Heiq Share Discussion Threads

[pugugly] 16/12/2022 14:36

re 31 above - Very negative marker (imo) - Message received IFC realised they had may have bought a "pig in a poke" Jury out for me.

Any other thoughts as to why IFC appear to have jumped ship?

[edwardt] 16/12/2022 13:13

maybe or just illiquidity driving it temporarily lower.. listened to the webinar - only need a few of these great products to take off!

[bad gateway] 16/12/2022 08:35

All times low and hugging the trend. Thinking the market seems to have taken this from the purchase of chemex RNS as a profits warning?

"This Acquisition is expected to improve HeiQ's operating margin in 2023 and beyond and will also enable HeiQ to focus its future manufacturing investments in the USA, which have proven to be less exposed to energy price increases and critical base chemical raw materials availability challenges experienced in Europe in the recent years."


free stock charts from uk.advfn.com

[slim9] 03/12/2022 15:49

£90 Million Game Changer Here..........

As previously announced on 19 March 2021, ICP signed an Exclusive Licence and Chemicals Supply Agreement ("the Exclusive Agreement") to apply HeiQ Viroblock for printing processes such as commercial print, food, beverage and pharma packaging, in return for royalty payments to HeiQ. ICP has breached the Exclusive Agreement by failing to pay royalties or minimum exclusivity fee payments and failing to provide timely and accurate royalty reports. Contractual minimum exclusivity fees for the contract term amount to USD $30 million in total.

HeiQ seeks an order that would require the defendant to comply with its long-standing contractual obligations to HeiQ and given the exclusive terms is asking for treble damages under North Carolina law.

[bad gateway] 17/11/2022 16:13

Good to see some movement here today.
Still follow Carlo's linkin page sporadically, makes for interesting reading with their aeoniq yarn coming along nicely.

"Only 6 weeks in your backyard and HeiQ AeoniQ worlds first climate positive yarn is more than halve biodegraded!!! The Elastane mesh stays, Polyester and Nylon stay a 1000 years and cotton takes it's time. Amazing replacement for polyester! #sustainable #circular #carbonreduction #textile"

[livewireplus] 15/11/2022 16:00

Indeed ... and good to see it is for garments designed for mass market applications.

[bad gateway] 15/11/2022 15:37

Thanks Livewire, sounds good. Pleased that lycra are in charge too.

[livewireplus] 15/11/2022 14:01

US' The LYCRA Company & HeiQ launch textile tech for cotton knitwear - Fibre2Fashionhttps://www.fibre2fashion.com/news/cotton-news/us-the-lycra-company-heiq-launch-textile-tech-for-cotton-knitwear-284155-newsdetails.htm

[edwardt] 04/11/2022 17:29

China reopening should budge this a little . Odd

[hibberts] 31/10/2022 10:24

Once the seller is finished we should start to move up.

AHeiQ AeoniQ, the world's first climate positive fiber, has made significant steps towards full market launch in 1HY 2022.
Hopefully we can bag Nike or Adidas for the new fiber.

[edwardt] 25/10/2022 18:59

Sp gone to sleep

[hibberts] 04/10/2022 11:24

Bought some HEIQ for my long term portfolio at 70p.Could be the bottom.

[geraldus] 15/9/2022 09:53

Speed to market for AeoniQ will be licensing for royalties.Big money waiting to be spent if you listen to the webcast.

[mmb007] 15/9/2022 09:31

The numbers on AeoniQ are staggering. They predicted on the call that the gigafactory would be operational with a full orderbook - they mentioned $200m of revenue for that factory. If that comes about, and even if they only hold 75% of the AeoniQ business (having sold 25% to other partners). Then the AeoniQ business will be worth a lot more than the $200m valuation when Hugo Boss invested. And HeiQ should not be trading at 70p! I still think the risk of a takeover is real. Management only own 25% so cannot block. I hope we see the real valuation growth in this company before someone snaps them up

[bad gateway] 14/9/2022 21:22

So Aeoniq are competing for an 80M metric tonne/yr $135B market which comes out at $1687/tonne and they''re predicting their first 30k tonnes/yr gigafactory to be online by 2025.

Gives them just over $50M in revenues for that division as a start. Hope they make a riproaring success out of it and hope the market starts to believe some time soon as well.

edited to add they're predicting $200M/yr from their Gigafactory so I must be missing something somewhere but happy to be on the low side.

[edwardt] 14/9/2022 21:07

Yeah - city clearly sceptical and in "so what mood". I suspect unfortunately they will have to dilute equity for that eureka moment for the share price to motor

[geraldus] 14/9/2022 20:14

Watched the webcast and all coming together nicely.The numbers are mind boggling.

[edwardt] 14/9/2022 14:58

humility and a sense of focus featured on the call to me. liked the thought that they may well sell some of the subsidiaries to prove value.
also might buy the glass product for my own windows!

[livewireplus] 13/9/2022 08:28

Interims confirmed .... look forward to the future ....

[mmb007] 02/9/2022 11:30

you can access the research report from Progressive here:

[mjneish] 01/9/2022 12:55

Thanks. Could you tell me whose estimates these are?

[mmb007] 01/9/2022 11:23

HeiQ is a growth company so looking backwards at previous year's p/e does not make sense. You have to look forward and on current earnings expectations for 2023 and 2024 (forward forecasts are available at Progressive Equity Research (available via HeiQ website) the stock trades on 19x and 13x p/e with eps growth of 40%+ for the same years, which is very cheap IMO...

[mjneish] 30/8/2022 15:30

Just had a (very) quick look at these. The company looks good, but aren't the shares a bit expensive? EPS last year was 2.01c or around 1.67p, giving a historic PE ratio of 43.8. The figure on the quotes page is incorrect. It's for the previous year's EPS.

It's only one metric of course. Could someone argue why the shares are good value perhaps? Thanks.

[mmb007] 30/8/2022 08:49

Solid set of earnings out today for the 1H 2022 and positive outlook for the rest of the year. The business is clearly profitable, growing in the right markets and generating cash. With very little debt, $22m of cash with a market cap of c.$100m I think the company looks very solid. I still think that the long term future is very bright for HeiQ as long as it continues to build on the current foundations. It could do with a few big contract wins or new partnership deals on Aeoniq. However, these things do take a very long time in the real world. I dont think the current share price is a full reflection of the future value, but given the volatility of the small cap market, not really a surprise. I still think it is very vulnerable to a take over. The briefing from the CEO on 14th Sept will be interesting

[slim9] 29/8/2022 16:55

Cheers........