Member Info for Diplomat65

. . . this morning, alerted by Shrewdie over on the Opti BB thank you. My 39,000 not yet showing. Impressed by Clive Dix professionalism and track record. GLA

Sorry to go off-topic but there is a fresh petition to ban shorting of London AIM stocks (started a few hours ago). It only takes a few seconds to sign and needs a minimum of 10,000 signatures to get noticed, so please pass it on to any other interested parties. hTTps://petition.parliament.uk/petitions/242399 Thanks.

You're welcome. Further to my original item about IQE supplying 80% of the global epitaxial wafer market, supplying most chip makers, I looked up a few of these chip makers supplied by IQE and was pleased to find that the sp for Lumentum, Skyworks and Qorvo all up 30% over the past two months. That must mean something . . . GLA LTH

£220M is the figure Dr Nelson quoted for wafers only

I posted this comment earlier on the ADVFN BB so apologies to those who follow both . . . "I've been reading up on how the much-publicised ban by the US, Australian and other Govts of Huawei 5G equipment might impact on IQE future revenues. Having read recently that the UK and certain European governments including Germany, will continue to invest in Huawei infrastructure I was pleased to come across this quote from Dr Drew Nelson in an article published by Walesonline a year ago: "In Cardiff we make compound semiconductor wafers that are made into chips that go into the fibre optic communication systems. We export to Japan, Korea, Taiwan and China and the US. "Our customers make the chips and they end up being invariably exported from China with two massive companies in Huawei and ZTE. And today BT buys 100% of its broadband products from China. So we export maybe £220m of wafers that go to fibre optic systems, but we then import as a country £6bn worth." Although he didn't say over what period the £220M would be generated, with IQE's forecast total annual revenues for FY2018 of not less than £156M, Dr Nelson's vision suggests significant revenue growth ahead from 5G alone. We know IQE hold a dominant position in the manufacture and supply of epitaxial wafers globally of around 80% supplying all the major chipmakers including Lumentum, Skyworks and Qorvo so I'm confident that £220M will be coming to IQE."

. . . from AMS IQE's key client in Austria. hTTps://ams.com/-/02-05-2019-full-year-2018-results "ams is a leading provider of 3D sensing technology having ramped significant 3D sensing volumes for a major global smartphone platform in the second half of 2018. As 3D sensing adoption in mobile devices is broadening, ams sees ongoing coexistence of the 3D sensing approaches structured light (SL), time-of-flight (iToF), and active stereo vision (ASV). ams has been able to win designs in all three areas with more 3D sensing-enabled devices expected to be launched this year. ams does not see one dominant approach emerging, rather, technology choices will continue to be driven by application, performance, software, solution partner, size, and cost considerations. Currently focusing on 3D system illumination, ams is successful working alongside different image sensor vendors at multiple OEMs and does not see issues of overlap. This broad traction underlines the strength of ams' illumination portfolio and ams' leading system capabilities. Consequently, ams' 3D portfolio spans dot projection, different types of flood illumination, ToF proximity sensing, and pattern projection for SL, iToF and ASV. With design-wins in SL, iToF and ASV ams provides illumination solutions for a range of Android 3D devices which are either launched or expected to be launched this year. Leveraging its solution know-how, ams started shipping first VCSEL and 3D sensing products for Android SL 3D face recognition to two Asian smartphone OEMs last year. The mentioned Android iToF designs which ams has won for 3D programs at two Asian smartphone OEMs are also built around ams' illumination expertise and are shipping or expected to start shipping in the first half of 2019. At the recent CES trade show, ams presented a high quality ASV implementation for 3D face recognition in partnership with leading software provider Face++/Megvii, Qualcomm Technologies, Inc. and Bellus 3D. This solution shows the success of the companies' combined development efforts which had started last summer. ams has separately won a first design in ASV illumination and expects first ASV 3D systems using ams technology in Android smartphones this year. ams believes that upcoming ASV reference designs will enable quicker and easier implementation of 3D sensing for Android OEMs driving adoption of ASV. Based on its leading portfolio in 3D sensing, ams addresses front-facing face-related and world-facing applications. For world-facing 3D sensing, ams expects a multi-year timeline of adoption as applications and solutions continue to evolve. However, supporting early adoption ams recently finalized an illumination solution for a world-facing 3D sensing system at a major Android OEM and sees volume shipments starting in the current quarter. ams' differentiated VCSEL technology offers competitive advantages for 3D sensing that are recognized in the marketplace. Together with ams' 3D system know-h

Speculation certainly, but if Tim Pullen is to achieve a listing on FTSE 250 as we were led to believe Phil Rasmussen was working on prior to his untimely and tragic demise last year then he will need to ensure IQE's market cap does not approach the minimum level of £525M. With the current level of shares in issue of approx. 777M that equates to an sp of £0.68p. Approaching 70p today does not provide him with much of a safety margin. Increasing the news flow of the successes we are told IQE are achieving albeit behind closed doors, is surely within his capabilities so can we look forward to a new era of increased PR and RNS's? I for one certainly hope so.

I would like to add my best wishes to Tim Pullen who he takes up his CFO role tomorrow. If part of his remit is to move us away from the shenanigans of the AIM casino and up to the hopefully more mature and better-regulated FTSE 250 environment then at £570M market cap it's good to see we are already above the automatic exit level of £525M. Time will tell.

Well done TonyBoy! Given your professional PR background, would you mind copying and pasting the wording here of your message to Dr Drew Nelson so we can write to him along similar terms?

Those heavily-invested and perhaps overweight LTH holders of IQE may like me find it hard to avoid frequent checks of the share price throughout the day. Some may have noticed an almost flat-line price of 70p throughout the afternoon today. Could that be down to US markets being closed today for their Martin Luther King public holiday? If so, could we look forward to the US markets giving the price a boost tomorrow afternoon as they pick up on Friday's 13% rise and today's further 5% uplift? Fingers crossed.

My hypothesis over on ADVFN yesterday (pasted below) drew an interesting mix of opinions and I am curious to know the thoughts of any posters here: "Flight of fancy perhaps but were SoftBank behind Tim Pullen's move from ARM Holdings to IQE? If so could this be in preparation for a bid for IQE? SoftBank acquired ARM Holdings in 2016 for USD13.7Billion. They are also the lead investor in the USD100Billion Vision Fund which includes capital from Saudi's Sovereign wealth fund, Apple and most intriguing, Qualcomm. SoftBank founder and CEO Masayoshi Son is known to be keen on buying disruptive tech, targeting those companies who are number one in their field. He is particularly keen on the Internet of Things and the role of facial recognition evidenced by his recent acquisition of Paris-based Aldebaran Robotics, manufacturers of Pepper the humanoid robot capable of recognise human emotion that's causing a stir at this year's CES in Las Vegas. We all know who leads on facial recognition tech, don't we?"

break-through. Some very welcome good news hTtp://www.iqep.com/media/2019/01/csc-announces-successful-conclusion-of-innovate-uk-funded-%E2%80%98high-efficiency-vcsels-manufacturing%E2%80%9D-project/

hTTps://uk.advfn.com/p.php?pid=quote&symbol=NO%5EIQEPF A 17% uplift in the opening price here in the morning would give us an SP of 107p. If that does happen I would not be surprised to see the price continue to climb beyond that level as short sellers snap up any available shares, looking to close and avoid the inevitable squeeze. GLA LTH

Bloody awful.