Right place. Right time is coming.21 May 2024 16:54
a lot of us are down 10's or 100's of £k's here, but every fundamental point of the company is screeching at me that i'm in the right place of us or phe.
the reason phe is where it is is because they, like us, raised a **** ton of cash in 2020. they still have a good deal of that cash. why? because they haven't spent it. no business can grow unless it spends cash. dp has spaffed some of it away (show me a single business which doesn't make a bad decision) but a lot lot more has been invested in the true sense.
we have the tech
we have the patents
we have the r&d
we have the uni pilot plants
we have a working mdc
we have commercial plants
we have engineers
we have customers planning
we have customers building
we have customers operating
we have government backing
we have multinational op's
we have committed funders
we have a very well researched group in here.
we only need now a repair in our sentiment.
of the above list, phe ticks two, possibly 3. that's it. they've got the expensive stuff to come and to be honest, i'm not confident in their leadership.
i'm in the right place. i'm sure of it.