George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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Glide. If you know you know less than anyone else then you actually know quite a lot. AIMO but what do I know.
Ditto....
Yep. HUR is a disaster I wish I’d never bought.
Too far under water to bail but if it ever gets near my break even I’ll be out like a shot.
Shame bc it makes £ and should have a stronger SP.
Been lucky with Dev clever and BPC, strange market though. By the way This is not financial advice, I know less than anyone else.
Thank Heaven for ITM I'm suffering over at HUR!
Ty one of the rasons I like ITM so much is the fact it is surfing a ground swell of opinon which itself is driving real change across the world. Not just every now and then but continuously, Major companies are making monumental decisions. In Febuary BP followed Shell by announcing they were changing direction away from oil and gas to alternative energy. Their CEO Bernard Loony said "the 111-year-old company needed to "reinvent" itself, a strategy that will eventually include more investment in alternative energy." When I read this over and over again, I understand why ITMs share price is where it is. I believe it is not just a projection of the company's future, it is the company's place in this new alternative energy driven world. My only regret is, that at the wrong end of my life I will (if I'm lucky) only see the next 20 years of it. But my kids will hopefully benefit.
Guys
I know the score with “recommendations” and treat any and all info as such; other ppls opinions
I can’t thank you all for taking the time to share the information you have. Some of you have got some outstanding ave prices. Well done.
My history with a hurricane energy could not be further from these averages. Oils probably a dirt work on this BB??.but for a company making money every month the sp there is disappointment and frustrating. Shows me often an SP is not necessarily a function of profit. Look at ITM.
I will spread the load and keep my fingers ??
My next move is when to decide to buy more ITM!!
TF
Tysonfury123, I think you hit the nail on the head, there are thousands of companies for investors to choose from (not limiting to hydrogen) so picking "the one", as you put it, is perhaps a little unrealistic given that none of us have a cast iron guarantee over a company's prospects or future outcome. Given that none of us on this board are authorised/approved to give you such advice or guarantee, you're still going to have to follow up some of the ideas thrown in and research them to draw your own conclusion.
That said, here are the things I like about some of the companies I've mentioned before...
Ballard Power - They have trials through several bus manufactures in many countries and have recently joined up with H2Bus to try and crack UK market with Wrightbus (Bamford). They are well established and I believe that once designed in to a particular bus it is likely they will remain the 'engine' for that bus into full production.
Nel - In the same market area with ITM which has huge potential. In addition they are more experienced (quantity at least) in Hydrogen Fuel Station delivery and have the contract with Nikola to roll out across the USA.
Plug Power - Have a proven forklift and fuel supply solution for warehouses and I am hopeful that they move into the airport support vehicle space with a similar solution for tugs, tractors and cargo lifters.
PHE - I like the idea of turning car tyres into hydrogen. It may not be considered 100% green, but it is recycling and gives a second purpose to something that would otherwise either be landfill or difficult to dispose of.
Ceres - their Steel Cell technology is probably a little cheaper to manufacture than traditional fuel cells, although I imagine are going to be heavier as a result, but then could be ideally suited to static generation in combined heat and power (CHP) applications.
Outside of the specific hydrogen sector, but still in clean energy, I like both Orsted and Vestas Wind for being dominant in wind farms and wind turbines respectively.
So asking for 'best bets' as you did, I believe those are the best bets for ** MY ** portfolio (plus ITM for all the reasons you can read about in this forum), but make up your own mind for what's best for YOUR portfolio.
Most of my investments are in income funds as they prove very handy over and above my pensions. But I have significant holdings in ITM Power (average cost price 26.63p) Ceres power (average cost price 16.8p prior to the 10:1 consolidation) and CAP-XX (average cost price 2.85p) 3 shares are enough for me to monitor closely and out of the three, two have served me proud, (Over 600% profit) the third cap x is still to come good but it will. I am still accumulating them when I cam buy at under 3p. Don't know how much you know about supercapacitors but you may want to have a look. I think capx will outshine my other two shares by far.
Tysonfury123, not forgetting AFC energy. Make your own judgement but H2 is a rapidly growing industry. Each company has a different product in respect of its applications. All are valuable in their own right.
Hi all , again
This H2 thing is v interesting and looks like it’s here to stay and as such ( apart from the green credentials which has got to be a good thing) there’s a chance to help my retirement fund- yours also hopefully!!
Some have been kind enough to offer up suggestions of other companies -
Ballard, Plug n Ceres who I have heard of ,
NEL, who someone on here mentioned.
Then there’s SGH2- which I can’t find a stock market for - H-L have certainly never heard of them, not Enapster.
So the million $ questions is - there’s just too many of these companies to choose from.
Thoughts on best bets- some might not make it, others will kill it but for me it’s about those that sign up with other Companies.
Is ITM “the one” or is there good reason and research to add to the stable”
Cheers in advance for any serious info
TF