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A 100% increase today Steve?!?

Good shout! It was a minor miss though.

Artisan Partners added considerably to their holding

I don’t think it has doubled its profits. It nearly hit £1b PBT a few years back.

My IG account shows the same price as HL and Barclays

Google must be off for some reason

Xfab another big run today

Iqe not following

Surely the earning release did some damage here

Not to mention Lumentum up 15%

What’s going on here?

Sivers up 60% today alone.

Marvell up 30%

MACOM lingering below $400

Why IQE is sitting at 50p? Has this dog been left out alone by the big players?

Dawn what price will make you break even?

I was expecting a RNS

Never been invested in a stock going through dilution, I did not want to miss the price action (if any).

… and what?

Will the issued shares be admitted to the market today?

Is the bull run over already?

Took the chance to offload a few. I’ll sell more on volatility and back in if outlook improves, especially around margins.

Surprising opening!!

Revenue for FY 2026 is expected to exceed 20% growth year-on-year, with strong order book visibility into H2. This is expected to result in a high-single digit to low double-digit adjusted EBITDA position.

EBITDA (I shall say adjusted EDITDA) was not that great and that’s increasing only by about 10%??

Not to mention the 300m shares have not yet hit the market. That’s priced in but perhaps not to the full extent.

Lots of qualification work being done which is lengthy and likely to tie in “tier 1” customers for a long run.

However, given the high price we paid via dilution, projecting revenue beyond 2026 was matter of fairness rather than curtesy.

All we know is revenue is up 20% from a rather disappointing year.

Disgraceful.

As AI server racks scale from hundreds of kilowatts to over 1 MW, traditional facility power systems become insufficient. To solve this, the industry is transitioning to 800 VDC distribution, which minimizes copper losses and heat generation.IQE is directly involved in this ecosystem through the following initiatives:GaN Power Platforms: IQE partnered with X-FAB to launch and mass-produce European GaN power technologies designed specifically for data center and automotive markets that demand 800 VDC systems.Ultra-High Efficiency: These specialized semiconductor wafers allow data centers to bypass inefficient, repetitive voltage conversions, drastically reducing overall energy footprints.For more details on IQE's role in supplying semiconductor substrates for the 800-volt market, visit the IQE website

I’m not sour at all just stating facts about the comparison of RR vs IQE.