Member Info for Trickymatters

Who is GHS? Sorry but no idea what you're talking about?

Every site I check has a different price for IQE now, ranging from �1.02 (here) to �1.07 (4 traders and Halifax SB). The stock exchange says �1.05. Unusual to see such late times for trades. Looks like the shorters haven't given up if this is accurate.

Should show a price rise tomorrow I expect. Well done you holders. Maybe Cannacord and Barclays comments on the Bull****fall report were helpful. From the FT https://www.ft.com/content/a53d0360-0b24-11e8-839d-41ca06376bf2 Canaccord Genuity said there was �nothing new for the bears�. Canaccord told clients: �Overall, we find the report very backward looking, it contains nothing that we were not already aware of and does not appear to appreciate the extent of the opportunity for IQE to become a global leader in multiple, very large, high-growth, emergent industries.� Noticed the shorters are getting hurt today. Credit Suisse closed down one of their VIX funds- fell by 90%. Ouch ;)

I'm guessing? Anyone got the Markit link so we can check? They were at 11.6% on Friday. The FCA link for shorters disclosures which is updated daily isn't accessible. Maybe too many people trying to check the data!

Anyone know when the next dividend is due?

The short tracker said they had 11% a couple of days ago. Heavy volumes yesterday and today will have dented that. T. Rowe Price will have to advise us when they get their shares back- assuming they were one of the institutional investors who have loaned them shares? I suppose they really believe in IQE if they are prepared to lend out so they can buy in at a lower level- they must be relying on a big rise back again to justify this to their investors. Are Schroeder's in long or short? I think when they short a good company the hedge funds and the big investors who lend to them are just taking it in turn to make lots of money. They all know it will continue to attract investors and the share will come back up again.

Sometimes shorters just target companies with high valuations- IQE have grown very fast with multiple core product components in multiple market, with a commensurate increase in their share price- that's about it. They're also heavily shorting 'Pets Are Us' who have just posted a great trading report- the most popular pet shop in the UK in a pet loving country, BooHoo- fast growing, popular online fashion company, ditto. If you assume they short companies who we should worry about why aren't they shorting Capita to any serious degree? They put out a couple of nonsense theories to justify it- IQE aren't as innovative is the reason they've given- vague, completely pejorative nonsense. Shorters do lose money a lot. If they are co-ordinating their actions to take this down they will be fined against any bit of profit they make. I've written to the FCA already about this.

$795 exceeding expectations for $750 easily showing that iPhone x sales were good. Apple now intend to spend their cash pile $163 billion, reducing these assets to zero. Talk of share buybacks, increased dividends and acquisitions. If they were to take an interest in us I expect that would be enough to blow the shorters out of the water, lol.

Hey Cheesh, Market abuse is certainly illegal- EU regulations 2014. Punishable with a 7 year prison sentence; a fine of up to �5 million for individuals and at least that of the gain established by such market abuse by the firm if they are seen as compliant (or complacent about monitoring and maintaining market integrity). Market abuse now includes 'general conduct' which aims to manipulate prices to disadvantage investors. This can include distorting price setting mechanisms and as I understand it, bear raids which are co-ordinated attempts to drive down prices irrespective of information in the market place. I think that people in financial services (especially hedge funds) think that laws don't apply to them but obviously they do- think Enron, Lehman Bros. If the law allows hedge firms to take down successful firms whatever their performance then the economy suffers massively so it's good that it doesn't I'd say. I don't believe these people aren't talking to each other- if we get anything other than a good result against good data tomorrow I don't think I'll be the only one raising a flag. Usually shorters target failing firms but now swarming on Pets are Us; IQE and BooHoo- small, fast growing, innovative and successful firms.

Right I'm over and out for the day here (have to write a nice email to the FCA). Thanks Travis61- I think we're all OK.

Up 12-13% so far.

So to co-ordinate a short sell as a planned activity intended to manipulate the market (spoofing) is clearly illegal I am going to write to the FCA today to point out the number of hedge funds on this very successful company. If results are good and the share price goes bad they may find themselves with some questions to answer. I suppose if they are found to be talking to each other the kind of fines they will incur will make short change of any profits that could be made by any spoofing which could be intended? Anyone else want to do a bit of emailing? I've written to them before and they do take action.

Some-one called 'Courtier 1' on Twitter ('Discuss Shares') who clearly knows more about the machinations of shorting than me, says that 3.4% of shorters are already negative. He thinks we may get a little 'stampede' to buy back shares in the morning from shorters keen to minimise their losses. I would buy them back today if I were them- though I never will be them since I have a conscience obvs ;)

They don't need to raise cash once they have an acquisition or the permit comes through or they finish the prep at Nevada. Posseul will be paying for development.

Thanks for sharing that Lu. I shared coverage on this yesterday but great that the coverage now comments on the Apple rumour and squashes it. Looks like no substance to rumours because: - AMS AG (AMS.S) shares rose by 26 percent on Monday after the Austria-based electronic chip maker raised its revenue outlook on rising demand for its sensors from smartphone makers such as Apple (AAPL.O), beating analyst forecasts. -The increase will likely allay concerns that weak iPhone X orders are likely through the first half of 2018. -AMS raised its compound annual revenue growth rate forecast for 2016-2019 to 60 percent from 40 percent. The new forecast mean 2019 revenues are now expected to be more than 2.2 billion euros, well above analyst expectations of 1.8 billion euros. -The Swiss-listed group supplies optical sensors that help adjust the brightness and colours on phone screens and can help with features like facial recognition.

'Record Revenues for AMS'- two headlines from Reuters and the FT for a couple of IQE customers in the last two days. Great news for this industry and great news for IQE. This is gonna rocket tomorrow! GLA.

Did anyone go? Be good to hear your feedback.

If it's good news tomorrow evening shorters will have to close on Friday or they're losing money. In which case they'll be chasing the free shares between them and that will add to the upward pressure on the sp. Good luck all.

AMS are an IQE customer. Check out their website. They've given an advance preview to their Q4 2017 results. Some-one posted it on Twitter. They have revenues of 470 million euros ( a record); an increased pipeline and they have increased expected revenue growth 2016 to 2019 to 60% CAGR anticipating over 2.2 billion euros revenue. Very strong growth has resulted from new consumer business in 3D sensing and advanced lighting in particular (that's our guys). Key growth drivers are reported as new smartphone and consumer applications. Structural growth in sensing including 3D, optical and spectral sensing are also contributing to AMS' growth in automotive, industrial and medical businesses.

Everyone sells high and buys low if they can don't they? They force down prices with any number of tricks- spoofing for example, makes investors nervous and creates an environment of panic selling. More fool us if we fall for it. This is a great company. Hedge firms don't add any value to the economy- my main objection. Shorters buy into the derivatives offered by the hedge firm- the firm which is the focus of the short itself, doesn't see much investment from them and shorters are massively exposed if their gamble don't play out as I understand it.