Heiq Share Discussion Threads

[geraldus] 24/8/2022 15:36

The article states;
Materials innovation specialist HeiQ has confirmed that a pilot plant for its renewable yarn AeoniQ is up and running.
HeiQ said the plant in Herzogenberg in Austria became operational at the end of the second quarter of 2022.
In mid August it hosted a visit to the plant from senior representatives of Hugo Boss and The Lycra Company,the stategic investors for AeoniQ.

[geraldus] 24/8/2022 15:08

Very quite here lately, but here is some news to keep the faith.https://insidedenim.com/News/162555?uid=154877

[mmb007] 01/8/2022 14:52

...from a couple of months ago...

Heiq plc is specialised in technology development to enhance functionality and sustainability of home textiles, technical and medical textiles while optimising hygiene. Given the ample product portfolio, the group is expected to report a revenue of $57.9m, 15% higher than last year and thereby ahead of market consensus. This evidence is supported by the concise P/S and attractive P/B ratios of 2.82x and 2.21x, respectively, which in turn is likely to force up the EPS growth of 58.3% further since the corporation has made further investments into the business to capture organic growth. As a result, gross margin is forecasted to reach 47%. with operating profit standing at $3.4m. Considering the robust demand for its products, revenue growth is projected to hike by 20%. Despite the robust financial performance, the firm’s stock price is undervalued, as illustrated by its low P/E ratio of 26.3x, relatively below the industry P/E ratio of 63.2x, hence it is cheaply available for investors to buy the stock. Consequently, it implies that Heiq is trading at a discount with respect to its peers and is expected to surge in value, since its EPS growth of 58.3% and P/B of 2.21x are above the sector threshold. Given that the firm’s PCF ratio leapt to 127.1x, the group’s operating, investing, and financing activities were funded more efficiently than its competitors, where a more aggressive working capital policy is established to generate ample returns on investments.

Brief Analysis:

P/E = 26.3x, significantly below industry benchmark
P/B = 2.21x, higher than market.
P/FCF = 127.1x, substantially above the sector threshold
EPS Growth = 58.3%, slightly higher than industry threshold
Operating profit of $3.4m....

....from WealthOracleAM

[edwardt] 27/7/2022 20:25

Keep the faith!

[2bluelynn] 15/7/2022 22:00

Looks ficked ! Not cheap

[bad gateway] 24/6/2022 12:59

Looking cheap again imo.

[piedro] 14/6/2022 15:57

Really,
I found it with the usual sales spiel and nothing new

AIMHO

[shavian] 06/6/2022 21:11

Agreed, but watch Versarien very closely over the next few weeks. Textile collabs with three companies, Umbro, Superdry and OG Classic, a distributor of sportswear based in Dubai, are all coming gradually to the boil. It has been a long long time, but graphene's age is about to dawn.

[edwardt] 26/5/2022 13:07

About time someone broke through with commercial application for graphene. Over a decade of non starters which is clearly bonkers and a real shame for the U.K. given it was discovered here

[geraldus] 21/5/2022 07:43

Website worth looking at.New addition featuring GrapheneX.The membranes for computer sockets look very interesting.Such massive markets and possibilities,no wonder they are concentrating their firepower.With de-salination,filtration plus much more to come,this platform has more applications than you can poke a stick at.

[edwardt] 17/5/2022 12:19

somebody wants them.

[edwardt] 13/5/2022 14:37

thanks - perhaps they can sit side by side!

[piedro] 12/5/2022 02:53

hi edwardt,

I get the "too good to be true" feeling with this one,
with plenty of pumping from the CEO.

In 3-5 years time when those contractual agreements begin
to expire will they be renewed or replaced by a newer fad?

So, to answer your question. I think Tristel will still be
around for some time to come.

BWDIK.

[pugugly] 09/5/2022 14:50

From historic research and I am not a bio-scitist surely Byotrol appears more effective and with a longer kill life

Any expert able to comment?

Woult howver Imo) be an excelent treatment for hospital gowns and bedding is applicable. .

[geraldus] 06/5/2022 08:37

Good presentation.Answered my questions and not evasive.If they can keep to schedule I see that as an achievement. Gla.

[edwardt] 05/5/2022 14:26

hi piedro - do you think this could be a threat to the likes of tristel?

[piedro] 05/5/2022 14:21

The study ...

Comparative analysis of surface sanitization protocols on the bacterial community structures in the hospital environment
......
"Discussion
The data presented in this study suggest that probiotic sanitization is an interesting strategy in hospital hygiene management to be further analyzed and validated in randomized clinical studies."
......

[edwardt] 05/5/2022 13:57

lets hope the nhs trusts are looking at this and will adopt asap. i won't hold my breath though. "the incidence of healthcare associated infections by up to 52% and reduce healthcare associated infections related costs by up to 75%. These results are groundbreaking and induce a mindshift in hospital infection control strategies".

[livewireplus] 05/5/2022 10:20

LON: HEIQ - Garment Technology. Investor update - YouTubehttps://m.youtube.com/watch?v=4vN9jMRlCYc 

[edwardt] 04/5/2022 20:28

I am possibly wrong but thought he inferred the other two blockbusters were 100m each - clearly without the 'validation' factor of Hugo boss equity investment for these though.

[mmb007] 04/5/2022 13:19

As you say, when they announce a few more partners on AeoniQ and build towards the $50m that should continue to confirm the valuation. I think they are justified to say AeoniQ is worth $200m given that is the valuation that Hugo Boss have invested at. I'm not sure where your $400m comes from. The other blockbuster are GraphineX which is not separately valued yet, neither is SynBio (other than the implied valuation from the purchase last year of Crysal). Of course any further valuation is future based. Currently they have $60m or revenue with a medium term target of $300m (3-5 years). If they hit that target then the stock will not be at 80p - or the company will already have been taken over as I mentioned before.

[edwardt] 03/5/2022 16:34

that said if they can get $50m for 25% with the 12 partners they said were in negotiation i might have to eat my words which i will enjoy doing as i own the equity.

[edwardt] 03/5/2022 14:23

true but it is also a little far fetched when they say on the call the 3 blockbusters are worth $400m. That might be so in 5 years or so but i struggle to see they are worth that in net present value terms ie today. one to lock away though.