#IQE – £95m placing at 140p
- 2017-11-10 00:45:31
UK 08:31 Saturday, 7 November 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
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 (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.
A “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…
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...
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...
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.
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:
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.
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.
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.
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.
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...
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.
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...
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.
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.
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.
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.
