Pipehawk Share Discussion Threads

[dave4545] 17/8/2021 12:45

Getting close again to poking it's nose above the magical 10p barrier

[dave4545] 17/8/2021 10:27

Added just under 50k more today

[dave4545] 16/8/2021 09:04

9.2-9.5p somebody taking the NMS 20k at 9.5p

A 14 year trading range about to be broken possibly

[someuwin] 16/8/2021 08:13

Very little stock about again. Not surprising really.

[nico115] 16/8/2021 08:07

8m is 13m though with the debt Think we have to add on the debt to get a true reflection However I agree 9p is too cheap with the growth prospects here

[dave4545] 15/8/2021 15:20

Think it's a no brainer. I mean there's stocks all over at miles higher valuations without this turnover and loss making and Pip is going to ramp up production soon.
It's crazy this is worth £2.67 mil even with the debt as apparently when you have strong growth prospects you have premium valuations. Well that is what I get told. I get told get with the times.

8 mil cap is 27p, that would be a good target for starters.

[nico115] 15/8/2021 11:34

A good year although my biggest holding spsy did v little .Taken a stake inKinovo which I like a lot.Will hold on here now .Fingers crossed!

[dave4545] 14/8/2021 09:55

That was a mad day, the stock rising 100% because it's getting mixed up with the giant retailer John Lewis. Mind you anything rises 50-100% and you get these spike chasers arrive from nowhere to buy it blind.

You have some big stakes in little stocks impressive. Guessing last year you must have made a killing.

I think the seller finished here on Friday, they dropped 100k at 9.25p, 9.15p and 9.1p with 50k at 9p, if they still had more the mm would have took them all at 8.8p

[nico115] 13/8/2021 15:51

I shoudve sold at 1.8 on that crazy day but being disclosable didn't want to come across as a spiv!I think over time can get to 5p Management are more clued up than the last lot Bought more Kinovo which I like a lot (own 3pct now ) love all the director buys so sub 35p it's v interesting

[dave4545] 13/8/2021 15:37

I'm guessing if the business takes off they will be generating a lot of cash and pay down the debt.

thanks Nico

JLH yep another madness £2 mil stock making a lot of money now, what on earth is going with the UK penny market.

[nico115] 13/8/2021 15:29

Aren't you forgetting about the 5m loan ?So less than your 48p to 72p ?

[nico115] 13/8/2021 15:27

Thanks and hope you're right Love your posts generally as you turn up where people ramp like JLH and 9/10 you are right !I'm long jlh (disclosable ) and pip (legacy position) and was a seller of a short million at 10p but will run for now Have a good weekend Nick

[dave4545] 13/8/2021 15:06

Understand and agree.

I'm just basing on the rapid expansion with new facilities.

If they treble turnover that could be say 30 million with profits of £2 million

£1.5 mil after tax PER of 8-12 for strong growth stock is £12-18 valuation

That's 48-72p price target.

15p is miles too conservative imo

[nico115] 13/8/2021 14:48

I don't think saying other Cos being expensive is rationale for buying this I'm long and think we go up 60pct so please don't call me a deramper I'm just saying I would never buy a share on the basis that other rubbish is valued more highly !!

[someuwin] 13/8/2021 14:44

Adien alone already has 5 years of future work...

"Adien are undertaking several new contracts for all the major Telecom networks involved in the 5G rollout and this business will secure 18 to 24 months of additional work. Consolidation of existing contracts in Energy, Defence and
Infrastructure is expected to continue over a 3 to 5 year period running in tandem with the Telecom contracts."

[dave4545] 13/8/2021 14:38

100k seller is blasting them out today

be nice when they run out

[dave4545] 13/8/2021 14:36

15p !

I think 30-50p is easily achievable

I've seen stocks command ridiculous valuations and shoot up 10 fold and deliver sfa

Itx went from 1p to 16p and only managed 1 mil of turnover and losses in 6 months and had a 70 mil market cap, they are still worth around 28 mil now

Debt will be paid down rapidly if things take off next year

[someuwin] 13/8/2021 14:31

There's a lot of business value hiding within their tiny valuation...

PipeHawk plc is a dynamic business offering advanced engineering solutions to challenging technical requirements across many industries.

We are the global market leader in ground probing radar technology with many applications including civil engineering and land mine detection. Our technology provides a superior detection of hidden underground objects and features, dramatically reducing risk, improving safety and saving substantial time and money during identification and excavation.

Utsi Electronics Ltd is an innovative UK based manufacturer and designer of the Groundvue brand of Ground Penetrating Radar systems.

Adien Limited is a leader in the field of utility detection and mapping. Its survey teams provide information that is critical in the design processes of almost all construction projects that involve breaking the ground.

QM Systems is a market leader in providing solutions and services for electronic system design and manufacture, test equipment, transfer systems and automation and assembly solutions to the automotive, aerospace, rail and other related industries. It specialises in providing full turnkey solutions for any automated assembly process.

Thomson Engineering Design produces an unparalleled range of machines, attachments and tools for railway track renewal and maintenance across the globe.

[nico115] 13/8/2021 14:31

Don't forget to add the debt on But yes I'm long and think 15p v achievable

[dave4545] 13/8/2021 14:04

Could be even more

"Order intake at the Group's three principal subsidiaries, QM Systems, Thomson Engineering Design and Adien is very healthy and the sales pipeline is strong to the extent that we are currently in negotiations with potential landlords for two of our businesses, QM Systems and Thomson Engineering Design, to relocate them to premises with manufacturing capability in excess of three times the current facilities"

[nico115] 13/8/2021 13:32

So a pe of 4 ?8m Ev

[dave4545] 13/8/2021 12:10

And why ?

Existing business making £150-300k in 6 months

Acquisition made £150k+ PBT on just £400k of turnover.

New facilities to double or treble production.

They could be making £1.5-3 million profits in 2022 v current market cap £2.67 mil

[dave4545] 13/8/2021 11:52

Added another 27k at 9.4p

It's going to 20-30p so I do not mind paying recent highs

[tomboyb] 13/8/2021 08:23

1000 shares available at 9p -

very tight indeed -

[dave4545] 13/8/2021 08:18

Yeah I think it's going to break out of a 10 year trading range soon which is the 10p barrier.

I've been buying more