Bought back at 1,329. Fundamentally believe in the business and don't normally duck in and out but expected ITM to take a hit today (based on estimated income problems) and Ceres to follow.
I sold 1/2 my holding yesterday (and 1/2 ITM) to 'protect' against a possible fall today but wasn't expecting this big a drop, trying to find the bottom!
A very good development for FSFL - to be able to invest in commercial batteries. It's the way to go and can be very value creating (if optimised correctly!).
I was sucked into Ceres at the time of Brian Count - and like you Siddo got out 'too early' and moved my money into wind and solar... both are doing well; but back into Ceres (and ITM) now. I fundamentally believe in hydrogen - it's just about the timing!
I doubt that Cowie knows anything ahead of any results. In my opinion he is doing what any 'professional' investor does - which is to balance the portfolio if you become too long in one equity/industry. As he did with Fevertree (twice) some time ago.
A July 31st report: ''On a modestly favourable penetration rate of SteelCell in the stationary power market, Berenberg gets to a price target of 580p, but full penetration moves the number to 2,000p or 400% upside.''
Boris has pledged that LFTs are to be made in the UK for the 1st time - he said this during a visit to the lab at Porton Down. ‘the UK is set to make its own within months’.
Compulsory virus testing at work - Denmark25 Nov 2020 11:36
Companies in Denmark will (from 1st Jan) be able to force employees to take Covid tests under new laws passed this week. This will be a legal requirement for the period 1/1-1/7/21. These are to be paid for by the employee.