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Yellow. A bit like ITMs sale yesterday bought by Linde for themselves with no value.

Yes it is a huge opportunity for a completely different sector to EV charging and diesel generator replacement or temporary power. Would love to know just the size of the market globally as it covers all shipping, marine, and locomotive which is currently a huge polluter and is desperate for change.

£1 today should be the case but as with anything AFC share price I doubt it. I don't disagree though that AFC are yet again looking to be very undervalued in comparison to the likes of other fuel cell companies. A £1bn MCap should not be far away. Maybe lacking the first major order to demonstrate an uptake but that would only propel them to multi billions not £1bn

Massive left field RNS. It was certainly on the cards to move to shipping and locomotive but this is much earlier than expected. The sector is massive and AFC have a clear advantage over PEM and SOFC through the use of low cost hydrogen rich ammonia which the alkaline fuel cell can handle and has already been proven.

Very smart collaboration as Ricardo are one of the top drive train design engineers globally

What will be the catalyst here to demonstrate value taking the SP to the next level ?

Oh yes Haggis, I agree. It was a funny RNS but my post was more to do with Hydrogen gaining more traction. This is great for AFC in a general sense. There are a number of fuelcell companies out there that seem to have rushed a product out there with no consideration for cost. I honestly think that AFC may be a little behind in respect of commercialisation due to the low cost objective. By maintaining this AFC will have a distinct advantage over fuelcell competitors.

Very excited about AFC but do like to see other companies moving the sector forward. I missed the rise in ITM as I see more value in AFC Energy. A decision I made 11 years ago ! but genuinely pleased to see ITM making progress even if their main shareholder has bought an electrolyser for themselves.

Also worth noting that ITM have today sold the world largest green hydrogen electrolyser of 24mW. Great for the hydrogen sector

There is a stockbox interview with Dynasty from late 2020 where they clearly state that they are or will be profitable in Q1 2021.

Thanks TheeDuke. I know you hold a few of these but I completely understand your comments and share your positivity. However frustrating the time has been for some stale bulls holding for years I am comfortable that BLU have chosen high growth sectors and now is the time to be investing as far as I am concerned. Appreciate there are people frustrated, completely understand.

Why is TP Group just stuck in this trading range ? As you say, this is a perfect opportunity to demonstrate on site O2 production using the TP equipment.

TP Group seem to have so much going for it but just don't seem to gain any traction. What is holding this back ? As this is right up my street.

Not sure why a 5% drop is deserved today. Its been a kick in the testicles the last few days across the portfolio.

Rosewall. you make the following statement

'it will take a long time before they perform, a long time'

I am going to have to disagree with you. I think their investment strategy identifies key sectors that are on the verge or already seeing significant growth. I don't think you can liken this to ITM as BLU have so much diversity and not targeting just the one market. I am comfortable that this year will see SP appreciation based upon the underlying investments and could out perform the market by a good margin.

Alternatively, the warrant holders may step in and exercise the 0.175p warrants. Better than a further placing and may have been the cause of some of the hold up in price movement. Just throwing this out there but perhaps a share holder with warrants is selling existing shares to fund the purchase of warrants to help the company and stop a placing. After all, selling shares at 0.2p and exercising warrants at 0.175p is clearly a good strategy and would propel the company in the short term and medium term. perhaps then the SP will start to reflect some value for current investments.

In respect of the annual report and receivables, I am not sure that BLU is the type of business that generates revenues as such they are more likely to have big pay days through capitalisation of investments. This year may see substantial rises in the value of some of the investments being in growth sectors they are in.

That does not stop them requiring capital to keep the lights on but I would rather see warrants exercised than a placing or sale of any of the existing investments at this point.

News did drop only last week. Nothing has changed apart from it being overbought and dropping from high to 50% fibonacci retracement. You only have to watch DPs proactive interview to see the pipeline in the next 12-18 months. If he delivers half the pipeline the current MCap looks pathetic.

Well, I have averaged up this morning.

Yep NRW are all over incineration. Fortunately EQT is much cleaner gasification.

Don't let it get you down aandi. Posting on LSE from certain individuals has no effect on the SP regardless of what they think they are doing. Stick to your research and remember that the pipeline of business here now far out weighs the MCap which is obsurd in this sector. The run from 0.5 to 3.2p was well over bought and now we are consolidating. Plenty of news to come this year which will only benefit the real investors in EQT. DP is doing an excellent job and has a significant number of strategic partnerships in valuable regions.

Best of luck and thanks for all your efforts.

Get the SP above 0.3p and it may entice the warrant holders to exercise. That would be hugely beneficial for BLU

Don't think there is much potential priced in here at all. BLU investment value covers MCap and no more. Not forgetting the results are now historical and in rapidly growing sectors.

Yes. Really like this. Very confident in the sectors making exponential returns. Huge growth potential in ESports and blockchain payment.

Not to miss the leaf mobile gaming and finger pay technology which are also gaining traction

Oh, and didn't pick up on the 'innocent passing remark' comment.

If you think that DPs reference to Hydrogen was innocent and just matter of fact then you may be the one with blinkers on. Many investors have raised this question regarding Hydrogen and this is a subtle way of letting the market know of what to expect further down the line if required.

I wouldn't mind betting that liquid bio fuels may also be on the agenda at some point. I am sure they are carrying out research at one of the universities.