Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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.
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.
……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
Portfolio
The motor show is ‘nice to do’ but not essential. Janet and John Doe car enthusiast will not be buying, or specifying, our product. The ABB relationship is about creating a fully engineered solution that will include our product and will be offered world wide by ABB.
That is where our guys time will go.