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: Placing, Trading Statement and Aquisition all look very good

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- Tom Winnifrith

On January 10th IQE, the Wales based supplier of advanced semiconductor wafer products and services IQE announced a $75 million ($60 million on completion and $15 million payable on the third anniversary of completion) acquisition, a £16.5 million placing of new shares with institutional investors at 29p each and a 2012 trading statement. Having tipped the stock at a 28.75p share price on this very website on November 19th -I am feeling rather smug as the spread is now 36.25-36.75p. Indeed I also tipped this stock at 24.5p in my days round at t1ps so I am feeling doubly smug. But there is more to come.

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