Member Info for hayashi

Thanks pal

You were right about the modest correction. The other board seems to be looking back with bitterness....probably better to look forward. Have not seen any research so no idea what price targets might be appropriate for this share. I'm inclining to add some more.

I was rather surprised the shares dipped back below 10p given that phone news and/or news on the legal front could drop at any time. There do seem to be still many trader types involved here. Each to his own. Next results will be particularly significant IMO. No doubt with the smartphone there are strict NDAs in place. Wonder what it might be?

If it is humanly possible to screw up IQE will find a way..it's nailed on.

Do you have a price target in mind Angel? I came across this share a few weeks ago and bought some..glad I did now.
Have been trying to understand the proposition. New ceo lady seems impressive.

This could be a major multi-bagger. After years of disappointment it seems like they have established something which can be built on. The video seems realistic and measured. The other board seems full of bitter people who cannot move on at look forwards instead of going over old ground.

Perhaps the ceo before Anne was a conman and there was very little of any substance for her to work on when she took over?!

Has there ever been any research written on this company? Don't think the shop broker does health care.
It does seem as though there may something to salvage here and it could be something of a bargain on say a 2 year investment horizon. Be interested in any thoughts even to the contrary. The technology is hard to understand.
I bought some SUPP a few days ago ..mainly for the nanopore holding. That might be worth a look as well.

The company has a new joint broker in Cenkos. I would expect the analyst there to write a report when he has time. He seems to be someone who specialises in this area. The next results should be very significant in setting out a pathway to profits and self sustaining growth.

Cant think anyone would disagree with you on that. Think most wondering why the EV is so modest.
I have a view that if an institution went to a MM and said they wanted say 3-5m shares at 9p they would get them ....maybe not this week but next week as the sp will surely repeat its endless cycle of drifting down in the absence of more news..
(Im long and not selling any by the way). At some point I'm hoping for a proper re-rate..maybe that will come with the announcement of profits.

Which rather suggests the share price is manipulated?! At any single point in time the valuation is rather meaningless.
Say someone was looking to accumulate it would be better to do it on quiet days or when the MMs decide to drop the price to scare novices/day trader types or find stops to accumulate for the next rise. This pattern has been going on for years now it seems.

I would also see as positive. Perhaps one set of lawyers are inclined to seek out a compromise with maybe a licencing deal as a bargaining play whereas the other lot want to fight to the death no matter how long and how much it costs (suits them as they are being paid).

Maybe AS should hire Baroness Dildo to speed things along and smooth the pathway in Government circles.?

Hello

Thanks for that. When 'mediation' is mentioned you have to feel it is likely to be good news for a positive outcome.
I think there is a route for a win/win for both parties.
Equally no knowing what Maxwell may decide to do. Wonder if EM is on the case?!
Any RNS on this will fall out of a clear blue sky............and I'm not referring to EM's space rocket.

There might be news on the legal front prior to then which should help the share price.
I would also like some new licence news...wonder if some delays reflect potential new customers seeing what happens in the Maxwell case?

I think it's nailed on for this year but no telling exactly when. Probably result from the conjunction of positive trading news and some developments on the legal front.
I sometimes have in mind the company starting all over afresh and listing in the States..it would be valued in the tens of hundreds of $m's.

That seems to be a de facto admission that they were guilty and totally undermines any defence they might have had?!

It means they are taking the ****....

Why don't the company put out a release ..maybe RNS Reach. Ok no doubt there are NDAs on names but giving some idea of the order book boost would be handy.