Pipehawk Share Discussion Threads

[dave4545] 14/2/2022 10:17

I removed it so our posts fit on the screen

[nico115] 14/2/2022 10:14

Where is the photo ?Can't see it on my phone Some selling as we are outperforming most other smallers so investors sell the winners to pay for margin calls elsewhere

[dave4545] 14/2/2022 10:13

Done and agree

[garth] 14/2/2022 09:36

Good morning Dave.

Would it be possible to resize down the header photo? It effectively communicates the idea that it is a sizeable relocation but its playing havoc with the thread width!

Best wishes,

G.

[dave4545] 14/2/2022 08:52

I think there is a buy order here.

It's been 21.9p bid this morning, people have took it and it's still 21.85p bid now.

mm's normally drop their quotes in Pip on one or two sales

[dennisbergkamp] 13/2/2022 22:58

I think that tech with a story of potential - and bear in mind that mos now is a different proposition to the old business, is always going to have a hyped valuation on what may possibly come to fruition...

PIP, I can't see how you could lose at this valuation, very low risk imo... and decent potential based on the direction of travel that will be endorsed by the "government"... generally disgusted by this government but feel they'll at least push the right agenda for renewables and reduction of gas reliance which will be great for PIP.

D

[dave4545] 13/2/2022 21:23

Naah I'm not buying that. I buy value and Mos is just hyped up again. Every time they sign deals they either mention the number of customers their partner has like they are going to get 0.0001% of that or the populations of the country. They have done this for a decade and even new management are spinning every deal like the old.

They were hyping up previous deals and twitter and the threads were saying this and that and then when results came out it was a few hundred k turnover and a million loss.

Most stocks are ridiculously overvalued these days, most of my holdings hopefully are not.

At least it's not long to wait now for results to see if hyped here or not. 4-5 weeks to go

[dennisbergkamp] 13/2/2022 20:43

Dave,

Different markets have different valuations, simple. I mean, you know this

D

[dave4545] 13/2/2022 20:08

Still crazy though.

Punters love that Mobile Streams, loss making and signing tiny revenue deals and worth 50% more than this.

There's a lot of green energy plays with big valuations for what they are doing so I maintain this is not priced in at all with Pip's current valuation

[dave4545] 13/2/2022 20:04

Yep agree with that.

But then why move to a premises 5 times bigger and Thomson 3 times bigger with both needing a massive injection of new staff if say the 4th quarter was a "freak" quarter.

[pldazzle] 13/2/2022 18:34

dave4545 - Between them, QM and Thomson made profits of £722K in H2/21, against a loss of £396K in H1. We know that QM made £350K in Q4 and it appears that Thomson was profitable for the whole of H2. So my (unreliable) back-of-an-envelope extrapolation is that in QQ3 and 4 respectively Thomson made £49K and £60K, while QM made £263K and £350K. Thus if one could extrapolate from that, the running rate would be £410/q or over £1.6m per year, excluding Adien and the GPS operations. With luck and a fair wind, these should collectively break even or better within the next year or two.

Trouble is, extrapolation from a single quarter is risky and dangerous. If nothing else, order intake has historically been lumpy in the extreme, particularly at QM.

However, that could all change dramatically if the Ventive and other contract manufacturing projects get off the ground and are successful.

[dave4545] 13/2/2022 17:21

What you have to remember this is not a second half turnaround from Pip. This is a last quarter turnaround.

3/4's into the year and they must have been still loss making. They say they made £415k second half but QM made £350k in the last quarter so I take the other companies contributed a small profit. So if they are maintaining this momentum then there is sure going to be some spectacular numbers to be announced in 4 weeks time, only 28 days this month so not long now to find out, whatever the numbers they are going to be miles better than last time or any time in their history.



"All of our products are designed and developed by our own Engineers, manufactured in our own factory and tested on our own calibrated test rigs and facilities"

Looks like Thomson is going to start weighing in with good profits too and that has struggled since Pipehawk acquired it

All looks exciting still. Might be some cheapies on offer tomorrow if the markets or punters freak out over Russia this weekend

[dave4545] 11/2/2022 11:48

That's a very good find !

PIP is just so far off the radar, it's even worth £5 mil less than MOS and they have buyers all over that on tiny little deals

[someuwin] 11/2/2022 11:07

This article from last year shows that Ventive have been trialling a version of their Ventive Home system for Nottingham Council with government backing.



I imagine what we see here is an early version of what they are now developing with PIP. And I guess the fact that Ventive are paying PIP £800k for the first phase (up to mid 2022) shows the trial was successful and they are committing to full scale roll out.

"20 million UK homes need retrofitting to help achieve the UK’s climate targets."

[dave4545] 10/2/2022 16:54

I wish I knew somebody with a large factory premises.

What I'm saying is if QM systems made £350k in their last quarter in their old premises then what will moving to a new place 5 times the size and increasing staff 70% mean for future profits. If they could maintain £350k a month and then say increase that 50-100% in the new place. That would be £2-3 mil profits.

I suppose all will be revealed in results and they are just a month away and the weeks seem to fly by. I really do think we are in for some amazing numbers, well they will look amazing to anybody not familiar to Pip because they will be record profits and will look even better because last years interims were awful because of covid.

Throw in the Ventive product designed and ready to be sold and we could on a huge winner.

Still seeing absolute hyped garbage worth multiples of PIP out there

[garth] 10/2/2022 14:43

Those higher lows stepping up the chart continue to look great and point the direction of travel. IMO.

G.

[nico115] 10/2/2022 14:03

Good for us !Means we get some cheapies

[nico115] 10/2/2022 13:06

20k yday 15k today Annoying

[tgaman] 10/2/2022 12:05

When was that nico, not today surely? I managed 21.9 yesterday.

[nico115] 10/2/2022 11:49

I bought 35k at 21.4p ish ..what a bloody struggle

[dave4545] 09/2/2022 14:29

Well somebody is still selling out 60k at 21.33p, all those 50k blocks last week or week before so hopefully they are out now.

[hydrus] 09/2/2022 13:39

In a nano cap a few sells or buys can really shift the price. All noise of course it's all about whether the company delivers. All looks promising on that front.

[dave4545] 09/2/2022 12:57

I do not think sellers have any idea what is about to hit the market here.

A £400k+ reversal second half so they were profitable for the year.

QM systems making £350k in last quarter moving to a new premises 5 times the size and taking on 70% new staff to cope.

Thomson doing similar.

And designing a green product with Ventive where they can produce on the premises and hopefully sell it for huge margins

For a £8 mil market cap, and stocks like MOS are worth way more...