Member Info for Hardboy

Nice to see some BIG buys from directors

Lord,

Many many thanks for the detailed responses. I've not had time to study them all in detail yet, but will do so. very much appreciated.

I've seen a couple of reports on TV recently about the concerns both the Government and car manufacturers have about the level of EV sales. If they are going to do anything about it, we are going top need a lot more chargers in the country.

"anyone one think Hydrogen is going to take off "

As I said a couple of days ago, reading a Morningstar article, I calculated from the article that world wide green hydrogen production (based on known committed projects) will increase 5,500% from 2023 to 2030.

The RNS this morning mentioned the target output in Paraguay of green fertiliser is 260k tonnes p.a. I did some very elementary web research and found I can buy a tonne of industrial fertiliser for about $600. Assuming the retail mark up is about 50% then Atome's annual income from this project should be about £78m

How does that sound? Can't remember the total predicted cost off hand.

I was out at friends for lunch yesterday - they had all the cutlery in a pile at one end of the table. The host then moved something which knocked a lot of the cutlery off the table. I instinctively went to catch something. Then I realised I was about to catch a falling knife.

I read a Morningstar article about Hydrogen at the weekend. They quoted how much green hydrogen was made worldwide in 2023, and then calculated given all the approved schemes in planning the amount which will produced in 2030. If I've done my suns correctly the increase was around 5,500%

On Business Live this morning (Sky News) they had a section on UK's EV targets, and how manufacturers are failing to sell the Government's target numbers.

The way I see it, people will not be convinced to buy electric cars until

- the range can be improved

- a full charge can provide a more consistent range

- the cars are lighter

- charging can be speeded up.

In short they need a next generation of battery.

I read a Morningstar article about Hydrogen at the weekend. They quoted how much green hydrogen was made worldwide in 2023, and then calculated given all the approved schemes in planning the amount which will produced in 2030. If I've done my suns correctly the increase was around 5,500%

"Not far below the 30% threshold now." Only around £800m. Why not loan it to them?

I read a Morningstar article about Hydrogen at the weekend. They quoted how much green hydrogen was made worldwide in 2023, and then calculated given all the approved schemes in planning the amount which will produced in 2030. If I've done my suns correctly the increase was around 5,500%

"Building needs to start on bowling greens, parks, kid's playgrounds, wherever we can get them in."

How about a compulsory purchase of Menie Golf Course (owned by a certain Mr Trump)?

The placing was obviously going to be oversubscribed so I applied for more than I wanted, and actually ended up getting more or less what I wanted. I'm a small shareholder. How am I excluded?

I'm slightly concerned about the effect of US tariffs. 1) Directly on Anpario goods imported to the USA, 2) Indirectly on meat imported from Mexico, Brazil etc. where the farmers had been using Anpario products.

Like most other "bond proxies."

Interesting point. I initially thought because we have manufacturing plants in the US, we should not be badly affected, and could in fact benefit, but you make a good point. I don't know the business detail enough to have a valid comment, but if it is a problem maybe they need to start growing lemon trees in the US. (That's the idea of Trump's tariffs isn't it - to get things produced in the US)

Well we've known about the higher NI costs for over a week now, but not had it quantified. No mention of the effect of Minimum wage increases. I imagine they employ some.

Very bad news losing that contract, but after 15 years, maybe the Australian Gov't felt they had to have a change or get accused of favouring a certain supplier. These thinks will happen over the years. Let's hope they get some new contracts to replace them soon.

Actually a lot of recent market moves suggests they don't look anywhere, just act at random.

Just slightly concerned about the huge premium.

I wouldn't be that optimistic about markets; but a positive update with no negatives to cause yesterday's ridiculous drop.

What in that has caused a 10% drop in recent weeks? Stupid markets.