Member Info for H-hi

One thing strikes me........VOD paid divi but was not rewarded! Pension funds and income funds didn’t really increase allocation to VOD. I track ETFs and funds and still don’t know why they are not snapping this up. The yield is awesome and the business is stable..............may be next year! If not, divi should be scrapped to invest in tech startups.

Brexit was just a reason for smart money to get the hell out of the U.K. Not a great reaction, FTSE futures didn’t do anything dramatic. BT is down so much that you would think they operate a restaurant or airline.......Jansen is not doing a great job, I was glad with his work at worldpay but it seems BT is a bummer.

Makes no sense to have huge pension liabilities when bonds pay next to nothing. The U.K market must allow trustees to allocate more to equities while accepting that pensioners might lose out if market tanks. Imagine if CNA pension bought Tesla, covid and hydrogen stocks, add bitcoin to that mix.......boom!

Nealsp,

I think mcap vs total addressable market is a better way of valuing a growth company. ITM is like £2.5 billion so MMs think the hydrogen economy is that huge. We are almost £500m now so gonna be hard buying AFC above £2 billion Greedy folks on ITM bb are holding for £10 - £14.

Yellow,

When are you looking to stop adding? Me thinks after it hits 200p.

GGP 20 bagger vs CEY flat year..........surely CEY needs to move to AIM.

The main problem is that it’s hard to allocate more money to small AIM companies with zero to negligible revenue. My best performers are tiny AIM micro caps so only few hundreds allocated.
Real big businesses like BT, VOD, CNA, ITV, Aviva, have been terrible for Shareholders even though their businesses were not severely impacted by Covid.
Blue chip or ex blue chip companies are a graveyard for single stock investors.

700p next year? Testing will go hand in hand with vaccines. Tokyo olympics / travel / mass vaccination will increase testing.

Do you prefer 20 bagger? Or tea bagger?

I see this share doing some big numbers next year........real sales, not just a flying SP. I just hope ABB is a fast mover unlike other slow european companies. A Japanese or Chinese partner would turbo charge us like Ceres.

The office or wherever that was is shabby.........does that mean, we have sensible guys running the company?

Not sure if Ceres or ITM have the cash, what I don’t get is why big oil companies are not buying green tech companies like ITM, AFC, Ceres before they spike up. BP has an E.V charging unit so buying up AFC will improve its ESG ratings.

Something is wrong here, even airlines have recovered some ground.

Just keep buying, big news coming soon!

Only one reason to invest here.........10 bagger!!! ITM 2.0 is about to run up, join now.......we only need positive news and a great story to rally. Debt, revenue and other figures don’t matter anymore. Tesla is a great example........just buy and keep buying.

Mansons4 signed up just to abuse me for stating the obvious........haha! A website / social media can be improved so calm down paranoid weirdo!

Online esports competition could rival online gambling among 18 - 35 yr age group.

More fundraising could be needed, this is not negative as long as it’s for product development/ manufacture.

Sea of red today, France just gave us a taste of what no deal brexit could mean. Gold is the only currency that unfortunate U.K citizens / residents should be holding.

Sterling needs to go back below 1.25, no reason for a small country with huge debt and welfare liabilities to have a strong currency. Gold is the real alternative to any fiat currency, not bitcoin or other dodgy crypto’s.

Only one thing is true, Boris needs to get some kind of deal. EU 27 can cope without a deal.