Member Info for WaffenBurret

Just saying, looking at the charts.
For all you technicistas.

and I was under the impression that existing street pipes, etc could accommodate hydrogen without the need for large additional infrastructure, unlike heat pumps - is all.

“ has a low ignition point and could cause home fires. Technical studies have ruled this out.”

@Jimmy. Thanks for that. I will let my heating engineer know, lol.

I was under the impression that hydrogen project at PDR would be secondary - After positive results out of Morocco, assuming PG sticks, if even only approximately, to his timetable.

“This JV will be signed, I’ve no doubt about that”

Noresco - You ramper!

Done.

MM cheeky dangling it at 4.40 - quite tempted.

On the domestic front: Have recently changed my boiler and discussed and researched at length heat source pumps - both air and ground - as an alternative ( I have a beautiful early Victorian detached) and clearly not an option for me, and the vast majority in the UK.
However, with a hydrogen, the infrastructure is already in place. So while might not be suitable for cars (small particles, valves, what have you) apparently good to go for home heating - a politically useful solution. So I don’t think PG is wrong to look at GREEN hydrogen as the genzees acquire the vote.

Not only Transparent, but thick too.

Generally I prefer four letter words in situations like these.
Oh well, at least we may take comfort in a higher copper price when next they meet.

Anyway, as you can see, I’ve taken to a new strategy of ‘binge-posting’ lol.
So, before someone shows me the door, I will take this opportunity to say that I believe the price of HUR depends on those afore-mentioned macros (uncertainties). And while there is drift, any potential buyer is going to wait, and wait. It is hugely difficult to value a politically-hot potato.

I reduced my holding here some months ago on the basis that there were more interesting (bullish) options around. That is a risk, and I might miss the party as a result. I hope not. However, I think thus far my choice, on balance to date, has been vindicated but there’s so much volatility around it changes daily and an increased percentage of my holding is now engaged in what I would call trades rather than investments. It’s that type of market/world atm, imv.

I wish all holders here good luck as many of you are unbelievably passionate.
Just remember, don’t ever fall in love with a share. I’m not trying to find a lower price here honest, hence the Kistos comment. I’m not in Kistos either. Might consider though.

Firm commitments need to be acquired from the Government regarding CO2 regs, commitments and compensation for energy companies before things get moving here.

The end.

Government policy is a mess. And we’re all paying. I can’t see any alternative here at the moment. In any case we are trapped by fed policy which in turn is driven by US foreign policy.
It’s more joined up than many realise. I knew I should have joined intelligence.

No wonder there’s so many joining the ‘great resignation’. I wonder if our stewards here will be going that way?

Whilst here, I’m wondering if Kistos might be sniffing around in spite of their protests about focusing further afield. Im sure they wouldn’t mind a few tax credits. The problem is, nobody knows what Government policy might be toward energy in a year or two’s time. Joe Public is slowly being BBC media-primed to loath oil and meat.

Nightmare #1 for planners. Therefore waiting while getting the price as low as possible.

What will Gov policy be in 2025/6?

Goldman Sachs, have consistently got it wrong. But they still make money. Interesting to consider why that might be. How do they do it? Although they are currently having a shakeout I read somewhere recently.

Could, would, might, should, blah blah, blaaaahhhh.
There’s a prediction to match every predilection. Take your pick.

Oh well, I can go back to sleep now. Price movements today in ARCM will be irrelevant.
The jv is clearly happening unless Zambian Government changes its mind lol.

There’s nothing else to say, unless you’re a frustrated troll.

What’s so special about Sunday?

Small margins at this level compared to the immediate future. Something is brewing. Sells are being timed now to depress price imv.
Ask yourself Why? Why now?

Just to add, I have been in this for ages and grateful for the value and information provided by the regulars on here, in spite of the trolls. Many thanks, and GLA.

Odd how nothing is happening today - are the markets actually open? Perhaps the MM are building a stack for a big game of Jenga.

I suppose, “In any event, before the expiry of the extended exclusivity period” could mean 5.30pm RNS Wednesday. Perhaps Nick wrote those words feeling under pressure to say something positive to us at that time.

Is NvS a man of his word? Or is he not.

I Am invested, so seriously hope this deal goes through. Staying in through the weekend in case an RNS lands 07.30 Monday and before traders begin their fun and games.