Member Info for RealityChap

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2.30pm on 27 June. Open to all.

Tes Marc, you really did miss something. Pretty much everything. Wea re not relying on them to manufacture some cords!!

I'm not really sure why cutting d pasting links to the same articles over and over again adds anything to a debate. There is always a debate worth having.

I'm not expecting an RNS tomorrow but I wouldn't be remotely surprised at notification of a reduction to the short position.

When one owns three AIM shares - and t he worst performing of them is up by 13%!

This is what the RNS says on funding:

Development costs incurred by AFC Energy under the JDA will be reimbursed by the Industrial Partner,

Now, that's not 100% clear (what ever is?) because we don't know how much of AFC's expenses can be attributed to this project - but it's better than developing stuff on a wing and a prayer.

A quick look at the performance of active funds makes it abundantly obvioud that their managers get it wrong on very many occasions. Same applies to shorters.

No idea why my post is getting chopped halfway through. Makin the point that there are no obviously associated long positions of >3% so hard to see how they can be net profitable.

There are some possible explanations in there but they are rather scuppered by the fact that among the disclosable long positions the only one that is institutional (rather than amalgamated PI holdings in nominees) is Janus Henderson and I see no link between that and Helikon. So if they have a short position of >3% and a long position of

There are some possible explanations in there but they are rather scuppered by the fact that among the disclosable long positions the only one that is institutional (rather than amalgamated PI holdings in nominees) is Janus Henderson and I see no link between that and Helikon. So if they have a short position of >3% and a long position of

The Lord alone knows why you think I'm short Mr News. I am gratified that the recent rally has put my most recent purchase into the black and that the price is now approaching that of the most recent fund -raise. I remain, like the vast majority, materially under water but hope that an actual deal that results in actual commercial progress can get me back to at least break-even.

To be honest though my head is not spinning yet from the astronomical price movement that you predicted would happen when the first partner was announced. That's for two reasosn:

It hasn't happened yet

A big percentage rise from a low base is welcome but, overall, not meaningful.

Bondy - you must have missed the comprehensive, independently funded study that concluded that Mr News is never mistaken, on any subject , ever.

But they won't be 'virtually redundant'.

It's rarely a good look to be so definitive when there are so many nuances already known and many more to come in the future.

It's a little bit like, oh I don't know, ramping?

I really don't believe Bullard when he said that - he stumbled over his words and I'm all but certain he meant intending/trying/hoping to sell into Tamgo in addition to the one they did buy. Are Tamgo and their clients really looking at products that we know are so uncompetitively priced that we've stopped producing them?

I don't know how he's kept his job, given that the role of a Chairman is to challenge strategy and it was disastrous for a good few years under his watch. I guess it's due to the absence of big blocks of institutional shareholders who might out some pressure on.

I'm pretty sure than Mr News meant 'wouldn't' rather than 'would'!!

We appear to have a system that produces hydrogen significantly cheaper than is currently possible. But -big but - it is not yet commercially available (or if it is then nobody has bought it). What we have no clue about is whether it will still be much cheaper if and when it does become commercially available. As of now the 90% figure is meaningless.

They don't have OVERALL costs yet. They might do. In the meantime Geopura is active with HS2 where we trialled. We are NOT the only game in town

Yes Ade - exactly. The are after it but are they going to get it? Nothing says so yet, otherwise we wouldn't be getting excited about peeking over 13p!

I simply don't believe that charts have any relevance to companies at his stage. Meat on bones is what matters - at the moment we are still looking at jam tomorrow, and an unquantified amount of jam.