Member Info for lordloadsoflolly

Soletrader - that’s s really bizarre interpretation.

If a deal had been done, that would be material news and IMM would be legally obliged to announce it without delay. The fact we’ve heard nothing quite simply means there’s nothing to see here. For now at least.

Alessandro - I imagine IQE’s dire track record & its inability to produce consistent growth (let alone profit) is responsible for its current mcap.

And yes, LandMark’s does look bonkers. Course, that doesn’t necessarily mean IQE will rerate from here to narrow the gap. Could equally see LandMark’s falls to a more realistic level.

I’m reasonably hopeful IQE’s SP will be higher once their strategic review is finally out of the way. But I don’t see it becoming anything like a £1bn company. Least, not any time soon.

Why the glum face Zebras?

Hex is moving along nicely. And the SP reflects this.

Maybe time to change your stripes.

Supply disruption will take time to filter down. Doesn’t make it any less real though.

Spot price jump is the realisation of this. Bit like peeps scrambling to secure an energy fix, only to find all the cheap deals have already gone.

It’s like pricing in a future inevitability.

Alessandro - lost count how many times I’ve said all analysts/brokers are a total waste of space - & their price targets should be filed under fiction.

Mazerunner- “Form RNS now showing, big funds buying millions of shares around 20p?”

Er, no. they simply show big funds selling millions of shares then buying most of them back again at a slightly better average price. Imaginatively they call it price averaging.

Bk2011 - agreed. And there’s no guarantee it’ll ever happen.

Conversely if it does - and you’ve been “waiting for a tangible launch” - you can expect to pay a whole heap more.

You pays your money (or waits) and takes your choice.

Troajan - sure.

But that's a bit like saying take the wheels off a Porsche and it's a less pleasing drive.

ID78 - I agree with most of your post. But not when you say “the US economy ….is already in bad shape”.

All relative I guess and yes their national debt is huge. But at least they can still point to decent growth, unlike Rachel from Accounts.

For over a decade, so-called financial experts have been calling the top of US markets, warning of dire times ahead. Fortunately for my pensions I totally ignored them. In fact, one of the best financial decisions I ever made was to switch my pension funds out of Europe & into the US back in the early noughties.

Gotreal - “irrelevant”

But enough about you….

Several other companies I’ve invested in over the years have conducted similar reviews and none has taken anything like this long.

So yes, I do speak from experience thanks.

Never known a strategic review take this long.

When it does eventually come out, the RNS had better be good.

Tigtig - “Simple maths 50p is my opinion”. “I have been sitting on this for weeks now and know from research news is coming”

For “simple maths” read guesswork.

For “from research” read browsing the RNSs.

Yes, we could get to 50p. But basing ANY decision on Tigtig’s “detailed” research / city chums / reading of the tealeaves is simply asking for trouble (nudgy nudgy).

You’re both missing the point. Comparisons of revenues & profits relative to sector competitors ARE relevant. Far more so in fact than comparing market caps alone.

As I’ve said before, valuations are meaningless without comparing revenues & profits of each competitor.

IQE isn’t about to quintuple (which is what it would take to be a £1bn company.

But if the next TU confirms sales & margins improving, it could double this year from current levels.

Yeah. I think the NDAs etc are more to ensure Opti safeguards its own IP, rather than protect the identity of partners it’s working with.

I know SOH has been twitchy about revealing partner details in the past. But maybe things have progressed sufficiently since for them to name

GoTrader - “If Lombard thought it was worth well over 15p they would swap debts for shares.”

Unless of course they read the same “Trading for Dummies” manual as Canaccord, who managed to reduce their holding significantly around 7p - & again at 9p.

Well done chaps! Trebles all round. Oh - and here’s your P45s.

FS - don't think that's the case. Their 4 March 2026 reply states:

"We have got down to a lot of granularity with some partners for their applications. For example, the beverage manufacturers require SweetBiotix to remain stable and not show any deposits for 1 year in a pH of 2.5 (Coca Cola and Pepsi classic) or a pH of 3 for Coke zero and Pepsi max - with Pepsi max slightly more acidic than Coke zero)..... The key now is to get product manufactured reliably so we can share a scaled manufactured product WITH THESE PARTNERS (my caps)."

They also said on 22 February 2026: "One of the large beverage companies has been particularly supportive in making the recent improvements and remain closely involved."

To me, this clearly implies some of the big brands SOH mentioned remain engaged.

I know Aquae urged caution still, questioning whether anything the company says can ever be taken at face value. And he has a point, as results so far have fallen woefully short of most of their forecasts. But I doubt they'd post something like the above on their corporate site unless it was factual.

PI - last thing I’d want right now is a takeover approach.

Think there’s still far more to come & would want any acquisition to be from a much higher base price.

Much bigger spread than normal currently - Bid 32.5p. Ask 34.5p. I expect that to narrow soon, probably in holders’ favour.