Member Info for KiJaHu

How on earth can you drop your target by two thirds?! Never seen a re-rate like that on something which seems transitory

If you read what the future order books are looking like Carnival have come out and said they look strong for next year, provided the omicron spike doesn't translate to the death tally increasing proportionally with it then full lockdowns will be avoided, not exactly ideal holidaying conditions but it's not the same as march 2020, I don't see them going out of business any time soon

Seems like it, ticking slowly but consistently down, you too, gonna bottom drawer it and return in another 12 months

Anyone even remotely bullish at these levels? I timed this one poorly but I've begun to average down as I don't mind the long-term hold, surprised there's absolutely no support, they've got a solid order book and barrier to entry in the respective sectors they operate in is massive, seemed like an easy hold, oh well

I'm assuming that the one at tees hasn't detected the new strain as it entered the country as surely that would be the best PR they could have ever hoped for? This could explode if they released that sort of info, I couldn't find anything or in regards to the unit they're building state-side

Does anyone know how big Tirupati is in comparison to NMG? The mkt cap of Nouveau is 3x this, think with the use of graphite in li-ion, and the potential of graphene(and the surprising research this company is conducting) this could be a solid investment, I'm 40% up and was tempted to trade out to come in when it goes lower, but happy to stay put.

Ha, touched a nerve clearly. Well aware what Special purpose acquisition companies are too, and the comparison is that in the US they're doing incredibly well, much like the green energy bubbles here in the UK. I know it might come as a shock to you but they aren't building a compelling product, a shipping container full of pumped sulphuric acid, Vs a Li solution of the same power envelope fitting inside a filing cabinet, just have a think about the potential pitfalls, even if you don't come from an engineering background like I do you might be able to think of a few health and safety related issues, or that one has many moving parts in it and the other doesn't. That's the tip as well.

The only occasion where Vanadium makes sense is mass scale grid support for things like black start/Freq response that NG are pushing or some microgrid type droop, and that sort of thing is well above where Invinity are and are years behind the competition in Asia. Not really that complicated to be honest.

Just for general interest: I've worked with RedT products and they are, in lack of a better way of putting it, unusable. Don't let the fact that they have projects installed/in the pipe line, they are very much "working" (and I use that term loosely) prototypes that offer no advantage over LI in the footprints they operate in, bulk storage/grid support where Vanadium works has much bigger, more advanced and better competition from companies like Sumitomo electric etc who have proven track records of delivering large projects on time and to specification. I don't want to divulge too much on here because the people who worked for RedT were a good, knowledgeable bunch but the management and product were terrible.

Was surprised at share price and mrkt cap as RedT was a stinker, if you're investing in this share you can only be investing on the basis that UK renewable energy companies are our equivalents of SPACs in the US - money printing machines that are one huge bubble waiting to burst (AFC/ITM/Ceres etc). Be very careful, Hydrogen and Vanadium may form part of a clean energy strategy in many, many years to come but that's a very uncertain road ahead, don't get caught bag holding.

Agreed, as far as UK recovery stocks are concerned this is one of the last hospitality shares that has yet to see the V-shape rebound that the likes of wetherspoons and greggs have enjoyed last year, the R rate has dropped and infections are falling, there will be no justification not to return to tier systems in March as long as the 15 million target is reached by then (certainly won't be mid Feb) and hopefully going into summer, a return back to the mid 30s/40s, either way this is my only long (12 month+) position and I'm more than happy to top up and hold.

Very good post and agreed, although I'm disappointed I couldn't enter this share lower, I'm happy to be onboard at 20p, I feel the closing down of small independents (which breaks my heart if I'm honest) will only pave the way for large chains to completely dominate, I feel revolution has a different part of the market (separate to spoons, marston's et al) cornered, think this is multibag territory if we move to tier systems in March and with the warmer weather and the vaccination program it will hopefully stick this time.

Ha good point, either way I thought Bab**** was a buy at 260, and for me the fundamentals haven't changed, a 210 entry price and a 360-380 exit seems too good an opportunity to miss, good luck all.

Anyone else concerned that goldman have entered the fray? I was looking to invest in ITV in the last downturn and that share has a very interesting history that's driven by massive market manipulation by this investor alone, a really well ran British company that's been driven straight into the floor by American interests (familiar theme going on here) I'm wary, I bought back in at 210 having been burnt a few months back, whenever I see American investors jump on board I automatically think of pump and dump, I'm concerned.

It's hardly scaremongering, 3.9 stars out of 5(43) reviews, and they haven't replied to any of the criticisms raised by the reviews on there, that's pretty shocking customer service

Have you seen the state of the trustpilot reviews for this company? Astoundingly bad, not one single reply to negative reviews where people have said they can't withdraw from their accounts. Also, less than 1k downloads on the play store? I'd be VERY careful you aren't getting pumped and dumped, on the back of every gold rush you'll get con artists.

Downbeat= reading their annual reports and relaying facts you don't want to hear. Keep trying, I invest well roundly so this makes a small part or my portfolio, it's a win-win either way, I'll be keeping an eye on it.

And to other guy, diddly squat. A strategic partnership and that's it, the core business is Microsoft tech consultancy and PM, end of.

Like what? The core business is providing contract consultancy to government departments, their expertise are in Microsoft technologies, explain where the innovation is please? Hardly a snowflake/palantir, you said yourself you jumped on the back of the wave, do your due diligence next time

Debt to assets is scary on this, blown away that this has stayed in the 20s, was fully expecting this to crash into the early teens especially with no concrete date set on lockdown restrictions bring lifted, keeping a wary eye on it

Out of interest, what makes you think this will reach 100p? That was a pure transient event that this company hasn't experienced in its previous 5yr chart, it's released a statement saying there's no commercial basis for it, and looking at news/annual report/sectors it's operating in its an old school IT firm with the vast majority of its income coming in the way of government contracts, it makes very little profit, the Blockchain stuff is strategic partnership fluff, I invested months ago at 28p as it was low, bit bewildered by the current share price and am slightly gutted I didn't react to the 170 jump.

Why? They've already released a statement saying there was no commercial reason for the rise, if you gave into FOMO and got caught up in the ramping on here you've only yourself to blame

I'd have a read of their 2020 annual report before pulling the trigger, I've had my eye on Ricardo for a while but wasn't savvy on the sectors they operate in, A&I is their largest, but that makes up 30% of their overall business. Rail and Defense look to be their biggest growth sectors moving forwards, the high voltage fast chargers they're trialling with western power/electricity north west are of particular interest to me as I was going to put money in plug power...and then they received a 1.5 billion investment and the share price skyrocketed so missed the boat. With a mkt cap of £150 million it seems like a decent punt.