Member Info for Hollamatronic

That's nice but it is many many times higher than it was 5 years ago.

Now are they type of trolls with whacky colourful hair which you shove a pencil up their ...

And I post and it has just moved a couple of percent more in line with the fall of the others! Nice.

Revenues and contract wins. A figure saying order book of £x amount or contract win of £x. Mace is great but we don't know if they're leasing 1 unit for example at £5k, a few quid, or lots... or 100 units, or 1000, etc. and if 'initial lease terms' means they might buy etc. ABB will be the changer I think before more details of Mace come out (based on what we know as other deals might be going on in the background).

Why down? I suspect fears of vaccine issues stalling unlocking - look at the wider sector at the moment:
Go Ahead -3.32%
First -0.81% though was down a lot more
Stagecoach -2.22%

Then airlines
Jet 2 -2.84%
Easyjet -1.1%

Suspect this would have been done a couple of percent anyway whether results or not. Add in some selling on news or taking profit and that explains why it is slightly down further I suspect.

Looking forward to Extreme E - not because of AFC but F1 is getting boring now and the long procession races are horrid. It is no surprise the best races last year were on the new tracks added in that were actually proper tracks and a challenge. I tried Formula E at the start a bit better but this seems more my thing. Also AFC gets a platform to a wider world (not just talking public but companies in the right sector), same with Mace when it happens... starting to look good for AFC.

It was so self evident I suppose!

Just reading a bit in shares mag about hydrogen and they were commenting on an ETF for hydrogen and said in their view it was rotation from growth to value and not anything to do with hydrogen investment theme in general bringing the price down since Feb and a good time to pick up shares (of that ETF). but I think that sentiment could well apply to all stocks in the industry (since they are in the etf!).

The point is that a lot of people can't top up at the moment as they've used their allowances and come April 6th generally a lot of shares will have money pumped in to them.

And yet the share price is better off at anytime in the past 8-9 years, apart from a couple of days mid 2015... Extreme E is days away so not next year, ABB is this year so not next year, Mace is clearly going to take time to make orders and implement where to use... I suspect if they had said 6 months time you'd still be unhappy.

Shares Mag talked a bit about ITM, Linde and L+G's hydrogen ETF but in particular this quote stands out as relevant to all hydrogen stocks:

"Don’t be troubled by the share price declining since the ETF launched in February. We think this is due to market rotation away from growth themes towards value stocks rather than any negative fundamental view on the ETF or hydrogen as an investment theme, making this a good time to pick up shares."

They also say Bloomberg Intelligence "estimates investments in hydrogen projects are set to surge ‘like a hockey stick’ to almost $40 billion per year."

Yes if you want to see this is undervalued, then look at P/E for example compared to go ahead 25 and first 13.6. Plus all the brokers who calculated prices above this - such as berenberg a month ago who raised price to 360 saying "National Express was "far more resilient" than many other travel firms" and " the fact that National Express remained EBITDA-positive even in the second quarter of 2020 was a testament to its diversified business." plus they saw growth opportunities.

Continuing to hold.

They're not poor souls. They've put a stop loss on for a reason and have had ample time to remove it as it gets closer if they so wanted.

I'm not sure why people are complaining about being a year away. So mace aren't going to be using it this second but are in the future. I'm sure these things take time to build and implement where they want them and when. If you're an investor not a trader all you have to do is look and say is this price lower than it will be in 5, 10, 15 years. If yes buy, if no then sell up and move on or don't buy.

Yeah I bought back in today. Most people only seemed to get about 10% of what they bid for and since the price was 10.60 and you can buy on the market not much higher this morning no one really gained anything nor those who missed out really miss anything.

I never get why people put in my opinion when giving an opinion. It is obvious it is an opinion lol But yes hopefully starts heading back up in short term but long term prospects looking real good.

If it is going to be an 11 trillion industry by 2050 as some think (not everyone though!) and the UK government is starting to take an interest and wants to be the world leader (but then it wants to be the world leader in everything...)... and big companies are taking an interest then the future is certainly bright for Ceres

Yes that would be nice a 'no know reason' if he isn't going to buy at this time - which he doesn't have to ... I did have a slight laugh though a month or so ago when someone said on twitter "unless you do" - I think it was to GH at the time.

Yes this is bargain levels for the long term holder but for those with a short time frame expect a lot of short term fluctuations.

as is anyone else