Hardide Share Discussion Threads

[ansc] 14/7/2021 13:43

Added a few more to the family pot today on reading that RNS.

[johnwise] 14/7/2021 12:27

Bought again yesterday 1,608,123 @40 pence

Killik & Co LLP -- Patrick Evershed CBE (and family accounts)

Hardide PLC Holding(s) in Company


Patrick Evershed CBE

Patrick has worked in the City since 1997. Over the last 35 years he has been a unit trust fund manager, and for much of this time, he has been top, or near the top, of the performance tables. Between November 1999 and November 2004 the fund he ran was the top performing UK Unit Trust.

[johnwise] 14/7/2021 12:26

Bought again yesterday 1,608,123 @40 pence

Killik & Co LLP -- Patrick Evershed CBE (and family accounts)

Hardide PLC Holding(s) in Company


Patrick Evershed CBE

Patrick has worked in the City since 1997. Over the last 35 years he has been a unit trust fund manager, and for much of this time, he has been top, or near the top, of the performance tables. Between November 1999 and November 2004 the fund he ran was the top performing UK Unit Trust.

[rogerramjet] 13/7/2021 16:45

The LSE information for the trade says - Ordinary Cross at same price. Are you sure it's a BUY?Regards RRJ

[johnwise] 13/7/2021 16:06

Large trade on Hardide (HDD) today 40 pence

[johnwise] 13/7/2021 16:05

Large trade on Hardide (HDD) today 40 pence

[marktime1231] 06/7/2021 11:30

Thank nick, dozey and others for recent news. I think we were pretty sure the HDD facility would be approved, and pretty confident of demand from Airbus and other customers for HDD coatings ... so all we need now are revenues, profits and the share price to respond. Our patience will be rewarded here, 35p is no reflection of the value we saw before covid, the discounted February fund raise at 30.9p to blame. Well exposed to the opportunity ahead.

[ansc] 08/6/2021 13:15

Added a few more myself today, marked as a sale by the Market Manipulators of course.

[dozey3] 08/6/2021 07:43

Here are tha main points: “...

Today, we hold approvals from Airbus, BAE Systems, Lockheed Martin and Leonardo Helicopters, and hold AS 9100 and Nadcap Merit accreditation. We regularly coat parts for BAE Systems’ Eurofighter Typhoon, Lockheed Martin’s F-35 Lightning II and Airbus’ A300 Beluga Super Transporter and A380, the world’s largest passenger aircraft. First orders are expected shortly for a range of Airbus A330 and A320 wing components and we are in the final stages of agreeing a long-term supply arrangement with a major German Tier 1 supplier and arrangements with key UK and European Tier 1 suppliers for coating further A320, A330 and A400M components. First production of these is expected later this year.

At the same time, we have lots of exciting development work underway for a variety of new parts including engine metering valves, reverse thrust actuators, hydraulic cylinder actuators, landing gear actuators, door stops and landing gear pintle pins....”

Thinking of adding to my modest holding with some of the WEY takeover proceeds.

[johnwise] 27/5/2021 11:47

Airbus Gears Up For Large Production Increases

As aviation in certain parts of the world has shown robust signs of recovery and vaccines continue to roll out, Airbus is gearing up to gradually increase the production of its single-aisle jets


..................

Hardide PLC

18 May 2021

Airbus final approval of the Longlands Road site due July
2021
-- Encouraging progress with aerospace customers:

* Airbus approvals gained for various A320, A330, A380
and A400M components

* Regular Airbus orders for A300 'Beluga' door
components

* Orders for BAE Eurofighter Typhoon canopy locking
components five times higher than the same period
last year

* New pipeline projects for aircraft landing gear,
helicopter and business jet applications

[johnwise] 27/5/2021 11:47

Airbus Gears Up For Large Production Increases

As aviation in certain parts of the world has shown robust signs of recovery and vaccines continue to roll out, Airbus is gearing up to gradually increase the production of its single-aisle jets


................

Hardide PLC

18 May 2021

Airbus final approval of the Longlands Road site due July
2021

-- Encouraging progress with aerospace customers:

* Airbus approvals gained for various A320, A330, A380
and A400M components

* Regular Airbus orders for A300 'Beluga' door
components

* Orders for BAE Eurofighter Typhoon canopy locking
components five times higher than the same period
last year

* New pipeline projects for aircraft landing gear,
helicopter and business jet applications

[rogerramjet] 21/5/2021 06:13

Hi JohnwiseAnd growing their holding. Re RNS 19th May 2021.RegardsRRJ

[johnwise] 20/5/2021 13:54

Why are smart investors so successful ?


27-Apr-2021
Killik & Co LLP Mayfair, United Kingdom

Patrick Evershed CBE (and family accounts)

Bought 4.200000 Hardide PLC shares



His track record in investment.

"Patrick has worked in the City since 1997. Over the last 35 years he has been a unit trust fund manager, and for much of this time, he has been top, or near the top, of the performance tables. Between November 1999 and November 2004 the fund he ran was the top performing UK Unit Trust."

[marktime1231] 20/5/2021 12:35

Thanks to nick100 ... "For example, development is progressing well and at a swift pace for the use of Hardide-T coating on components used in the production process of lithium-ion (Li-ion) rechargeable batteries. These are commonly used in electric vehicles"

So the line about EVs was not for vehicle components it was for tooling for EV Li-ion battery cell manufacture, I'm guessing it is Tesla. So Johnwise we understand HDD are not talking about substantial volumes of vehicle components. (Cue another anonymous downthumb and threats to filter).

Nevertheless it is good to read how pro-actively HDD are going about marketing the benefits and potential applications of its coatings. Not just sitting back waiting for the benefits of deals with Airbus and Lockheed Martin, cleverly targetting future growth industries, listening to requirements and developing solutions. Already done the hard bit of investing in capacity, barriers to competition in place. Very happy with how HDD is being managed.

The HDD share price is deflated but these are indeed what someone describes as bottom-draw shares, filed away for the long term.

[johnwise] 19/5/2021 11:49

These electric car startups are looking to take on Tesla

[johnwise] 19/5/2021 11:46

You could be talking substantial volume of components
regarding US-based manufacturer of electric vehicle

[marktime1231] 19/5/2021 11:22

Ah, so Hardide might not have an application for EV components, it is needed in the production toolsets and processes involved in making EVs, the punches and presses and ... I would have thought the number of "very large, US-based manufacturer of electric vehicles" could be narrowed down to one company.

Not quite so exciting then.

[ga_dti] 19/5/2021 07:26

Philip Kirkham joined DT to talk through their interim results to 31st March 2021:

[nick100] 18/5/2021 17:44

From the results.

Recognising the strategic changes taking place in the global energy industry around the drive to 'net zero', the Board has accelerated its strategy to build its position in the alternative energy sector. Several applications have been identified already. For example, development is progressing well and at a swift pace for the use of Hardide-T coating on components used in the production process of lithium-ion (Li-ion) rechargeable batteries. These are commonly used in electric vehicles, as well as in military and aerospace applications. Applications in battery recycling, geothermal, nuclear and biomass energy generation are also being explored. The coating is already embedded into the production process of a European solar energy company, which has major plans for expansion.

[shieldbug] 18/5/2021 15:29

Is there any indication what part of the EV the coating is used on? Is there a wider use case?