Pipehawk Share Discussion Threads

[bapodra_investments] 30/6/2022 07:32

phillyaboots - It certainly is a barrier and one that I was not prepared to pay. I agree with you. When I look at the chart it seems like a classic example on AIM where speculators, traders and the herd have driven the price upwards and now as they take their profits and exit, the price is declining again. From the chart it does look like PIP is ready to drop further. PIP is still the same company and I would argue it is getting stronger but it just requires patience from long term investors. However, this provides an excellent accumulation opportunity for those long term investors. There is more to PIP than just Ventive but I think if the revenues suggested come in (they should) then it will increase PIP's revenues and PIP's valuation could be a lot higher in the coming years. It just requires patience which many on ADFVN just do not have. I think PIP's profitability and how it effectively manages its debts is going to also be important going forward and all this will be disclosed in the financials.

[phillyaboots] 29/6/2022 20:50

Bapodra, £11k for the electrical upgrade is certainly a barrier! I think heat pumps also have to be a planned / conscious decision because if your existing boiler breaks down or is on the way out it can be more of a panic or forced buy where it needs changing quick and to do that the easiest is to go with what most people have - a gas boiler.Hydrogen would be good as in a way a hydrogen boiler would be very similar to a gas boiler, similar size, comparable with existing heating system etc, however the cost of hydrogen would need to fall significantly due to its cost to produce and energy conversion losses (I.e. hydrogen is produced from either natural gas or electricity, so it's already going to be more expensive than those).Looks like someone decided to offload a few here today, however the sell volume does seem to be drying up

[bapodra_investments] 29/6/2022 08:00

phillyaboots - Thank you for taking the time to share. I looked at installing Heat Pump and got quotes from three different companies for both Ground Source Heat Pumps and Air Source Heat Pumps. As you can imagine the Ground Source option was very costly and I was told that they would have to dig up every time a service or maintenance was required which totally put me off. You never read that in any of the online articles or not much anyway. In terms of Air Source I have 'Phase 1' power to the house and I was told that would not be able to run the Air Source Heat Pump so I needed 'Phase 2' power to the house. I got a quote from the council for I think it was around £11,000 just for this privilege. So I would have had to pay that on top of the Air Heat Source quote. I opted for a Bosch latest top of the range gas boiler system which though was expensive but it was a fraction of the cost of the Air Source Heat Pump and I have the option to switch the valve from gas to hydrogen in the future should the UK move towards hydrogen gas boilers. The engineer from Bosch actually advised me that they went to a seminar at Bosch where the move to hydrogen boilers was presented to them and so I think this is a real possibility. I think you have raised a very important point. It is going to be the new builds where Ventive and PIP benefit from on this deal. The key is how many sales Ventive get from new builds and that is what we will need updating on and the contract values going forwards. We have one for up to £7.5m but going forwards how many more will there be and what will they be worth is the key here. I still think PIP's share price and market cap is way too low and is undervalued when you consider all the other parts of the overall business. The share price seems to be settling and consolidating nicely at the current levels.

[phillyaboots] 28/6/2022 21:17

An update from today:As another of our assembly systems continues to progress in its development at the QM Systems factory, we would like to express how much we value the working relationships we have gained with all of our suppliers. The integration of their equipment plays a major role in making our bespoke automated systems the market leaders that they are. The system highlighted below utilises a collection of STÄUBLI robots, particularly the TX2-60 6-axis robot and TS2-40 4-axis SCARA. Both robots have been fitted with a universal vacuum picking head to allow them to pick multiple components from infeed magazines and place them into dual fixturing. The system utilises a Siemens PLC and HMI operator Interface.This is yet another example of the premium brands that we use on our systems. Often times clients have particular companies whose products they wish to include into their systems. Therefore, by forming positive working relationships with some of the worlds most recognised and respected businesses, we have been able to assist our customers by combining hardware, software, networking and storage products from multiple vendors. We have cast our net wide when it comes to building these relationships, meaning that no matter what specifications are required in any industry, we will be able to provide the ideal solution for you.

