Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
I'm only down 44.5% on BMN! :)
But I can't see any reason for this steep fall, so I'm waiting for it to flatten out for a small top up. I took some profits in January at 210 so if I can find the money I could put that back. It has to be fairly simple for me!
Yes I find that helpful. My background, long ago, was scientific and from that basis (though never strong and a long time back) I am personally very confident of the drug itself. What I am not confident of is the area I know little about: the business side. This is the area that Polygon know and are expert in, so it is very reassuring that they have such confidence.
Yet more factual evidence of the role of inteferon. It stacks up and stacks up. Thingummy in his talk briefly mentioned several. Last one I noticed was posted here by spred just on Wednesday 2106 hrs:
https://www.news-medical.net/news/20210929/Defect-in-the-interferon-system-associated-with-more-severe-COVID-19.aspx
I read somewhere at the time that when it hit in Wuhan the chinese were trying to use it just ground up between spoons and breathed in. The evidence has always been there.
My only query is why in this study is it only in children?
"Alumasc, the premium sustainable building products, systems, and solutions group, is pleased to announce that Gatic, part of the Group's Water Management division, has been awarded a number of new contracts in the Middle East and Far East. Building on earlier contract wins, the sales value of these orders total, in aggregate, in excess of £3.5 million.
These contracts are for the supply of Gatic access and drainage products for a number of projects, including further Gatic access covers for the third runway at Chek Lap Kok airport in Hong Kong, Gatic access cover sales to Doha, Qatar, and Gatic Slotdrain sales to the South Harbour Expansion in Manila, the Philippines. Supply has already commenced, and these contracts are expected to be delivered over the next 12 months."
Good to see us expanding overseas, especially in infrastructure projects.
@Radium1. An old sort-of joke. How do you make a scientist squirm? You ask him to say definitely that the sun will come up tomorrow.
He can't. HOPEFULLY it will, but it is not certain and he knows it. It's come up every day for over 4.5 billion years, but that doesn't mean it will tomorrow - anything could happen.
If you put your money in the bank HOPEFULLY you will get it back again - but we all know it isn't certain, even ignoring negative interest rates. [Think ICELAND!]
Investment does involve uncertainty, and therefore hope. If it was only based on certainties then I wouldn't see the point of investing, at least for gain. Surely any certainty is almost completely priced in.
For me it's a matter here first of the likelihood that SNG001 works effectively. As I see it - personally - there's loads of evidence to support that: it DOES work in vitro, theory is a slam dunk, and the stats so far imply it works in vivo (though even a humdinger of a Phase III is only stats and wouldn't remove ALL uncertainty, and hence the need for hope).
Then it's a matter of getting it out there, and people buying it. That's something harder for me with my background to assess, and to me is a bigger risk.
Finally it's a matter of the risk/reward. For this level of risk [which is there and therefore I HOPE won't go bad] what is the reward? I see the reward as being very large, PLUS the joy of having helped something really beneficial come into the world. For this risk/reward balance how much if anything am I prepared to invest? That depends on my character - and my situation (and whether I'm already on a free run or similar).
So for me there's a lot of hope involved in all investing.
Yes Trek, good results. Thanks for all your information, and comment, and for letting us know when you’re getting out. Most people don’t do that, but it’s helpful. Very grateful to you over the months for all your ideas. Have followed you in some things, including here, and profited. And I hope HE1 was not too bad a ****. Hit! Dictation mode… :-)
All the very best, and thanks again. QD
Yes. It keeps on spreading its tentacles further and further. At first sight it’s hard to understand why the share price isn’t moving, but I suppose it’s still very expensive. It must’ve been absolutely eye-watering back in 2017. I was very fortunate here: I couldn’t understand why I had achieved the multiple I have till I looked back and realised I more than doubled my holding on the 17th of March 2020! I suppose I could dream of being braver then with other stocks but I suppose it was right to phase in at that stage of the game, when things were so uncertain. The time will come here, though it may be a while. It will Go Bang??! :)
A question for those more knowledgeable than me: would it be fair to say that they are going for market share rather than profit margin? I’m really no expert, but if they are it would seem to me a wise strategy at the moment.
I bought in this morning, and it's gone from blue to red... However, glad to be in here, hopefully for the long term.
