Pipehawk Share Discussion Threads

[orm5] 07/4/2022 08:04

Maybe relevant to PIP, in the upcoming energy security strategy today it is expected there will be a heat pump investment accelerator worth up to £30 million to make heat pumps in the uk.

[fozzie] 06/4/2022 10:08

Just a very predictable drop on no news. Thick pi's who have done little or no research moving on quickly to try and scalp a few pence elsewhere.

[dave4545] 06/4/2022 10:05

Yep, clearly one person there deciding to move on dropping smaller lots at lower prices can do a lot of damage when there's not a lot of support out there atm. Everybody chasing spikes elsewhere. I still hold, I just think there's going to be another positive Rns out of the blue to spike them again but in the meantime you either take the pain or sell out. 23.04-24.4p

[wanttowin] 06/4/2022 09:58

Not so stable now Dave, I'm not enjoying holding this anymore, the fall is becoming a nosedive !

[dave4545] 31/3/2022 14:42

26.06-28.65p 2.6p spread is a shocker, no volumes now until next Rns

[dave4545] 29/3/2022 14:10

27.25-28.85p Buyers probably looking at the forward QM outlook or full capacity statement than the recent losses

[bapodra_investments] 26/3/2022 17:56

The upward trend pattern of 'Higher Highs' and 'Higher Lows' is still in play for now. The sharper the rise, generally the sharper the pull back. That is what PIP is experiencing at the moment if you look at the chart.

[bapodra_investments] 26/3/2022 14:42

Buywell2 - I have an equity stake in a start up company which I invested a few years ago called Powervault. Have a look at them as it may interest you. It is similar to the Tesla PowerWall. Solar panels is an interesting one but I am not convinced and would need to see the data/evidence as to whether is would be more efficient, effective and cheaper than heat pump technology. In terms of Ventive and QM Systems - If you feel it is a ramp then there are plenty of other companies out there to focus on rather than PIP. I assume from that comment that you are not an investor but apologies if you are and still think it is a ramp. For me the price action is king. If you look at the price action of PIP since I invested then I have absolutely no complaints on being on triple digit returns in the space of a few months.

[bapodra_investments] 26/3/2022 14:38

pldazzle - Fair and valid point. I agree with you. We do not know with 100% certainty. Both your points are valid and I agree with them.

[buywell3] 26/3/2022 07:14

Regarding the talk about Ventive and Heat Pumps Year Ended Jul 2020 Ventive had Cash in Bank of £4.79k Which was -£55.26k (-92.02%) vs previous year And had 6 employees Check out the negative Net Asset numbers on advfn financials for PIP https://uk.advfn.com/p.php?pid=financials&symbol=LSE%3APIP Ramptastic dyor

[buywell2] 26/3/2022 06:31

Instead of a heat pump why not simply install solar panels ? Combined with a type of 'power wall' installation if needed

[pldazzle] 25/3/2022 21:51

bapodra - like you I am a LTH in PIP. However I have respectfully to take issue when you write "We know QMS is going to earn around £7.5m alone in the next 12 months". Sorry, but we *don't* know that: all we have is the chairman's projection. In light of recent events, and indeed of serial let-downs in the past, can we have 100% confidence in that? (On a point of order: it's not the next 12 months, it's the 12 months to end-June 2023)

[dave4545] 25/3/2022 17:55

There's yesterday buy order 335k at 29.8p wow

[dave4545] 25/3/2022 16:11

26.66-27.9p TBH I'm quite happy it's stable at this level after yesterdays awful results

[bapodra_investments] 25/3/2022 15:51

Terminator - I don't think PIP is overvalued. It depends on how you are valuing it. The market is forward looking and is discounting say 6 months into the future. We know QM Systems is going to earn around £7.5m alone in the next 12 months. With a market cap of only £8m and I am not even including all the other subsidiaries then on what basis do you think this is overvalued fluff? I still think PIP is undervalued and I see the share price and market cap growing should Ventive and QM Systems come up with something special on the heat pumps. We do not have all the details at this moment in time so patience will be the name of the game but based on future potential I do not think PIP is overvalued at all.

