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Table of shorted AIM shares - week to 08/12/2017

2017-12-09 01:41:07

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Why You Can't Ignore the Magnificent Maths of Penny Shares.

2017-11-11 02:58:19

Hello, Share Purloiners. Some of you’ve been kind enough to thank me for penny share selections which have shot ahead this year. Like IQE (IQE) Creightons (CRL) and Communisis (CMS). This weekend, I thought I should explain why Penny shares can reward so well, if only because the maths is so enticing.

#IQE – £95m placing at 140p

2017-11-10 00:45:31

Table of shorted AIM shares - week to 03/11/2017

2017-11-04 00:51:01

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

IQE - The next ARM?... Or just a manufacturer of a commodity product with a lengthy track record of burning through equity?

2017-10-25 06:40:15

IQE (IQE) is being hailed as “the next ARM Holdings” - you can see the bull case from my pal Paul Scott HERE. But if this is correct it would mark a major turnaround for a company that has been around for nearly two decades without generating any shareholder equity.

IQE – “a strong Q3”… but also unexpected historic tax liabilities

2017-10-20 06:00:16

“Settlement of prior year taxes” announcement from semiconductor industry wafer supplier IQE plc (IQE) commences that “the group recently engaged the services of an international tax firm to assist with a routine US tax filing for the year ended 2016. Unexpectedly, this exercise has identified taxes due in the US relating to the profits of an overseas subsidiary for the years ending 2013, 2014, 2015 and 2016”. Uh oh…

Table of shorted AIM shares - week to 13/10/2017

2017-10-14 00:20:00

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 06/10/2017

2017-10-07 00:10:00

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

IQE Stands for I Question Everything. Why Uncle Tom is Wrong this Time

2017-09-19 00:05:32

Hello, Share Cavaliers. It’s rare that I keep returning to shares I’ve commended to you. But the case of IQE (IQE) is so intriguing and knife-edge that I think it might be worth keeping under review. As I write the share is up another 6%. It has been seesawing up and down, rather alarmingly, for a few weeks now. Uncle Tom had a go at my support for this stock in a recent bearcast. He argued that the shares are hopelessly over-valued and to take profits might be the more prudent course.

Interesting bearcast on IQE, but I'm afraid you're completely wrong on this says Paul Scott

2017-09-18 05:03:44

I am, on balance, bearish on IQE (IQE) - not as a slam dunk it'sgoing to zero - I just think the shares are seriously overvalued as I explained in a weekend bearcast HERE. But Britain's top share blogger Paul Scott disagrees. The great man writes:

With IQE and Similar Rockets to the Stars, Follow this Simple Strategy.

2017-09-15 23:26:11

Hello Share Markers. The fact that you now have to pay £6 a month to read my modest articles, means that some of my regulars are no longer with us. Trouble is they lose out on all the other learned articles - including the dire warnings - and that could cost them thousands of pounds. Still, nearly every one on this planet is penny wise and pound foolish. And I don’t like paying for internet content either. It’s just that investing in shares is too dodgy not to have the best independent advice going. 

Why IQE is One of the Most Difficult Shares I've Ever Encountered

2017-09-15 00:03:14

Hello, Share Scrappers. One of Blighty’s most tricky shares, IQE (IQE) is still causing consternation in Shareland. After a long period of rising almost every day, there is some retracing going on now. I sold all my shares at 140p. Since then I’ve bought half of them back at around 155p. This was a mistake. But I’m not blaming myself because the good publicity for the microchip company keeps rolling in.

I'm In Agony as All my IQE Shares are Sold Before the Results In Today

2017-09-05 00:14:19

Hello, Share Squanderers. It’s likely that by the time you read this perspiration-soaked missive that I’ll be in a desperate mood of sadness. Or it might be that I am mightily relieved. That is because yesterday I made a last-minute sale of the rest of my IQE (IQE) shares.

Bye, Bye IQE - But Maybe Not for Long

2017-08-31 00:08:59

Hello Share Trouncers. After a great deal of pressurised angst, I have sold all my IQE (IQE) stash of shares. This doesn’t mean I won’t charge back in at a moment’s notice if things pick up. I had considered selling half or at least top slicing. But I’m beginning to get warning niggles about the way the stock has shot up in the last few months.

