Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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Ah well, you can't win 'em all.
My investment here has now been written off. Can't believe they're spending more of our money despite keeping investors in the dark about the deterioration in trading & consequent loss.
go on then @26.
Made first purchase of shares today , the company has many directions this could go in there advance tech.
Something seems to be going on today?
The price has held up well in the current environment. I am hoping it doesn't collapse after I post this, but I have no complaints and will continue to add to my position.
Fk
Well, that's made a mockery of my last post.
Why the slow drop really puzzles me, Rns's nothing but good news, fair income not expecting rockets but a steady increase would be nice.
Solid set of earnings out today for the 1H 2022 and positive outlook for the rest of the year. The business is clearly profitable, growing in the right markets and generating cash. With very little debt, $22m of cash with a market cap of c.$100m I think the company looks very solid. I still think that the long term future is very bright for HeiQ as long as it continues to build on the current foundations. It could do with a few big contract wins or new partnership deals on Aeoniq. However, these things do take a very long time in the real world. I dont think the current share price is a full reflection of the future value, but given the volatility of the small cap market, not really a surprise. I still think it is very vulnerable to a take over. The briefing from the CEO on 14th Sept will be interesting
Is Heiq integrating graphene into its fabrics?
Nice bounce-back today, hopefully the start of better times ahead for HEIQ.
I agree with your assessment MMB007, I think this is just the kind of innovative, profitable organisation that private equity would love to take out. Big growth coming and the prospect of further acquisitions too. Fair value would seem to me to be somewhere close to £2 given the potential, let's hope it can claw it's way back there before someone with deep pockets picks it up for a song. GLA.
I agree 100%. There are still some doubters, but if people take the time and read the company releases or go to the trouble of watching the online web presentations then many of the concerns and questions being asked on this chat are answered in full by a very competent and eloquent management team. All available on the HeiQ website. The performance of the share price is clearly frustrating to investors (as it is to management who own 23% - and have been buying recently), but this is a small cap company and that is often the case - if you don't like the volatility of small caps, don't invest in them I would suggest.... The Aeoniq business is worth $200m, as confirmed by Hugo Boss's investment and there are similar investment partnership deals to be announced this year in a similar way to HB. The balance sheet is very solid for a small cap company with over 10% of its market cap in cash and a further 10% of credit lines available. The underlying business is free cashflow positive which is impressive given the investments they are making and the tough operating environment. I actually think the biggest risk is that another company makes a hostile takeover given the low valuation and potential growth. It remains a very good long run bet IMO.
If just a fraction of the deals and performance for 2022 comes off this stock will be meaningfully higher by year end. MEANINGFULLY.
https://www.youtube.com/watch?v=99XksSCOn6A
Well worth a watch
expected better than that
The Company expects to announce its annual results for full year 2021 by the end of April 2022. The Directors expect the results to be well in line with market expectations.
Good to see the CEO buying shares.
Just bought at 91.5 - as usual the trade is shown as a sell on here!
News has been overlooked in general market panic re Ukraine.
My thinking is there has been conflict there for years. Putin is no fool and if the situation cools then markets will recover. If there is full blown nuclear war in Europe my portfolio will be the least of my worries!
Hoping we see a big uplift today. Been here since early days expecting it to be a long term play so to watch the SP slide for a year has been pretty depressing. The beginning of a journey North hopefully.
This will be up massive today
Great tie up with Hugo/Lycra and very interesting valuation of HEIQ 100% owned subsidiary Aeoniq. And furthermore “we are well on track for end of year market expectations”. Slow burner, next few years could be game changing. GLA