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make this worth 35-40p at least
today
Yes v reassuring and with 5 of the 220 machines on order and 3 manufacturing partners inked in this should recover from here if they can get them tested and shifted this year.
Its a big year for them then and also the bigger 440 machine on the way after that. Hope they can stick to the schedule set out here..
Looking lively, directors have a 55p minimum price lock in. And ceo was buying in 20s not long ago and 30s before that. Bodes well
Encouraging
Downward drift fully engaged. Could use an update.
This latest RNS it looks to me like the tech engineering and supply chain issues may well be sorted or well on the way... can't see Fabrum entering new manufacturing and license agreements with a new unit already on the way to NZ "where it will completed and fitted out with the remaining components and commissioned for use." if they weren't ... especially given Fabrum have been assisting CPH2 with technical development and design reviews.
Could see a significant re-rate here once its clear these issues are sorted and new & existing orders are confirmed with next gen units shipping this year as indicated. Gap back up to 40 for a start and even there it's below the oversubscribed IPO.
On further research its difficult to find anywhere close to £70m value in this share. Its too speculative.
Time to buy
Are we still expecting the delivery of 1 unit to NI to be announced soon?
Unless there has been a further Duffy follow-up tweet the pipeline progress has been a very unfortunate tripwire. Doncaster expansion and staff expansion might have been premature if rapid material supply solutions are not found.
I have again examined the Cyprus rhodium catalyst innovation and reflect if a parallel development should have been bolted on to the membrane-free vision.
Others will have a greater scientific grounding on the subject and, whilst disappointing, I continue to hold a fair hand in both ATOM and CPH2
Sorry to hear that toneman ~ supply chain & technical issues strikes again.
Well that's annoying. I put my investment in the shares yesterday on an expectation that the company would resolve the issue over the next few months and that the relationship with Octopus would get stronger. Shows what I know...doh.
SP appears to be recovering quite strongly. ( I hope)!!
Can’t get it to work? Outlook not good.
Opportunity to penetrate a very fast-growing market - The development of the hydrogen economy is forecast to lead to a 650x increase in European demand for electrolysers by 2030, with an EU electrolysis capacity target equivalent to 40GW. This requires investment of up to c. EUR47bn towards electrolysers producing 10 million tonnes/year of renewable hydrogen. The Group aims to become a globally recognised and highly-profitable designer, manufacturer and licensor of its MFE technology and is targeting 4GW production capacity by 2030. Meeting this target would be equivalent to a 10 per cent. market share of the projected EU market, albeit the Group is aiming for traction with customers across the global marketplace, where required electrolyser capacity is estimated to reach 100GW within the same time frame.
-- High-calibre customer base - The Group has an existing blue-chip customer base and a contracted orderbook of 4MW of unit production for delivery in 2022, providing an excellent platform for future growth. Beyond this, the Group has an established pipeline of new opportunities at varying stages of development, including active discussions with current and quoted customers in respect of potential orders in excess of 160MW.
I don't understand the £100 million valuation, how does the market value it? it doesn't have any revenue
Is the future growth that substantial?
So bought in yesterday after a bit of research to suplement other Hydro stocks and as a counter to ITM which is being spanked at the mo. So of course she drops today !!
Thanks Corryvreckan1
The stock market never reports the direction of a trade - whether you are buying from an MM or selling to them - it just reports it as ‘a trade’.
The Buy/Sell section on this site, and many others offering a similar service, is just running a simple algorithm to compare each trade price to the mid point of the reported spread at the time of the trade. If your broker got you a price below the mid point of the spread then LSE will display it as a sell, if above it displays as a buy, if bang in the middle or late reported then it's normally unknown. It's just a guess/indication that works some of the time but by its nature is of limited use.
Look at the trade prices instead to see where the spread in actual operation is. Not clear yet today due to limited trades but you can see the trend on yesterdays trades.
Why does my purchase show up as a sell? Bought £1950 worth this morning.
Aim 2022 awards contender.:-)
Two on the same day - one maybe more significant than the other