Hydrogenone Capital Growth Share Discussion Threads

[jonwig] 05/5/2023 05:44

PJ - I seem to remember having to create an account once, maybe on my phone.

[pj84] 04/5/2023 19:23

Jonwig I followed the link and apart from confirming what part of the world you are in (Europe) and then whether you are a private investor or professional (private) you go straight to the full note.

[jonwig] 04/5/2023 06:00

New sponsored research note (may need to register) -

[pj84] 25/4/2023 21:46

wskill I use Hargreaves Lansdowne and looks like I can buy through them.

[pj84] 25/4/2023 21:44

HydrogenOne looks to the sky backing green plane merger with £7m


.......
"HGEN’s own shares have de-rated in the growth selloff that began four months after its flotation in July 2021. The stock has halved to 49p to trail at a 49% discount to net asset value. This year has been particularly painful with the price falling 37% even as many heavily-sold technology stocks have bounced back."

Whilst the NAV could fall, there does as WB would say appear to be a sizeable economic moat and this could be a good entry point.

[tenapen] 21/4/2023 14:29

Ricardo are also working at Cranfield.

I hold Ricardo.

[wskill] 21/4/2023 13:29

Gave up trying to buy with Barclays HGEN not found.

[skinny] 21/4/2023 12:55

Net Asset Value (NAV).

[skinny] 21/4/2023 12:54

A bit of PR on the above :-

[babbler] 21/4/2023 10:43

Down on good news? Mad market

[jonwig] 21/4/2023 06:17

Cranfield Aerospace Solutions and Britten-Norman to merge -



Up to £10mnneqw invetsment, including £5mn from HGEN.

[rogen83] 12/4/2023 13:50

yummy price action from the lows............................

[jonwig] 06/4/2023 07:11

Octopus Renewables has a new green hydrogen project:



Octopus Energy is a quality business.

[brumont] 04/4/2023 14:30

It would appear that Barclays, despite having requested them. do not have up to date stats, kpi's etc from HGEN and until they get them, they will not allow clients to buy.
Much as it irks me, because I rarely consult these, I cant really criticise Barclays for that

[brumont] 04/4/2023 11:43

Thank you Jonwig. I will be having words with Barclays.

[jonwig] 04/4/2023 11:08

ii processed my ISA buy earlier this morning!

[babbler] 04/4/2023 10:31

They mentioned one they might be offloading within the next year too. And some stuff they couldn't talk about as they were "inside" so hopefully news soon.

[jonwig] 04/4/2023 09:37

Yes, very good.

Clear strategy, some disposals could come within three years. Also using a high discount rate 12.9%.

[babbler] 04/4/2023 08:56

Very good presentation imo. Seem like decent managment

[jonwig] 04/4/2023 06:15

Annual results:



Haven't time to read them yet. Might catch the presentation at 9:00.

[rogen83] 29/3/2023 20:07

Trades don’t always get reported when dealt.