[terminator101] 25/3/2022 14:57

Seems more are bailing out of this overvalued fluff huh

[bapodra_investments] 25/3/2022 10:21

This is what Ventive and QM Systems 'MUST' better in terms of quality, efficiency and significant reduction in cost to the consumer. Article below may be of interest to some of you. My heat pumps work a treat and should dramatically cut my bills - but they cost me £25,000 to install! Https://www.thisismoney.co.uk/money/bills/article-10640547/My-heat-pumps-work-treat-cost-25-000.html

[bapodra_investments] 25/3/2022 09:58

saadia110 - Yes the current 'Bid', 'Ask' and price action suggest to me that investor confidence is high hence why the majority of my profit to date on PIP is still very much in tact. My gains are still triple digits and within a short timescale too as far as I am concerned. Now the bad/negative news is out of the way, as long as there is nothing more to come out of the closet then then I am expecting the next financials to be better than the previous and so I see higher revenues being reported.

[saadia110] 25/3/2022 09:43

True Bapodra, I was expecting the worst, the ask never dropped that much, went down to probably lowest 27p, but back to just under 30p now, so if the price holds which it looks like it is then we should be set for the next leg back up.

[bapodra_investments] 25/3/2022 02:43

gnnmartin - No worries. The media fails to report this part of the puzzle for heat pumps just like they do in terms of accurate costs. The BBC is notoriously bad for this. The cost of the heat source installation depends on how large your property is, how many rooms you have, how many bathrooms you have, how insulated your home is as if it is not then your home needs to be fully insulated first before they will even install heat source. There are many factors and the media are just not giving the full or accurate picture. I really wanted Air Source or even Ground Source Heat Pump installed in my property but I just could not justify the total cost. I even wanted as part of that installation underfloor heating installed but that was taking the cost of the overall project even higher and I was getting around £10k which would have been paid to the company directly and I still did not go ahead. As things stand right now - £5k off is not going to be game changing in terms of demand and affordability based on current technology. We are all hoping that Ventive and QM Systems have superior technology and lower costs to consumers as then it could really be game changing. We will have to wait and see on that. I can only really see Ventive and QM Systems being successful if they target all new builds. This could be a very lucrative market for them and I am sure they are already onto this.

[gnnmartin] 24/3/2022 22:55

Bapodra, fascinating, thanks for that. Sorry to be curious enough to ask but not curious enough to google for information! I had not known that outside the UK multi phase feed was the norm. My experience was mainly in very high voltage, where 3 phase is indeed standard; I didn't expect it to be common in domestic. My impression from the texts you referenced is that the problems are relatively easily addressed with single phase, but the demand is not sufficient to justify developing the technology given the need is confined to the UK. Anyhow, thanks again.

[rp19] 24/3/2022 19:16

No update that I can see of the 10,000 sq ft QM Systems space that had been eamarked for a further contract manufacturing opportunity that was at an advanced stage of negotiations during January? Narrative on TED is very positive.

[bapodra_investments] 24/3/2022 13:58

gnnmartin - No that is fine. They actually stated either two phase or three phase but definitely not one phase. Now I appreciate I may reside in a property which is larger than your average home so I cannot say if this would be the case for a very small property but I certainly needed to spend around £11k to get such a connection to the home and this was not a price I was prepared to pay on top of the actual cost and installation of the Air Source Heat Pump. I am certainly not an expert in electrical engineering and I do not know all the technical reasons but that is what they all advised me when they were coming down to quote me. I just did a simply Google search now. Have a look at the articles below. There are many others articles and if you choose to read them you may have a better understanding/appreciation than many others. Https://www.mesh-energy.com/insights/thinking-about-installing-a-heat-pump-dont-forget-this-critical-service Https://www.kensaheatpumps.com/heat-pumps-and-single-phase-electricity/ Https://www.isoenergy.co.uk/latest-news/isoenergy-news/phased-out Https://www.thermalearth.co.uk/blog/electricity-supply-and-heat-pumps Https://www.stiebel-eltron.co.uk/en/service/Services-for-partners-and-installers/Email-Newsletter/Email-newsletter-articles/Heat_pumps_for_hard_to_treat_homes.html I could go on and on so I am a little bit surprised you did not conduct this search yourself. Forgive me for sharing the above links and information with you but as you have an electrical engineering background hopefully these will solve your problem of feeling intrigued.

[slicethepie] 24/3/2022 13:48

Just started nibbled at 28.49p but showing as sell

[gnnmartin] 24/3/2022 12:29

Forgive the off thread post. Bapodra, I'm intrigued that you found that air source het pumps required a two phase supply. I was an electrical engineer (but 55 years ago, before I swapped to computing), and I can't imagine why an air source heat pump should be sensitive to 100 c/s power variation.