 

Table of shorted AIM shares - week to 24/08/2017

2017-08-25 23:54:53

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Ref: IQE - Will This Nightmare of Gut-Wrenching Tension Ever End?

2017-08-25 23:21:28

Hello, Share Kickers. This is a scary holiday weekend for the many of us still holding IQE (IQE) shares. They have risen again, as I write, but how long can the bandwagon keep rolling? Though I’ve been sorely tempted over the last few weeks to sell at least half my shares, I have not done so. I’ll give you a few of my reasons, some of which are not that strong.

Table of shorted AIM shares - week to 18/08/2017

2017-08-18 23:56:12

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Is IQE Another ASOS? It May Not Be, But Can We Risk Letting Our Shares Go?

2017-08-18 23:13:33

Hello, Share Scramblers. Let’s just have a few more thoughts about one of the fastest rising shares of the year: IQE (IQE). First of all an admission. I was stupid not to have sold all my shares when the price rose above 140p. My most golden rule is to sell after a big leap and I bought many of these shares at 16p.

IQE Has Become My Riddle of the Sands. Help!

2017-08-09 00:24:32

Hello Share Japers. The riddle over quite why IQE shares keep on rising is no nearer to being solved. Given the lack of news and lack of confirmation of swirling rumours about a big deal with Apple, you would expect the recently-rocketed share price to level off. If not degenerate into the usual ‘lack of news slide’. But each day I log on I am delighted, though at the same time rather alarmed, to see the share price scale new heights.

Equities First – the £18 million question over IQE

2017-08-08 00:50:51

It is almost three years since the Equities First Holdings story hit the headlines with the deal signed up with by Rob Terry et al at what was then called Quindell – now Watchstone (WTG) – whereby the sale of shares via a non-recourse sell and buyback deal was dressed up as a director share purchase.

IQE or Not IQE? That Is Still the Question

2017-08-08 00:05:03

Hello Share Saddlers. As I wrote recently, I am in a quandary about what to do with my lorryload of IQE shares. I bought some of them at around 16p and they’re now around 116p as I write. The dilemma is that by holding on, I break a golden rule: always sell the lot after the kind of price jump which makes you gasp for breath.

Table of shorted AIM shares - week to 28/07/2017

2017-08-01 00:37:55

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

It's Nearly Always Best to Sell After a Big Jump, So Why Can't I Do it? Ref IQE

2017-07-29 00:03:23

Hello, Share Twiggers. Probably the hardest decisions we have to make as diligent share shifters is when to sell a big winner. Because even the strongest share can reach a point where it is overbought. It may continue to defy gravity for some time, but what goes up too far must come down.

Blistering Performance of IQE Shares, But I'm Not selling Yet

2017-06-20 00:29:40

Hello Share Scrimpers. When one suggests a share which becomes a two-bagger plus, there is a bit of a duty to keep readers appraised of developments. That is to examine whether it looks like enough is enough and it's time to consider taking profits. In the case of IQE (IQE) though, this is perhaps not the case.

The Footsie May Not Rise for much Longer - Get Ready to Sell

2017-06-16 23:56:25

Hello Share Cringers. As a BBC current affairs producer for nearly all my working life, I thought its 24-hour news service was doomed to failure. How wrong, in the light of recent events, I was.

A New Silicon Valley Is Planned, Boy-o. And IQE Is Part of It, Look You

2017-05-09 00:22:20

Hello Share Moochers. After I commended IQE (IQE) the shares have gradually improved, now by some 200%. I very much considered taking profits. Only one thing stopped me last week: the thought that surely some predator had the Cardiff company in its sights. I’m now glad I didn’t sell for a different, more tangible, reason. The case to buy more shares gets better.

How to Make Money on Full-Year Results - If You Dare

2017-03-24 01:07:03

Hello Sharemates. As predicted on this glorious website some time ago, the share price of IQE (IQE) would fall on reporting day - and then recover. In the event when the figures were revealed on Tuesday, the shares fell by about 12%. This was not logical, as the results were rather perky, as I outlined at the time.

