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Share Name Share Symbol Market Type Share ISIN Share Description
Heiq Plc LSE:HEIQ London Ordinary Share GB00BN2CJ299 ORD GBP0.30
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 33.50 33.00 34.00 33.50 33.00 33.50 98,457 08:00:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 36.9 5.1 3.1 9.7 42

Heiq Share Discussion Threads

Showing 126 to 148 of 675 messages
Chat Pages: Latest  15  14  13  12  11  10  9  8  7  6  5  4  Older
DateSubjectAuthorDiscuss
26/1/2021
14:00
Wouldn't mind a gap fill to 117p first gap
chateaumusar
26/1/2021
13:55
Gaps on a chart tend to always get filled at some point so prob best to get filled now. Can then move up .
2bluelynn
26/1/2021
13:41
melody9999,
Its worth looking at their updated note today .

Clearly the market is spooked by the inline profits comments. But as you point out, the margins are still very good when you strip out the costs and its a profitable tech stock. They are investing for growth.

The question will be can they sustain the covid induced spike in volumes in 2021.The ceo has made it clear he expects the microbial division , which includes masks to be greater in 2021 than 2020. That's an important pointer as is their acquisition of the mask manufacturer in December. Clearly the demand is there so I expect them to meet and beat 2021 expectations.

If they can get the British Airlines contact they are working on or indeed get more business from IKEA , they should go through the roof.

The fall today is a great chance for investors to buy into this story imo. Annoying for holders such as myself but the churn from IPO holders let alone the hot money that has chased this stock always meant any slight disappointment would be met with big profittaking.I doubt it will last as the revenues and gross margins compare favourably to most similar stocks eg Tristel.

miti 1000
26/1/2021
13:24
Bought more here
nw99
26/1/2021
13:21
Added more here
essential
26/1/2021
13:18
Difference between H2 vs H1 - due to high mask sales in H1. P23 of first Cenkos note.

We forecast c$7m of investment into working capital in FY20E - P31 of note.

So in summary H2 revenue should be seen as the base from which the company will increase revenues going forward. EBITDA should improve without listing costs, and perhaps because stock levels are now robust.

And the product suite should be in demand - perhaps more so than Cenkos forecast.

I've reduced a little this morning but I also think this has 'cleared the decks' now - it is also a significant comfort that HEIQ management own some 23% of equity so our interests are aligned.

melody9999
26/1/2021
12:14
2 MM back at 200p offered

last MM selling at 192p to buy

chateaumusar
26/1/2021
12:13
In the presentation last night they said gross margins were tending up and should be c.60% (not sure if FY20 or 21 as my notes are sketchy). Margins have been increasing YoY since an acquisition led to margin reduction, which as above has been trending back up last few years
otemple3
26/1/2021
12:09
The bounce is on
euromedic
26/1/2021
12:02
Have looked at this one after it was tipped a couple of times but it shot up before I had a chance to get in. Biggest concern for me is that it was IPO'd after sales were boosted by the pandemic and its going to struggle to meet this valuation in subsequent years. Will continue to watch though.

Can't help but think increase revenues but inline earnings just means that margins are lower which would explain the drop. Facemasks have become a commodity item and hopefully if/when we get out of this mess there is going to be a huge oversupply. The rest of business does look decent though.

dr biotech
26/1/2021
11:57
But then again ,john09, you are clueless dipstick.
miti 1000
26/1/2021
10:48
Justice is done here today. Why on earth it was romping up ive no idea. It was nuts !
john09
26/1/2021
10:34
Back to 230p in a week or so maybe
chateaumusar
26/1/2021
10:32
Graphene could be worth the market cap x 50 one day
chateaumusar
26/1/2021
10:31
I like Graphene and they say its coming soon into production
chateaumusar
26/1/2021
10:27
Sorry you feel that way, with a nice top-up opportunity coming up.
shavian
26/1/2021
10:20
Got to buy some
chateaumusar
26/1/2021
10:19
I've more or less decided growth investing is not for me. I do not understand it well enough. Gone for Value again. Stick to what I'm good at.
growth is well dodgy.

netcurtains
26/1/2021
10:15
So first on margin

H2 20 Rev at 19.1M and EBITDA at 2.6M gives margin of 14%
If you increase the EBITDA by 3.7M to ignore one off listing costs, then margin is 33%. This compares with 36% for H1 so roughly comparable.

So we can assume margin going forward of 30%+ and this is reflected in the Cenkos note for 2021.

On revenue, why the decrease H1 to H2? Did they bring forward revenue for IPO purposes? But if Cenkos forecast is 44.9M for 2021 this looks like they are projecting increases over H2 20 but not to the level of H1 20.

However it does seem to me that HEIQ have a fantastic opportunity with their product set - and whilst the world will get on top of COVID, that is likely only to happen with the continued and increasing use of antimicrobial technology. This makes me think that Cenkos are being unduly conservative.

melody9999
26/1/2021
09:25
Not new to investing, just terrible understanding people.
I tend to use computer systems to pick shares.
It means I normally (and am best at)
VALUE investing.
Hopeless at GROWTH stocks (alas) as that is where most of the money
(and losses ) happen.

netcurtains
26/1/2021
09:20
Of course! Thanks (sorry - it was obvious retrospectively)..
netcurtains
26/1/2021
09:18
Sorry, trading statement
adamb1978
26/1/2021
09:16
AdamB1978 (or anyone): I'm not so knowledgeable of financial terms then you. What is a "TS"? Thanks
netcurtains
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