Pipehawk Share Discussion Threads

[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.

[bapodra_investments] 26/5/2022 11:13

The price action is indicating that there was speculative capital which is now exiting. Once the 'froth' has exited the longer term investors will be left who can see PIP increasing its revenues in due course which will naturally lead to a higher share price and market cap which are more sustainable. The manner of the rise would suggest that traders, speculators and the herd were piling in. I would much rather see a slow and steady rise but when you are in earlier than the rest then it is out of your control. I am not 100% convinced on the heatpumps but I will keep an open mind. Even with the government rebates I just do not see UK households spending their spare cash on heatpumps but I will see how the Ventive deal plays out.

[monet] 23/5/2022 12:50

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[hydrus] 19/5/2022 23:21

Unfortunately the half year report was a little disappointing. On its own that would not put me off but coupled with the worsening economic conditions I think it is not going to necessarily be an easy period for PIP. I sold out late March but I hope they can progress as planned. I think it's important to be agile with your views on small caps and act accordingly when conditions change. There is a real market opportunity but the question for now is whether people will hold back on paying for heatpumps at this time. I'll be watching with interest.

[rp19] 19/5/2022 22:06

In a Jan RNS they stated that a further contracting manufacturing opportunity which would occupy 10,000 sq ft of the new Hartlebury industrial estate building was at an advanced stage of negotiations. No further update on this since which suggests this opportunity won't be closed out.

[phillyaboots] 19/5/2022 20:44

The spread is just terrible. I hope the same amount of buys have the same but opposite price action!Ventive contract should be starting In June - hopefully an update then. The demand and incentive for heat pumps must have increased!

[fozzie] 19/5/2022 12:09

Haven't looked in for a while, did not realise that it had fallen this far, brutal price action since half year report.

[bapodra_investments] 09/5/2022 11:32

Well I spoke to soon. The price action has spoken and it seems another leg downwards is now on the cards. Having said that most if the market is declining and on a downward trajectory including Gold and nano caps will be impacted significantly in such moves.

[bapodra_investments] 07/5/2022 18:41

We are starting to see some sideways price action and consolidation which bodes well for the next leg upwards. I think update on future revenues will drive the next leg upwards. There is still no premium attached to the share price for future potential growth and so it is still undervalued in my personal view but each to their own.

[bapodra_investments] 04/5/2022 08:15

saadia110 - Yes it does seem that way at the moment. I agree the longer it consolidates the stronger the move upwards will be should it come. Yes there is a bit of resistance but I think revenue visibility and news will drive PIP's share price for the time being.