Member Info for Gotrader

Hales Hargreaves had a historic stake here of 2-3%. Not sure this 5% is wholly a new position.

Odey reduced by 0.42% to 1.03%. Visible shorts now 3.69%. I think Odey reduced again today. Likely clearing stake.

More short positions being cleared I bet.

Shorts down on 25th November. Odey reduced by 0.24%. So shorts at 4.11%.

Never found out who bought Shroders shares? Hmmm.

Shorts still reducing. Ennismore reduced by 0.09% on 4th November. Now 2.09%. Even T Rowe Price loaned out shares are down to 1.25%. This can't be bad news. So rise could be down to some shorters closing?

Ennismore now reducing 0.11% to 2.18% on 22nd October. 2nd fund to reduce this week. SP not really spiking from this. Can't be a bad sign?

J P Morgan reduced on 19/10/2020 by 0.12% to 0.57%. shorts still falling. Won't take much for them to fall off the radar.

Been a bit quiet here. Lots going on. IQE back above 50-60p. March time was a great time to buy at 20p.
https://www.edisongroup.com/publication/record-revenues-in-h120-despite-pandemic/27682/

So predicted 3.9m profit this year and 12m next year based on record revenue. Albeit revenue in H2 predicted to be 15m lower than H1. What bugs me is they have much higher revenue than 2018 but profits are much lower.

I think the share has dipped slightly today as these numbers were mostly already accounted for. Edison has still upgraded it's rating albeit suggest IQE is at a premium compared to rest of market. Worth a read. To be fair Edison had not updated these numbers in a while.

The increased fixed cost is still a slight issue here. Albeit falling debt is good news but that seems to have a caveat attached.

Wait and see what happens to Apple's new iphone. Will it arrive on time?

Recovering some lost ground here. Quite unexpected. With decent prfits now forecast too. Makes 12-14m value seem very low. See what happens.

This has now been fixed and Barclays showing a correct figure it seems.

No but I am sure Barclay number is theere or about that same number. Perhaps they removed the wrong one? Key change was Shroders who decided to ditch at least 2% of their holdings. Perhaps those daily 1M trades was actually Shroder?

Have queried page again. There are no omissions from page. Shroder below 3% now .

Hopefully be fixed soon. They are pretty quick on replies.

I did email them. Clearly still not fully fixed. Look like Shroders have ditched their holding. Last update said below 5%.

They have updated the shareholders page.
Invesco (Oppenheimer Funds)
140,000,000 17.58
T Rowe Price International 76,109,436 - 9.56
Hargreaves Lansdown Asset Mgt 54,110,343 - 6.79
T Rowe Price 43,181,558 - 5.42
Dr Andrew W Nelson* - 36,140,417 - 4.54
Interactive Investor 31,283,164 - 3.93
Barclays Wealth 26,259,570 - 3.38
AXA Investment Mgrs 26,259,570 - 3.30
Barclays Wealth 25,259,857 - 3.17

* Per the Company’s RNS announcement of 11 May 2020, 12,121,711 Ordinary Shares of Dr Nelson’s total beneficial interest are subject to a Sale and Repurchase Agreement with Equities First Holdings

As of April 30th 2020.

No sign of Shroders? So maybe Barclays is a mistake? Does not look quite right unless Barclays now has 2 holdings?

For him to make a profit the share has to stay below circa 44p till 2022. Does not really give a positive sign here. I guess he needs the cash? Mind you get's so many free shares I guess it hardly matters.

CEO loaning out more shares. The mind boggles.

Was updated again today but no real change from last time.

IQE plc

RNS Reach

Cardiff, UK

6 May 2020





IQE plc (AIM: IQE, "IQE" or the "Group"), the leading manufacturer of advanced semiconductor wafer products for the global semiconductor industry, is pleased to announce it has won a Gold Tier Award for exceptional performance and contributions to supply chain success in 2019 for BAE Systems' Electronic Systems sector.

BAE Systems provides some of the world's most advanced, technology-led defence, aerospace, and security solutions. Its Electronic Systems sector spans the commercial and defence electronics markets. IQE was selected out of more than 2,200 suppliers that worked with the sector in 2019.

BAE Systems' Partner 2 Win program is designed to achieve operational excellence and eliminate defects in its supply chain by raising the bar of performance expectations to meet the demand of current and future customers. As part of the programme, BAE Systems meets regularly with its suppliers at their locations to transfer best practices to ensure that the components and materials that compose BAE Systems products meet the highest quality standards.

Kim Cadorette, Vice President of Operations for BAE Systems' Electronic Systems sector, commented:

"We are proud to partner with companies - including IQE - committed to delivering the highest quality products on-time, every time. We look forward to continued collaboration and success."

Alan Fuller, IQE Director of Business Development, commented:

"IQE's epi-wafers provide the backbone for a myriad of electronics systems worldwide. We are honoured by this recognition of our overall performance in supporting BAE Systems. To receive this award for a second consecutive year is indicative of the very strong relationship we have with BAE Systems, of which we are very proud."

Ennismore increased short again on 30th by 0.15%.

Ennismore increased short by 0.07% on 28th.

IQE: Deutsche Bank reiterates buy with a target price of 45p.