Member Info for Garonne

Dropping back! The Yank affect, which is nowadays nearly always negative. Hopefully it can regain its momentum!

With a current P/E ratio of just under 7 compared to RRs just under 29, one wonders where's the logic? Not that long ago they both had similar P/E ratios but then one powered ahead and the other, not so much! One day markets will finally accept that IAG is a well run profitable business with a strong future unlike what we're getting now, which is continued denial of the afore mentioned.

Some of Ade's posts are comedy gold, like the one just now suggesting his posts were always welcomed on the AFC board! He doesn't do modesty but again I think his posts are designed to get a reaction good or bad. Not sure if he really believes everything he posts but I hope he genuinely is here to support and not deride ITM!

Caused the sudden drop?

I just hope Dennis can make the most of the current momentum i.e. by being able to issue some further good news to build from here. The shorters are no doubt working to stifle any further rise hence being stuck circa 50p. My worry is that without further news they'll succeed in dragging the SP back down. Maybe we'll get something tomorrow. 🤞

Unfortunately, not! Think we need more news to get this to head north rapido!

So we made it to 49p where I've just entered profit. 😁 Let's hope this baby keeps on going. It's certainly gathering momentum so with a fair wind and a perfectly timed RNS we could be heading back to pound territory. I must say the JCB link up is fascinating. Keeping ICEs but running them on green hydrogen makes complete sense. Not a critical mineral or metal in sight!

Hopefully we'll get to that today. Early signs are good.

Surging on Tradegate. Up almost 10%! Leaky, leaky! 😂

Nicely on Tradegate this morning. Hopefully we'll get a lift here tomorrow towards 50p 🤞 or a lot more if we get another juicy RNS!

Thanks for the advice, Cardinal. I may just do that. The Trump created volatility is hard to deal with psychologically as one constantly wonders, what's going to happen next!

Https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.travelandtourworld.com/news/article/europe-freezes-us-travel-as-lufthansa-british-air-france-klm-and-more-slash-routes-to-major-cities-including-new-york-miami-los-angeles-and-chicago-to-tap-soaring-demand-across-canada-mexico/&ved=2ahUKEwiXsZfFyL6NAxXvVaQEHWVEJ20Q0PADKAB6BAgTEAE&usg=AOvVaw2-2JoqEpkkts2VyIy-Mc3b

Should we be concerned? I thought the recent results pointed to strong US demand. What's going on?

No, trouble I'm convinced it will happen as ITM has lots of cash and world leading tech so as long as the need for green hydrogen materialises in sufficient quantity, ITM should succeed but I've been scarred after spending years invested in AFC being fed a pack of lies by the CEO on imminent commercialisation, which never came! I know Dennis is different!

Nice to get an RNS announcing a contract win for hundreds of megawatts of electrolysing capacity without the dreaded "awaiting FID" caveat. If we can get that or one of the already announced contract wins progresses to FID we'll be in business, big time. One can dream, I guess!

I know the feeling. I've panic sold on 2 occasions as a result of Trump crashing the market but both times it proved fleeting causing me to witness the shares I'd just sold go back up. Nothing worse but the fear of a prolonged crash is omnipresent with Trump's propensity to post bombshells on Truth and the prospect of prolonged trade talks. He really should consider the effect his rants have on people's investments and pension funds. He's cost me thousands so far and turned me into a nervous wreck! Getting really tired of it.

So much for code 1! Let's hope we get something soon. Silence suits the shorters!

Yanks playing bond market games tonight. I hope it doesn't affect us too badly tomorrow. So annoying, just when a proper recovery to £4 is on the cards!

Any excuse to pretend that folks will stop flying. It ain't going to happen despite the best efforts from Barclays' analyst pre results. That cost many investors dearly, myself included. Some of these analysts are downright dangerous to one's wealth. They should be held accountable when they get it so spectacularly wrong! Cable is favouring sterling ATM so more reason to travel stateside! This should resume its upward trajectory soon. 🤞

Upgrade is in from DZ Bank. 85p up from 80p and a "buy" recommendation! That's a good start but I feel others may come in with higher predictions. Maybe back to the 90s could happen quicker than expected. I think there is a sense that VOD have done a lot of the heavy lifting with the market poised to acknowledge a more profitable future by way of a higher shareprice!

If we can get a substantial order with a FID already committed to this will go straight to £1 plus, I firmly believe. It could come anyday! 🤞