Member Info for chilting

POO does look very good tonight caps a perfect day - CWR and ITX have been very good for me today. ENQ is next - three perfect RNS in a row !!!!

Yes agreed but it is far from clear where that will come from - it could be revenues but that is unlikely. Maybe Akzo Nobel or another customer will take a stake or maybe Woodford will provide. Just five major shareholders own 72.9% of the company with Woodford on 34.3% [November 2017]

Yes, agreed - this is a very long term hold.

Hello Matrix We could even see Grena making two visits to AK for a full load - this is the norm at the Alvheim oil field. It would make perfect sense to send larger loads to the US and Grena is much larger than most of the other fleet tankers.

No action so far but Grena Knutsen is the best and I think only candidate at the moment - I checked the list and she is part of the fleet pool that serves Enquest and other Teekay customers in the North Sea. There are lots of conventional tankers heading for Scapa Flo at the moment but only the Triathlon is heading for a ship to ship transfer so hopefully we may be looking for a mega load ???

To start with it will be good to get back into profit - hopefully in the next week or so. The dip after the February update was well overdone on very low volume. Now that ITX has proved itself we should see a steady increase in the SP providing revenue matches expectations and the cash doesn't run out - it could be a close run thing but the major shareholders are a very good insurance.

Looks like the shorts held the SP back a bit today - Euroclear showed 4.54% in April. I think there is plenty more upside to come !!!

CWR is generally a slow burner or it has been while I have invested here. The fuel cells can also be incorporated into domestic boilers for electric power generation fuelled by gas - another strong rumour is that CWR have a collaboration with Centrica British Gas that is well advanced.

The big rumour here and it is only a rumour but it is very creditable is that CWR may have a collaboration with Microsoft to supply fuel cells for their data centres. Power for the cells can be provided from Natural Gas or Hydrogen.

That would seem logical.

Lots of potential and ideas but no meaningful commercialisation - todays news changes all that.

Hello Dave Hopefully the SP should recover to around the 20p mark in the next few months - it was good to average down when the SP was 5.5p. For the future, there are lots of other Akzo Nobel products, including Dulux, that Itaconix could contibute thier technology to and maybe they could even take a stake in ITX to avert dillution. Todays news is a very big deal for ITX make no mistake and vindicates Woodford's statagy.

They are one of the largest chemical companies in the world manufacturing ingredients for most of the household names - oh and they also own the Dulux paint brand [Itaconix may contribute their technology here in the future]. The rise this morning was expected and with so few shares in circulation it was only a mater of time and good news.

Yes, a relatively good RNS from PMO but their production figures were a bit disappointing.

Yes, but it is the longer term benefits that are more exciting - CWR is one to hold for the long term.

The is a game changer - I never thought of a Chinese link and new capital. Excellent use of the technology on busses. http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/CWR/13642606.html

Finally some good news - all systems go again !!!! http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/ITX/13642613.html

I may reduce a bit - more likely after the September update. But like Krakenoil I think we have a lot more to come over the next few years but then there is POO !!!

Hello Whiteace You have been here long enough to realize that AB never spices anything up. But the May update will speak for itself - no hype needed.

Good to see 40p - next target has to be the 44p false dawn high on 15th January.