Member Info for NW-Dude

If this Iran business continues and impacts the production of aviation fuel, how much of an impact will that have on flying hour and RR revenue?

I believe some countries are already putting contingency plans in place to reduce fuel consumption?

I intend to hold what I have currently until £3 then reassess, depending how quickly that target arrives. Which if we get a few RNS’s drop could be really quick. The next target will be £6, which again I see as achievable in the short to medium term (2-3 years)

Like other holders I too want to retire early and still have a mortgage.

GLA

Great post InvGeo thank you for sharing.

I note the original post author only focuses on aviation. It worth also including SMR as a potential consideration too, in terms of a “green” (allegedly) energy source to power the electrolyser. There is also potential for Hydrogen as a fuel for RR power systems equipment if this hasn’t already been developed.

So many synergies and potential for collaboration.

It’s a shame RR moved out of marine power systems, huge changes hitting the shipping industry in the years ahead with no front runner in fuel or power source. The days of dirty bunker oil are almost done.

GLA

I think you’re spot on bilbo, EV trucks just don’t have the range or torque for long range or heavy haulage. I expect good uptake of EV light haulage (up to 18 tonnes) for inner city or areas multiple close conurbations.

I did my dissertation on the economic and sustainability aspects of multi modal transportation. Unfortunately unlike Europe we have a historic railway system, that suffered years or neglect, lack of investment and challenging topography.

Looking forward to the morning

GLA

@ Goldfinger I certainly do!

I didn’t buy a large amount of shares, following the principle of only buy what you can afford to lose. My initial price target was £15 but I have moved up to £20 due to pace of progress with SMR. With added boost from defence and power unit division providing back up to data centres. Obviously flying hours may be affected with recent turmoil but aviation figures are on the up.

I don’t need the cash yet so just letting it grow

@troublesome I agree.

This share has struggled due to shorters, climate change sceptics, lack of infrastructure to support a new fuel type and no doubt oil company lobbyists.

In the space of 1 day, ITM gained a substantial government buy in and signed a cooperation agreement with Rheinmetall to supply NATO. Which caused the share price to double.

For me this is a huge catalyst, let’s just remember ITM turn water into energy. As a citizen or a business what is your biggest cash outflow (after tax 🤬🤬), its energy, and just to reiterate because I love science energy out of water 🤩

I was fortunate enough to get on board RR sub £1, and still have my full holding, unfortunately I wish I would have bought more and not invested in PFC 😩😩.

I know everyone has their own risk tolerance and budget, and people ask questions to validate their beliefs or assumptions.

But let’s all keep calm and firstly watch the shorters squirm on Monday and then settle back and enjoy the journey.

If it’s anything like RR it’ll be something special.

GLA and enjoy the weekend

I had a similar situation and my advice is

1. Don’t argue with them they are emotionally invested in their beliefs.

2. Limit your exposure for your own mental wellbeing

3. When you do speak with your friend, be curious about the origin of their beliefs in a non judgemental way, ask what evidence they have for such a belief.

If non of this works hold this share long term, take a top slice when it reaches £10 and get an orange spray tan. Your friend will kneel before you 😂😂

Hydopulse will be the artery that links everything together. The possibilities are limitless across Europe and beyond.

Well done all at ITM for your hard work, determination and development of great engineering products and good luck everyone who is holding those golden tickets.

Is this a done deal or is it worth holding for a few days to see if anything else develops in terms of a counter bid?

Are you advertising for views? Is that allowed? I'm sure it's all interesting content but not sure pushing content so your YouTube channel gains revenue is what this message board is about. Especially as your content may be deemed financial advice to some novice investors.

Is this the end of the bidding for our great catalogue?

Merck is just swapping seats to become chairman with Mr Katovsky the current chairman now becoming CEO.

Hypnosis looked a good investment when I bought in a few years back, but greed brought Blackstone in and it all went down the toilet. GLA

Some good posts on here today ref UK brokers and holding POLY after redom. Great work, I will give Iweb (Halifax/Lloyds) a call tomorrow and see if their stance has changed. The golden goose may not have flown.

Sorry the event is tomorrow but you need to register today

Morning all, apologies for short notice but the is a free RR SMR webinar today at 12.30 you just have to register on eventbrite.

https://www.eventbrite.co.uk/e/nwa250523-north-wales-small-modular-reactors-snr-tickets-636508131957

@ bilbo & tennents thanks for the info, obviously Sturgeon had other priorities

Which brokers are still allowing purchases?

Thanks for the responses, there were a few points I hadn't considered. Especially on future actions resulting from the split.

@ jotom I sold before it hit 225 and made a profit.

I will continue to follow POLY and hope I can get back in when the dust settles.

GLA

Has anyone seen any updates on the Glasgow electrolyser construction? Last I saw it was in planning but that was two years ago.

TIA

I made the difficult decision to sell my POLY shares today, have been had over with POG I was seeing similarities IMO.

I did read the info POLY sent out and checked out the Kazakh exchange website and the various brokers that are available which has left me with this question?

As POLY are already listed on AIX is one option to liquidate your LSE shares, open an international broker account with any of the examples provided by POLY. Then buy the AIX listed POLY shares ($3 per share).

All this bs from UK brokers, changing to paper certs and the vote seems a lot of faff.

This is not advice, ramping or deramping just a question from a private investor who is a bit miffed at giving up their golden goose.

As is often repeated "seek financial advice" everyday is a school day, that doesn't mean you should loose your dinner money.

Good luck all