Member Info for Break100

Managed to get 4.10p

Next RNS find out who the investor is, perhaps a US investor

I am trying to load in sub 4p but they will not let me buy haha

They will release drill results in batches as they drill

Sounds good to me

Who is the international investor I wonder?

Eyes on holdings RNS

SML done 100% on previous placing and this placing looks even better when you take into account there is no retail so no shares will hit market

Initial shake then rerate is my guess, a huge player must be very impressed to put that amount in

A single investor is very impressive, no retail involved

Discount but is this not a wowzer moment for company? A singe investor took £millions, who is he?

“prominent international investor who approached the Company, which the Board views as a strategically important moment in the Company's development.”

Pullbacks are fine.

Bigger picture.

Oil up again today.

Makes PANR asset look very cheap, it looked cheap before this oil spike.

Yes majors have signalled the photonic bottleneck is accelerating and they are throwing a lot of money at it.

Strategic investment into IQE to control part of that critical supply chain might not be a bad idea but time will tell.

I thought this would be 30p already this morning on LITE and NVDA announcing they are investing $billions.

IQE supply LITE.

Market makers clearing a seller currently.

Cannot be long now.

5-6p soon?

Who is selling with global oil crisis?

I hope they do not regret that soon.

Aless I would not read too much into daily movements of mega capped photonic companies just because IQE is valued at a fraction.

Focus on sector fundamentals, they are the best I have ever seen.

LITE finished up 4%

NVDA just laid out the photonic bottleneck is going to get a lot worse, great for IQE.

This sums up the investment case very nicely, relates to the entire sector.

“ I just asked Jensen Huang a question.

Why did he invest $4B $LITE and $COHR?

"the amount of silicon photonics technology capacity that we need is substantially higher than the world has today"

The word is getting out but still very much unknown.

ATN is one of those companies no one wants to buy until it is chased up 100%.

Very well positioned, some analysts are saying tantalite could double again in short order.

NVDA just announced $1trillion revenue driven by AI infrastructure.

Wait until market finds out IQE are one of the largest InP epiwafer suppliers in the world.