I think something big is coming7 Jan 2021 20:33
I have spent 2 hours in deep research trying to find the reason for the strong rise from NK25-25 to low 30's.
I do not think it will be refuelling news tied to 1 company ( 80% ) sure.
I think this could be a large large project a large specific project OR buyout / JV with the whole business ?
Seen 3 specific things I will not post on here as they will be deemed negative. Having said that why did I buy another £5,000 today at year high prices ? Those who know my posts from summer will know I suggested a probable pull back from NK22-23 down towards NK13-14. Well it got to NK 16.00 pretty much so I had what I thought was my final top up then. Hmmm. Made some quick money thanks yo Tyson since Monday and had several companies I could have bought new to spread risk or added to.
I added to bring up my average here ??? Could have bought ITM who will hit £9-10.00 soon enough, but nope, just something brewing from no news ???
Everfuel will do all the refuelling contracts now and buy NEL electrolysers, so WHY the big move up ?
Washington Post last year ..... bits and bobs do this do that BP ? I am hugely speculating here, but I asked the question last late spring early summer about how BP were going to turn around from oil & gas ? Shell seem absolutely miles ahead in the game along with Equinor. The majors are moving in and swimming round like sharks by the things I read.
Could it happen is the question ?
Any views ?
Still trying to put the "tells" together but it feels like NEL are moving away from stuff