[phillyaboots] 28/6/2022 21:11

Actually I don't think a LinkedIn login is required. This link should workhttps://www.linkedin.com/company/qm-systems?original_referer=https%3A%2F%2Fwww.google.co.uk%2F

[bapodra_investments] 28/6/2022 18:18

phillyaboots - Yes I recall that too but I think an update after one month may be a little too early. I would expect an update after maybe the first quarter so sometime in September 22 or October 22. I think for me I want to see revenue visibility. So are PIP increasing their revenues y-o-y from the same previous period and more of a roadmap on profitability. I still have concerns on the Ventive deal as I am not 100% convinced that the demand for Heat Pumps is going to be significant and affordable in a cost of living crisis for those who need it. I will keep an open mind through and let the numbers/sales/orders along with revenues shape my view on this. We need an update on all the other parts of PIP's business to assess where PIP is from the revenue/performance perspective.

[bapodra_investments] 28/6/2022 18:15

pldazzle - Good to see that you are a LTH in PIP and have been since 2014. I only came on board last year but I still managed to get in at lower prices than where the price is currently so still sitting on profits. No worries. I think when you get so many horrible people on ADFVN who are only interested in belittling, bullying, being rude and unprofessional it just gets you down. So no need to apologise. In fact I am sorry for thinking you may be one of these ADFVN trolls/bullies. I would expect nothing less of you my friend.

[phillyaboots] 28/6/2022 17:12

I wonder if we will have an update on the Ventive contact soon - I recall that was due to start in June

[pldazzle] 28/6/2022 16:30

BI - yes, am a LTH in PIP and have been since 2014. I see that you have responded positively to previous posts of mine, see #88 and #199; I have no other ADVFN aliases. My apologies for any misunderstanding. I hope it goes without saying that I will always do my own research and make my own decisions - but thanks anyway!

[bapodra_investments] 28/6/2022 11:32

pldazzle - Yes I want to see Directors invested in the company and I can see that as per my post 225 as I have highlighted the Directors investment in Pipehawk PLC. If you read the first sentence that clearly states: "Both of the Directors in Pipehawk PLC own nearly 20% of the shares which is so encouraging. That is what I want to see." Anyway are you an investor in PIP or have you invested recently or are you thinking about investing in PIP? I would not want to mistake you for a troll or someone with many aliases if you are indeed a genuine poster! Respectfully just focus and do your own research on PIP and make your own decisions. It seems like I may know you or we have certainly communicated before albeit maybe a different alias!

[pldazzle] 28/6/2022 11:14

BI - At #225 you wrote "I want to see the Directors invested in the company so that their interests are aligned with shareholders". And you now write "I am not suggesting it would be realistic for any further commitment on part of the directors". Respectfully I don't see how you can have it both ways!

[bapodra_investments] 28/6/2022 07:54

pldazzle - Thank you for sharing. Very kind and very useful to know too. I agree on your last point but if you read my post carefully I am not suggesting it would be realistic for any further commitment on part of the directors.

[pldazzle] 27/6/2022 22:20

BI - PIP is Gordon Watt's 'baby' and apart from his declared 15.76% holding, he has: * 750,000 share options at 8p * 3,703,703 warrants at 13.5p * 6,000,000 warrants at 3p * £1m of CULS convertible at 3p/share. (Note: On my reckoning that would convert to another 33,333,333 shares - but the dilution calculation at Note 8 to the June 2021 accounts refers only to 20,000,000 shares: I don't have an explanation for that.) The redemption/conversion date is 13 August 2022, just six weeks away, so we can expect some news on that soon. It is surely unrealistic to look for any further commitment on the part of the directors.

[bapodra_investments] 26/6/2022 13:52

Both of the Directors in Pipehawk PLC own nearly 20% of the shares which is so encouraging. That is what I want to see. Of course our dear friend Nico115 is a significant shareholder but I want to see the Directors invested in the company so that their interests are aligned with shareholders. SHAREHOLDER INFORMATION SHARES IN ISSUE As of 07 June 2022 the number of shares in issue was 36,312,823 ordinary shares of 1p each MAJOR SHAREHOLDERS As of 07 June 2022, significant shareholdings in the share capital of PipeHawk plc were: Shareholders having interest in 3% or greater of the issued share capital are:- * G.G. Watt 5,721,500 15.76% S. Hamilton 4,583,334 12.62% P. Lobbenberg 3,100,000 8.54% Dr R. J Chignell 2,204,200 6.07% N. Slater 1,821,262 5.02% * R.MacDonnell 1,431,436 3.94% *Indicates a Director of the Company SHARES NOT IN PUBLIC HANDS In the terms of AIM Rules published March 2018 and insofar as it is aware, as of 07 June 2022, 32.32% of the Company's AIM Securities was not in public hands.

