Member Info for Henchking

But let’s talk about the actual facts from the RNS that you seem to be ignoring:

​Fact: The CEE deal values that asset at 10x EBITDA (€2.1B total EV).

​Fact: The net cash goes straight to debt reduction, wiping out £20M a year in interest costs.

​Fact: Management explicitly stated the transaction is EPS neutral and future full-exit proceeds are earmarked for returning capital to shareholders.

​If pointing out verified, regulatory math on a massive value unlock is 'nonsense' to you, then we have very different definitions of facts.

​You keep playing the short-term board games; I’ll keep tracking the fundamentals and buying the dips while the goose keeps laying. See you at 5.80+

You are buying a company that is actively simplifying its structure, clearing its debt, saving millions in interest, and layout out a path for share buybacks—all while the stock trades at a deep valuation discount. For a range-trading strategy, buying sub-600p provides an excellent risk-to-reward setup as the market slowly rerates the business.

Will be back up tomorrow

After hammering out a solid baseline, the stock is seeing buyers step in, bucking the trend of a broader European gaming market sell-off. The discount compared to its 52-week high (£10.31) is too wide to ignore.

​As the street wakes up to the streamlined, cash-generative powerhouse Entain is becoming, expect a rapid rerating. Next stop: £8.00.

The fundamentals haven't changed one bit. IQE remains the UK’s primary pure-play asset for the global AI and epiwafer boom, backed by strategic giants like MACOM. As the morning sell-off wraps up, it only takes a tiny wave of afternoon buying to clear out the thin offer book and send this surging straight back into the green.

Big funds aren't blind to what's happening. The massive strategic investment from US semiconductor titan MACOM earlier this year sent a clear signal to institutional asset managers: IQE's technology is vital, heavily validated, and backed by industry giants

The retail market is seeing the selling, but the smart money is doing the accumulating. Once that morning selling pressure dries up, the spring is coiled. 60p + remains firmly on the radar.

The resilience of this stock is absolutely incredible. A major shareholder trims their position, and instead of dipping, the price holds incredibly firm. Why? Because serious institutional money and strategic partners are quietly soaking up every single share available.

​Now that the major selling overhang is practically cleared, the artificial ceiling on the stock is gone. With massive macro tailwinds in AI data centers and 5G infrastructure powering the business forward, the runway is completely wide open.

​Blink and you'll miss it 60p is coming back into view faster than the market expects!

The stock has successfully transitioned from a private high-net-worth individual rebalancing his portfolio into the hands of a major US industrial partner (MACOM) and hungry institutional funds. With the selling pressure cleared, the runway is wide open for a rerating.

Shareholder registers evolve, but IQE’s tech roadmap and market potential remain as robust as ever. This opens up a great runway for new institutional investors to step in and drive the next phase of growth.

​#IQE #Semiconductors #TechInvesting #UKTech #GrowthStocks #Investing

​Entain has agreed to a phased exit of its CEE business, selling an initial 20% stake to EMMA Capital for €425M (£366M).

​Why this is incredibly bullish for shareholders:

1️⃣ Premium Valuation: Implies a total asset value of €2.1B—a massive ~10x EBITDA multiple. Pure validation of Entain's underappreciated portfolio value!

2️⃣ Debt Destruction: Net proceeds go straight to paying down debt, instantly saving £20M a year in interest costs.

3️⃣ Shareholder Friendly: Broadly neutral to EPS, drops leverage closer to the target <3x, and sets the stage for future excess capital returns to shareholders upon full exit.

​Management is listening, simplifying the group, and aggressively strengthening the balance sheet. #LSE #Stocks #Ladbrokes

Highly profitable, volume-heavy World Cup acts as a massive fundamental catalyst. The sheer volume of cash entering the ecosystem can trigger a rapid re-rating of the stock as institutional investors realize the upcoming quarterly trading updates are going to show booming bottom-line profit

The IQE spring is uncoiling! Up 4.2% as global semi demand goes vertical. Yesterday's discount was a total gift.

​Institutional absorption is done . Next stop: 70p+

While fans mourn the England loss, ENT is quietly cleaning up. Millions of patriotic accumulator bets and straight "England to win" slips just went straight to Entain’s bottom line. Profits are booming. Time to buy ENT.

Back toward the local 73p highs is an easy technical gap-fill once the shorts are forced to cover.

Let’s look at the raw mechanics of this chart. We are watching a violent, algorithmically driven tug-of-war right at the 49p–52p support shelf. The market makers slammed the price down early to fish for liquidity, but the volume tells the real story: over 70 million shares chewed through in hours.

​When that level of massive institutional accumulation happens while the price is artificially suppressed, the coil is being compressed. The moment the selling pressure runs dry, this is a coiled spring.

​With the £81M debt clearance finalized and the game-changing Tower Semi AI infrastructure deal locked in, the fundamentals don’t match a 50p stock. A 50% rapid vault back toward the local 73p highs is an easy technical gap-fill once the shorts are forced to cover. Strong hands are loading right now.

This is exactly how you win long-term. Weak hands shake out on the dips, while high-conviction buyers load up the truck. Making the most of the discount is the only way to play it.

Once this massive selling exhaustion clears, that institutional floor will trigger a fast snap-back. Total gift for anyone looking to stack more shares before the next leg up

Once the selling pressure runs dry, that institutional floor can cause the price to rise rapidly.

Buyers are already stepping in at 51p to lock down the float. Scale in, hold tight, and trust the AI infrastructure thesis.