Member Info for sairfecht

Maybe that £5bn mcap was the crazy part…?!

Dead cat rolling down a hill perhaps.

I guess (educated or otherwise) that the market just isn’t that interested. Yes, on paper it looks good (maybe - hopefully - will be in 2024 and 2025) but right now, given all that’s gone before i.e. financial reporting, and nothing stellar right now, then there may be other opportunities to park one’s money.

As I’m 50% down (on a very modest holding), it’s become a “long term investment” for me ;)

All imo of course!

“5G NB IoT” always amused me. NB-IoT started in LTE/4G and has been adopted (will be supported) in 5G (so it’s really just 4G (and 4G modem/chipsets will be cheaper than 5G ones for a little while). Such low throughput is quite the opposite of what 4G and 5G was marketed/hyped as).

5G mMTC (massive-MTC, the 1 million devices per sq. kilometre / 1 device per sq. metre criteria) can be achieved by doubling the spectrum allocated to NB-IoT (with a few other operating criteria).

Satellite NB-IoT is in the standards and so the LoRa vs NB-IoT rivalry can continue from space…

Looks like the Pumps have dumped.

Where are they all now? Off to the next big thing I guess…

CarpyM

“One thing's for sure...your recent posts are not going to encourage others to buy the shares and they are more likely to sell, so you are certainly not helping the SP! ”

If someone is selling or buying purely based someone’s posts on here then it sounds like they aren’t doing much research… and are probably investing on a whim?!

Always good to read views, both positive and negative - “keeps it real”, else groupthink might creep in.

Re: RNS — aiming for 1200 cardholders by year end.

Is this some kind of trial of their services?

Hasn’t budged the sp much.

Yet the market doesn’t like it.

What’s missing?

Less profits, more debt, China factor?

And no director buys?

Tomorrow, tomorrow, there’s always tomorrow…

Seems to be plenty of them! ;)

I’ve been watching this share the past couple of weeks - and reading these comments.

I’d be interested who considers themselves an investor (ie longer term with a target price in mind) and who would call themselves a day-trader (/gambler?) hoping for a quick buck in a short space of time?

I’m not buying as I’ve not done research on the company. Share prices that rocket up (based on what news?) may easily rocket down…

You may say I’m losing out right now. But I might also win by not losing!

I had the same thought TallPaul and Verney.

Something ain’t adding up.

Just have to hold my nerve as someone said recently (in a different context). Think long term. Think long term..

Yes, so the great and the good will work out how to minimise the risk in carrying EVs across the oceans.

Shipping companies (and their insurers) won’t want anything less.

Tech and people: sadly people will die. It’s happened with EV cars already. It happens with current technology. I’m sure aircraft designers are thinking about the risks - I can’t see the aviation industry wanting to lose its reputation as one of the safest forms of travel. Some mavericks may (and do) try (and fail) on their own.

Anyhow, here’s to vanadium flow as an alternative!

Felicity Ace… no report on the probable cause as yet.

Yea, no doubt exacerbated by all the EV batteries once the fire took hold. Is that bad design of the ship? Procedures not followed?

Read an article - fires on ships was an issue with ICE cars until they took action.

There is risk: it need to be managed appropriately just like any other.

Li-ion is going to be here for a good while; we’re just getting started. (Maybe we will have a VHS/Betamax moment at some point…)

…out of how many lithium ion batteries deployed globally?

Article behind paywall but I’d be keen to know if they have identified the root cause. One after five years and one after a few months… what changed recently I wonder…

[just an aside - does the image at the top of the article on graphene look AI-generated? It has an odd looking male: not a complete face, hands or legs/feet. And what exactly is he doing?! Maybe it’s a 2050 AI cyborg manufacturing Graphene-Li batteries…

More seriously, the battery is *Lithium* and Graphene.

Just more demand.

Fair point John - I was just countering the “but it’s fallen by a third in the past x days” - with it having risen by a third in the past y weeks.

I’m still waiting for it to reach 20p the some chart seemed to suggest. Of course it didn’t say when…

But, yeah, to your point, to develop the mine where’s the money coming from… and I don’t want to see my (tiny) slice of the pie become an even tinier slither.

DFS report “very shortly after” … so, as the way things go, ie things are never on time, maybe that’ll be in December sometime. Hopefully before Christmas. Or if it’s that late, may as well leave it ‘til after the holidays, i.e. into the new year…

But on the flip side it’s up 50% since the lows of around 7p.

This is a long term play, innit?

Looks a buy

( Just for balance ;) )