Pipehawk Share Discussion Threads

[someuwin] 02/12/2021 12:09

No wonder PIP's QM Systems are expanding so quickly. Look at this list of their existing commercial partners...

marluxmedical
borg warner
mann + hummel
grainger & worrall
siemens
jvm castings limited
Kohler
knorr-bremse
van halteren metal
CAS
MAHLE
DENSO
NIFCO
COX
DANA
Delphi Technologies
GE Oil & Gas
MERIDIAN
primafruit
TELEDYNE e2v
AIRBUS
Kingspan Insulation
HADLEY GROUP
LEAR CORPORATION
JAGUAR | LAND ROVER
Panasonic
BENTLEY

[someuwin] 02/12/2021 11:40

Can buy £2k. But not £3k.

[nico115] 02/12/2021 11:27

What's mkt cap of IDE ? They have 20m of debt but obv something will happen to that ..

[dave4545] 02/12/2021 11:27

7 x 100k buys delayed 2 hours

wow wow wow

[nico115] 02/12/2021 11:23

Yes I'm similar to you I like to get in early and when a stock is unloved Yes I don't like stocks with a lot of debt Ok off to do my sums on Pip to work out my next move .Looks like some one aggressively took 500k in a matter of a few minutes Thanks for that Stk btw

[dave4545] 02/12/2021 11:22

wow I was expecting a delayed buy or maybe 2 but not 5 times 100k

Obviously same buyer, all snapped up and delayed 2 hours in 2 mins

[dave4545] 02/12/2021 11:13

My fav stock is a stock you do not like because of the debt but is one of the cheapest out there for market cap v ebitda IDE.

I do not buy stocks after a very strong run so Kino even though it could keep going will not appeal to me.

Like if I was looking at Pip for the first time I'd be nervous about paying 17p as it's highest price for over 10 years

[nico115] 02/12/2021 11:00

Wow they are great figs Let's be conservative and say 1m ..we are still cheap as can only see us growing going forward !Better buy some more ..lolThanks DaveA decent day what with JLH and PipHave you looked at Kino ? I bought in at 11p and 16p and 25p and 35p..really like it .although may have run up too far in the short term (I'm not a great predictor in the s.term hence why I hold for months and years and not days and weeks !!)

[dave4545] 02/12/2021 10:56

It depends if QM systems is making £350k now every quarter.

Be conservative and say this was the best quarter and they can make £1 mil for the year

Thompson was apparently booming too so perhaps that can chip in £100-300k for a year.

UTSI was profitable when they bought it so maybe £100-300k again, not sure about Aiden
they might still be loss making although coppers.

Anything from £1 mil to £2.5 mil although the latter sounds crazy when they have made just £100-200k the last 10 years as a whole

[nico115] 02/12/2021 10:53

I've blocked someuwin as he's bloody rude I've always said I like pipehawk I've got a large posiWhen I buy stakes I look at the debt For me I add it to mkt cap I will await an apology from someuwin If we drift I'm a buyer Good luck all

[kaos3] 02/12/2021 10:50

in the ev default case the loan is counted as equity - as it is by our man

so you are right nico in your calc

plus I add different No of shares - after the coming dilution

plus - mechanical production is a very labour and capital intensive operation that takes time

[nico115] 02/12/2021 10:47

Dave Have you a forecast for this year and next years profit please ?

[nico115] 02/12/2021 10:44

As I've said time and time again I add on debt So don't say I'm misleading Im a decent holder here and may add at some point But if you want to ignore the loan so do it ..I won't ignore it

[someuwin] 02/12/2021 10:42

You're being deliberately misleading (again) nico.

As you well know, PE ratios are calculated using Market Cap. not EV.

£1m profit at £5m mkt cap = PER of 5.

[dave4545] 02/12/2021 10:41

Look at all the loss making "green energy" stocks on Aim with £50-500 mil market caps

Yesterday's news changes things for Pip, makes them a even better play

[nico115] 02/12/2021 10:34

So EV is 11m (with the loan ?) What do you think profits will be this year ? 1m ? Pe of 11?

[dave4545] 02/12/2021 10:30

16.3-17.2p

Either a string of delayed buys to show or a protected buy order where somebody has said they want say 500k at 17p max and mm has chased up the bid to fill it.

[kaos3] 02/12/2021 10:23

heat pumps are on the market for a very loong time - it is almost a commodity

but there is a huge market for it - and if the Co gets "green support financing" from the government even better

lots of money can be made but low margin business.

all imho

very important to be fashionable - so customers buy our product. tech is simple and all have it. to over simplify it is a fridge in reverse with a boiler to store heat

[kaos3] 02/12/2021 10:20

brilliant

ave4545
2 Dec '21 - 09:24 - 413 of 424
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I never lie on quotes