Member Info for Malik-

Read the following: carbonate p in China +37% in Jan(!)
This is going to be explosive. Hold on tight to these shares.

https://m.timesofindia.com/auto/cars/lithium-price-bust-turns-to-boom-as-electric-vehicle-sales-soar/amp_articleshow/80597769.cms?__twitter_impression=true

Read the following: carbonate p in China +37% in Jan(!)
This is going to be explosive. Hold on tight to these shares.

https://m.timesofindia.com/auto/cars/lithium-price-bust-turns-to-boom-as-electric-vehicle-sales-soar/amp_articleshow/80597769.cms?__twitter_impression=true

Read the following. I understand H2Green Mgt will also be offered equity in Getech, meaning they share the upside.

“ In the event that the Option is exercised, Getech will acquire H2 Green for a total consideration of up to £1 million, with phased payments structured around satisfaction of key performance milestones and with a material equity component to ensure alignment between H2 Green management and Getech shareholders”

They have a website:

https://www.h2green.co.uk/

Our new Chairman...
Thanks for the heads up. Very helpful.
He looks like an incredible choice.
He confounded Nasdaq internet telecoms company J2Global. It’s a $4.5bn mcap now... that share p chart says it all.

And again...
I own AFC Energy and it trades on 30x expected sales.
Easy to see that £5m value currently assigned to hydrogen project in this stock is a joke.

Yes until the thick investor base wakes up to the fact there is ZERO reason why this stock should be be ok trading amongst the highest market caps on the space.

They have an MoU with UK gas grid operator with £6bn of assets! This is the KEY.
Do you know how much gas operators are ready to spend to renew their grids to make fit to take on hydrogen? Or to buy hydrogen cos?
Have a look at Italian gas utility Snam. Their plans for hydrogen.
Also look at how much they bought their one third stake in Hydrogen player De Nora. Ev valued at €1.2bn
There is a structural move by gas operators into hydrogen, because natural gas is doomed.
This is super exciting, and the market is totally missing how big this opportunity could get!

My Key ARB Financials at $37k Bitcoin p (2022 basis):
Revenues: £83m
Gross profit: £55m
Net profit: £38m

Mining margin: 78%
Net cash: £65m (20% mcap)

Trading currently at:
8.5xPE
5xEBITDA
12% cashflow yield=>BIG dividend prospect?

UNDERVALUED

Exactly. It’s effectively trading around book value, now, post the hydrogen announcement.
What’s interest is that 1: the company is net cash of around £2m at June.
It’s legacy business is self funding, ie it’s operating cashflow funds it investments = no need for placings. And the legacy business had reasonable margins.
This stock IS CHEAP, with solid balance sheet.

From proactive interview
Listen at 8m:25s

Sounds to me like it’s growing to be a transformational year.
First stop for me: £700m mcap!

Agreed.
The market cap increase since the deal was announced?
£5.5m
The market is totally missing the upside to valuation multiples you get from moving to a hydrogen play.
DIRT CHEAP

Hm 12k buy earlier.
I wonder what they see in the stock

ONTO 50p!

We have added a mere £6m to market cap since the announcement of the hydrogen deal.
People are missing how significant this really could be for the company.
Stock here implicitly discounting a contract value between H2Green/SGN resulting from MoU of no more than a few hundred thousands £.
This is TOO conservative, given the scope of the project described.
This should re-rate to MULTIPLE TIMES for here. First stop 50p.

Reminder MoU mentioned above entails: (it’s a GAME CHANGER)
regeneration and redevelopment of SGN's (one of LARGEST gas networks in UK - assets in billions £) extensive land portfolio to create green hydrogen hubs to facilitate hydrogen generation, storage and retail for buses and HGVs.
o An initial focus list of 30 potential hydrogen hub locations has been agreed.
o In a UK first, the parties are also exploring the feasibility for green hydrogen, which would be produced on site, to be stored in redundant gas holders.

Yes on cash burn and leeway.
Disagree though. We just saw the ease to obtain funding at its peer a few days back!

And 10% of short interest.

With what we’ve witnessed at AMC, and Cinemark at close to pre-pandemic level already; Cineworld is THE cinema stock that offers still SIGNIFICANT upside.
I expect this stock to catch up fast therefore.
Funded til May at least, and we saw the ease of obtaining funding from its peer just a few days back...

Forget the technicals/RSI.
Yesterday’s news is a TOTAL game changer.
Again, we should already be trading at 50p. Incredible that we were down to +9% earlier this afternoon. I added of course.
Focus on fundementals!

NO BRAINER entry point.
We have only added c£5.5m mcap on the back of the announcement.
Based on enterprise value/sales multiple of 15x - as i describe above - implicitly, the market is only discounting here possible revenues of £400k to H2Green from SGN Mou. That’s TOO conservative.
SGN is a huge player in has networks and the upside to that is considerable.
Needs to ALREADY be at >50.

Time to load up on this one!