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Back below 13% again. Not unexpected. Slowly selling.

Now below 70p. Where is the value point? What does the market know? Or just sentiment?

I really doubt there are many short positions left. Most have closed. Problem is you can't see those below 0.5%. I see no reason for firms to start shorting here again. The borrowed shares from T Rowe Price are all returned. Could just be market sentiment or lowering of price so T Rowe Price can clear. Even that may not happen. IQE have strong IP rights on many areas. Share is about where broker values it. 5-10p off?

So T Rowe Price are no longer loaning out any shares now. Still just above 13%. All these RNS from them are not good. Causes doubt.

Guessing we will see 7-8m volumes till T Rowe Price clear or stop. It's possible other holders will pick up some stock. Also allows Eddison to clear their short position at a lower price.

https://www.iqep.com/investors/major-shareholders/

Website was updated for 28/01/2021.

Canaccord Genuity Wealth Management (Inst) now up to 6.6%. Which might suggest they are buying up T Rowe Price shares. T Rowe Price still have 16.88% on the IQE website.

Of course IQE have a habit of updating site almost a month after shares trade hands.

Still reducing. Albeit gradually. Sooner or later we will get an RNS from a buyer.

Short position down 0.03%. Albeit T Rowe Price down almost 1%. Would explain why 80p is being held back. Plus large volumes here. Adjusting or clearing out?

If T Rowe Price were dumping shares then volumes would be much higher with SP dropping quickly. They are just clearing loaned shares. No reason for them to sell out here. There may still ve shorters below 0.5%. Ennismore not reduced since Jan.

That or market correction? Hmmm.

Someone is buying someone out and the price keeps rising. If they buy out Morton as well they could formally make an offer. Albeit i doubt directors could buy if this was known. I had assumed a fund or ex employee selling up. Puzzle but zero reasons to sell here as it looks under valued still.

80k of shares traded at 73p. If they were all sells I think it would of dropped. 2x25 and 2x15. Funds involved now?

28k trade caused surge. Wait for RNS on Monday? Still strong demand at these prices. In big movers list for the day too. Exciting times.

We have a large delayed trade of 28k shares. Likely director. Hence 27% rise.

I saw that. I woondered if TU had bigger impact? The problem with Porta was it never reached economies of scale. Secn have managed to cut out 1-2m in costs. This will really help. Especially if American and China operations do well. The Australian part of Porta was always making circs 1m profits. They just couldnt manage debt costs. Future purchases and mergers should make SecN a big player.

Marked up nearly 13% now. What is going on?

Wow up 9% now. Clearly not much stock about as these trade values are tiny.

Buys now at 60p. See how long this lasts. Seller clear? 20% spread is huge.

Capacity is something iqe has bags of space for in Wales. Issue seems to be more computing world where graphic cards and cpu are running low. Some of these chips carry a 20-40% premium. If demand was that high Iqe would be buying more machines. They only have 10. Room for 100?

The group seem to actually be in profit now. Less tax and payments to third party owners. Seems good news. Change of management too. Market pretty much ignored it. Bit odd directors buying week before TU.