Member Info for perkylad

...I've been wondering whether the lack of news could be to do with their defence of the court cases too...

.. on the 25th feb.

Blackmore above 3% now so maybe we'll be getting a positive surprise for a change?!

Ha showing your age there!

Yes was thinking along similar lines.

They are investing heavily in new capacity and people and are at infection point in terms of the required investment not yet having produced results yet and the future upturn in hydrogen as a clean and viable fuel. I think it's been talked about for so long that as lot of people have given up on H2 ever gaining traction hence the long downtrend.

I think H2 time is arriving soon and recent data on the increasing uptake of EV's is reassuring too...(even tho competing tech)

Ha yes that's impressive! Think the drop today is a bit overdone considering the forecast is roughly unchanged tho.
I'm tempted to try and trade any bounce up from 458...

Yes that looks encouraging and analysts revenue of 56M penciled for end of 19, solid hold from here on for me...

From the last half year statement...

'...Whilst the market conditions for Smart Audio have been difficult, the Board believes that the Group is well-positioned to address the longer-term opportunities in this sector. Â Frontier is currently the only system integrator to support all three major ecosystems (Google, Amazon and Apple). Â The Group's first voice-enabled solution, Minuet with Google Assistant, reached mass production in Q2-2018. Â In Q3-2018, Frontier launched its new 'Works With' solution, which will allow Smart Audio products without their own built-in microphones to be controlled via voice-enabled devices from Google, Amazon and Apple....'

Should have a trading statement later this month. I've bought a few more on the basis
that there's a lot of bad news in he price already and i'm expecting an improving outlook...

'Protecting Eaton's intellectual property rights is critical to its ability to compete and succeed. The Company owns a large
number of patents and patent applications worldwide, as well as trademark and copyright registrations that are necessary, and
contribute significantly, to the preservation of Eaton's competitive position in various markets. Although management believes
that the loss or expiration of any single intellectual property right would not have a material effect on the results of operations
or financial position of Eaton or its business segments, there can be no assurance that any one, or more, of these patents and
other intellectual property will not be challenged, invalidated, or circumvented by third parties. Eaton enters into confidentiality
and invention assignment agreements with the Company's employees, and into non-disclosure agreements with suppliers and
appropriate customers, so as to limit access to and disclosure of proprietary information. These measures may not suffice to
deter misappropriation or independent third party development of similar technologies'

Is this delay not to just let the new auditors get up to speed?

update and now they're going to get rid of 'plastic' in their name. Can't be bad!

AGM in 2 days, some news leaking about the special resolution...? Maybe a delayed sell this morning yet to surface,,,,?

I haven't read thro this link but i post because i remember finding quite a lot of info on this topic when i last looked. I believe there are no insurmountable issues with adding renewable H2 to natural gas and therefore would expect the trial outcome to be broadly positive DYOR

https://ieaghg.org/docs/General_Docs/Reports/Ph4-24%20Hydrogen%20in%20nat%20gas.pdf

Back in here. End of year eps growth 10%. P/e 11 plus yield 4.1% looks reasonably priced with some upside potential too....

They don't mine coal but i think you mean that (similar to mining) burning coal is becoming obsolete for environmental reasons and therefore ex growth and declining profit?

I agree that burning coal will eventually end, but unfortunately for the environment, probably not before a lot more power is produced by burning coal. That means income that can be invested to generate more power from clean sources. That's what power companies are doing and that's why it's worth something. Hardly a convincing investment proposition, but there is already a big discount and OPG has wind power assets too.

I agree with your sentiment tho and wish the switch to invest in environmentally friendly power sources was more urgent and profitable.

Atb.

....and then buy a shed load more before i report back!

No problem. Maybe i'll book a test drive and have a look to see if Cap xx is stamped in large letters on the side of the capacitor modules....

Really??

https://www.cap-xx.com/investors/

https://www.telegraph.co.uk/cars/news/riversimple-rasa-second-generation-hydrogen-fuel-cell-car-launched/

If full year (Mar 19) eps is still expected at approx 4.8p (+7%)... then a forward P/E of 6.7 looks fairly unchallenging.
Probably good for a bit more of a rise yet....

Solid company but as you say off radar to many and the word 'Plastic' is gonna put people off in the current climate. Identifying overlooked companies can be a good strategy if you don't mind the wait.
Double digit turnover growth expected here (as over several recent years). good II support and director shareholdings. Could do with the div back tho...