The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Newuncle, you are beginning to fill the BB with lots of negative and (sorry) boring commentary this morning.
We do not need a blow by blow account of every sale of 20k and above. That information is already there for anyone who is remotely interested….and you are doing Chesh out of a job……@…()…!
It sounds like you are beginning to get really stressed and that is not a good place to be, maybe you should shut down the computer for a couple of weeks and then come back to what will hopefully be a much improved situation.
I’m not trying to be confrontational but I do not want the whole board to be dragged down by constant negativity……that is muggins job!….;o)
In 2017 i purchased some Soitec shares at 33 euros, they are in the compound semiconductor business just like IQE.
Today i just took another little bit of profit off the table as they now sitting at 193 euros, this the 3rd time I have taken a little bit back and my investment is still showing a very healthy balance.
Everything in there now is basically for free.....that is what i was expecting and hoping to see with IQE.....especially after holding them for 21 years!!
We were sitting around 74 p in March and the big hope was we were at the beginning of the climb towards £1. We have lost 1/3rd of our value since then....nearly 1% per day at the moment.
Surely we are much better than this, this is such and unloved share thanks to the constantly disappointing results.
Thing is we are still a profitable company are we not, so why are we being hammered so badly?
If you do not own any shares (hmmm?) then please move on and refrain from spamming the board with your multiple posts in an effort to help drive the price down.
If we didn’t know any better we could safely assume that you are shorting this big time.
Stop spouting rubbish about failed tests because of the cold....that was a problem during the coldest part of the winter and it has been engineered out.
What have we done to deserve this torture?
This is purgatory....next stop is hell!
Mind you I’m so happy that the top team are getting their bonus shares for adding shareholder value!
I am amazed at the lack of progress in out share price considering the current world wide chip shortage. I heard on the news yesterday that Land Rover are halting production for 2 weeks due to chip shortages.
The comments were highlighting the fact that that the chip manufacturers shifted their focus away from the auto industry last year when the major car manufacturers reduced or halted car production due to the coronavirus pandemic.
If there is such a pent up demand for wafers and we are struggling to make hay while the sun shines, what chance do we have when things return to normal.....its a sobering thought.
I had such high hopes that this year was going to be the beginning of payback for the long term and long suffering shareholders.
Decided to take another bite inside my ISA today. At these low prices, I’m sure we are very close to another spike up. There are just too many great things bubbling under the radar and we are not seeing this reflected in the share price.
I swore I wasn’t going to do this again......need to call DVRG anonymous!.......;o)
Oops my bad.....it wasn’t on this board......please ignore my previous comments. ;o)
Jeez....please give it a rest NU, we get it, you are frustrated at the lack of movement in the share price. But bleating on this BB several times per day is not got going to move the share price one single digit.
We all feel your frustration and I am guessing (possibly incorrectly) you purchased DVRG during the spike last year and are nursing a hefty loss. If that is your situation you have my sympathy and I’m sure everyone else’s (including Gerry).
But as an experienced investor you know full well that sometimes we get our timing wrong and are left nursing a paper loss for seems an eternity.
If you still believe in this company you should be comforted to know that it is only a matter of time before the re-rating actually happens and possibly even consider averaging down at the current share price.
I have well and truly put my money where my mouth is and my holding is now substantial (for me) but I am not going to start gobbling off my frustrations just because some other companies share price has shot upwards due to a positive RNS or newspaper article.
I originally invested because of the fantastic possibilities that Skin have in their locker, everything else became a bonus that may or may not come to fruition, with the exception of the Modern Water acquisition which IMHO is going generate great revenues in the future.
Any thing COVID-19 related is a bonus that would be icing on the cake, but I would much prefer that there was not such thing as this pandemic as it almost feels like blood money.
If we have a product that is going to improve peoples lives and possibly help save lives, that is a good thing.
You asked some questions earlier regarding what is happening to various trials, knowing full well that Gerry had already addressed this in his last public interview.....that explanation seemed to satisfy most people even though it might have been a bit frustrating and not the answer you wanted to hear.
It is what it is.... and and bleating on about it and re-asking the same questions or constantly moaning about it is not going to give the answer you want.
The most common answer you are getting which you seem to keep referring to, is.....if you don’t like what is happening with the company.....sell up and move onto one of the wonder shares you you have a good knack of finding.
Maybe that is what you should do.....no offence meant.
Good luck.
Anyone have an idea why a chunk of posts from the few days have been removed?
I commented about topping up my ISA.....not exactly rude or breaking any rules.
I guess it must be linked to some other comments on the same thread.
I thought those sort of down days were behind us...owning this share has become a form of torture.
Still.....can’t complain....at least it is an increased target rather than a cut!
Sharecast News) - Canaccord Genuity increased its price target and forecasts for IQE to reflect recent trading that was stronger than expected.
The semiconductor wafer and materials company said in January that revenue for 2020 would be at a record level and that it started 2021 with good momentum.
Canaccord said an expected more than doubling of 5G smartphone shipments in 2021 and modest upstream inventory levels should support growth against strong figures for 2020. Content growth at Apple, which IQE supplies, should benefit the photonics business, the broker said.
Analyst Kai Korschelt upped his price target for for the AIM-traded shares to 80p from 73.5p and stuck with his 'speculative buy' rating. IQE shares rose 4.5% to 71.6p at 15:54 GMT.
Despite healthy demand the Cardiff-based group's revenue growth will slow to about 7% in 2021 from 25% in 2020 because of strong 2019 numbers and currency movements, Korschelt said. He increased his 2021 pretax profit forecast to £9.5m from £5.6m and his 2022 forecast to £13.6m from £12.3m.
"Following IQE's positive trading update in January and ahead of its FY20 results on 25 March, we have revised our model to reflect the stronger-than-expected finish to 2020, as well as likely continued demand momentum in 2021," Korschelt said.
It has been depressing to watch the last few weeks, drip, drip, drip...down.
Zak has this on his good stocks watch list.....is that the kiss of death?
Special one today.....Ice moon....stunning!........... :o)
Chesh now we know you are wired to the moon!............;()
................;o)
I think they are doing a section on sampling within the sewerage systems as the way ahead for monitoring the population.
Might be worth a watch.
Dingo, unless I have misread the original speel ref the DVRG testing system, you do not get an instant result at home after blowing into the kazoo, you need to take the cartridge to the analyser machine and insert it there to quickly get your result.
DVRG envisage that any venue who requires a testing facility will purchase these analysers in the quantities required to manage the expected footfall. I think they say they will cost around the same as printer.
The punters (general public) will purchase the cassettes for the kazoo (Microtox BT) similar to how you would purchase a quantity of razor blades and just pull them out one at a time as required and attach them to the kazoo before carrying out the test.
I have a feeling any venue would want to see you blowing into the kazoo in front of them rather than trusting you to say....I blew into this at home.
The test is very quick and what we all we all want to know is......HOW DID THEY PERFORM IN THE PHASE 3 CLINICAL TRIALS ;O)
We still require an operator to put the breath sample cassette from the kazoo into the reader. Granted it does not have to be a skilled technician, but I’m sure the Vikand system will be the same.
I am very positive that Gerry chose to tweet that story last night despite the fact it is competition for DVRG. My reading is....our system is just about to be launched onto the market and it works just as good as the competition.
Hoping for another RNS very soon.