Member Info for Gotrader

Shorts still coming down. Coltrane down 0.2% Marshall Wace down 0.15% Millenium int management 0.07% Valiant 0.23%. Over 2 days that is nearly 0.75% reduction in shorts. Even more if you add in Valiants reduction from 1.65%. If they continue like this 3 of these shorts could vanish when from the short list in next 1-2 days. ( Below 0.5%) It's all a game really as they may simply be using other funds to encourage more people to buy in on the hopes the shorters close. Other shorters have been increasing today. I think so far the review on Stockopedia is ringing true. All these short reports are not helping the share here. I am not sure the shorters are even done here. The large late trades are shorters probably closing. This is one of the risks of buying shares being shorted. As the shorters close positions the share surges. Then people get caught out when more funds short the share. Judging from todays actions other people are likely still shorting this share. That or investors/ major shareholders are reducing.

He made no trades. His holding increased as IQE reduced the number of shares in circulation by 1.3m or so last week. If he had bought shares the RNS would of said so.

It looks as if the issues with trade reporting yesterday stopped many sites from reporting the correct share movements yesterday and today. So the share has not actually moved today but shirted shaply yesterday. What can we read from yesterday. There was a 100k buy at 10.26am for 2.88p. Plus a 150k trade at 12.07 for 2.87p. There was a further trade for 10k at 2.87p. Plus a sell around 13.41 for 2.89p Plus a 3k sell today at same price today. Still seems odd the last 150k trade would of shifted the price that much. It could be both trades influenced the SP. I remember looking on the Porta website around lunch on the 6th and seeing the 3.15p share price. I assumed an error. It's more than likely there are no other trades.

Large delayed trade? Up 20% for a reason.

Apparently if you receive more than 15 calls the iphone won't allow you to answer the phone till you restart it. Bizarre. http://www.trustedreviews.com/news/iphone-x-incoming-call-bug-uncovered-3388380

Mention for IQE on Stockopedia value report. They do a lengthy piece on IQE. Mixed really on views. Worth a read. https://www.stockopedia.com/content/small-cap-value-report-mon-5-feb-2018-iqe-mur-beg-gaw-gtc-vlty-309633/ The comments at the end are good. 4 pages worth but the OP and the guy who questioned the original Shadowfall report are all commenting. The question is are you forward looking or backward looking. If backward looking you will short. If forward looking you buy.

Marshall Wace down again by 0.1% on 2nd of Feb. Likely they have been reducing heavily here. Volumes look messed up here. 2m is way too low.

Quite a few papers covering Shdowfall and IQE's response. Can only be good news. The official shorts above 0.5% have not increased since 24th Jan. This suggests other position below 0.5% are what is currently holding back the SP here. That or spooked investors have been selling. I will be amazed if Marshall Wace did not reduce today. See what happens and what is reported in next 1-2 days. The automated trades tell you that market funds are active here. The 1.3M trade could be a shorters clearing. Unless the shorter think even without the Shadowfall report this is still over priced at �1. 20% is a lot of loaned out shares even with the SP down from a high of �1.70+ The timing of the holding RNS, Barclay's report and the RNS about Shadowfall are well organised. Not much else they can do. Directors locked out means they can't buy shares to help here.

Large 644k sell on Nexexchange. 200k bought there too. Assuming the same buyers and sellers as last week. Nexexchange was dead trade wise until last week.

Ignore price shown on site. Last trade went through at 101.2p. Could even see a blue day here if shorters mass close. Price is pretty much above 100p now.

They held around 1.96% on 31/12/2017 according to Morningstar website. Decent RNS today too. Trades going through at 93p. Time to buy? Shorters at it again?

So IQE are suggesting the report is misleading and Shadowfall should of confronted them with the evidence. They also say double digit growth in wafer sales. Trouble is the report is out there and questions have been asked. The makers of the report are shorting the share. There is no smoke without fire. I can't believe they would publish a 35 page report if there wasn't some element of truth. The Shadowfall site has certainly not been taken down yet. Why not if it's all untrue and lies? Misleading means they have misrepresented the facts. I wonder what the actual truth is here. The wafer side of this business is clearly booming. The other parts of the business may need more cash then the company is letting on?

