Discover and read the best of Twitter Threads about #evrh

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Some excellent moves in the PF this week:

ST trades in each of #TRX and #XSG reduced, as they had increased so quickly (~150% and 66% respectively). Balances of positions to be held until ~2p for each stock, but will revise accordingly, keeping a close eye on momentum. 1/12
Two new modest ST trades opened yesterday PM, 200k shares in each: #CIR and #C4XD (both ~17.5p av. entry). Primarily capitalising on community's (and my) recent success in trading up Woodford/Invesco calamities (TRX and XSG!). Both now enjoy solid fundamentals - valuations...2/12
...much more attractive now, with both #CIR and #C4XD SPs having been decimated this year. Moreover, they now enjoy the backing of retail. Fundamentals combined with sentiment = crucial.

ST trade (but happy to hold as a LT investment) opened in #DKL too. Very cheap CPO biz..3/12
Read 12 tweets
An excellent interview, cheers Andrew.

#SAE investment case is not actually dissimilar from the comments I made earlier about #EVRH. SAE is not only world leader in two industries, but it is actually a key catalyst in the growth of said industries.

Conventional valuation...1/2
...metrics will not reveal the potential here. It's all about the big picture.

There's on PLC equity raise happening anytime soon, as the CEO states in the interview. Rather - as I suggested last week - #SAE will likely sell a stake in Uskmouth, or the entire project.
The first offer on the table, from Equitix, values Uskmouth at £132m. Equitix has offered £33m cash to #SAE for a 25% stake.

But CEO has just said that there are now multiple interested parties, including US PE Houses and European utilities.

£132m will be surpassed, I believe.
Read 3 tweets
#EVRH is not your typical AIM company. Were it private, I think it's already enjoy unicorn status. Historic financials are meaningless right now.

Mgmt has been superb in being humble enough to realise VR hardware growth hasn't met expectations, and adapted strategy accordingly.
I can't see #EVRH equity holders at these levels not winning. The launch of the telco partnership model could usher in a period of hyper revenue growth.

Those thinking EVRH is expensive on conventional relative valuation metrics (notably EV/Sales) are being pretty basic, IMO.
#EVRH is about first mover advantage, it's massive moat, and - to be frank - genuinely creating a new industry for itself to dominate for years, if not decades.

Any major player wanting in will have to pay a punchy premium for EVRH - there's no way of catching up now.
Read 3 tweets

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