Member Info for aobfc

Reduced by 0.26% yesterday!

I can't decide if I'd rather they are scrambling to cover or are selling more. Either way seems positive now.

3.5mn Traded today, either shorts are covering or the South Africans are buying more.

Obviously I'm a believer, so I find it astonishing that a firm would keep a short so long without trading it at all. Helikon is a very successful business and that makes it all the stranger. I had convinced myself that it was a clerical error and the short was covered when the price was sub 30p and the volume massive. I bloody hope they are still short.

I have been trying to figure out whether the Helikon open short of 2.91% position is still live. I contacted Helikon and received no response. I contacted the FCA who said that I could see all short positions in their data. So I contacted ITM investor relations, who seem to believe this short position is legit. So, it seems that this big short is still out there. If we get the news we are hoping for, there will be an almighty scramble at some point. Fingers crossed.

Someone sold 700k in the closing auction. Didn't knock us down much.

I guess the RNS tomorrow will tell us who is bailing and who is buying. Still think these are far too cheap and a deal closer to NAV will happen at some stage.

The Linde CEO, Sanjiv Lamba, identifies three big problems green hydrogen must solve before it can take off commercially:Economic Challenges Beyond Equipment Costs: While electrolyzer costs—especially with affordable Chinese alkaline electrolyzers—are declining, the broader economic challenges remain significant. These include the high total cost of ownership and cost competitiveness compared to other energy sources.Infrastructure and Market Frameworks: There is a need for development in infrastructure such as transmission lines and pipelines, alongside creation of clear certifications, regulatory frameworks, and government coordination to support green hydrogen production and export.Scale and Viability of Production Projects: Achieving the necessary scale for green hydrogen production to be viable requires overcoming financing hurdles, long development timelines, and competition with blue and gray hydrogen in the near term. Green hydrogen is still considered by Linde CEO to be 5 to 7 years away from large-scale commercial readiness.In summary, while technology costs such as electrolysers have improved, green hydrogen's challenges lie mainly in economics, infrastructure, regulatory framework, and scaling viable production projects. Addressing these issues is essential for green hydrogen to move from promise to widespread commercial adoption���.This aligns with Linde's broader strategic view that gray and blue hydrogen are current stepping stones towards making green hydrogen more economically and practically feasible as the ultimate low-carbon solution in sectors like long-haul trucking, shipping, and steel by 2030�.

Oops thanks.

Plug Power has been upgraded by HC Wainwright today target from $3 to $7......

So Brookdale has reduced by another 1% presumably Miton buying the stock. Why do we not see the stock crossed in the volume though?

Milton announced a 4% holding too.

So Weiss/ Brookdale reduced by 1%, to 24%, presumably where Staude found their stock? Anybody else following this?

We all hope they will work their magic on ECI, but presumably, every time they want to buy a business, there will be another capital issue and therefore another opportunity to buy in. I am wondering about taking profits here?

Jeffries target 115p

Someone has upgraded this morning, any ideas who?

No, someone sold a million shares across the day, 500k of which was in the closing auction. Imo that's a shorter trying to knock them down. They failed today.

Surprised the shorts haven't tried to knock this down today in such low volume. Still a few minutes to go.

Staude has increased their holding to 6% last week or 2. Free float shrinking weekly. Watch this space.

Very quiet on here. Anybody have any views why this is so perky last few days? There was a big turnover a week or so ago and it seems hot to trot since then.