Member Info for tennents

Garmoan

In the last few days, you have told us you sold out of RR at £2.45 and, more recently, sold out of both ITM and Ceres before their big jumps. In the meantime, you moan endlessly here about AFC. You fall viction of a behavioural phenomeneon called the DIsposition Effect.

The disposition effect describes our tendency to sell winning investments too early while holding onto losing investments for too long. This behaviour is driven by a combination of loss aversion and the hope of potential gains, even at the expense of long-term profitability. This bias can lead to suboptimal investment decisions, reducing overall returns and increasing risk exposure.

Now go away and read about it, and then learn what you can do about it.

You will find that endlessly whining in here is not part of any solution.

Good find. So Delta expect to be in production within 12 months.

Bring it on !!!

Just raised their target price to 930p.

Guess that is what triggered the prolonged opening auction.

Hot air? Tell us how many factories at what cost in £Bn are being built or are already producing Ceres liscenced kit. Not Ceres money, but other big league Asian corporations who know the difference between hot air and hot profit opportunities.

Perhaps you are just late to the party here. Multiple tens of thousands of shares 12 months ago between 44 and 77p?

Hot air lol aye fine off you pop dreamer.

Fuelcell

You have to recognise that the AFC board is, uniquely, a moanocracy.

Trump will TACO in the face of

- domestic inflation and elections

- geopolitical pressures e.g. Gulf states cannot stay stuck in this mess, Chinese strategic reserves will drain down and they need the oil, Asian countries, Europe very unhappy with situation,

- off ramp emerging as US talking about international Gulf maritime security partnership. Essentially a cover story to enable the US to slide out from underneath this and the Iranians to welcome non-hostile participants

- Trump is getting bored with this all, it’s all too much time, detail, hard going negotiations with people whose mindset he does not begin to understand. All too hard, let’s pack up and go liberate Cuba because it’s close and US voters will prefer that

Trump will TACO in the face of

- domestic inflation and elections

- geopolitical pressures e.g. Gulf states cannot stay stuck in this mess, Chinese strategic reserves will drain down and they need the oil, Asian countries, Europe very unhappy with situation,

- off ramp emerging as US talking about international Gulf maritime security partnership. Essentially a cover story to enable the US to slide out from underneath this and the Iranians to welcome non-hostile participants

- Trump is getting bored with this all, it’s all too much time, detail, hard going negotiations with people whose mindset he does not begin to understand. All too hard, let’s pack up and go liberate Cuba because it’s close and US voters will prefer that

Ceres really has momentum and it will continue to build.

Peel Hunt £2 ? You really do wonder what some analysts actually analyse.

Satellite. Cureboy

That sounds like you are dodging the question. Which is itself a bit alarming.

You are saying ITM good CWR sh*t so Peel Hunt must be great.

I own both. I am significantly better off this evening than when CWR were at £3.

The point is that PH are key ITM advisors and their advice 3 weeks ago was palpable crap.

About 3/4 weeks ago Peel Hunt (an ITM advisor/broker) put a sell notice on Ceres Target £2 from then £3.

Today £6.

As the are part of the ITM team, I find that a little concerning. Sort of goes to professional credibility?

Any thoughts?

Pre-market - up 25%

Wall Street’s biggest dog barks, shorters run away.

Remember the Grizzly report last November. Goldman barked 530p and the Grizzly short closed 24 hours after opening.

Vernon

Good notes on planning for the NATO fuel production sites. Given the nature of what is being produced, they will also be subject to the same 'blast range' safety requirements that petrochemical plants have to comply with.

I would bet money that there are redundant ammunition manufacturing or storage sites that fit the bill perfectly. They have the added advantage of being built with links to the rail network to transport high volumes in and out.

NATO didn't just come up with this last week. This has been in the planning for many months, and I am certain there are both a long and a short list of sites that have already been assessed for security, suitability, and logistics. ITM probably knows at least some of those sites, having been consulted in 'would it work here' sort of concept testing.

If Dennis says 'months rather than years', then months it will be.

Fundraise - do you consume your own product?

I lifted this from ADVFN an interesting thought on analyst ratings.

'For now, the market is pricing a narrative that combines state-backed industrial policy, defence spending tailwinds, and improving operational discipline — a combination that no single analyst anticipated at the start of this rally.'

Garmoan

Is there someone paying you to make yourself look never-endingly stupid, or are you self-winding?

14p makes us 40% up on the last fund raise (and 40%YTD)

we now have something to sell that does what it is supposed to

it is makable at a price people are willing to pay

we have a management team that know what the f*ck they are doing

the world has just rediscovered what resilience in energy supply really, really means and why you best have it

I hold a shed load each of ITM, Ceres and AFC - each of which can now do all of the above. I fully expect AFC to be my 'three of a kind' in terms of share price moves

If you have f*ck all of any value to say, just say f*ck all and give the rest of us some peace.

You have a wonderful weekend

Savvy

A very interesting dilemma. Slash your wrists or get your head beaten in. So taxing - what a shame.

Patience is a virtue; possess it if you can.

Virue maybe, rewarding for certain.

Mummy, why is everyone talking about squeezing short people?

That sounds very cruel.

Still getting some heavy dollops of selling sauce poured on just now.

That bottle must be getting pretty empty, and a refill will be damnably expensive.