Tom Keates-Miles @TomKeates

Designer by day, amateur investor by night. London Joined September 2011

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Tom Keates-Miles @TomKeates

5 days ago

@SkyNews The problem: conflating criticism of the Israeli state with an apparent attack on the Jewish population. You don’t have to be on the side of apartheid.

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Tom Keates-Miles @TomKeates

a week ago

@unusual_whales Market manipulation at it's finest!

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Tom Keates-Miles @TomKeates

a week ago

@washingtonpost Swapping brown shirts for black hoodies

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Tom Keates-Miles @TomKeates

a week ago

@rod_mallo Taste vs vulgarity. Perfect comparison.

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Tom Keates-Miles @TomKeates

a week ago

@HormuzLetter Anti-war president, don't make me laugh!

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$IQE Are they going to take this back into the choppy channel. Hoping for a bounce off the descending trendline at £0.46p, if not we might revisit the low £0.40s / high £0.30s. We need a meaningful catalyst, not just talk...

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Tom Keates-Miles @TomKeates

3 weeks ago

@Allstarsv16 With better macro I think we'd have pushed through the level, especially with the recent photonics/networking impetuous – guess it's back to chop chop chop until bonds peak. Also being pulled down by the wider LSE price action.

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Outer Ninth @outerninth

3 weeks ago

@mkfilko on IQE. With JPM stating $COHR is quadrupling InP capacity over the next 24 months after already doubling vs the prior year and notes that the full expansion is already sold out. $LITE CEO stating that they expect a 30/70 S/D ratio in 2027 and they are ramping expansion as quick as they can with no balance projected until at least 2029/2030. InP demand is insatiable. It's still a critical bottleneck. When the big boys can't produce enough, quick enough, what do you think happens ? They stop production ? ok boys shut it all down. No, they seek outside sources. yes, IQE is not a direct InP supplier, but you can purchase epi-wafers from them and as Leki points out the sovern supply chain is becoming more valuable. $IQE.LS is emerging out of a 6 month base with the highest weekly close since the current uptrend began 👀 These patterns have a way of continuing more often than not and the market environment finally seems supportive of the next leg up here. Don't say we didn't warn you 🤝

leki ⚔️ @mkfilko

3 weeks ago

$IQE Finally broke out of the pennant that it has been forming for 6 months now, absolutely insane. Last week, $IQE closed at it's highest ever since January 2023, on an increase in volume. This is notable and comes with reports of $LITE being sold out and not being able to

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Tom Keates-Miles @TomKeates

3 weeks ago

$IQE What a recovery!

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Tom Keates-Miles @TomKeates

3 weeks ago

@Lee_Trades It seems the EU inflation print is dragging us back down, FTSE now red – hopefully we can hold £0.50!

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Tom Keates-Miles @TomKeates

3 weeks ago

$IQE!!!

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Tom Keates-Miles @TomKeates

4 weeks ago

$IQE Finally breaking through the descending trend line, not on massive volume, but positive price action this week despite no announcements!

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Lee @Lee_Trades

a month ago

Positive article from BBC on $IQE and AI, strange to see a positive piece coming out of the UK.🙃 "We're growing jobs based on AI, not destroying them, says tech boss" bbc.co.uk/news/articles/…

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Tom Keates-Miles @TomKeates

a month ago

@LawnChairFund Nice close above the 9 day! But agree, all together undervalued – I think we have catalysts on the way!

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Tom Keates-Miles @TomKeates

a month ago

$IQE standing strong in the midst of a larger FTSE100 sell-off. We were up almost 8% on the day, and despite a rather nasty rejection of the 9/21 EMAs, a positive day holding the sideways consolidation! Onwards and upwards!

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Tom Keates-Miles @TomKeates

a month ago

$IQE Guess we're in the 'show me phase', price action is distinctly neutral and volume has almost halved over the past few months. Jutta we need deals!

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Tom Keates-Miles @TomKeates

a month ago

@LawnChairFund I fear you may be right, still holding the upward trend line - we need positive catalysts and pre-paid LTAs!

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Tom Keates-Miles @TomKeates

a month ago

$IQE Looks like we might heading to the 200 day. Macro just clipping our wings here! Maybe a big deal could save our bacon, but I think she's going to roll over!

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Tom Keates-Miles @TomKeates

a month ago

$IQE just holding the 50 MA into the close. Decision time as to whether this breaks out of the 5 month long consolidation or rolls over. It is looking a little top heavy right now, but I have faith it'll go, just needs one piece of good news and it's off to the races!

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Tom Keates-Miles @TomKeates

2 months ago

@Allstarsv16 Nice reaction off the descending trendline; bunching MA’s, looks positive heading into earnings, let’s hope management can convert the evident demand into tangible orders!