Member Info for chilting

Just one short in play over 0.5% - Qube Research & Technologies on 0.71%

Maybe they are closing today?

Their position seems ill-conceived, but I notice they also have a position in EasyJet, so they must be heading for some losses.

Yes, a significant profit is likely next year, especially with this news -

" Current SOFC manufacturing scale-ups progressing: Both Bosch and Doosan continue to implement their initial volume manufacturing capabilities, Doosan confirms mass manufacturing to start in 2025"

And with the Delta deal showing revenue and initial production expected later in 2026, the future is looking bright.

Potential now being realised at long last.

Future goals haven't been priced in - the market is simply valuing TRX on results.

The results have been good but not outstanding, therefore, there has been little to push the SP up or down.

Looking at the AIM All Share Index the SP has more or less followed that for the past year.

This is still a good investment and will eventually give a decent capital gain, but its more likely that it will do so as a takeover target.

Hopefully todays rise and the departure of the shorts signals a change in sentiment and fortunes here.

By my reckoning we should be on the rise to around 3200p for fair value, then we will see where we go from there with the October update,

Clearly the English Wine trade is changing as it becomes more mainstream and output increases - many producers are planting new vineyards.

In the longer term having more stock to sell, admittedly at lower margins, is good news but in the short term it all has to be processed, stored and sold.

My feeling is that now is the time to sell Chapel Down to a larger international player in the drinks industry, this is probably the only way to unlock the full value here and the best outcome for shareholders.

You could be tempting fate Valueplay.

You know more than anyone how quickly the SP can change here - especially if there is some actual new news to excite investors this Autumn.

This looks like a change in strategy - i.e. talking about Ocado's achievements - excellent.

Nothing wrong with talking up the SP and putting the shorts under pressure - bring it on!!!

Unilever's SP has responded well to an increase in margins - it looks like improving margins in the sector is the priority now prices are stabilising and the effect of Covid recedes.

I guess Itaconix becomes a much more likely takeover target if their margins match the big boys.

Itaconix had Gross Margins at 38% compared to Unilever at 45.7% - a very respectable comparison I think.

Time to go long now Valueplay - positives now out way the negatives.

The Kroger upgrade now gives shareholders the long term assurance that Ocado's business plan is sound and that the business will eventually be profitable.

Note, that the RNS also talks about future CFC's for Kroger.

Sometimes with all the negatives and banter the actual hard facts get lost and this has happened with nitrogen.

The hard fact is that with so many countries increasing wind power capacity and cutting back on fossil fuels, heavy industry is going to need a way of using the wind power to power heavy industry and the best way of doing that is hydrogen production.

China dominates when it comes to wind power then comes the US, Germany and the UK with Brazil and India not far behind - this has to be good news for Ceres and a reason to buy and hold the stock.

I am defiantly not a fan of public ownership but Great British Energy might be an exception.

We desperately need to fire up green energy and allied with planning reform to speed up electricity infrastructure provision, it seems that Government is at last starting to take its emission reductions targets seriously.

This could be good news for Ceres especially if hydrogen production is needed to store green energy or power heavy industry.

I guess the nature of the business does put a bit of a brake on growth, particularly with regard to trained staff - everything they do has to be very precise, there is no room for error or their reputation is shot and patients might get serious infections.

In the long term yes to the NASDAQ but the business needs to have shown profitability and sentiment on the UK market also needs to be high - in other words in needs to be riding a wave when it gets onto the NASDAQ.

The wilderness years for OCDO are coming to an end - the positives are starting to appear and the growth business will become a growth business once more - sentiment will change for the better and the SP will recover from being dramatically oversold to massively outperforming the market.

Now is the time to buy!!!

At last some good news - another fulfilment centre for AEON in Tokyo, the largest City in the world.

What goes around, comes around in these "wilderness years" for OCDO - we have certainly seen it all before with the shorts and heard it!

Eventually things will turn for the good - just hold your nerve - realistically not everything in a portfolio is a great investment - just make sure that the risk is spread and you are not forced to sell.

On the face of it a Labour win is generally bad news but in this case we should see more investment in green energy that will hopefully benefit Ceres.

Labour will go hard on the North Sea Oil & Gas industry but they will have to appease the Unions. This will turn into another incentive for them to boost Wind Power and the renewables sector in NE Scotland - jobs can be transferred from carbon to green.

This looks like an invitation for bids to buy the company and maybe todays rise in the SP confirms this.

With high capital expenditure needed it would make sense to sell the company at this point to one of the big players in the beverages industry.

Its probably a better and easier way to grow the company - the same management team would simply continue to develop the business.