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Started: HydrogenPower, 6 May 2021 08:16
Last post: HydrogenPower, 6 May 2021 08:16
McPhy signs a technological partnership with Plastic Omnium to strengthen its station offering and develop the hydrogen mobility ecosystem https://mcphy.com/en/press-releases/technological-partnership-with-plastic-omnium/
Started: SHAREINTHIS, 20 Apr 2021 15:28
Last post: SHAREINTHIS, 20 Apr 2021 15:28
Southbank Research have issued a sell Alert.
I think there will be a small sell off this week then it will come back next week with some folks buying back in.
Started: pm444, 30 Mar 2021 22:11
Last post: pm444, 30 Mar 2021 22:11
Within the same research note, which covered its now renamed European Energy Services, previously European Oil Services and Drilling, Barclays also kicked off coverage of Nel at Overweight (Target price: NOK40.5) and that of McPhy Energy at 'Equalweight' (Target price: €49.0).
Started: JediJD, 10 Feb 2021 11:42
Last post: JediJD, 10 Feb 2021 11:42
This may be a stupid question but am just wondering as would potentially like to make an investment in this soon – is there any difference between the 0QTF stock listed on the LSE for McPhy Energy, and the MCPHY stock listed on the Paris stock exchange? Does the 0QTF stock follow the price of the MCPHY.PA stock accurately? If so I'd prefer 0QTF as my broker charges more fees for EU stocks. Thanks!
Started: markbantam, 28 Jul 2020 19:39
Last post: ladders4up, 28 Jan 2021 20:08
@Robin
I've a lot to benefit from posts on this [and other forums] with people giving opinion - good or bad - and generally I roll with the flow and try to absorb and collate everything . But:
"Ceres has hit my buy point and pop [I] bought a batch today and will continue to add on each 10% drop on NEL, CERES and hopefully here."
REALLY - Ceres has hit your buy point only now??? You've been registered on LSE since 2012 and [I assume] interested in H2 for a good while. There were many good reports about the value of Ceres at the start of Q4 last year and since then it has risen 250%!
Any particular reason why it has only hit you to buy now......????
Softly softly nudging to my top up point .... Down on news and a few getting burned for chasing the sp beyond sense.
Ceres has hit my buy point and popI bought a batch today and will continue to add on each 10% drop on NEL, CERES and hopefully here.
Golden rule buy low sell high. I fail sometimes but this sector is not immune to wider market head winds and they have gone to 8 on the Beaufort Scale. Sept and job losses will make it really interesting. Brexit by Nov and CVD increase during cold / flu season is the wall if doom.
Thrown in the Dow under pressure and US Election and its head winds look like storm force. Debt growing growth declining = ..... DYOR.
If fear many are looking like bubbles at the moment.
Example being ITM. How do you buy when one week it adds 20% then a week later drops 20%. With these types of companies it is just being traded. No , actually it is the most used LSE Forum hydrogen place to post. It has the gamblers eyes and the shorters/traders look for these stand out posting companies where they can easily trade and when one bad days new can make you 15-40% with a short on the down drop for a buy 10-20% then the pick up again. Not intetesting to me , but I do keep on top of what happens to understand and keep my nerves intact when I am down a few grand on nothing and up a few grand .... Yep on nothing. It is bonkers.
Some of my main holdings, nobody actually posts on the forums , brilliant. Nice quiet with more subtle movement and real trends to judge my investments on and more importantly the wider market sentiment.
Mr Smith for all his faults on ITM is probably right that the markets will react to Cvd Brexit Global debt US election even. There are some strong head winds that seem to be ignored ?
I am happy with a creep up share, it feels more natural. Ok if I get a flyer then I am happy will take some profit especially in this time of head winds and see where it settles. Gaps are more often than not filled. My suggested topping up sp is a possibility.
True...but then try take a look at ITM, CWR, PHE, NKLA.....even Tesla for that matter.....in fact the whole blo..dy Nasdaq.
Its a different game these days it seems....
I expect Robinhood will see his €12 buy in price pretty soon - €5m revenues vs €400m market cap isn’t pretty! The future may be bright, but this has got well ahead of reality.
