Member Info for m007j

Typical CBG management, I imagine they are making no effort at all to end the war in Iran and are just focusing on running the business. To make matters worse, I reckon the next time we get an RNS from the company will only be when management have some new information to disclose to investors.

Mobico's Sauid and Bahrain operations account for 1-2% of group turnover. That strikes me as not significant.

JamesOxford has spoken. The facts are immaterial when you are JamesOxford because of his extensive experience of international financials markets as a longtime Metro Bank manager (Oxford High Street) he is able to disregard the facts and bend the future to his will.

Sky high oil prices will hurt Mobico I imagine....

The short position in CBG seems to have largely been closed out. Only 0.8% of shares outstanding.

JMAX, sounds like you are short and it is hurting you.....amaeteur hour.....

For those that want to understand the structure of the industry in which IQE operates, where it fits in and why the industry is booming:

https://x.com/yianisz/status/2027394541351768380?s=20

Riply94 this whole subsector of the semiconductor sector is on fire - it is not just IQE. Check out the share price performace over the past 3 months of Landmark Optoelectronics, Sumitomo Electric, AXT Inc and Lumentum Holdings. These companies have done over 10x. There is no way one poster on X can ramp these multi billion dollar companies. AI is driving huge demand for their products and IQE is in that happy space.

Joseywales - a cautious lass, like most Welshladies

Feels like IQE will really move when the yanks wake up this afternoon London time. The people who made money on ATX Inc (an IQE supplier) in the US (20x in last 4 months) will be all over IQE.

AXT acts as a key substrate supplier to IQE.

AXT produces compound semiconductor substrates (notably semi‑insulating gallium arsenide wafers) which IQE then uses as raw material for its epitaxial wafers under multi‑million‑dollar supply contracts

What about the deal they did with the German authorities?

AXT Inc, a U.S. peer of IQE, closes up another 14pct at an all time high. Bodes well for IQE tomorrow.

Maybe investors are simply waking up to the fact that IQE's end markets are enjoying booming trade and that this should soon translate into into improving profitability. Do not forget that IQE has a very high fixed cost base to profits can soar very fast.

This is what AI concludes about the AI risk to DATA's business model:

AI systems can erode parts of GlobalData’s model, but they can’t instantly replace its whole stack. The threat is real, but it’s uneven. AI can absolutely chip away at GlobalData’s value proposition and bargaining power, especially if it stands still, but “just point Anthropic/Perplexity/ChatGPT at the web and you have GlobalData” is an overstatement. The real risk is margin and growth‑rate erosion over time as AI‑native competitors and in‑house builds nibble away at the easier parts of what it sells.

DATA stock getting destroyed. Maybe there is somthing to all the worry about AI undermining its business model in a big way?

They have woeful operating profit margins because they are constantly running way way before full capacity. If they got closer to full capacity this margin problem would disappear. It seems that demand for data centres and demand from the defence sector could well be a game changer for IQE and move demand for their products closer to full capacity.

The major problem IQE has had is that it rarely operates at anywhere near full capacity. Well this is about to change thanks to very strong demand for its products from data centres (due to AI) and the defence sector (due to booming defence spending all over the world). This is a game changer for IQE given its very high fixed cost base.

AXT Inc is currently valued at 12.7x forecast revenues for 2026. IQE is currently valued at 1.6x forecast revenues for 2026. In order for IQE to have the same valuation multiple as AXT, IQE shares need to rise 8 times from 12.5p currently to 100p.

Globaldata just keeps getting hammered. The selling just goes on - remorslessly.