RE: HUI RNS5 May 2026 13:42
For what it’s worth, I’ll add my view.
It’s a fair analogy.
HUI’s share price has performed strongly over the past 12 months. In my view, that comes down to two key factors: the agreement to sell InEnTec equipment, which opens up new markets, and a steady stream of news flow.
That said, we’ve all seen AIM companies follow this pattern before, and it wouldn’t be surprising to see a raise off the back of it. The key question is whether there is real substance behind the announcements, and how close they actually are to securing signed contracts. The same issue applies to PHE.
I’ve updated my stop loss on HUI to account for a potential fundraise, and to protect against the risk that sentiment turns quickly if the news flow doesn’t translate into something tangible.
On balance, HUI appears more likely to get a contract over the line. They are selling a proven product, with existing demo sites, into a market where it fits. By contrast, PHE are effectively selling a FOAK prototype, with no operational demo sites and limited funding. That’s a difficult sell anyone, and PHE are engineers not sales people, hence HUI’s role.
‘AL’ hasn’t anymore idea of what’s gone/going on behind the scenes than you or I!! It makes sense for both companies to work together. It’s likely nothing has materially changed until recently, and HUI may have had some interest from a third party?
It’s also worth noting that HUI has access to existing, operational technology that can be sold immediately into regions like MENA, where plasma solutions are well suited. InEnTec’s system seems less aligned to certain European markets like Poland, where PHE’s system is probably a better fit.
HUI has been a strong short-term investment, but the longer-term case I’m not so sure. Without a meaningful contract in the next six months, there is a risk the share price will significantly retrace back to where it was 9 to 12 months ago.
As for PHE, the facts are well known on here.…. a 26-year old company with approaching 5bn shares in issue, no success to date, no DMG related revenue, a very limited budget to succeed, and no pipeline beyond a self-build project they can’t financially deliver on.
If you invest now, you might make a little money, but I can't see it going above 1p within the next 5 years. Also, there will surely be a share consolidation, plus more dilution for day to day expenses.
DYOR, but don't listen to Anomaly, Al, Swazers and Castle, they've called it seriously wrong for 10 years +++!!
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