Flowgroup Plc Share Discussion Threads

[gymratt] 07/4/2016 17:00

Nice chart....'gap-up' to 30p for starters ;@)

[brucie5] 07/4/2016 16:53

Pointing towards 30p, and thereafter, I can quite easily see 40. If we're restarting the boiler installations, gathering customers for the energy business, and have the possibility of a VAT ruling in our favour, the share price should start to reflect where we should have been tow years ago.

[laptop15] 07/4/2016 16:50

Thanks paleja, for the article always good to see positive comments/info like that in the magazines. Helps buying sentiment :))Also there could be more good news if the vat is announced at only 5% due to the green renewable angle!Plus the results are due at the end of the month....could tick onto to 30 quite easy!Kooba....we timed our entry perfectly just before this good run!Bruce you made a good decision...if we get to the 60 -70p broker forcasts we will be laughing :))Come flowgroup!!!

[paleje] 07/4/2016 15:26

IC comment on Monday:-

Last summer an EU Court of Justice ruling relating to the reduced VAT rate on green energy products hit the share price of Aim-traded Flowgroup (FLOW). The group was forced to announce that without this lower tax rate it would have to delay the launch of its electricity producing boiler, Flow mCHP. Ten months later the group seems to be back on track as it has announced that it will finally start to install its boilers this week.

The announcement comes alongside more good news that the Flow mCHP has been awarded Microgeneration Certification Scheme accreditation. This means that electricity generated from the boiler will qualify for the government Feed-in Tariff scheme, which provides payments for the use of green electricity generation technologies in the home.

Share-tip update:
A few months of positive momentum has seen the share price rise 31 per cent since our buy tip (15p, 26 Nov 2015). This is exciting technology and we think there's more momentum left in the share price; at 20p we reiterate our buy rating.

[brucie5] 07/4/2016 10:55

Do we have any details on that 60p valuation from Cantor?

[hannahh] 07/4/2016 09:36

If you would like to hear Tony Stiff, CEO, and Nigel Canham, CFO, present the results for Flowgroup, with the opportunity to ask them questions, we will be hosting a webinar on Wednesday the 4th May at 1.15pm.

To register please go to:

The presentation will last around 30mins with q+a to follow. If there are any questions you would like put forward to management please email them to [e-mail]

Thanks,
The Equity Development Team

[brucie5] 06/4/2016 21:51

I like the hold over 20.

[laptop15] 06/4/2016 20:28

Yes Bogota that would be a good driving force :)) fingers crossed they so a feature or update on flow!

[bogotatrader] 06/4/2016 19:05

Flat today bit with good buying activity....if there is a write up in Shares magazine or Investors Chronicle over next two days then these will be up smartly...

[laptop15] 06/4/2016 16:44

Good luck man! I think you made a good decision :)

[brucie5] 06/4/2016 15:56

Bought some.

[laptop15] 06/4/2016 15:10

Sorry...positive position today

[laptop15] 06/4/2016 14:10

Results are due April 29th!! Hopefully they are as good as expected :))

[1fox1] 06/4/2016 10:36

Hi Larry and uppompeii.... Yes it does seem a very loooooooong time ago. The next trading statement is due in two or three weeks. By the way the share price is going I'm hoping for more good news. Stiff should never have over-egged things in the first place. That caused the fall in share price when he didn't deliver on his promises.

[sian] 05/4/2016 21:14

Broker note out yesterday......Cantor Fitzgerald retains 60p PT.

[laptop15] 05/4/2016 20:21

Yes Kooba shanta looks positive and we should be due some news there soon too! We just got back into flow at the right time...lol :))Did you do any research into vast resources....some very good news there today! I decided to buy back in there as 2nd tranche cancelled and there is a gap of 90 days before next one starts and BP licence could come at anytime. Could potentially be a huge surge there! Worth a look as still dirt cheap for the companies future potential.

[kooba] 05/4/2016 19:39

Agree..Not many oils making progress with oil price topping out tbh.But I am happy holder.Shanta edging up too!Healthy move here today hoping some decent buying continues.

[laptop15] 05/4/2016 18:09

Hi Kooba, looking good here 3rd day in the blue :))) nice move above 20p and held with at 21p even with the markets down! Good sign.. lots of buying too! If the vat announcement comes through and its confirmed at 5% we'll be flying high!!Shame Hurricane isn't do much but going down each day! Need something to happen here...some good news would help!!

[uppompeii] 05/4/2016 15:15

Seems like an age we were at this price...and going in the right direction..

[larry335] 05/4/2016 11:40

1fox1
Yes, still here :-)
Seems like an age ago we were going on about the MCS...

[1fox1] 04/4/2016 18:53

Cheers grandwood. Yes things seem to be looking up. I suppose the clue was the buy by Claire Spottiswoode of 143,500 shares back in September 15 at 10.6p. Looks like it was a very good buy signal

[kooba] 04/4/2016 16:44

CourantI'm here for the boiler! ...met the old management team in the energetix days and have always been keen on the robust technology ...obviously bit disappointed with the progress and have thrown the toys and my holding out the pram more than once....but I think we are at an inflexion point on the boiler now and am confident of their market approach.I would not have bought into a energy provider ...however since one has emerged under the wing so to speak ...I have become more interested in the value creation...Was originally an idea to get to customers for the boiler it is now a large stand alone independent business ....that I believe at some point will be floated off or sold off ...if they keep the marketing leads. Very exciting times and imho the sum of the parts here is still not reflected in the valuation.

[grandwood] 04/4/2016 16:11

1fox1, just spotted your post 445....I'm still about, still with a significant investment here. I bought in to the drop at 15p and again just under 11p and sold in to the rise as it passed back through 15p. Was just waiting for the MCS accreditation so I might dip in again in the new tax year. Downside now seems pretty limited at these prices.

[courant] 04/4/2016 15:35

Kooba, I don't necessarily disagree - plenty to go at as regards a profitable seam of customers coming off the big six, who are riddled with inefficiencies, and really like the streamlined admin of the newer players, plus good customer service is a cheap way to market yourself (a number of friends and family have switched to Ovo off the back of my recommendation!). But just like to challenge my investment thesis!

Brucie5. It's not necessarily the case that the boiler is without value, but if the energy business alone supports the valuation (which is easier to estimate), then the fully expensed boiler IP may be in the share price for free (and this is much riskier and harder to value). You can then build your own valuation based on a low + high risk component, makes much more sense for this kind of company than applying a blanket PE or PSR, which masks the differential risks/business prospects.