Heiq Share Discussion Threads

[2bluelynn] 28/1/2021 08:17

Great if this price has stabilised now .

[energeticbacker] 27/1/2021 11:46

It's a pity HeiQ was unable to provide a more comprehensive update, but according to Investor's Champion this this still looks an exciting offering, albeit one now carrying a rich rating which it will need to justify.

[davemac3] 27/1/2021 10:01

Shavian,
you've been spending too much time on the VRS board!

see slides 31-33 in and slide 11 in

[dr biotech] 27/1/2021 10:00

Drop of 33% for an “in line” trading statement seems harsh. Long term use if these coatings in airlines/trains etc must be a significant target. I have bought in - will have to remember the spread bet cost in my calculations...

—-

You can get fart proof pants already. I saw an ad for them once, no idea if/how they work. Given the amount of flatulence on these boards I’m sure someone can offer more insight.

[alex1621] 27/1/2021 09:50

Flatulence?

[shavian] 27/1/2021 09:38

Having lucked in with an original entry price of 126p, I'm excited at the chance to double up at a reasonable price, which it now looks to be approaching. As others have said this one is bound to be volatile, so adding on the dips is the best plan for LTH.Latest COVID news confirms that the market for effective masks will continue to be massive for a much longer time than at first thought. One point is that HEIQ must look to upgrade its masks to FFP2/KN95 spec. The current medical-grade masks Type IIR are as much use as a chocolate teapot to defend against incoming Virus although they can protect others against outgoing virus; however HEIQ's should be better than standard because of the patented Virobloc impregnation but they are not certified to WHO Standard.

[john09] 27/1/2021 09:13

240p to 150p . Battered. Brutal

[impvesta] 27/1/2021 09:10

From post 146 "Millions of people die from harmful indoor air each year...."

What's that all about then?

[melody9999] 27/1/2021 09:09

MMs must be filling a large sell order in the background

[tole] 27/1/2021 08:58

Admittedly taken a small starter position here.

[dr biotech] 27/1/2021 08:46

Not my greatest effort tbh.

[masurenguy] 27/1/2021 08:42

That's a very tight stop on just a 2 point spread !

[dr biotech] 27/1/2021 08:38

In at 166 £40pp. Spread bet for me, hoping for short term bounce rather than long term hold at the moment. Stop loss 158.

[chateaumusar] 27/1/2021 08:27

Tech firm that's fit for a Queen
Heiq

Gloves have soared in popularity this past year, as men and women alike have looked for extra protection against coronavirus.

The Queen, however, has been one step ahead. Her Majesty has been wearing beautiful gloves for years. And one of her favourite designers, Cornelia James, is now making them with a special antiviral compound, designed to break down viruses and stop them from spreading.

Gloves are on: One of Her Majesty’s favourite designers makes gloves using HeiQ’s antiviral technology +4
Gloves are on: One of Her Majesty’s favourite designers makes gloves using HeiQ’s antiviral technology

The technology was pioneered by HeiQ (pronounced High Q), a Zurich-based group that joined the London stock market just last month.

Founded by two engineers in 2005, HeiQ specialises in devising ways to make materials work better. The antiviral technology has been used to make souped-up masks, for instance, used by hospital staff and careful consumers around the world.

Other HeiQ compounds are used to cool down clothes or warm them up, while another technology helps to reduce the environmental impact of dyeing textiles.

There is even a product that can be incorporated into curtains, carpets and furniture to purify the air around them. Millions of people die from harmful indoor air each year so the technology has enormous potential.

HeiQ is not just a blue-sky tech firm. The Queen is almost certainly its most famous customer but founders Carlo Centonze and Murray Height work with a host of multinational firms, including Zara, Primark, swimwear specialist Speedo and Ikea, which has adopted the clear air technology in one of its curtain designs.

The group reports in dollars, as most of its transactions are denominated in the US currency. This year, revenues of $43million (£32million) are expected with profits of around $8million. In the next few years, however, Centonze and Height expect to take revenues to $300million – and supporters are confident they can do it.

Midas verdict: HeiQ is a young, ambitious technology business so the shares are not for the cautious investor. But the group has already proved that it can create products which customers want and need and the shares, at £1.81, could go far.

Traded on: Main market / Ticker: HEIQ / Contact: heiq.com or 00 41 56 250 6850.

[chateaumusar] 27/1/2021 08:26

Looks so awesome for a trade from here

[chateaumusar] 27/1/2021 08:13

ok cheers melody, but hes only held from dec

[melody9999] 27/1/2021 08:12

unlikely chateau - he is a long term holder

[chateaumusar] 27/1/2021 08:10

Has Leon from Mellow sold out

[bigwig] 26/1/2021 15:26

Once you get over the shock of seeing it drop like a stone, its a great opportunity.
Bought more today myself too.

[melody9999] 26/1/2021 14:13

miti - Cenkos seem to have been quite close to the real story here - credit where it is due. Their earlier note P39 says:

In the short-term we forecast specific HeiQ Viroblock revenues of $13.5m in 2020E
and $11.5m in 2021E, with the YoY decline reflecting the significant demand HeiQ fulfilled during the peak of the COVID-19 pandemic during Q2/20. These forecasts do not include sales of consumer products treated with HeiQ Viroblock or any potential revenues from licensing and royalties.

As noted above, the antimicrobial textile market is expected to grow at a mid-single digit CAGR over the near- to mid-term, becoming a low double digit billion-dollar market by the mid-2020s. As such, at the current sales level, HeiQ’s market share is less than 1% of the total current antimicrobial textile market

Bit surprised Cenkos do not see larger growth than that. And from your comment the CEO is being more bullish ....but in any case my thinking is H2 20 is the low point for Viroblock sales - mainly because everyone bought masks at good prices (for HEIQ) in H1 and had stocks into H2....Onward and upward from here.

[chateaumusar] 26/1/2021 14:00

Wouldn't mind a gap fill to 117p first gap

[2bluelynn] 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 .

[miti 1000] 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.

[nw99] 26/1/2021 13:24

Bought more here