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Its hard to disagree with you, but I have been in from the start and continue to buy in as the price is where I believe there is value. Fundamentally their investments are good overall. The governments stance is affecting the push into alternate sources of energy in a negative way. High interest rates also limit investment into these markets. If you believe we are now looking at a lower level of inflation and the BOE at some point should start reducing interest rates that this fund has the potential to benefit.
Selecta6 - 'Shambles' is a good descriptor. Their performance is so far from their mission statement it's a joke. I think even with my appalling luck and questionable judgement I could have picked a more profitable selection for the fund. Frankly, a lit more contrition from the Chair and BOD wouldn't go amiss. Their statement really doesn't instil much confidence.
Spot on Grezz.
I've been here since day 1. After a reasonable early 20% uplift, it's been downhill every week since then.
shambles. What are they doing, aside of taking their salaries.
'HydrogenOne Capital Growth plc' - Anyone else agree that the company name is misleading? ;)
What will it take to change the sentiment here, other than some fairly chunky interest rate cuts?
Not very enticing.
H2 economy is here to stay and grow. Who owns this stock will have massive returns
There is an informative interview with Richard Hulf, of HydrogenOne on this week's Money Week podcast. They discuss the hydrogen market in general and some of the fund's aims and investments. Definitely worth listening to if you are invested or are interested in investing here............https://podcasts.apple.com/gb/podcast/the-moneyweek-podcast/id1048958476?i=1000644116901
Can you explain why it will do 200 pc?
This stock will do +200% this year, time to load up as much as possible
I think it goes something like this: The fed keeps interest rates high, HGEN is a growth stock so the curent value is based on future earnings which the calculation depends on the discount rate which depends on the interest rate. So while interest rates are high growth stocks will be rated low. In my opinion it's more to do with short term targets than anything fundamentally wrong with the share. As soon as it looks like the fed might cut interest rates growth shares start to increase, today's interest rate news was a little negative so growth shares go down.
There's a huge disconnect between the last reported NAV and the story coming out of HGEN's management and the SP, which is now showing a 50 discount to NAV. These are due to be updated next week which makes this months selloff slightly concerning. Anyone got a better reason than the old complaint that 'the market just doesn't understand this stock' ? I appreciate a chunk of the NAV is locked into unquoted companies - is that what's keeping the pros out? I realise a lot of quoted H stocks have had a pasting in 2023 but several are looking much brighter this year.
Glad I remained a little sceptical, and kept my powder dry..
I agree Momentum. I think we can be optimistic based off such rapid industry growth :)
I’ve been in practically from the day they listed. Always been confident but to be honest I perhaps brought in to soon at too high a price. Brought in again many times at lower prices. I’m confident it will come good as it’s well founded. Recent rises reflect great potential.
Do we have enough to warrant a top-up? Thoughts?
You’re right, the Hyundai investment is a great vote of confidence in what is a significant constituent of HGEN’s portfolio.
Market not awake on this news, or €45 million is not getting attention yet. Or i am the only one excited
Correction
I am the only one who excited on this news?
This may be of interest, though not new.
I did read a while ago that when gas was made from coal it contained about 23% hydrogen.
https://eandt.theiet.org/content/articles/2021/01/gas-companies-share-blueprint-for-uk-s-hydrogen-economy/
Positive update. Sounds like HGEN could invest much, much more if they could raise more. Need the share price to rise to NAV but there’s a long way to go. Encouraging update though.
Inneos the supplier of the H2
https://www.autocar.co.uk/car-news/new-cars/first-new-uk-hydrogen-fuelling-hub-open-2024
Gyroman, the answer to your question is here: https://hydrogenonecapitalgrowthplc.com/wp-content/uploads/2023/07/HydrogenOne_Capital_Bluffers_Guide_2023.pdf
I don't believe it's HGEN but rather the sector sentiment - compare to ITM, CWR, AFC etc