Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi Sturmtrupper,
First of all, thank you for reading my post. I do have a little knowledge of hydrogen from my day job in the renewable gas sector. Hopefully, the below is insightful but it does mainly relate to the hydrogen sector in general. It should feed into the hydrogen section of AFC's business.
In truth, I'd rather be investing in the ammonia part of the business than anything involving hydrogen as it stands.
The bad:
- Uncertainty on the role of hydrogen in the future of energy. HM Government has been dissuaded from utilising hydrogen for heating homes. (Hydrogen Strategy Delivery Update - see page 33 https://assets.publishing.service.gov.uk/media/65841578ed3c3400133bfcf7/hydrogen-strategy-update-to-market-december-2023.pdf)
- Have a look at projects undertaken by the GDNs (Gas Distribution Networks) such as HyNet and H100 Fife. These projects are less like case studies (as the engineers know how to make hydrogen work for heating homes) and is more of an assessment of how users will receive hydrogen heating. (BBC news piece: https://www.bbc.co.uk/news/science-environment-64028510)
- Electrolyser efficiency is around 83%. To make electrolysis economically viable it needs to be at least 95% efficient due to the running costs of electricity. Ideally, hydrogen would be produced with a renewable or zero-carbon energy source such as wind or nuclear fusion.
The good:
- Hydrogen, when utilised for energy, will only produce water and so contributes to HM Government's strategy of net zero carbon emissions by 2050.
- If hydrogen isn't utilised for heating homes there can be more focused R&D towards other use cases such as transportation.
- Ethics, a hydrogen-powered vehicle utilises fewer rare earth minerals (compared to an EV) and would put less reliance on countries that control these rare earth minerals; some of which are geopolitical adversaries or are unstable regions (however, there isn't much we do today which doesn't involve exploiting an unstable region or compromising with a geopolitical adversary).
PS: this was written on a Sunday night while somewhat sleepy so excuse if I've ranted or need to expand. Feel free to ask away.
Feel free to chip in constructively here; this is my own very basic opinion.
I follow KISS (Keep It Simple Stupid) approach when looking at shares.
The bad:
Negative P/E Ratio of -8.6, indicating the company is bleeding funds. Stock price down 6.7% over the last 12 month period. Generally more sold shares than bought shares (2.3 sold to 1.1 bought) so, currently a somewhat fearful sentiment from investors.
The good:
Large political sentiment towards pushing renewable energy sources. Especially amongst the most frequent polluters, maritime engines (think global supply chain, boats/ships always moving). AFC is in line to receive some government funding, after pushing for this via a consortium led by AFC, toward decarbonising maritime fuel sources (indicates government sentiment that this is value for the taxpayer). HM Government will generally invest money where they feel there is room to grow and to add to the UK economy; otherwise they'd not bother.
Opinion is a weak buy.
The government funding towards ammonia fuel is good with the general sentiment of renewable energy and decarbonisation. However, ammonia is not widely used as a fuel source and diesel remains the fuel of choice for boats/ships around the world. Ammonia, for those of you who don't know, is a really dangerous chemical in high concentrations. It will cause burns and irritation to the skin as well as affect the respiratory system. Safety and a low/no accident rate is crucial for this to be a success.
Okay bring in nuclear fusion but you still need to upgrade the infrastructure to be able to take the extra electricity. It's not as simple as ramp up the volts and amps.
LMAO this is gold content right here. All the ****storm caused on a thread talking about a £50 profit. hahahahaha
Aaron, did the same with Rio Tinto but on a larger scale. £4k with 85 shares and sold 85 shares at £5.3k.
I've actually never seen Wall Street (1987) but after you called me Gordon Gekko I think I'll have to haha ????
Bought 1000 shares at 20p; sold 500 shares at 31p.
Not much but £50 is £50.
I bought in at 1460p then it dropped again but caught support at 1405p and today is hitting 1480p.
Historically anything sub 1500p is a bargain for long term holders. Dividend isn't bad at 5-6%.
Goldman Sachs announced target of 2048p as a buy and even it it only hits 80% of that it will be around 1640p.
In my opinion definitely a long term strategy to get most value out of this one with its dividends, but that's okay because I'm 23 and can afford time.
I bought the rumour, maybe time to sell the news
Thought I saw some buying pressure today. Maybe the start of a steady pump?
Can only hope ????
Yeah Spirent is one I have as well, good one to have.
Probably buy more Vodafone shares when it drops below £1
I'm just holding my Vodafone shares. Although if they do drop below the £1 mark then I may do an impulse bulk buy.
Pays a dividend at least and I've not dug a big hole. Ride the waves so to speak.
Just gonna ride this one out, good dividend share and this potential Elliott crowd wanting a slice of the cake.
Waiting for calmer waters before buying more.
I'm optimistic about it, I'm buying in bit by bit. Playing the long game. Take over might be welcome for share price.
I've also been buying Spirent as another communications (5G Play) investment, that one seems on the up.
Take over?
Who do you feel is potentially eyeing Vodafone up?