IQE Results May Be a Buying Opportunity as Shares Dip to Profit-Takers

2017-03-22 01:08:24

Hello Share Smackers. After a long - and for me nervous - wait, the full results for IQE (IQE) are in. And as I predicted on this terrific website, the shares fell on the announcement.

IQE Is Still Worth a Look - and Still a Tasty Target for Take-Over.

2017-03-11 01:25:06

Hello Share Packers.  All of the shares I’ve brought to your attention have been making good ground. But then again nearly all shares have been flying on the coat-tails of a bullish Footsie.

Four Crackers for your New Year Table. Well, I Think So.

2017-01-07 03:24:58

Hello Share Peggers. Here are some shares you might want to monitor closely in 2017. And if you don’t buy any of them soon, don’t blame me if you are kicking yourself later on. Though if you do buy them and they happen to disappoint, I’d rather you didn’t remind me

ShareProphets Share Tips of the year 2017: No 4 Buy IQE says Malcolm Stacey

2016-12-23 13:07:31

I am quite confident in making IQE (IQE) a tip of the year. And this is despite the fact that this outfit usually appears in the list of most shorted shares, helpfully published on this spectacular website.

In the 12 Days to Xmas, Review Your Shares A-Leaping

2016-12-16 00:55:10

Hello Share Pickers. I'm in the middle of one of those interminable train journeys where you pass loads of familiar town names everybody knows, but where nobody ever stops. In this case Wilmslow, Hereford, Leominster, Ludlow, Crewe, Craven Arms etc. Well, have you ever been there?

 

The Dash to Buy Soaraway IQE May Not Be Over Yet

2016-09-21 00:05:28

Hello Share Swiggers. Let’s have an update on IQE (IQE) my favourite ‘new technology’ share. Though it’s not hard to reach that favoured position as I do not invest in many technology shares having been burnt rather too often.

Let's Return to IQE - Because Plenty of Other Buyers Seem to Be.

2016-08-10 00:00:25

Hello Share Spongers. We are still happily in a bull market. But it’s a very lazy bull that’s driving it. I know volumes are low as many a trader has left his desk for the family’s sake during school hols. But even so, the Footsie is not working very hard. And the Dow is even worse. On most days recently, it has hardly moved (either way) at all.

The Welsh Wafer Firm Gets a Share Boost - and It Could Be Justified

2016-07-21 00:20:26

Hello Share Fiends. As ARM (ARM) is likely to be taken over at a juicy premium for shareholders of 42% on the pre-news price, it is only fitting that we look at another company in (very) roughly the same line of business. It is another of my limited stable of technological shares and it's called IQE (IQE). 

Not Everyone Agrees, but I’ve Almost as Much Faith in Welsh Terrier IQE as Its Bosses Have.

2016-01-07 02:26:01

Hello Share Scrappers. One of my favourite penny shares is not every body’s cup of tea. I keep seeing IQE (IQE) on a list of most-shorted shares, you know the one that appears from time to time on this wondrous website.

Wafers, Wafers Everywhere - and Not a Share to Dump.

2015-10-07 23:32:45

Hello Share Changers. I seem to remember that Uncle Tom doesn’t particularly like IQE (IQE) a firm which has, once or twice, been described as the new Arm Holdings (ARM) 

Why It’s Wise To Be Wary Of Internet Outfits

2015-08-06 00:44:59

Hello share mates. I'm on the road at the moment. This means I'm having awful trouble getting this daily report to you. We forget this is still a new technology. There is still a long way to go before the Internet actually saves us effort, instead of causing it.

How to Invest in Wafers which Are Now’t to Do with Ice Cream.

2015-07-21 00:17:13

Hello Share Smashers.  There’s a techno firm I rather like. In some ways it’s a smaller version of Arm (arm) whose gizmos turn up in most mobile phones and other computery stuff. The name is IQE (IQE). It makes wafers for computers, but too my shame I’m not sure what wafers are. Except the ice cream kind.

