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I've not sold out completely and think that in the long term cwr will be an excellent investment. As you say, any buys under the last raise (10.35?) is likely a good buy.
I sold a chunk at a stop loss point, and will watch and drip purchase back in.
Good luck with trying to predict and buy in at the bottom boy; from my perspective, with the anticipated announcements due this year , led by the completion of the SOEC demonstrator, any buy in opportunity sub 10.00 is a welcome opportunity and I have added today accordingly despite already having a substantial holding
Hi Boyo, thanks for your thoughtful and useful analysis. I have recently reduced my holding on CWR when the SP hit my stop loss. I'll hold off re-entering for a little while buy keep an eye on things.
Off topic. Are you keeping an eye on TGP. Yet another contract win announced today, this time for >$10mill which should make it into the 2022 financials.
Investing in a mature organisation which is producing for an established market is totally different to investing in a new technology which aims to be transformational. The latter is obviously highly speculative so P/E is not a useful or relevant indicator. Looking at genuine development and prospect improvement as the cash is burning is rather more important - but a lot harder. Meanwhile, it has to be said that the gravitational pull of 800 seems to be in control: https://invst.ly/x3vfe
We are in fourteen month low territory now - excluding an intraday spike back in July: https://invst.ly/x3vd2 and many potential buyers (like me) will be holding off to see what happens as that support level is approached.
Probably more valid for the American markets, but a quick Google search brings up this which perhaps justifies the price target of the Berenberg Bank broker:
"The trailing P/E for energy and environmental companies operating in the green and renewable energy market was approximately 151.22. This meant in theory that investors would be willing to pay just over 151 (dollars or currency used) for every one (dollar) the company made through earnings."
https://twitter.com/surprised_trade/status/1480879189188354052
Interesting comment in Fundsmith annual report on P/E '..despite the rather sloppy shorthand used by many commentators highly rated P/E does not equate to expensive any more than lowly rated equates to cheap'...
Simply potential nuri - potential overrides logic.
Although, the potential is enormous and todays update is positive.
Because it’s meant to be the future once we start to get round to taking climate change seriously.
What makes this worth £1.5 billion? its on PE ratio of 55 - far higher than almost every sector.
Unfortunately, although 838 has held up to now, the price continues to be squeezed this morning: https://invst.ly/x3pp2
US green stocks did show recovery tonight so I’m expecting ITM & CWR to follow tomorrow :)
I think going sideways for a while would actually be a result and maybe the only result for the next few months, that is until the market takes its next turn.
It was hardly a noteworthy breakout but CWR did make a tentative start today by walking sideways out from underneath the latest (January) trend : https://invst.ly/x33kv .
Let's be blunt about this: the current fall in sp, ie the trend from end December , won't be over until the sp rises above the red line here: https://invst.ly/x2yy9 , which means getting to and staying above 875.
And the falling trend since the end of October won't be over till it crosses the orange line here: https://invst.ly/x2y-i , which means getting to and staying above 930.
And the falling trend since January last year won't be over till it crosses the blue.
It's about £3.50 short of that last target currently so let's not worry about that just yet.
Until it crosses all three it's technically going down.
The issue with the SP is directly related to tech shares in general and fears over higher inflation.
All tech shares are broadly following the NASDAQ at the moment - hence the fall over the last few weeks.
Better news today, as the NASDAQ regained some its losses - now signs that tech shares have been oversold.
This is the problem with AIM companies there isn’t pressure to update investors in appropriate way. Unless I have missed it any update on Weichai?
This could turn very ugly if we dont get any positive news. And the cash situation is becoming alarming too !!!
given the constant downward pressure, someone is having a dump