I've not posted for a few days. Simple reason, I've been sitting on my hands behind the sofa. ( did it as a kid when Dr.who was on...black and white TV made it more scary somehow). I've bought a few on the way down, purely to try and drop my average. Nothing has changed but the share price. Loads of opportunities, hopefully the city and other sinister gits have finished now, and we can move on. I think the future is very bright.
I think that Boris did a lot for us today. If you want green buses, batteries are unlikely to do it. Fuel cells probably can. I go back to one of the recent company presentations, and it was the first time I'd seen Rail and Maritime mentioned.
Does anyone have access to an up to date report of major shareholders? I'm not the best at researching, but I think that with (all approx), 20% Bosch, 20% Weichai, 14% IP Group, then Alan Aubrey, Richard Giffiths, Lombard Odier, Oceanwood Capital, I'm about up to 70% of shares tied up, by my dodgy figures. Therefore I'm thinking that the free float of tradeable shares is quite low.
Tricky one to answer on the basis that the industry is evolving at pace. In terms of fuel cells for heavy vehicles and data centres, I'd guess at Ballard, Wright Bus in Belfast use their cells I think. I'm not sure where Honda sit, albeit they are a partner, I can't figure whats happening there. Hydrogen producers could now be considered competitors I suppose, which brings in ITM, and TPG have announced a system for producing hydrogen from seawater. They may not be competitors, but complimentary. It seems to me that CWR are moving faster, cleverer, and with more partners than others that I can see