Member Info for jonathb

LOL What nonsense. Do I care if Mr. Wetherspoons talks a lot of loony brexiteering drivel? No, I care about cheap beer!

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?

Answering my own q, in 2023 AJB sells it as AERI.L priced in Es, divs quoted in GBps.

Blood in the streets, etc. GLA

?

No news here, but then I'm kicking myself for not doubling down @116p

Yeh it's difficult making a loss on Berlin real estate, but somehow these guys managed it.

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.

Good new is bad news. This might go on awhile. Take your divs, sit back and be happy. You don't make a loss until you sell.

Re Ceres, there's bloodbath in the whole renewables sector since end of last week. HGEN.L seems to be hit hardest, tho. There's some serious bargains out there.

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.

So that's down from 1p69 to 1p40, right? Still 8+% at SP 67p ?

LOL I wouldn't take Matthew Lynn's predictions too seriously: "the iPhone won't make a long-term mark on the industry" (2007).

6% div and great reports; thanks, I'll take conservative.

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/

-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/

Ya morning, ya new low. This isn't about numbers anymore, just about paranoia. I can't help thinking here's serious $$ to be made here calling the bottom.

It's perked up a point or so this morning in a horrid market - so maybe that prez impressed a few other people too.