Member Info for m007j

Firepower1 how low could this go? You seem to really understand this company, I imagine you went to evening school at London Business School (running your minicab during the day such courses allow the lower orders to gain an education) where you did a masters in international finance. Perhaps started a PhD in the subject.

Firepower1 can you and your minicab driver mates do something to stop the share price falling further?

Firepower1 warned us. But we did not listen dismissing him as an idiot because he works as a minicab driver and is clearly from a low social strata given his limited vocabulary. Well he has been proved right. He is a sage. I want to be you Firepower1 when I grow up (minus the council estate vibe of course).

RBC CUTS MOBICO GROUP PRICE TARGET TO 25p (FROM 30p) SECTOR PERFORM

Another reason why the stock is down today.

Mobico is a strong cash flow generator but the stock keeps falling. Feels like Firepower1 and the hedge fund he runs with this fellow minicab drivers is shorting the stock.

Mobico Free Cash Flow (After interest) Broker Forecast for 2026 to 2028

2026F: £79m

2027F: £122m

2028F: £120m

Given the current market cap is £120m, the shares look good value.

Why are the FCA leaving it so late. Pretty much last possible date in March and also yet to make a decision?

The FCA said in a statement to the FT: “The courts have provided clarity that the law was broken. We have yet to make final decisions. But when industry and investors have called for certainty, and law firms for timely compensation, it would appear rather contradictory to then seek to delay and drag this out further.”

Yet to make final decisions.

I blame CBG management for today's fall in the share price.

Gosh firepower1, I never thought about it like that, your logic is so strong. You are not your average minicab driver

NiharRoy, what is your view of the CBG management team. Do you trust them to adequately navigate CBG once the final terms of the redress scheme have been published?

NiharRoy thank you for that in-depth piece of analysis regarding the Shore Capital upgrade today. Due to the sheer force of your argumentation and your track record on this chat which has shown you to be a top rank financial analyst I will now sell my shares in CBG. However I will continue to read this discussion board in order to have access to your invaluable views.

Shore Capital lifts Close Brothers to 'buy' from 'hold' - target price 495 pence

I guess that is driving the share price higer today.

Firepower1, your confidence has grown and feels almost Churchillian. You know what needs to be done by Mobico but will management listen to you? If only you could be CEO, you would sort it out, you would course correct this rudderless company. I look forward to following your wise updates in the days and weeks ahead. We live in very uncertain times, we need visionaries like you in such times. It is great that you post your wisdom here (when you are not running your minicab of course).

I wish I had listened to firepower1, he warned that this stock was as in trouble, but I just made fun of him for his low culture and poor education. Yes he is a minicab driver but he has seen the world and knows a thing or two. And that counts for something in this crazy world.

Tell us firepower1 (once you have finished your latest airport run) what will happen next?

Given the uncertainty in global markets at the moment will the Treasury allow the FCA to hammer UK banks with a redress scheme that is anyway on very shaky legal grounds?

Firepower1, should you not be out on a minicab run to the airport instead of posting here, airport fares can mean a double rate for minicab drivers

Why IQE is unusually “clean” for Nvidia

Compared with these alternatives, IQE has several attributes that make it a particularly neat strategic stake for Nvidia:

Pure‑play InP photonics angle

IQE already markets its 6‑inch InP laser platform explicitly at AI/datacenter optics; that’s exactly where Nvidia’s bottleneck lies.

US onshoring lever

IQE's Greensboro USA plant expansion gives Nvidia a CHIPS‑friendly, US‑based MOCVD/MOVPE site to point to, unlike many Asian competitors.

Controlling stake is feasible

IQE’s market cap is relatively small; a few hundred million dollars could buy a transformative stake, whereas Sumitomo/Win are much harder to move the needle on.

So yes, there are other companies Nvidia could back that do broadly “what IQE does” (InP/compound‑semi epi and wafers), but IQE is unusual in combining: strong InP photonics positioning, meaningful yet affordable scale, and a US expansion project that dovetails neatly with Nvidia’s AI and supply‑security agenda.

Perplexity AI thinks it makes sense for Nvidia to strategically invest in IQE in order to secure supply chain control and capacity for indium phosphide (InP) epiwafers critical to AI data center photonics.

Strategic Rationale

Photonics Supply Bottleneck

IQE produces InP epiwafers for DFB lasers and PIN photodetectors used in high-speed optical interconnects (e.g., co-packaged optics / CPO) for Nvidia's Blackwell/GB200 platforms, where bandwidth demands are exploding amid inference scaling. With IQE's 6-inch InP ramp targeting datacom/AI, Nvidia could lock in priority output to hedge shortages from Asia-heavy rivals like Sumitomo.

US Onshoring Alignment

IQE's $305M Greensboro, USA expansion adds MOCVD capacity for InP/GaN, tying into CHIPS Act grants and US manufacturing—mirroring Nvidia's $500B domestic AI push (TSMC/Samsung factories). A stake funds capex while giving Nvidia US-sourced wafers for sovereign AI/defense adjacencies, reducing China/Taiwan risks.

Precedents Fit

Matches Nvidia's upstream playbook: stakes in CoreWeave/Nebius ($2B+), Nokia ($1B networks), Intel (214M shares), plus photonics plays like rumored Coherent/Lumentum ties. IQE (~£200M mcap, strong Q1 2026 order book) offers asymmetric upside at low entry cost amid its strategic review.

Capex/Upside

IQE's AI/data center revenue momentum (£97M FY25) needs funding; Nvidia gets cost edges, IP access, and influence over 6-inch scaling vital for 1.6T+ Ethernet in racks. Win-win if executed as equity investment with offtake agreement.

Firepower1, based on your expert opinion as a minicab driver with 2 GCSEs, do you think Mobico shares are likely to fall further?