Member Info for dewilliams

The company will have a new FD in the months to come and its fundamentals are still fairly sound. As share holders with relatively small interests what else can we du but try to use a collective voice to help get the company back on track This will come from finding new customers for IQE's technology and better business and information management.

Hear! Hear!

Anyone have any news on Alfa these days?

Nice words, and I hope the logic shines through the bs we have had to endure.

Yes, it does look possible. And meanwhile, IQE's price slips again. A Shares magazine journalist actually praised IQE for "reacting so rapidly to industry events and giving shareholders a clear steer on their impact. Not all companies would have done as well."

OK, forget Apple. Who else can IQE sell their wafers to—someone who will sell the end product at a much more sensible price?

Sorry, my mistake--a total of another 12%.

The market clearly thinks that the number of components they sell indirectly accounts for a big proportion of IQE's revenue, seeing it just dropped another 4%.

OK, finally a concrete report on what appears to have led to the fall. The burning question is the real effect this has on IQE. How much of its production is geared to Apple's iphones? How much business does it do with Apple out of its total sales?

Take your thoughts away from the short-term gloom at the moment. If you are interested in knowing more about graphene and its future I came across this film that is worth watching. https://www.youtube.com/watch?v=IesIsKMjB4Y

What is going on here? The SP should be heading the other way—up?

This is such an odd stock. On the face of it the Sp should be higher. I'm not one for conspiracy theories so I shall have to assume that market forces continue to drag the price down. If IQE is supplying face-recognition components to the new Apple devices than one can only assume it will have a positive effect on the SP, as will the appointment of a new FD (perhaps IQE are waiting for Carney's tenure to end at the BoE before approaching him?). Obviously we all want this stock's SP to increase so we can feel better about our investment. I hope IQE become more proactive and inform their investors about developments so we can see what progress is being made.

Good points. I thought the price would be back into the mid-90s by next week but it looks like a sustained upward movement will take longer. With fewer shorters the SP should have less volatility. With IQE I sometimes feel like that buzzard on a tree in the wall poster where two are looking at the barren desert waiting for a kill from which to feed. The artist has painted them like they have been sitting for months on a branch in anticipation. One buzzard says to the other: "Patience my ass. I'm going to kill something."

I wonder what HL paid for them if they are selling? Did they largely increase their holdings at 140.00? They won't be divulging that for the time-being. Patience really is an asset if you hold IQE.

Strong reaction to nothing. So what if UBER might buy Deliveroo? A strong buy at this price.

My own opinion is that the SP will find resistance in the low 90s this week and move into the mid and upper 90s over the next fortnight. We shall see a spike on the appointment of an FD and, of course, any positive news such as a new customer or ramping up production. But these are all ephemeral, reactionary events that cause daily movements in a stock. Good fundamentals are the true barometer of a sustained, successful business.

Yes, I have met a few brains-on-legs myself. Great experience when you meet and chat with them.

Flooring and carpets, eh? An old company trading towards the bottom of its recent range, and the company appears to be well managed. I'll keep my eye on it. Cheers

I'll add to that. Looking at the large volume of shares traded today (more than 6,340,000 and 1205 trades at 2:48pm), and quite often IQE's volume is high, as it is one of AIM's biggest traded stocks, it surely is the institutions who are hoovering most of these up at low prices. It doesn't hurt their business when smaller investors start squawking at signs of trouble and offloading at a loss. I can't imagine any of them coming into our forum and reassuring us that everything will be fine.

Good points. I was talking to an institutional buyer in the summer and he was saying he may lend money out and often do the opposite of the client if he calculates it as a good risk with the intention of making money on buying/selling stock and the separate transaction of lending the money.