focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I took the wife and kids to the show, the kids loved the Supercars. Went to the electric section too, I am not sure who was charging as couldn’t find any charge points so must of not been a company promoting it but I also didn’t see any empty floor space suggesting that they were made aware in plenty of time to re design the area for stalls, promotion areas etc. Real shame we didn’t get to see AFC in action but an RNS end of September with ABB approving the sample unit will more than make up for it
Quite surprised at the sector today, it’s something the hydrogen sector has waited for, for a while (the report) and yet the whole sector is slightly down. Thought we might see a little jump. I am sure it will come in the run up to COP26 but thought this would be the start of the traction. It’s good to see AFC posting this morning about the Red Diesel Replacement competition.
This week could be a very big week. The Financial Times were advised it was likely to be released last week, however it wasn’t so I am pretty sure we can expect it this week. Some big points and questions to be answered in it too, like is 5GW by 2030 enough or are they going to up their targets.
https://www.jdsupra.com/legalnews/the-upcoming-uk-hydrogen-strategy-what-4792760/
Duke you may be into something there. There has to be a good reason for sending over the team, it will be interesting to find out why. I can’t imagine it’s just to watch EXE or help run the unit that’s been used for the last two races
Well said Ogggs! If anyone is still querying whether you can announce a deal within a month of a director buying shares, you can as long as the deal hasn’t been agreed with a date of announcement internally confirmed. Here is an example, I also hold shares in Blackbird Cloud (BIRD) in the last three months the Director has bought shares and both times within that 30 day period a contract was announced with a new client or partnership. Feel free to check their RNS’ for confirmation but that itself is black and white you don’t have to wait 30 days.
Silures it tells us there won’t be an order tomorrow but there is no specific time scale in AIM it’s that you can’t buy whilst aware of price sensitive information about to be released. So if he was aware they are about to announce a deal he couldn’t buy. Knowing one will be announced soon but not aware of when is fine.
No idea why I had £7k in my head Chameleon1, your right nearly £9k
It may only be £7k but it’s £7k of his own money, someone who has watched AFC move into the HH, seen the order book, know the sales team and still put his own money into the company. Surely it’s got to ease some nerves that they aren’t just sitting around doing nothing at AFC whilst waiting for orders.
Notes you must be a joy at Christmas
Not too far away from us so will be going. Quite looking forward to seeing AFC in action
This should be some welcome news for our sector, and indicates the start of the run up to COP26, bringing more mass awareness to the market of our sector
Climate change: UN to reveal landmark IPCC report findings https://www.bbc.co.uk/news/science-environment-58141129
I will be taking the family there so will pop over to check they are there and see if there is any chatty staff :)
Just out of interest is anyone attending the Motor show this year? Thinking of taking the family, and will have a wander over to AFC, see if any of the staff give little hints like how the new hanger is etc if nothing is announced before. Doubt they will give too much away
Pretty sure it’s linked to us going on the US market next week. A huge deal for Bird!!! They love tech, and we are green which they will also love and we are the best in our sector. People loading up before we go on US market next week
They have obviously done a half year report but wonder if they will do a bit of an update though Interim Results
These were released through RNS on 24th July last year. I wonder if this will be released tomorrow?
Cheers for your thoughts Chippy/Hindy/Notes. Helps me understand better and the whole point of a forum, much appreciated
Notes ah I get you. I assumed short term it would mean SP would increase short term with people investing in the oil companies as prices are high, moving the big investors away from green energy shares. Thought that may be the reason for the recent downward SP across our sector
OPEC Oil Producers Reach Agreement To Boost Oil Supply As Prices Spike To Nearly 3-Year High
Surely this is what has been pushing the sector down over the last week or so. All done and dusted with agreeing extra barrels. Hopefully that will be the end of oil going up and H2 going down. Thoughts?