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PHE a minnow by comparison, there's a lot of potential in that stock. Turning waste plastic into H. If their process works and is industry leading (yes that's a big if) they have the potential to mirror this stock, hopefully!
It's a punt, but at least it's a punt on green tech! Get to feel all virtuous and that.
My limited understanding is that companies can be traded on multiple exchanges without issue. It's just an exchange, a place to exchange shares. If the market makers operate on multiple exchanges they can switch the shares between them freely.
Same Richard Griffiths of IP group I wonder...? He's no idiot, that's for sure!
A little sad to see IP Group selling out. I've got a lot of time for them. They effectively saved the business (and therefore us) from bankruptcy 10 odd years ago.
I actually follow what & who they invest in, they have some interesting companies on the books.
Col.
Thanks, can see that now, found their EOY results. Was struggling on my phone!
See my error it's £10 million revenue. Very similar to ITM then in terms of valuation?
Am I working this out right, NEL currently have a market cap of £1.2billion on revenues of 100 million?
I'm also invested in GGP and the level of ****e on that board is quite something, hundreds of messages per day! I prefer a quieter more reasoned board!
We should be due EOY / HY results soon?
Col
It's all been a bit quiet on the news front, their website isn't even particularly up-to-date.
That said, I'm doing OK in this share, it's a long term hold from my POV. They're a long way from profit but that order book should start to turn in the coming months and years.
Matt.
I wonder if these type of trades come from platforms where users track a 'pro' portfolio or something? So you invest say £50 a month and then the platform auto buys the correct amount of shares as a %. So if the 'pro' has 1% in PHE then 1% of the punters portfolio is invested. If they're paying in £50 a month then that's 50p of shares to be purchased.
Platforms usually do all the trading on a set date too.
Dunno, just a thought.
Good job boys, this has been my strategy for some time also! I sold out of AFC some time ago and bought PHE, so far a good buy. There's also PPS too, they're worth a look.
Another I've just taken a stake in is IKA (Ilika), they're really interesting too, solid state batteries, ideal for medical (& other...) implants etc. Another 'punt' and wait stock.
DYOR
Colonel.
Don't disagree, not one I'd buy. However branding is what they're good at. Their stuff is desirable - it seems anyway - whether or not they'll ever turn a profit is anyone's guess.
and with enough backing from institutional investors anything is possible. Look at Amazon.
M
I've been here for over 10 years, through thick and thin, doubled my holding on the 'we might go under' RNS which took us all the way down to 1p!
I was kicking myself for not selling out before Covid, but I just couldn't do it. I've believed in this tech for so long now that cutting loose before we see a positive cash flow just seemed wrong.
Today, I still can't push that button. There's so much potential in this industry and we've barely got going.
GLA.
Not sure if this has been posted before but it's an interesting read.
https://life.spectator.co.uk/articles/the-green-boom-might-be-a-bubble/
ITM get a mention and I think the author makes good points.
Are we in a bubble? And are ITM the right horse? Who knows, just don't bet more than you can afford to lose!
GLA.
Nice wee mention today:
Another area where teenagers are becoming, rightly, more vocal is regarding the need to de-carbonise. For me, one of the solutions must be hydrogen. Again, we have two leading companies to support ITM Power and Ceres Power. ITM focus’s is to turn renewable energy, usually from wind or solar, into hydrogen which can be transported or partly used in our gas networks.
Ceres focuses on using its fuel cell technology to turn hydrogen into power. Though both companies are relatively small, they have been spotted on the global stage by the likes of Linde, Bosch, Weichai and Doosan who have bought large stakes.
I would love, for a change, that the British Government really got behind some home technology and pushed the above areas where we could genuinely become a world leader. If we develop thriving areas and jobs we may, once more, become the envy of the world.
Toneman: "I suspect the mass understanding of the need to produce hydrogen from wind will come when the green energy generating capacity regularly exceeds the typical electricity demand"
I think that mass understanding is already there? Do they not currently shut down farms when their generation capacity is not required? When demand is low? Through the night etc?
It's at these times the farms could be switched to generate Hydrogen.
I've also discussed this before with Bilbo, but I see smaller electrolysers being as likely as the 'substation' approach. Why not put the electrolysers on site with the turbines? They're in far away places, so inherently secure and won't be objected to by the public.
I'd never thought about it before, but like the article mentions, H pipelines are also significantly cheaper than running miles of copper.
Perhaps it will be a mixed picture. Some farms on grid, some off.
ColonelNivlag
https://www.moneyobserver.com/saltydog-when-to-step-back-markets-after-coronavirus-crash