Hardide Share Discussion Threads

[johnwise] 16/1/2022 18:26

Brent oil futures have jumped 10% since the start of the year but the physical market is still racing ahead, with differentials for some grades hitting multi-year highs, suggesting a tight market will push the futures rally on.

“These are crazy numbers. There clearly is physical tightness,” a North Sea oil trader said.

Key benchmark grade Forties traded at a fresh two-year high on Thursday at Dated Brent plus $1.80 a barrel.

Other North Sea grades have also hit one or two year highs. Prices for key west African grades like Nigeria’s Bonny Light have jumped too since the start of the year.

More

[ohsod1t] 14/1/2022 14:24

This company must be ripe for takeover.

[johnwise] 14/1/2022 11:47

VIDEO
Another Case for $100 Oil



$80 Oil Is Too Enticing For U.S. Drillers To Ignore


U.S. Proved Oil Reserves Slip 19% In 2020

[livewireplus] 29/12/2021 09:49

Someone 'happy' to pay over the odds for £10k worth of these this morning ....

[man1] 24/12/2021 23:38

Ansc all the best for Christmas and the new year . Send me a email as ur email keeps bouncing

[nick100] 23/12/2021 10:04

ShareSoc Webinar with Hardide plc (HDD) - 14 December 2021

[tightfist] 15/12/2021 10:19

Hi, I am new to Hardide so cannot compare with anything presented previously. I came away pretty impressed - Phil Kirkham certainly knows his stuff. I thought the presentation was techie-centric rather than finance focussed - depends on your audience? The impression was that the company is not over-dependent on Airbus - not sure about the figures. They have highly-sticky customers, good margins, plenty of spare space/capacity and operational gearing; so on that basis, what's not to like?I thought he handled some quite incisive Q&A rather well, apart from the EIS redemption question that caught him flat-footed. The response to the short-term cash flow was also mediocre, though it sounded as though volume was increasingly quite sharply..I couldn't dial-in to the follow-up discussion session, which was a shame. Cheers, tightfist

[man1] 14/12/2021 21:35

Anyone a update on how the seminar went , unfortunately I missed it .

[sharesoc] 12/12/2021 16:18

Not long left until Hardide present at our webinar on the 14th December. Potential investors and current shareholders may be interested in seeing Philip David Kirkham (Chief Executive Officer) present:

[mr macgregor] 10/12/2021 17:02

Don't mention Omicron. This CEO is always chipper beyond plausibility. Cash call ahoy.

[ansc] 07/12/2021 18:16

145k trade @ 31.344p just before the market closed ..... I wonder what the opening price will be tomorrow?

[nick100] 07/12/2021 07:01

Hardide PLC - Oxfordshire-based advanced surface coating technology developer - Outlines upbeat expectations for coming year despite reporting a widened pretax loss for financial 2021 on a 25% decline in revenue. For year ended September 30, pretax loss widens to GBP2.9 million from GBP1.4 million last year on revenue of GBP3.6 million, down from GBP4.8 million. Looking ahead, says demand is now "resurgent" across all sectors and has healthy pipeline of exciting opportunities in both current and new markets. Notes several new contracts including a first large production order received for the coating of gas turbine blades with a European turbine manufacturer and a production order for Airbus A320 aircraft wing components.

"Looking forward, the much improved sales performance in the first months of the current financial year and the considerable pipeline of opportunities augur well for further growth in sales. This provides us with confidence in the group's prospects for 2022 and onwards," says Chair Robert Goddard.

Current stock price: 31.50 pence, down 3.1% on Monday

Year-to-date change: down 1.6%

By Will Paige; [e-mail]

[dozey3] 06/12/2021 13:57

Disappoint: that’s what they’ve been doing for years.

[marktime1231] 06/12/2021 12:16

Muted financial results for FY21 as expected, aero and drilling sectors depressed by the pandemic and the decline of oil, but signs that orders are now taking off so we can expect ??? in FY22. Sales north of £5M might see HDD breakeven, but they weren't brave enough to say if that is on the cards. Strong conviction that this is winning technology but hooked on a small number of sectors and customers who remain challenged. The cash situation is making HDD look vulnerable. What looked fair value at 60p and a snip at 40p is now struggling to keep above 30p. Tapping the market at this level would be really disappointing, so what do they do?

[sharesoc] 29/11/2021 22:31

We are hosting a webinar with Hardide plc (HDD) - 14 December 2021. Philip David Kirkham (Chief Executive Officer) will be presenting to current investors and potential shareholders. You can register here:

[come2papa] 18/10/2021 20:44

It's called profit taking sugar

[ansc] 18/10/2021 17:33

Following the recent promising trading update, why would anyone feel it necessary to sell 34,303 shares at the reduced price of 34.5p? Strange .....

[marktime1231] 07/10/2021 11:09

Confident in the technology and for sure jam is on the way tomorrow, hopefully without needing to tap the market again. How is cash flow going? If they become a strategic supplier to one side of a duopoly eg the airliner or fighter jet industry might that make HDD a target? For Airbus or Lockheed Martin it makes competitive sense to take HDD in-house for £40-50M, it has technology no-one else has with a long lead time barrier to entry.

[nigthepig] 07/10/2021 08:56

You and me, both, might get our money back Rogerramjet. Good luck.

[rogerramjet] 07/10/2021 07:50

Trading update Oct 21"The Board believes that a number of factors, including diversification of our customer base, product development, increased awareness of the benefits of our coatings and strong customer relationships, position the Group well for growth."For me the more they spread their fingers and the good news the more companies will become aware of the cost savings Hardide can deliver. This is hopefully heading towards what Ronseal says about its product -"Does exactly what it says on the tin".RegardsRRJ

[rogerramjet] 07/10/2021 07:13

How big will this be? How longgggggg will this be? Trading update Oct 2021"The coating has already been approved on components for the A330, A380 and A400M aircraft. The Group continues to await finalisation of commercial terms between Airbus and one of its Tier 1 suppliers before that supplier can sign a major supply agreement with the Group."RegardsRRJ

[rogerramjet] 07/10/2021 06:26

News out. Trading update. Oct 2021Still Jam tomorrow but it should be top shelf stuff when it comes.The helicopter stuff testing has finally been completed. How long for evaluation?Ohhhhhh nearly there for Airbus Tier 1 orders.Who is the US electric vehicle company showing an interest? I wonder how significant this would be. Can Hardide pull something of here?This time next year........ I might get my money back......RegardsRRJ