Member Info for Mikey279

£1 this year IMO

Selling started from around £1.90 iirc, see Philippe's buys around low £2s several months back, small resistance around 85p, big resistance around £1.25 then £1.90

All IMO

Great news, looks like the prints Fri were a 2nd seller, going under 3%, Morgan Stanley increase and Phil doubling his holding

Bottom in and sharp reversal time IMO

Low £s for me short term, looks an easy one

All IMO

Reminds me of IGR a few years back, think it was 50p or so to over £2 again, similar conditions due to seller etc

took a bunch at 40

All IMO

Think you're completely missing the point here:

" potential to unlock an estimated US$500 million of new renewable developments, equating to a total generation capacity of circa 500MW from wind and solar projects"

default finance, not trading

Worth an additional 50m on the mcap alone IMO

And a TR1 increase.... nice

Yep reversal confirmed....

Lombard Odier's willingness to extend up to c.£15 million via a convertible loan note with a conversion price of 15p per share (the "Proposed Financing") is a strong demonstration of Lombard Odier's confidence in the embedded value within the Group

They wouldnt go for that if they didn't believe it's worth at least 20-30p

All IMO

First gap to 15p conversion

lets see

All IMO

But no cash and how long until production?

Looks like a pre p pump to me….?

All IMO

Hard to tell but breaking the year low floor makes uncomfortable reading

89 is next strong support, below that then it’s carnage

Should recover in long run though

All IMO

Looks like 89p is the double bottom

All IMO

· Flathead formation tested 55.2% hydrogen in gas sample isolated from drilling mud, in contrast to formation gas sample tested 0.7% hydrogen.

some contrast..... expecting all time highs this week

All IMO

No reason this shouldn’t be in the 30s-40s already on the hydrogen alone let alone the 1.6x higher

All IMO

Primed to head back to £1 this side of the year IMO

you dont put in £250k open market on a whim

Interesting, near £170k)?) or so of buys in open market past 2 days

On the flipside lombard are happy at 15p so i guess it'll float around there until further performance updates

will need stronger TU's for anything else IMO

Just 2 months ago:

IQE delivered an improved performance in H1 and year-on-year growth is expected in both revenue and adjusted EBITDA for FY 2024. With some markets remaining in recovery in H2 2024, performance is expected to be at the lower end of the range of analyst forecasts for the full year1.

1. The analyst range of expectations for FY 2024 revenue are from £130.0m to £153.7m and for adjusted EBITDA from £11.1m to £16.6m.

Lower end....?

£115m and £5m

What are they doing....?

Revenue for the Full Year 2024 is expected to be broadly flat year-on-year, resulting in around £115m. In line with the rest of the industry

In line with industry but 33-66% down on own ebitda estimates