Member Info for chilting

Ocado Retail now has a new CEO as off 20th September, Hannah Gibson.
She was Chief Product Officer for Ocado Technology - maybe Niall McBride simply didn't want to work with her or maybe she didn't want him.
I think that's much more likely than your "abandon ship" theory Valueplay.

Another 3 months with this Government and you will be able to add Sydney and Tokyo to your list Pokerchips and by this time next year Stanley and Bora Bora.

Yes, hopefully we have taken the medicine now and will see an improving SP in the coming months.

Lots more positives than negatives at this level, I think.

No need to over analyse - simple fact is that a falling pound and ever-increasing interest rates with high inflation create a very toxic economy and are defiantly bad news for investors.
The new Chancellors policies seem to be fuelling the economic problems, rather than sorting them out.

I am not saying that his ideas are wrong - we all want lower taxes and higher growth - but he should have waited until inflation was under control and interest rates had stabilised.

The problem is that the Bank of England may feel compelled to protect the pound and will continue to raise interest rates even if inflation moderates.

That would mean that the policies of the Treasury and Bank are opposed to one another and cancel out any positive growth effects, meaning that tax revenues would suffer, and Government debt would move even higher.

Hopefully Eqtec's pending agreement with Toyota will give the final push for all parties to sign the deal and then move swiftly to the construction phase.

SP is just following Brent as it always does - all very predictable.
Just compare the last six months charts for ENQ and BP - virtually identical movements in the SP's

Yes, hopefully this extremely frustrating period is coming to an end and the cash will start to roll in to reward this explosive growth and then hopefully the cash flow will even out.
Especially if DP executes his core strategy - I quote -

" We are also happy to formally focus EQTEC's role on our core capabilities of technology development and engineering, with a degree of broader project development as required to support the Project. Not only does this release us from capital investment commitments that come with sustained SPV ownership, but it accelerates progress with our business strategy, toward becoming exclusively a technology innovator and licensor."

Yes, and this budget has made that situation even worst Sclum.
Unless wealth is shared it cannot be generated and that's bad for retail.

The Government's economic policies will force the pound lower - as we have already seen - force the BOE to raise interest rates higher than they planned and fuel inflation.
Just the bloody opposite to what we need right now - presumably the Chancellor will blame the BOE.

Yes, you turned that around on me very well Valueplay.

The irony is though, that Ocado Retail customers get a fabulous deal from this budget and the Aldi customers - the ones that need it - just get pennies.

The budget seems to have gone down like a lead balloon despite all the tax giveaways.

The whole package seems sort of surreal to me and lacking in any financial competence - despite the fact that I am a tory voter.

It seems that the BOE will be pulling one way with higher interest rates and the Government will be in cloud cuckoo land.

Cloud cuckoo land - a state of absurdly over-optimistic fantasy.

The budget seems to have gone down like a lead balloon despite all the tax giveaways.

The whole package seems sort of surreal to me and lacking in any financial competence - despite the fact that I am a tory voter.

It seems that the BOE will be pulling one way with higher interest rates and the Government will be in cloud cuckoo land.

Cloud cuckoo land - a state of absurdly over-optimistic fantasy.

The budget seems to have gone down like a lead balloon despite all the tax giveaways.

The whole package seems sort of surreal to me and lacking in any financial competence - despite the fact that I am a tory voter.

It seems that the BOE will be pulling one way with higher interest rates and the Government will be in cloud cuckoo land.

Cloud cuckoo land - a state of absurdly over-optimistic fantasy.

Trying to analyse media and broker ratings is often mystifying and usually a waste of effort - as indicated by todays broker ratings -

Credit Suisse raises Ceres Power price target to 1,250 (1,150) pence - 'outperform'
Goldman Sachs cuts Ceres Power price target to 670 (700) pence - 'buy'
Credit Suisse cuts ITM Power price target to 70 (230) pence - 'underperform'

Valuing new tech is always going to be problematic, so the company's valuation is speculative and will vary for multiple reasons.

To be brutally honest, investors who overinvest in AIM stocks only have themselves to blame when things go wrong.
It's very likely that poor AIM investment decisions will heavily outweigh the successful ones, especially for those who lack patience.

Clearly cash is tight, but the July fund raise was successful, so I think we can have some confidence that Eqtec will pull through, however another dilution could be necessary.

EQT is in the worst place possible as far as the market is concerned with the current toxic macro - small tech growth company, cash hungry, full pipeline still to yield - it's hardly surprising that investors big and small are bailing out.

I guess most investors are heavily down at the moment, like me, but I still don't see this as a sell - sure it's very high risk, but it always was, as with most AIM companies.

Also, I don't blame DP - his brief, set by investors, is to grow the company - it's just that Covid and now an economic downturn has got in the way.

Ceres is certainly a peach ripe for takeover but as Hardboy says the structure of share ownership with Bosch and Weichei being major shareholders, effectively cancels out that option.

Also, remember that Weichei is virtually a Chinese state-owned company and Bosch have a massive amount of assets in China, if Bosch made a move that Weichei found to be against their interests, they could be in very hot water.

No surprise that this toxic bear market has taken the SP down this morning.
Although it's difficult to be sure that the market in general won't continue to fall, there is certainly a case for saying that CWR is oversold now and is a very solid long term buy.

At some stage investors will see through to an economic recovery and at that point shares will rise sharply.
I think that it will be tech shares that lead the way when the recovery comes, especially those connected to energy provision.
Sentiment could change very quickly.

The Chinese JV is delayed slightly with signing expected Q4 2022 and revenue in 2023 - this will be followed by move to main market.
Revenues and GP down from local production - this is always variable.
Overall OK but obviously hit by economic downturn.

From AB
"We are also committed to supporting the UK's twin objectives of delivering energy security and decarbonisation. Through our Infrastructure and New Energy business, we intend to repurpose and utilise existing assets to progress new energy and decarbonisation opportunities, including carbon capture and storage, electrification, and the production of green hydrogen."

No reason why AK couldn't be powered by green hydrogen with fairly minimal capital spend - if it can be converted to burn gas it can be converted to burn hydrogen.