Member Info for Alessandro

Retraced very quickly, it may signify something.

@Moham26

In a bull run only a handful of people capture the full stock price gain. Some join at some point when the bull run has started, some sell too soon.

Some lucky people that bought at a very low price have already left (some hoping to be back at a lower valuation, some others moved to 'greener' pastures).

Is a multi billion valuation on the table?

The disconnect of iqe with the rest of the industry is staggering.

Not an experienced trader (or better say investor, in my case) but the dilution is already backed in the current price. What it will change though is the volatility of the stock. Going forward, the % change in market cap will results in a smaller % change in the share price vs. pre-dilution.

@lordloadsoflolly

40% is a lot and IQe won't run at full capacity all the time. They need to find a way to reduce operating leverage. Is that even possible given the nature of the business?

Since I'm not good at this with JD, at least historically, what's a fair valuation, based on today's results?

@TungstenInvestor So did I

@ProfitJock

"Big W formation in play bullish all the way on chart"

do you look at hourly candle charts?

@ProfitJock

IQE put a lid on the short temp upside by saying revenue will be up 20% in 2026 without saying much for the years ahead (at least not putting a dollar figure against any revenue projection).

@TungstenInvestor lol I thought I was having a silent audience.

LITE is approaching $900. Is it all future growth already priced in for Lumentum?

It is odd somehow to have a critical supplier, and by far the largest, of several multibillion companies, with a clean balance sheet (forward stay contement) valued at £400 millions. I would have expected a valuation around £2 billions with revenue in the range of £400 millions (with a Price to Sale of 5). But IQE is forecasting revenue of £120m for 2026. I wonder if this month management will say something exciting about 2027. If 2027 is no where near full capacity I will be extremely confused.

IQE hasn't flinched though! What on earth!

Anyone listening to the presentation? I am at work (until IQE frees me from this desk) so I cannot listen.

@lordloadsoflolly

The point is how much pricing power IQE does have with them.

Hard to increase prices when you have a board member from MACOM itself. Somebody must step up take the company private and charge fairly. IQE has to balance margins drop when it is not at a high level of machinery utilization. We need 20% margins minimum. I hope management understands that.

So far, MACOM tide has not lifted IQEs boat.

@Mandoo no mentioning of the investment in IQE.

+15%.. meanwhile IQE is muted.

Macom +11% in pre-market hours

@JungleVIP

It can go either way today, MACOM earning release today at 1.30 pm UK time will certainly have its impact on IQE (more likely to have a positive than a negative impact).