The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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The problem is Hydrogen is on the cusp and not fully here , its getting on the slow train that stops at every station at some point demand picks up and you past all the train station and go full ahead in half the time.
We are five years away at least , for me invest and wait.
Problem is will the CEO hold and wait
Selling the marine business would be crazy as delivers dividends to main TP Group plus management fees of around £5 million a year , sell and that is lost.
if they sell marine business then im out and a good profit as shares will rise but will they ?
That's a very good question
When you sell your diamond whats left
@adastra ive said it before will say it again. I dont know why these companies PR / Comms
/ Marketing are so poor.
Haha! I wish......but to be quite frank I couldn't do worse than present team as a conveyor of relevant info. Same applies to many on here too!
Cheers oldtramp - yes the article shows the possible promise in this market segment.
Adastra - I like your positive write-ups - perhaps TPG should be hiring you for their press-relations. Ooh - there's a thought - perhaps they have ;-)
Apologies for the typo dactions
Hi. factions you make a very good point about static SP let’s hope PC had a crystal ball back in 2012 this link is very relevant to the current hydrogen trend and TPG get a mention
https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/941822
“Every single major manufacturer is either looking at or working on hydrogen cars,” says Jon Hunt, a marketing manager for Toyota and head of commercialisation of hydrogen fuel cell vehicles.
“Lithium-ion battery production [for electric vehicles] is very energy-intensive. As an example, a 100kWh battery will give a potential range of 250 miles and, in order to produce that battery, it will take around 20 tonnes of CO2,” says Hunt.
oldtramp - really interesting read on the science - thanks
Although it reminded me that CJB Developments Ltd was bought by Phil Cartmell (TPG - then Corac) in 2012 with a placing of 10.5p raising £6.5 millions and he said at the time:
Commenting, Phil Cartmell, Executive Chairman said:
“We believe this acquisition will bring strong strategic and financial benefits for Corac as it represents an opportunity to acquire long established, niche profitable businesses with complementary technology and expertise.”
“We believe this will further strengthen the Corac proposition for our partners, customers and investors. It will transform Corac into a technology-led engineering group serving major global industries with established commercial relationships and a track record of revenue and profit contribution.”
We're still waiting to see the profit on that one !
Really interesting subject Adastra been looking into TPG,s history of Hydrogen The company used to be called CJB developments until they became part of TP Group. Back in the 80,s they worked with NASA on the space station because of the reliability of the spe regenerative fuel cell they developed and use in submarines i have no doubt the tech has moved on but sure the concept is the same in the latter part it mentions refuelling stations
https://core.ac.uk/download/pdf/42806321.pdf
Use of hydrogen in transport has multiple advantages over batteries in that it is significantly lighter to transport (electric car batteries are as heavy as 4 adults in some cases), plus it is easy to plan when fuel will be required unlike battery tech where light weather, traffic and diversions can cause significant problems. Easy to gauge and easy to recharge. Refuelling stations are soaring in Japan and China with Europe rapidly catching on for road haulage. Infrastructure is the key. It will happen and TP should benefit from it's experience and safety record. Battery power will improve but hydrogen will most certainly be a major player in rail and road transport.
TP is not only making huge advances with its hydrogen for rail transport tech, it is actively engaged in autonomous navigation. Combine these with its spacial management drone technology and you have a pretty formidable range of platforms to address transformational change. Plus robotics........ The fact that TP has several generations of IP relating to control of gases in a closed submarine environment gives the safety provenance that will make the difference.