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Also lets be clear. Peel is the start.
Providing all continues to go well. This will attract more companies.
A solution to plastic waste that reduces landfill, while providing energy and fuel + a substance that it won't take long to use (thinks of the lifetime correlation of tarmac and old tyres, what could the substance be used for, apologies I cant fully remember what the substance composition is)
not only does this solve UK waste landfill issues, but as I stated a few months age. It also encourages Imports.
Hi manage
been out the detail for a short while, so please DR or kenny please correct me if I'm off at all
500k per licence per DMG initially then further 500k per year - cant fully remember if it was per unit or not and units per site , DR or kenny or stokey to confirm as they are more up to date
DMG still outsourced manufacturing
1 current Peel site with DMG, 11 planned total (sure i read more though, but will keep numbers modest)
= 6mil income alone not including further external of UK deals + more Peel sites/other
id say 5y+ over £1 at least. depending on national and international contacts, could be fun
will be interesting to understand the manufacturing /supply chain/ liabilies also (the more away from PHE that manufacturing liabilities are, the better)
hope this helps
No worries Kev, providing the company plan and strategy is able to play out without issues there is no reason it wont be +150p cop 21 (not considering consolidation values, shown at current ratio)
where this lands before our next step up is unclear and I feel we have more movement in the next few weeks in both directions.
Absolutle agree darren patience is key. myself included a lot of profit taking was conducted.
Im sure there is still something moving in the background but ultimately all will be fine in the long run. comfortable with my new exposure limit. and happy to change my foresight from monthly to a yearly view.
values in the brand and SP haven't changed. (yet to fully read the RNS but I'm sure it wont change anything)
patience is the key word.
could be profit taking and scaregoating.
could be underlying issues in the RNS
and could be waves and market behaviour, we have had a nice rise. naturally should follow with a fall. the most important element will be how far, and how much will it climb back.
in the AML history, we have seen a few of these. hoping this isn't following the trend of the latter 2 more recent.
as this one actually has some great news sitting behind it.
fingers crossed you get a good price to get back in. or at least made a nice tidy profit to keep happy :)
@ darren - working out a few things today then will spare some funds.
the Divi is really attractive BP also, interesting to keep a eye on this industry since I'm mostly batting for the other team haha (keep enemies close... )
Shell making a lot of movements in the residential energy sector good move, be interesting there plan for natural gas and its decline
:) no worries, and cheers, initially broke my original buy (back before summer) as was never even supposed to have my current levels. (was literally initially a punt, that well. i got addicted to haha and read into and then saw the glory that was there for the taking/growing) it is comforting knowing I still have some left in but feeling better that I can spread out more/reduced risk/exposure ect.
I suppose some may have also jumped due to previous experiences and profit-taking, strategy etc.
just wanted to be clear to new readers that my reduction is purely to return my portfolio :) AML will show us great things. Q3 results show a fantastic plan and strategy.
il still stick around as most here are great group, just less involvement. :)
Hey crank long time hold but only 20% of what I originally had. always been the strategy always been honest with it.
i haven't exited. i have hugely reduced my holding because I hit my target strategy.
Had to sell out some other commitments to increase here to get the growth and as I stated months ago. if it dips il buy back in more and increase my LTH but only if it dips. if not il hold this 20% 5Y
NO BS. Always been the plan. that's why my post also stated that I still support the plan and direction.
whats the point in a plan or strategy if your not going to keep it.
plus, always been honest. cars are not my forte, and I sold a lot of hydrogen shares to increase my holding here.
but I cannot sit out of them any longer. :)
I still belive in AML , its long term plan and I still have a good amount sat waiting.
Commend you for not selling a share.
Its been a funny few weeks.
My highlight was after my first little stack of free funds making huge turnover on IAG on the second vaccine news. it was only by chance i checked the charts and nearly laid an egg.
Glad to hear the pension looking good and the temptations are there to stop working. hopeit works out :D
i watched shell and what a turn around. its got a lot more in it though if you ask me.
JJ
the RNS for Q3 should have pushed us up. thats the news the market is reacting on.
There wasnt immediate gains due to being choked due to large sellers and brexit/lockdown news.
However the sellers have left, brexit is well brexit. but now covid is a finite timescale thats running short. this gives confidence in investors that the (very bloody good) strategy and plan in the RNS will workout in the timescale they predict.
The rises we see now. should have happened sooner but better late than never.
hope this helps you understand
GLA
Thats good news :)
Got a few green 9's and 8's on my boards today so happy i got back in on them (origional portfolio list levels maintained)
been swinging on flying donkey, and managed a bail and rebuy last few days so sitting waiting there
Ouch Darren - hopefully to staggered so wasnt all too soon?
i agree and join you with some of that though. with how soon the move up to 80 was i too sold some too soon. but we live and learn.
Not worked out the differance in the "potential profit" to actual just yet. im sure curiousity will get the better of me.
Some is better than none :) plus not sure if you have had the same situ, but made some nice gaines on the restof my portfolio after moving funds so thats helped soften the blow
second - GL all