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09:52 27/09/2018

Dave sweeney

13:43 02/05/2018

Here's hoping your long range forecast bears fruit, Hyperproject. And I also echo your congratulations to DS.

11:38 20/03/2018

Great post bb. I too would really like to see a serious discussion about the pros and cons of IQE. The cons seems to be that for years it's been promising future profits, but that future seems to constantly recede on each succeeding RNS. Meanwhile all the profits are being handed over to the directors. The pros are obvious, but already baked into the share price, so that share price is constantly vulnerable to investors becoming fed up of un-delivered promises, and nervous of IQE's moat being breached before they finally deliver.

19:20 12/02/2018

Re: Double audit. The more pertinent question is re. KPMG. I highly doubt that they would have taken the role if they thought it was a poisoned chalice...

15:41 07/02/2018

Hi Dave Sweeney - please could you respond to WS's point that IQE aren't making much profit? Or do you perhaps you believe that profit levels are going to rise significantly in the next few years?

12:19 07/02/2018

Extract from Barclays Capital updated note yesterday for those asking for forward projections. AT £1.04, IQE trades on 23x/16x/13x 2018-20 P/E, multiples we consider very attractive given the 30%+ EPS growth forecast through the end of the decade. We reiterate our Overweight rating and £2.10 price target.

22:41 25/01/2018

Thanks to all for some entertaining reading. It's fascinating to see the different philosophies of the "investors" and the "speculators." Winning Streak. You said "in this game... losses are likely to exceed gains for the average private punter". It's not just private punters. Most hedge funds also struggle to make adequate returns with these strategies. And that's because (having insider information aside) it's just so freaking hard to call ST market movements. Shorters got it right on Carillion. But what about Ocado for example. They've been killed in the recent rally. Now personally I would have said their view on the Ocado story is not without merit. But the market has completely gone against them. Me, I'm in the investor camp. I'm not antagonistic to shorters. In a way I admire the courage. I just find shorting way too stressful and ultimately incompatible with the "investor" mind set - hone in on a great asset, place your chips and wait. As someone said on this board a while back it's like picking pennies in front of a steam roller. You will win... until the day you get flattened. On IQE only time will tell. Shorters ultimately have zero impact on the operational business and hence "value for long term holders". I'm a believer in the story with a LT time horizon. I guess time will tell.

15:36 22/12/2017

Take a look at this to see how the shorters get it wrong Big Time [link]

09:39 22/12/2017

The share price is being mauled by the bears. However , short sellers often get it badly wrong. Take a look at NVIDIA. Short positions were up to 17.6% when the share price was $40 last year.

13:28 08/12/2017

Like many here, I'd like to thank you Dave for your detailed reports on IQE. Perhaps fewer would like to join me in also thanking Winning Streak too, for effectively playing devil's advocate.

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