Member Info for GarryParry

Toneman
You don't need only wind to have green hydrogen. You can also use the tides for it.
SAE are well established in the field. Need some more oomph and they will rocket too.
Actually, when you compare SAE to any wind power, SAE are definitely more predictable (time and tide etc. etc.)

Thanks Bandicoot
Can't help avoid greed for many I am afraid.
I am more of a LTH. Having seen some of mine rise over the years, I have started to think it is better to be patient than impatient. Still rue selling Games W with an exit point with 20% profit. That was at a price less than £4 (grrrr!!)
Same with Ashtead.
But - have made up for it now with renewables and acknowledge that in any share market - you can't win them all.
I guess what this conv has taught me is to move some of my successful investments from a standard holding to a ISA in the next fin year so that as Heath says - I can lock in my gains too. My understanding is that any CGT up to 12500 is CGT free?

Thanks for this.
To clarify - you can't isa if you have already exhausted your allowance?
If you have put all the £20k in the ISA, you can't then bed and ISA in the same year?

Thanks to the great and the knowledgeable good on this board.
As a complete dummy in this regard - can I please ask:
If you 'sell' then aren't you losing the gains you have already made on the stock? Because, if you are 'buying' you are buying at today's prices - not the price that you may have originally bought it at?
Eg. If I have bought EQT at 0.5 and sell at 1.0. Transfer it to an ISA and then buy at 1, any paper profit I make would be on the 1.0 not the 0.5 p? Is that right or am I mising something?
Sorry to be a complete dummy on this.

Fishboy -- where do I find info on that?
(gift to wife I mean, not the chick bit ;-)

How many of us get up and have a look at the day's RNS' whilst having their first cup of tea?
I seem to be getting into this habit!!

Hydrogenman, I wish the Ilika Board was as active as this one.
I have doubled my investment so far. But not sure of the direction of the company.
(Big loss on VLS)

The consolidation hadn't clicked on me.
Went back and checked through my transactions.
November 2014 7.9 p (79p)
July 2016 8.99p (89.9 p)
June 2017 9.98 p (99.8 p)
Fingers crossed the rise continues so that I can make up for selling Games Workshop at 316 p.

In that case, expect to outstrip MC of CWR sometime soon.
Reasons:
1. Product ready, tried and tested
2. Production ready - to be started
3. Strategic investments / arrangements in place with key players (Shell / Linde) who themselves have further strategic and investement interests
4. H2 - not just transport but also home heating and so forth.
What am I missing?

Hmmm
Not sure. No mention in this press release. Positive nevertheless and is in the same scheme as CWR (multiple stakeholders).
https://www.linde.com/news-media/press-releases/2019/linde-acquires-minority-stake-in-itm-power-and-agrees-joint-venture
On another positive note, ITM is close to starting production, others are not so close.

And Linde is a shareholder in ITM. (See the RNS released just now about a strategic agreement).
DOes anyone know how much of ITM does Linde own?

I would take a chill pill.
ITM are waay in the front on this.
They have already set up H2 fuel stations and have solid links with Shell for that. Once the factory is up and running the electrolysers can be fitted on to any Shell forecourt.
The Mirai is in its second version. More trucks and buses are likely to be converted to H2 (the weight of the battery and range is prohibitive).
Filling can be done on Shell or other forecourts.
What can go wrong?
Here's the REFHYNE plant info:
https://refhyne.eu/

Found this with regards to consolidation and relieved that my profits are the same :-)
https://www.investegate.co.uk/ceres-power-holdings--cwr-/rns/share-consolidation/201808070700039552W/

Way - when was this? My paper profit may have to come down then :-(

BUzzing all over.
BTW - I didn't get the 15p and 150p entry bit?

There are similarities and differences not just in the tech, but also in the business model.
Ceres licences and gets a cut - the modern version of ARM. They also have their own shareholders taking up the licences which further bolsters confidence.
AFC are outsourcing the component production and only doing the assembly. They have the 'shed' ready and a potential customer in racing. They also have the benefit of Alkamem production which is propetary.
ITM - on the other hand - are also on the threshold of starting their factory with potential for ramped up production as time goes on.
Interesting days ahead!!

All are starting production. CWR licensing it to Bosch (RNS today) whereas AFC and ITM are in various stages of production by themselves.
Would be interesting to see how the battle pans out.

@tonyj - looks like you are ramping CyanConnode ;-)

I invested in Atlantis and have lost a lot on it. The tech is still good, but like all good AIM companies, the money ran out!
They are now SAE.
Sigh!

@GJBrandon - I should also be keeping an eye on Innovenn. Great stuff!!