Member Info for Laughton

Good to hear Wendric.
Keep up the good work and continue enjoying your trip.

" if a bit unspectular!"

Blimey - having been a holder since £3.48 I wish all my shares were as boring.

And comparison with DFS - https://vimeo.com/653460854/a0fa968238

https://www.telegraph.co.uk/business/2021/12/05/song-rights-pioneer-hipgnosis-faces-uphill-battle-keep-music/

Apologies if this has already been posted:-

https://www.pistonheads.com/news/ph-japanesecars/toyota-reveals-hydrogen-powered-gr-yaris/45009?utm_campaign=enews%2520bulletin&utm_source=Sailthru&utm_medium=email&utm_term=Newsletter%20Send%20Smart%20List

Still a believer and managed to pick up a few more for my SSAS and ISA @ 761.26P

Value will out (eventually).

Remember when it seemed that we used to announce purchase of one of these every other week.

Been quite a while now - surely something must be just around the corner??

News from SNAM - but why are they not using ITM?

https://www.reuters.com/markets/europe/snam-eyes-investments-23-bln-euros-2030-speed-green-drive-202

The more that people say it the better for us:-

https://www.reuters.com/business/sustainable-business/green-hydrogen-already-competitive-with-polluting-alternative-eus-von-der-leyen-2021-11-29/

Not sure it's the supply problem that's casued the drop - rather the reduced recent footfall and orders.

I've always thought he was a v. good speaker/debater. They should be offering him £5k to raise the value of their conference.

Now if they could just get a salesmen in of the same caliber we'd be off to the races.

LONDON (Reuters) -The benchmark European carbon contract hit a fresh record high of 73.18 euros a tonne on Wednesday after Germany's incoming coalition government said it would prevent carbon prices in its country from falling below 60 euros/tonne.

Germany, which is Europe's biggest emitter of carbon dioxide, said it would implement the measure if the European Union cannot agree on a minimum price in its Emissions Trading System.

The benchmark December 2021 contract was trading at 72.85 euros/MWh at 15.04 GMT, up 5.4% from Tuesday's close.

The EU's Emissions Trading System (ETS), which forces manufacturers, power companies and airlines to pay for each tonne of carbon dioxide they emit, is central to EU efforts to cut net greenhouse gas emissions by 55% from 1990 levels by 2030.

Previous efforts by some member states such as France, to implement a minimum price in the scheme have failed to gain support among all member states.

Proponents of a price floor argue it would help give companies greater confidence to invest in low carbon technology while those who are opposed, such as heavy coal using countries fear it could place too great a burden on their industries.

Jefferies impressed by ITM’s hydrogen potential

A factory tour has left broker Jefferies feeling more confident about ITM Power (ITM) and its position in polymer electrolyte membrane (PEM) technology, used to create hydrogen, which could see it develop its edge in the sector.

Analyst Will Kirkness reiterated his ‘buy’ recommendation and 800p target price on the stock, which fell 4.5%, or 21p, to 444p on Monday.

‘On Friday we visited ITM’s Gigafactory at Bessemer Park in Sheffield which increased our confidence in PEM technology and the power of small incremental gains to drive competitive advantage,’ said Kirkness.

‘Markets continue to sound dynamic and the importance of the [German chemical company] Linde relationship was reiterated with regard to go-to-market, pipeline activity and project delivery.’

The analyst said there was ‘no one key ingredient’ offering differentiation, but that the company has more than 20 years’ experience making incremental developments to drive ever-increasing efficiency. Meanwhile, the shift from grey to green hydrogen – that produced with fossil fuels versus clean energy – is now being driven by customer demand.

Kirkness added: ‘We see ITM’s recent expansion to 5GW of supply by the end of 2024 as fundamental as orders can’t be won in advance of a ramp-up. While Europe is leading the way, America is just getting started, and the Middle East and Australia are fast followers.’

Ah yes. My bad. Apologies

Last time I looked Saga don't have any cruises calling in anywhere in Austria ;-)

https://www.musicweek.com/labels/read/warner-music-reports-accelerating-streaming-revenue-from-tiktok-facebook-peloton-in-2021-results/084650

On the one hand I'm a bit disappointed that they've only been able to announce one sale since COP26 started.

On the other hand they've announced this sale so presumably they will feel the need to announce any future sales of this scale or higher. That will make keeping track of order progress a bit simpler for shareholders instead of having to wait for results or trading updates..

Sign up at https://www.investormeetcompany.com

But isn't churn likely to reduce for everyone going forward with insurance companies forced to offer the same price for new business as for renewals?

Or is that another government proposal that's gone by the wayside and I've missed it?

Not sure I see it quite the same way Banburyboy. OK Saga is smaller than Direct Line as regards motor insurance but costs of accidents to insurers are going up across the board - so , for instance, a 10% increase in payouts for Direct Line must be similar for all insurers in percentage terms. Unless, for some reason, Saga customers don't have accidents.

Premiums might be down currently but that is as a result of lower claims during the various lockdowns. Premiums follow claims so if claims are costing more this year then premiums will go up next year - except for those Saga customers on 3 year deals where Saga can't increase premiums. Yes, they could try to make up income with extra high premiums on new business but then they're likely to be uncompetative.