Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Quality, Quality and Quality. Still plenty of time to board this gravy train as the shorters uncross and the share bounces back to a sensible level. Solid quality in a must have sector with US bid possibility in for free.
Https://hardide.com/aerospace-coatings/#:~:text=Hardide%2DA%20aerospace%20coating%20is,%2C%20fretting%2C%20impact%20and%20fatigue.
For anyone not familiar with Hardide who is doing the research and looking at reasons to invest this is the crux.
Time and again in independent tests Hardide coatings SIGNIFICANTLY outperform hard chrome in all its embedded uses. Aerospace, Renewable, Industrial and Petrochemical companies are evaluating as the use of hard chrome becomes obsolete due to environmental issues. It's one of the greenest companies on AIM with regard to reducing parts replacement due to wear and tear but totally overlooked as such......at the moment. The penny will proverbially drop when instos and Pen funds realize just how transformational the furrow is that Hardide is ploughing.... cheap as chips at this level.
From this website above
This all sounds great and 2good2Btru .... please can someone explain why CEO Chi Kitt Law sold all his shares in April and holds zero in his own company. The two facts are dissonant....
Energy (representing 64% of H1 FY23 sales): total energy sales increased by 29%.
The energy, industrial and aerospace sectors in which Hardide specializes are all forging ahead and energy should give a good earnings boost again. Why on earth Hardide hasn't been picked up by BAe, RR or Shell I'm absolutely stunned as it's a perfect fit for a huge number of players. It's a ticking click for the upside one way or another. Chrome plating is becoming history and the compelling propositions here are absolute. Solid and could easily multibag from here.
Maxed out now - last lot at £18.80. Patient wait now whilst all the fund managers realize just how cheap this premium stock is at this level. Big bounce-back well overdue from here. Quality and products always win in the end.
There is a large order pending for the coating of turbine blades expected 'later in the calendar year'.. Would be nice if it was finalized before weekend but Q1 of next year us fine. Predicted £0.5m of savings this yr should bring figures in line with management expectations. There should be room for a good little update on increasing traction in the 3 main markets in which Hardide is active.
Yep. Filling up this year's ISA nicely with these.
That's confirmed it for me as the bounce now represents a kick up from the double bottom first set in June last year and again this week. Both were in the 1900+7 range and should now recuperate strongly. The finance directors purchase slso adds weight to the rationale and indicates BoD confidence. Solid and cheap as chips below £20.
Always a good indicator of value when the FD of a solid growth company deems the shares too cheap on fundamentals. Should rise nicely out of the 'double bottom' predicted now. £22 then £25 short and medium frame imo.
Sterling weakness should be playing into Halma coffers with 46%$ and 28%£. Unbelievably low price now.... odds are now for US predator to jump imo.
This will be back chasing £25 in short order... Quality ALWAYS wins whatever the market throws at investors and Halma has it in spades. Cheap as chips below £20 short, medium and long term.
US conglomerates and PE must be looking at this price....
Quality, quality and quality in specialist field.
Dropping into US predator territory now......interesting that the market has reacted so perversely to Halma. Now fundamentally cheap given its provenance and resilience as one of the top five UK listed specialist engineers.
Jumped in after watching for entry point. Solid growth company in must-have equipment arena. Excellent outlook. If interest rates held today should benefit overall.
Wilsons peaked in late June on logistics and possible sale news at R$13.90. It has bounced back strongly and stands today at R$13.60. By contrast OCN has hardly budged from its recent fallback. There is a clear disparity which should quickly be redressed and OCN should comfortably bounce back to £10+ and then relate on RNS divestment news. DTR.
Agreed, I'm holding 60k at 11.6 av and larger holding in OCN as a short term assets well over MCap and probable near term crystallization move. Both look sound with Hardide having plenty of surprise upside. Why it hasn't been gobbled up as it hits cash breakeven really surprises me. There are plenty of cash rich companies out there who could absorb HDD rather than the numerous share buybacks around.
Lots of 920 sells being mopped up by 950 buys given usual low volumes here. It's nearing time when we should expect news on Wilsons possible divestment. Silence so far seems to indicate progress in my experience. Time will tell. A premium in excess of current total MCap for OCN is highly likely but nothing concrete till the deal is done.
Topped up again prior to next t/u which should confirm the traction outlined in the interims. The transition from chromed articles to more environmentally friendly alternatives continues apace and Hardides coating superiority is compelling looking at all comparators. Optimistic that cash flow and utilization stats should swing to cash positive soon and that one or two good orders post trials will reboot the climb and relate here.