Heiq Share Discussion Threads

[geraldus] 22/12/2021 10:34

This was a covid beneficiary last time and since then we have had AeoniQ and CC talk of deals for their graphene tech for batteries.Gla for next year.

[edwardt] 14/12/2021 09:19

his inference was heavy on the lock up that management were more likely buyers than sellers will be telling for me. if he buys more, so will i.

[mmb007] 09/12/2021 08:55

the HEIQ presentation starts at 2hr 22m) I thought the comments at 2hr 25min are interesting as CEO says the current FY forecasts will be met and expects to beat the forward forecasts of the analysts... So hopefully no negative surprises at the FY earnings announcement! Consequently, I think the shares look good value here:

[pugugly] 08/12/2021 11:08

Anyone any more comments from the Mello presentation?

Interesting question from one listener as to whether they had too many irons in too many fires - Answer (imo) was rather weak.

Also admitted that share price boost after launch was as they were seen to be Covid winner.

Also made much of the consensus earnings forecast from Cenkos and Progressive but did not comment (so far as I can remember) why the share price has fallen from 133 on 27th Sept - Date of last Cenkos note to current 89.5p (Mid)

Even if they make the Cenkos target/estimate eps $0.034 (3.4 cents) forward p/e at current mid is rich 35.

Any slips in revenue and they admitted considerable logistic problems will (imo) increase p/e horribly.

Gamblers or conviction buyers only - imo.

[geraldus] 30/11/2021 08:17

C.C. was right when he said Covid is not going away.Gla.

[melloteam] 24/11/2021 14:57

Just to let shareholders and prospective investors know that TPX, Belvoir, HeiQ plc, LoopUp plc, Polar Capital Global Financials Trust plc and ThruVision Group plc will be presenting at the Progressive in conjunction with Mello Events webinar on Tuesday 7th December 2021 at 5:30pm.

The programme is as follows:

5.30 pm Welcome
5.35 pm Presentation by TPXimpact
6.05 pm Presentation by ThruVision
6.35 pm Polar Capital Global Financials Trust plc
7.00 pm Presentation by LoopUp
7.30 pm Update from Belvoir with Q&A
7.45 pm Presentation by HeiQ

Tickets are FREE! Click here for more info:

[bad gateway] 12/11/2021 11:35

These were at cop26 making a noise about their new textile and lobbying for change in the industry.


Also gave a link to their plans for AeoniQ. They have very big plans and sound vocal enough to push it on the industry imho.

Old news now but still interesting
A Polyester Alternative Launches to Market — Can It Transform the Textile Industry?
Material innovation company HeiQ is bringing a new biopolymer fabric to market that has the potential to replace the fashion supply chain's worst offenders: nylon and polyester.

[livewireplus] 03/11/2021 09:26

Well it's back in to triple figures now - let's not hope that is the November peaking.... I think I'll go for a Chinese lunch today - Peaking Duck ... :-)

[edwardt] 02/11/2021 20:04

You know you are on the right stock thread when you have a polite exchange about the proper use of the Queen's English!

[bad gateway] 02/11/2021 14:20

No you're right. Horrible lazy spelling mistake.

[melton john] 02/11/2021 13:48

Your use of "peaked" piqued my interest, no offence meant. :-)

[bad gateway] 02/11/2021 12:27

What isn't speculation is the recovery since the press conference. Guess they peaked someones interest.

[edwardt] 02/11/2021 11:42

that is pure speculation but would be logical nonetheless.

[edwardt] 02/11/2021 11:05

starting to rebuild. would be great if the likes of lycra took a strategic stake...

[geraldus] 01/11/2021 11:05

Will be interesting who comes aboard and how quick as a 'responsible' partner for Aeoniq.

[geraldus] 29/10/2021 17:15

Long way back up.New technology announcements due soon on batteries and filtration should help. Gla.

[geraldus] 27/10/2021 09:33

Aeoniq looks another tantalising proposition.Await partners and funds.All the while I was listening to it I couldn't get Alec Guiness out of my mind from The Man In The White Suit. Gla.

[bad gateway] 26/10/2021 09:57

Maybe to you ali but a search on the thread here for AeoniQ only brings up my previous post from last week announcing todays press conference on it so doubt its old news to all.

[ali47fish] 26/10/2021 09:48

bad this is already old news

[bad gateway] 26/10/2021 09:35

Missed the press conference. Decent piece on the website though and sounds quite a product for our new net zero world.

