Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
Looking at the data and benefit hindsight it would appear hydrogen related shares were overpriced driven by excitement and greed over the potential of hydrogen. There can be no doubt that hydrogen industry has huge potential and growth ahead. A few hydrogen companies will succeed and many will fail. The game is as ever is to pick the winners and avoid the losers. I see Ceres as one of those potential winners, the technology is sound and the business model is robust. So whilst Ceres is a speculative buy I am happy to hold on the basis the opportunities outweigh the risks and the price volatility. Each investor has to decide their position on Ceres, good luck to everyone whatever you decide
Been in and out of CML shares since 2005, made some nice profits and horrible profits over that time. But the directors always seem to come out as the winners no matter what happens and now we have the unacceptable position that the chairman is also CFO.
https://www.ft.com/content/84be9279-f287-4e00-86b3-5bd264e52c79
https://www.fool.co.uk/investing/2021/07/13/what-are-the-best-renewable-energy-stocks-for-2021/
My opinion is that the share price will continue to drift lower. Future clients for RPA will be faced decision on who they select, looking at the poor R&D spend, falling market share and weak financial position it will find it difficult for BP to win substantial new business given the aggressive competition. They may secure a place in the RPA market but it will not be major player as imagined by some on here, therefore the current share price will drift lower. Good luck to those invested but just can't see a happy ending here.
The company did boost pure R&D expenditure by two-fifths in the first half against the same period last year, up to £9m, which represents 11 per cent of total revenues. At most leading software companies, that proportion usually sits at around 20 per cent. But including £5.2m that Blue Prism has classified as ‘direct employee cost of delivery’ in the cost of sales, the company’s R&D spend has moved to close to 18 per cent of revenues. Analysts at Berenberg are sceptical about the reclassification, noting the £5.2m was "for product spending related to on-going contractual commitments, making us question how much of previous R&D spending was truly additional product”.
Smoke and mirrors by the management
I believe the discount between BP and UP exists because investors have taken the view that BP is heading down a cul de sac driven by lack of R&D spend over many years. Regards the management, why aren't they buying at this price? For me it signal they have no confidence in future track of the share price. With a technology stock a success future is driven by R&D expenditure and historically BP spends more on entertainment than R&D. The future of the RPA market is certain, from the data I don't see how BP can be part of that future other than a small niche player struggling with poor R&D and limited cash.
For every pound BP spends on pure R&D, UP spends the dollar equivalent of £7. The management of BP are not buying shares, selling instead. UP has a significantly larger bank balance to grow and develop its product. So apart from the lack of R&D, poor management and limited cash resources BP is in a great place!!! There is only one way this going to end and it's not good for BP shareholders.
You want more detail?
Demand for graphite has also been growing at over 20% per year due to the proliferation of cell phones, cameras, lap tops, power tools and other hand-held devices. Graphite is the anode material in the battery and there are no substitutes at the present time. More recently, the growth in hybrid and all electric vehicles and grid storage have contributed to continued strong demand growth.
Lithium-ion battery demand already consumes 25% of graphite production from very little a few years ago and this market segment is still in its infancy. It is estimated that new manufacturing capacity will require annual flake graphite production to double over the next three years.
Graphite is not a homogenous commodity. It occurs in three forms, including flake, amorphous and vein/lump. Flake graphite commands the highest prices and has the widest range of end uses, including battery production.
Graphite is an essential but often unrecognized material for modern life, with broad industrial applications due to its unique properties. The include high electrical and thermal conductivity, low frictionality and light weight, properties that make it ideal for industrial applications.
Bloomberg predicts a 500% increase in global demand over the next 10 years.
Hope that helps pastabelly
Again you failed to address the points I raised, chat and accuse all you like but people are interested in profits not chats.
You failed to address the points I raised, I'm backing a share that has risen 40% your backing a share that has fallen 10% over the specified period. I would like your feedback on those facts.
This is an example
https://spectrum.ieee.org/energywise/energy/batteries-storage/could-storing-electricity-in-whitehot-blocks-give-supercheap-renewables-storage
Continue to buy and hold TGR shares, volatile price movements present an opportunity to buy. This should be regarded as a long term investment, the demand for graphite in several developing industrial sectors will increase dramatically in the years to come.
Thank you for your kinds words, however in my defence I did say "fill your boots" with TGRs shares. If you had done you would be making a 40% profit as I have done. Since my first comment regards BP the price has dropped 10%, I am sure people will be able to make their own minds based on those two facts.
That depends on the future financial performance of the company as to whether the current rating is reasonable or justifiable. It would appear at this precise time that investors do not have the confidence that future financial performance will be good, hence the current rating.
Ok to disagree, as I understand it BP has delayed or postponed any listing on US stock markets. I would imagine BP management have a reason for this, lack of demand from investors is probably the most logical explanation.