Member Info for Rogerramjetlse

Rubel and Tenge virtually back where they were.

With the Kazakhstan Tenge coming back and the Ruble I'm hoping for a bit of upside.

This to me is the first real statement that Airbus is finally a proper 'go'. After all this time in development. Can't wait for more different orders from Airbus now. Onwards and upwards I hope.

Regard
RRJ

Still smelling the Bacon rather than eating it. Hope if absolutely delicious when we do get to eat it.

*** = directors talk

From 21st May 2021
https://*************.net/hardide-qa-encouraging-and-very-positive-period-lonhdd

Q3: Now, as you mentioned, you reported encouraging progress with aerospace and power generation customers. Can you tell us more about that?

A3: We’re very close to signing a long-term agreement with a large German tier-one supplier to Airbus for various A330 A320 20 components and they’re just waiting for some last minute details from Airbus to put into the agreement. We’re also getting close to production orders from other tier-one suppliers for new components for Airbus as well.

In the power generation side of things, we’ve had a long development process with EDF, on the steam turbine blades, which is coming to a conclusion. We’ve a much quicker development that’s happened more recently with a major European manufacturer of industrial gas turbines, where they’ve now written a technical specification for our coatings and we are now rapidly moving into a qualification and validation phase. First orders expected for coated blades later in 2021 and more expected in 2022.

There's no doubt it has potential. For me it's a matter of how long you can wait.......

Come on Hardide

Regards

Richard

Is it not a case of number of reactors x how much money each reactor makes. The main factor being number of reactors. Without more reactors and the year ish turn around for a new one then you know how much Hardide can make. So with the current number of reactors there is a limit. The rest of share price rise is perhaps settement.
Perhaps someone can do a fag packet calculation for market cap purposes? Or is this too simplistic?
Regards
RRJ

I do hope your right Adastra. Good luck.
Not sure that your telling me much about the company. Just that the share price might move and quickly. And I do hope it's up.

Regards
RRJ

FOMO

It's a shame the significant shareholders list on the Hardide website does not get updated more frequently. It doesn't show the initial and now, 2 subsequent increase in holdings by Killik & Co LLP. Have more shares be taken away from P.i.or have other significant shareholders just reduced?

Regard
RRJ

DYOR

Or around or on the 20th May. From AGM statement.

Sorry, should have said that it's on the Hardide website

New case study - April 21st

I reckon a drop to 38p ish again. Time to load up perhaps.

Regarding the EU supply chain from the results
Regards RRJ

Brexit - the UK Transition

Although the Group has a low level of transactions with EU countries, we have evaluated the risks across all aspects of the business. We are in dialogue with our EU based suppliers of key raw materials and see no reason at present for significant disruption. Nevertheless, we have taken precautions and built stocks of key materials in the UK in case of any border delays in early 2021. Almost all our customers' components arrive from within the UK or by airfreight from North America. There are currently very few customers' products that travel to or from the EU. All of our staff who are EU nationals have received Settled Status, ensuring no personnel difficulties. We continue to keep abreast of developments and advice from Government and industry bodies.

What a **** up. Sell buy buy sell buy.

New website

Hi. This seems a very positive update to me.
Just because aeroplanes are scaling down flights doesn't mean they are scaling down planning for the future of which Hardide is in a very strong position to benefit from.
The price of oil has lowered significantly but probably not forever. Could be a downturn in business later. Just depends on how significant that will be.
The move is still happening but maybe slightly delayed. I can handle that.

Regards RRG
DYOR

Oh errrrr