Member Info for GingerHippo

Everything I'm reading about the projects (and I think it's fair to say I've done more research than most) strongly suggest that these are going ahead. Everything is coming together nicely.

The only problem with this share is the share price (and therefore dilution), which is clearly because most of the market do not believe in the future of these projects. If they did, the share price would be higher and we wouldn't be talking about dilution. (I'm not blinkered on this, I simply buy when my research tells me a share is undervalued. I don't take my cues from the market or from other posters here.)

So the thing that baffles me is why the market doesn't believe in the projects, when it seems so obvious to me that they will happen.

Some will say it's because Thar didn't move soon enough. OK, I get that. But what has the failure of the Pak government to establish a sensible policy on CTL and CTG got to do with the GH project?

Seriously, why does anyone think, given everything that all parties have been saying, that the projects might not go ahead?

We are working hard to balance delivering progress and minimising shareholder dilution at a level that significantly undervalues the potential of all our projects

https://twitter.com/OraclePowerPlc/status/1671790723216072706?s=20

I also bought more this morning.

10% dilution; 20% drop.

I'm absolutely convinced these projects WILL progress all the way to operation.

We all knew there would be be more dilution, but I'm accumulating as I go. If I leave it till after what I think will be the last placing, there's no way I would be able to buy as many shares as I have and I would risk missing it entirely.

So, LW, all said and done, are you buying now?

Jinx, AG

Very interesting that Sheikh Ahmed bought more. He knows better than anyone, apart from Naheed, where this is going and has increased his holding, despite owning and funding 70% of the project separately.

Nah AG, I’m not doing this all day.

I said ages ago that if he keeps going on about a placing he’ll eventually be right and then he’ll come back and brag. He said he wouldn’t come back to brag. I’m not surprised by his attitude.

LW, I said at the time there would be a placing at some point. We all knew that.

You said it had already happened. You were wrong. Don’t come here and try and spin it. You were wrong. You deramped when the sp was on the way down by saying it was because of a placing that had already. happened. You were wrong. Will you admit that? I think not.

James, we all knew a placing was coming at some point. Nobody gets points for guessing that. The ppl that got called out for saying it was because a) they said it had already happened at the time, being about 6 weeks ago, which was incorrect and b) because that was the only point said person would mention, utterly dismissing all others.

So no. No bragging rights I’m afraid.

Now this is a weird crossover. Imagine if we could synergise our projects......

(not happening obvs but an interesting read)

https://energynews.biz/coal-surprising-savior-of-hydrogen-storage-challenges/

These hydrogen plants are big business now. Deals being done. Market set to grow massively.

https://www.kedglobal.com/hydrogen-economy/newsView/ked202306160032

The global green hydrogen market is forecast to expand to $1.4 trillion by 2050 from $642 billion in 2030, according to Deloitte Korea.

AZ buying and the LTIPs were fairly good clues of what was coming

Https://twitter.com/Naheed_Memon/status/1669020609827799040?s=20

It's been less that a week. Calm down mate.

First of all the article is from last week, so I'm not suggesting the DFS finished yesterday and the paper got wind of it early.

I'm actually not sure what the company's legal requirement o report is. Even if they need to report a completed DFS they could still be dotting i's and crossing t's.

But it seems clear that everyone involved is happy enough with the DFS (even if still in draft) that they have already moved on to the next stage.

****stan’s 400mw green hydrogen project moves to design phase

https://www.windpowermonthly.com/article/1825550/****stans-400mw-green-hydrogen-project-moves-design-phase

thinking about that again, i think it means they have already completed the planning phase (dfs). the decision to move to the design phase indicates that the project has successfully passed the planning stage and is now progressing towards the detailed design and engineering of the infrastructure required.

things have gone quiet again, but that doesn't mean progress is not being made operationally.

China is planning for a large-scale deployment of hydrogen to meet the increasing demand for the green energy transition fuel. Li Guohui, vice president of state-owned China Petroleum Pipeline Engineering Corporation (CPPEC), announced at the World Hydrogen Technology Convention in the city of Foshan, Guangdong Province that China will develop a 6,000km (3,700 miles) hydrogen pipeline network by 2050, which would be accessible to hydrogen asset owners and traders.

He also said that total hydrogen demand is expected to grow to 100 million metric tons per annum by 2060.

https://carbonherald.com/china-3700mile-hydrogen-pipeline-network-2050/

I believe the slide meant "by 2024" ie in 2023.

At the same time he take his timeline with a pinch of salt. 2024 would be my guess too.

Don't say that. they'll come back and repeat the same posts over and over again

13% rise. We should be on the leaderboard with that. That would get some attention.