Member Info for wetherboy

Is this FOMO or real action?

Https://www.brambleenergy.com/resources/bramble-energy-secures-12-million-funding-to-provide-first-of-its-kind-fuel-cell-technology-to-hydrogen-bus-project/

Https://www.brambleenergy.com/resources/bramble-energy-secures-12-million-funding-to-provide-first-of-its-kind-fuel-cell-technology-to-hydrogen-bus-project/

Anyone got any idea how much revenue is expected this current year? I see it was only £2m in the year just ended.

Tichtich

And more generally I worry that there could be eventually be a glut of intermittent renewable energy, more than can be economically used.

Your 'worry' leads me to suggest investments in energy storage. Batteries of one kind or another or maybe green hydrogen if you can separate the wheat from the chaff.

This was from the 7th March trading update so I would hope no additional funding is required:

Overall, the Board of Saietta is confident that the Company is now in position to fully finance the coming financial year (2023/24) without recourse for further external fundraising by removing excess costs, reviewing all key relationships and focussing on the delivery of major revenue streams flowing from late summer. The Company's cash balance as at 28th February 2023 was circa £11 million.

Https://uk.finance.yahoo.com/news/bt-group-powering-scottish-economy-111956568.html

Good rise so far today. Happy bunny if it sticks but I get a feeling there's some good news abounding. May need to wait until August.

Will take about a month to read but will come back to you (maybe). It does say the pension valuation is due 30th June.

Https://strohm.eu/

Innovation in corrosion proof pipelines suitable for hydrogen.

Ceres has a market cap of approximately £555M. This is higher than 21 of the constituents of the FTSE 250 so Ceres should have no problem getting into the FTSE 250 sometime this year. This article focusing on ASOS is interesting and I've extracted a particularly relevant paragraph:

'Looking ahead, because ASOS is large enough to get into the FTSE 250 index there could be additional demand for shares from index fund managers seeking to gain exposure in their portfolios'.

And this on about the FTSE 250 entrants:

'However, the share prices of nine out of the 18 companies have more than doubled since moving to the premium list. As well as the share price growth, many of these companies are significant dividend payers'.

The full article from last year:

https://www.ii.co.uk/analysis-commentary/aim-main-does-moving-markets-make-sense-ii522643

BTW. Last years trading update was mid August for the half year results.

6 week high at this precise time and it's rarely been at £1.13 or above since the big crash in March. I see a steady recovery over the next few months, albeit it not to the dizzy heights of £2+ for quite a while. I'd like to see a trickle of good news/news of new orders rather than a surprise with the results.

Very enjoyable piece of journalism. No BT bashing too. Well done Anne.

If you get a chance to listen to the interview with Clive Selley it's worth listening to the following two interviews with the Talk Talk CEO Tristia Harrison and Greg Mesch from Cityfibre. Tristia said that Talk Talk was thoroughly supportive of Equinox 2 and said it was excellent. She intimated that Talk Talk would only be using a small number of Alt Nets, she mentioned 4 at the moment. Greg intimated that he would expect there to be in the region of 20 Alt Nets remaining from the 100 there are now or at least that Cityfibre see value in only 20 Alt Nets for future aquisition. He seemed to be saying that Cityfibre are likely to lead with the consolidation of the Alt Nets (he doesn't see Cityfibre as an Alt Net now as their bigger than Virgin). Give it a listen.

I don’t have the wherewithal to work out how much that will have had in divis since then or whether inflation and interest rates come into the equation. I know a man that does though…..

Looks like shares were about £4.60 in early 2016.

I make that large trade a smidgen over 1% so may well elicit another RNS.

Fleccy’ you may find this interesting. https://www.lexology.com/commentary/tech-data-telecoms-media/united-kingdom/wiggin-llp/equinox-2-and-its-regulatory-implications-background-and-new-features

Fairly positive outlook and Tommy is very conservative so expect 24 to be better than he might suggest. I expect the bottom’s been set and it’s up from here. DYOR