Baillie Gifford's quarterly mag, Trust, has an article by the manager of Edinburgh Worldwide on the hydrogen economy. https://magazinebailliegifford.com/trust43/fueling-the-future/
A couple of quotes:
“We see societal recognition that global warming is real and must be dealt with, there is genuine buy-in to net zero carbon commitments, as well as growing political backing for hydrogen. This is happening as renewable energy costs have fallen significantly and hydrogen-based technologies have matured. The ingredients for change are now in place as never before,”
“There are several green electrochemical cell technologies that either use hydrogen in a fuel cell to create electricity, or, when run in reverse in an electrolyser, to convert electricity into hydrogen,” explains Brodie. He cites the two most promising competing technologies as solid oxide cells and PEM, or polymer electrolyte membrane. Solid oxide cells run at high temperatures, can also use other fuels besides hydrogen and have a wider range of industrial applications, especially where waste heat can be used. PEM doesn’t require such high temperatures. It is less efficient but can be more responsive to sudden demand, making it suitable for pumps dispensing hydrogen on demand, or for converting and storing excess renewable energy to ‘balance the grid’ at times of plentiful electricity supply but low demand.
“Each side will argue its own technology is better, but functionally they are the same, in that they both react hydrogen with oxygen to release electrons. The only byproduct is clean water, and this equation is simply reversed in an electrolyser,” says Brodie. “We’re interested in companies with a key enabling technology that will allow them to go into lots of different areas.” Brodie has selected two UK companies he considers “real players” in a crowded landscape of competing technologies...
The trust also has a longstanding holding in Ceres Power, whose solid oxide fuel cell technology Brodie considers to be both efficient and flexible. Ceres has also established useful technology-sharing partnerships with global industrial and transportation giants such as Bosch, Doosan and Weichai.
“Ceres has found a way to run solid oxide fuel cells at a substantially lower temperature of some 550C (1,022F) as opposed to the more usual 800C (1,472F). Because they can operate at lower temperatures, they can use lower-cost materials, such as steel and ceramics, which simplifies the manufacturing process and offers scalability potential to both fuel cells and electrolysers based on this technology,” Brodie notes.
In addition, Ceres’ technology is among the most efficient ways to generate power from any fuel, whether low or zero carbon, and its method of depositing the functional aspects of the cells through ceramic ‘ink’ in its SteelCell stacks....SEE LINK
PS. While we may have a hard time understanding US culture I think they may have an even harder time understanding ours. Firstly because they have no real need to. There's so much they can put money into that is home grown (and therefore patriotic). We have to barge into that somehow. And I hope they will forgive me saying that Americans do not travel well: they bring their own culture with them far more than they integrate with local ones. Recent news from the Middle East shows that: after 20 years in Afghanistan they still didn't get what would happen the moment they left. As few would. Even when they have local people on the ground who are very good, then when the decision goes up the tree the guy (usually) at the top is in a different place. It's very, very hard to cross cultures, and for them they don't need to.
While I'm not sure about the suit and tie bit - think Silicon Valley - I very much agree that cultures are far more different than we realise and if we can bridge the culture gap with understanding we can ease our way a great deal. Maybe even as BB posters and investors a better understanding of the American way would improve things. There's a lot to respect over there.
Hi BT.
Sorry, I didn't see your very helpful post until now. When I saw it I was surprised, I had absolutely no memory of posting that! However I did top up then. I don't generally trade, just sell into what seems to be a spike occasionally, and use it to top up something that's languishing for no obvious reason. Seldom a shortage of candidates for that!
It certainly does seem to have cycled up and down, especially this year, but the long term is such a lovely graph! Smooth out the noise and it's just a steady rise - up over 20X in 10 years. 9p in September 2001: if you had it and held it for the full 20 years that's a 100 bagger. And yet there are just a few old faithfuls on the BB.
Unless in a few years time quantum computers completely change the ball game I can't see the need for these services decreasing for a long time yet. Plus it's AIM so hopefully good if I pop my clogs: once the 2 years are up. An AIM share you can just leave to grow... famous last words!! Lol.
Hope you and Mrs BT are fully recovered now. Thanks for your help.
Mentioned again on Saturday
https://www.pressreader.com/uk/the-daily-telegraph-your-money/20210911/281672553064236
How do you think he/she got the money?! :)
Rivaldo usually comments on results and updates when he's in something so I guess he's out: last comment was April. Looks like he timed his (could be her) exit with the usual brilliance at that April peak and has not been back. Pity, I noticed this because of him and came in at 2.2 and 1.5p, took profits but stayed in, topped up this time around at 5.74 and am very very grateful. Some posters do know their stuff, even if you do have to DYOR and be very very careful.
Also in case missed!
https://www.bbc.co.uk/news/uk-england-tyne-58501947
The question is: is it ours?? GiPave gets a mention -
"Graphene is extremely strong, robust and flexible and has a wide range of uses including engineering, electronics, seawater desalination and footwear.
Products such as GiPave - a pellet made from graphene and plastic which can be added to new asphalt - have already been trialled in the UK.
National Highways plans to scrape up the existing asphalt from the A1, add raw graphene on site and then re-lay the resulting recycled mix."
But it's not clear, and nothing from the company.