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Publicasity have got a new client. Jury Inns will be taking on their PR services. Second client win for them in a week.

Really not sure about that. The shares issued at 140p had a lock in period of 3 months, Shares peaked around 20th November 2017. Dropping soon after to 104p around 5th Feb 2018. Before briefly bouncing back to 143p. At same time shorters started ramping heavily around November to Feb time.

Other institutions have reduced here but not in a major way after the share issue. Many got in quite early here so even at 100p they were making a lot of money.

Yes but it's a good deal for a buyer but at present a very poor deal for IQE given the huge growth it expects here in revenue and profit if it can meet it's target. Could also be competition issues. Still think globally there is a lot of risk at present with issues in China. Any suggestion of a takeover could result in as 20-30%+ spike here. With a new CFO I think that indicates their intentions here. They want to be a major player in this industry not a small division of a multi bilion pound company. They have taken it this far I think they will see it through.

The problem is many of the major shareholders would want an offer of 140p? As many were buying at this price. I think right now is wrong time to sell. It's on the back of a poor q4 performance. If they meet 2019 target then share price would have to rise. Why sell so cheaply after investing all this money into a new facility? I think IQE would want at least 3x current value based on future earnings. Then the question is who would take it over. IQE are at the start of the supply chain. They have big monopolies on many of their areas. So a competitor or someone like AMS who they supply to. Any deal have to add value to IQE or the firm they buy. Whoever does buy would inherit a UK production facility just before Brexit is decided. So some big risks. On all fronts waiting seems better option. IQE must be worth more than 65p. The problem is the market is far from convinced with constant selling pressure. That and IQE failing to meet targets. Patience is key here. They didn't move from 15p to 180p over night. It took a few years. The growth in revenue here may take 2-3 years.

Looks like Publicasity are now doing PR for Seiko watches. No time like the present to takeover this brief. Watch this space!

https://www.prweek.com/article/1525198/seiko-hands-brief-new-uk-comms-agency

BlackRock reduced by 0.01% on 7th Feb. Shorts now 8.22%.

https://www.sharesmagazine.co.uk/news/market/6306158/Increased-Recommended-Offer

Earthport being taken over. This is a Newgate client. So Hopefully some money for advising on this. Deal worth 247m.

https://www.edisoninvestmentresearch.com/research/company/IQE

Wasn't sure about linking to the report as it's not meant to be distrubted elsewhere.

The price is pretty much where Edison suggest it should be. With shorters happy to hold onto their positions for now. What could also be happening is those that bought the shares at 140p could be selling up. If this was spread among smaller funds this would explain a lot of the sells here.

This report would of likely known about the 1.75bn EU fund.

As for Brexit. The DUP would never accept current deal. TM should of really gone back to house before accepting the deal. Or talked to Brexiteers/DUP more. Too much politics on all sides of the house. No idea what JC hopes to do with his latest letter. These 5-6 point plans are just silly and unlikely to ever happen. I suspect the original deal will get voted through with tweaks. Brexiteers won't want to see us remain in EU because the house could not decide. Ho hum!

Edison have produced a report on IQE dated 29/01/2019. This is a report IQE have asked/paid them to prepare.
Worth a read. Download the document for all 3-4 pages. Google to find it. Places IQE value at 73p. EBITA profit for 2018 seems to of taken a big hit. Profits for 2022 seem to surge hugely,

If you believe that IQE can hit their 40-60% growth in photonics then SP could be worth 120p in a few years. Of course this is all based on IQE predictions.

Definately funds or shorters involved here. You can never quite be sure if a trade is delayed or a buy/sell at times. Right now I would not judge IQE based on it's share price. Shorts above 0.5% have not really changed in 2-3 months. Way too much market manipulation here.

Bit of news on IQE website from 05/02/2019.
http://www.iqep.com/media/2019/02/key-partners-behind-csconnected-strengthened-the-cluster-position-as-one-of-the-leaders-in-employment-and-skills-in-south-wales/

They really need to issue a TU. Not sure they are even planning one. As most buys and sells here seem pretty planned and mostly existing investors swapping shares.

There was nearly 700k stock traded on Nexexchange today. I assume they were mostly buys. So usual pattern of the buyer and seller here. The Newgate staff page now has 92 people listed. This has gradually been increasing in last few months. They do seem to be winning new clients.