Started: RobinHood69, 23 Dec 2020 09:16
Last post: LosH, 6 Jan 2021 12:30
1ST HYDROGEN Train Refuelling Station in Europe.
https://railway-news.com/ground-breaking-for-hydrogen-filling-station-for-passenger-trains/
Who supplies the Hydrogen ?
https://www.industriepark-hoechst.com/en/stp/search-results/search-results-all.html?facet.filter.language=en&preparedSearch=industriepark&query=electrolysis
Who supplies the electrolysers ??? McPhy @@
Started: PM44, 5 Nov 2020 10:22
Last post: PM44, 5 Nov 2020 10:22
Started: iWantThatOne, 14 Oct 2020 08:18
Last post: SatellitePro, 14 Oct 2020 09:37
Agree - long term these new strategic partners will help expand growth and broaden the customer base. The next stage in evolution for McPhy.
Excellent news and vote of confidence from IIs. Note the over-subscription and the low discount: "McPhy (Euronext Paris : MCPHY – ISIN : FR0011742329), (the “Company”), specialized in zero-carbon hydrogen production and distribution equipment, announces today the success of its capital increase without shareholders’ preferential subscription rights announced on October 13, 2020, by means of an Accelerated Bookbuild to the benefit of certain categories of beneficiaries, for a total amount of € 180m (the “Offering”).The Offering was oversubscribed several times which enables the Company to upsize the amount of the Offering from an envisaged € 150 m to € 180 m. The subscription price of the new shares was set at € 23.50 per share, representing a discount of 8.56% based on the last closing price."
Started: PM44, 4 Sep 2020 09:46
Last post: PM44, 4 Sep 2020 09:46
Started: markbantam, 4 Aug 2020 14:08
Last post: markbantam, 4 Aug 2020 14:08
Another French development but in the Auvergne Rhone Alpes region by Ataway to date. The project also supports the acquisition of 1,000 hydrogen vehicles in parallel with the installation of 20 hydrogen stations. Not sur eif there is an opportunity for Mcphy to join in.
http://atawey.com/en/actualites/atawey-hydrogen-station-already-delivered-hydrogen-to-50-cars-61.html
Started: markbantam, 4 Aug 2020 13:16
Last post: markbantam, 4 Aug 2020 13:16
Hyd'Occ will be in charge of building a green hydrogen production plant with a capacity of 6,000 t / year by electrolysis of water (50MW in the long term) supplied with green electricity (regional) and of supplying the Lourdes Mobilities uses (Maritime, Land, River, Rail), Industrial and Generation of electricity.
Not sure who will be supplying electrolysers but Mcphy must have a chance?
https://fuelcellsworks.com/news/france-hydocc-arec-occitanie-and-qair-are-realizing-regional-ambitions-for-green-hydrogen/#:~:text=Hyd'Occ%20will%20be%20in,Industrial%20and%20Generation%20of%20electricity.
Started: markbantam, 3 Aug 2020 11:05
Last post: markbantam, 3 Aug 2020 11:05
McPhy selected to equip two hydrogen refueling stations and 1 MW of electrolysis
https://mcphy.com/en/press-releases/new-contract-high-capacity-hrs-ely/
Started: markbantam, 31 Jul 2020 13:58
Last post: markbantam, 31 Jul 2020 13:58
As part of the Dijon Métropole Smart EnergHy (DMSE) project, McPhy was chosen to design, build and integrate two hydrogen stations with a capacity of 400 kg of hydrogen / day each (one offering a pressure of 350 bar filling and the other offering a “Dual Pressure” configuration in 350 and 700 bar). They will be connected to a 1 MW high power electrolyser.
Four distribution terminals will be available to supply the heavy and light vehicles of the community and its partners, north of Dijon. This fleet will initially consist of 27 buses, 9 garbage dumpsters and around fifteen light vehicles. By 2030, it is expected to reach a total of 200 buses, 50 dumpsters and 250 light vehicles.
The specificity of the project comes from the fact that the electrolyser connected to produce hydrogen on site will be 90% powered by electricity from a household waste incinerator and the remaining 10% will come from renewable energies produced locally. This will make it possible to recover so-called “fatal” electricity, which would have been lost if it had not been able to supply this ecosystem, and to avoid nearly 2,500 tonnes of CO2 emissions per year.
The order was placed by the company Rougeot Energie, as general contractor on behalf of the company Dijon Métropole Smart EnergHy (created with the metropolis to carry out the project).
https://hydrogentoday.info/news/7239
Started: RobinHood69, 23 Jul 2020 18:44
Last post: RobinHood69, 30 Jul 2020 19:49
Originally posted 23rd July. Remember there are SO FEW shares in issue here. Any selling to just get out the market will drop this sp just like the herd piling in and paying a premium to get in without questions of a rise from €4....yes €4 Euro's to €30 in two months. WOW based on how much good news ??? Nonsense. Will I see €12 ? Will have to wait for the weak sellers to dump . Then buy more. Please DYOR and do not listen to me.
