Courtesy Sweenoid ADVFN26 Apr 2019 20:12
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IQE Share Chat - IQE
Current Price
74.50p
-1.05p
-1.39%
Bid Price Offer Price
74.50p 74.85p
High Price Low Price Open Price
76.60p 73.25p 76.50p
Shares Traded Last Trade Market Cap (m)
2,202,732 16:35:18 580.16
IQE Share Discussion Threads
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Date Subject
26/4/2019
15:51 regasclockwork: A couple of snippets from a recent post of mine: regasclockwork20 Apr '19 - 23:27 - 25758 of 25793 0 7 0 "Not exactly a vote of confidence when the 'Operations Director' sells 3.2m shares for average of 68.4p - for 'Personal Wealth Planning'? Mmmmmmm!" "Not only do we get NO directors buying when it dropped to 55p [from 181.5p], instead, we get a director 'SELLING' recently at 68.4p. He presumably can't see it going up much in the near or mid-term, otherwise he would have arranged a bridging-loan or some such thing offering his shares as security?" -End- Since his sale the share price has gone up around 10%. If he had taken out that 'loan' mentioned above, rather than sell, he would have now been in the position to trouser a further £250,000 [approx.]. Still, as the old saying goes, "East come, easy go" and it doesn't come much easier than this for some of these chaps. Not all gloom for Howard Williams though as he has ONLY sold around 55% of his holding so has 2.6m+ shares still at hand in case another 'Personal Wealth Crisis' crops up? EDIT: Share price WAS up 10% since his share sale, but IS no more. The joys of 'gambling' eh!
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26/4/2019
14:01 sweenoid: Interesting and informative for those that don’t understand the rigorous nature of product validation and verification and most importantly qualification hTtps://seekingalpha.com/news/3454841-qorvo-fails-qualify-new-iphone-keybanc?app=1#email_link The key line is The analyst doesn't think this was performance related, but rather due "unsuccessful qualification of the part for production." If you remember from results, IQE are very happy about both the yield AND the quality of their qualification procedures. If you don’t know these procedures can involve an extensive number of ‘runs’ or ‘cycles’ and be time consuming ++, and not only involve the product but ALSO the reactor that makes it. We all grumble when a lot of $$$ were spent in 2018 and in H1 this year, but This will all generate the revenue and profit of tomorrow. Just remind yourself of the very high number of companies qualified or qualifying at the moment :-) By the way , even though Qorvo are a big customer I am guessing our biggest customer Skyworks will be picking up the slack here :-) eitherways the success of the current qualifications is heartening S"