Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
I'm interested in buying more here. I like the tech but worried about how financially viable the company is. I'm also not convinced by the Microsoft collab. I work in IT and the announcement just reads like they're using the Azure platform like any other customer! Is that a collab?
I *think* when a takeover is on-going, the need to report trades is heightened, so potential buyers can see stake-building etc. Or something like that!
53, says at the end of the RNS.
H2 stocks are like giant boulders, poised at the hill top. They're teetering on the edge.... when they go, they'll be unstoppable, servicing the orders will be the issue.
The question, is how close to the edge is the boulder... I've been waiting since 2005... a little longer won't hurt.
The significance of real time ads being inserted in-content shouldn't be understated. I'm assuming during re-runs, & if Rightmove are still paying, then up-to-date info will be shown, not what was shown when aired? The on-going revenue potential is huge. RightMove stop paying... another estate agent takes up the slot / integration.
Classic movies could have up-to-date placements put in them or viral video clips getting content inserted in real time.
Got very high hopes for this co.
Col
yup, all those trackers!
Power house energy
I like Alan Green, seems a decent chap.
I've taken a small position here today. I'm aware of the upcoming funding issue, but believe there's lots of potential at this price. If I can free up more cash this week I will look to add more.
Col.
These boys are just down the road from me. Keep meaning to go and have a nosey. Wallyford industrial estate is not a big place, mainly small business units.
I see they signed agreements with ITM back in 2012!
Col
Additional ones on my watch list or in my portfolio:
H2: PPS, PHE, MCPHY
Solid State Battery: IKA
Flow Batteries: IES, BMN
Bio Fuel: VLS
Col
Thanks all, really useful breakdown on what the ETF is doing. Especially given a lot of us here already hold these same stocks and have done for some time.
Nice visuals, article is pretty negative though. Really looking forward to watching how this plays out. Personally, I still wouldn't consider a BEV, range anxiety and Mrs Colonel would not be a good mix! Not sure what would convince me!
Depends if they're selling or buying :)
Looking at the RNS, seems a few institutional investors have been doing deals. IP group & Griffiths selling a few % and Lombard Odier Asset Management increasing their % stake.
Not sure what you can take from it tbh, on balance, I'd say it was positive. A large asset management firm significantly increasing their stake.
Col
This would make sense. I tried to sell-out yesterday and couldn't get a price. Was going to move my investment elsewhere.
Slept on it and topped up instead this morning! Sometimes it just goes your way!
Ceres are also an IP company. Effectively anyone can license their tech and use it. Nothing to stop ITM using ceres IP in their electrolysers, a range of PEM electrolysers and SOFC, why not? Ceres won't have the expertise in building and deploying electrolysers, they'll leave that to companies that do.
Vadim is a big fan, he's mentioned them a few times now. Again, he was very positive today.
Bilbo, any thoughts on when to use a flow battery vs electrolysis and storage? As mentioned above, UPS makes sense (in the event of mains failure switching to H2 and FC wouldn't be fast enough, you'd need a battery to hold the load.
Normally, a diesel generator would then kick in at this point. This is where the H2 and FC comes in, replacing the diesel generator.
So for data centres, flow batteries combined with H2 makes a lot of sense.
For balancing, H2 makes far more sense to me, don't understand what installing Flow batteries would bring. I guess there's better efficiency, so perhaps short term, they make more sense?
@Seaangler - Despite me boring them with H2 tales over the Christmas dinner table, for the last 15 years, non of my family bought shares! I tried!
IES are a manufacturer of Vanadium flow batteries. An interesting storage technology that will no doubt be part of the future mix. ITM CEO said this also, in the EOY video call.
I'm not sure on when you would use a flow batter over H2 storage, or vice versa, but likely both will have a part to play. I suspect flow batteries are well suited to UPS style scenarios, e.g. protection against grid failure. They can also be used for grid balancing, but for me H2 wins out every time in this regard imo.
Flow batteries also need vanadium, which needs to be mined and thus will be susceptible to availability and price of the metal. I'm not convinced they're the end solution, but will be part of the journey.
Col