Market's view on IQE
Published on April 2024
- Britishbulls has revised its stance on IQE, moving from ‘stay in cash’ to ‘Buy’.
- Discussions include views that graphene has no current affiliation with IQE.
- There is speculation about possible applications of graphene in reference to a Seagate promotion.
- A stock watcher noted a potential dip in IQE share price to around 20p.
- A short video about Heat-Assisted Magnetic Recording (HAMR) has been shared, considering its relevance to forum discussions.
- Predictions are being made about IQE’s share price dropping to 21p by the end of May without positive developments.
- Persistent theories about a potential takeover of IQE are being dismissed.
- There are doubts about IQE’s valuation above £300 million without new contract wins.
- The share price fluctuations of IQE are discussed, with a focus on maintaining resistance above 26p.
- Concerns are raised about IQE’s profitability and the sustainability of recent share price increases.
- A discussion on operational gearing focuses on understanding financial statements and the dynamics of fixed versus variable costs.