Member Info for Basscadet

Not really.

Interesting observation mammon but I would think Leon was being disingenuous if the mix caused margins to differ significantly from the stated overal average of $3k when copper is $8.5k T.

Looks like the 5 year service is due for the BushyTailed random number generator.

Section from an article in ArsTechnica today states that finally Seagate will start shipping HAMR drives next year with Western Digital following in 2025. Once touted as a potential large income stream for IQE but so far been a white elephant. Could be a chink of light at the end of the tunnel?

It was an operational update.

Group: 29,403 ounces ("oz"), up 92% from Q1

Net debt of US$8.7 million ("m"), down 54% from US$19.0 m in Q1;

Adjusted EBITDA3 of US$23.2 m, up 209% from US$7.5 m in Q1;

Better than expected Operating Costs and All in Sustaining Costs ("AISC")2:

NLGM: US$904 /oz and US$1,181 /oz

Singida: US$579 /oz and US$736 /oz

Tremendous numbers.

Guardian article says that OAM assets are being rehuoused to pursuade investors to stop pulling money out. Maybe this is just a transfer process?

The greatest weight on the SP recently has been the lackluster Chinese recovery and associated low metal prices. Looks like they're about to embark on some major stimulus over there so fingers crossed.

No, no, yes and supplemental yes. The 15 minute city is a town planning approach that aims to locate services close to people's homes. Supplemental, which is being hijacked by conspiracy theorists to push their bonkers claims.

Looks like a conspiracy theory.

The IT stuff just means, "Typing data in from a spreadsheet." Six Sigma means they want to find small incrementally more efficient ways of doing that than they have used in the past. Can't draw any inferrence into who the customer is.

City says copper slump will result in $15,000 price by 2025.

Some news for those complaining about no news.

Good cheap growth increasing chrome volume and margins. Also, Zambia expansion progressing within guidance.

Don't think Taiwan Semiconductor has a significant compound semiconductor business.

Must be a glutton for punishment LLOL but yes.

30% growth in photonics during a major slump in iPhone sales and high inventory backlog shows strong diversification in that area at last. The sensing market appears to be growing a lot faster than I anticipated. When iPhone sales pick up again there should be further strong growth in that pipeline and don't forget there was a report that IQE will be the sole supplier for new iPhone Pros as IQE technology is more advanced than the competition. Wireless should come back at that point too. Timing and magnitude, no idea, probably depends on macro factors.

No surprise there. Pathetic from the British government.

I was actually pleasantly surprised by the results against a horrible macro background. Photonics growing and not because of handsets. In fact, in spite of a major handset slowdown. That's a clear green shoot to me. Large amount of new shares but they've got invest where they see the demand. Let's hope something big comes of GAN and soon. I'm not sure about returning to growth in H2 this year though. Everyone's buying Louis Vuitton handbags over electronics for some reason but demand will return sooner or later.

All dependent on cost of course ria20. I note the RNA states, "At a cost the Company believes is competitive for this level of emissions reduction." I think that means it's a lot more expensive than plain concrete. i.e. it will cost the same as the concrete +20% for the concrete that isn't used + the value of some benchmark emission trading scheme. Bit worrying to be honest but it's early days. Still need to work on cost reduction.

A bit of good news for once.

I agree about how load shedding and power problems were communicted. Hopefully one good quarter of production will dispel that. I don't think any investor will take messages about expected timelines for decisions by politicians seriously though.