Member Info for Garonne

I signed up to the thesis that EZJ was a no brainer COVID recovery play for obvious reasons and it should've been but for some reason it's failed miserably to deliver on that logical expectation. I really think there's something fundamentally wrong here as the SP just refuses to ascend to a more reasonable valuation. A most depressing investment!

But it can't even stay above 70p on the back of today's positive development. Let's face it, it's taking too long to get this technology properly commercialised. I mean we've been hearing about the climate emergency for years and yet here's ITM with the tech available today to significantly decarbonise electricity generation and it's struggling to attract enough business to become profitable. And with Miliband obsessed with Net Zero to the nth degree, I just don't understand why ITM isn't already winning numerous commercially viable contracts in the UK alone to supply green hydrogen in the fight against climate change.

Looking over at Tradegate it doesn't look like this morning's RNS is going to move the market much. I think we'll need to know more about which companies have agreed to access green hydrogen produced energy from this new entity and what ITM's profit margins are going to be, for that to happen. All going in the right direction though.

A disappointment share to hold. I thought if airlines charge more for tickets that's a good thing. More profit? Why then does the SP go down on that news!? I'm beginning to think it's not going to be possible to make any decent money on EZJ, the market will just not play ball.

CPI is inflation! Consumer price index!

Unfortunately, a combination of Rachel Reeves' inflation (although caused by increased air fares so partly good!) and the Leftwing press trying to discredit Trump's peace efforts, will no doubt lead to a fall back today. Frustrating but hopefully short lived. 🤞

disappointing sp action over the last couple of days just when it was trying to get above £6! maybe the prospect of peace in ukraine is affecting defence related companies as i see rr, bab**** and bae systems all down. not that i'm complaining about that as we all want the senseless killing to stop. and anyway mro do most of their business with civil aviation so hopefully the pull back will be short lived. 🤞

Good point, clued but I hope they don't succeed in dragging it back to the 50s as that would cause a lot of holders to become disillusioned and dump. Let's hope we get a more realistic price forecasts in the days and weeks ahead and don't forget Berenberg recently rated this at 100p and that was before the improved EOY results. I guess getting to the promised land is never easy though!

It's just a pity that genuine investors have to have their investment here interfered with by the shorters aided and abetted by Goldman Sachs. I guess all they're interested in is making money and care less about the transformational impact ITM will have on reducing carbon emissions of the future. Spicy is so obviously working for the shorts but the frequency of his posts suggest that they are increasingly concerned that they might not succeed in getting the price back down to a level where they can offload in profit. Goldman's crude attempt this morning isn't working either! One good RNS and their game is up! 🤞

Don't worry, they attacked VOD a couple of weeks ago citing a "sell" and 75p target. It's gone up since then and is now @ 87p! GS have an agenda. Their ridiculous price target and sell recommendation is best ignored. This will go up from here!

Https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://oilprice.com/Alternative-Energy/Fuel-Cells/Hydrogens-Hype-Is-Dead-And-Thats-Good-News.html&ved=2ahUKEwjc3r-HrJWPAxXIVaQEHQ0wMyMQFnoECBsQAQ&usg=AOvVaw3zWDJcFWiT_EXSKkyL04Rx

If positive then above £14! Maybe hit £15 later in the session. If negative then £13.50 open. Just wild guesses though.

Europe has no cards as Trump would say and I suspect their electorates would want to see an end to this mess whether that involves giving up all of Donbas or not. What is it to them? I think it's nauseating watching Starmer and Macron strutting about on the world stage pontificating about standing up for Ukraine when they can't even protect their own countries from being invaded by illegal immigrants. And of course both are highly unpopular with said electorates. A deal will come, there's no other option.

Must be good.

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.newsbreak.com/the-independent-517119/4180731272957-major-uk-airliner-wants-to-hire-1-000-new-cabin-crew-members&ved=2ahUKEwjYh5Dnn5SPAxXoVqQEHVnUGNsQFnoECBwQAQ&usg=AOvVaw2Hf1f7gyovBHB2-RRDKyZ8

It's all very well commentators suggesting the war should go on and on until Russia capitulates either through further sanctions and or more military support for Ukraine but that's fantasy land. Short of direct NATO involvement there's no way back militarily for Ukraine in my view. A compromise will be made and a deal done.

Surprised at the lack of broker comment following the recent better than expected half year results. This must be due a few upgrades. Maybe that's what the market is waiting for before moving it up. It's a little frustrating watching this struggle to get over the £6 barrier.

This guy, Guy Hachey sounds like a good addition to the Board. He's certainly well connected within the industry which should augur well for future business. It's time for this to move up above £6!

Renewed focus on rising summer temperatures and wildfires in Europe, climate change is back in the headlines so decarbonising energy will continue to be extremely relevant. For me, hydrogen is going to be a key element of this as unlike nuclear it is completely safe and non polluting with no harmful waste products. Surely a no brainer for future clean reliable energy. Obviously, John Wilson thinks so with his large holding of AFC Energy shares and adding more regularly!

Added a few on anticipation of some positive news on Ukraine this week. Let's hope the killing stops even if it means Ukraine ceding more territory. They'll still have 80% of their pre war boundaries, a lot better than was initially feared back in February 2022 and with a security guarantee from the US. Whilst not ideal it's not too terrible all things considered and better than losing more ground and lives if the war were to continue.

Unfortunately, today's announcement is not very inspiring. I'd like to see Dennis and others sink a significant amount into buying shares. The Directors have been doing this over at AFC so why not here?