Member Info for Qd22

This has come a long long long way down. Any thoughts on why so far?

Rivaldo, sorry to be off topic, but what do you think of FTC now? You said this when you sold out last August: "FTC will remain on my watchlist. When the outlook is better - which may be a while away - then hopefully I'll be back as I think the prospects going forward remain interesting." Pardon me everyone!

For free? No price mentioned: looks like they just picked them up and walked off. A steal! Seriously though, it's good to see them on the trail again. Good news, I am sure.

Thanks, Rivaldo. It may seem lonely out there but we are listening! :) Glad I bought.

Good news - clearly this IP has a future. As usual, IQE is cornering the IP.

Https://moneyweek.com/dont-fear-the-short-sellers-they-can-get-it-wrong-too/ RPC named as first of 3 examples.

Painful...

In for a penny..... - make it 3. :) But it's interesting that they've bought Diamond wood China. I think they lost a case against them some time ago: it was all part of my concerns about what we were not being told. I suspect their legal (licensing?) agreements were badly drafted and they lost the rights to sell worldwide except Europe: but I do know nothing. It looks like they've paid the ransom, er, I mean bought out diamondwood to get the rights back, in what they feel is their most promising market. Pure, pure speculation, based on what I very vaguely remember I was concerned about years ago. I could go back and check my old post, but they wiped them all and started again.....

...or so! That's not really fair: 18.5% is pretty good. I shall be keeping a closer eye here now, though: especially once the new plant is running. Any idea of when that is projected to be?

...would be nice. Due a T/U by the end of March. They've been updating on the claim against the machine suppliers, but not on the progress on getting them working?!? I want to know how production is now going.

And Investors Chronicle have just reiterated their 'Buy' recommendation. "2017 was one of the most productive years in Breedon�s history, so it is surprising that its shares are trading at a price/earnings discount to peers, which implies share price upside of 24 per cent, based on its historic average relative to the sector. Buy."

Thank you Londoner7, very useful. Breedon has been good to me. And the management seem very competent.

Thanks for that bit of analysis, Rivaldo. Put it nicely in perspective.

Company buying back its own shares. I like it. They know their own value.

...look great to me, with solid growth across all divisions. Only concern is the slowing down in China. Nevertheless it's a big world, and China always makes me nervous.

.....there is an interesting RNS which no one seems interested in.

I think this is really important: it dates from a January 2013 FT article when IQE took over Kopin Wireless. https://www.ft.com/content/34fcae1a-5b3f-11e2-9d4c-00144feab49a The most important part can be summarised as follows: when IQE took over Kopin Wireless in 2013, the point was specifically made that it 'capped a series of strategic acquisitions that largely remove the risk to IQE's business from a manufacturer such as Apple or Samsung changing their chip supplier'. According to Drew Nelson, the chief exec, "IQE's strategy is to supply everybody in that supply chain. The only piece of the jigsaw we were missing was Skyworks. This transaction that we have just done with Kopin gives us the final part of this jigsaw." According to the article IQE (or possible Kopin, it's ambiguous - but irrelevant after the takeover) 'has supply agreements with 15 wireless chip makers used by smartphone and mobile device makers'. I've heard no news that the situation has changed, that they've come out of those supply agreements, which makes their position is much stronger than commonly painted. This also says to me that IQE management have been very carefully and strategically laying foundations for a long time: they have been following a clear business strategy. On top of that they have been accumulating IP. And as we should all know VCSELs are just one part of the photonics division, which is just one part - not the largest - of what they are doing with these wafers. InfraRed, for example, is coming along nicely, grew revenues by 19% last H1, and could be set to rocket. No chance I'm selling.

"Completion of Acquisitions Gama Aviation Plc, the global business aviation services provider, is pleased to announce that its acquisition of Hutchison Whampoa (China) Limited's 50% stake in Gama Aviation Hutchison Holdings Ltd, and its acquisition of Hutchison Whampoa (China) Limited's 20% stake in China Aircraft Services Limited have both successfully completed today." Does anyone know if these are now wholly owned?

Agreed, Rivaldo. This could be HUGE. And it makes you wonder just where else this technology could be applied. And how deeply into healthcare, into coordinating treatment and resources. Very exciting.

And the spread is narrowing enormously. Getting interesting.