Member Info for Malik-

Trading on bombed out valuations.
Normalised multiples once Texas facility is operational at current Bitcoin p:
Below 5x PE
3x EBITDA
15% cashflow yield

>30% derating since mid Feb, despite flat Bitcoin can’t be justified by +40bps in bond yields.
Sell off OVERDONE

The problem we ve faced with this stock is radio silence from the company.
I have contracted them about this.
They need to do an interview.

Helpful thanks.
I struggle to understand why the company doesn’t come out themselves to announce those points on tape, in an official interview.

Pro forma cash post capital increase is 45% of mcap!
Ridiculously CHEAP.

UNDERVALUED. I’m targeting low case of £4.5/sh at $56k Bitcoin.

My updated forecasts once Texas facility is built, at spot Bitcoin, and accounting for better efficiency as just described by CEO, point to net income near £200m/yr, I calc.

Trades on:
6x PE
4x EBITDA

This is KEY:
“ . As the Member States are finalising their national recovery and resilience plans, I encourage them to include investment in raw and advanced materials.”

I wonder what Germany will be including as investment in raw material plans... hmm

https://ec.europa.eu/commission/presscorner/detail/en/SPEECH_21_1142

“ Second, it is essential to strengthen the local sustainable sourcing and processing of raw materials used in batteries as well as local production of key components that determine the performance of lithium-ion batteries.

This calls for significant investment and greater mobilisation of public funding. As the Member States are finalising their national recovery and resilience plans, I encourage them to include investment in raw and advanced materials. Cohesion funds are another source of funding to consider.
The EIB's involvement is decisive here to de-risk raw materials projects, leverage additional private money and effectively, to close the estimated financial gap of 15 billion euros by 2025.
The Commission, for its part, will launch a Roundtable on the environmentally and socially sustainable raw materials mining and will publish a set of EU principles for sustainable raw materials to guide industrial action”

Noteworthy Commentary:
“Following the Company's exercise of the H2 Green Option, as described above, the increased funding available through the Placing and Subscription and Open Offer will allow Getech to progress hub locations to the point of asset-level investment and construction, whilst also maximising the Group's exposure to this significant opportunity.

Getech's proposed acquisition of H2 Green demonstrates Getech's adaptability and the ambition, scope and materiality of the Group's zero-carbon business development activities. Scoping economics indicate that each hydrogen hub has the potential to generate multi-million-pound annual EBITDA.“

Transformative amount; discount could have been worse.
Disappointing however to raise at the share p lows- when they could have raised at c2x higher share p.
Done now, significantly capitalised & undervalued and turning point for co.

The market of revamping the UK gas into hydrogen network is a c25£bn opportunity.
They just need £1m sales contract to justify a 50p valuation.

https://www.energynetworks.org/creating-tomorrows-networks/gas-goes-green

The Getech story is rather focused on the transformation of the Uk gas network into a hydrogen capable network; as well as hydrogen storage solutions.
This is a huge national program, and the first in the world; called the Britain’s Hydrogen Network Plan.

That’s fine.
I am sharing my findings and calcs.
They can run, and will be coming back when the shares have doubled.

Financing sorted as rates on the way up is a good move.
Now trading below 8x PE, and debt free.

CHEAP entry point.

So H2Green was only formed in June 2020, I am seeing.
And since they managed to get and MoU with one of the largest Uk gas networks, which promises to invest in its know-how.
This very rapid development shows not only that H2Green is a serious counterpart; but show how quickly things can move from here.
Again, NO BRAINER entry point.

BIG undervaluation.
This stock is worth at least 50p.
If you assume they gain a SINGLE million of revenue from the hydrogen opportunity that adds £10m alone to valuation and so takes us to 50p - based on higher multiples and margins for this space.
This is NO BRAINER

‘Multi-million’ UK hydrogen opportunity here actually discounted at NEGATIVE VALUE in stock.
At peer multiple of 9x EBITDA, legacy business alone is worth >£10m so more than mcap - and dynamics for this latter are improving given high oil prices.
Sell-off overdone.

No one has updated by RNS on the matter as far as the stocks I look at...

Yes as well as the announcement of an innovation fund to provide funding for low-carbon technologies and systems.

It will be 80 mid April/early May.
When the whole world sees the brand name on Tv.

People are selling anything that’s high growth and that performed well last year. I understand, though it’s now overdone.
As to AFC, agains, its now HALVED from peak, are a £300m mcap not in the billions as peers. We have a target market size probably in the hundreds of billions if not more.
The journey has just started for the company, and the key catalyst which will showcase the company to hundred of millions of people around the world is right around the corner.