Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
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Thanks for the info Sir
The others look a little “red/ black”- Will take a look. Thank you
I tried one of these type of companies- different industry (MotifBio) last year. Was the next big thing, recommended by ?? MF or some such other. Lost a few quid and think Co is hanging by finger nails.
Always hard to pick a 10 bagger eh? Though some of you here , in early , look to be on your way ??.
TF
https://etfdb.com/etfs/industry/clean-energy/
I have a modest holding in the ISHARES ETF, which by far has the highest asset value, with the holdings including Enphase etc It's returned 4% in a relatively small time.
The others, such as the Invesco Funds, have smaller holdings, supported by the bigger market names.
The conversion process is in patentable so lots of competitors. I'd focus on consistant low noise investments like TRIG
I've found a couple, they look really volatile though, not sure if that's because they are new, or something else, certainly not the stabilising influence of a portfolio of shares being covered that I was expecting.
Thanks all
Will have a look
Anyone know of the ETFs SirJ is eluding to?
TF
And the Zink is cheaper I guess?
Are! another LTH like me still hoping !
Ty you could also look at CAP-XX the next ARM if the pundits are to be belived. And, yes I am heavily into it so I am biased.
Tyson, if interested in some potential and diversification, have a look at SEE. Great entry price at the moment. Dyor.
Thank you all, for sharing your thoughts and info on how it works and maybe who to look at.
I looked at Ceres early last year and didn’t invest. Oops! Now it’s approaching 4.25 a share and most of its gain was Dec to feb ( then dropped as did most with COVID-19) and now getting back to its Jan/Feb high, it’s a wonder if it hasn’t already done its bit. As always so hard to tell.
I’m looking at ITM (invested) and a few other stocks to compliment the usual funds (Fundsmith and, that sort of thing) as well as a few I punted on at the end of March. A few have done spectacularly well - frontier Development, while others have dived. Dart was not my best pick!??
Sirjd, care to share? Obviously I won't treat it as a recommendation.
Solid state batteries yes, but for reflow batteries to store more you use a bigger tank. More power equals more equipment to process the liquid.
I see them as being complementary to ITM, storing power in more static settings, whereas ITM can store where power needs to be more mobile.
13thmonkey, yes I've looked at various flow battery systems. They're certainly a good battery implementation. I'm just not a big fan of battery technology for solving this particular problem as (in my opinion) it's more challenging for scalability and its storage is not mobile. If you want to store more with a battery you have to buy/build another battery. If you want to use the energy from the battery you have to wait for a good time to release it into the grid. Additional Hydrogen storage can include adding another storage tank or even loading it onto a tube trailer and delivering it to someone with a demand for green hydrogen - even export overseas.
Some promising ETF's available aswell with holdings in these companies and 'clean energy'. Worth having a look at.
Toneman, have you considered zinc8, liquid battery similar to vandium reflow, but with zinc as the operating chemistry. Identical chemistry from cycle to cycle so should have a very very long life, and scales well with storage essentially in tanks.
Tyson, check out this website https://gridwatch.co.uk/ to get a graphical view of how good wind really is. It shows live and historical graphs of all our electricity generation. Even though it's still early days for wind farms, in the UK we're already generating on average about the same as nuclear. As I write this (Sunday 9.55am), from their live data, wind is the single largest contributor to our grid at 8.5GW, nuclear is second at 5.7GW, gas is third at 3.8GW. Demand is low right now, and if it increases through the day then they'll increase gas power to compensate.
Companies with a green energy theme that I think are worth researching...
Hydrogen Generators: ITM; Nel (Norway); Powerhouse Energy (UK)
Fuel Cell: Ballard Power (Canada); Ceres Power (UK); Plug Power (USA); Power Cell (Sweden); Proton Motor Power (UK/Germany)
Wind Power: Vestas (Denmark); Orsted (Denmark); Siemens Gamesa (Spain)
Large Companies with a finger in the pie: General Electric (USA); Johnson Matthey (UK); Siemens (Germany)
It's a big topic with hundreds of companies but the above are some of my favourites, but not all have good share histories, so as with all 'recommendations' the standard caveat applies - do your own research.
