Member Info for Alessandro

Back to where we started. Demand is met by sellers.

On Wednesday there is the Fed decision on rates plus Google, MS, Amazon and Meta reporting (including AI spending).

Price to sale ratio for Taiwan Semi is about 15.

Insane.

According to an article recently posted on this board, by 2030 the South Wales cluster will add 6000 jobs and hit a revenue of £1 billion.

If just half of it will be captured by IQe (IQE is the primary player in the cluster) with a price to sale ratio of just 2, the share price could hit 100p. That's from South Wales alone.

We have Lumentum next door to iqe in Greensboro which may bring significant revenue.

Cleaning up the debt with the sale of the asset in Taiwan will pave the way. I struggle to believe they still haven't got a satisfactory, or management pushing their luck.

Despite the rally, the price is still in the bargain territory, with the obvious risks of execution.

AXTI had a massive drop in the morning and recovered quite nicely.

Wonder what is causing these sudden drops.

AXTI still trading close to ATH

Lumentum up 10% this month and 1300% over the past year

IQE up 95% this month and 425% over the past year

AXTI market cap $4.9 bln

IQE market cap £450 mln

Can IQE 10 bag from here?

On 22nd of April, IQE had 2 new openings for technicians, one in Milton Keynes and one in Greensboro.

How much is his remain stake now?

Qianming ZHAO yesterday purchased 300.000 shares in the region of sub 50p (see today RNS)

Qianming ZHAO is a notable private shareholder/investor in IQE plc who is large enough to trigger regulatory disclosure requirements, but not a public-facing executive or corporate entity.

Anyone knows this man?

Still lots of downward pressure today.

Going leveraged on AXTI when the share price is or feels a bit toppy is quite insane

https://finance.yahoo.com/markets/options/articles/tradr-set-launch-leveraged-etfs-190000075.html

@Bigdaddypump

The company made an announcement, I believe end of January posting return to profitability, strong order intake (citing military) and high level of negotiation activities for the whole business or parts thereof.

Can anyone refresh my memory, was there an Asian investment fund, perhaps Chinese, buying in the 60-70p range just in this current week? What was it?

We are having a deep dive today. It says to me there is more than just profit taking.

All gains today have been erased.

Would have been nice to read a rationale behind his stepping down though.

It sounds it was his own decision, but the tone in the RNS would have been the same if he was ousted. I hope it is not a prelude to bad news in May (with the trading update, May 7th to be specific, so not that far off).

GLA

@Alwaysone

I rather be diluted and maintain technological advantage and production capability in this critical period, than disposing of valuable assets.

The higher the share price, the less noticeable any dilution will feel (it may even boost the share price if it invites more investors)

@JungleVIP

What's L2?

Did Pentland buy shares too close to the trading update in May? Would this not be inside trading?

The share price will edge higher leading to the TU, probably touching the high 80s as we seem to be having decent momentum in the US (Nike increased sales in the states via its retailers). The decline in the UK may well be over (perhaps too early to say in a recovery phase).

Dogsy1

They did already

MPL?