Flowgroup Plc Share Discussion Threads

[jscowi] 22/3/2017 10:46

After all that has gone on do you trust Flow to launch into Europe Kooba?

I think Mr market does not.

BUT if they can then these will fly.

Bloody risky this one after the energy is sold off.

[saju124] 22/3/2017 10:45

I don't know what happened today. Yesterday was up by 35? and today is down by 11?, still yet not moving. Anyone please give me update on that

[kooba] 22/3/2017 10:16

Customer service still rated highlyhttps://www.energylivenews.com/2017/03/22/new-tool-rates-energy-suppliers-customer-service/

[1fox1] 22/3/2017 09:07

Now back under 5p Probably due to all the other previous statements Stiff and co made that didn't materialise.

[noirua] 22/3/2017 08:39

Market has faltered as there is no clue as to the price the best bidder chosen is going to pay or the method of payment - these could be strung out depending on performance. Difficult to workout what value to put on the shares but maybe a pullback to under 5p gives an opportunity. There are other bidders on the sidelines if this one fails to workout: So position looks quite strong.

[jscowi] 21/3/2017 15:42

1fox1 - yeap have to cut your losses at some point and move on. Flow had great potential but have never ever achieved anything with excuse after excuse meanwhile directors being paid way to much typical AIM. The theft of money from the placing for the combi development was a cracker.

The hatred of the company by some posters over on LSE is something different, glad you can take it on the chin & hopefully recoupe some losses with the sale of the energy side, at least Stiff & co have done something right along the lines if nothing to do with the game changing boiler!

[lazarus2010] 21/3/2017 12:50

ps if you don't know about the ECO RF boiler design, check it out. The heat exchanger has copper tubing cast directly into it. This means zero corrosion of the HE and hence zero possibility of failure due to corrosion.

"There are only 12 parts used in the design of the Flow Eco RF. Only four of these move. That means there are less things to go wrong. Each of those 12 components is also of the highest possible quality. Take the heat exchanger. It has never had a mechanical failure in over 20 years and 1.6m installs. That’s a lot of happy customers with complete peace of mind. No other boiler delivers this level of reliability."

[lazarus2010] 21/3/2017 12:41

Just looking in as I've been following Flow for a few years but never invested.

I also posted previously about the Eco RF boiler which I had installed in December but not under Flow Energy. At that time I knew that many of the companies offering me quotes for other makes were in discussion and some had commenced training of their engineers to fit the Eco RF models. This indicated to me that there would be a big push to sell these boilers and hence Flowgroup should start making profits from this additional activity; however it seems that they have not given this new strategy any time at all to mature. I'm wondering why is this? At the time they did the deal with Intergas I understood that other manufacturers were after their technology, but Flow managed to get their hands on it by taking the UK license. A coup for Flow. Now is that strategy failing or succeeding? In my opinion it's one of the best boilers on the market. It is tiny in comparison to other makes, is very economic, puts out bags of heat and hot water (I have the Eco RF 36) and has the fewest working parts of any domestic boiler. I can't see it failing unless there is a huge management failure...which could be the case. I would rather think that it is a success and will be a major component of the sale of Flowenergy along with the energy supply accounts. This latter business surely is worth a great deal to either a market newcomer or an existing player who maybe wants to double their size and benefit from economies of scale?

Seems to me that Flowenergy is a valuable asset to be sold, as to what it is worth I haven't a clue lol.

This then leads to how much the micro energy boiler business is worth, if anything at all? All the R&D has been done, manufacturing has commenced, they just need to convert this to sales. If it is true that the business is more valuable in Europe then it would be great to see a major player come in and take a stake or buy the lot.

As somebody said, maybe company is worth 2x's current share price I can't see much downside unless the buyer pulls out and the micro boiler investment collapses. Probably worth a punt for the news on the buyout of Flowenergy alone.




good luck everybody.

[1fox1] 21/3/2017 10:43

Whatever you decide grandwood good luck.

[richie666] 21/3/2017 09:27

Total and utter wrong price imo.As edison note says, sale is likely to be at a multiple of current mkt cap.8-10p imminently imo.

[philjeans] 21/3/2017 09:20

Looking good for 10p - bargain rating here now.

Won't get £70m but should be north of £25M.

Cash shell then.

[entropy22] 21/3/2017 09:16

Pugugly, thanks for the advice. I do however feel that my estimate will be closer than some of the more ridiculous, negative estimates on here. Time will tell. GLA

[someuwin] 21/3/2017 08:57

Cantor Fitzgerald today reiterates 21p target...

Flowgroup FLOW
Cantor Fitzgerald
Buy
Price 5.13
Target 21.00
Reiterates

[gertie2shoes] 21/3/2017 08:41

Perhaps the lesson is 'Never buy stock in a company where the revenue is heavily dependent on erratic government policy'.

[entropy22] 21/3/2017 07:56

Sale
On 8 February, the Company announced that it was actively pursuing the sale of Flow Energy Limited and can now report that, following that announcement, it received a number of indicative offers for that part of the Group. The Company announces that it has selected a preferred bidder and has entered into an exclusivity agreement with this party. Whilst there can be no guarantee that the sale of Flow Energy Limited will complete with this party, or that the sale of Flow Energy Limited will complete at all, the Company expects to make a further announcement in the coming weeks. Any disposal would be conditional on shareholder approval. The Directors continue to consider alternative funding options for the Group should the disposal of Flow Energy Limited not conclude for any reason.

[pugugly] 20/3/2017 17:43

entrophy22: I see you appear to be a newcomer to ADVFN - If only a recent/new investor the majority of brokers analists (deliberate spelling) have little knowledge of the underlying real business and competitive environment about the companies they write up - Also if they are employed by the House Broker their job (in spite of the so called Chinese Walls) could be on the line if not an encouraging report Also take care where the report has been funded by the company. - Just some thoughts from an person who when he/she stated investing thought that analysts knew what they were talking about but having lost a lot realised that the ordinary investor - by applying common sense might often do better - Hope this helps.

[1fox1] 20/3/2017 16:40

Ha ha Well said diku. Good luck grandwood. Do you not find it rather worrying the directors haven't been buying with you? Entropy...Someone with credentials? You mean the analyst at Cantor? Come on you don't take these people seriously do you. That's a bit like me once taking Stiff seriously. I have learnt the error of my ways now though. It's cost me a few quid mind.

[diku] 20/3/2017 16:33

Why do you think it is called the AIM market?......AIM = Am I Mug!!!....

[grandwood] 20/3/2017 16:25

For good or ill, I am buying at these levels