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How do they call it right Laughton? Carillion were obviously a basket case- don't know why anyone would invest in them. Capita have been shedding staff for ages but hedge funds prefer to pick on successful firms and force down the price by making up a story about a crowded market- they know the price will go up again- it makes no difference to them if it does really- they've still got their customers money whether their speculative assumptions pay off or not. IQE have a good edge on innovation- they are growing very fast. Facebook weren't profitable for years so profitability isn't really the point for new companies. They need to grow fast and get a good foothold in the market to start with. This is a booming industry- Samsung just reported record profits- 63% up! Apple will do well tomorrow and IQE will just climb all the way back up in the following months. Deutsche Bank have them on for �2.10-2.40 as a target. Hedge funds make money but their customers do not. 70% lose money- that's why the FCA are investigating and have warned their customers- covered by the FT and Guardian Business.

off their customers, they're also making quite dumb arse decisions. If they want vulnerable companies they should look at public sector outsourcing companies who rely on government funding at a time of austerity- like Capita for example! IQE and Boohoo are very successful fast growing firms with a lot of confident institutional investors. IQE has multiple big clients and six main markets for advanced technologies of the future.

I'd rather have the FT than the Telegraph Ronjoe but we'll soon see which of them got the story right. Hopefully Morgan Stanley are basing their forecasts on some real evidence- sales report from key data rather than a rumour. If Asian suppliers are halving their manufacturing targets and AMS are upgrading forecasts there isn't necessarily a contradiction. Some suppliers may be seeing reduced orders whilst others may see a boost in orders. More likely to do with Apple's preference to maintain some independence from suppliers than anything to do with the product sales and future sales potential. IQE supply Apple through third parties. They may well be supplying Samsung and others if those Apple competitors all choose facial recognition features going forward as is widely assumed.

for profitability' is the headline of yesterday's FT article. The sub heading is: 'Sales of new iPhone X expected to drive double-digit revenue rise for historic result.' I can't share the article because it's a breach of copyright. However, key points are: 1. Apple is set to beat its own record for the most profitable quarter in corporate history when it reports earnings on Thursday 2. Analysts are forecasting a net income of at least $19bn.The three months to December 2017 is the first to include sales of the new iPhone X and is predicted to improve on it's previous quarterly record of $18bn net income in 2015. 3. Apple shares hit a new all-time high above $179 in mid-January, taking its market capitalisation above $900bn, but has since ebbed slightly to $171. 4. Analysts at market researcher Canalys estimate Apple shipped 29m iPhone Xs in the quarter, making it the top-selling smartphone in the run-up to Christmas. 5. Analysts forecast that Apple sold 81m iPhones in the quarter, driving total revenues up 11 per cent to about $86bn. 6. Morgan Stanley predicts revenues will jump 18 per cent to $92bn, with net income as high as $21bn. 29m estimated number of iPhone X sales in the past quarter.

Setting up my trade plans for the next three months. The sell price for IQE is higher than it is on here.

are forecast to be really good for the new iphones. We're going up. Shorters will start to close in the next few days.

My mistake- $1trillion dollars refers to market cap not turnover- I read a summary which made the same mistake. Sorry! Here's the full article: https://www.ft.com/content/568b8200-02f0-11e8-9650-9c0ad2d7c5b5

According to the FT Apple are set to have their best results ever. Reuters have the story so everyone will have it. They are expecting to become the world's first $1trillion dollar turnover- IPhoneX sales are thought to be spectacular. So not surprised Schroders are closing. We'll soon find out on Thursday but usually leaks this close to results are on track.

The sp hasn't gone below this since last Summer. This share is tipped for �2.10-2.40 by brokers. I'm going to have my lunch and then doing some house cleaning! If you sit and watch this bounce around you get anxious and sell your shares- shorters stay around for longer because they're getting a reaction and making a bit of money. The fundamentals are great for IQE, the market is solid for their products, they're at the top of their game and they're still growing fast. In a week or two this will be back at �1.35 and by the time the results are due it will be back to somewhere between �1.60-1.80 If results are great (which they have been to date) we might get �2.00 by early Summer. If we hold strong shorters will close sooner rather than later- they will give us the first bounce when they do so. We all need to try to think a bit longer term.

