Pipehawk Plc · LSE:PIP
Pipehawk — Shareholder Meeting (December 2023)
25 slides from Pipehawk's shareholder meeting presentation, Dec 21, 2023
Slide 1: QM Systems & Thomson Engineering Design AGM 21st December 2023
QM Systems & Thomson Engineering Design AGM 21st December 2023
Slide 2: Agenda
Agenda: • QM Systems • Caudwell Marine • Ventive • Fast MDx • Thomson Engineering Design (TED) • UR Partnership • High Output Machines
Slide 3: Innovation in Automation
Innovation in Automation
Slide 4: QM Systems Current Projects
QM Systems Current Projects • Largest orderbook ever • Healthy pipeline • Company currently trading purely on project business • But that is about to change…..
Slide 5: A Reliable Diesel Outboard Is Coming
C/ ARING A RELIABLE DIESEL OUTBOARD IS COMING
Slide 6: Caudwell Marine – Innovative Diesel Outboard
QM Systems Caudwell Marine – Innovative Diesel Outboard A Revolutionary 300 BHP Diesel Outboard Power Unit
Slide 7: Caudwell Diesel Outboard
QM Systems Caudwell Diesel Outboard The Caudwell Marine diesel outboard brings a number of new features to the large outboard diesel market which will deliver an exceptional end user experience: Axis Drive • Steering from the lower leg only drives incredible steering performance, greater stability &
Slide 8: Images of Caudwell Production Facility During VB Build
QM Systems Images of Caudwell Production Facility During VB Build
Slide 9: Caudwell Marine Timeline
QM Systems Caudwell Marine Timeline • VB • Production of c30 units for final design validation • Completed April – September 2023 • QP • Validation of manufacturing process and assembly line • c60 units • Every unit tested on in house ‘Hot Engine Test’ facility • February 2024 – June 24 • Saleable u
Slide 10: Ventive Home
QM Systems Ventive Home An intelligent whole house ventilation, heating, cooling and hot water for domestic homes.
Slide 11: Ventive Home – Smart Whole House Ventilation, Heating and Hot Water System
QM Systems Ventive Home – Smart Whole House Ventilation, Heating and Hot Water System • Based on Ventive’s patented intelligent ventilation system – offering zero carbon heating via a heat pump, ventilation for healthier living, passive cooling, hot water, electrical battery, thermal heat storage, m
Slide 12: Ventive Home System Features
QM Systems The Ventive Home System brings a number of new features to domestic ventilation, heating and hot water market, all combined into one neat, compact unit: Heat Pump Technology • Utilises a HP to provide efficient direct or indirect heating and hot water Thermal Battery • Upto 12kw storage o
Slide 13: Images of Ventive Home System Production Facility
QM Systems Images of Ventive Home System Production Facility
Slide 14: Ventive Home Timeline
QM Systems Ventive Home Timeline • VB • Production of c15 units for final design validation • Currently underway, due for completion January 2024 • PV • Validation of manufacturing process and assembly line • c60 units • Every unit tested on in house EOL test system • April 2024 – July 24 • Saleable
Slide 15: Fast MDx Medical Vial Filling
QM Systems Fast MDx Medical Vial Filling • Our medical vial filling cell is up and running • First filling machine built and tested within our newly installed clean room • First quantities shipped to our customer November 2023 • Initial pilot volumes due to be shipped through until mid 2024 • SOP mi
Slide 16: Thomson Engineering Design
SYSTEMS THOMSON ENGINEERING DESIGN part of QM)RAIL SYSTEMS
Slide 17: Unipart Rail Partnership
Thomson Engineering Design Unipart Rail Partnership • What we said last time around…. • Contract already in place with Unipart Rail for global export supply of TED rail equipment • Access to the distribution network of a £200 Million turnover company (part of a c£1Bn turnover group) • Sales and tech
Slide 18: Unipart Rail Partnership
Thomson Engineering Design Unipart Rail Partnership • TED and Unipart Rail (UR) are excited to announce a further partnership to develop and manufacture a range of high output machines • Together TED and UR will develop new and exciting products • UR will complete the final assembly of machines • Pr
Slide 19: High Output Machines
Thomson Engineering Design High Output Machines • TED have developed a range of products called ‘High Output Machines’ • Disruptive approach to railway track installation and renewal • High output normally reserved for few Tier 1 suppliers • Opens market to Tier 2 and 3 suppliers • Concept provides
Slide 20: Thomson Engineering Design
Thomson Engineering Design am) SYSTEMS ——______
Slide 21: SL21-04 Sleeper Laying Machine
Thomson Engineering Design SL21-04 Sleeper Laying Machine • Current methods lay upto 200 sleepers per hour. • Sleeper laying is the main bottleneck in the track laying process. • Will revolutionise the whole process, offering precision placing of sleepers at rates of 500 to 1000 sleepers per hour. •
Slide 22: Powered Rail Threaders
Thomson Engineering Design Powered Rail Threaders • Next stage is to install the rails. • Wide variety of different track assembly methods employed around the world • Two machines developed, • RT21-01 which has already been proposed for use on HS2: • RT23-04 multi-purpose machine, not only used for
Slide 23: FC 23-04 High Speed Clipping Machine
Thomson Engineering Design FC 23-04 High Speed Clipping Machine • Next stage is connecting rails to sleepers • Semi-autonomous machine follows the rail threaders • Fastens rails at a rate to match the sleeper layer • Removes the need for a gang of 30 workers who would normally be employed to complet
Slide 24: Ballast Handling
Thomson Engineering Design Ballast Handling • Ballast is applied next • Trains are used to apply ballast which cannot easily be replaced however excess ballast needs tidying and removal • Two products developed by TED for this part of the process. • BBR23-02 excavator attachment is the first of its
Slide 25: Thanks for your time
Thanks for your time