Registered:
4/12/15
Seen:
41 mins ago
Followers:
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Comments
390

Occupation: Retired

Interests: Commodities, Funds, International Stocks, Private Equity, Property, Stocks




JohnEustace's Latest Comments

It's 0.7% of Gross National Income, not taxation. UK tax is roughly 34% of GNI, so foreign aid is 2% of the tax take.

Any airline operating inter-EU routes has to be majority EU owned. Post Brexit this will mean that UK ownership will have to be below 50%. I assume the articles allow them to force sales to meet this threshold if necessary. This will also apply to Ryanair and IAG. Easyjet should be OK because Stelios still has 35% and can rely on the Cypriot bit of…

Imagine you have sold up and are now looking for the best place to invest the proceeds. Would you buy back in to Carillion or would you invest elsewhere?

Another point made by Mr. Rasmussen in the PI World video was that the things that IQE do are difficult to replicate even where there is no IP protection, so that their know-how built up over the years is also a competitive moat that for example enabled them to persuade a customer to let IQE take over the customer's in-house operation because the competitor was…

@cig IQE don't make VCSEL chips which will be why they don't show up on your Google search. They make the compound semi conductor material which they sell to the people who do make the chips. The video on PI World from Jan '16 is a very helpful explanation of the business. http://www.piworld.co.uk/2016/01/18/iqe-investor-presentation-mello-18th-january-2016/



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