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IQE - Silicon is the future (IQE)     

Master RSI - 03 Feb 2003 11:56

IQE is the leading global outsource supplier of customized epitaxial wafers to the semiconductor industry.

Their technology is of most advanced like AFM means Atomic Force Microscopy and moves a minuscule cantilever over an objects surface, a sharp tip passes over dips or rises punched in the surface and reads out digital information. This technology is not going to slow down it is going to speed up and has to replace most existing forms of memory storage by virtue of capacity and size.

The future of nano-technology, these tiny/minute robots would need very small processors and most sure strained silicon could provide these.

The low share price is due to uncertainty as to when the cash will run out, but I don't think this will happen as cash is of 12 to 15M and NAV of 30p, and losses are going to drop on the next 3 month and we could have profits on the Q4 2004.

Latest news from the Chairman were" The Group remains confident that it is in a strong position within the outsourcing market, although the protection of its cash position is paramount.
With a broad product portfolio allowing the customer base to use IQE as a 'one stop shop', a large available production capacity and a strong balance sheet, the Board believes the Group will benefit strongly as the overall semiconductor industry recovers and will continue to strengthen its position as the leading outsource supplier of advanced wafer products to the sector. "

Nearly all the recent results have been encouraging. Q4 accounts are being completed (30th Dec 2002). IQE know where they stand, if things had got worse their would have been a trading statement by now, and with Amberwave (IQE's partner) increasing its Asian presence, this is a bullish trend and a good point to pick up the shares @ 4.25p

Intraday
Chart.aspx?Provider=Intra&Code=IQE&Size=


5 month MA and Indicators


Chart.aspx?Provider=EODIntra&Code=iqe&Si

MH - 03 Feb 2003 23:42 - 2 of 1506

Not.

Perfect timing Master RSI.Innovative technology yes,but they look shagged to me after today's trading statement. Cannnot see trading improving enough b4 the cash runs out, feel management are not to be trusted either.

andy1 - 07 Feb 2003 13:40 - 3 of 1506

whats your feelings on them now....Master RSI?
I diddnt find the trading statement that bad....well no worse than most companies that are strong in the US.

tightfist - 08 Feb 2003 19:23 - 4 of 1506

I didn't see the trading statement as that bad either. Although they have more than two years cash left to burn, they are doing the right thing, facing up to the issues, and cutting the burn rate even further. OK, so this is a punt, but a potentially lucrative one?

tightfist

andy1 - 11 Feb 2003 09:38 - 5 of 1506

I agree with you tightfist,

I think we would all hope/expect to be out of this down turn in the market within the next two years ( how long there cash should last ), infact in 3/4 areas there already starting to see an upturn...im not saying the worst is over, but it could be???? the fact they are at 3.25p i think on a risk/reward basis makes them v.attractive. with there cash/net assets they are v.undervalued. and i think there in a growth market not a declineing market, just might be 2004 by the time we see it.

andy1 - 18 Feb 2003 14:36 - 6 of 1506

interesting question.

last week IQE fell some 20%+ for no real reason, and on a day where upto the fall there had been v.v.light trading.

today the share has risen 22.73% again for no real reason?
Buy's- 777,930
sells- 1,447,666

I dont mind, becuase i bought some more at 2.5p! but im keeping them, and would be interested to know....why this share can rise 20% on the back of 2:1 ratio of selling to buying!?

Master RSI - 22 Jun 2006 17:43 - 7 of 1506

KEEP an EYE on the shares at 12.50 - 12.75p +0.125

moving higher with volume
Bouncing from support as indicators are at oversold
Chairman bought 200K @ 14.58p on 1 June 06

Chart.aspx?Provider=EODIntra&Code=iqe&Si

skyhigh - 22 Jun 2006 18:56 - 8 of 1506

yep... good time to buy some more. I've been in for about a yr now at about 11p..can only go up from here (imho)

Kivver - 23 Jun 2006 09:31 - 9 of 1506

ive been in and out quite a few times and made nice profits each time. I think they report in dollars which may cause a problem! what do you think??

skyhigh - 23 Jun 2006 10:13 - 10 of 1506

I'm no expert but....they should do well. Dollar impact should be minimal... improving gigures all the time... 20p on the cards over the next 6/9mths. GOOD TIME TO TOP UP (imho, dyor) but what do I know ? good luck!

queen1 - 23 Jun 2006 22:01 - 11 of 1506

I bought in at 8.5p last August. I think the business will continue to grow and I see exciting times ahead. It would need to be at least 20p for me to consider exiting but I believe 30p is possible at some (unknown) point.

goal - 27 Jul 2006 23:03 - 12 of 1506

PLC
27 July 2006


IQE plc


Immediate release


IQE plc

(the ''Company'' or ''IQE'')

Grant of share options



IQE, the leading global outsource supplier of customised wafer products and
outsource wafer services to the semiconductor industry, is pleased to announce
the grant of options to each of the executive directors of the Company (the
'Executive Directors') over ordinary shares of 1p each in the Company. This
follows the Company's announcement on the 20 July 2006 that it has conditionally
agreed to acquire the Electronic Materials Division (''EMD''), the US epi
foundry business from EMCORE Corporation Inc. (NASDAQ listed: EMKR)
(''EMCORE''). To finance the consideration and ongoing working capital for IQE,
Noble & Company Limited (the Company's Nominated Adviser and Broker) has
conditionally placed 87.5 million IQE shares at 13.75p per share to raise
approximately 12 million (before expenses) (the ''Placing''). The Placing is
conditional upon, inter alia, the passing of a shareholder resolution at an
extraordinary general meeting (''EGM'') to be held on 15 August 2006.


