Member Info for SquirelShares

How can a war with China be good for anyone?

Too risky right now, don’t want to lose my current profit. So out, but will keep an eye on it. Figure it will go down today when the CFO news propagates. Although some buys happening they may be auto buys. I was at 80% confidence now 50% at best.

Thanks, Valuation-it-is.

I have today had chance to rewatch the Webcast. I have been in the TUN project as an investor since Sept 22. As a project their initial focus has to be going into production and revenue generation. This was far from easy and requires a lot of capital money and good relationships with Governmental and Non Governmental organisations. They have done this very well.

The team to me seems headed up by great vision, aired on the side of caution, under promise and hopefully over delivery. I don't have any concerns that they will go into production. I would like to see them stay in private/listed ownership rather than selling out, I hope funding ideally from UK Gov, EU or US provide that assurance. I am interested where the 2/3 production already off loaded would be going. If it's mined in Europe I would like to see a substantial chunk staying in the UK and EU. Is the price already set, or does it follow market prices?

Good longer term investment, short term gains if you want them, but long term sustainability of the project in private/listed ownership would be my preferred outcome. I am not from a mining background and so cannot comment on the viability of the resources, I take their word for that.

I have no reason to sell out even with a potential share dilution, that is expected as projects grow. Just need to keep the return for investors too.

Hi, all, due to a technical issue, I was not able to dial in. Does anyone know where I can listen to a recording. Was there any news of note? Thank you if you are able to help.

I have just purchased and the transaction is showing on the daily trades as a sell. Of course there needs to be a sale to enable a purchase. But where is the Buy?

Just saying don't read too much into the Reds verses the Blue trades.

Https://www.schultze-braun.de/en/services/restructuring/self-administration

The share holders keep their shares and it allows the company to refinance and restructure. Maybe all is not lost on HH2E. Too early to be sure of anything really.

Private investor with substantial holding in HGEN from the very early days.

Not good today by any means. My thoughts only. HH2E, may go into administration in Germany. Seems finance is hard to raise even now for Hydrogen even though it really is the only viable solution to some of the worlds Global Warming issues. Not all! Not helped I guess by the German Government about to change so not easy for them to step in and help. FGEN another cleaner investment fund are into HH2E for £19.2 million. HGEN are in £1 million with a NAV loss of £11 million. 8% of NAV. It looks like FGEN could have saved the company but don't seem to like the managements current style. Worst case scenario HGEN should be down 8% on current trading prices. Currently its 20%. There is value in that. Of course this may affect sentiment throughout Hydrogen investment. Even then the NAV is still about £99 million current share valuation is a 1/3 of that.

Personally, I have brought in some more with the lowest share price I have seen.

We do need Governments around Europe to back H2O to transition the change or we all stay the same and the weather gets hotter, the floods get worse and in the end what the governments do will be too late.

Please correct me if I am wrong or share your thoughts?

Its hard to disagree with you, but I have been in from the start and continue to buy in as the price is where I believe there is value. Fundamentally their investments are good overall. The governments stance is affecting the push into alternate sources of energy in a negative way. High interest rates also limit investment into these markets. If you believe we are now looking at a lower level of inflation and the BOE at some point should start reducing interest rates that this fund has the potential to benefit.

I’ve been in practically from the day they listed. Always been confident but to be honest I perhaps brought in to soon at too high a price. Brought in again many times at lower prices. I’m confident it will come good as it’s well founded. Recent rises reflect great potential.