Member Info for m007j

Well done Liberty2, that is quite an achievement this time of year.

Tullow getting crushed today..........

ChatGPT says IQE and AXT Inc are exposed to the same end markets:

"So from an industry‑structure / business‑model perspective they are closely related and exposed to many of the same end‑markets (RF, photonics, datacom, etc.)".

So if AXT has had this dramatic re-rating surely it is only a matter of time before we see the same happen at IQE?

Aimtitan, is IQE in the same space as AXT Inc? Because there are very many sub-sectors of the semiconductor sector.

NiharRoy, are you trying to take over from Chid - he is the king of inane commentary. However you are certainly becoming a challenger to him on this front.

Weight loss drugs doesn’t mean people don’t eat!

But they do eat less right?

You are never wrong NiharRoy. That is why you are such a great investor.

Totally agree with you NiharRoy! Management should put an RNS every time the share price falls!

Greggs is a prime candidate for a UK memstock. Massive short position and a much loved national brand. The hedge funds could end up suffering great pain which the company announces results.

The shares are getting crushed

Maybe investors are worried about AI potentially impacting the company's business model after all it is a B2B info provider:

https://www.msn.com/en-us/money/markets/relx-wolters-kluwer-shares-plunge-on-ai-competition-fears/ar-AA1VzPlu?ocid=finance-verthp-feeds

Market makers trying to hold this back the way they did yesterday. They will fail.

"The agreement will support a long-term sustainable business going forward". A sustainable business is by definition a profitable business.

"The agreement will support a long-term sustainable business going forward". This means only one thing - the German business is going to be profitable from now on, this is huge! Game changer

Shorters being hurt badly

Feels like good news is on the way. Hybrid bond has rallied from 50% of par to 67%.

There is zero chance of this stock delisting.

The sector is only just starting to boom:

https://www.reuters.com/world/asia-pacific/samsung-sk-hynix-warn-squeezed-chip-supplies-pcs-phones-due-ai-boom-2026-01-29/

Can anyone find evidence of the "recent press speculation in Germany" and what exactly it is speculating?

We need Knot to tell us the significance of this tender offer. Sadly it seems he distanced himself from this messaging board, I hope it is not something I said.

Cheapsharesboy, thank you for stating the obvious.

CBG stock down to nearly 500p again. And what are management doing about it? Nothing. Radio silence. Probably just focused on streamlining the business and getting costs down in order to improve return on capital. Useless. They should be out stopping the selling. In fact, the selling of CBG stock should be forbidden. It should be in the company's articles of association. Shareholders can only buy CBG shares but are forbidden from selling them. That would get the stock price up. What do you think about suggestion that NiharRoy?