The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
You are a louzy sherlock. I had a sleepyaccount since months, yesterday I have seen the slump and decided to start to post my experience to warn investors, easy money time is over and people should take informed decisions
@tryitagain if you refer to me just because I want to comment with investors, I was on the brink to invesgt and decided for not for a number of reason that I like to share it here, I like to talk about things
They will not take a haircut to their salaries, in their mind they are doing a great job. I interviewed them when considering to invest and I was shocked by the low level of the BoD, I do not say they were low level as Bankman Fried but not far from him. They kept on play a text learnt by heart but it was clear they were trying to sell a tech that does not deliver
Aandi, if you want to make money I suggest you to exit form your EQT position and put the money in some serious company, that have competitive advantage via tech & business model. The problem with EQT it is just taht their tech do not deliver. Do you know the famous MOVIALSA plant that they always bring forward as example? If they would have used the same feedstocks in an AD plant they would have produced more energy and heat and they would have to spend less money for handling the process leftovers. It is ultimately to the tech advantage, why do you think apple & samsung took over Brackberry? Because they had better tech
Ultimately is up to you guys: if you want to speculate and make quick losses or quick gains then play with EQT share. If you look for a sustainable growth based on a competitive tech advantage then EQT share is not for you
In Italy they pay the wood roughly for 1 year 0,5 million of wooden chips cost. If they are lucky, they will cash 2,2 million, no chance to get the money back of what they spent for retrofitting the site before the end of the incentive schemes
I spoke with DP some time around 15 months ago, in order to deepen the possibility to invest. He looked to me a pathological liar although I liked his smooth sweet caribean accent in spanish. My gut feeling was right ;)
@2PHEVs, sorry, no intention to hurt feelings but just want to bring people to reality
Really, I follow Power to Gas and efuels from the concept stage, I know all the players, I have worked with Audi in the initial stage of Power to gas etc, and I kjnow much more than I can say here. I just summarize telling people "well, as long as you are an entrepreneur and receive tax payers money to play around good for you, but I will not put my money on that"
@2PHEVs I know very well efuels, sunfire founder is a good fried of me and the efuels if will have a role will have it for porsche, ferrari etc, so the supercars where 1 liter of gasoline can cost 5 €.
Do you wear the lipstick when you read this news and then invest? Brecause these are the typical press release used to **** investor, and if you are going to be ****ed at least with lipstick you look more sexy ;)
@joe945: nice to see how much experience in H2 do you have. Fo you know Denis Thomas? Me yes, and very well. How many electrolyzer did you buy in your past? As I said, nice to get the wrong impressions on somebody. I would earn more money if the H2 economy would kick in, but I am intellectually honest and I speak against my own pocket
@Joe945: good to know, my point of view is different:
H2 for boilers instead of natural gas is a stupid idea, finally for example the UK is starting to realize that using H2 in a boiler for heating is cumbersome, more expensive and more dangerous than using a heat pump.
The same for cars: electrification is taking place at much higher pace than expected, ICE engines peaked in 2017 and are already declining. Lithium is available, the more they look for the more they are finding it, it is not a rate limiting step in adopting electrification.
In a nutshell, H2 is needed as I said from the beginning but more for industrial applications, where there is a lot of need to "clean" the current black hydrogen.
At h2sciencecoalition.com you find the opinions I share about H2
joe945: it is not "what I acept", but what the market acept. H2 is not accepted as vehicle fuel, just look at the "stock market wunderkind" Nikola and have a look at shell in UK: it is closing its H2 stations, not to mention to have a look at the numbers of H2 cars sold in the last 5 years compared with BEV sales. Even in California, where Toyota was selling Mirai underr the cost of Tesla and was giving for free 1 year of hydrogne they do not managed to sell more than a handful. As I said, I worked and still work in the field of H2, do you work in H2 as well? If you work in H2, tell me why (by the numbers) you do believe in H2 rather than "I FEEL that H2 can be a good solution"
@Joe945 I am not Musk fan boy, I have no electric car, I am entrepreneur in Renewable Energy and I am long term consultant of a company that uses renewable H2. I know very well the H2 technology, the players, I have worked also in 2 big EU sponsorized renewable H2 projects. H2 as fuel is a dead horse. If you are happy to ride dead horses good for you, me I do not like the stench of death. There are few applications where green H2 will be needed, mainly ammonia for fertilizers, but in many applications H2 will not be needed.
Hh77: i really do not understand how the BoD has the guts to look at themselves in the mirror, look at the results and then proceed to receive their salaries. It looked to me an extremely "a lot of frills" company. I know they rented big Audi A6 when theyr toured one of the countries where they are building a plant and order luxury wine bottles when they go to restaurant etc. I am an entrepreneur in renewable energy, but either I am superstingy with my investor money or they are right and enjoy luxury lifestyle while the company crumbles. It reminds me of Dan Wagner of POWA
sorry, I correct a fundamental typo: 0,016% and not 0,16%
@darfphart: just for keeping up with the statistics: are you an engineer? (anyway, DP of Eqtec is graduated as engineer, but in own words "never worked as an engineer, entered the financial market straight away")
@mjallen: I bet few engineers are among the ones that bought. 40% of the richest people on the planet have a degree in engineering, few are graduated as economist or lawyers. Usually engineers understand things and then bet money. From an engineering perspective, the Eqtec process it has not the right economics when compared to other technologies tghat you can pitch against gasification, plain and simple
@sampo18: I am an renewable energy enterpreneur myself and I do techno economic evaluation of processes. H2 as road fuel is a no go totally, there are few applications where is needed industrially and for these amount very likely a PEM electrolyzer will be enough. Just to be clear: I follow closely the H2 generation from 2011 professionally and I can detail why I do not believe in the H2 hype, but it will take a couple of hours ;)
Eqtec started to be traded at 1.325,00 pound per stock, now it is worth 0.22 pound per stock. That is an impressive 0,16% of the original share, who is aware of any company with such impressive negative track on the stock market and still alive?
I do not know any other company with such performance
@sampo18: if you want not to waste money, do not invest or believe the H2 hype, it is thermodinamically and economically a disaster.