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Hi Paul A very strange decision from IQE. Given the "inflection point" alluded to in the results, I guess IQE wanted to be 100% certain that nothing distracted from the message they wanted to get out, but who knows... FWIW, the powerpoint presentation is available at: Regards, Martin

Hi Paul Many thanks for your post 5 on this thread detailing your highly developed approach to risk management. This is a topic that is hardly ever discussed on bulletin boards, so it is very interesting to hear what you do. My personality means I choose not to use any leverage and am now holding a lot of my investment resources as cash (50%'ish). However,…

Julian Re IQE I think it's very dangerous to allude to "some problems they don't want seen", that Paul would notice.... ...but presumably every other person at the presentation would ignore or not even notice. There is no evidence to support this. When Paul is excluded, as was also the case for the most knowledgable IQE poster on ADVFN, who apparently holds circa 3%, it…

Hi Paul Fantastic reports on IQE and G4M. Thank you. However, I really do wish you would stop running large leveraged positions. I don't know your win/loss ratio on these but if the sh1t really did hit the fan on an overly-large position, and one had not got guaranteed stops in place (maybe you do?) it can, as I know you know and have experienced,…

Hi Graham In terms of TTG's cash position, I think you need to try and take account of the disposal announced on 19-Jul-17 which will, provided it completes, transform the cash situation and facilitate future changes in the nature of the business. I did look at the results this morning but was not quite sure whether on this basis the shares represent a bargain. HTH.…

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