PHE - I had a look at the company there. No revenue, market cap under 100m, can’t see evidence of financing, under 300k in cash. Bit risky.
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Definitely carries risk, I agree. It might be misplaced, but I really have confidence in their technology, their working with Peel Ports and also planning permission granted for a their first plant which should be operational next year.
Nel is up today. I think it’s worth to hold it. I bet on Nikola and I am hoping NEL grows with it.
That’s my thinking too as well as other opportunities that will come the companies way due to this exposure.
Unfortunately I passed on Nikola a few weeks back when they had been around $18 - But one to watch over the next 12mths and might jump on when the hype dies.
I added Power House Energy to my Hydrogen portfolio, currently working on building a plant that can recover energy from none-recyclable plastic, end-of-life tyres and other waste streams through small scale gasification into an energy rich clean synthetic gas from which electrical power and hydrogen can be produced.
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