Down to €16 not much more before it reaches my buy suggestion from last week ?
Drop cannot be company related as every share except one is down today , Friday ? Why across every share ?
As previously stated at around €23 , €12-15 looks like s good buy in price. Many will have chased the rainbow, tried to sell out but are finding the very very small amount of shares works in both directions. The gap from such a fast and huge rise has to be filled. Trying to offload with such few shares is very difficult and I think a few are being spooked and probably selling at a loss because they read another forum pushing McPhy and the great rise ?
I took my 100% as the figures were becoming stupid. The herd came and chased the sp right up, now the mm's csn cash in. A prime example of buying low selling high and knowing what you are buying , including an overvalue point.
I put HOLD as once the gap is filled and Australia starts its hydrogen engines this will rapidly rise towards production and revenue inline with sp value.
Hold and don't get scared.
Happy to buy below €15 but hoping for €12 for re entry.
Lets see if I get back in on a proper value and not hype ?
Started: markbantam, 24 Jul 2020 16:44
Last post: markbantam, 24 Jul 2020 16:44
French hydrogen group want "To be able to achieve the national objectives, in accordance with the PPE, investments by industrial and research players are estimated at nearly 24 billion euros ( 24 billion € ) over the period 2020-2030 "
https://www.afhypac.org/presse/un-plan-national-hydrogene-ambitieux-et-coherent-pour-faire-de-la-france-un-des-pays-leaders-de-l-hydrogene-renouvelable-et-bas-carbone-2446/
Started: RobinHood69, 24 Jul 2020 09:36
Last post: RobinHood69, 24 Jul 2020 09:36
Everywhere is red .... ? Why now ?
Started: DesertStar, 13 Jul 2020 17:23
Last post: RobinHood69, 23 Jul 2020 18:35
Could I be right that a gap is being filled before the next move. Called on the 18th of July. Now 23rd and watching for that gap to fill.
Hi all.
I basically started up the posting history on here but have just started a new job so i am very time short.
I think a few have been bringing up mcphy on itm site, but if you can keep in mind one of my posts from early june, there are SO FEW shares the news and squeeze to buy has alerted the early birds and once €10-12 was broken the herd came and pushed it up.
Obviously I am delighted at the rise and have taken my 100% with the posdibilities of the wider market cvd & Brexit to come in the coming months plus crushed Q2/Q3 figures from the wider market to come.
Word to the wise. If anything happens from leftfield and there is news but the other way, the few shares which produced the rise can obviously cause a pretty quick drop too. It works both ways. If anyone was trying the sell the end of Friday I would be interested to know just how easy / difficult it was to sell in a sellers hour ? EG could you sell 100 or 500 shares straight off on open market or did anyone have to put in a best offer price to sell, which is often the case.
DCTA is one I buy in and sell in the swings and its a pain in the a@#£ to try and sell as that is tightly held 75-80 % in solid hands so the mm's offer peanuts to current Bid often near 5% down on the buy price.
So just be aware , but enjoy that ride. €4 up to €30 in 12 weeks .... Hmmm bubble ? Got to be a gap fill somewhere ?
I am looking at €12-15 , somewhere around there before the next surge.
Anyone have any further view , experince on mcphy ?
Thx. I bought into McPhy partly because it was just 1/10th the mcap of ITM, which seemed crazy at the time. It looks more reasonable value now to me.
Usual sort of bulletin board stuff depending on whether people have bought or sold!
A lot of conversation about whether or not it is overvalued. For me, as a comparison the market cap. is a quarter of ITM's. I chose Mcphy over ITM so glad it's catching up a little now!
What are they saying, DS? I’m just enjoying the ride at the mo.
Started: RobinHood69, 2 Jul 2020 11:25
Last post: markbantam, 9 Jul 2020 15:25
The “HyGreen Provence” project mentions Mcphy .
https://business.financialpost.com/pmn/business-pmn/industrial-giants-seek-green-fuel-from-solar-power
France expanding hydrogen projects.
https://www.pv-magazine.com/2020/06/02/siemens-and-engie-plan-12-mw-green-hydrogen-and-gas-project-in-france/
Started: taskmaster, 30 Jun 2020 12:00
Last post: SatellitePro, 1 Jul 2020 12:01
Thanks TM - Apex video at this link - looks like McPhy has a good partner here....https://apex-group.de/en/website-apex/apex-energy-teterow-gmbh-who-we-are
Energy inaugurates green hydrogen plant in Germany...
