RE: Decisions6 Jan 2022 19:16
I sold some PHE and have made 80-90% on that as opposed to the continued bleeding effect here. Wish I’d sold the lot tbh.
PEEL won’t be making any headway for quite some time with us and PHE does sweet fa, I mean cmon where was the RNS today? How hard would that of been?
It’s fair to say that all the deals and increased revenues are heading HUIs way and PHE will be the secondary beneficiary with the annual fees.
I think considering the tiny mcap of HUI in comparison you can see there’s still heaps of room for explosive growth there which is likely to outstrip even an optimistic 30% rise here for the time being.
Long run is anyones guess, all I’m going to say is that Linde have made the deal with HUI not PHE, quoting from one of the talks earlier it was said that linde would be looking to have a good thousand or so plants for it to even be profitable for them. Whilst that’s amazing for us here at PHE with the annual fees.. imagine just how much revenue HUI will be making. Again given that they have 10x less shares than PHE and an extremely proactive driving force behind them, it’s easy to see why people are recognising the greater potential for returns there.