Member Info for Trickymatters

The LDES cap and floor decision is due before the end of June. Ed Milliband is in the Guardian today heralding £100 billion of private sector investment in the green transition. Says there's much more to come. He's the favourite for the new Chancellor of the Exchequer and his commitment to this agenda isn't going anywhere. If you're in oil stocks hedging your bets get out now and get in here.

My favourite line from the Tower CEO: "The combination will enable products that can deliver both the performance and high volumes required to scale future AI infrastructure capacity". Boyakasha Boom! 😁

And as the trolls keep reminding us IQE have tons of capacity😅 Zippedy doo dah...!

And obvs Macom😅

SauTrade, I guess you know more than JP Morgan and Northern Trust then😅

Cor Blimey.

And news of the government's approach to developing a circular economy is being talked about finally. They're investing in British miners working in the UK for lithium, tungsten and graphite. They are very keen on industries for the future- AI and the green transition. The critical minerals report has now been published and it's creating a lot of buzz. On top of that UK pension funds are being encouraged to invest more locally and more retail investment is being encouraged by retaining full ISA limits for stocks and shares ISAs. IQE is one of several in my portfolio that are well positioned to benefit and in IQE's case well funded and supported by customers who are giants as well as investors in IQE. 50p by Monday? If Trump doesn't start bombing again. This is looking solid for the way things are in the world.

Alessandro, you told everyone you sold yesterday. At 41p. Dimwit. We're not your mates. This is a board for investors to discuss investments. Photonic are in massive demand. See ya, wouldn't wannabe ya😅

As usual the market makers are letting Sigma out for no money (the one and only dumb knob still in but reducing every day). Hey ho. Too many bessie mates in the industry.

Results of the LT2 scheme in Canada are due on 16th June. Time difference could take it to 17th?

I think he clearly is MasterRSI.

Yes. The algos react fast to what they misunderstand to be bad news. Convenient for the city boys. Not for us.

Algos selling. Not almost. Spellchecker is thick as a plank too.

Almost selling today. City buying. Hmm. Not sure AI is as 'intelligent" as some of us humans then. But of course I wish I had waited to buy now.

Not rumours though is it? Nvidia's CEO announced that they couldn't get enough of silicon photonics. They're faster and cheaper in building semi conductors and there's an AI boom going on. Nvidia buy from Lumental and IQE supply both Lumental and the competition, Qualcom. Qualcom are also highly respected in the tech industry which is now having another huge surge due to AI. IQE are on the up. I don't know if they'll reach a billion valuation. They're at £533 million now. They're worth much more.

Yeah it is. Shares are meant to be future orientated. At the moment the ps ratio is about 5.5. Far too low. Look who they sell to. Lumental sells to big tech as does Qualcom (Nvidia are a big customer). Nvdia can't get enough of photonic. Jensen has suggested demand for these will far outstrip supply. I guess why that's why they have the investment and the investors they do.

The government consultation on plans to roll out battery storage into communities for everyone to benefit, including renters is already out.

Which projects? The full electrification of the national grid? So that we can reduce electricity input costs, and costs to the customers? Get ourselves free from the international gas price benchmarks when most of our energy comes from electricity? Get a distance from all the dictators running oil states? It's happening. Whatever Murdoch's rag says. Debts have been asked to cut budgets by less than 1%. They'll trim the more expensive and long-term projects like nuclear energy and possibly carbon capture. The technology for battery energy storage is already in place. It will be the best achievement of this Labour government. Lower utility bills will reduce inflation and consequently reduce interest rates. We'll all feel a big benefit.

My guess is that the government has more than the attention span of a gnat. Ed Milliband has been talking about getting energy independence from these oil states and dictators since before Labour won the election. This is about long term energy resilience, independence and sustainability and crucially at the core of all of that is getting the cost of utility bills down. We can separate our gas prices from international bench marks as soon as we have full electrification of the national grid. This is a very ambitious government which the city knows- 5 all time highs on the stock market and another £1.5 million investment in British industry announced today. Private sector money will follow. They're ambitious for us to compete with the US more realistically, where the dollar is going to come under increasing pressure as the default currency because of Trump's foolish attention seeking. Our stock market is undervalued and theirs's is over valued. Feeling very positive about my stocks which are also looking very positive in the last year. GLA.

Sir Keir Starmer and Peter Kyle, Business Secretary announced a £1.5 billion investment in a British supercomputer and British chip making companies. You may not read it in the Torygraph but it's happening anyway. The one and only short on IQE is reducing now. Time to buy. I'm in. Was waiting for more of a drop to enter but feels a bit like waiting for never and not happening. So I bit the bullet today, grasped the nettle, seizing the day... ;)

S740, so where did you meet him then? At a shareholders meeting? 😅😅 You sound like a right old nasty gossip!

The CEO is running a phase 1b/2a trial for a treatment which has already demonstrated safety and efficacy to an extent for CRS. CRS is a really bad response to immunology treatments that some people have.

My younger brother died of gliablastoma recently. He couldn't continue with his chemo because he kept getting brain freezes. We're devastated at losing him.

If this works and it looks very promising, more people with cancer can rely on immunotherapy to shrink tumours instead of chemo which is a very harsh treatment and can be fatally debilitating.

Immunotherapy is the great hope for the future of cancer treatment. What's standing in the way is that CRS can be a gruesome side effect too.

But you carry on with your totally irrelevant gossipy impression of the CEO hey.