How much did you lose shorting GGP Doom? Then as I recall you bought in just in time to watch it crash didn't you? Hmm. Hope no-one's following your actions- not got much of an instinct for it really have you? Though you won't be alone. 70% of shorters lose a lot of money according to the FCA.

for IQE share holders? They've been fined for paying Apple to use their chips exclusively. Since IQE supplies semi-conductors through other firms for Apple at worst it makes no difference to us but at best it opens up an opportunity for IQE to extend it's third party deals for Apple products doesn't it? And as has been noted here on this BB there's a new iPhone coming out this year with facial ID recognition. And IQE have six key markets and a great recent trading report- double digit growth for VCSELs. Not sure why shorters bother wasting their money here. Noticed that ETF firms have increased their revenues to $300 billion according to the FT today. That means their customers are losing big time - they pay when their customers get a short right and when their customers lose they clean up! No wonder the FCA are concerned for the welfare of shorters. I'm not. Stop doing it. Invest in fabulous British firms like this one instead.

https://www.gov.uk/government/news/digital-and-culture-secretary-urges-businesses-and-charities-to-prepare-for-stronger-data-protection-laws The government press release today says their survey shows only 1/4 of businesses are prepared for the GDPR cybersecurity laws coming in on May 25th this year. Fines will be 4% of turnover for data breaches and hacks! This might explain why Uk cybersecurity firms (not enough qualified people to cover demand) have all been struggling. Forms are leaving their preparations to the last minute. They will all have to get proper cover. This will start getting increasing coverage soon. I'm guessing all cybersecurity firms will see a good year in 2018.

This podcast has a really good interview with TYM's CEO. He says he's just back (interview was 18th Jan) from a meeting in the US about one of the acquisitions they want which is progressing very well. It sounds as if the off take agreement will be signed as soon as the acquisition is agreed. They expect to be in production this year. He says we'll have a lot of news on all fronts in the next few months. I will probably buy another �10K here in the next couple of weeks.

stop selling! This is a brilliant firm. The end of year trading update easily exceeded market expectations and they expect to have a better year in 2018. Shorters are on this but they will get out if you don't make it worth their while. This will bounce back quite quickly as it always does. I've just got back here with �16K today. I sold last year when the shorters got on this and missed out on price rises to 1.80. I made some money so I've brought it all back now but staying here until I'm ready to tie up my investments now. Drew Nelson the CEO, reported 'record' financial results- double digit growth in most markets, VCSEL growth doubling. They're constantly extending their IP portfolio- they've got so much research and collaboration going on across Cardiff city, with good local investment to fund it.

10 million new shares coming onto the market for BOKU tomorrow. I'll be buying in at some point over the next few days. I expect that's why we've seen such a big sell off today- �1million worth. Great company with a great future though. 2018 will be a high growth year from a good position in a growing market. The board are serious players, top flight clients and a very fast growing user base. Revenues up 40% in the first trading update after two months! All good.

The Tanzanian government have increased the export tax by 2% that's all.

There's a PCI event on 25th January (ECSC won a best in class award for payments protection last year) and ECSC are represented there. Another 7 events to explain GDPR (new cybersecurity regulations coming in on May 25th this year, with fines of up to 4% of revenues for data security breaches incurred where companies haven't taken out any cover). Up to 1/4 of blue chip and medium sized firms are thought to be remaining without comprehensive cover according to the UK cyber-security review published Nov 2017. Shocking but some firms will resist spending the money until they're forced to do so. Several cybersecurity firms are having trouble this year but there aren't enough cybersecurity experts to fulfil the demand according to some analysts so the only way is up between now and May 2018. I'm holding.

Not sure why they bothered releasing that. There's no context to the financial update. Earnings, costs, debtors, creditors? And the new contract wins? At least we're going back up again. We'll hear the fuller story by the end of the month or the first week in February anyway.

Times covered it and mentioned the Peel Hunt prediction for 13p. Also recognised that some pundits are saying this could be a very big year for OXB and Novartis with Kyriahh treatment. I sold today with a small profit having invested here for many months. I missed the spike in the Summer- just starting out in investing and planned to go long on everything! Learned my lesson. I think this will be the year but with the FT first tipping it and then saying sell it lost all momentum. Decided I'll be better off elsewhere but I bet you will see that 40% upside is you can jump on it in time!

This has been increasing steadily all week. I think the quarterly accounts for the last quarter are due and the market is expecting good news after the last positive RNS, stating that we're back in line with market expectations following two significant contract wins. Looking forward to hearing more about this.