Member Info for wetherboy

Https://ukinvestormagazine.co.uk/bt-shares-aj-bell-on-why-the-telecoms-group-could-be-in-big-trouble/?mc_cid=42075c85c6&mc_eid=460807e580

Feeling nervous but have a few £ to invest if it drops a lot. Long term prospects are still excellent I feel.

I make the 250M trade equivalent to 2.52% of shares in issue so if it's not reported via RNS tomorrow then it must be someone new as it's under the 3% threshold? If its an existing major shareholder then an RNS will surface as it's more than a 1% increase?

I make it the highest volume since 13th December 2021 and 2.5 times the volume last Thursday which resulted in a huge drop. Should we expect an RNS about this tomorrow?

Yes indeed. Well done Hobione ( and me) for buying a few in the low to mid 130’s. Only a few for me but it’s a few quid per penny rise to offset the fairly large losses on results day. GLA believers.

Anybody here claim those? Appear to be lowly priced but marked as 'unknown'

Would be interested in others thoughts. It’s just a 5 minute video. Ajbell.co.uk

He does appear to be Mr Anonymous.

I’m expecting news this week after todays price action. Maybe rekindling of the Octopus relationship but who knows (somebody obviously does).

Up but by less than a penny.

I’ll be the pooper and go for 158.8.

? Looks ok today.

To sum this up it’s jam tomorrow but the cooking of the jam will not be rushed. If the jam is cooked to perfection CPH2 will need the most enormous jam jar ever made. I’ll be dreaming jam every night from now on

My take on the presentation. I'm not an extremely experienced investor and I don't have a background in energy - Hydrogen or otherwise but I'll just give my view.

I was quite disappointed with the quality of the presentation but I try to look beneath the gloss and veneer that some CEO's and team often offer up with little substance. Although the presentation was a bit rough around the edges I could see that the CEO was passionate about the product and I believe he was being honest. He said that the company has pretty much resolved the issues that lost them the Octopus deal last year but he stopped short of saying the issues had been 100% resolved. He said the opportunity to sell to Octopus in the future was still there and that the two companies were still on good terms. He said that during the modifications to resolve the issues which were with the cryogenic part of the product they were taking the opportunity to reengineer the product to simplify it and take cost out, This seems like a good plan rather than just patching things up. I think he said the issues had put the rollout of the product back about 12 months but he also said that the changes they have made will help to scale up quicker in the future. He actually said more than once that the product is over engineered so there is quite an opportunity to reduce costs going forward. He sounded passionate about building a solid company with excellent supplier and manufacturer relationships that will last. He said that the business model is to license the technology rather than manufacture themselves which will make it easier to realise revenues from overseas markets as there's no need for them to export product to customers (presumably just export parts to their manufacturing partners). He said that if one of their direct customers wanted an electrolyser in an overseas country then one of their manufacturing partners would make it on their behalf. Finally he mentioned an Irish water company that wants their product for the medical grade oxygen rather than the hydrogen to decontaminate sewage (not sure what they would do with the hydrogen) He said they are talking to others and there are many, many others worldwide (as you can imagine). If I got anything wrong please feel free to correct me or add more. I didn't take notes as I was walking the dogs!

I’ll give you my take on today’s presentation later if you’re interested. Hopefully others can provide their insight too. High risk, high reward this one I think if you’re an investor. And a slow burner which may or may not ignite (scuse the pun).

Other possible reasons for the rise:

Much improved pension situation?
Ofcom looking more favourable on Equinox II?

Oh dear. I was censored. I’m sure you can fill in the blanks.

This guy, Jeffares sounds like absolute ****. He would be better placed on the tv in a show like Succession. Full of bull****.

Buyers!

Reasonable volume today too