Member Info for Lutra

Bilbo, I think you underestimate the role that companies like SSE have in developing a decarbonised power economy. SSE generate a lot of renewable electricity and it is quite likely that we will need their gas generation capacity through any transition period, which will see their older assets out to planned end-of-life. The distribution arm of the business is where we will need heavy investment to increase the local capacity to cope with the huge increase in electricity demand that is foreseen - even with a strong hydrogen economy working alongside it, expanding distributed electricity capacity is key.

Apols for the duplicate - original didn't appear when I refreshed the page!

Yes, ENR. I don't think you need to rush to purchase as it has been quite stable within the 30-32 euro range and we are less than eight weeks from the end of the financial year and your new ISA allowance. Of course, priced in euros, so it brings a currency risk which can add to price fluctuations.

Yes, ENR. I wouldn't think there is any reason to rush a purchase, as it looks to be quite stable in the 30-32 euro range and we are less than 8 weeks from the new tax year and your new ISA allowance.

HedyLamarr, I bought Siemens Energy at launch last November and it is currently up 55% for me - although that is quite a bit down on the position a few weeks ago (so probably a good buying opportunity). I bought it as part of a broad energy portfolio (along with AFC, ITM, RDSB, JLEN & BSIF) and expected it to be at the safe/low-growth end of the risk/reward scale, but it has outperformed my expectations. Following the news, it is amazing just how many fingers they have in so many pies. I am expecting that once its first year is past, it will start to pay a reliable dividend and make a valuable contribution to portfolio income. And, yes, I think it is a competitor for ITM, but the market is big enough for all to take a slice!

While I don't think it is likely that AFC will be taken over by ABB or any of the other players mentioned from time to time, I don't think it is possible to totally rule out some form of take-over. If we can see the upside to this company, then so can the institutions, even if it is yet to show a profit.

I'm still smarting from ISAT being bought-out by a consortium of Canadian pension funds and taken private back in 2019 - a market-leading British technology company with a market cap around $3.4bn, but showing around $200m in annual losses at the point when it was taken private. AFC is small-change in comparison.

I suspect that the market is indifferent to news of a VRS mask, and I would doubt if many investors invested in Graphene stocks because they wanted to invest in PPE and up-market sportsgear. In my mind all of this is akin to buying a Rolls Royce branded key fob or a Range Rover T-shirt - it's a side-show and we are waiting patiently for the main event.

Shell year-end announcement is due tomorrow, Thursday 4th February. Widely expected to follow the other oil majors and show a poor final quarter. If they had good news to announce it might take the edge off the figures and be included in the forward-looking portion of the report.

Jimmynan, Thanks for the clarification! It would have been good news either way, but even better this way!

Jimmynan, I'd be grateful if you could clarify this a wee bit for me. You say "Zeus capital have raised their fair value from 74.5p in November to £1.91." Can you clarify whether this means that they have raised the valuation that they last made in November '20 or that they are suggesting that will be the fair value that they are predicting for November '21?

Satellite, that Birmingham link is working on only 13% of vehicle sales (by powertrain) in 2030 being EV and (see Fig 5) an actual growth in sales of Diesel vehicles. How can that be? If they are that badly out on their sales projections, I'm not sure I can put too much faith in the rest of their work...except to conclude that, if anything, the problem of supply of rare minerals will be much, much worse!

Did anyone notice the £2m sale that went through at 10.06? Surprising that the share price held up through that as there have been relatively few decent-sized buys, perhaps it was one of these that has been mis-allocated as a sale on LSE.

Hope nobody was relying on the share price quoted further up this page! It seems to have remained stuck at £6.20 from mid-afternoon even though the closing price was £5.85. The Technical Chart has it correct, but not the historical chart. Wierd!

https://www.lr.org/en-gb/manufacturing-industry/shipping-containers/

Lloyds Register run an ISO Container Certification scheme, so this is presumably just the certification mark on the container.

Further info on the GeoPura/Siemens link. https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwieuo_GjbzuAhVQhlwKHXLhA6QQFjALegQIERAC&url=https%3A%2F%2Fcpnonline.co.uk%2Fnews%2Fconstruction-world-first-from-siemens-energy-and-geopura%2F&usg=AOvVaw14mtz_R9A3l1L2qvK1avd4

GeoPura is interesting - a single-director company set up last February and 100% owned by the director. Essentially in the business of project managing the provision of off-grid charging stations in collaboration with Siemens. Presumably this is using Siemens kit?

Retired fossil-fuel power stations tend to be very dirty sites with huge site-remediation costs on demolition on top of the huge demolition costs caused by the age and robustness of the structures. I would hope any company of ITM's size would stay well clear of accepting this type of property risk. Fair enough to locate on a redeveloped power station site but not as prime developer.

Well, the cork is now out of the bottle - the MV Zwerver, that was behind the St Helena has left the dock and is heading for the Gwynt Mor wind farm - presumably with kit for installation there (Siemens turbines if, like me, you are also invested there!). So its co-location with St Helena was coincidental, although underlining that this is a suitable site for dock-side warehousing and loading.

I found this bit interesting: "helping to assure safer air travel for 1.7m passengers per year across eleven airports". That looks to me as if it relates to Highlands & Islands Airports Limited (HIAL) who are currently engaged in a project to redesign their air traffic management across their suite of 11 airports. As part of this they plan to move away from the current situation where every airport has its own control tower, in favour of a remote tower approach. As you can imagine, this is contentious as it may remove high-paying jobs in remote locations in favour of centralisation in Inverness. But this seems to be part of a general direction of travel towards modernised air traffic management and the required IT solutions would appear to be well within the existing capabilities of TP Group, so a very useful string to its bow.