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Still pains me that investors in this country don’t understand how to value technology, why do you think all the tech companies list in the US, capital of share growth enables them to thrive while UK tech gets bought by them and the US dominates. Same will happen to IQE in near future, but it will go to £2 or more soon

Also love the Tower CEO statement. Scale!! AI data centres, look how much google, Oracle and SpaceX etc are borrowing to build them. They all have to switch to Photonics…Economics 101, too much demand too little supply (but IQE have capacity) and a moat of years as this technology and plants take years and patents, IQE will be a major player. Dyor

So anyone who thinks I’m wrong about £1+ within next week, watch today as this will be over 65p perhaps higher today, then reappraise the £1 this week as likely. All the funds that understand how key IQE is to the supply chain for AI will buy heavily today as IQE is cheap as chips compared to peers!

By the time investors realise photonics is essential for AI scaling, the supply chain winners may already be repriced.

$IQE just strengthened its position with Tower Semiconductor⁠, one of the world’s key semiconductor foundries. Follow the wafers, not the headlines.

I believe there is about to be a pop upwards moving into US opening

From IQE. 20%+ and the plus could be ++ and all I have read about AI and how Photonics are now fundamental or power usage will kill AI growth means IQE is uniquely placed as it takes many years to add capacity for what they are leaders in with about ZERO defect rate so they can be relied on!

Normally very conservative! PS of less than 5 and PE around 40 with hyper growth likely as all AI data centres will need to move to optical and there WILL be supply issues for IQE markets sonIQE will have strong demand

Less obvious the last one but Osram, but I see full take out within 2 years one of these buying IQE. :

* aggressively pivoting toward “Digital Photonics”

* strong optical semiconductor positioning

* already active in VCSELs, emitters and sensing

* European semiconductor champion ambitions

* could use IQE’s epitaxy and compound semiconductor expertise

ams-OSRAM is actively trying to reposition itself around AI optics, sensing and photonics infrastructure.

As AI models scale, traditional copper-based data transfer is hitting hard limits on power, heat, and speed. The next generation of AI infrastructure is moving toward photonics — using light instead of electricity to move massive amounts of data inside and between data centres — because photons can carry far more information with dramatically lower energy consumption and near-zero latency. Even NVIDIA has highlighted that future AI factories will depend on optical networking and silicon photonics to keep up with exploding compute demand. That shift puts companies like IQE in a critical position, because the advanced compound semiconductor wafers they manufacture are essential for the lasers, optical chips, and high-speed transceivers powering this transition. If AI is going to scale from billions to trillions of parameters efficiently, photonics isn’t optional — it’s the infrastructure upgrade the entire industry will rely on.

Could get very interesting very quickly this..

As AI models scale, traditional copper-based data transfer is hitting hard limits on power, heat, and speed. The next generation of AI infrastructure is moving toward photonics — using light instead of electricity to move massive amounts of data inside and between data centres — because photons can carry far more information with dramatically lower energy consumption and near-zero latency. Even NVIDIA has highlighted that future AI factories will depend on optical networking and silicon photonics to keep up with exploding compute demand. That shift puts companies like IQE in a critical position, because the advanced compound semiconductor wafers they manufacture are essential for the lasers, optical chips, and high-speed transceivers powering this transition. If AI is going to scale from billions to trillions of parameters efficiently, photonics isn’t optional — it’s the infrastructure upgrade the entire industry will rely on.

27% up in US trading!

Crazy up and down 25p - 72p, placing, key customer buy in and down then up. I do think there will be a merger or acquisition soon and that was the reason to clear debt levels. I see a rush back to 70s and have bought more today

It’s what I expected, sold 25% yesterday will buy all back if falls 25% or happy with the other wins from increase. Just sensible after doubling or in CWR case 4x in such short time It’s what I expected, sold 25% yesterday will buy all back if falls 25% or happy with the other wins from increase. Just sensible after doubling or in CWR case 4x in such short time

Nothing to discuss as no news released and one of recent ones is uk government investment. It still doesn’t mean a chat board about ITM becomes a politics board.

Justin et al. Provide news please or this is just nonsense board that used to be really inciteful!

I will stay invested but more likely to switch to Ceres Plug or Bloom who actually seem to play in the world economy and so don’t get this Reform talk crap!!!

Justin, first just thank you for being available and for your information.

Simple question that I don’t expect a full answer here. Is the company aware just how key it is to continue the flow of news into the public domain? Not just announcing the amazing “NATO” news and government investment, but just a continued flow of news around contract wins, progress with ongoing deals etc, but not waiting with store of news at time of results etc. The most valued and highly capitalised stocks on the Nasdaq are great at regular news flow, they don’t wait. This also reduces short interest as they can’t FUD the market when positive news flows so regularly.

And much much higher in next years.

Bloom is valued about £60billion. ITM just from the NATO contract could achieve revenue close to what bloom does today and that doesn’t account for the huge volume of new deals expected thanks to ITM now being a national security important company for MULTIPLE governments or the ongoing pipeline or the current business stream.

Add to this no risk with huge cash reserves, so 60x share price over next years is VERY possible if indeed no likely.

So Shorts are crapping themselves. Hold your shares, buy more, it will keep rising and very fast soon!

Just MY views, so your own research and risk your own money!!

Is that in the last 2 months the number of interested investors, funds and potential customers in ITM and synthetic fuel for national security and energy independence reasons has increased by 100s of not thousands of %.

3 years ago it was, Hydrogen? Really, it will never work.

Now governments, NATO and the funds know it’s essential.

This is the year the REAL investments and excitement and commercial contracts explode (no pun intended)

Genie now out of the bottle and £4 will come quickly because of the shorts who know all of this and need to move on.

Good luck!

This is now critical infrastructure to government, NATO and over time the entire airline industry.

Remember this post when the next RNS is released ( not the number of shares in issue ones 😁 )

Bloom energy is showing the speed this will jump when the contracts are announced and they will be announced. Those that know the C-level people and listen carefully in recent events understand just how good this year is going to be…

BUT make your own mind up. I continue to add

Www.bbc.co.uk/news/articles/c86d9v28qxxo