The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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He alludes - perhaps unintentionally - to the idea of hydrogen being a direct replacement for the gas in home or building heating systems. This is wrong. I only remark upon this because this red-herring is often dragged up as a straw-man argument by energy-haters. To be clear, your gas-boiler goes away and is replaced by electric; it does not get its methane replaced by hydrogen.
I'm not being obtuse here but why not?
I don't understand why Hydrogen can not simply be burned as a fuel replacement for Methane, Kerosene, Petrol, Diesel...
No one has ever given a strong reason as to why this cannot be done.
Yes I hear possible problems around storage but if H2 needs to be stored in a vehicle/building to be converted in to electricity in a Fuel Cell, what's the difference in storing it in said vehicle/building to burn it in an engine or boiler?
Genuine question for all the Hydrogen scientist out there.
I think there are quite a few question marks here.
I like others feel this area is a goer.
However:
Hulf's proclaimed 20% pa return, has not materialised, at all. I note he's stopped promoting that now!!
Since launch in July 2021, this share (fund) has managed to lose 25% pa. This is after an initial 20% rise.
I wasn't expecting immediate fireworks, as this is an investment. But........
So why is this still going ahead? https://www.h100fife.co.uk/
Yes. I thought it was odd when he went there in the interview. There’s plenty of real use cases for green hydrogen without getting into that old argument. Just imaging the amount of spare electricity you would need to produce that much hydrogen.
Re the prez.. OK, I'm a gung-ho long on this thing and appreciate Mr. Hulf's content. But..
He alludes - perhaps unintentionally - to the idea of hydrogen being a direct replacement for the gas in home or building heating systems. This is wrong. I only remark upon this because this red-herring is often dragged up as a straw-man argument by energy-haters. To be clear, your gas-boiler goes away and is replaced by electric; it does not get its methane replaced by hydrogen.
Dear all,
Richard Hulf spoke to London South East and made a compelling investment case for green hydrogen. Richard believes that the only viable replacement for grey hydrogen in industrial processes like the creation of ammonia is green hydrogen. This is a $175 billion dollar market. Europe alone is forecast to need 300 Gigawatts of green hydrogen, yet currently only manufactures 1 GW. This shortfall represents a huge gap and a great investment opportunity, which is why the HGEN fund was set up in 2021 to invest in hydrogen and hydrogen focused assets. Please do watch the full interview here: https://youtu.be/ft2-xC62swM
• HydrogenOne are a London Main Market listed fund specialising in clean hydrogen and hydrogen-focused assets
• #HGEN was launched in 2021, with a market cap of around 95M pounds
• The grey hydrogen industry which green will replace is worth $175 billion per annum
• Europe needs 300 gigawatts of green hydrogen by 2030, just manufactures 1 GW today
Good to see this has been moving back up of late.
Circa 65% up in a little over 2 months from a low of 40.
Hopefully, this upward trend continues.
Been looking at this over the past month seems to be on the rise again, thinking of dipping a toe, definitely looks like a long term hold to me , that’s if it survives?
A small market cap, a relatively large retail investor population vs institutional, nervous market, and renewable energy sector which attracts every loony quack huckster from under his rock on the internet => wonderful fertile ground for a short attack.
I’ve a feeling there was manipulation downwards for someone to get a nice entry point. I topped up this morning and hopefully there’s some good news that buyer knows
Weird movement down yesterday, and weird movement back up today!.
Surely, the reversal cannot just be off the back of the RNS statement issued?
Useful release though if it has calmed some market jitters
Results due next week, although they should not give any surprises as we already have the NAV for the Q and a portfolio update for the EOY.
gla
Maybe some light at the end of the tunnel. So-called "e-fuels" use hydrogen.
https://www.telegraph.co.uk/business/2023/03/28/net-zero-ban-petrol-cars-chaos-brussels-climbdown/
If there's material information in the annual report on Monday that accounts for the sp drop then this might be insider trading.
Re Ceres, there's bloodbath in the whole renewables sector since end of last week. HGEN.L seems to be hit hardest, tho. There's some serious bargains out there.
No idea. We'll have to wait for next week for more info, tho I'm feeling like an April fool already! It wouldn't be too surprising for a growth /early-funding /bleeding-edge vehicle like this to get short attacks and "buyers' strikes", especially in this market. I can imagine many of us are waiting a little longer before doubling down - I know I am.
It’s been a really disappointing performance since the start of the year, the same with Ceres which I’m also invested in. I still believe that hydrogen will play a big part in future energy plans, it’s not been written off by any government. I am tempted to top up at this level but I’ve been caught out with falling share prices before, so will probably wait and see where things are in a week, this was always a long term punt for me. Less than half NAV is both worrying and tempting
Now less than half the NAV from 3 months ago!!!
Must be something major has happened in the last 3 months when the news was;
Seven of the Company's private investments, representing 89% of its invested portfolio by value, are revenue-generating, producing equipment and technology solutions for clean hydrogen production. The unaudited aggregate revenue from these investments was c. £33m in the 12-month period to 31 December 2022
Does somebody know something we don't ahead on the April 3 full year figures? Huge discount to last known NAV now and still falling. Apart from lukewarm support for hydrogen in the UK other markets seem keen on H especially Germany and other EU countries. I really don't understand why this SP is so low in this market. Any ideas?
Is this maybe an elaborate scam?
52p wtaf!
-Here's links for the replay which seems to be working this morning, from Mr.J.J. Trayner:
https://event.webinarjam.com/replay/38/y150gcqnilkb9xb0ow
- and -
https://hydrogenonecapitalgrowthplc.com/
-Here's links for the replay which seems to be working this morning, from Mr.J.J. Trayner:
https://event.webinarjam.com/replay/38/y150gcqnilkb9xb0ow
- and -
https://hydrogenonecapitalgrowthplc.com/
It's perked up a point or so this morning in a horrid market - so maybe that prez impressed a few other people too.
Can't find the link!?! I had it yesterday anyway. Of course their guy was peppered with "If you're such a good biz proposition, how come you tanked 40% under IPO price in the last couple months?". But he had a good story to tell and made me feel like doubling down, but I might wait a while in this iffy market. The current interest rate paranoia will take a while to pass and everything is down this week, especially growth guys like this.
In my opinion the business case for buying HGEN is only stronger than when I bought at IPO for £1. I topped up today.