Courtesy of Sweenoid....thanks again!
Worth a read as the analysis is reasoned and fair If your knowledge of Lumentum is limited or are wondering ‘what the f$$K this has to do with IQE, just remember Lumentum is a KEY customer for IQE, so in essence what’s positive for them is good for us, the analysis from the recent bullish Lumentum conference call is spot on. hTtps://seekingalpha.com/article/4287197-lumentum-government-policy-wildcard S
"More importantly, Trump gave up a major bargaining chip - Huawei.
"One of the things I will allow, however, is - a lot of people are surprised we send and we sell to Huawei a tremendous amount of product that goes into a lot of the various things that they make- and I said that that's OK, that we will keep selling that product." - President Trump
Oh… so all the spying, technology stealing, etc. doesn't matter now?
As I stated then, it was only Trump who was surprised. Not by the amount of product sold to Huawei but rather by the pressure applied by U.S. technology firms to lift the ban. While Trump appeased his corporate campaign donors, Trump gave up an important "pain point" on China's economy."
But worth a read. GLAH
Thanks for that 441 I think we are still governed by the Bitcoin price which is down today on trade talks and so are we, now 5% .myguru r v Gilbert on seeking Alpha cease consolidation ahead and then a second wave to $50,000 I also follow Alasdair MacLeod on Goldmoney his analysis of the current world economy and it's outlook is brilliant. Good luck to you, I am a buyer here at 6 my average is about 7
A Heartening Post
Could not be happier after listening to the Lumentum conference call :-) Their CEO was far more upbeat than in the previous 2 CC’s, in fact I am delighted. ????👍 A bit garbled as I am writing this in a rush , make of it what you will Where IQE supply Lumentum, Lumentum are extremely confident about future growth, his comments re world facing 3D sensing was music to my ears- confirming without naming Apple that Apple and a slew of the major smartphone companies WILL be employing that technology which of course uses significantly higher VCSEL content. The comments on 3D sensing were very very positive , obviously most of the big business will be done 2020-2021, but Lumentum obviously already know what will appear in the summer/ fall NEW PRODUCT LINES ACROSS THE BOARD FOR 3D sensing for ANDROID AND NON ANDROID CUSTOMERS , with inventory levels falling :-). Data centre and hyper scale business is now back on growth driven by 5G and the preparation for it- currently Lumentum can’t supply enough. CEO SAYS New chips for 3D sensing in 2020 will contain significantly higher VCSEL content because of world facing applications , because of this the ASP of chips will obviously increase, more than making up for any decline requisite in ‘volume’ production - this is PIVOTAL for IQE ....just think about it. Remember the acquisition of Oclaro means Lumentum is a significant customer for Photonics products utilising IQE’s Photonics wafers, the Photonics business is doing very well with forward transparency good. I will post a link to the CC when available, it’s worth a read. I have just abandoned the CC , why do analysts keep asking questions about Apple when it’s obvious they cannot be answered. I was also heartened by today’s comments from Himax As highlighted by me they have NOT been competitive in smartphone 3D sensing , they have finally admitted that!! However what’s great for IQE is that they are very positive for the non- smartphone 3D sensing market, particularly using TOF and again world facing applications. As is the case with AMS companies are now targeting and manufacturing VCSEL 3D sensing applications for automotive and industrial uses - very important , OBVIOUS and for most analysts not factored in at all hTtps://seekingalpha.com/pr/17597656-himax-technologies-inc-reports-second-quarter-2019-financial-results-provides-third-quarter Time to get back to the current book in the garden with a nice White Bergundy ,as it’s been a great afternoon for positive comments S
Good article on Seeking Alpha:
Inflation Before Recession - Buy Energy Shares
The media believes that the U.S. economy is heading for an imminent recession.
A primary flaw in this reasoning is that U.S. equity bear markets for more than two centuries have followed a reliable pattern in which events occur in a certain sequence.
This order of operations has a resurgence of inflation occurring well before the U.S. economy experiences negative GDP growth which defines a recession.
Rallies for commodity producers beginning with precious metals and usually ending with energy are also consistent and repeatedly misinterpreted by investors each time we are in a new U.S. equity bear market.
"The hardest thing over the years has been having the courage to go against the dominant wisdom of the time, to have a view that is at variance with the present consensus
Problem is when those RNS come they are not filled with concrete facts which will drive the SP. SS does not give a "f.ck" for the private investor. That second tanker... yesterday was Sunday no offload. Glad I'm making the thousands I'm down here on Crypto and PM's. Good luck to us all, we'll need it.
Megawatts of coal power capacity under construction in 2018:
6.????S Africa: 6,352
7.????S Korea: 5,429