Tuesday September 23, 2014


My First Hangover at the Greek Hovel – getting to know the locals in Kambos
Video Postcard #81 – Reflections on the summer at the Greek Hovel
The skies darken over the Greek Hovel as lovely Eleni and the rest of Kambos prepares for winter

PERSONAL, UNDILUTED VIEWS FROM TOM WINNIFRITH

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IQE – A world leader from Wales (there has to be one)

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- Tom Winnifrith

Like a capitalist-supporting article in the Guardian or a Gordon Brown appearance in Parliament, AIM-listed IQE plc (LSE:IQE) is a rarest of things – in its case a Welsh world leader in an economic space. The company is a leading global supplier of advanced ‘wafer’ products and services to the semiconductor industry – which then utilises them in the chips which comprise the key components of high-technology systems. Having taken a healthy profit on the shares in August 2010, I re-recommended them at 24.75p in February of this year on t1ps, the website I departed in September having edited it for the 12 years since its launch in 2000. Following a contract announcement today the share price is 27p and the following reviews this announcement and the investment case from here…

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