Member Info for Alessandro

Considerable upside but when? it has been a few years now this dog underperformed.

I was in at £9 so that you understand where I am coming from. I should have sold when I broke even.

All the reds today are likely caused by the 75bps rate hike prediction from BofA

US Alphabet down, NVIDIA and Lumentum resilient, Marvell Tech marginally down.

EU - UK Sivers, IQE down

Taiwan - Landmark Opto resilient.

RobertoEFC1878 I can't tell there was any period in the past 3-4 years when I've seen JD stores deserted, but UK sales have been sluggish for quite some time. I bought JD too late. The exponential growth phase is well in the rearview mirror.

We can make a 50% gain from here, hopefully within one year, but not a 3x or more.

Has anyone have an opinion on x-fab? one of those stocks Serenity hyped alongside IQE.

All resolutions rejected at the AGM.

It can stay heavily discounted for a long long time. The question is when the market will recognize the decent FCF.

The only viable option to reward shareholders is to pay out 40-60% of the FCF as a dividend, which would yield about 6%. Or we would be just wasting our time here.

Will Pentland be happy to take it private?

We will be hovering around 100p by the trading statement on Aug 20th and potentially push past 120p after. The bar was set quite low.

JD has to reduce exposure to Nike's misfortunes

Nike is not seen as a cool brand anymore, look around, people are wearing Adidas, NB and Oncloud.

Nike has lost it, shoe design is inot just an eye sore, it ignoring foot anatomy.

Their latest model with split toes is just unbelievably tacky.

Are we at the beginning of a new cycle for the non-residential construction?

It will be a yoyo until the next set of results with either positive news or no more significant contract wins. Order book is not filled to the brim for now, or IQE wouldn't be looking for sales leads.

While some companies in photonics and AI infrastructure suppliers (e.g. NVIDIA) are claiming that demand is outstripping production capacity, our beloved CEO is touring the US looking for sales leads (is she a sales person now?).

That tells us a lot about how far we are from being close to full capacity. IQE burns mountains of cash when machines are sitting idle.

Although I made good profits on the bull run, my last trade, lost me £10k. Not looking forward to getting back in unless either A. outlook improves B. the share price reflects financial weakness.

@MasterRSI f I had a shilling every time I ran into one of your kind, I’d be rich.

@Trickymatters the same goes with you.

I am no chartist but we are heading for the low 30s and not that slowly

Deffo there is a sell off in the industry, nothing specific with IQE, but can't see the catalysts to support the explosive growth we've seen lately.

@Trickymatters I agree with you on all rumors and potential, don't you however find it odd that the earning guidance up to H1-27 does not reflect market demand?

Is IQE really worth 1 billion pounds, with a PS ratio (current sales)sitting at around 8?

Is IQEs a direct beneficiary, in any shape or form?

@JamesOxford the problem I have with the yoyo is that it is on the downward trend from north 200p. You may buy for 81p and end up in the 60s, getting stalled on your trade.

I bought for 160p, averaged down to 105p, seldom been in positive territory (as 'local peaks' have always been below my average).

Even in hindsight I can't really make up what I could have done differently. It screamed 'value' at 160p (when many believed PBT would be in excess of 1B with all the organic expansion and via acquisitions), but here we are 4 years on and forecasting PBT of £750m).

I can't accept it is all about macro/tariffs/oil price/Russia/Iran. People still have jobs, unemployment is not that high (maybe a bit higher for young people than people with industry experience, but not so significant to leave people barefoot).

I do not see anything that can turn JD's fortune around any more than what would have helped JD since 2022.

Maybe Regis deserves the sack. Just saying it.

@SuccesstotheBrave Compare the share price at the time you posted (42.80) to the share price when I posted (45.00), consider that the price on the LSE site is delayed by 15 mins and you will see no rubbish in my comment.