focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Whilst remaining only ‘potential’ I like the tie up with a much bigger company, improving access to companies with worldwide reach... As written the Middle East tie up is very interesting.
Whilst a different type of product I have always admired Ceres Power‘a model for collaboration. They generate revenue from licensing the tech (before sales) but also a the bigger company takes a chunky equity stake in Eqt to negate any future funding Issues, ensures a very stable share register and therefore both Parties are interested in developing the business.
No worries, there has been stock to buy recently, I do suspect a biggish holder is offloading and there will be an RNS at some point. Plus perhaps have timed my purchases better but that’s the stock market for you.
Like the fact that recent Dow weakness didn’t dump btc back to the 9800 level.
Re:partner.
I am pretty sure, once concept has been scaled with a variety of different feedstocks, that is exactly what will happen. My assumption as a very committed investor is that that investment will come at the mcap £250mil or so, so in a years time IMO!
Rather like this bit... News to one in unpredictable fashion:
Of over 40 opportunities and projects in our pipeline at end of H1 2020, more than half are expected to receive development capital from EQTEC as well as our partners. The acceleration is expected to drive us to closing deals more rapidly and deepening our partnerships.
Thank you for the time prompt which stops me losing the will to live whilst they waffle on about things... He clearly has conviction but I do disagree about gold - increased mining investment is offset by deceasing reserve quality and less ROI to mine the same amount; one of the principles of the BTC halving I thought. Happy to have a balance between both as my portfolio hedge.
Thank you for the clarification Bman2. Will have another look at AFC though, sometimes closer to that transformational moment than we think!
Not environmental, but some time back on this board suggested a look at ´Brianchip’ (BRN) listed in Australia, neuromorphic AI chips - had an incredible run to >$1bil just based on some actual chips being tested though of course no actual sales!
Fascinating tech, very frustrating for 3 years and then boom!
The Old Bee:
´You mentioned Retirement, none of my business but AIM is more about gambling than investing. RESEARCH and take care.
Sometimes AIM shares can make money very quickly - or hold your money hostage for years.´
I heartily agree: you have to be very careful. My observed pattern with most AIM companies is that shareholders are initially tempted by a great story/possibility and the hype/reality generates the peaks/troughs in the sp over a number of years. With funding cycles the sp inevitably drops overall over this time.
My success recently has been recognising those companies where the hype is beginning to be justified by results and sales and a decent revenue model. Usually most long term shareholders have been repeatedly diluted and are understandably jaundiced at this point!
I am some way off retirement but 2/3 of the way there... Will have to flip to ´safe’ companies when I get closer I suppose. But what if they were retail/hotels/airlines 6months ago?
Greentec,
Looks like you played this brilliantly... And I hope managed to compound the number of shares owned accordingly. I know life doesn’t necessarily work like that but such research does deserve rewards.
Don’t recall ever being negative about this one, though always interested in constructive criticism. One of the things I like about it is that the current management have been exceptional. I was in ITM where the management made some pretty dire decisions before the share was adopted by L’Inde. I rode from ave 13p to £1 where I sold since I thought fully valued. I’m not going to make the same mistake here.
One to hold now whatever the markets are doing.
Greentec,
Many thanks - I am also hoping this will fund my retirement, I assume you are in at a much lower price.
One of my investment rationales which I suspect is largely overlooked is that the ‘Green’ nature of this paying for itself will turbo-charge adoption as your experience on the ground has confirmed. Green projects that pay for themselves/have a very straightforward investment case will be the winners; large projects with massive investments over long horizons will not and this is more so now than pre-covid.
And as you also confirm - the stable funded nature of EQT now allows the soft money (subsidies, grants, etc) to follow the hard money, as well as reassuring private equity.
Thanks again for your research, based in SW myself, so hope you didn’t have to travel too far!