Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
that is the 24bn $ question!!
when you read this: "according to research from radicle, vpp in feature-length films and tv shows in the u.s. will be worth $6.6 billion in 2023, accounting for nearly two-thirds (63%) of the u.s. product placement market" (many thanks for the link cab*****) and with all the deals and tie-ups mirriad have secured, it seems incongruous that the company has a market cap of c. £8m?!?
my take on this, for what it's worth, is a serious question mark over a (near-time) funding requirement. there must be a race to get as much revenue in as possible in order to avoid another equity raise, because, make no mistake, at such a low mc, an equity raise of, say, £4m would lead to a serious dilution. i suspect that this is holding back new investors at the moment. should, however, the company announce in a trading update that the company has moved/is moving (with a date) to a cash positive position, i would anticipate that the share price would rocket - if only because it will "come into play". even at 10x the current mc, this would represent loose change for a large ad company and as we know, the potential is absolutely enormous - see quote above.
gla, and many thanks to the regular posters - 2phevs; lotm-13; et al
Re dual listing, never underestimate the cost or the executive time involved in doing so. Personally, I would prefer management attention 100% focused on the deliverable AB outlined in the presentation. A "truer" value will then take care of itself.
Same applies with a main board listing, either standard or premium. Again, costly, and lot of management time tied up and it is not at or clear that there will be a discernable benefit (see Ceres). The only caveat to that is if the company sees, or perceives, that customers are not comfortable dealing or partnering with an AIM-listed company - this does not look to be the case at present given the tie-ups AFC have achieved in recent times.
My v strong preference is for the senior management and Board to be fully focused on delivery. It looks like they have some v good products in what should be an expanding market.
But, ......., as I have always thought - this is a highly "politicized" stock, as are many others in the "green" energy market place. If Donald "Drill, Baby, Drill" Trump returns and an emboldened anti-green, climate change denying Conservative govt is returned, all bets are, v sadly, off.
Well, it's certainly helpful ....
https://www.hydrogeninsight.com/production/biggest-yet-eu-green-lights-7bn-in-hydrogen-infrastructure-subsidies-from-seven-member-states/2-1-1599130
The fall yesterday, what was it, c. 6.5% (?) seemed a little odd, given no information flow.
Maybe the MMs got notice of today's RNS and dropped the price to trigger stop-loss orders in the (almost certain) knowledge that the price would rally on the next morning's news, enabling them to make a killing?
I understand that stop-loss orders have a role to play when trading, but in a quote-driven market (such as AIM) rather than an order-driven market, they are fraught with danger. Always, caveat emptor ....
A "good write up" - I guess so if I were Helikon Investments, who established a sizable short position at a range of prices from 14p to c. 11p, so now posting a not insignificant mark-to-market loss with the offer sitting at 16p per share.
"16p is really overpriced I think most people agree on this" - a strange view to hold. If that were the case, the price would be trading at your target price of 12 - 13p, and people would not be buying at c.16p.
Is it overvalued? Maybe. Impossible to say - the value is derived from the embedded "real options", which are notoriously hard (impossible) to value. As with other "green centric stocks", the value proposition is heavily influenced by the political landscape. Even small changes, e.g. a time frame for the roll-out of "x" quantity of EV charging points; or, a time frame for the phasing -out of diesel generators, could unlock significant value for a company like AFC. But, neither you, nor I, have any real insight as to how likely this with be. My sense, however, is that the mood music is now (slowly) changing (but, I fully accept that that could be due to the current press coverage of Cop 28). What Sunac and his govt say they are doing (i.e. pulling back on the green agenda), and what they they are (ever so quietly) actually doing in the background may be quite different. And i suspect that following the election, with possibly a different govt in place, that (positive) momentum will increase.
The price could retrace; of course it could, in the short-term. But, it could also rally further before spiking up on further good news. Given the wide spreads, I suspect a lot of people here are investors (Helikon Investments accepted) rather than traders. Rather than sell now on the bid, and buy back on the offer, making 1 or 2 p per share, I for one, will hold - but many thanks for your kind advice, much appreciated. If it does drop, given AFC's current cash position, it might be an opportunity for me to add.
Https://cirtecmed.com/event/small-smart-speedy-and-scalable-resonant-link-and-cirtec-medical-partner-to-power-the-future-of-implantable-medical-devices/
September, 26, 2023 – South Burlington, Vermont – Wireless charging leader Resonant Link and leading medical device manufacturing solutions provider Cirtec Medical Corp. have announced a strategic partnership to power the future of implantable medical devices. By combining Resonant Link’s next generation wireless power with Cirtec Medical’s expert product design, development, and manufacturing services, this partnership will offer medical device makers the best technology, fully integrated components, and faster time to market.
