Member Info for Angus513

SP will no doubt drop in the morning, question is though how does this actually impact Kefi?

This conflict has been going on for almost a year, Kefi are neutral to both sides and the rebels are looking to march on the capital, absolutely no where near TK.
So genuinely wondering, does this development impact the mine in any way?

"Nothing good to say" ... Not a single thing about the entire stock or potential - says it all really.

You haven't got a balanced view of a high risk stock, you've got a hellbent mentality that it's going to fail regardless
Balanced would be "It's got potential if handled correctly, XYZ is what we need" - instead you and your alter ego Fevertree are "it's doomed to fail, Harry is going to destroy it blah blah blah"
That's not "not having tinted glasses", that's a full blown vendetta.

Yes Harry is getting paid, everyone is for working, but he'll earn a hell of a lot more if this works and at this point the work/reward is far more in favour of him finishing it off if he can rather than just throw it away for no reason.

And so far he hasn't proved you right at every turn - you claimed he was BS'ing the security issue, then adapted your position when it proved he was right.
You claimed there would have been another placing following the delay ... Not happened.
You keep saying he is short 30% of the financing expect as my understanding of the situation is, he has 70% unconditionally signed while the remaining 30% has been found and is agreed in principle and just needs signing off.

But regardless, you've seemingly made your conclusions that Kefi isn't going to work out and so have withdrawn your position and expressed the reasons why when you did so, you've made your point. - fair enough

The fact you are still here this long afterwards, still harking the same messages on repeat says it all.
Everyone here knows your position and knows your opinion, anyone here who you were going to influence have already sold up, anyone changing their minds now will be doing so based off official news and the changing situation, not because of your opinion , so to continue posting this long afterwards is either attempted de-ramping or just trying to antagonise people here ... Of which yes you are here pretty much everyday, almost 1/4 of all your LSE posts in the past month have been here, averaging over 1 post per day

Well it personally doesn't seem like a balanced view since I can't actually remember the last remotely positive thing you said about it.
Everyone knows the stock is high risk / high reward
Yes you have people looking for the positives but a balanced approach is you balancing the positive Vs the negative rather than trying to outweigh everyone's positive with a metric ton of nothing but negative.
Many aspects of which seem nothing more than blind desperation such as the security issue - when that was first announced you pinned it down as not really an issue and in fact just Harry making it up to delay - once the news then broke that it was 4 workers kidnapped you switched to it being real but being Harry's fault - even though they were miles away from the mine, assessing access roads
Even now with rebels & government military clashing in the region, you're blaming it on Harry.

Seems you have a rather unbalanced hatred towards him for whatever reason

As you say though it's up to individuals to make a decision weather to invest or not, everyone has access to the same catalog of RNSs, presentations, interviews, news reports and past forum posts to be able to draw their own conclusions - so to continue banging the drum of old news now seems more like you're trying to scare people away.

As for why it seems like an incentive - time is money
Discussing a stock you are invested in is your money, choosing to leave a stock and then debating the reasons for a short time afterwards is understandable
But you've been out of this stock for 4 months? And yet continue to post here multiple times a day almost every day since - that is a hell of a lot of your own personal time being used up which nobody does without something to gain.
Hence you either want the stock to fail to benefit in some way or you think the stock will succeed but are waiting for the right time to jump back in.
Spending this much time on a stock you have no real interest in doesn't add up.

Investing in companies is a relationship, you've decided to end your relationship with Kefi which is your choice, but now it's like you are stalking your ex months later and talking trash about them - which you don't do for nothing, you either want them back or you just want to screw with them for kicks

Stockready - I curious as to your incentive to be here is ...
You say you can't tell people what to do with their money and yet that's all you are doing with your posts being a constant barrage of try to persuade people to sell.

Everyone knows stock trading is a risk and that you invest if you think it's worth the risk,
It's clear you used to be invested in Kefi so once upon
a time you thought it was a good investment, then 4 months ago you clearly changed your mind and sold up (which is entirely your decision and should be respected as such)

Now I've been invested in companies before that I've then sold out of, and I might keep an eye on what the share price is doing every now and again just out of curiosity - but you and your alter ego have invested so much time in a constant barrage of posts for months now that it brings into question why are investing so much personal time on this forum?
It's either;
A) You have a personal vendetta against HAA / Kefi and you want to see if fail - question then is why?
B) You actually think Kefi will succeed and want to wait until the price is low to buy back in

Nobody invests this much personal time in discussing a stock that they aren't invested in unless they have an agenda ... Unless you just genuinely enjoy discussing stocks that you have no interest in, in which case there are a few thousand others that you've missed.

We get it Stockready, you were hoping to drag the price down further but now the boat has sailed without you - but trying to pin this on Harry is beyond laughable.

You're presuming the employees were kidnapped from the mine itself, they could have been attacked while no where near the mine itself, unless you're expecting every employee to be given their own personal security detail 24/7?
There are risks in any country, more so in one in th middle of civil unrest but you can't go on in constant fear.

And you're genuinely going to criticise Harry for not publicly announcing a kidnapping whilst the kidnapping was still on going?
You are aware that Harry wouldn't have been managing that situation himself, it will have probably dealt with by authorities who may we'll have told Kefi not to make any details public until it was resolved in order to protect the employees

Just watching the highlights of parliament on BBC and one clip was a member of the government discussing the UK's investment plans to make the UK a world leader in low carbon energy
Within a list of examples they stated of types of energy the minister stated "low carbon hydrogen in Sheffield" ... I can only think of one hydrogen company in Sheffield ??

