The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
".. unless I am missing something" .. or unless Mr. Market is missing something. I don't know if I have the steel cohones to gamble that the next inflation print will be not quite as horrendous as is now priced in. Still, SMIF.L does look attractive here.
Re the prez.. OK, I'm a gung-ho long on this thing and appreciate Mr. Hulf's content. But..
He alludes - perhaps unintentionally - to the idea of hydrogen being a direct replacement for the gas in home or building heating systems. This is wrong. I only remark upon this because this red-herring is often dragged up as a straw-man argument by energy-haters. To be clear, your gas-boiler goes away and is replaced by electric; it does not get its methane replaced by hydrogen.
This may be totally bogus but somewhere behind a paywall, maybe FT, was some write-up about JUP.L shorting bonds, the idea obviously being that BoE will drop rates much slower than the market has priced in. Anyone know about this?
A small market cap, a relatively large retail investor population vs institutional, nervous market, and renewable energy sector which attracts every loony quack huckster from under his rock on the internet => wonderful fertile ground for a short attack.
No idea. We'll have to wait for next week for more info, tho I'm feeling like an April fool already! It wouldn't be too surprising for a growth /early-funding /bleeding-edge vehicle like this to get short attacks and "buyers' strikes", especially in this market. I can imagine many of us are waiting a little longer before doubling down - I know I am.
Hmm. SUPR.L have been pretty busy with offerings. But maybe you doth protest too much, at least as far as dilution goes. 2ndarys: 2021Oct, 2022Apr, repectively @115p, 121p were oversubscribed. Arguably, if you'd bought in at 100p previously you were getting the better end of this deal. As far as shenanigans go, well, what do I know? Anyway DYOR as they say.
-Here's links for the replay which seems to be working this morning, from Mr.J.J. Trayner:
https://event.webinarjam.com/replay/38/y150gcqnilkb9xb0ow
- and -
https://hydrogenonecapitalgrowthplc.com/