Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
We know so little about any contracts, other than a mention of Fender, and I worry that the staff cuts might not leave enough people to take the work forward. Now looks at risk of being decidedly frothy to me and a lot of confirmation bias in the BB posts, so I sold 80%.
I think JOG is an excellent prospect, less risky than my other oilers, and await the next share price upcycle. The current dip is fine, it's just inter-news boredom and happens to all my AIM stocks. I think some posters are exaggerating timescales and rather spreading doom and gloom. They didn't say "thousands of options". If still low next pay packet, may buy more.
This is making me queasy. The one advantage of HUR is, absolutely tiny spread so if you want to de-load or get out for a while and get back in when you believe and hope that slumping is over, you at least aren't hit with a nasty spread effect when getting back in at, you hope, a cheaper price. We need to know more about the water issue but I expect it will take 6 weeks or more to know. Nerve wracking. I first bought HUR at 22p and they have been a delight. I don't like to see it heading back to where, for me, it began. 2 genuine experts cautioned me early on about the possibility of sustained flow rate being poor from a granite reservoir, which helped curb my tendency to be over exposed to this stock. I am glad of that advice now. I never dared hold too many but.
https://www.ibm.com/blogs/research/2019/12/heavy-metal-free-battery/ IBM Research announced that it has created a new battery which removes the use of heavy metals with sourcing concerns in order to “transform the long-term sustainability of many elements of our energy infrastructure.” The company stated that initial tests have proved that the battery can be optimised to surpass the capabilities of lithium-ion batteries, providing lower costs, faster charging time, higher peak power and stored energy per unit mass, strong energy efficiency and low flammability. Additionally, tests have also found that the battery can be designed for a long lifecycle. // this new battery design exceeds more than 10,000 W/L, outperforming the most powerful lithium-ion batteries available. // they don't say what it uses, I am sure still a bit of lithium but less lithium than in a Li Ion, and now used with other undisclosed components (which don't include Cobalt). They are working with Mercedes Benz to try and commercialise it.
So to summarise : https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/EDEN/14375244.html
Sustaine is Eden’s encapsulation technology that doesn’t use microplastics, it uses biodegradable micro-spheres derived from yeast as a slow release mechanism for other agenda … and at last sustaine has been trialled in 2019 without us knowing by a major seed treatment firm, Corteva, that was the agricultural unit of DowDuPont prior to being sold off as an independent, annual turnover $14b, and they liked it enough to enter in an exclusive agreement (announced today) with Eden for more tests and marketing that will lead to Corteva selling sustaine across the EU, Russia, Ukraine and Turkey.
Well that sounds great to me. People (Eden has been under water for ages if you bought at the recent high 14p, and some must want to get their money out) must have sold into the rise heavily very early on curtailing it*, but I hope for more rise later (who knows).
I hope they keep the good news coming.
* I can't see these sells today, but the price track tells its own story. Most of my own sells and buys on Eden never show up as trades, and sometimes trades seem to only be put up many hours after they were made or even the next day, far more so than for other stocks, so I no longer trust Eden trades as shown. I just look at the price, and "go figure".
Approved yes for use but getting official organic certification is really hard and bureaucratic I believe. So this is wonderful news. It removes ambiguity that would have previously prevented organic practitioners from using Eden's products, because every single thing they use has to be officially organic. Now they can all start to use any eden product based on these 3 active ingredients for organic products.
Nano's response saying no restrictions warranted on indium implies they use it. Oko institute is gold plated voice of scientific environmentalism and adviser of public bodies across Europe, so their recommendations are good. It is cadmium for displays that we want banned and I feel sure that it will be banned in the updated ROHS
I think Boris will tend to stick to what he said, and that we are now stuck with a moratorium on fracking. I can imagine that firms MIGHT be able to come up with convincing new evidence to overcome it but if they did that would only be received after at least 18 months. Public opposition to fracking had grown and that includes in conservative held constituencies in the bowland area. The scaremongers have won. However IGas has fair value from conventional operations which underpin it at about 33p. Above that is hope value. Longer term I think it slightly more likely than not that at some point the available revenues mean that some government does permit fracking. This allows for some hope value in the IGas SP, which I believe is already partly present in the price. But it is not certain, and I do not expect the moratorium to end within the next 12 months.
I do see an unusual proportion of larger sells in the £10k even as high as £50k mark, so I now accept the theory that there may be a distressed seller, which could be the individual who has been suggested who was holding 9%, and who did badly out of Mothercare.
Electrolysing hydrogen at ambient temperature is in reality 50% efficient. Fuel cell 80% efficient, so if the H2 is used in a car 40% of your wind or nuclear electricity is lost, it's appalling. The idea of a hydrogen economy is best kept in the dialogue of a 1970s Dr Who show (Terry nation used to add it into Tom Baker's dialogue every now and then). If you do it with high temperature heat from say a suitable nuclear reactor (which we don't have, though it is feasible) then 80%. Pop the leccy into an EV and you end up with 95% of the energy taken as charge, back at the wheel motors for real motive power. Now that's progress. The lib Dems and conservatives want every home to have an electric heat pump, so that for every 1 kWh of leccy taken from the network, you get 3 kWh of useful heat in the home. Pop the same 1 kWh into an electrolyser and you get 0.5kWh of hydrogen energy, pipe it perhaps admixed with methane (=hithane) to the home (cannot exceed 8% in the mix of H2, due to embrittlement of the inner surface of the metal gas pipes still used in most LDZ networks, plastic replacement program due to complete 2055)...and the 1 kWh of electricity that went to the electrolyser is now in a 90% efficient condensing boiler, giving you 0.45 kWh of heat in the home. Thinking only of the hydrogen, imagining a pure hydrogen boiler if you like - you lost 55% of the electricity's energy. But from a heat pump you'd get 3 kWh so you gained 200% on your starting 1 kWh of electricity. As the late Professor Sir David Mackay used to say, and does again in his final interview on you tube (Google David Mackay final interview), pay attention to the numbers !!!! The science matters. ITM Power also claims to make slightly more efficient electrolysers, its share price has been all over the place since 2008, I held some and some AFC. ITM power is down today along with AFC. The lib dems are backing a heat pump in every home, not the hydrogen scam. AFC and ITM are still OK to trade, lots of volatility thanks to being frothy and "fashionable" with a band of believers, but they are like other past-fashionable stocks like KOD, UKOG, BNN and Lionsgold, not stock to hold long term because long term their prospects evidently aren't good. My long term safe-ish holds right now are eden, nano, and jog.