Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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I disagree!!! Being long this stock is not about first half earnings. It’s not about this years earnings, or next year, or even the year after. This company has the potential to be a multi billion dollar business operating on a truly global scale. You do t just build that overnight. If you believe the story and trust the management just buy in and be an investor in something that has the potential to multi bag if you have the patience.
In many ways, AIM was the wrong market for heiq given the impatient, fast money, dream chasers who have no ability to think beyond why the share price is down “today”.
I’m in here as I think their products will become recognised globally over the next few years. Like goretex. Like thinsulate. Etc etc.
If you want a fast buck maybe people should go punt on a wildcat oil stock. This is a business being constructed piece by piece and not a casino company that could lose it all on one stupid or risk strategic decision. The IP and tech is phenomenal and this is just the start of the story. IMO it was become an ASOS like return of the years and I will happily sit here and watch PATIENTLY as this pieces are put together as I am an investor and not a punter.
HeiQ Inks Partnership With Global Apparel Company ZXY
ZÜRICH — July 20, 2021 — Textile Innovator HeiQ has announced a new partnership with ZXY International, a global apparel solution business, operating in Asia since the early 1980s with substantial global conversion potential. The two companies will jointly seek innovations to provide brands with the precise technology to match their product lines whilst simultaneously connecting them with mills to supply the goods.
HeiQ announces a new partnership with global apparel peer ZXY International as part of the company’s global strategy of partnering with converters worldwide towards developing new market segments. With HeiQ and ZXY sharing a philosophy of sustainable applications and durable performance, this strong partnership will provide a one-stop solution for brands and retailers to enhance and support their business requirements, opening doors to facilitate robust and more agile customer collaboration.
The Premier Innovation Partnership Arrangement will enable ZXY to trade with brands and mills and connect them as per their requirements with innovative technologies from HeiQ such as HeiQ Viroblock, HeiQ Eco Dry and HeiQ Smart Temp. ZXY have existing partnerships with leading sports and athleisure brands such as Champion, Diadora, Diesel, Admiral, Kappa, Umbro, highstreet fashion giant Primark along with other key lifestyle brands within the UK, Europe, US and LATAM. With flexible production and sourcing across Bangladesh, Turkey, Egypt, India, and ****stan. ZXY is well-positioned to support all your apparel business requirements.
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Headquartered in Dhaka, Bangladesh, ZXY has created a customer-centric professional organization that provides solutions to product challenges whilst adding value to the supply chain. The company excels in transparent global apparel solutions while actively seeking innovation and industry-leading development partners. As ZXY’s diverse product team already specializes in virtual design and digital development processes and the company champions compliance and CSR excellence, the partnership is expected to bring further comprehensive solutions for the global brands.
HeiQ Co-founder and CEO Carlo Centonze said: “Finding a partner in ZXY is the perfect fit for our ambitions to entrench HeiQ more firmly on the world map as with them we see immense potential to provide our technologies to, for us, previously inaccessible market segments. We look forward to building on this initial partnership and, as Premium Innovation Partner, taking our companies to the next level.”
continues
https://www.textileworld.com/textile-world/knitting-apparel/2021/07/heiq-inks-partnership-with-global-apparel-company-zxy/
Yes I generally agree with that MMB007. Just to add, though, the markets are very volatile at the moment so anything is possible and this share seems to defy logic at times. Don't be surprised if the SP starts to recover ahead of the September update in anticipation of good news. My average is about 180 but I'm planning to average down because I remain very positive about this company medium to long term. K
I don't think one announcement is enough. Given the extent of the fall and the volume that has gone through, I feel it will the real turning point will be the first half earnings, expected to be reported in September - and will hopefully be very positive and prove a number of their strategies are moving in the right direction. Until then clearly further positive deal announcements will be positive.
Do people think Heiq share price will recover now that the deal with Lycra has been announced?
It's falling again today... disappointing, and seems so low now even with this good news... Any thoughts?
I have long been interested in the potential of this remarkable innovative company. I have owned shares on several occasions and all in all have broken even so far in my dealings, maybe making small profits sometimes. I no longer held shares in Heiq recently as its share price was dropping. However, this morning reading of the new collaboration with Lycra I swiftly bought some new shares. This was the news perhaps we were waiting for... and the company's great potential - and higher profile - may now surely start being realised more and more now. Let's hope so. Am happy to be back as an investor in this company.
Super contract this one is and what a gift this was between 120p and 122p only a few days back. Can you actually belive that was the case.
The CEO of Heiq has all the right contacts.
Received exactly the same reply, roll on September
Good positive announcement today. I also contacted the Investor Relations regarding the share price move. They came back with the following which is as much as they are able to say, but positive.
"We acknowledge the recent change in our share price, which has been driven by retail investors selling, might seem disconcerting.
