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This is what happens after a massive rise afterall the hyping up. I just hope not many PIs got caught holding near the top.

Sector had opened with big rises in US

Https://www.thearmchairtrader.com/uk-shares/itm-power-rheinmetall-partnership/

It does seem to be ticking up nicely. People buying on any weakness

From the other site

Valuation and the Dilution Question

https://stockcrock.substack.com/p/photonics-supercycle-the-12-companies

Current Valuation: IQE’s valuation has detached from its historical averages. At a Price-to-Sales (P/S) of ~5.5x, it is no longer the “deep value” play it was in 2025.

The Capex & Dilution Risk: IQE needs to expand capacity to meet the 1.6T ramp.

Taiwan Sale: They are currently negotiating the sale of their Taiwan operations. This is the preferred “non-dilutive” path to repaying their Revolving Credit Facility and the Convertible Loan Notes issued in March 2025.

Dilution Risk: If the Taiwan sale falls through or the price is lower than expected, the risk of a secondary equity raise (dilution) is High. The market’s current euphoria (shares up massively) provides management with a “golden bridge” to raise capital at a high valuation. While they haven’t announced a raise, I would expect a “cleanup” placement by H2 2026 to fund the next-gen reactor fleet.

Investor Verdict: If you see them ordering a large fleet of Aixtron reactors without a confirmed Taiwan sale, expect a dilution event to follow within weeks

I do agree here with you Savage

Trying to promote AFC everywhere on boards

Bounce coming I think

You really can’t compare the price to 5 years ago as with share raises, it’s been heavily diluted.

Has been slowly ticking up nicely all week.

Ceres Power price target raised to 480 GBp from 460 GBp at Jefferies

Forest. Seriously. Please look in today’s comments, the RNS or Google Ceres Power news

Whoops. Signal problems. Sorry guys

A lot of the day traders gone now, so I think £4 should be cut through after the earlier attempt had auto sells set. Does seem to be a game changer. Let’s see ..,

A lot of the day traders gone now, so I think £4 should be cut through after the earlier attempt had auto sells set. Does seem to be a game changer. Let’s see ..,

The announcement of news was a few days ago of course. So many would be in for a quick sell. I news is better than I had expected and think this will move up fast after day traders are out.

BMV has a 50% spread. But I know, doesn’t matter if hold for 10 bagger …

The MMs have been marking up for weeks. Not all trade based.

Crazy day. Has to be buyer linked I’d think? That’s a 10 bagger now

FY26 Trading Update: 22 April 2026

FY26 Results Published: 02 June 2026

Silly header. That’s a 10% swing in just 90 minutes. I know the yanks often get stuck on but this feels a little different today …