[bapodra_investments] 22/6/2022 12:23

Some form of trading update would be nice. How is PIP delivering on its revenue forecasts and targets? How is the Ventive deal/partnership going? The share price seems to be consoidating nicely before any next leg upwards should the news/update be positive/bullish.

[bapodra_investments] 17/6/2022 16:17

phillyaboots - I think until some trading update with some revenue details is not released there will be pressure on the share price due to current economic/political climate as well as macro events.

[phillyaboots] 17/6/2022 15:46

Looks like mostly buys today, although showing as sells

[bapodra_investments] 13/6/2022 18:08

When the rest of the market was in 'carnage' mode, PIP, started off badly in the morning but finished up and in the blue at the close of play. Impressive so some clearly see value at this price level. I managed to get in at lower prices than the current decline so yes my overall profit has declined but I am still in profit. I was looking at a stock with no revenues or profits and it has a market cap of over £4m!!! So for me PIP is clearly undervalued so I look forward to some bullishness in the share price in due course once the market has completed its rout.

[bapodra_investments] 07/6/2022 18:31

RNS out today that Group Finance Director has resigned. Search is on for a replacement. Looking at the chart the share price seem to be consolidating nicely after the decline. The question is whether there is any more downside and we shall find out in due course by watching the price action.

[bapodra_investments] 06/6/2022 07:50

I had a very similar issue to the one in this article but my costs were even higher. Renewable energy: Frustration over cost of trying to go green Https://www.bbc.co.uk/news/uk-northern-ireland-61555954

[bapodra_investments] 05/6/2022 12:18

Theo hook 1 - I feel that there is a great sense of desperation in your post too that you would take the time to follow me. I wonder if you are a TROLL or ALIAS of a different AVATAR! First of all it is B A P O D R A so you need to improve your spelling. I hope your investing and trading is not as bad as your spelling. Now I know you are all the same, trying to cause trouble. You most probably are obsessed with me. I would not worry about me but concentrate on your own investing and trading. Just like I do not focus on you as why would I? I do not care what you do so why would you care what I do or feel? If you do not like Pipehawk as an investment or as a trading opportunity then you need to look at other assets and companies. No one is forcing you or obliging you to even consider Pipehawk as it is not for everyone. I will offer both bullish and bearish views and try and keep some balance in of my arguments unlike other who are just too one sided and get annoyed then they invest and someone has the opposite view. These people are usually sitting on large losses. You can see when I invested here and what the share price was which was lower than the current share price so my investments are in profits. If you do not like my posts then ignore me or filter me but we all know what your PURPOSE and INTENTIONS are which is to cause an argument and disrupt. PEOPLE LIKE YOU PROVE THAT ADFVN CUSTOMERS SPEND TIME READING MY POSTS. LOL. You have even got 2 likes. LOL. That will either be yourself and different avatars or your chums who are like you as are you seriously telling me that many people are reading my Pipehawk thread! LOL

[theo hook1] 05/6/2022 07:53

I feel there is a sight air of desperation about your posts Badpora !

[bapodra_investments] 04/6/2022 11:07

It seems that PIP's share price may have bottomed and is beginning to consolidate but we shall have to wait a little bit longer for confirmation via the price action. This is now becoming a good price zone to accumulate more shares or for new investors to come on board as an attractive entry point. Of course some of us are in at a lot lower prices. We should be getting some sort of update on 'Ventive' due to the statement made by PIP below: "Production of the “Ventive Home” System is anticipated to begin in June 2022 and is expected to deliver revenues of circa £7.5 million in the twelve months to 30 June 2023." Now just how much of the £7.5m revenues will come in this financial year and how much in the next 12 months will have to be seen but I suspect the majority will be in the next set of financial results rather than the current so investors are going to have to be patient. Any repeat orders are going to be dependent on the sales of the Ventive systems and that will all be down to costings/pricing as with inflation and energy costs rising it should act as a positive backdrop but with people struggling financially will they have the money or be willing to take out any loans to pay for Ventive system remains to be seen. But whatever happens PIP should receive around £7.5m in the 12 months from June 2022 to June 2023 which is on top of current/natural revenues which means there should be an increase in revenues this year and next year which bodes well for the share price and market cap as I expect both to rise to higher levels as just undervalued at the moment by the market in my personal opinion.