Member Info for lordloadsoflolly

Net - you can’t even take an “educated gamble” here at the moment. Just an out and out punt on whether more bad news will follow as the investigation proceeds.

Given how things have moved on between Friday & today, I suspect there’s still more to come out of the woodwork.

Personally I wouldn’t touch this with a bargepole right now. The CEO has clearly either acted fraudulently or with gross negligence or both. And I doubt we’ve heard the last of it yet. These sort of people tend to be serial offenders until they’re found out.

Aquae - Opti’s timing of its SBTX sales may not always have been optimal.

But from the prices they achieved in recent reductions, there was likely an element of judgement involved. Plus maybe a dollop of luck!

Fact remains, had they held on as many were advocating, they’d be sitting on a larger slice of a much smaller pie by now and would be far worse off overall. Let’s not forget, Opti invested way shy of a million in SBTX and have already recouped that many times over. Sure, they could have financed via multiple placings instead. But if you think Opti’s current SP is woeful, imagine what it would have been like had it gone down that route, whilst simultaneously seeing its SBTX stake tank in value.

Supra3 - agreed. I’ve suggested this MANY times already, but still they reply to bagzz which just prolongs his drivel.

Do us all a favour folks - simply filter him & any others who contribute nothing useful. I did this long ago. And amongst all the green boxes, what’s left is actually useful or at least thought-provoking, so worth reading.

Not sure why anyone would want to catch a falling knife ATM.

The story has already deteriorated markedly between Friday & today. These things have a habit of coming out bit by bit in the wash.

Yes, you might just be lucky & call the bottom. But way too risky for most investors. Pure gambling right now.

Trek - I’ve been tempted to dabble with Mendell. But it’s repeatedly talked of a move from Aquis to Aim (for more than 18 months I believe), yet has never followed through. Each time the option to do this is about to expire, they simply extend it.

I believe a transition to Aim is needed for any significant Mendell re-rate, but it’s anyone’s guess if/when this will ever happen. And Aquis shares are SOOOO illiquid it’s untrue!

Wasn’t so daft selling down their SBTX stake after all! Those claiming it would-have been better to hold on to a larger slice of the Skin pie might now care to explain exactly how that works.

The SBTX debacle could give Opti some short term future funding headaches, but my sense is the drop here remains overdone.

This morning’s RNS makes Friday’s look totally implausible & misleading.

On 13th, the issue was limited to SA’s conduct (no mention of financial irregularities). Then over the weekend following hus resignation/sacking, they suddenly unearth misstated royalty revenues. Yeah right.

Span - confession time: haven’t been to church in ages - filtered the Old Share Devil months ago & never looked back.

Heaven!

Syn00 - as you rightly point out, Tim can’t disclose anything market-sensitive.

He’s also not been a terribly reliable barometer for IMM up until now (putting it mildly).

Same applies to Lisa, Stout.

So whilst you may both find these personal calls & chats with the “big” cheeses comforting, I personally wouldn’t read ANYTHING into their attempts at reassurance.

Tigtig - I’m not convinced you understand the meaning of the word “ambiguous”.

Tim stated unequivocally that 2025 was to be the transformational year of delivery. No ifs, no buts.

Transpires that was a total misrepresentation. Some might simply say a lie - I couldn’t possibly comment.

Jaari - as I’ve already said on advfn, IQE is NOT - repeat NOT - a chip producer. Let alone one seeking to overtake Nvidia.

Not sure why you’re seemingly struggling so much to understand this basic fact….

FS - yes that remains a mystery, as I believe those annual payments kicked in from 2020/1 FY.

The conspiracy theorist in me wonders whether it could be a deliberate ploy, keeping Opti out of the market with a relatively modest $100, 000 annual sweetener (no pun intended!), whilst the partner develops their own alternative.

Hopefully reality is something far less sinister though….

OldShareDame1 & Onetomany both filtered for being beyond childish & totally irrelevant.

This BB is swimming in green boxes for me now & isn’t worth wasting further time on.

I’m out of here until we get a deal RNS (which may mean forever, given the CEO’s track record).

Bye.

Jenforluck - There really is NO point in contacting Lisa for an update.

She can’t reveal anything market-sensitive, so will at best issue the sort of non-committal platitude you got.

Bigdaddy - everyone knows IQE needs more cash for its long term survival. Not sure why you keep banging on about it really.

The fact its bank remains supportive rather than cutting its losses & refusing to extend their covenant suggests they see a solution. Whilst they may have changed their loan terms (I haven’t checked), they wouldn’t carry on lending at all unless they felt IQE was a decent credit risk still.

I won’t engage with you further, so no need to reply. Though I suspect you’ll want to anyway. You strike me as that type.

Broomtree - yes, forget the moonshine for now!

The trouble with timescale slippage that isn’t fully explained by management is that it creates doubt.

There’s a different version of it that’s been rumbling on at Mendell Helium for over 18 months now. A move there from Aquis to Aim would doubtless boost its SP. But it’s been on the cards since the summer before last.

Yet each time an option to conclude the move is about to expire, they simply renew it for another few months. I suspect it will eventually happen (just as I fully expect imminent first production at Hex). But the intervening unexplained delay causes SP drift at best. And in the case of Mendell, far worse.

Bigdaddy - I disagree & am expecting thus year to be significantly more positive for shareholders than last. Not that that’s hard.

Bigdaddy - last year that looked an outside chance. Now, with their bank on side and sector demand picking up, I’d say it’s highly unlikely. Short term at least.

Anxiety - I’m not ploughing any more into IQE. Nor would I consider investing in the metal sector currently.

But thanks for your concern.

Pebsi - Tim repeatedly guides on supposedly imminent game-changing events. Only to backtrack when they - predictably - fail to materialise.

He’s done it here. He’s done it at Incanthera.

And he tends to use nudge nudge wink wink interviews to do this, Possibly as he might be held personally liable if he came up with the same guff in an RNS .

Call it what you will. You say it’s not lying. Others might beg to differ. Me? I couldn’t possibly comment.