Member Info for Thunder2040

Well they've managed to bring oil price down well this morning with the spr headlines, but the rate of release isn't going to cover the amount of supply taken off imo, they didn't say the rate at which they will release it just an absolute big number

About to go red lol.. this truly is a ridiculous share.

Question for the JSE holders who are in the detail...when is your best estimate of an announcement for Vietnam guys please?

Such is the relentless manipulation and undervaluation on the UK market and this share, people can't see it's about 50% undervalued without the spike in oil price

If the Vietnam deal gets made this will do 50% easy with oil prices where they are. The market is slow to believe the reality now faced..but mark my words, oil goes over $100 within a month

When the penny drops that the straits are not opening anytime soon, this will go boom

Walleye are not shorting too and two sigma increased, so the cultures have arrived, doesn't change the fundamentals but the recent rise looks more fragile

Oil prices go up, power costs go up, energy efficiency of AI grid more critical, IQE more valuable.

Wars increase defense spending - IQE more valuable

That's complete drivel. It's cashflow break even on volume that was lower than any forward level will be given improvement guided. It had circa£15m cash on hand at last update. Granted it needs expansion capes and working capital for high orders.

The issue was the EBITDA covenant and that also will likely be compliant with uptick in sales imo

The convertible loan note can be converted at 15p which would deleverage somewhat if exercised and that option is in the money now.

There are many levers to pull here.

If you don't understand the dominant position they have in the epitaxial waifer market that is literally critical for AI build you won't realise this is worth well in excess of 21p

Resistance is futile..

The loss is different from the cashflow, the majority of the losses are impairment and depreciation which doesn't impact cash

I said this before, it makes no sense why they didn't dispose of more on the ultra high volume days after the trading update, they even stopped selling momentarily, then start again at a lower price...it's irrational seemingly

Moving back down towards all time lows.. something definitely not right about this dog, how it's not above 10p now I don't know.. personally I think the market doesn't believe a sale of any part of the business is possible currently

It's taken them best part of 4 months, it's very odd

Makes no sense where all these shares are going without any notification

Are the bidders getting flushed out now? As it goes higher could be time to table the offer or buy on open market..someone sure is

US military spending proposed increase to $1.5trn from $1trn from 2027, AI memory shortage, increase electric vehicle demand, iPhone sales outperforming...lot of favourable tailwinds

Https://www.digitimes.com/news/a20251211VL213/photonics-growth-taiwan-cpo-manufacturing.html

It all begs the question why are IQE struggling for orders

What is the relevance of that?

Surely they have to issue an update before the bank waiver expiry