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Price still drifting here. So seller in background not done? Seems to be a large chunk of sold shares not accounted for here. Perhaps lots of funds below 3%? More RNS to follow here.

This is likely good news. Invesco is linked to Woodford. There is some doubt about the way their fund will go. Will it go same way as his? My gut is he will clear more stock as SP is depressed.

Down to 20%. Cleared 7%. How low will they go. Reducing risk.

Yes should recover if the seller has cleared their stake. I think the share will never get above 70p-£1 short term. Mainly on the basis that if they wanted to sell all of these stakes they would take a 10-20% hit. It's encouraging that new investors are happy to pay 55-60p.

Was looking on ADVFN. Ixico one of IQE investment it sold this year for 30p a share. 4-5 months on and share is now 71p. No idea why they opted to sell before the share rose 140%. Frustrating!

Question is can one of these investments suddenly become the next Google or Apple. That is what IPO need.

Do we know how much dividend payment they got last year from shares?

My guess is St James Place still selling. Or another group Woodford offloaded to selling. That or Invesco reducing. They are in at 25%. Hard to tell really if the seller is already below 3%. An RNS to see who is buying would be good. Lots of institutions below 3% here.

Still not sure why we have had no further RNS from Woodford. Should be 0% now.

Wellington Management Company, LLP up to 0.59%. Shorts now 9.33%. How many more lurking just below 0.5%.

Share price seems to still be climbing still. So best not to jinx it.

Decent volume today. Up to 5m already.

https://www.internationalinvestment.net/news/4005706/invesco-axes-300-jobs-following-oppenheimer-acquisition

They are IQE's largest shareholder. Invesco has not been doing great lately especially with Burford. I think The guy in charges of Invesco is linked to Woodford. Probably nothing to worry about. No indication they are reviewing their holdings. At present IQE seems to be rising. Albeit with at least 8.74% of shares shorted it could still be highly manipulated price wise.

https://www.edisongroup.com/publication/optimising-asian-operations/25281

Eddison have reduced PBT on 2019 by 0.5M and 2020e by 1.5m. Earnings per share also reduced. The question here is IQE's ability to turn this around? Also the benefits from fully controlling this operations. This looks to be a long term investment.

'As CSDC is loss making and needs to secure significant new business to become profitable, which will take time, we reduce our PBT estimates by £0.5m and £1.5m for FY19 and FY20 respectively. Nevertheless, we view the transaction positively. Firstly, it enables IQE to restructure the operation and reduce losses. Secondly, it enables IQE to focus the development and manufacturing assets on MBE opportunities in Asia that are emerging because of the localisation of Asian technology supply chains in response to the US-China trade war. This includes epitaxy for 5G applications.'

Am I reading this right.
'For the year ended 31 December 2018, CSDC recorded net losses of
SGD$8.9m. The net liabilities attributable to CSDC as at 31 December
2018 were SGD$15.4m. '

Albeit
Revenue recognised by IQE and its Singaporean subsidiary will be
unaffected by the transaction. It is anticipated that post acquisition
adjusted EBITDA and adjusted Operating Profit in the consolidated group
accounts for FY19 will be adversely affected by c.GBP0.5m.

Albeit the 2019 results will only impact IQE by half a million. The firm is losing money. Would of been nice to know what the revenue was. Fingers crossed it has performed much better in 2019. However you look at it they have paid at least USD$0.5 million here.

Suggestion on one site is Apple has asked suppliers to ramp Iphone 11 production by 10%. I think here there is also a recovery after a seller cleared a large amount of shares. What this means for IQE we will have to see. I doubt IQE will comment on this directly. Either way a nice recovery for the end of the week.

If you can disprove something I have posted by all means do so. I would welcome a different view. As for share trades some of them speak for themselves. I have followed this share for over 3+ years now.

In terms of research. Note from Edison today.
https://www.edisongroup.com/edison-sparks/iqe-iqe-announce-successful-device-and-module-qualification/

I never get how everyone negative on here has to be a shorter? Some people just have opinions.

With the high volume today this might be why the share price fell so heavily in last few days. Suggests a fund has cleared a lot of their holdings. IQE need to encourage new funds to take a punt here. Too many keep reducing.

Note also the FTSE and wider market have taken a hammering today. FTSE and DOW down 3.23% and 1.9%. FTSE heading back to 7000. Mixed with Brexit and other market issues could cause IQE some problems.

Mix of shorters, low volumes and some funds dumping the share. Like I said before buy low and sell at the peaks. Buying on the basis that there will be an RNS with good news is just crazy. Chances are much of that rise was pumping and dumping of stock by shorts below 0.5%.

If this stock was badly under valued why are funds not buying large stakes here? I think many have been burnt by this shares over last 1-2 years. Barclays is gradually drifting towards the 3% mark.

When was last time we actually had notification of a new fund above 3%. Even Kuwait have dipped below this. Each year with directors bonuses you are getting diluted. This year by about 2%.

That is half the problem. They have no real competitors yet are posting a H1 loss due to major market issues. They need these new contracts just to break even. With such a monopoly on the market why are they losing money? I think we all know the answer to that question and it's been debated many a time.

Sure lots of products in the pipeline but that could be 1-3 years off. Long term this may turn around. Next 6-12 months not so sure.

The news looked good. However such small volumes means the SP is easily manipulated. If you sold at 68p here you did well. Maybe it will bounce back tomorrow?

It did say revenue expected 2020. Which won't change the years end results much.

Odey reduced by 0.16% on 20/09/2019. Overall short above 0.5% is 8.74%.

CANACCORD CUTS IQE TO 'SPECULATIVE BUY' ('BUY') - TARGET 80 (85) PENCE (few days back)
Berenbank 160p.

Question is what would they get if they sold everything? I think the 160p valuation is pie in the sky as their portfolio has reported losses since 2018. Still yet to see a share that will make them 100's of millions. Still too much doubt over Woodford too. Unlikely this share will post a dividend in the near future.

See what happens.

Terms of deal said Morton could not own more than 30% of firm. He owns 29.99% of firm. Plus owns 4-5m of the debt. Have they bitten off more than they can chew here? Not great really.