Member Info for Malik-

Updated valuation chart in link below. Trading at ridiculously low multiple vs peers - which is clearly unjustified given a) we are M&A target and b) our geographical location and proximity to EMH.

Saw technical sell off again -
now technicals are no longer overbought.
Great entry point. BUY

https://twitter.com/malik49977264/status/1414863947623243776?s=21

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(Assuming $15k hydroxide)

80p at M&A multiple/or offtake.
See the chart in thread I posted a couple of days ago.

And I should note:
All the calculations I have shown in my charts so far are based on $15k hydroxide - so below where spot is. As such, the valuation multiple we actually currently trade is even lower - ie stock even cheaper at spot price!

*current hydroxide prices 40% higher than those assumed in Li companies’ studies.

A/c to Platts Hydroxide p now at $16.5k! (Carbonate at $13k).
FYI, lithium companies’ p(fs) were by and large done assuming a price 40% below that.
So you get the idea of upside vs published NPVs.
Experts talking of $20k by year end.
POSITIVE.

I doesn’t need to be Vulcan.
There are French players in geothermal -
And Peugeot being French could well be with a French co.

https://twitter.com/ukhydrogennow/status/1412785199130292225?s=21

What do you mean where?
Check the US 10Y.

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Don’t get drawn into this weakness. This is BUYING OPPORTUNITY.

Interest rates are cratering - now at the lowest since February.
This is HUGELY positive for valuations of a growth sector like Hydrogen.
Yet, we continue to trade well below the peak of earlier this year.
H2 will be filled with catalyst: 1) product catalysts, 2) ExtremeE continues until October, 3) COP26 takes place in Glasgow in October which will be a key catalyst for the sector as a whole and 4) the Uk govt hydrogen strategy could be unveiled any time.
This remains the CHEAPEST hydrogen play - with expectations baked in assuming we only ever attain a 0.15% market share of diesel generator market and nothing else - and we trade below the level at which ABB bought in.
I have written numerous times that fair value here is £1.3bn, on what are still conservative assumptions.
BUY

ONE STEP CLOSER TO COMPLETION OF BCN TAKEOVER BY GANFENG => Positive for ZNWD.
China authorities approval was a KEY pre-condition and it was just satisfied.

As a reminder, the offer by Ganfeng for Bacanora values Bacanora’s Sonora project at c60% NPV.
We are trading at 17% (which remains the lowest by some margin amongst key lithium stocks).
Plenty of upside left: 80p fair value at offtake or M&A valuation.

Welcome back ;)

Thanks. I am confident because it is ridiculously cheap. ~40% of mcap is cash. The legacy Getech business is assumed by the market to never recover (yet it is: we ve been seeing new significant point in time contracts signed - contract types which had virtually vanished in 2020 because of lo downs and low oil p). Meanwhile the hydrogen opportunity is valued a barely anything by the market - yet they now have 3 MoU, two of which with heavyweights, with plenty of financing power. I also like how much they ve been delivering since I bought into the stock following the H2Green takeover. Since, they 1) signed 2 serious MoUs on hydrogen , 2) improved the board quality, 3) are delivering on new legacy contracts.
So, to me this stock has a (very) assymetric risk/reward profile; with the skew heavily tilted to the upside. What’s the downside?
Then to answer you question:
Please read the post I wrote recently about the takeaways from the Investor call of early June. I also strongly advise you to listen to that call where your question is addressed in detail.
In a nutshell,
-Funding for sites at asset level. Funding partnerships include Government (via project grant funding); Strategic partners (including but not exclusively SGN - oil&gas majors and utilities increasingly interested in space); and infrastructure investors.
-SGN agreement gives SGN option to take an stake in each chosen site.

Recording at link below:

https://www.sharesoc.org/seminar/sharesoc-webinar-with-getech-gtc-9-june-2021/

Once more the market has no clue about how to gauge the relevance of the recent news for this company.
The company won 3 new events in the last 14days.
Year to date til mid June, they were booking events at a rate of 4 events per month - now we are at 3 events in 2 weeks or 6 events per month. That’s a 50% increase in activity!
Meanwhile, Singapore is a key contract since it’s the first contract won in Asia so far this year- inflection point?

This is THE ONLY COVID RECOVERY PLAY I KNOW OF FOR WHICH THE SHARE P NEVER RECOVERED FROM ITS COVID LOWS LAST YEAR.
BUY

Usual low quality technical derating on overbought RSI.
Stock still too CHEAP, Fundamentals solid.
BUYING OPPORTUNITY

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https://twitter.com/malik49977264/status/1412322771225485318?s=21

Getech is trading on ridiculously low valuations.
When you compare to fuel cell or electrolyser manufacturers…
AFC for example trades at £500m market cap and will this year be booking less than £1m of revenues.
So as with Getech on hydrogen, AFC only really has MoUs at this stage.