IQE, Apple and positioning10 Sep 2018 13:39
I am not so sure that IQE's shares will be that affected significantly by Apple's news, whatever that may be. IQE is a supplier to Apple only down the supply line, not directly. Of course, this can still have an effect. It would be helpful as investors if we knew more about the customers of IQE, the date of appointment of the new FD, and exactly how the company proposes to position itself going forward without the usual rhetoric and corporate bull****. As for the shorterrs, they will get burned when IQE releases some genuinely potent details that show in no uncertain terms that the company's direction and increased production capability are making a big difference to the bottom line.