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IQE or Not IQE? That Is Still the Question

By Malcolm Stacey | Tuesday 8 August 2017

Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

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.

Yet I still hold all the shares. They are now up strongly or down just as strongly every trading day that comes. So that if I thought about my daily gain or loss, I would be in a bit of a state. So let me give you a few reasons why you might invest in IQE, while at the same time rehearsing my own excuses for staying in.

The new Apple headset for tracking in 3D may or may not include IQE’s ground-breaking technology. But if it does, the share price will probably take off yet again. The Cardiff-based outfit makes techno gibbons inside laser diodes, which it seems Apple may (or may not) want. Apple likes to be secret about these things and may have insisted to IQE that it mentions nothing either.

Tracking in 3D will not only be fun, but will enable face recognition. I know I am likely to be losing you at this point, because I’m fairly lost myself. But I’ll press on.

IQE has four fifths of the market in semiconductor wafers. These are better than more common silicon wafers used in microchips. Apple is expected to release new whiz bang versions of the Iphone in the early Autumn. It may have new gimmicks, like wireless charging and edge-to-edge screens. IQE may be able to help there.

But even if IQE has nothing to do with Apple, there are plenty of other manufacturers which are going to need what IQE can do. Here are some of the applications which - and I’m guessing here - is what pioneering IQE technology could be included inside; scanning in 3D, Printing in 3D, driverless cars, face recognition and eye tracking.

So, dear chums, I am hanging onto my IQE shares. Though the P/E ratio is now high and you mustn’t blame me if the share price fails to perform.

And now it’s time to revive in the Punter’s Return.

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