Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Analysis update for Softcat: https://www.youtube.com/watch?v=iPHLHFpXQnU
New analysis of IGAS following release of interims: https://www.youtube.com/watch?v=dLEFXkNpTdE
New analysis of FDEV : https://www.youtube.com/watch?v=RTrZN8PbaYU
Share price was 10%+ up this morning - then the moment Liz Truss said she was lifting Memorandum on Shale - price dumped to +3%....... ?????
Just released today - A very detailed analysis of IGas Energy: https://www.youtube.com/watch?v=iMZsgs4Ux0s
Il be posting a full analysis soon... but I can tell you that their PB is slightly higher than Shell or TTE despite them having ropey assets and requiring an energy crisis to break even (wheres for Shell thats just a bonus + they pay nice dividends and are a solid company).
Their valuation is purely based on shale gas speculation. Getting UK Shale gas running past the local councils and protesters AND it actually working given UK tricky geology and earthquake risks are both large hurdles making Igas a high risk speculation.... however if they do achieve that then the upside could be between 50x - 500x their current market cap.
I think that they may hold up on KAZ purchase because it has bad optics. They are better off just holding what they have than buying risky KAZ Uranium.
Obviously someone with a lot of money mopped up the discount to NAV recently, and I am wondering if this is asset manager action or perhaps (as a long shot) related to the Sprott Uranium trust listing..... might Sprott buy YCA to effect their UK listing?
Market caps still only 85 million- yet they just bagged 180m....... so should double from here? (15p)? Even before you start factoring in all the other bonuses that come with this gain!
So the British Geological Survey has submitted their report to the UK government on Fracking on 05Jul22 - but I have not seen anywhere any report on the Details of this report - how does one gain access to the report?
A Detailed analysis of Computacenter: https://www.youtube.com/watch?v=kKf3QyM6zOc
I found the trading update very evasive and hard to read - however if earnings are at least a bit higher than Q1 and refining margins quadrupled - Are H1 earnings greater than the entire 2021 earnings allready?
Analysis of Greencoat UK Wind : https://www.youtube.com/watch?v=TRzH6t2wwvY
New analysis of FDEV following latest trading update: https://www.youtube.com/watch?v=fEY73ULevWE
Analysis of Tekmar Group post todays RNS : https://www.youtube.com/watch?v=fEXbLsfXYjs
A detailed analysis of ITM Power: https://www.youtube.com/watch?v=FmhDmbAjTfg
A nice video analysis of AVON Protection : https://www.youtube.com/watch?v=TeLzRXbk5GQ
Are the FI exempt from these new taxes?
A very detailed analysis of Shell plc : https://www.youtube.com/watch?v=IMQz_WMs6y0
The question now - which was an oversight in my analysis video - https://www.youtube.com/watch?v=9VY9Yh-qfRE
is how much extra cash do Rockhopper need to get to FID? And then to first oil? And what % is that of their current market cap? Something for me to work on in coming weeks but if anyone thinks they got the math please post here....
Analysis of TTE: https://youtu.be/TZvUdgSD_js