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I think all LTHs here are slightly frustrated with the slow site progress and the drifting share price. However the reality is that we are in a stronger position than we were a year ago - new partnerships, new CEO, and more.
The tech is a game changer of global proportions. Once we can demonstrate it, PHE becomes a monster. All imo of course.
It's difficult to see us in the low 3pence territory, but I for one have taken full advantage with numerous topups over the last fortnight.
All the best to all genuine PHE holders.
I plan to see GGP through to production and experience the full story first hand. Like you though Tig, the Hydrogen space has caught my eye.
If you haven't already then I would encourage you to look into PHE. Still early days for them, but the idea of turning waste plastic into clean hydrogen seems incredible. Cleaning up the oceans and planet and then creating clean power at the same time - it could be a genuine game changer. As always dyor, but it's a fascinating idea.
No intention to pull attention away from ggp, but since it was topical I figured it would be ok.
Atb.
"If the stress is getting to any LTH, the time honoured remedy is to sell down to stress free level."
Aaand there's the agenda! I genuinely feel terrible for anyone selling off the back of clear disrupters like this.
A great day for PHE today, and a great day for PHE share holders. Congratulations to all! Just imagine where we'll be when units start to roll out around the world - the long term outlook looks fantastic. Good luck all and have a great weekend.
Absolutely fantastic news, now a nice RNS in the morning and the week will be complete! No need for snake oil charting shills, just look at the fundamentals. Anyone with half a brain can see where PHE is going... up. The week just gets better and better!
Couldn't agree more. PHE is my second largest holding, and I am extremely bullish. Not only is clean hydrogen coming into world focus now, but we can create it by solving the world's plastic issue.
It's like alchemy - our tech turns rubbish into gold!
I will continue to hold long-term while we see DMG units roll out into the thousands, and I will continue to top up whenever the price allows.
JR69 - don't waste your breath mate. I'm disappointed in myself for trying to reason with him a few days back, he's an egosist with delusions of grandeur. He's not here to discuss PHE.
I suspect that the reason he's got his panties in a twist is because you've clearly touched a nerve with your Northern reference. Listen to his podcast, he is Northern. Is that classified as hate speech? No. Could he find a legal representative that would be willing to persue a case of criminal hate crime based on your comment - no. Do you know why? There's nothing wrong with being or being called Northern!
He likes to play the big man, but he's a fragile little boy, hence the need to over compensate with aggression at the slightest disagreement from his narrative - which is to push his own product, not PHE.
He says he doesn't care what others think of him, yet his defensiveness points to the contrary. He's insinuated threats of physical violence, which have now been removed by mods. He's implied that he's trying to establish your personal identity. He's also explicitly told that he's used his own discord groups to incite his mob against you.
This is the character and the 'professionalism' behind swazers charts.
He has all the characteristics of a bully, and a tone deaf one at that.
It's so easy to dismiss my opinion because my account has so few posts behind it, but the reality is that every single valued poster also started with zero at one point. I'm not the loudest person in the room but trust me, I do listen.
This board isn't about you and swazers charts, it's about PHE. Im not here to troll you. I'm here to learn and evaluate. Ultimately if we're both holding shares then we want the same thing.
All I'm saying is that your language and hostility can easily hurt your cause. Callling anyone that disagrees with you a 'hater', and telling me to 'stay out of beefs' is absolutely cringe and embarrassing.
Your charts are interesting. Your attitude stinks. Surely there's some middle ground.
Swazers, yes you bring something different to the board but bloody hell do you like to toot your own horn?!
I do genuinely read each of your posts - if your charts come true then we'll all be laughing - but "I'm an alpha, you're a beta" come on now. How can we take you seriously with an attitude like a drunk squaddie?
I listened to your podcast last week and you came across as engaging and eloquent, but then I read stuff like this and it makes me hesitant. In simple terms it tars the analysis that you share.
Not sure why I felt so compelled to share when I so rarely write on this board, but there we go...
Good point, but the supermarkets have already been circumnavigating these for a while. For example you'll often find 'greek style salad cheese' positioned right next to Feta on the shelves.
Could we use terms such as 'dairy-free lancashire style cheese'?
Good to hear the musings from all, some interesting points of view. I think I tend to agree with Oogle, although I'm also wondering if there might be rumours about some positive incoming news. In any case, it's nice to see some positive movement and I'll continue to add during any gips. Atb to all.
RTW2 - This quote from Jim in the interview linked above explains why...
"a couple of other people including Morten of Meatless Farms in the UK talk about Quorn and you know, some of the other companies in that area. The problem is that they don’t really have the IP that cell ag has. They’re effectively marketing companies, and so you and I could set up a plant-based protein company tomorrow, call them whatever we want, and we’re going to be going up against the big established play-ers like Kellogg’s, Unilever, Nestlé, who have a all got their own brands now, and even some of the supermarkets have their own brands, and McDonalds has brought out McPlant which is its own brand of plant-based burgers, and it becomes a marketing game. That’s very expensive and it would be difficult for us to have some defensible IP in."
Essentially Blue Nalu has defensible IP, wheras Quorn does not.
Thanks to those who have been helping me familiarise myself with Agro. At 9am this morning I asked if a raise might be on the cards, then boom 10am rolls around...
I know to existing holders today's drop won't have been pleasant, but all of the fundamentals for this to be a once in a lifetime share are still in place, and there will have been many- myself included that have decided to join you today. Truth be told I was ready to join at 35p, so today was a no-brainer. New investors pouring in, and a growing war chest to help move forward. I'd say the future looks bright.
Best of luck to all. I'm looking forward to continuing to build my position here moving forwards
Thanks again for your responses yesterday Dazzle and Chazzy. I've now read through the 2021 presentation and was really impressed. My copy of Moo's Law will be arriving today.
I have a few questions in the meantime if anyone might be able to help?
1). In the slide about portfolio composition, it states that 1.5% is uninvested cash. When Agro spot the next startup that they wish to add to the portfolio, where does this investment come from?
2). I know it's hard to answer, but have there been any discussions of share dilution or raises on the horizon?
3). Lastly does anyone have any insight on what cellular agriculture means from various religious standpoints - halal etc? Of course no slaughter needs to take place, but I wonder if it contravenes any other beliefs? I only ask because this innovation seems like a no-brainer to me, but I'd be keen to know if there are any segments of the population who would fundamentally oppose it.
Many thanks again.