Member Info for andrbea

pps (fuel cells stock) blue today

Initiating with a Buy rating. We initiate our coverage of Proton Motor Power Systems (“Proton Motor”) with a BUY rating and a target price of 201p. Our valuation equates to a market capitalisation of £1.47bn, compared to a current share price of 65.5p and a market cap of £479m.

Https://*********************/companies/uk/proton-motor-power-systems-plc/research/arden-partners/proton-motor-power-systems-europe-s-pem-fuel-cell-leader-mass-market-primed/15_3660

These broker notes saying £13, 14 or £31...
do they only become real once the sales update is out (EOM) and - from then on - the brokers start to apply a P/E ratio?

If the current P/E is only 1 and it moves (overnight?/in Feb 2021?) to5 or 10, that would have a big effect on the SP, wouldn't it?

So it's not just about a good sales update moving the price up, it's the P/E ratio that will give a real kick ...

.. looks bullish to me:

LUND, Sweden, Jan. 18, 2021 /PRNewswire/ -- Alfa Laval - a world leader in heat transfer, centrifugal separation and fluid handling - has joined a project with DTU Energy, Haldor Topsoe, Svitzer and the Mærsk Mc-Kinney Møller Center for Zero Carbon to accelerate the development of solid oxide fuel cell (SOFC) technology, which can use green fuels to generate electricity. Alfa Laval will head the development initiative, with the aim to find scalable solutions for noncarbon fuels for the shipping industry.

Https://www.wfmz.com/news/pr_newswire/pr_newswire_business/alfa-laval-joins-forces-with-marine-industry-players-to-accelerate-decarbonization/article_a65e4560-6d09-5f75-b0a3-472a99760a83.html

airports & pcr testing
15.1.21

Https://www.aviation24.be/airports/brussels-airport-bru/skyhall-at-brussels-airport-to-become-vaccination-centre/

Https://www.thejournal.ie/covid-19-antigen-testing-dublin-airport-5326087-Jan2021/

https://masterinvestor.co.uk/equities/johns-mining-journal-four-rocketing-mining-minnows-should-you-follow-them/?mc_cid=72367c5001&mc_eid=ed41abe3c6

FWIW. He ignores the future fields for GGP (eg Goliath). So the article is of little value IMO.

another fuel cell stock PPS up 11% today
mood there buoyant (so why not on cwr too?):

PPS board

coffee2go1 Jan '21 - 11:56 -

I really like this company. High quality, fair prices, excellent management and really cheap compared to Plug Power and Ballard. We could easily double...

Let's call Haveiron an egg (1 egg). And equate it to a SP of 40p

Goliath a high priority Havieron look alike, 4 times the size of Havieron, so 4 'eggs'.

SWAG is c2 x size of HAV, essentially. So 2 eggs.

As to Kraken:
At Havieron 0.75g/t = 11.7m oz
At Kraken 0.75g/t = 27m oz
So Kraken = 2.3 eggs

Total eggs = 1 + 4 + 2 + 2.3 = 9.3 eggs
Excluding all the rest (eg the Breccias, Parlay)

9.3 eggs = 9.3 x 40p = 372p/share (long-term value)
Just my ramblings, as a newbie here.

Years ago blackrock were in kdnc I think, but then exited after a month.
So IMO they have a history of quick in and out.

There can't be that many TYK2 inhibitors out there. SAR ought to be on the radar of big pharma by now, as Covid worsens.

Https://www.proactiveinvestors.co.uk/companies/news/938053/sareum-receives-worldwide-rights-to-flt3-programme-938053.html

The analysis revealed a strong association between TYK2 and severe COVID-19. Importantly, TYK2 is one of four gene targets for Janus kinase inhibitors such as baricitinib, which has been issued an emergency use authorization by the U.S. Food and Drug Administration for the treatment of hospitalized COVID-19 patients.

Https://www.scienceboard.net/index.aspx?sec=sup&sub=imm&pag=dis&ItemID=1856

The European Union has announced that it will temporarily allow remote audits of medical devices and in vitro diagnostics under the new regulations (MDR IVDR), set to go into effect on May 2021 and 2022 respectively.

In a document published Monday, the European Commission agreed with industry and notified bodies that the ongoing COVID-19 pandemic has made in-person audits at manufacturers’ facilities difficult if not impossible.

Https://www.massdevice.com/eu-allows-remote-audits-for-medical-devices-during-pandemic/

Also

Https://www.massdevice.com/fda-debuts-plan-for-ai-based-software-as-a-medical-device/

Https://ksusentinel.com/2021/01/12/solid-oxide-fuel-cell-sofc-market-is-rapidly-growing-with-huge-application-scope-opportunities-by-2021-2028/

Commodities boom?

Https://www.theguardian.com/business/2021/jan/10/green-economy-plans-fuel-new-metals-and-energy-supercycle

Those 2 seats in the Senate look crucial (we should be up 5% :-) ):

Https://www.cnbc.com/2021/01/07/plug-power-ceo-expresses-optimism-for-hydrogen-under-democratic-senate.html

Https://www.bloomberg.com/news/articles/2021-01-08/hydrogen-company-s-market-value-skyrockets-to-25-billion

The TYK2 gene looks key:

28.12.20
One particular drug which the research team think could significantly help treat COVID-19 is a rheumatoid arthritis medicine called baricitinib. The medication reduces the activity of the gene TYK2, which they believe will help lower lung inflammation.

Https://www.diabetes.co.uk/news/2020/dec/gene-discovery-has-helped-seek-drug-treatment-for-covid-19.html

Testing should go off the scale over the next 6 months, as - in the short term - things look bad IMO

Https://www.theguardian.com/uk-news/2021/jan/11/bodies-stored-at-temporary-surrey-mortuary-after-hospitals-reach-capacity

Https://www.proactiveinvestors.co.uk/companies/news/937958/cannabis-stocks-surge-as-democrat-senate-wins-raise-hopes-of-us-decriminalisation-937958.html

I have 3 factors for a higher SP:

London hospitals, a chronic lack of ICU beds emerging

South African variant: makes some vaccines less effective

urgent need for more PCR test equipment as the world's airports start to make them mandatory

... but ncyt has been manipulated at these levels for weeks now.... who knows why ...

that PLUG news: https://finance.yahoo.com/m/40da081b-55a3-3491-86ff-fcfcb0d2f092/fuel-cell-stocks-jump-on-1-5.html

so on the scales, reports of a one vaccine shot (J&J) by mid Feb, would sent the SP down. But much more important, in my eyes, is the need of each country to test incoming foreign nationals. For which PCR tests are the most watertight (countries want certainty). And that latter (huge) market is something we could not have envisaged emerging a few months back....

IFNAR 2 TYK2
eg in this article, 3 days ago
Https://www.researchgate.net/figure/Detail-of-the-TYK2-and-IFNAR2-loci-showing-location-of-instrumental-variables-used-for_fig1_345471762

(PDF) Genetic mechanisms of critical illness in Covid-19
www.researchgate.net › publication › 345471762_Geneti...
3 days ago — PDF | The subset of patients who develop critical illness in Covid-19 ... Detail of the TYK2 and IFNAR2 loci showing location of instrumental ...