Has been NT to buy for awhile. Some decent size trades have taken any free shares at 1.2 and below. GLA

Capital sharing agreement, which resulted in aggregate receipts of c£2m (a 7% increase over the original subscription (as detailed in the 13 February 2025 notification) of £1.875m). As a result, the current cash runway now extends well into Q4 2026. The Company reaffirms it has no intention to raise further funds and will look to further strengthen its cash position as a result of deals with potential commercial partners.

Chartwise reversal soon, bounced off 200Ma a few times before and back here again. Now we have higher highs and higher lows. With hidden bullish divergence.

Ignore the noise as some seem to change their opinions depending on which way sp is going. You will here either leaky when going up or placing when going down. Just remember they have cash going well into Q4. GLA

Think we should get an update here soon, no news since November so one overdue here.

Chartwise expect a reversal soon. Higher highs

Yep bounce is on it seems. GLA

Looking good here today. Gla