Member Info for f15jcm

I'm jumped onboard. By my reckoning, TPG is now the only company on the LSE making both Hydrogen and profit? Difference in mcap compared to peers is stark. I fear for ITM holders, today's announcement shows that you don't need to burn through massive piles of cash to make Hydrogen. What is their USP?

Given how GAN shares have performed, I hoping the entry into the US market might attract some attention. Bought a small tranche at the open. I do have concerns about debt.

There's more than one L&G entity selling. Confusing. https://www.lse.co.uk/rns/TPG/holdings-in-company-xppf97ceph4xtp5.html

Unfortunately not. Was going to subscribe to the PrimaryBid offer but you're not able to use funds available in your SIPP. Shame, £90m from the CEO was always going to be well received.

Oh, hi. We spoke on twitter about IWG last night :)

There is a lot to like here (technology sectors in which they operate) but an equal amount not to like (lack of insider buying and umpteen mentions of 'adjusted operating profit' in the results). Could drift forever. New management required?

I think £20 is realistic, especially at a time when dividends are scarcer than rocking horse manure. Might also be helped by IG's platform having gone down a few times of late. They've always been seen as the industry leader, particularly by investors.

I always felt this business would have defensive qualities. I do hope that it is borne out.

The previous repeat business is indeed encouraging. One would hope any new clients 'forced' towards KP Fertil would be retained.

Fair and balanced commentary, BBN. Glad to see some of the sales team have been given the boot, they were clearly terrible.

Weakness in the Real cuts both ways, it buys less GBP/AUD

One of the better updates I've read recently. Might travel insurance claims bite them on the bum?

The share price certainly offers a suggestion...

How are these billed? Annually or by flying hours? Annual contracts would benefit from groundings due to less work required. By flying hours, the opposite is obviously true.

Disagree with that. I think the HMG would save the company just not the equity. HMG hold a 'golden share' which gives them a veto on any takeover. Same story at BAE. The defence division is of critical national importance.

The government saving the company doesn't necessarily equate to saving its shareholders unfortunately.

I don't get this valuation. Seems nuts. Got to be the best income share going.

Talk about blood on the streets, it looks a remake of the Chainsaw Massacre here. I don't think any recovery is going to be quick. Probably wise to focus on their defence and energy divisions as aviation is going to be in a dark place for the foreseeable. At least engines aren't going to be wearing out too quickly with all the planes on the ground. Rights issue not out of the question IMO. Also haunted by rumours of a Muddy Waters bear raid. Carson would hardly be short of material...

1T is $60. 50kg sacks? Presumably you are taking the ****. It's a mine, not a B&Q garden centre.

In the same boat ScottyC88 but your post had me in tears of laughter!

Agree Pearls, it's absolutely shocking, even to be found on the FTSE100 (NMC). All you can do is limit your exposure to individual stocks. People need to do serious jail time as a deterrent.

It has only just been changed