My issue is the SP, debt and fact they are not yet making money. Wonder how many more shares this seller has? Also who it might be? I think this exchange has been going on for nearly a year now. That or someone is just buying up sold shares. Hmmm.

Guess directors are locked out if still discussing debt? That or simply don't want to buy. Results could come sooner here as they have been pushing most bad news into 2018. Setting up 2019 to try and make a profit?

https://businessmanchester.co.uk/2019/02/04/newgate-north-makes-two-new-appointments-to-the-manchester-team/

Missed the link.

Seems they are hiring more staff due to new clients and expanding existing customers. There was a similar announcement to this last November. Let's hope this leads to some actual profits and increase in share price.

I think we know what the results will show here. Danger is what shorters may see in the detail. No idea on these share price fluctuations. Certainly not the short positions we can see. Neither is it T Rowe Price. Hopefully this is not shorters manipulation to make share rise so they can force it lower later. I wondered if it was news or a shortage of floating stock. Aim shares can move quickly purely based on market makers. Any volume over 2m a day suggests funds playing. Would be nice to see Hargreaves Hale or another fund move over 3%. Long term I think this will become good especially if they can make new Welsh facility work. Plus get new technologies or up they have mass market. My historic negative responses before were based on fears the share was over priced and shorter activity. If they can start to meet forecasts this share will rise long term. New CFO starts next week. It is good they are looking at costs here.

Many of my family have iMac's. There is less value updating these. A few years back Apple had not refreshed their builds for 2-3 years. Which is the odd thing. People hold onto computers for 5-10 years . That or swap out parts. With mobiles many replace each 2 or so years. I guess mobile technology is moving faster than computers which mainly offer additional performance compared to new features all will use. For me I mainly use mobiles for internet access. Hence why I don't use iPhones. I could afford it if I wanted. So could my friends. So not always based on wealth.

Touch harsh. Apple have admitted to adjusting pricing in some markets globally. I think their big issue is people are not upgrading each 2 years. They do need to be able to justify why people should upgrade. I have friends on SIM only contracts for a 3-5 quid a month. Which pretty much gets unlimited texts calls and decent data. So you have to justify the extra £30-40+ a month for the phone. Apple did increase prices for many of the new models to 1099 last year which did not go down well in China and other countries which are struggling globally. Pc market wise this is still gaining 4-5% a year in performance wise. I still think a lot of people like me still buy these products. I tend to build my own PC's. Amd just released it's quarterly reports and did very well in 2018. Strong demand for Graphics and it's Ryzen products which are running my pc.

https://www.cnbc.com/2019/01/29/apple-q1-2019-earnings.html

Okay Iphone sales were down 15%, It's service area that helped protect their revenue. This drop was expected.
' iPhone: $51.98 billion vs. $52.67 billion estimated
iPad: $6.73 billion vs. $5.90 billion estimated
Mac: $7.42 billion vs. $7.42 billion estimated
Wearables, Home and Accessories: $7.31 billion vs. $7.33 billion estimated'

Apple shares were up after hours. So not sure what if any impact this will have on IQE.

https://www.bbc.co.uk/news/business-47047297

Sales down 5%. Albeit in line with market expoectations. Future revenue growth based on services. Not sure this will have any impact tomorrow.

RNS on holdings from T Rowe Price.. They have taken back 0.71% of shares. Their overall share percentage ownership appears down 0.08% or so.

No movement on shorts above 0.5% since Thursday. Could be a shorter below 0.5% or a fund buying to explain volumes the other day. Clearly wasn't T Rowe Price as buyer.

Looks like Newgate Research now has a managing Parter called Dan Clay in the UK. He joined in January. Be interesting to see what this research arm adds to the UK operations.

Part of the issue is that this is not a FTSE 100 company. The RNS is really only restating what the results will be for the full year. It's not much of a news story. Least you all got an update.

The good news is 2019 should be much further ahead compared to 2018. So when the results do come in a years time they should show huge jump in revenue and profit. Especially with the new factory online. With some rationalisation that should help earnings per share. H1 2019 could well be very positive if the bad news is all out of the way.

ODEY ASSET MANAGEMENT LLP did reduce on 24th by 0.12%. So perhaps some shorts are closing here. It's also possible Marshall Wace has been reducing further now below 0.5%. Pretty sure they are clearing out here.

Find out if more shorts closed tomorrow.