Would anyone know if this is complementary to Stereax or competition. It sounds like it is a means for re-charging batteries wirelessly; if it is compatible with Stereax (which I am pretty sure is rechargeable), this could be very positive. Alternatively, if RL provide the battery, it could make Stereax redundant ("Small, Smart, Speedy, and Scalable: Resonant Link and Cirtec Medical Partner to Power the Future of Implantable Medical Devices").
They also developing or have developed (a bit unclear) wireless charging for cars (https://www.resonant-link.com/solutions/electric-vehicles). Again, this might be something that Goliath could leverage off?
Any thoughts?
I actually feel that this market (non-ED sufferers) may be key and the (much) bigger opportunity. If you can achieve greater certainty and better performance, that would make the product very, very attractive. I would also target the *** community as well, for this very reason.
The risk with targeting ED sufferers only is that it may/will not work in a proportion of cases (lets say, 20%) - the negative feedback from the failures will potentially drown out the positivity of the 80% where it does work.
Market positioning and messaging will be key to the successful adoption of Eroxon.
Illustrates nicely the range of applications. The potential is enormous.
But, ......, I do wish people could do the basics right. See column two, page 1:
"The battery must NOT unintrusive to the wearer as any object thicker than a few hundred microns becomes an irritant to the eye."
Clearly, they mean "... must BE unintrusive......" or " must not BE intrusive .....". Also, the webpage link does not work.
Are they actively collaborating with other companies on this (and the other applications they cite), or is it merely blue-sky thinking?
https://www.theguardian.com/commentisfree/2023/mar/17/breast-cancer-treatment-life-health-chemotherapy-drugs-side-effects
For anyone who has been affected directly or indirectly by this insidious disease, one can only wish the company well in its endeavours to get the product to market asap
https://www.dailymail.co.uk/health/article-10695231/Viagra-users-85-likely-develop-eye-conditions-study-finds.html
And I was brought up that it was "self help" that caused blindness!
Surely Eqtec should be all over this? Maybe it is - but they do not look like it is one of the Speakers
https://www.efwconference.com/
Apologies if this has been posted before - the company referred to in the report is EQT. Nothing new here, but may be of interest
https://aiminvestor.co.uk/l/the-small-waste-to-energy-stock-with-big-potential/?identity=waste-to-energy&source=ADVFN&cr_cid=297586446
https://www.theguardian.com/environment/2021/dec/14/mps-call-for-halt-to-britains-incinerator-expansion-plans
Does anyone live in the relevant council area to offer up an alternative?
Let's hope that ITM supply the electrolysers!
This seems a sensible development. The marginal cost of green hydrogen production is the cost of the power input; when supply is high and demand low (a windy night), power providers to the grid are faced with commensurately lower returns. Indeed, often, wind turbines are turned down (can also happen on sunny, windy days). This should make green H very cheap to produce, to be either sold back to the grid later when supply is constrained and demand high at a higher price, or, more interestingly at the present time, integrated into the domestic gas system - think HyDeploy - thereby reducing our dependence on natural gas at a time of high price and geopolitical tensions. Getting to 20% mix would be the start, with 100% H to follow.
Which makes this announcement look positively 19th century -
https://lbndaily.co.uk/mersey-industry-giants-sign-up-for-hydrogen-switch/
- where if I have read it correctly, they plan to create "blue H" reforming natural gas and (very dubious 0carbon capture?!? It makes very little sense with NG so expensive today and even if the wholesale price drops back, the NG price (and hence the blue H price) will be much more volatile than Green H .
https://matthey.com/en/news/2021/hystar?utm_source=Johnson%20Matthey%20Plc&utm_medium=email&utm_campaign=12802324_Hystar&dm_i=XIK,7MEC4,6EZGGM,V1HSH,1
But don't forget, there will be winners and losers. Back the right horse, and whoopee; back the wrong one, well....
A broad based Hydrogen fund will spread the risk and lower the volatility, providing (hopefully) consistent returns over a sustained period. At 20% return per annum (prob not too ambitious, given the various govt roadmaps for H?), you double your investment every 3.8 years; if returns are 25% pa, this shortens to 3.1 years (hence, £10k invested today will grow to c.£145k in twelve-years time).
Given the Jan-21 "bubble" in all things hydrogen and the subsequent pull-back, now might be a good entry point to secure compound returns of 20% or more