Member Info for tawse57

What do you mean Qd22 by the below?

'6. Slightly worried that it could be a state player. There is a lot at stake here. Even dirtier water.'

State player? What?

Desperate for the next big thing as iphone sales stagnate?

Re IQE I think the share price has the potential to go much lower in the short term.

We are overdue for an intermediate cycle low in the US markets with recent US market action very similar to the start of the year which resulted in the 4 or 5 day drop in February. The cycle is over-extended at the moment, just like the start of the year, so we COULD see a sudden drop in the next 2 - 3 weeks lasting a similar amount of time.

If that happens I could see IQE down into the mid-70's. I have a 76.70 target. Hang on, that might be 77.60. I will check later.

I know that I will get jumped on for suggesting that as a possibility but it is possible if the NASDAQ / S&P pukes up in the coming weeks. But longer-term I think the bull will continue till November or EOY so I would personally see any drop in markets as a tech buying opportunity for select tech stocks.

Lots of big tech names are being sold on strength as the stocks rise this week - looks like the big boys are pumping US tech in order to distribute the stocks to retail.

I think this is a reason why IQE is not getting a bid because those in the know can see a possible top in place in US markets, realise that stocks are being distributed and are stepping to the sidelines.

Apple might make it to the trillion dollar company this week or next - think it has to get to $207.50ish to be so... but that might be the bell rung at the top of this market.

The AAPL bounce faded with a big selling on strength yesterday. We wait to see whether buyers will come in this week to drive it up higher. There are targets around $198 and perhaps as high as $214. But tariff talk has emerged again overnight so we could have a moment of panic across all sectors soon.

The US markets look exhausted at the moment and where they go so goes the world. An August 2015 event is something to think about, especially as a Yuan devaluation caused that. Let's see how the Chinese respond to the tariff talk. Be careful out there.

I suspect Goldman bought IQE more on the chance of a take-over than anything else. Didn't the Dutch semi get an offer from QUALCOMM until the Chinese put a stop to it?

Apple Said To Prep Massive $400 Billion Shareholder Payout To Offset iPhone Disappointment https://www.zerohedge.com/news/2018-04-30/apple-said-prep-massive-400-billion-shareholder-payout-offset-iphone-disappointment

It would not surprise me that Apple comes in with good cash income because of things like itunes, various Apple services, etc. The question for IQE, and all the other suppliers of Apple, is how many smartphones they have sold. Despite all the negative news out from chip suppliers to Apple, which is indicative that iphone sales have fallen, it would not surprise me if Apple surprises and comes in with great iphone sales... but it is a coin toss at the moment... and a HUGE risk.... and one that I have tossed and turned about over the past week re IQE.... Dependent on iphone sales I suspect IQE will move heavily one way or the other - do you feel lucky punk!? :-)

I am not sure what is going on here - a merger? In mergers it is always one company taking over another. So is it SBRY taking over Asda or Asda taking over SBRY?

The US semi-conductor index QQQ looks to have topped out. We could be about to see a big C-wave drop in US tech stocks taking us back towards the February lows. I think a lot of people have that in mind at the moment.

I regret not buying when the markets tanked back in Feb. It tied in nicely with this TW article that had driven the price down. I thought that we were going to get a bigger drop in global markets but the central banks came in and pumped up APPLE and AMAZON stocks. I think the results will be good tomorrow to send the SP higher. Just my gut feeling. So best of luck to everyone. Well done those who added in February. I think we will be lucky to see 90's again. But, hey, what do I know.

Apple beats estimates but the forecast is not good and the share price is dropping after hours in the US - down 1.4% currently. Too early to gauge yet though.

It has traded back up to just slightly above a parallel channel that it touched last Nov and then last June - up, down, up, down and now up. About 62 bucks at bottom of the channel, 83 buckish at the top. Yes, it is slightly higher but it could also just be another channel top and another down leg is about to begin.

Or it could be a 20% decline. No one knows how the market will react - anyone who says they do is a fool or an arrogant so and so. No doubt Apple will pump the figures to show good, if not great, sales and promote everything as being wonderful - that is what they do. But it is sale forecasts for the coming year that people will be really interested in. Yes, IQE could soar 20% to 30% tomorrow morning if Apple's results are excellent tonight. But if there is the slightest hint of sales this year being poor at Apple then the SP could drop 20% to 30%. It is a coin toss currently. Anyone who says otherwise is either talking hubris or a fool.

Presumably the rise in SP is some short covering going on as traders hedge their positions.

Half Of Apple's 2017 Gains Are From ETF Flows https://www.zerohedge.com/news/2018-01-31/half-apples-2017-gains-are-etf-flows

It's all comes down to Apple's results tomorrow - we all know that. Apple, as usual, will queer their figures and sales to the positive - they always do. But the most important thing will be their guidance on sales for the coming year. They might not even mention it. But none of that really matters - it all comes down to how the big boys react to whatever Apple says. They could buy or they could sell. I have seen Apple give poor results in past years and the stock has soared. I have seen them give good results and the market has shrugged their shoulders. It is a coin toss. Whatever happens though I imagine that Apple will move big one way or the other tomorrow - probably up but who knows - and IQE will move likewise. Serious money can be made or lost in IQE in the next 48 hours.

Their chocolate eclairs are prohibitively expensive now. Ditto desserts such as trifles. The price of a little single serving sherry trifle in M&S nowadays is just shy of what a family sized trifle costs in many of the supermarkets. These kind of items used to fly off the shelves but I notice much less so in the past year.

@Synycom - I was in Sainsbury's back before Christmas in the menswear dept and this bloke, in his 60's, started a conversation with me about the underwear. He said that he had shopped at M&S all his life but had finally given up on their menswear. He said that he was really surprised how the underwear in Sainsbury's was half the price and better quality than M&S. He said that he had been putting up with the prices rising and the quality going down in M&S for years but had finally had enough. OK, just an anecdotal. But if they can't get in young or middle-aged people and are now starting to lose the over-60's then what hope is there? I suspect that list of possible store closures will resurface in the coming months.

@Rhambo - I agree. Christmas was not good for any of the retailers. The best one massaged the figures. Only John Lewis / Waitrose was the exception really and we can't buy that! But if they are not doing good at Christmas when are any of them going to do good. We have some head-winds coming in 2018 with rising costs, cash-strapped consumers, etc, so I am of a mindnow to wonder whether UK retail shares aare topping out. I Marks will see the 2017 low again in the coming months and I suspect some of the others - TSCO - will follow suit. Might even see lows below 2017. This Christmas Visa reported - think it was Visa - that people were not buying big ticket items but were instead concentrating on food. That says it all really. But even so, MKS food sales are poor. How are they going to get better in the coming months? I think bad times ahead for all UK retailers.

Congratulations to everyone who held their nerve and held on to their shares. Well done!

@Milly - is't over-valuing part and parcel of the EA game to get houses on books over their competitors? I have been hearing shocking stories for 10 years now of allegedly such things going on. That is a big reason why the UK has such ludicrous house prices is it not?