Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Anyone seen this: HeiQ Plc
("HeiQ" or "the Company")
Concludes acquisition of majority stake in Spanish medical device manufacturer
HeiQ Plc (LSE:HEIQ), an established global brand in materials and textile innovation which operates in high-growth markets, is pleased to announce that it has completed the acquisition of a majority stake in a leading Spanish mask manufacturer, MasFabEs, further to entering into a joint venture outlined in the Company's Prospectus. The manufacturer has been renamed HeiQ Medica S.L. and will manufacture medical devices with HeiQ's cutting-edge textile technologies.
MasFabEs has already been producing OTC (over the counter) medical device Type IIR surgical masks (certified for use in a close clinical environments), enhanced with HeiQ Viroblock technology, since the beginning of the pandemic. To date, over 1 billion community face coverings as well as medical masks enhanced with HeiQ Viroblock technology have been sold and the technology is already being used by more than 150 major mask brands such as Burberry.
Yes up 8.7% a second ago at 7.5p - has this turned I wonder and why?
Kept trying to rise off 11 y’day and up 4-6% today. Wondering if bottomed or some minor leakage re Uskmouth? Stating the obvious but if positive news is coming its worth looking at topping up IMO.
Assume you mean debt not EBITDA
Pile of cash now!
Worth reading wrt LFDs vs PCR Testing policy - came out an hour ago. https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/968095/lateral-flow-device-specificity-in-phase-4.pdf
Not sure where 12% came from but that equals$262m/year revenue vs a MC of £12m/$16m.
Not ramping but if this happened there is enormous upside here for ORCP.
Hi All, have been following BRH’s fast rise but wondered if many holders are worried by the history at RMS?
Hi BigAL, re-listened and think you're right - PoC as well but wonder where we are on that. Hopefully DB will announce Orders closely followed by PoC so we have a (Moon) shot at UK as well as US revenue.
I thought he said LFT though?
Sorry YT not Spotify
Maybe this afternoons Parliamentary Inquiry re streaming revenues will shine a light on 7D. Companies involved are Spotify, Twitch and Soundcloud. https://committees.parliament.uk/work/646/economics-of-music-streaming/
Can anyone shed any light on where Genedrive are on this? CEO said news Jan and ‘we think UK Govt will be interested’ but I’ve not seen any updates at all? In the light of latest news on UK testing budget of c.£7Bn on PoC it would be very interesting to get status update from management.
Think everyone is getting a bit over-excited talking 5p etc. The status of 7D is positive now as PL has addressed most of the issues to get the business onto a good trajectory but let’s not forget that the heady 3/4p days of TikTok/Triller speculation were based on primarily speculation and not solid orders/revenue numbers. IMO (and delighted to be logically challenged) the business can now support c.2.25p depending on the value one applies for future growth potential/sentiment. If there is lots of +ve strategic growth potential as there seems to be this can be icing on top of the 2.25p but late 2’s be excellent for now rather than talk of 4p which would require either many, many new orders/revenue or some insight on major new growth potential. IMO DYOR etc...
This is what you would expect of course. However, businesses are successful because 'people make things happen' as products just 'sit on shelves'. Particularly it seems in GDR! Yes customers do follow their own processes but GDR should know what these are and be able to analyse and evaluate these and explain and forecast when they will get Orders/numbers. Imagine if businesses just said 'the customers will (probably) send us the orders when they are ready. The job of the GDR sales team is to understand and talk to the customer and influence this process to win business - if not they should be replaced after a reasonable time. It feels to me that because GDR says they sell indirectly (Channels), that they have to just wait for orders and most importantly that the business is missing understanding of sales. If these accounts are locked up with incumbent suppliers GDR should qualify out and go where they can win. Likewise if Channels cant sell, go direct. If you sell and generate revenue you don’t have a business. I also wonder what the placement funds are being spent on as there are no requirements for people/resources to deliver against orders? As a LT holder this is really disappointing and I don’t know how much longer even loyal investors will wait.
Just started researching Grafenia on the back of a rise I noticed 5 few months ago and their spike up today. I thought their Half-Year Update was terrific; extremely refreshing and down to what really matters in this corporate world of flowery language, business-speak and cliches. It said clearly what they do/want to do 'on the can’ and clearly they have good insight re the print industry and how to take to forward in 2021+. Great job and will make me invest once this current SP excitement calms down and I understand why it’s happened as clearly no one does yet from reading this BB!
Yes and great to see LTH’s seeing the benefits - not always the case on AIM. ABB a great partner and more to come hopefully Got a long way to go yet... GLA
New to this share and thus analysing where its at now rather than historically and to me this trading update is very +ve and IMO, speaks to a MC greater than £8m. Having said that, wrt JCEP’s comments I am from a telco background and having run a similar scale business I’d note that revenues can be extremely spiky as one or two large orders can have a disproportionate effect on revenue. To LTHs; should there be a red light wrt revenue concentration?
One correction. Re ‘he would like to think the income in one part of the company alone will make a 50/100% profit by next year and he feels bullish about it’ that is not correct. He said he would be looking for revenue growth in 2021 of 50-100% and is bullish about that.
That means that the SP should follow that and grow similarly or more based on 90% margins and economies of scale.
Second that - and shame on all those who were impatiently having a go at him. We all want the SP to go up but sometimes you have to be patient (as Warren Buffett would say) to let the management deliver on what they’ve said they will do. Be great to see some retractions today after this very +ve trading update but those chancers who bought in over 2p will still be moaning till SP gets them above water. Rather they should accept the risk they took when THEY made the decision to buy at that point.