Member Info for Seaangler

Good move Cureboy. Play with a few , bank the bulk. Wish I’d played a few yesterday , getting the timing right would have made you a fortune. Unfortunately my crystal ball is a bit cloudy on this one at the moment.

Bilbs. I hope you don’t mean they sold you off to make themselves more palatable? Would find that VERY hard to believe..... :-)

Q4 figures their best ever. Think results were announced after the bell so could be interesting tomorrow.

Bilbs. Understanding your concern re lack of orders I feel I should ( reluctantly ) put you in the know. I don’t like to name drop ordinarily and won’t reveal my sources but here are the verbatim minutes of a discussion that took place in April last year. GC meeting with an unnamed senior government official:

GOV: So you reckon you can help?

GC: Yep.

GOV: Does it work?

GC: As sure as eggs are eggs.

GOV: Things are looking pretty bad. Brexit has screwed us , Nuclear isn’t an option and we can’t trust Trump or Putin.

GC: Its a real balls ache.

GOV: You said it. How much can you make?

GC: Got our new factory coming soon. That’ll do a Giga.

GOV: Peanuts I’m afraid. We’re gonna need a shedload of these things.

GC: Leave it with me. When are you thinking?

GOV: Pronto.

GC: Sure thing. Will you tell Bojo?

GOV: Not just at the moment. He’s got his 3rd dose. Too much with the parties.

GC: Labour and Starmer giving him grief.

GOV: Not quite what I meant. Good luck with the planning , have to keep it under your hat for the moment.

EOM

Okay , so I take the other half to a 2nd opinion dentist appointment about 1345 , get back at 1730 fearing the worst and my share account has recovered over £50K (mainly ITM obviously). Anyone want to sponsor her future dental treatment so we go out more often?

Appropriate name or what?

Well done Smithy. Hopefully you’ve hit the bullseye timing wise. Like a lot on here I reckon ITM need very wide sleeves at the moment and have had an urgent need to prepare for what’s up there. All IMO etc etc

Brave move Doli , well done. Would probably do the same but holding a hefty lump already. It has to turn round at some point and your bravery deserves to be rewarded big time.

Very fair point. Fortunately ITM don’t need Whitehall to get involved either. We need to team up with green energy producers all over the place. We have cash , spend it wisely.

Can’t see a war as such. Who’s the winner with that one? The boys involved are too big ( hopefully). This is small bloke syndrome, Putin trying to prove he’s a man , showing he can do it and therefore needs to be taken seriously. Apologies to all small blokes but you know what you are...... sweeping statements? ...... who? , me?? Tend to agree with Takayama though.

Worrying for sure Doli, but hopefully only short term. I prefer strange to worrying though. What in hells name is going on with Tesla down another 12% or so? Not going to look tomorrow.

Agree Pokerchips. Not his job or in his top 10 list. Not liking the look of the USA at the moment. Surely not a shiite Friday too?

Agree Gazelleman. Easy to get caught up with the drops and blame it on all sorts of things. Check out all the other similar stocks. A fair percentage of the recent fall is down to the endemic within techs. Tesla down , Plug , Vestas , Nel , you name it. Meanwhile the general , boring , market areas doing pretty okay. It won’t always be this way.

Thanks Toneman. So really it is comparing different things. They should qualify their share of the transactions somehow.. I would have been strung up (in a previous life) if I’d put this ‘quality’ of information out.

Hi Radius. Absolutely right , I realised that but the drop in price would have to be incredible in which case we definitely need an explanation. It would also question the viability of the business as a whole perhaps?

......AND..... more importantly looking forward , which is nearer the truth?

Thanks ToneM. Sorry to go on about this but please stress the anomaly here. They have gone from an average £826k per MW to just £343k per MW. To my mind this means either 1) They are comparing apples with hand grenades and should explain pronto rather than confuse people or 2) Someone has screwed up. I’m leaning towards the latter.....

Thanks Tone. If I was around I would. Will drop them an email though if it doesn’t get addressed this afternoon. It’s a pretty obvious item.

Looking at the figures again , I really can’t see any explanation other than a ****erel up. The difference , 16% to 179% is simply massive. We need an explanation. Even if recent negotiations have been at lower prices the % reduction is away with the fairies. Maybe they are understating the £’s. How do we ask them?

The pricing anomaly was pointed out a while ago. Not sure we came up with an answer though from memory I think Bilbs had a dash at it. Bilbs?