Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Sixth sense says this could go to a transatlantic player as it builds scale over there.
Zotefoams looks interesting too at this time. Low valuation yet on cusp of major recycling initiative with global packaging supplier. Too many excellent UK firms at worryingly low MCaps given outlook. Just no institutional or government support. 2p off income tax isn't going solve the underlying problems. Love or hate Boris, at least he kept UK industry in the limelight on the world stagee.
Totally agree. The Conservatives were the custodians of progressive British industry but they have lost control of the drivers that keeps the market buoyant. Solid companies are subject to such over-regulation that the pension funds are just hoarding bonds. It is strangling the UK. All the promises and possibilities afforded by Brexit have been squandered and wasted. Dismal. The chances of a Tory re-election are miniscule. What a complete waste of opportunity.
Agreed. It's actually c 360/374 but that is still far too wide for a company of this size. Come on MMs tighten it.
Now! Up again from 1908....
Given the underlying quality and security of income here, Halma is seriously lagging in the LSE catch up stakes. Sooner or later Mr Market will wake up to the intrinsic value here and start horizon scanning.
Yes. Next week will give a good perspective on current and near future prospects. As each of the three markets that Hardide services has shown a good upswing we can expect decent traction. There should be a few nice surprises here given the positives highlighted in the interims.
This article published last week shows just how Hardide is coming of age as contracts develop. This IP takes years to secure the contracts but the barriers to entry are huge and the rewards are very lucrative and sticky.
Justifiably you have to admit. Purely an observation given the time I've taken researching the IP, prospects and potential given the legislation playing into Hardides strengths. I have certainly been loading up at this derisory MCap and have no intention of either reducing or selling until a realistic value is achieved. That is far higher than this. It's a super little niche player that's aligned with one of the prime suppliers to Airbus recently. Plus numerous other industry heavyweights in wind turbines and industry. Lucrative contracts are tangibly close.
This has to be a 'watch this space' now that Hardide has partnered with Gardner for the coating of Airbus components. Initial orders started June and Airbus wants to replace Hard Chrome plating on guidelines by end 2024. This has a decent ramp up of volume and profit written all over it and Gardner can easily assimilate Hardide ...at a price.
The Hardide-coated components, which are critical to the operation of the flap mechanism, will be used on new-build A320s and as replacement parts for the existing fleet of aircraft as these are maintained. Initial components are expected to be coated in June 2023 with regular monthly volumes thereafter.
........... so we should now have 4 month indicator of volumes. Looking promising.
The Hardide CVD (chemical vapour deposition) nano-structured tungsten/tungsten carbide coating was selected after extensive testing by Airbus and is replacing hard chrome plating (HCP) previously used on these components. This is part of a strategic move by Airbus away from the use of HCP as a result of the REACH regulations, which currently bans the production of HCP in the EU and UK from September 2024.
MCap is so disconnected from prospects at this level it won't take much to lift the price. Fantastic value to outlook on all counts as the green lobby start to board the train. Overlooked and grossly undervalued.
Agreed. When we have so many good little UK gems at all time lows. If you've got the desire to DYOR and trailblaze the market as a prime mover look at little UK gems. There are a lot of under-reseached homegrown companies operating with transformational technologies on the cusp of huge expansion. Look at game-changers where legislational change will drive sales and green sustainable innovation will bring in the instos. Hardide is a prime example of a share at an a time low with massive upside potential as it's compelling tech wins more and more tier 1 recognition. Yes, I hold shares in HDD but I have thoroughly researched, looked at peer reviews and projected the increasing value of their compelling tech. Don't take my word for it, get off your butt and do the hard work. Research the investment case...be very critical in your appraisal and DON'T take the word of anyone for gospel including me on this as I could be a scammer. Re-evaluate your investments regularly and if they still fulfill your initial criteria. If you are happy, keep or increase your holding, if not, sell. If it sounds too good to be true or you are put in FOMO mode.....stop, evaluate and assess. If it sounds too good to be true,vyears of experience, often learned the hard way, says it usually is. Enjoy investing in the UK companies that are trail-blazing. I've highlighted one for you to research.....there are dozens of under the radar gems out there just waiting for an analyst to spot and pull in the big players....just put yourself in there first by hard work and critical research. You are the best researcher for your circumstances....use your skills and beat the crowd. Good luck and be sceptical.