Ann: IQE - 2015 Investor Open Day Presentation, page-4

I'm curious to know what makes this set of forecasts any different to the previous two.
In fact, I didn't expect any sort of improvement in SP until they started hitting guidance...

And that doesn't change the fact that I bought based on guidance given by a new, unproven management team. Even if I make money on this investment, it doesn't mean I did it the right way.


That said, as it stands the company does look cheap.