Member Info for petesays

AI summary of today's Auctus note: "Zephyr Energy expanded its Utah acreage, nearly doubling its leasehold, amid rising industry interest driven by regional energy demand from data-center developments. Existing reserves are based on 20,000 acres, with upside potential from new land and helium exploration. Key catalysts include updates on funding, partnerships, and resource assessments, supporting our £0.16 target."

Another AIM hydrogen wannabe, Eqtec, was granted patents and deployed licenses for its proprietary syngas and gasification technologies. Its business model shifted to an asset-light, licensing-focused approach, allowing partners globally to license its bespoke reactor designs and computational modelling for waste-to-energy projects. It rebranded into the mining business Forgent.

This should be explained to investors then. As with everything else, they'll forgive a lot if you're open and honest.

I'm staying with FTC because it appears well run, has good positions in both defence (established) and space (wild-west) industries, and for the admittedly illogical reason that 25 years ago it topped £20. Current falls can't have been helped by two not-insubstantial recent director sales.

Sceptical view by tech commentator Andrew Orlowski in The Telegraph https://www.telegraph.co.uk/business/2026/05/25/spacex-investors-beware-musk-mars-plan-pie-in-the-sky. Whether he's right or wrong, Filtronic needs to widen its customer base to maintain this level of investor interest.

I sold my modest holding when it neared £20 in 2000 - contributed to my buying a house in London. I certainly don't predict a repeat but valuations of its biggest customer's prospective IPO are getting toppy https://citywire.com/investment-trust-insider/news/how-funds-value-spacex-vs-stratospheric-ipo-expectations/a2488716?refea=422498&link_id=2167045

Is AVCT led by a high-quality, motivated team, committed to long-term growth as an independent UK company and delivering value for shareholders and customers, or a group of luke-warm time-servers who, come the time, will sell to the highest US bidder ... or something in between? I ask as a LTH who liked the pitch under the old management and has noted recent rises Thanks.

Buying in smaller, gradual increments allows fund managers to 'test the water', also build positions without driving up the price of a stock, especially when trading in illiquid, small-cap companies.

If you don't trust the board, which clearly you don't, sell.

I like Nassim Nicholas Taleb's "barbell" investment strategy - putting the vast majority of one's assets in extremely safe investments and a small portion in highly speculative, high-risk, high-reward opportunities, completely avoiding the "medium risk" middle ground. For me ZPHR is in the highly speculative, high-risk, high-reward category. Happy new year.

Is Musk the only sizeable customer and given his mercurial approach how vulnerable is FTC?

CPRs are fantasy, Papa. Production is fact. And I believe, or at least hope, I speak for many when I say I've no interest in an early sale of this company, and certainly not at 10p.

Good read by Mail's Jeff Prestridge: https://www.thisismoney.co.uk/money/investing/article-15248481/RIT-CAPITAL-PARTNERS-Returns-solid-racy-performance-figures.html

Ebbs, I'd guess they can't say 'operator' as their most productive assets are non-op, and 'platform' makes it clear they're seeking partners. Utah, home of Paradox, is a Rocky Mountain state, so it's a pretty accurate geographical description, and I'd expect anyone remotely interested look below the headline.

Clever, transparent move, creating a market on this news: "We have opened a data room with multiple potential partners currently reviewing the project data. The completion of the CPR will now enable more substantive discussions to take place."

Could be this news from 23 Sep: https://www.electronicsweekly.com/news/business/ensilica-and-codasip-hook-up-on-cheri-2025-09/

Https://moneyweek.com/investments/small-cap-stocks/small-uk-industrial-stocks-are-hidden-gems

He's right about gas though. Even UK is waking up to / remembering its vital role in grid supply and balancing, with low GHG emissions vs oil.

For me, no news from a board that's active by nature is actually a good sign.

Kenny do you mean to the full List? I'd object to any move from London as my holdings are in ISA and SIPP accounts, so don't want those tax benefits threatened (beyond whatever further anti-savings measures this Government might inflict).