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Artisan actually show 7.64% on the shareholders page on IQE website.So likely only took on the 3% more from Citigroup.

R Griffiths was 6.27% on the IQE website. So literally added the 5% loaned out. May have taken some of Citigroups shares too.

Well Griffith tends to buy up what he lend out.

I would guess Citigroup are now out. TRowePrice clearing has forced many to buy up stock.

For every big buy someone else has sold. Share drifting slightly today. At these price I guess it's small change for the funds. Artisan likely think it will sell above these prices?

It's an interesting gamble to buy in here. Sum of parts worth more than the SP? It's possible.

Citigroup never hold onto the shares. I expect them to sell them all too another. It may have been pre arranged.

I think it will be below 7p today. Plus waiting on RNS to see who dumped their shares on Friday. Will Citgroup buy out the big sellers here to help maintain the sale of IQE? They always sold their shares on before.

15p seems a dream now. Wait for the market to settle here.

Interim results 23/09/2025.

So what value do we put on the Taiwan business? It will need to cover 20m+ of debt. Then leave enough capital for whatever is left of the business. I assume there would be large job losses at IQE to pay for too. No way they keep all those overheads.

On a positive note the SP has not crashed 20-30%. For me this is way too risky as I am not sure what the assets are truly worth here. I would rather focus on a firm that is making money.

Any offer will have to pay off the debt before shareholders see a penny?

Sales for 2025 look bleak. What will a third party really offer for the business?

Exactly. If they have arranged a sale they would delay the closing statement.

My gut is no TU but delayed result with announcement of some sort. TU is too late now. Taiwan sold?

Really not sure how these tariffs have helped the US. Too much politics with Trumps but does he get anything done? Too early to judge yet I guess?

My main worry here is the debt. If the share stays below 15p would Lombard convert the debt to shares? If not IQE might have to raise more fund. This is probably why mixed with tariffs the share is falling. What if they keep making a loss and can't raise capital? Then it might go private and you might be offered a 20% on the current share price for when the deal is announced. Then you would all have to sell at that price or lose your money. It's possible without major news this could get pushed lower as it does not feel like a major shareholder selling here. Could be shorts instead?

Gsa Capital Partners Llp 0.50% 0.01% 8 Apr 2025

So they never cleared out their 0.49% position. Will they now increase their position further over next few days/weeks? Will other funds get involved too? (Share the risk.)

If they are forced to downgrade the revenue for 2025 then this could drop. They are well placed across the world with bases in US, UK and Asia. Not sure how this impacts their US operations albeit semiconductor products not targeted by the tariff. They have put a lot of effort into expanding US production.

Any price on Taiwan operations would now be at a lower price too when it's sold given current market sell off. Plenty of risk here. 9-10p is well below the 15p that Lombard and directors valued this at.

There is a chance this is over sold. Huge risks here butArtisan partners or other funds might take a bite at these prices.

Looks like RG has bought 3% of stock here given the RNS. Then pretty much loaned it out.

If you are going to buy 10.4p is much better value than 17p.

Trump may force some companies to switch or stop production elsewhere.

So lots of share going out on loan. Hence the dip in share price. Spreadex back at it.

Late trades tot up to about 2.4m trades. One 1M trade. Another 8 or so trades all adding up to 1m. With UT trade almost 400k shares.

9m volumes. Interesting. Still no RNS for all these trades of last week or so.

I think seller still in background so take more than this news to make the share rise.

Don't forget how long it takes them tooling wise for new orders. This assumes they are retaining all their exisiting orders. Is this part of the expected GAN orders? They really need revenue to hit £175m to break even.