In recognition of the directors' contributions to the business over the last
four years, including bringing the Company back to EBITDA breakeven, taking
substantial reductions in pay and negotiating the acquisition of EMD from
EMCORE, on 14 July 2006 the Company granted further options under its share
option scheme (completely contained within the existing share option scheme
limits) as follows:-

Name Number of Exercise price Exercise date
options

Dr A W Nelson 5,000,000 13.75p per As to 1,666,667 shares on the first anniversary of
share the Placing

As to 1,666,667 shares on the second anniversary of
the Placing

As to 1,666,666 on the third anniversary of the
Placing

Mr S A Hall 1,500,000 13.75p per As to 500,000 shares on each of the first, second
share and third anniversaries of the Placing

Mr H R Williams 1,500,000 13.75p per As to 500,000 shares on each of the first, second
share and third anniversaries of the Placing



These options are subject to strong earnings per share (EPS) performance
criteria.
Contacts

IQE plc +44(0) 29 2083 9400
Dr Drew Nelson, President & CEO
Stuart Hall, CFO
Chris Meadows, Investor Relations


Noble & Company Limited +44(0) 20 7763 2200
John Llewellyn-Lloyd
Graeme Bayley










This information is provided by RNS
The company news service from the London Stock Exchange

britshare - 09 Aug 2006 11:41 - 13 of 1506

Ready for a breakout:



Chart.aspx?Provider=EODIntra&Code=IQE&Si

skyhigh - 09 Aug 2006 12:33 - 14 of 1506

Yep... It's looking good !

john50 - 09 Aug 2006 13:27 - 15 of 1506

Interims 30th August, should get another spike up

Master RSI - 09 Aug 2006 23:22 - 16 of 1506

doing well for the last couple days with volume, someone is buying ahead of those results at the end of the month

Chart.aspx?Provider=Intra&Code=IQE&Size=Chart.aspx?Provider=EODIntra&Code=iqe&Si

john50 - 10 Aug 2006 10:24 - 17 of 1506








IQE PLC
10 August 2006

IQE plc

10 August 2006

IQE plc

(the 'Company' or 'IQE')

Placing



IQE, the leading global outsource supplier of customised wafer products and
outsource wafer services to the semiconductor industry, is pleased to announce
that it has conditionally raised approximately 12 million (before expenses)
through a placing of 87,500,000 new ordinary shares at 13.75p per share ('New
Ordinary Shares') (the 'Placing').



The proceeds of the Placing will be utilised for working capital and to acquire
Electronic Materials Division, the US epi foundry business from EMCORE
Corporation Inc. (NASDAQ listed: EMKR) for a total consideration of $16 million.



The Placing is conditional upon the passing of a resolution ('Placing Resolution
') by the Company's shareholders at an extraordinary general meeting (''EGM'')
to authorise the allotment of the New Ordinary Shares and to disapply
pre-emption rights to enable the directors of IQE (the 'Directors') to allot the
New Ordinary Shares for cash to persons other than current shareholders in the
Company. The Directors have convened the EGM at which shareholders will be asked
to consider and, if thought fit, pass the Placing Resolution and certain other
resolutions. The Placing is also conditional, inter alia, on admission (''
Admission'') of the New Ordinary Shares to trading on AIM, a market operated by
London Stock Exchange plc (the ''London Stock Exchange'') ('AIM') (which is the
market on which the Company's existing issued ordinary shares are admitted to
trading) occurring by no later than 31 August 2006. The New Ordinary Shares are
equivalent to approximately 21.6 per cent. of the Company's enlarged ordinary
share capital following Admission and the Placing Price represents a discount of
approximately 6.8 per cent. to the closing mid-market price of an existing
issued ordinary share of 14.75 p on 19 July 2006, the latest practicable date
prior to the posting of the Notice of Extraordinary General Meeting .



Application has been made for the admission of the New Ordinary Shares to
trading on AIM. The shares will rank pari passu with the existing ordinary
shares of the Company. Dealings in the New Ordinary Shares are expected to
commence on 16 August 2006.





Contacts



IQE plc +44(0) 29 2083 9400
Dr Drew Nelson, President & CEO
Stuart Hall, CFO
Chris Meadows, Investor Relations

Noble & Company Limited +44(0) 20 7763 2200
John Llewellyn-Lloyd
Graeme Bayley


britshare - 11 Aug 2006 13:49 - 18 of 1506

It seems a large-ish buy order is being worked through. MMs are talking on all the sells and bidding higher. Looking good for a breakout very soon.

queen1 - 13 Aug 2006 18:04 - 19 of 1506

Any predictions on where a breakout could take us?

britshare - 13 Aug 2006 20:45 - 20 of 1506

Mid twenties would be my guess.

queen1 - 14 Aug 2006 13:23 - 21 of 1506

That would be a good start britshare. There have been a few false dawns the last couple of years so hopefully this time will be different!
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