The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
May not be strange as the recent company announcements on Speedy and Cracker have the current ‘headlines’ and arguably are the routes to near(er) term revenues.
I think they are just not allowed to talk about it - confidentiality agreements.
The ABB big dog will bark when it is ready. Hopefully that will include news that is favourable to AFC.
The ‘big’ drop is because one of the shorters has dropped below the 0.5% reporting level. So an actually quite small reduction triggers a 0.5% change as they drop below the reporting requirement level.
However, a reduction is a reduction and we look forward to more of them.
No mention of ABB in this otherwise interesting video.
So why not?
What a very deafening silence?
because ABB is a very , very big dog, and AFC is a very small tail
And giga corporates decide when their major product announcement will be made all but themselves. They do not allow their suppliers to do it for them.
We will find out soon enough, but not mentioning it is too loud a noise to ignore.
You might equally ask why they did not close their short as the 42.9p low.
Answer to either/both. . . . Only they know the extent of their current profit on it, their hedges etc etc.
Don’t fret about things you cannot change. We wait until Mr Schulz tells us about some new orders. Those are things he can change.
Hy2020
Very good articles - the output efficiencies and per/kw costs look seriously impressive.
Kohler look like a possible licensee and very well established in power generation kit in both the Us and Europe.
We shall watch and wait.
Given the amounts of IRA money available to US based companies that want to build production capacity in the USA - interesting that we have heard nothing about potential licensees. Particularly for the SOEC when there is a huge volume of high temperature /continuous operation plant within which our kit will both reduce carbon and costs.
A very quiet ‘dog’ indeed Holmes.