Hydrodec Share Discussion Threads

[tonytyke2] 29/1/2018 08:30

Good update as expected, the business turnaround is on here.

[cyberbub] 29/1/2018 08:29

I think it's found support at 2.30 - 2.40 spread... for now...

[cyberbub] 29/1/2018 08:23

There is in fact a sideways mention of licensing towards the end...

[weirdbeardmt] 29/1/2018 08:22

No mention of licensing.

[cyberbub] 29/1/2018 08:01

I hold here, but my concern is with the level of debt, and ongoing inability to source enough feedstock. Cashflow must also be tight.

[kingkongtimmo] 29/1/2018 07:42

Profitable full year, Costs down, profits up, still a lot more room for growth. Really positive RNS. Rerate is clear to continue

[photon] 29/1/2018 07:31

Strong focus on significant margin improvement = financially sustainable business

[drmaccers] 29/1/2018 07:24

Very positive

[cyberbub] 29/1/2018 07:23

Comments on the trading statement anyone?

[vitamal] 28/1/2018 23:29

He might have done the company and himself a much greater favour if the loans had all been brought into line at 7% and not aligning them at 10%

[capricious] 28/1/2018 12:05

I would think, the best way for AB to get a ROI, is for the share price to rise. I don't know how much he has put into buying the stock over the years but buying the company now, doesn't make sense to me. His average must be a lot higher then now, there might be a case for him once the company is consistently making profit but not yet*. Besides, he does have a history of supporting companies he believes in, and going the extra mile.


*That doesn't include scenarios where the purchase is more forced than planned strategy.

[capricious] 28/1/2018 12:05

I would think, the best way for AB to get a ROI, is for the share price to rise. I don't know how much he has put into buying the stock over the years but buying the company now, doesn't make sense to me. His average must be a lot higher then now, there might be a case for him once the company is consistently making profit but not yet*. Besides, he does have a history of supporting companies he believes in, and going the extra mile.


*That doesn't include scenarios where the purchase is more forced than planned strategy.

[cyberbub] 27/1/2018 20:47

Newman basically says that the company is making a turnaround and has good potential, but the main issue is the large debt. He doesn't think Andrew Black's debt is too worrying because it will be in AB's interest to defer it further, it's more the current liability debt which concerns him.I suppose my concern would be whether AB might seek to take it private on the cheap? Convert the debt to equity, or some other way to get his holding well over 30%, and then launch a takeover at a price which values the company at £20M or less?Just a thought.

[photon] 26/1/2018 13:51

Just a reminder that the company said the update would be on or around 29 Jan, so don't read too much into it if it isn't first thing Monday. Gary Newman is entitled to make negative points but these would have carried more weight a year or more ago - at that point I was dubious about Hydrodec's future myself but I'm more inclined now to focus on the positives and their ability to address debt and working capital issues. We'll see.

[1savvyinvestor] 26/1/2018 13:50

I've seen it. Will post later but shouldn't really have much effect

[tonytyke2] 26/1/2018 13:00

There is an article today published by Gary Newman on their site, (which I cannot access). Headline is 'Can Hydrodec live up to it's potential'......
TT

[tonytyke2] 26/1/2018 12:29

Could be that some of the more recent traders/short term investors have been selling into the company update due on Monday. I have bought more recently and sold none and IMO, I can only see significant future share price gains here, just need a little patience.

I would expect Investors Chronicle to start picking up on the expected good news next week and circulating the news soon. GLA
TT

[hootza616] 26/1/2018 12:01

Anyone care to comment on last weeks bullish predictions and the current SP?

[kingkongtimmo] 22/1/2018 13:16

TU this time next week. Expect increase in volume and share price this week

[1savvyinvestor] 12/1/2018 16:58

Agreed. Great charts showing where we should be if we follow oil price up!! Currently should be 6.8p

[kingkongtimmo] 12/1/2018 11:58

Next week should see a push into the mid 3s, proved up above 3p this week, bulls in full control here. Some nice charts on twitter

[capricious] 09/1/2018 14:39

MM must be running low on stock

[brucie5] 09/1/2018 08:56

Up up up. Breaking 3p this morning.

[kingkongtimmo] 08/1/2018 17:59

1.1mil afterhours