CALL FOR EARLY ADOPTERS OF CELLULOSIC CLIMATE POSITIVE HEIQ AEONIQ YARN
October 26, 2021
HeiQ announces a potential game-changer for the textile industry with the introduction of HeiQ AeoniQ – a high performance cellulose yarn based on a new fiber derived from carbon negative materials. This new fiber, which is derived from third generation cellulosic biopolymers, is advancing to pilot production prior to mass commercialization. The LYCRA Company is first to join HeiQ as a development partner.

Whether it is cotton, wool or synthetic polymers, global textile production has a significant environmental impact with the industry responsible for more than 10% of global greenhouse gas emissions and over 20% of wastewater worldwide1. Conventional cellulosic fiber production uses arable land during growth and has limited design versatility, while raw materials for fossil-based synthetic materials are finite. Existing methods to recycle textile fabrics and garments made with all fibers are, for the most part, still not at scale and most fibers – whether synthetic or natural – take many years to degrade in landfills or oceans, leading to environmental build up.

HeiQ AeoniQ cellulosic yarn made of climate positive raw materials

HeiQ AeoniQ yarns (Aeon: striving for eternal circularity) are made out of cellulosic biopolymers that during growth bind carbon from the atmosphere while generating oxygen. This high-performance yarn is positioned to potentially substitute synthetic filament yarns which constitute over 60% of global annual textile output of 108 million metric tons 2. Further, when compared to conventional cellulosic products, HeiQ AeoniQ yarns do not draw on arable land, pesticides or fertilizer in their production.

HeiQ AeoniQ yarns are designed for cradle-to-cradle circularity and can be recycled repeatedly while maintaining consistent fiber quality. The manufacturing process is expected to consume 99% less water than cotton yarns and HeiQ AeoniQ is designed to offer comparable performance properties to polyester, nylon and conventional regenerated cellulose yarns.

Inviting first adopters

HeiQ’s leading industry experts stand ready to deliver the first HeiQ AeoniQ yarns from the pilot production plant in Q2 2022. Given the outstanding qualities, the unique decarbonizing potential offered and outstanding ESG3 credentials, HeiQ is inviting a maximum of 20 sustainability-driven brand partners to be the first to market with products made of this game-changing future yarn.

The LYCRA Company as a primary development partner

HeiQ announces that The LYCRA Company, with its renowned collection of brands, global retail customer network and fabric innovation capabilities, will be a primary apparel development partner for HeiQ AeoniQ yarns with an exclusivity for stretch and performance fabrics. The LYCRA Company has a complete range of certified, sustainable products and is continuously complementing this range via the development of new types of LYCRA® fiber. These fibers have the potential to be combined with HeiQ AeoniQ yarn to create unique decarbonizing and degradable elastic fabrics.

HeiQ Group Co-founder and CEO, Carlo Centonze states:“Climate change needs new inventions. By bringing HeiQ AeoniQ yarn to the textile industry, we will reduce our dependence on oil-based fibers, help decarbonize our planet and reduce the impact of the industry on climate change. Our yarn is a versatile alternative to polyester, nylon, and even conventional cellulosics and therefore has huge industry transformation potential. By wearing clothes made of HeiQ AeoniQ consumers can act in support of reducing C02 in our atmosphere. Adoption by billions of people offers potential to bind hundreds of millions of tons of CO2 from the atmosphere. A battle worth the fight.”

The LYCRA Company CEO Julien Born notes: “With our future company strategy centering on sustainable solutions for the textile industry, we are proud to partner with HeiQ in both the technical development and commercialization of this fiber. The industry is ready for innovations such as HeiQ AeoniQ, and by combining our capabilities with those of HeiQ, we are truly well positioned to learn quickly and maximize the huge potential of this new technology.”

Mr. Martin Gebert-Germ, a viscose filament yarn expert with 30 years of experience in the textile industry, stated, “This technology is the game changer for the whole textile industry.” Mr. Gebert-Germ, will join the newly-established HeiQ GmbH Austria as CEO and will be leading the HeiQ AeoniQ business from November 2021.

The World Bank 2019
Statista
Environment, Social, Governance

[pugugly] 26/10/2021 08:28

Press conference - Message received - Going to be very slow burner -

[bad gateway] 25/10/2021 15:53

Slowly moving up from the trend line, presuming it holds rest of the afternoon then there's a small gap at the 88p level which butts nicely up to the 18dsma.
Taking that as my first target.

[ali47fish] 24/10/2021 10:11

what is coa please!

[essentialinvestor] 23/10/2021 21:45

bg, yes, however COA will make very approx $130 million pre tax profit on the 21'FY.

I meant relative valuation. apologies if that was unclear.