Eneraqua Technologies Share Discussion Threads

[eeza] 24/5/2023 18:23

Vox markets

[igoe104] 24/5/2023 13:05

Anyone missed the company presentation the link is below.

[owenski] 24/5/2023 12:31

Not a holder here, yesterday's price move looked like a catastrophe, but I don't see it as justified. Looking like panic and sheep. Gonna have a look to see if this is a good entry point.

[18bt] 24/5/2023 10:59

New ST note in the IC FWIW. "investors have overreacted given that the shares now trade on price/earnings (PE) ratios of 11 (2023-24) and 8.9 (2024-25), modest ratings for a group that is still exposed to a fast-growing market and one that the UK government is committed to developing"

[haroldthegreat] 24/5/2023 08:43

Got a bargain @ 1.88 p I would have purchased loads at that price !

[guyswonga1] 24/5/2023 07:27

very likely more director buys today at these crazy prices

[7rademark] 24/5/2023 07:21

Rns director buys.The rns gives in insight into the probable disbelief of yesterday's fall, check out the prices, 20k at 1.88p, then went back for another 5k at 1.6p. The 2nd director purchased at 2.1p.

[igoe104] 23/5/2023 21:22

Eeza your making yourself look a complete plonker, calm down..

Admittedly the CEO should of been abit more upfront instead of trying to blag himself out of the situation, we could of them be nursing a 25% loss instead. The market doesn't like someone pulling the wool over its eyes...

[eeza] 23/5/2023 21:16

Maybe Liberum missed out the decimal point and it's 33.5.

It was higher than 335 only 2 months ago.

[haroldthegreat] 23/5/2023 21:02

Do liberum say when it will hit 335 . At 1001 i cant wait another 1000 years for it to . Anyway with inflation ......... that must come true at some point ! 3023 ?

[haroldthegreat] 23/5/2023 20:45

I did not say that contracts had been cancelled but asked if there was compensation due to the company if they were ! Now you know I was not killed in 1066 but escaped and developed a potion that has kept me alive till now . I invested in a company that has produced eroxon and now plan to produce many little Harolds to take back control of the UK. Viagra turns my remaining eye blue , a well know side effect , and it reminds of the sea so I get depressed . Eroxon has no side effects but the Normans say it does not work . Little do they know !
I see you only invaded ADVFN in 2004 so you haven't had much success in deposing me yet !

Keep an eye out for a 1001 year old man . I do not look my age but have gone grey and shrunk . I was 7' tall which is why i was called great .

i should not really reveal this , but you can find it on line

A cult of hero-worship rose around Harold, and by the 12th century, legend says that Harold had indeed survived the battle, had spent two years in Winchester after the battle recovering from his wounds, and then traveled to Germany, where he spent years wandering as a pilgrim. As an old man, he supposedly returned to England, and lived as a hermit in a cave near Dover . SO NOW YOU KNOW !!!!!!!!!

[eeza] 23/5/2023 17:30

Well it finished on almost the day low, so not expecting a quick bounce.

[rivaldo] 23/5/2023 17:28

Meanwhile... Liberum have now issued a huge 60 page Buy note, with a 335p target price!

They forecast 15.3p EPS this year, rising to 18.9p EPS and then 22.7p EPS.

They also forecast a £5.7m cash pile at the end of this year, and a 1.4p dividend.

That's tonight's reading sorted....

[rivaldo] 23/5/2023 17:25

Been at Mello all day. Obviously surprised at the extent of the reaction to today's disappointing news. On the other hand, unsurprised given as oft previously commented (1) the illiquidity due to the small free float and (2) the presence of a large seller for some months now as evidenced by online limits. Which raises further questions about either the seller's perceptiveness or their forwarnedness (is that a word?). But that's something else entirely...

Also as previously posted, I was most fortunate in deciding not to add to my prelimiary holding here :o))

Management have blotted their copybook, perhaps due to naivety as this is a relatively new IPO/young company. We were aware of revenues being pushed into this year, but the effect of so much lower margins due to a different revenue mix surely deserved much more commentary than was provided.

Nevertheless, on fundamentals and prospects I suspect the share price fall is well overdone. The share price might hang around for a while until evidence of an uptuen in margins etc, or there might be a sharp bounce given the illiquidity and an overhang clearance as discussed.

[eezymunny] 23/5/2023 15:33

Customers mainly councils? They´ll soon wise up to prices that give 20%+ operating margins, you´d think and hope.

Competition will kill the golden goose, me thinks.

[7rademark] 23/5/2023 13:44

20k delayed buy

[zho] 23/5/2023 13:39

A heat pump provider with a bargain share price

Shares fell sharply on news of a lower profit margin, but demand for its services will only increase

May 23, 2023
By Simon Thompson

Article ends with:

"That said, investors have overreacted given that the shares now trade on price/earnings (PE) ratios of 11 (2023-24) and 8.9 (2024-25), modest ratings for a group that is still exposed to a fast-growing market and one that the UK government is committed to developing, as I highlighted when I analysed the investment case earlier this year. Hold."

[jadowshati2] 23/5/2023 13:37

Higher margin based around control flow product

[mbdx7em21] 23/5/2023 13:23

good 3-5 year hold, excellent entry price for that period of holding. slaters holding chunk. have bought in at 165p. also get impression seller/seling done. free float is only 10m share so illiquid..

[eezymunny] 23/5/2023 13:21

The idea that they could sustain such high margins was very optimistic IMO. They just install heat pumps and the like, no? An operating margin of 5% sounds more likely going forward, as competition intensifies IMO.

[jadowshati2] 23/5/2023 12:56

If they can average 25 EPs for next ten years on energy business, that's cheap anyway with the b2c as a bonus. Seems like an overreaction to hit this mcap

[igoe104] 23/5/2023 12:53

I didn't know any contracts had been cancelled? You need to start listening more, Harold.

Or you might get a arrow in your eye...

I'm from Norman descent, so you better watch yourself..

[haroldthegreat] 23/5/2023 12:50

Do the contracts contain compensation clauses for cancellation ?

[7rademark] 23/5/2023 12:49

Heat pumps will have to improve on both performance and cost, but they are the future.I've seen some over reactions in my time but this is incredible, down 40% yes but it looks like a seller wants out and margin calls are doing the rest of the damage.