Member Info for katstrangler

I was expecting next week for publication so assume it puts it back by... a week? so early July for me...

They'll be integral to the UK supercomputer. heir wafers are exactly what IQE provide for their optical data links.

it won't be long before the market starts printing stories about IQE's future in the UK's AI future. Not saying it'll move the sp tomrrow (although it might) but if you're interested in a share which will multibag at some point, i think it's fair to say this is it!

All comes down to whether there's a tech bounce in the US, i suspect. so, not long to go!

Is it ramping to say, after a 30% drop from 54p it's likely to see a bounce into publication of the document to kickstart the US listing?

Its very easy to overstate... at least, in the short term. the fact is that, if the testing proves successful then cirtec will, no doubt, seek to take it out. but that'll depend on the manufacturing costs and how, exactly, they benefit users bottom line. if it's not a cost saver or if it does signficiantly misimise the footprint of the products, there's not much point in ownership. but this will all take time, at best, the rest of the year.

again, it isn't the issue of whether the tech is good or not but whether the company needs funding before 'the good' is realised.

we're getting closer to the deadline for a placing and there still isn't any contract news to mitigate the need for a placing.

get the placing done and then the company can wait for any possible good news regarding contracts.

Still, up is up... publication early next week?

If anyone has any spare cash.

Don't really understand the logic of these sells. at this point, i can only imagine they're 33p placings as there aren't any warrants that have 'only just' been released. but the unwinding of a major investment would take time from 45 > 54 > 40p... hindsight observation, obviously and i don't think anyone saw this coming. it can't even be 'manipulation to get the price low enought for a takeover bid as i can't imagine BoD or retail or anyone else being happy to accept a price at anything below 150 so chipping away at the current price just feels like someone only interested in 20%+ profit and don't care about the future...

Nm

Expect the sp to be hit and then recover, at some point!

Just hasn't been enough buying to counter the sells. most of the spare cash went into the drop on the 33 placing and acquisition news in the pper 40s/low 50.

so not surprising that thee's nervousness from potential buyers atm.

but the official rleease of F-4 and then the vote is going, one assumes, the turnaround and the higher support for the IPO. there is an incredibly small amount of free shares for MKAR so it 'should' see a great week... i just can't see any further selling after the mid point on next week so, hopefully, brakes are off at that point.

And then the broker note with a 60something target!

you can't blame a company for doing its work, getting contracts and rampers saying 'it's worth a £gazillion'. if you bought at 160+ and just watch the sp slip and wasn't just a little bit concerned...

personally, while i thought 150 would be my buy in price, now think 130- 135 is safer. might not every happen but noone lost money by NOT buying just by buying at a premium.

Just didn't anticipate quite sucha savage drop as to go below pre acquisition price.

No message as you have to have something in the main body to post...

Nm

'days away' is serious ramping and very definitely untrue. there's still weeks to go... (that's the kind of ramping that doesn't do the sp any good but is deemed acceptable!

Their chips are at the cutting edge of tech and the ai/tech recovery will see this rocket...

MACOM have had a stellar year and they're not taking these shares to trade them. they're securing access to them... cheap at 60, i'd say.

suspect it'll be over 50 by close but, by the end of the year failing to see how 100p isn't credible...

Again, it's not a deramp to spot the trades... if anyone is deramping, then you'll have to look at where the trades are coming from. and i think you'll have to accept at at least some of the sold shares are coming from folk who will post one thing and do another. i doubt all of the sells are warrants as most of them would have been sold at much higher spikes that the low 40s...

I seem to remember ingrates like you said the same thing when i said 48 looked possible. guess you're just annoyed for having had to swallow some lumps.

looks at the trades... i don't need any more validation than that.

Nm