RE: Luke Johnson @Luke_H2Green · Oct 14 Replying to @Luke_H2Green @DickWinchester and @KennyMacAski15 Nov 2021 19:17
Draft - thanks for that link, really interesting insight. I bought in here about 6 months ago, predominantly for the H2 play, as I know about developments in the sector. My faith wavered a bit when the SP dropped into the teens but this has reaffirmed it. There is lots going on with this company, and plenty of H2 developments behind the scenes. Interesting that Copus mentioned about potential strategic investors from their clients in the geo space...........I hadn't considered this but it makes perfect sense given oil companies are looking to transition to energy companies. And both Shell and BP are looking at getting involved in hydrogen. I'll be looking at adding more here. MCAP of £23m, tiny. I sold out of VLS on Friday, making a nice gain..............i'll be back there but feel it will drop back a bit in the coming months