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Holy crap 2.1gwh data centre!

Are you kidding.

Huge!!

NVDA earnings and just ignited photonic market again, the bull case is very much alive.

Hope no one got shaken out.

US rare earths flying yesterday on China news.

Good for RBW.

Thanks tiger.

Yes make no mistake it is transformational and not reflected in the price yet.

Remember IQE recently tagged 70p with massive debt concerns and worse, this has now all been lifted.

So on that train of thought companies like NVDA for example investing into LITE is bad for LITE?

Do people think before they type.

Ofcourse it is incredible news for IQE.

You have an opportunity to buy IQE at a 50% discount to what it was a month ago but with MACOM sitting on the board and debt wiped.

IQE is arguably one of the most important companies in the west for AI CPO build out, huge things happening over next few years.

Do your own research.

News out “ China plans to impose mining controls on certain strategic minerals to ensure supply security and protect the finite resources.”

Time to throw kitchen sink at REE companies again? RBW sure looks cheap here.

EU wants to stockpile rare earths!! RBW time to shine.

The issue is cash again as they will need to come to market again.

All be it a very positive RNS long term.

Good RNS but is that nearly most of their cash runway spent already? Which means they will need to come back to market soon?

Yea big reversal in US photonic companies yesterday, expect things to settle.

Worth noting 80million shares traded yesterday, the entire placing volume is 70-80million. Placing overhang is about to clear and these super low prices will not last long.

Large holders will sell what they are allocated before they get their allocation because now when they get their allocation on official listing they have the same holding but a lower entry.

This is actually bullish looking forward as it means most of the shares have already hit the market.

MTSI loaded a big sum into this and are now on the board this is all stock that will not be sold.

30-40p is likely the low as you are looking at a £billion company if they ramp up effectively.

Large holders will sell what they are allocated before they get their allocation because now when they get their allocation on official listing they have the same holding but a lower entry.

This is actually bullish looking forward as it means most of the shares have already hit the market.

MTSI loaded a big sum into this and are now on the board this is all stock that will not be sold.

30-40p is likely the low as you are looking at a £billion company if they ramp up effectively.

5-10% reversal by Bloom energy to finish the day in the positive.

Big shake today but in a few months CWR will look cheap here I think, there is no other company in the world that is close to matching Bloom all be it there is work to do.

The discussion today really does emphasis why most people lose money in the markets, we have tungsteninvestor buying and selling whilst deramping and ramping every stock under the sun and others who talk complete nonsense.

It would not surprise me if IQE finishes up significantly tomorrow as so much fear has been baked into this placing shares hitting on a single day narrative which simply is not true, so market makers have been happy to soak up the stock today.

Fundamentally IQE is in the best position they have been in 5-10 years with MTSI about to sit on the board, make no mistake 2027 revenue will kick into overdrive as AI CPO build out happens, in the mean time we might have to endure this nonsense for a few more weeks.

£1billion market cap looks very possible and that would still be the cheapest epiwafer company globally.

CWR proved today stocks do not always go up in a straight line but they had a good run at it.

Joking aside CWR are extremely well positioned to ride this power revolution, I expect the drop will be short lived.

You either buy Bloom energy or you buy Ceres that is valued 95% cheaper, I know what I would pick.

Next time board should think about lock ins when doing a placing to the likes of Lombard, would have stopped them forward selling shares.

Big bounce when they clear.

IREN NBIS drops etc should have no effect on IQE is our market cap is only £350million.

IQE control 20% of the global epiwafer supply! It will rise higher soon enough

When these placing forward sellers clear this will be a £billion market cap in 2026 I think

80p-100p in my opinion, 2027 guidance is when IQE starts to ramp up significantly

How is no one talking about the fact the UK placing overhangs get forward sold? Where do you think all stock is coming from today!

Opportunity