Hydrodec Share Discussion Threads

[the shuffle man] 13/7/2016 11:16

This paint is worth watching at the moment !!

[capricious] 13/7/2016 11:09

Second day in a row, we'll likely hit the top riser list, currently looks good for top 3.

[capricious] 13/7/2016 10:59

We've been due a re-rate, the share price was ridiculously under priced, an overhang that was likely absorbed by an MM, with competing "leap frogging" downward prices, being responsible.


I imagine with the backdrop of continued strong demand, the output has held or improved. It's certainly feasible we're just now seeing the share price respond.

[capricious] 13/7/2016 10:11

That is what worries me, although Mr Black's stake & a large proportion out of circulation, must provide some protection.

[the shuffle man] 13/7/2016 09:11

Could be an attractive take over target for a US company with the Pound weak and share price near an all time low.

Any thoughts ?

[capricious] 13/7/2016 09:09

Although I obviously like the improvement in sp, I don't like not knowing the reason. Apart from further news, It could be that finally, the number of available shares has dried up or that if we had more than one MM, they aren't competing (or dropped out) like it seemed in prior months. The sudden change has me thinking it is something else.

[the shuffle man] 13/7/2016 08:10

cap I think you are right. Been marked up from the off this morning. Lets hope good news is on the way.

[capricious] 12/7/2016 15:57

Can't see this being just volume generation, it's jumped 22% on volume that isn't anything special compared to other days of a fixed in-stone share price

Imagine we'll find out soon enough.

[capricious] 12/7/2016 10:53

Sudden flurry of activity, volume isn't necessarily anymore than what we've previously had but the MM releasing the share price is interesting.

Are they simply generating volume, or is there an update coming, e.g. output or that G&S have paid the next tranche of money etc

[the shuffle man] 12/7/2016 08:25

Early action this morning !

[kendonagasaki] 03/7/2016 07:32

Delicious!You definitely can not but in large volume.big orders are in and waiting to be filled and at this silly price it's a giveaway.

[capricious] 29/6/2016 21:39

Since a system outage meant posts have only been reinstated upto midnight last night, I'll repeat again.


So we had nearly 2 million shares bought on Monday and the share price was set in concrete but a small sell volume over buys today, saw it drop pretty quickly. Strange times, I can only imagine there must still be an overhang, although on occasion it's not been possible to buy in quantity.

[capricious] 27/6/2016 15:02

You Shall Not Pass!

Jeez how much buying does it take :)

[capricious] 27/6/2016 12:10

Agree with both posts.


Oh in case anyone didn't get why I mentioned peso/CAD, If I'm not mistaken they do export to Mexico, and also believe Canada.

[kendonagasaki] 27/6/2016 12:02

Worth more today then yesterday imo!

[1gw] 27/6/2016 10:59

I thought the bulk of cashflows both costs and revenues were $-based. If so, then any valuation of the company based on revenue multiples, (future) profit multiples, or discounted cash flows will be higher in sterling when sterling weakens against the dollar.

So I don't think a stronger $ vs the £ will help dollar profits directly to any great extent (other than some UK overhead costs being lower), but it should increase the theoretical value of the company in sterling terms, assuming it is being valued on a going-concern basis, shouldn't it?

[capricious] 27/6/2016 10:34

Difficult to say. Accounting wise they report in dollars but do they repatriate profits to the UK? Not sure they would since operations are in the US (apart from HQ, salaries and other fixed costs etc)

Obviously most sales are internal to the US but the dollar has strengthened against the peso for two years, so any effect is already there. The Canadian dollar is roughly where it was a year ago.

So in a roundabout answer, I don't know the effect.

[kendonagasaki] 27/6/2016 09:21

The strong dollar will help out here as far as profits are concerned?

[capricious] 26/6/2016 17:35

I missed it due to the momentous events these past few days but Dame Mary Archer has taken advantage of the low price to create her first holding in the company.


I see we kept any mention of the vote far away from the thread; I was so tempted to say that I thought (*) it was going to be 52/48 (actual 51.9/48.1) in favour of leave but when prof Curtice put out his poll of the exact opposite, I did not want to look foolish.

I couldn't understand the markets, they were following the odds but if you drilled down, although less money overall was placed, there were far more small bets for leave than remain.


* complete guess but based on actually watching every debate, tv, youtube, social media, the audience responses shifted around three weeks ago, which made me think to ignore the polls.

[capricious] 24/6/2016 13:23

Ah ha, that's better, so that would be because they were about to uptick the price.

[vitamal] 24/6/2016 13:13

I can now buy 50000 at top dollar or 2.25p

[capricious] 24/6/2016 13:06

I have suspicions (rightly or wrongly) that something is going on. Normally if you can't buy, the demand is outstripping supply, therefore the price rises. For some reason the MM is not selling to the market (a buy from a punter) but is ready to accept a sell (a buy on 'their' side) at a large drop relative to the bid/ask prices.

If this was an isolated position, then it would seem to be just normal but this has been going on for months. Maybe I've got it the wrong way around, as the jumping around in spread, means a sell could be a buy and visa versa?