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Fanmail's Latest Comments

Hi John Two questions if I may: First, where would you like TRCS to be in 5 years time? Secondly, how is the international expansion strategy going? Many thanks.

I have looked at ZTF on a number of occasions over the last ten years but it always comes up against the issue that its cash flow return on capital is below its cost of capital. Tends to be a showstopper for me.

Another vote for IQE please. Cap ex seems to be their achilles heal with details emerging of more spend in Mass and Taiwan on top of Newport. Positive cash generation seems to be as far away as ever which I guess is not a surprise given the industry it operates in. Any comments on the large increase in creditors in H1 would be appreciated. Many…

It is great to have your input on this and am glad that you have clarified that IQE are (probably?) at the leading edge of development re the epitaxy process for compound semis. I am however interested in developing understanding of your comment that compound semis are not at the cutting edge of semiconductor development. If that is the case what and who is currently…

I think there is an issue here of what exactly "semiconductor" means. Most people including me use the word to describe semiconductor chips i.e. the finished article that consists of zillions of transistors, diodes etc that is used in so many applications. More accurately however it is the term used for the material that forms the wafer or substrate upon which all the electronics is…

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