https://renewablesnow.com/news/apex-energy-inaugurates-green-hydrogen-plant-in-germany-704524/
Started: RobinHood69, 7 Jun 2020 16:21
Last post: RobinHood69, 24 Jun 2020 09:34
HYDROGEN ! . Look at the partners Mcphy are working with. Currently supplying THE LARGEST Hydrogen plant in the EU with McPhy hydrogen technology.
https://www.globenewswire.com/news-release/2020/01/22/1973430/0/en/McPhy-Energy-McPhy-to-equip-the-largest-zero-carbon-hydrogen-site-in-Europe.html
Only 19m shares in issue , EDF own 20%+
Rare shares and Macron today is going to focus on French companies including energy @@
Hydrogen. Look at the partners Mcphy are working with.
https://www.globenewswire.com/news-release/2020/01/22/1973430/0/en/McPhy-Energy-McPhy-to-equip-the-largest-zero-carbon-hydrogen-site-in-Europe.html
Started: RobinHood69, 22 Jun 2020 15:23
Last post: RobinHood69, 23 Jun 2020 09:10
"HYDROGEN 1GW electrolysers, our vision is to use a modular design based on a new larger stack size, for example at 5 to 10MW. It’s a bit like building a wall: if you want to build a bigger wall, it makes sense to use bigger bricks”.
"1GW electrolysers, our vision is to use a modular design based on a new larger stack size, for example at 5 to 10MW. It’s a bit like building a wall: if you want to build a bigger wall, it makes sense to use bigger bricks”.
HYDROGEN PROJECT Underground Sun Conversion is electrolysis to produce hydrogen.
RAG selected McPhy as a project partner to supply the electrolyser. Bauer explains, “Our selection process was very robust. First, we defined the key purchasing criteria such as: the need to have relevant reference installations; safety management processes; technical quality of the proposal; energy conversion efficiency for our specified operating profile and the initial capital outlay. Our goal was to find a solution with lowest total cost over a 10-year period.”
https://www.h2-view.com/story/hydrogen-conversion-to-green-gas/
McPhy Energy in Germany explains how his company is involved in the project. “One of our hydrogen electrolysers is right at the heart of this process. It’s a mid-sized unit, by modern standards, consuming 0.5 MW of power to produce 100Nm3 per hour of hydrogen.”
Started: DesertStar, 20 Jun 2020 08:58
Last post: DesertStar, 21 Jun 2020 13:08
I go back more than 3 months! ITM up about 1500%!
over three months: - McPHY up 177% vs ITM 182%.
I'd suggest having money spread across multiple Hydrogen and alternative green companies. Most of them have been on a roll in recent times. If there's another market correction in the offing it will make a perfect entry point for those who may have missed out on the recent unusual rise in shares.
Well I choose McPhy over ITM so have been a bit gutted in recent months!
Got in just in time last week! Looking forward to visiting zero emissions valley!
Nice to see a bit of interest in Mcphy! Been invested for a while.
Started: nimrod22, 19 Jun 2020 14:11
Last post: nimrod22, 19 Jun 2020 14:11
hxxps://www.globenewswire.com/news-release/2020/06/18/2050326/0/en/McPhy-is-selected-to-equip-the-largest-zero-emission-hydrogen-mobility-deployment-project-in-France-and-one-of-the-most-ambitious-in-Europe-Zero-Emission-Valley.html
Started: RobinHood69, 19 Jun 2020 09:08
Last post: Porsche918, 19 Jun 2020 12:58
hello RH, I was hoping this would drop as it does after the good news is no longer new, might have to bite the bullet, another long term hold
15% UP McPHY HYDROGEN deal in France for up to 70 stations.
10%UP HYDROGEN DEAL for McPhy up to 70 stations in France , much more to come from French Gov specifically on Hydrogen.
Upto 70 HYDROGEN Stations to be created by the MAT Collaboration and Hympulsion project in France.
Macron earlier in the week "French money for French companies". Well that is a start. Much more to come !
McPHY HYDROGEN EU Leading the role out of HYDROGEN with up to 70 stations in the Emmisson Valley possibly.
https://www.globenewswire.com/news-release/2020/06/18/2050326/0/en/McPhy-is-selected-to-equip-the-largest-zero-emission-hydrogen-mobility-deployment-project-in-France-and-one-of-the-most-ambitious-in-Europe-Zero-Emission-Valley.html