Table of shorted AIM shares - 13/02/2015

2015-02-20 01:31:36

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 21/01/2015

2015-01-28 08:44:31

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Changes in disclosable net short positions - week to 21/01/2015

2015-01-26 06:50:50

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

Table of shorted AIM shares - 14/01/2015

2015-01-22 03:16:10

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE ('Position Holders' in bold appear in the table more than once)…

How to Make Money Out of Shares You Know Little About. Ref: IQE

2015-01-21 00:50:14

Hello Share Smackers. As I write this modest little column, my IQE (IQE) shares have leapt on the day by 12%. This is jolly good because I've been ambivalent about this investment.

Creston, Empresaria & IQE – share tip of the year updates

2014-12-05 04:30:35

Post recent interim results from one of my tips of the year, Creston plc (CRE), the following updates on how my three selections have performed to date.

IQE plc – some additional detail on transaction with Equities First provided, but significant questions still to be answered

2014-11-14 04:55:20

Having on Wednesday written on the recent dealings of IQE plc (IQE) directors with Equities First Holding LLC and on the same day contacted both the company and its Nomad, Canaccord Genuity, emphasising that further information should be provided and pointing to the questions my article raised, I have had no direct response from either, but note a 12:53pm Thursday announcement “to provide… further information”. The following reviews.

IQE plc – Equities First additional disclosures needed now

2014-11-12 04:58:58

Earlier today on this website, Tom Winnifrith noted the additional disclosure provided by cloudBuy plc on its Chairman’s “security for a loan facility”, the description of which has now changed to a “sale and repurchase agreement which Mr Duncan entered into with Equities First Holdings LLC”. Like Nigel Somerville with cloudBuy, I hold shares in IQE plc (IQE) and am arguably doing myself few favours writing this, but given IQE directors also announced recent dealings with Equities First, they too now need to step up to the disclosure plate…

IQE, IGas caught up in the Equity First/Quenron scandal – best to stand aside for now

2014-11-08 04:57:15

By next week it is more than likely that Quindell (QPP) shares will be suspended as the Equities First Scandal reaches boiling point as I explain again in today’s BearCast. That begs questions about IQE and IGas.

IQE Results, a bad share tip so far but now a good recovery play

2014-09-17 21:13:00

Leading global supplier of advanced wafer products and services to the semiconductor industry, IQE (IQE) has announced results for a first half of the 2014 calendar year impacted by “a significant inventory correction in the wireless industry and the translational effect of a strengthening of the sterling exchange rate against the US Dollar”, though adding that “destocking was concluded during Q2 and customers are forecasting an upbeat second half”

IQE - Outstanding Recovery Buy

2014-07-23 07:23:11

IQE (IQE) has announced in a trading statement that revenue was lower but that “a combination of efficiency gains, economies of scale, and sales mix has improved profitability “in the first half of 2014 and that it “is confident that the group remains on track to achieve its expectations for the full year”.  On that basis the shares, at 20.75p offered, the shares are a buy.

IQE at 21.75p: shares at an unwarranted 20% discount to peers claims Edison

2014-03-31 14:04:34

Pride of the sheep shaggers IQE (IQE) published annual results on Friday which (together with the fees it banks for publishing such notes) has triggered researcher for hire Edison to publish a bullish note.

Buy IQE on the back of results

2014-03-30 12:35:11

IQE (IQE) has announced results for the 2013 calendar year, noting that its establishment of strong supply routes to all of the major chip companies has helped it deliver continued growth despite some significant downstream inventory corrections and that, for 2014, it “remains confident of achieving full year earnings expectations and strong cash flow”

Sold Some Shares? – Well, Don't Look Back ref. Lloyds and IQE

2014-03-19 06:55:47

Hello share fans: As soon as I sold some Lloyds Group (LLOY) and some IQE (IQE), Sod's Law kicked in. Both of these pesky stocks rose. Only slightly, but as I sold quite a few shares, it was significant loss.

IQE – Moving into a Diversification Phase – that’s good says Edison

2014-03-10 12:02:50

Paid for researcher Edison reckons that diversifying revenue is good for Welsh chip maker IQE (IQE) and has published a bullish report today on that basis with the shares at 20.5p.