Newgate's staff page shows a new executive hired for Newgate Engage. Rosie Abrahamson. Seems to have a Westminster background. Also political/ marketing comms at a previous public affairs agency. The buyers and sellers are cranking up the action in the background in last few days. My view is that HH/Ruffers or another are buying up stakeholders shares. Long term many of these stakeholder might not want 10-20 million Porta shares. They may just want the cash. Such as EK has shown before. Good support to keep SP above 3p today. Overall many here happy to buy up the sold stock including director and Hawks Holding company.

On what basis is the news fake? The report is on the shadowfall website and it seems to be looking at financial irregularities. For fake news it is very detailed. I think IQE will need to do an RNS to explain this. Not read the full 36 pages but I am no expert accountant. Are they misrepresenting the facts? Hmmm. They quote all their sources where they found the information. I have no knowledge of what credibility this site or the owner has. If it is a load of rubbish let IQE say so and why. Or will they ignore it because it is not true? if it's not true someone needs to justify why. Is this mainly because the firm is shorting IQE now? hmmmm. See what follows. If the share was grossly under priced here why is the SP not surging ahead? It looks like shorters have been reducing last week or so. (Can't see below 0.5%.)

Marshall Wace actually reduced by 0.08% on 31/01/2018. Strange share price is still around 104p mark. Market clearly not impressed by Apple news. That or shorting positions not seen have started up. Maybe there are actually some sellers here too?

Expect revenue to be sharply higher as the I phone X has raised their average price considerably. The question is what do they expect of sales for the iphone X in new year? See what they say. Read an article below Suggests the shorters think IQE will lose it's dominant position. So they could be in here for the long term. The source had contacts with the 2 funds apparently. Who knows. https://www.reuters.com/article/iqe-shortselling/short-sellers-target-apple-supplier-iqe-idUSL4N1PP4PQ No real news on short positions in last few days. Could be waiting for news call?

Only updated the director's buy. So it makes you wonder what is really going on. Guess we will find out in April. None of the other figures have changed. All holders still listed. My guess is the other trades were not directors. Otherwise they would of waited for these. Suprised they did not update Hawk Investment Holding for the trades in December. Guess any changes will be on the offical results which are released a few days after the preliminary report.

Assoc partner hire. Jessie Hsieh https://www.newgatecomms.com/who-we-are/jessie-hsieh/ 'Before moving to London, Jessie spent most of her career in Asia (Hong Kong, China, Taiwan and Singapore) and has extensive knowledge and contacts in the financial industry and media in the region. At Newgate London, she serves as a key liaising point for clients operating across Asia and Europe who can benefit from Newgate�s unique integrated approach. ' Another sign that the Asian business is starting to take a larger role in Porta. Porta currently has a few vacancies on their site. I think another senior hire could follow based on these job listings.

Like I said, below 3p is a bargain! The directors are buying in at 3.5 and 3.75p here. (Previous buy.) Looking at the pattern of trades there is still a seller in the background here. Guessing most of the trades today are either directors or stakeholders selling or existing major shareholders buying in. Results in April will tell us who the other mystery buyers are. People seem happy to mop up all the sold stock here. A good sign! Given the trading update I was suprised to see the SP dip. The seller is clearly not worried about what price they get here. Overall this seems to be a firm in the recovery stage. The fact a director is buying means SEC are not in discussion to buy this firm. Otherwise they would all be locked out. Knowing Porta they will time the RNS to best effect. Not all on one go. Some of the 100k buys could be someone like Steffan? It's a shame he has not got any shares here. Directors have some time before the 2 month lock out on results. First 2-3 weeks of Feb?

You asked! Any other requests? Lol Huge director buy.