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Regarding Weichai, I should also have added that they have committed to their participation subject only to PRC regulatory approval as stated in the RNS announcement:
The Weichai Subscription is conditional upon satisfaction of certain provincial PRC governmental approvals (the "Regulatory Approval Condition").
not much chance of weichai taking up their allocation now.
just wait 3 weeks and buy them at half price.....
Weichai's participation would be in order to boost CWR's funds, in return for an allocation of shareholding (which dilutes existing shareholders). Buying shares on the open market, at any price, would not achieve that objective so this suggestion is a bit silly: Weichai will either participate or they will not.
It's a good time to top up in my view, so I did, taking a small loss on some GSK shares to do so. Diversification is the name of the game.
As a newbie I have been an enthusiast for Hydrogen in all its various uses for a future fuel. I am not a market or share expert; how do the members here see ITM and Ceres compared to the big players eg Mitsubishi Heavy Industries, Siemens and other major industrials who are beginning to invest in H2? Do ITM and/or Ceres have any USPs or just first mover advantages? Is it likely that they will be left behind once the major players start throwing big money at RandD or do they have technologies or patents , with a 'wide moat' as Buffet might say? I like investing long term in small companies especially UK ones so I am sticking with them both but I am not sure how secure they will be once large investments start to flow, Any informed views very welcome. Thanks.
The whole market is in a tizz - it happens from time to time - it will soon sort its self out - you only loose out if you sell and you gain most if you buy.
Broker notes of £20/share being made to look silly
at these basement levels
Ceres still has its German & Chinese partners
so nothing's changed in my view.
" If the only worry is that it may be over valued (this week!), then that's not bad for an AIm stock backed by the likes of Bosch. Thanks shorters."
a good comparison is nanoco(NANO) they were backed by dow but still turned to dust. CEO edelman was the only
winner he took everyone for a ride
Well Dartron if you think this is being shorted then here's a link to the short share tracker so you can thank them; and if you find any let me know
https://shorttracker.co.uk
From Twitter:
“ #CWR Hit the 200 days moving average (Great support) - It should see some recovery from here
(Tech Chart included)
https://twitter.com/e16343676/status/1392063011372797953 “
This is just shorters offering the long term investor a fantastic opportunity. I think this will be back at the placing level fairly soon, therefore I wouldn't rule out Weichai. Just bought in to my pension, and this time im going to hold them. Think ill be glad I did in a few years time. If it drops further this just provides a top up opportunity and possibly a short term trade as the shorts close. If the only worry is that it may be over valued (this week!), then that's not bad for an AIm stock backed by the likes of Bosch. Thanks shorters.
not much chance of weichai taking up their allocation now.
just wait 3 weeks and buy them at half price
Should add it is going to be an interesting few weeks for Ceres; Weichai have yet to confirm they are taking up their significant share of the recent placing; they have until the end of this month to decide; also waiting for news on the bus trial.
"The Weichai Subscription is conditional upon satisfaction of certain provincial PRC governmental approvals (the "Regulatory Approval Condition"). The Weichai Subscription will complete five business days after satisfaction of the Regulatory Approval Condition and therefore no shares will be issued to Weichai at the time of Admission. The timing for completion of the Weichai Subscription will depend on when the Regulatory Approval Condition is satisfied. If the Regulatory Approval Condition is not satisfied by 31 May 2021 the subscription agreement with respect to the Weichai Subscription will not become unconditional and the proposed subscription by Weichai will not proceed.
Separate application to the London Stock Exchange will be made for the Wechai Subscription Shares to be admitted to trading on AIM. Admission of the Weichai Subscription Shares is expected to take place, and dealings on AIM are expected to commence, by 8.00 a.m. on 9 June 2021.
In the event that the subscription by Weichai does not proceed, the total gross proceeds raised by the Company will be approximately £43 million less (i.e. approximately £137 million) and the Fundraising Shares will represent approximately 7.5 per cent. of the Company's existing issued share capital."
It is just down to US Market inflation fears coupled with the switch of funds from growth to value stocks as the economy recovers.
Does anyone know why the hydrogen stocks are taking such a hammering, considering that H2 is supposed to be the future?