focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Fuelcell. He is not silent……on the things he is allowed to talk about.
The stuff under NDAs will come out when the primary partner in the relationship is ready to launch.
I imagine we might hear some of those announcements over the COP period……just don’t expect them all on day 1.
Loads of good stuff coming here……too many grown ups eg ABB investing so much money for it to be anything otherwise. Price of playing with the big guys….we dance to their timescales. Patience.
There have been a number of objections to the application and it will now take longer. No fixed date yet.
I suspect if there is a problem Scottish govt will call the application in, over-rule any objections and give it the green light.
Thanks dad.
Skipping along nicely as it seems to have broken out of the previous trading channel.
Freddie Mac and Fannie May have both bounced 40% in the last week. It sure what % of the portfolio they make up but important enough for our Bill to write about in the last report.
Goodish quarterlies from the rest of the portfolio will see the Nav continue to rise. The discount will not stay at this level forever, especially as we are de-risked from the SPAC and have a huge chunk of the‘boringly predictably profitable ‘tunes’ business. £30 before end of the week I think.
INEOS in the UK are on the Blue hydrogen wagon. Grangemouth is proposed to be part of the CCS project in NE Scotland pumping CO2 back into depleted fields in the North Sea.
Major green washing.
Climbing nicely……..very good indeed and some way to go yet.
This is hilarious.
How much coal and lignite are the Germans burning?
How much electricity are they importing from France (nuclear generated)?
How much gas are they going to import from Russia - placing Europe at a strategic geopolotical disadvantge (in simple terms a 'vassel state') to Russian whim?
What is the bet that the new Chancellor puts the closure of the last German nuc stations on hold and lets them run out their working life?
By which time Germany will have established a sustainable hydrogen based economy and stopped being the biggest polluter (and environmental hypocrite) state in Europe.
I t will be the ABB announcement around COP that will be the real big kick start.
AFC will be silenced by non-disclosure agreements untill ABB do their launch.
They are the big dog in this relationship.....and they will have the loud marketing bark that we piggback on.
Interesting article about range of ABB activities in hydrogen. Does not mention AFC but paints a bigger picture of the extent of ABB committment in the future of hydrogen.
hxxps://www.greencarcongress.com/2021/10/20211004-abb.htm
Who is paying you for this consistent / persistent stream of negative posts.
Day after day, week after week……..
Poor Garmoan…….all too difficult, all too hard.
All too indicative of a £ per post stream of (used to be) subtle negativity.
Who is paying you for this consistent / persistent stream of negative posts.
Day after day, week after week……..
Poor Garmoan…….all too difficult, all too hard.
All too indicative of a £ per post stream of (used to be) subtle negativity.
Given the small number of RNS announcements of orders how can anyone possibly be surprised at the results just published.
The growing value and volume of quotations is excellent evidence of the energy industry transition that we are a core part of.
Nobody has ever said this would be quick or easy. Genuine and sustainable transformation never is.
That was courtesy of a poster on ADVFN
Perhaps they have not seen the article announcing Linde building a PEM power station at Niagra Falls to produce green hydrogen, opening in 2023.
In H2-View online newsletter.
……and he has not got the money yet.
The fund that launched a couple of weeks ago with INEOS was way under subscribed….tho it has done ok plus circa 12%
Perhaps joe just fancies a financial services income stream when the non- grant assisted sales of his hydrogen/battery buses grind much more slowly