RE: Entry1 Feb 2021 14:34
@Dr.Anomaly - You asked what was the single thing that made my decision. In the broadest terms, I am seeking exposure to the Hydrogen boom. Unfortunately, I don't have much firepower so could only take up a small position. However, being up front, I have also taken a small position elsewhere in the "Hydrogen Economy" to spread my eggs about (specifically, AFC Energy (AFC) and Cummins (NYSE: CMI)).
Why PHE? The same reason as my other two hydrogen plays. The tyres are already hitting the road so to speak. There is a route to market and financing. I have confidence in their ability to deliver. Hopefully not misplaced! :-)
Best
Mr T