The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Doh! Of course. Should have stayed plugged in to that !
Good to hear some great questions (albeit responses from JM etc we might hink we have heard before!) from familiar names present in person at the AGM. Sorry I couldn't join you good people in London today - and for traditional LTH post-event debrief in a local tavern, but listening, marking and inwardly digesting at the other end of a computer screen here in deepest East Midlands... What is best message board/connection point for us these days? Kind of lost contact a few years ago when ii board became impossible.
With some experience of these presentations (making them during a global corporate IR career and in context of numerous start ups and experience as an angel investor) the story today is pleasantly more compelling and encouraging than I expected. FWIW - my observation!
That's the point. Are recent developments around the company (only partly from company itself in Results and Vertoro press releases) enough to explain a big SP rise ? Or is there something that ii have got wind of, even that they just think has a high probability of happening sooner rather than later?
Do we read anything in to the lack of comment from QFI on yesterday's SP rise? Unless a company expected positive news imminently, are they not required to post something saying that such a rise lacks foundation? Or alternatively to announce something earlier than intended? What think we, hive mind ?
Nice top up opportunity today as market overreacts to exactly the sort of annual results one would expect. Hydrogen, especially when produced utilising surplus or stranded renewable electical generation at relatively local scale, is defintely part of the future energy mix and this RNS indicates that ITM is increasingly well positioned. Anticipate energy giants doing what they usually do when they need new technology or assets: competing to buy up the energy minnows who have something that they want.
That's good - no need to sell her into slavery then! Break even for me is 9.5 p, so a fair way to go yet...
MSC were on steering committe of this event yesterday. Did QFI or MSAR get a mention ? Perhaps if so, did it influence sentiment and SP today? http://forums.capitallink.com/shipping/2021decarbonization/
Plus points for me in an increasingly promising picture for QFI:
1. Clear funding through to commercialisation and self-funding - no debt burden.
2. Multiple prospects for commercialisation, any one of them a winner.
3. Technology that always made sense but now "in favour" due to potentially criminal failure of VLSFO and lack of other alternatives that "do something" about marine emissions.
4. Very late dawning realisation amongst institutional investors of desperately urgent need to "go green", now chasing limited good investment opportunities. Two good IIs on board and now visible above the parapet.
This adds up to the best prospects for QFI in many, many years and as an underwater LTH I have seen many! Increasingly believing rather than merely hoping that this year we are going to break through... Fair wind behind us and all that!
As one of the longest of long-term holders in QFI (and a significantly underwater one for most of the past few years), I'm now finally beginning to think that our hopes stand more chance of happening than ever before. The funding is in place through to self-sustaining revenues. It will take only one of the current projects to come good to reach that point and there are in fact several projects with strong likelihoods of success. For once, I am an optimist and will be subscribing for as many shares in the offer as I possibly can.
Ceres, ITM, AFC all down today. MMs decided to have a downer on hydrogen today to gain on the upswings tomorrow or next week? A sector dip like this signal time to buy the better companies in that field... (which these three are!)
Obviously subject there should be "Maersk..." Can't work out how to correct it. Damn keyboard finger trouble...
Whatever Maersk may be considering in the near term, they still seem to have some appetite for exploring future shipping fuels albeit the effort is led by Alfa Laval:
"Alongside partners including the Technical University of Denmark and the Mærsk Mc-Kinney Møller Center for Zero Carbon, Alfa Laval will spearhead the development of the SOFC4Maritime project, which used green fuels such as ammonia, hydrogen and bio-methane to produce power on board vessels."
https://www.ship-technology.com/features/qa-using-fuel-cell-technology-to-decrease-shipping-emissions/
Mid to longer term RWI will benefit from the general "greening" of the economy - or what is left of it after ravages of Covid and Brexit and ahead of the wider enviro-socio-economic collapse!
Welcome indeed though today's news is, especially to this deeply underwater very LTH, can someone assure me that QFI has the cash to get through another lengthy LONO, even assuming no stray buoys or other upsets ? Sight of at least some cost-defraying income or, preferably, serious inflow of non-dilutive cash please....
Similar experience for me with ITM. If only I had invested there even a tenth of the amount that I have put into QFI! However, I'm still prepared to live in faith with the captain and crew in hope that this share can still do the megalift as well...
Useful reading if anyone missed it:
https://www.icis.com/explore/resources/news/2020/04/14/10495891/insight-synthetic-fuels-key-transitional-tool-for-decarbonising-europe-s-road-transport