That’s all for the responses.
It’s good to see these new technologies and using “spare” power is a good way to produce fuel, which can be stored, because ultimately that’s what it’s about as well as using “cleanly produced” energy eg wind , solar, to produce either electricity ( difficult to store) or something else that can be eg H2.
The energy law is such that you never get “owt for nowt”- whoever stated this was clearly from Yorkshire ( as am I)
I am still really surprised that wind power is still a thing- unreliable in my book. No wind / too windy....
Now a turbine under the water in an estuary, which I believe has been discussed for years in the area around Swansea, is guaranteed. The tide always comes in, as always goes out. Every day with failure!!!
My original question was really about where else to invest and diversify, which is why I’m interested in these other companies- NEL? and these US start ups. I know this BB is for ITM, but any other suggestions would be well received- I understand the DYOR- but knowing where to start looking is a bonus.
Cheers all
TF
I suppose at the
SGH2 and another company Ways2H , both California start ups have been mentioned on the Power House Energy (PHE) site. They are more direct competitors to them and EQT being Waste to hydrogen . They ARE more efficient in terms of energy in to hydrogen out as the following quote from the article in "New Atlas2 makes clear.:
"What's more, while electrolysis requires some 62 kWh of energy to produce one kilogram of hydrogen, the Solena process is energy-positive, generating 1.8 kWh per kg of hydrogen, meaning the plant generates its own electricity and doesn't require external power input." While the first statement may or may not be accurate now, it is certainly true that the gasification process IS energy positive because it uses PART of the calorific value of the waste input as "fuel" to run the process. The waste itself is even better than free because waste companies will pay to have it taken away , at least the waste that can't be recycled. We may be confusing efficiency with profitability. The article from "New Atlas" does dispute the figures from SGH2 as the rest of the article says. i.e. cost of electrolysis production of hydrogen is nearer 5-6 $/kg than 10-13$ quoted by SGH2 . So only 2- 3 times more. AND of course , they are talking about USA costs. That is the trouble when you compare apples and pears.
Tyson, these two green H2 generating solutions will happily coexist. They're only indirect competition. There's a big issue with oversupply of wind/solar generation which today is curtailed and wasted rather than stored to assist with future power demands. ITM electrolysers can generate H2 from the excess generation which also helps balance the grid. That's not something that waste to H2 can offer. On the other hand ITM electrolysers can't turn a whole pile of used car tires into H2. So both are required and just happen to have a common output product H2. This is why I also have a small position in PHE...same waste to H2 as the article you found.
Hi
I realise they are using “waste” to power it. Surely “free” wind energy,etc is better but ..
and it’s just an article written by?? Who states it’s more efficient ( than electrolysis) - quite a bold statement.
I just wondered if these guys are worth looking at also
“SGH2 said green hydrogen produced by its process is five to seven times cheaper than that made from electrolysis using renewable electricity and is competitive with hydrogen produced from fossil fuels like natural gas.“
So not more efficient
Cheaper, need to see prices
Generates CO2 which they are claiming bio co2
Dodgy, but what else will they do with all their plastic
Hi
After my post I forgot to add the link ;-(
It’s another start up in California.
Hopefully this link works
https://renews.biz/60430/california-to-host-green-hydrogen-from-waste-plant/
TF
, hi we tend to play nice
Which company?
Figures on efficiency please , what do you think are ITM's and what do you think are your un-named company's?
Hi all
First post so go easy ??
Found you guys and this stock from the HUR bb- that’s been a bit of a disaster tbh! However, this looks to be taking off so have taken a relatively small position and may continue to add. Hope ive not missed the boat.
Found this - the quote saying this company/ process is several times more efficient than electrolysis.. and one know whether it would “take over” as a better method than ITMs offering?
Cheers