Member Info for chilting

https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/images-jpg-png/news-and-insights/press-releases/blue-hydrogen-infographic.png

Slift
All companies should be looking for additional business opportunities - North Sea Oil companies have one that won't just improve their finances but will also make them attractive to investors again as facilitators to cutting emissions in a cost effective way as early as 2030.

I have absolutely nothing against Enquest - I greatly respect the company, especially AB.

Over the years investing, I have come to realise that successfully choosing who you invest with often has nothing to do with the finances and everything to do with sentiment and potential - both have to be favourable for the investment to be successful.

So, although Enquest has the potential to do well, sentiment is against it, as it is with all oil companies. Hence why, I consider that the company needs to diversify in some way into renewables. Not because of my personal preferences, simply for the company to become a popular investment again.

I have consistently lost money investing in Enquest for the last 5 years, mainly by just holding and not trading the dips. Compare that, to my investment in tech company CWR, who have adapted their technology for Hydrogen and are just starting to become commercial, not profitable yet, but who are up 780% in the less than four years I have invested.

So, to sum up, I would say, its just as important to invest in an on trend company - a horrible thing to say - as it is in a well run company with sound finances, and often more so. As for moving to the dark side, its not me that's moved, investors in general - big and small, especially big - have turned oil into the new tobacco. I just follow the trends when it comes to investment strategy.

That's very true oxygen - but it doesn't stop the media demonising carbon fuels and with the climate change summit in September the chatter will only increase.

No point earning it, if you don't use it - perhaps he brought himself a big house.

Simple facts - not shorting - never do.
Oil only companies face a mountain of negative publicity on all sides - oil is the new tobacco.

Longleat would be better - hide them in with the Lions and the Crocs to add a bit of spice.

Greed is the only thing that will attract investors back into oil - including me - Brent needs to well fly beyond $70 to open the flood gates. Other than that the case to invest in oil doesn't stack up.

However, with oil companies being so under valued compared to the rest of the market, if it does happen the rebound could be rather dramatic.

But if Brent just plods along at these levels, although its good news for oil companies, I don't see oil share prices doing much - even the majors are subdued.

I actually purchased extra shares so that I could top slice without cutting into my core holding. My intention being just to leave just profit. This I achieved this morning, much quicker than I expected, and I only needed to sell 20% of my holding to achieve it.

How about a Colin the Caterpillar Theme Park.

I notice that my top slice trade for 167,088 shares at 8.16 this morning has only just been recorded.

It does seem like the shares sold are been snapped up very quickly - very encouraging.

Yes, I too have Neil Woodford to thank for leading me here - all the damage he did to my pension pot has been repaired many times over.
I have just top sliced all the funding for my total investment here and have just left the profit for a very long term hold with the option of top slicing as and when.

With all these applications, there would be no way that Itaconix could manufacture all the product needed to satisfy demand themselves.
So, I wonder if we will see some licencing deals in the years ahead - that would be a massive game changer.

As Zoom roles out, it will be in completion with lots of small players who would seem to be operating their businesses with very tight margins.
I would question if their business model is sustainable and why they actually need to offer a 10 minute lead time - Zoom's promise of 30 minutes seems quite adequate.

https://www.bbc.co.uk/news/business-56720044

Announcement of Full Year Results next Tuesday - 27th April.

spindok
ITX still has a long way to go - still a strong buy for a long term hold.
Also hydrogen shares will have a lot of hot air sentiment under them from the likes of Biden and Johnson - sure to go overbought in the coming months leading up to Glasgow in September.

Today has given us an excellent illustration of what happens when the climate change issue is centre stage.

With lots more to come culminating in the Glasgow Conference in September, I think that we are going to see an explosion of sentiment over the coming months, that will propel the SP ever higher.

It certainly looks like US investors have found ITXXF:US

That should bode well for Ceres partnership with Bosch - who knows that could be the best news of the year.

Surging on excellent volume - after a period of consolidation we could see another step up towards the year highs again soon.

Climate change is also big news today on Earth Day marked by Biden's summit today with 40 other world leaders.