Member Info for Cacher

Decent update, and particularly liked FY22 expected to be materially ahead of expectations.

Agree that the PR is rather lacking. The company undoubtedly has a bright future if hydrogen is widely adopted as part of the energy transition. The UK government is due to release it's hydrogen strategy soon (I believe this month), so maybe that'll be the catalyst for some PR/news on contracts and collaborations

https://www.h2-view.com/story/the-netherlands-shell-hydrogen-station-to-be-operational-next-year/

This will be backstopped by the brokers who are EIS eligible. They'll be able to claim 30% back on their investment...which means the real raise price for them will be 30% less than the advertised 2p placing price. I'm sure they'll happily flip those to punters in coming weeks...

A quick glance at the eSmart Networks LinkedIn page and it's easy to see they're rapidly expanding. Lots of new job roles being filled. Will be interesting to see how the order book is looking...

XD here is 29/07

https://www.bbc.com/news/uk-57407233

A key U.K. energy hub could become a major hydrogen producer in the coming decades, potentially supplying London and helping the nation meet its clean-energy targets, according to a report from the country’s oil and gas regulator.

https://www.bloomberg.com/news/articles/2021-06-08/u-k-sees-big-future-in-hydrogen-for-england-s-key-gas-hub

They're pretty active on LinkedIn. A good account to follow, and it's clear from their posts that the hydrogen angle is quickly building

There's the buyer. Another fund manager taking a 5% stake

Great to see this back over 200p. A few chunky buys in recent trading sessions..

In the post linked below, Daimler promote the 1200km hydrogen corridor across Europe being developed by Shell - presumably using CSC and PRES as part of the supply chain.
The growth in this area over the coming decade or two could be mindboggling...

https://www.linkedin.com/posts/daimlertrucksbuses_hydrogen-activity-6802848267483811840-FOWz

Decent enough analysis, though I tend to agree with Flyover on this one. As much as I'd love to buy more at sub £13, at some point SSE is going to get recognition for the wholesale (green future) changes they've made. This will be a steady beneficiary of the energy transition. Scaling in often makes sense in situations like this.

Surprised by the lack of interest. It'll come though, and it'll be much higher by then

To emulate the success of Sandstorm would be a great achievement. Sandstorm really has top drawer management. I'm a holder, and I know you are too MS.

They referred to the business performing in-line with their base case expectations in the most recent update. Well, looking at the various scenarios laid out at the time of the placing last year, the base case recovery scenario sees the dividend reinstated in next week's results. Here's the text:
1. Base case: (i) Group activity gradually improves from current depressed levels to c.80% of pre COVID-19 level from September 2020 onwards; (ii) Job Retention Scheme utilised until end of June; iii) Group loss making in H2 2020 (driven by Tamdown and eSmart Networks) but return to profitability in FY21 as the first year of recovery; iv) Head office completed in Q1 2021; and v) dividends to resume with the FY21 interim payment in July 2021 (the "Base Case").

Hey Albus. Yes, good to see the royalty space getting more attention over here.
I hold Trident - they've got some interesting assets, not least Thacker Pass. Quite a lot of that future potential is built into the valuation already though. They really need to pick up more cashflowing royalties. APF on the other hand has that good level of cashflow - expected to grow with VB.

Koolyanobbing - disappointing again. Would be good to get some clarity from the company as to Min Res intentions for the Deception Pit. Has it almost depleted or will this lower prodiction profile be the norm going forward?
Mimbula - minimum payments kicking in. Gives good visibility on this one - though I'd like to see Moxico exceeding this (esp in this copper environment).
Healthy pipeline and cash balance. As stated before, we really need additional revenue lines asap.

Yes I agree, and I'm particularly interested in graphene. Will be interesting to see what comes next. Could do with some news to give the share price a bit of a lift

I'd like to see some nickel. I'd also like to see some more near term/producing copper, as I really don't think you can go wrong with copper as an investment choice