Member Info for Digitalis

Yep, one little FID (well ok, maybe not so little) and...

@surfie1961 - yes 3% down after a 1 day 40% rise and over 100% within the month, is reassuringly solid

Qube reported dilution effect on 15th April - Voleon is I reckon dilution and a small reduction - Helikon is evidence of life

I agree, interestingly I don't seem to have the functionality to with HL and I can't be bothered to ask them why not.

I think everyone had listened to @Bilbo and made sure they weren't using stop losses - they did try awfully hard to give it a shake but nothing fell out...reassuringly solid

Now, now, don't be silly

Cheers both @tennents and @Eastwood - that would normally be a good day's trading and in just 1 hour.

Looks like there has been a right tussle between the bulls and the bears

2 million traded in first 15 minutes, I don't have live numbers...

3.5% with near half a million volume in first 15 minutes on Tradegate - that's a 6p gap-up on open if it carries across

Reasons against any sort of pull-back are stacking up by the hour - the straits are still shut, threats abound, Iran refusing talks and EU worried about running out of jet fuel just in time for the summer holidays - and the solution is here...

Well that has just saved me £4.50 from buying the Sunday Times

@hairydavey

Fantastic isn't - along with a lot of others, I thought this had massive potential 4 years ago when I first invested, since then this has transformed. I remember posting about use cases for intermittency storage, grid balancing, raw iron production, cement and fertiliser and glass, synthetic fuel, heating and transport and the ridicule that followed at the time from those who are no longer here. But now it is all happening. I firmly believe that Bilbo will see widespread adoption of H2 FCEV/HICE for cars as well.

Every day the Strait stays restricted builds the business case, Europe has to re-industrialise, there is no choice any more and only H2 can support that.

This is nearly a Unicorn and I believe has the potential for a Decacorn.

@Rick123 no disagreement from me, one of the reasons I don't think the flagpole is finished yet, Monday is going to be interesting. I think I'd prefer an open inside the body and then a surge up rather than a straight gap-up - a lot of gaps already but it is possible.

Bound to get coverage in press over weekend, surely from Mr Cowie? So renewed interest on Monday plus defence funds now as well as green funds - I'm looking forward to Vamosbien's update at the end of the month on who has been buying. I think the day traders took profit at 140p so there's no real incentive for downward pressure Monday morning. All of that is without including the chance of another RNS as well...

BBC has the planning permission story for Uniper, yesterday.

https://www.bbc.co.uk/news/articles/c86edn8666po

A bit slow to the party but suggests to me the FID is not far away...

I don't think Helikon have closed anything yet, the drop to 2.63 is just the effect of the dilution with the additional 71million shares.

Obviously they may have started on Friday, we find out Monday evening.

Steady on Bilbo - are you suggesting that after it has tried everything else the UK Government will eventually do the right thing?

There's still 40+ hours of the weekend left - that's a very long time at the moment. But if the flow of oil is still impeded Monday morning, I can't see why this will drop when they've just announced a tie-up with plans for synth-fuel production - seems to make the case all the stronger to me.

@Momentum5 - I'm no expert, self-taught and trying to learn more myself. You are correct about the gap which will want to close after 135 falls (it didn't Friday) it looks pretty soft to 180p where there is weak resistance, with some soft spots at 240 and 260 but it is all pretty weak up to £3. Unsurprising really there was no support on the way down from the short attack back then and the shorts will have to close. The news on Friday has really changed the prospects for this.

The HMG stake had driven the price back to the resistance point and it was shaping for a small breakout to probably around 115 and would likely have wobbled around at that point between the resistance and the support. Rheinmetall news blew that out of the water. Monday will tell the tale, I don't think the flagpole has finished yet but that might be wishful thinking.

Sit back, relax and enjoy the ride - I say what I see but make no predictions. There will be some out there who think they know the market and will try to trade it out...not me. I just like to have a sense of what is happening as it helps with managing emotional reactions and not get carried away up or down.

@Ginandmilk

Understand the sentiment behind your query, it is only natural to seek validation for one's decisions. However, I don't think you can get a meaningful answer as every investor's circumstances are different.

Some will be day/short-term traders, they will want their 10-20% profit and be off moving on to the next.

Some will be playing short trades, they will want you to exit early so they can get out.

Some will be sufficiently solvent that they can hold this for a very long time and have high exit targets (me)

Some will want the cash for a specific purpose, the value they exit at will be unique to their needs (you)

My perspective for what it is worth - I originally thought £3.40 was a good entry point to buy into a green technology company supporting the production of green hydrogen for beneficial purposes. I saw a fair value of £5 at the time. Since then, this company was morphing into a gas company with hydropulse, that was a 2 to 3-fold increase in potential and now has just transformed into a defense industry stock with a whole of NATO prospect. If that emerges the potential value is at least 10 fold what I originally paid with the current geo-political uncertainty.

A technology order (Uniper or APAC) will drive an uptick

A gas order (hydropulse) will confirm the company type shift (from shovel to product) with recurring revenue another uptick

A NATO/Rheinmetall contract - will confirm the sector shift to defense.

My advice, fwiw, decide what value you need to achieve and stick to it and exit at that point, satisfied you have achieved your goal. Getting greedy risks losing your goal.