IQE plc – a tip of the year update

2014-02-20 08:13:45

Unlike my two other suggestions for tips of the year, shares in the Welsh-based manufacturer and supplier of semiconductor wafers IQE PLC (IQE) currently trade at a disappointing level compared to when I first tipped it it. At a present 20.75p, have I got it wrong?

The Closet Chartist’s SIX AIM Stocks of the week: 1 & 2, IQE and Staffline

2014-01-21 09:49:56

As a bonus feature the Closet Chartist has served up his six most exciting AIM TA situations of the week. He starts with IQE (IQE) and Staffline Recruitment (STAF). 

Edison cuts IQE Forecasts but insists shares still cheap at 23.75p

2014-01-06 11:05:00

Paid for researcher Edison has cut back its forecasts for Welsh chip producer IQE (IQE) to reflect “near term headwinds” – that is to say soggy Q4 sales. But it insists that at 23.75p the shares are still cheap.

Steve Moore’s tips of the year Number 1: Buy IQE at 23.5p.

2013-12-24 08:33:35

2013 has been a roller coaster ride for Wales based IQE (IQE), the manufacturer and supplier of semiconductor wafers and advanced optoelectronic and photonic components. 2014 will, I believe be far smoother and more rewarding for investors. At 23.5p this is my first tip of the year.

IQE: Edison cuts forecasts but says shares cheap after interims



2013-10-14 10:16:39

Commissioned researcher has reduced its forecasts for chip producer IQE (IQE) after the interim results but still argues that the shares are undervalued. 

IQE a buy at 31p – Edison

2013-08-28 03:39:42

Commissioned researcher Edison has published a bullish and detailed note on IQE (IQE) this morning with the stock at 31p.

Buy IQE

2013-08-23 03:52:27

Shares in leading global supplier of advanced semiconductor wafers IQE plc (IQE) were marked 4% higher yesterday to 29.75p-30.25p, on the back of an announcement that Solar Junction Corp has, on IQE high-volume, production-qualified wafers, set a new world record of 44.1% cell efficiency (certified by the National Renewable Energy Laboratory) for production scale concentrated photovoltaic wafer technology. This is just the start.

IQE – Uplift from Solar Junction News

2013-08-09 05:43:48

News from the land where no-one shags sheep: Manufacturer and leading global supplier of advanced semiconductor wafers, IQE (IQE) has announced that its material has been qualified for high-volume manufacturing by strategic partner, Solar Junction.

IQE Trading update - as cheap as chips?

2013-07-24 12:03:43

Shares in semiconductor wafer manufacturer and supplier IQE plc (IQE) have offered a volatile ride since I tipped them on my Nifty Fifty website at a 28.5p offer price in December – hitting 36.5p in January and February before falling back, particularly following some (what look misguided) competition concerns to commence the current month at just 18p. However, they have since recovered strongly and have nudged further higher today to 26.75p-27.25p on the back of a bullish update. They are still cheap.

Sell IQE (IQE): Not Looking So Clever

2013-05-04 09:17:28

There comes a time for every stock or market when you have to throw in the towel as far as the direction you may have been backing.

IQE: Placing, Trading Statement and Aquisition all look very good

2013-01-11 06:30:13

On January 10th IQE (IQE), the Wales based supplier of advanced semiconductor wafer products and services IQE announced a $75 million ($60 million on completion and $15 million payable on the third anniversary of completion) acquisition, a £16.5 million placing of new shares with institutional investors at 29p each and a 2012 trading statement.  Having tipped the stock at a 28.75p on this very website on November 19th -I am feeling rather smug 

IQE – a safe tech wonder stock?

2012-11-19 13:28:45

I recommended shares in AIM-listed IQE plc (IQE) at 24.75p in February of this year on t1ps.com – the site I founded in 2000 and left in September of this year. Shares in this leading global supplier of advanced wafer products and services to the semiconductor industry (which uses them to make the chips which form the key components of high-technology systems) now trade at 28.75p – so we are already a bit ahead here but could this be a red hot penny share? In the following I take a look at the outlook for the company from here…

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