Hydrogenone Capital Growth Share Discussion Threads

[pj84] 09/5/2024 20:32

Skinny posted the link below on the ITM thread but very relevant to HGEN as well

www.hydrogeninsight.com/production/clean-hydrogen-production-will-ramp-up-by-a-factor-of-30-by-2030-but-governments-will-still-miss-their-targets-bnef/2-1-1641502

[brucie5] 09/5/2024 16:02

One lives in hope.
;)

[robards] 09/5/2024 14:23

As much as I'm enjoying this rise Brucie5, I think on past performance you'd be hopeful of having another chance near 50.

[brucie5] 09/5/2024 13:32

Congratulations. I missed this morning's rise though it's had several spikes before without any sustained reversal of overall trend. I'm still awaiting an optimal point of entry, having clearly missed the last one!

[pj84] 09/5/2024 13:09

Brucie5 there is also a third layer of potential discount as the current NAVs don't take account of the hoped for exit premiums the management believe will start to prove the model of the fund.

Nice to have a double figure percentage profit for the first time since buying into HGEN

[brucie5] 09/5/2024 12:29

From 52 to 56 - >8% up on the morning. Now that really is annoying.

[brucie5] 09/5/2024 11:07

And absolutely no interest in this share, which is a great counter-indicator. The interview with Richard Hulf is an essential starting point for understanding the proposition, imo. The chart has just turned up over the 200sma, so could be worth watching, in case we are now at the very start of a revaluation of the hydrogen story. If so, this one contains pretty much everything one might need for the journey, at a 50% discount, which may even understate, if the company has been oversevere in its discounting of NAV values in the underlying shares. In which case two layers of discount?

I don't hold, but if the chart serves up a reversal, I can well imagine doing so!

[brucie5] 08/5/2024 08:17

Positive update, I'd have thought...

[livewireplus] 01/5/2024 07:11

Let us see what 8th May brings as theQ1 2024 NAV and portfolio update is expected to be published on that date......

[amt] 18/4/2024 07:26

Discount looks bonkers but sign of the times

[pj84] 02/4/2024 16:28

Looks like the City of Bradford - West Yorkshire Pension Fund, see value at these depressed levels and have increased their holdings from 5.05% to 6.6% of the company's shares.

[31337 c0d3r] 27/3/2024 20:12

Quite a strong rise today:
HGEN up 7.87%

For comparison:
FTSE 100 up 0.01%
FTSE 250 up 0.17%

[thompson_alan] 25/3/2024 14:46

folks on the BSIF board on this site are saying they recieved a very similar email from AJ Bell re that stock.

[spectoacc] 25/3/2024 14:03

Brilliant:

"First, an apology. We sent you an email this weekend telling you that an investment you hold had failed a fair value assessment. Unfortunately, due to a system error, the email named an incorrect investment.

We’re very sorry for this mistake, and for the confusion it caused. The investment you hold that failed a fair value assessment is: CORDIANT DIGITAL INFRASTRUCTURE LTD."


And yes - I do hold CORD.

[31337 c0d3r] 25/3/2024 08:33

Has the company announced this to shareholders via RNS?

[spectoacc] 25/3/2024 06:49

Coaxed in non-advice language, eg:

"We’ve got an important update for you about an investment you hold – HYDROGENONE CAPITAL GROWTH PLC.

Recently, this investment failed a fair value assessment, carried out by the manager of the investment itself. This means the investment may not offer you good enough value over the long term. "


More concerned that they think I hold it, in two different a/c's.

[31337 c0d3r] 24/3/2024 22:53

Are they not forbidden from providing unsolicited trading advice?

[spectoacc] 24/3/2024 07:46

AJ Bell emailed me over the weekend saying HGEN had failed the Fair Value Assessment, and that I ought to think about selling my holdings.

Which is amusing on several levels, the most obvious being that I don't actually hold currently.

Anyone else get the same email?

[weyweyumfozo] 23/3/2024 14:41

There can't be many people selling at a profit at this level. Or are they deliberately selling at a loss for end or year tax reasons?

[pj84] 22/3/2024 22:41

Either the information being given out by the company is wrong/misleading or at a discount of now more than 58% this is an absolute bargain.

Sunfire is Hydrogenone's largest holding at 20% and is in the top 20 of Global electrolyser manufacturers

And recently they announced that Sunfire had agreed a successful fundraise

In their latest interview on 16 Feb Richard Hulf advised they expected 2 exits of portfolio investments within the next 6 months (listen from 18.48 to 20 minutes).

This is a very quiet thread and I may have missed something but even at this price I feel comfortable holding and am very tempted to top up.

[spectoacc] 20/3/2024 08:55

Threatening that low again. Not sure why I follow this one.

[mabelf1] 09/3/2024 13:05

Thanks, that’s helpful.

[pj84] 09/3/2024 00:09

MabelF1 have a listen from 18.48 to 20 minutes.