Regardless, the management team is focused on building a sustainable and profitable business, that creates value for our customers, employees and, investors.
As we have communicated since we listed last year, HeiQ is making good progress. This progress includes completing four acquisitions which have expanded our capabilities , growing our customer base, as well as entering new markets.
We are committed to communicating with investors as much as possible, including regular updates via the stock exchange on our progress. Our interim results will be released in September"
The good news just keeps coming. Difficult to understand the drop here but surely this will be the catalyst for a recovery in the sp?
We'll see some action today.
Well if that doesn't stop the drop nothing well. Excellent news.
Now that’s a decent partner!!!! Cooling and anti bacterial uses. Tights, gym wear, sports wear. hUGE.
Gonna hurt to be short today!
Great read from the RNS today with collaboration with LYCRA. Drop overdone?
Thanks Krusty. You may well be right. Everyday you think this has way over shot the bottom and then it drops another 5%. I do think this is a really good company, but as they say it takes a lot more than good ideas to make good businesses. The figures were so strong in maiden results with all the additional partnerships and acquisitions that should multiply with cross selling, its really hard to understand the drop. Pe is barely that of a growth company now, and its hard to see how this business which I wrongly stated was in a 10 billion sector, thats just one part of it. Its more like 50 or 60 billion sector. Its very fishy can only assume that it has something to do with acquired businesses selling off and Pi's freaking out with few buyers around for anything at the moment. Bargains appearing everywhere> its like the great summer sale
oogleflugal, at the minute the trick seems to be, if you don't like the buy price today, wait until tomorrow & you probably will. Selling is trickier, best avoided for now I think.
last week there were two sells of 350,000 shares at around £1.50. Maybe the mms got greedy expecting to turn a quick profit and are now taking the loss. Anyway, seems to be bouncing from £1.20 which is annoying cos I was too slow to grab some. Will have to pay a bit more now, gl
One has to think that the announcement of the 1H earnings should settle the market or give credibility to the recent fall - but given the previous management comments that the 1Q was better than 1Q and 4Q '20 you would think a miss is unlikely?
Its very Aim! Peel Hunt came out with target price of £2.38 and its been trickling down ever since a brief fall from £1.68. There have been some extraordinary sell offs on aim in last couple of weeks, even after perfectly respectable results.
It does look a bit like and eggs in one basket but this virus is not just paying a visit its here to stay in some for or other and a lot of planning for a healthy future needs very considerable foresight.
Fabric and paints in public spaces and at home could all do with help of some kind of defence where you can have a virus laying active for two weeks or more, no matter how often you wash your hands and disinfect surfaces. This is a 10 billion market and HEIQ. eyIts not going to disappear over night. If anything it will keep growing. They are right at the forefront with innovative products being used by hotels, airlines etc. You can imagine the kudos in their brand name becoming synonymous with protection in the hospitality, sports, leisure and travel industry. The balance sheet was sound as in results to Dec31 2020. Their acquisitions have been sensibly motivationally funded, so I can't see that can have changed if anything its like to have improved. An update soon would much appreciated. Can only assume its the new acquisition companies selling their shares, knowing they will get some more next year if they meet the takeover criteria.
It's a dilemma that's for sure. Every time I think the sp can't go much lower it plunges again! I suspect SC could be right, the market wants to see evidence that the core business continues to grow rapidly and the new acquisitions are adding to the story, not detracting from it. We'll soon be back at the placing price at this rate! Head-scratching time...
Or is it just Aim !! and market manipulation at its very best.
There have not been any great volume of shares traded to show any massive sell-off and a near halving in the shareprice, with the news that has been delivered seems unduly harsh. Been as high as 245p I believe.
Its a company with a very good CEO, that keeps it shareholders well informed and that seems to be making some very astute and accretive deals.
I may add in stages as they were well placed for the second half of the year and I think all the acquisitions so far will add good value moving forward.
Or it's just Aim !!
The IPO was at 112p, starting trading at 120p. I said the same think as lukeskyCBG a couple of weeks ago, having been around AIM for a few years I've seen this many times before. The market is smelling something, it could be their end customers, it could be suppliers, it could be major shareholders. We'll see, but I'm staying well away.
Based on their pre pandemic revenues of around $26-28m, they have a solid company with decent potential, I don't think it's worth much more than £100m market cap until we see evidence of sustained revenue growth. Still on a PE of 25 at the current levels, at that's assuming they hit their 2021 targets...
I must say the sustained downward price movement over the last 2 months is a tad suspicious given there has been no negative trading announcements by the company or about its product/performance in the wider market. So could it be due to someone with insider knowledge of some pending negative news and trading off it prior to general release?
Can anyone just remind me of the price at which Heiq stock was made available to institutions on listing?