Surely positive news, ITM must be near the forefront of any government investment into hydrogen

Kefi probably stated that because presumably at the moment the ministry hasn't extended the license as of yet.
As the report states the ministry had apparently said they wouldn't extend the license because there are no security concerns - however given that Ethiopia's own Human rights commission relocated some 40k citizens in the area because of "security concerns" and now a 2nd mining company in the region has suspended work then it's pretty clear there are security issues, so the government then doesn't really have an argument to not extend the license
But until the extension is officially granted then Kefi has to word things this way

So Harry is also running the other mining company who has since suspended operations for the same reason?
And he's also running the Ethiopian Human Rights Commission as well?

Or it's just total coincidence that they also cited security concerns in the area after more than a dozen people were killed in the area?

Don't tell me, it was Harry who killed them as part of his BS master plan? ??

Agreed, the fact the EHRC stated the reason for relocating citizens in the region a few weeks ago was "security concerns"
And now a 2nd mining company in the area has halted work because of security concerns
Then it's pretty safe to say Kefi also face the same general security concerns and the government can't ignore that.

Certainly a worrying article which if true could spell disaster for Kefi.

However, trying to keep an open mind here until we hear something official - there are a few questions

1) Why did the ministry wait until almost a month after Kefi's extension application before publishing such a letter - they are heavily invested in TK and clearly know the situation on the ground very well already so why wait so long?

2) Why has there been no public mention of any issues directly from the ministry? Again given how invested they are in the project, once Kefi announced their initial delay at the end of September citing security issues, why did the ministry to squash the claims publicly straight away?

3) Why is this the only report of this? I've spent most of the night scouring the internet and this is the only article anywhere which is making this claim - not saying it's a lie but it seems odd that it's the only source unless I'm missing something

4) Can we still make the October deadline?
Kefi said they couldn't reach the October deadline due to security concerns, presumably this could potentially mean that everything else is in place ready to go but they wanted to hold of to sure up concerns of security ... In that instance if the Ministry is rejecting the extension and stating there are no concerns then presumably the project could still be given the green light by the 31st?

All will hinge presumably on what the next RNS states, looks like it could be make or break for this project

Overall a very positive budget for our future I think, there was some specific mentions to green (and hydrogen specifically) however with the current climate it's understandable the majority of the budget was focused on the short term Covid support etc
However the overall was very promising in my opinion, with the focus clearly being to invest our way to clearing the debt rather than just taxing everyone.

I suspect the next big budget, once we are out of lockdown and everyday businesses are back up and running, will carry some seriously heavy investment into H2

That's odd, my order just executed straight away @6.70

https://newatlas.com/energy/powerpaste-hydrogen-fuel-paste/

A way of storing and powering cars by creating a magnesium paste, would certainly making transporting H2 a lot easier than dealing with gas or liquid and would presumably be a lot less volatile, which is a big negative in the public perception of fuel cell cars at the moment

I think this move is still positive for H2 move in general.
The biggest hurdle at the moment is obviously producing large enough amount of H2 to bring down the price of it for consumers as true green H2 needs large amounts of renewable which I don't think the grid can manage yet.

I would imagine that moves like this from Essar to use its current fuel to make H2 will make it cheaper and thus help increase demand for H2 short term which would surely only be a good thing for DMG demand?

The joys of the stock market unfortunately, I held onto shares in AFC for a while and they were slowly loosing more and more, less than a week after I sold they had more than doubled in value
Thankfully I'd used the AFC sale to buy PHE so it's worked out for me this time, but it's sods law if you'd held PHE they wouldn't have moved and you'd have missed out on your other stocks

Big news hitting 5p SP yesterday, markets open less than 10 minutes and knocking on 6p already ... This is a great time for long term holders ??

Is it just me or has yellow and their "mark my words this will be back at 1p" suddenly gone very quite ??

A great day for PHE, all my stocks are either static or down today apart from this one

Plans are for F1 to use sustainable fuels from 2026 ...
This doesn't strictly say what the fuels would be but I would say hydrogen seems the logic choice - EV has already been done with Formula E and it can't sustain the longer race distances that Formula 1 does, plus Extreme E is already planning to down the hydrogen path as well.

Formula 1 has always been a big platform for advancing and developing technology that then works it's way into mainstream road cars - it will be huge for the hydrogen revolution if a sport as huge as F1 comes on board

https://www.bbc.com/sport/amp/formula1/54917111

No doubt Biden is going to be far more pro-hydrogen than Trump but I also found this article interesting for the future of hydrogen

https://www.scientificamerican.com/article/energy-department-looks-to-boost-hydrogen-fuel-for-big-trucks/

For me the big arguments of EV Vs Hydrogen are the refill times, EV trucks will take significantly longer to recharge than a hydrogen truck and for logistics companies 'time is money' - America is a much bigger player in the haulage market in this aspect because of the size of the country, trucks generally make much longer journeys than they do over here
With a hydrogen infrastructure in place to support big trucks, cars will naturally fall into line with them

My parents live in the neighboring village, I was walking in the marshes next to the Protos site about 6 months ago and they had some sort of construction work even back then ... Might have to take a trip over again and see how things are progressing