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Agree - this is a great little company well managed ,debt free with a number of other strings to it's bow and presently valued as if nothing positive had happened in the last month or so.
should have done a bit of research into the company and the wider global situation prior to hitting the buy button - if you did you wouldn’t sell up or be worried about your investment
A little patience whilst we clear an ii who’s clearly taking some profit
I bought in on a punt, hoping to grab a quick 5% - 10%, after a week or so i too felt the same. Is the market soon to be too saturated, will newer tech take over. As a result i bailed out, must be a reason why the market is pricing it as it is. I mean, IHC is hardly under the radar, its name has been plastered all over news articles alongside the heavweights like Rolls Royce, BAE etc
I bailed out breakeven yesterday, good luck to those still in.
this company's EBIDTA in the last set of accounts was £1.65m. Its a profitable company with a hugely important role in the sourcing of ventilators. Its incredible that the SP is still around the same price that it has been for a past couple years, when most other coronavirus - related companies have bagged/multi-bagged. I believe its a matter of time ia.……….
indeed there will be the technical support revenue on all those ventilators that they sell during this coronavirus crisis period.
only 1/3rd of their revenue is capital equipment. majority is consumables and technical support. Even then, not all capital equipment is ventilators, and this company is constantly coming up with new products.
Caveat, i am a shareholder. Is there a danger here that the world ventilator market will be flooded by the end of this tragedy. Therefore precluding any future short/medium term growth.
Are we going to ventilator equipment from medical suppliers in time to get
Stock out , we may hv had the orders for them
But could they cancel and are we now in competition with dyson or is this a separate issue
That’s what NCYT was like a few weeks ago - every time SP increased was taken down again, think same is happening with Tils
Been holding and monitoring a while now and Its a Travesty what,s going on here ,This company is not being permitted to grow,Soon as any % of positive rise begins the sellers are allover it like a rash ,Why not allow the Dog to run free ,Surely beneficial to all concerned
A bit of a positive feel this morning and going in right direction.
Taken from Ventilatorchallengeuk website.....
"The consortium also includes another producer of medical ventilators and it will provide them with additional manufacturing support and assembly facilities in order to scale up production of a second existing ventilator design which has full regulatory approval.". Must be referring to IHC
Market seems to have finally woken up to this. Strong buy to sell ratio today and picked up during the afternoon with several relatively large buys.
Somehow the numbers being bandied around ref government requirements, consortium production etc., don't yet stack up. I need to do more research maybe.
It states the consortium has received orders from the gov. In excess of 10000 units. They predict 30000 will be needed in the coming weeks. How many of the first 10k are coming from ihc? If only 1/3 of total order has been placed, and our order value was £4m could we be looking at a further £8m order if our contribution was of a similar proportion in the remaining order??
https://www.medicaldevice-network.com/news/ventilatorchallengeuk/
We are definitely part of this, and as long as Ihc deliver the £4m orders in good time there is no reason we shouldn't have plenty more orders coming soon.
Ihc. As an established provider with an nhs contract already in the bag, will be at maximum capacity for orders.. no need to worry.. just need the update rns to push to next level
https://www.ventilatorchallengeuk.com/
Catapault is a consortium of businesses embarking on a project producing ventilators - the F1 manufacturers are part of this consortium - as is Inspiration Healthcare - they are working somewhat "together" to provide as many ventilators as they can (apparently)
Just taken a few more. I think news is close and then I think we will start to see a proper rerate.
This is going no where.
Sold with a £2K loss,moving to SNG.
Hope made the right decision.
What are you thoughts on the McLarenF1 news their product that can provide oxygen as an alternative of a ventilator and they cost significantly less. They will be building 1000 day.
https://www.bbc.co.uk/news/health-52087002
For me it looks like government are going down this route.
Could be a good week ahead and would expect to see some NCYT money moving in.
totally agree, that's why i sold ncyt and bought here