Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
increasing volume increases profit greatly as costs are fixed
shorters closing?
Ennismore Fund Management Limited 2.29% -0.01% 27 Aug 2020
JPMorgan Asset Management (UK) Ltd 0.69% -0.04% 4 Aug 2020
ODEY ASSET MANAGEMENT LLP 1.69% -0.04% 6 Aug 2020
Only 10 shopping days to results
https://uk.advfn.com/cmn/fbb/thread.php3?id=40553128&from=31722
See Dave sweeney summary of prospects on ADVFN website today.
sweenoid14 Aug '20 - 07:36 - 31740 of 31746
Dave Sweeney comment on ADVFN site today;
sweenoid14 Aug '20 - 07:36 - 31740 of 31744
0 16 0
I am fully aware that my posts have become excessive, There has been much ‘partner’ news , hence the voluminous posts. Reporting has finished so this is me done till September.
So let me summarise the current situation, as I see it.
1 Our Gallium Arsenide business ( wireless) is in robust health, our 2 main customers Skyworks and Qorvo beat Q2 and both issued BULLISH forecasts for
Q3 and Skyworks for the entire H2 . Revenues in 2020 and beyond WILL be driven by demand for 5G enabled smartphones, with their INCREASED COMPLEXITY AND INTEGRATION. Amazingly, Qorvo told us that in the last 1/4 60% of smartphones sold in China were 5G, the rest of the world will follow, and Skyworks expect 500million 5G smartphones sold in 2021, and 1 BILLION in 2022! I expect at least DOUBLE the revenue per 5G smartphone with IQE’s new integrated and advanced new Power Amplifier contribution over 4G with the mouth watering prospect of inclusion in the switch and filter components later on. Of course a vast % of those 5G smartphones WILL also have 3D sensing too ?
2 Our infrared business is doing extremely well, mainly for US military uses, our key customer there, Raytheon has a HUGE ORDER BACKLOG and is positive in outlook for its military business way beyond the end of 2020 ??. My own estimate is that the infrared business will far exceed current company growth predictions for 2020 and then again in 2021. ( even under the Democrats if they should unseat Trump) .
3 Our Indium phosphide business is RESURGENT , 2019 was a disaster because of customer woes ( particularly Macom but also Lumentum) 2020 has so far been the opposite- HIGH GROWTH on the back of data centre demand, ftth ( fibre to the home) and 5G infrastructure build. Lumentum comments re the robust nature of their indium phosphide business, so much so that demand exceeds supply says it all, doesn’t it. Multiple companies are making incredibly positive comments on their laser business, witness this companies comments, which eloquently summaries the positivity in the markets we serve, concentrate on the market and its prospects rather than the company...who we may well service ??( 25G lasers are a particularly big market for us)
hTtp://www.semiconductor-today.com/news_items/2020/aug/aoi-110820.shtml
4 Our GAN on Silicon and more particularly GAN on Silicon Carbide business is gaining traction based on the huge infrastructure build of RF base stations for 5G, we know from Himax that ‘tens of hundreds of millions of RF towers are being built in China alone. ( read that ridiculous figure again- it’s not a typo, it’s happening).
5 We ALREADY KNEW that our VCSEL BUSINESS IS GOING GREAT GUNS , from the comments from AMS, TOF and it’s advanced version , and WLO ( wafer level optic) demand is high , LIDAR is an exciting product already included in the new iPad Pro and shortly to feature in the to
Market likes lumentum results - big IQE customer
Market Summary > Lumentum Holdings Inc
NASDAQ: LITE
94.04 USD +6.02 (6.83%)
11 Aug, 09:33 GMT-4 · Disclaimer
answer given on ADVFN chat by sweenoid - no we don't. We make compound wafers they are making chips from silicon wafers
BOPD go to ADVFN website and look at comments there especially by sweenoid he is v comprehensive in his research and posts.
I think he needs price to be above 44p to make a profit. He buys them back at 44p and they are trading at say 50p at that time if he then sells he makes 6p per share.
Thank you - could you give us part of the link so we can find it ourselves please.
what was the amount of the award? Were costs added?
Results on Tuesday
Funny
I couldn't sell 10k at 30.25 half an hour ago then 1.9 million bought at 30.8
Christmas comes early
Coltrane only have 20.4 million shares to buy to clear.
Steady decrease % short Date changed
Coltrane Asset Management, L.P. 2.63% 7 Feb 2020
Coltrane Asset Management, L.P. 3.22% 6 Feb 2020
Coltrane Asset Management, L.P. 3.78% 4 Feb 2020
Coltrane Asset Management, L.P. 3.87% 3 Feb 2020
Coltrane Asset Management, L.P. 3.99% 31 Jan 2020
Coltrane Asset Management, L.P. 4.06% 28 Jan 2020
Coltrane Asset Management, L.P. 4.28% 24 Jan 2020
Coltrane Asset Management, L.P. 4.32% 22 Jan 2020
Farruggia
You seem to be well informed about the number and state of readiness of the Newport reactors. Are the details you give definite and what is the source of this information?
Sorry to be a pain in the ar..
i saw another company reported to be doing well in emerging markets earlier today
Interesting to see how the share price can be manipulated up and down to such a degree on no news.