Member Info for Alpha-dog

Https://www.hydrogeninsight.com/production/repsol-takes-final-investment-decision-on-100mw-green-hydrogen-project-in-spain/2-1-1878674

This may not be a project that ITM is tendering for but it is in size zone that we have been performing well in. I couldn’t find any evidence of Electrolyser supplier being appointed yet.

It’s a strong pipeline. I’m confident my investment is secure.

Agreed. Already filtered.

Bosch have sold just over 3% of their 17% minority stake. Since they announced their decision the AI data centre angle has emerged as strategically important for both AI and SOFC manufacturers. Bloom SP is up 600% since Feb 2025.

Bosch clearly had done major work and invested up to the point of manufacturing at scale. What does anyone think about the chances of a complete U-turn?

Presumably small but they must be feeling very foolish. If I were a major shareholder in Bosch I would be demanding heads to roll and resurrecting an executing those plans at pace and scale.

Still filtered spicy. No point in posting on anything I post as I won’t see it.

This is a really interesting article. It plays very strongly on pitching ceres directly against Bloom energy and winning. 200oC lower temperature operation with better efficiency. The data centres struggle to use their excess heat so they are literally made hand and glove for SOFCs.

There are specific contracts here. This is the kind of detail that will drive the SP dramatically higher and should get a mention next week.

I’m expecting ceres SP to follow Bloom over the near term. If the figures stack up and there is a timeline to break even I think we will be looking at all time high SP.

No way I’m selling now or in the near to medium term. There is a lot of upside here.

Expect

Https://www.newcivilengineer.com/latest/sse-proposes-hydrogen-power-station-on-former-coal-fired-site-in-west-yorkshire-19-09-2025/

Hydrogen very much central grid stabilisation plans- long term energy storage with battery as short term storage.

Agreed. Bloom is showing the way and Ceres business model has potential to scale without big capital investment. I would like to see some more evidence of this happening. Next week will be interesting.

If there is evidence of Ceres partners scaling rapidly expect further big rises.

The AI angle, grid constraints, fuel flexibility and the SOEC angle make this world transformative technology.

I can foresee AI data centre powered by SOFC, co-location with SOEC balancing the grid and powering the data centres. Exciting times.

Agreed. Not sure why such a big rise today? Are investors catching on that this is the same tech as Bloom energy with potential to scale easily and rapidly without significant costs to ceres with our manufacturing partners?

Interesting news but may not be ceres tech at this stage. Sorry for getting ahead of hard data. Update from ceres next week will clarify. If not mentioned we can assume not.

Https://fuelcellsworks.com/2025/09/15/news/doosan-fuel-cell-inks-20-year-411-8bn-308m-hydrogen-service-deal-for-ulsan-plant

This is a big long term contract. I assume using ceres tech. Is this the reason for today’s rise? RNS may follow.

Maybe some clients would help the SP even more!

Bloom is an example of how quickly the mood music in a clean energy company can shift. Growing revenue 20-30% p/a, just turned the corner on profitability. S/P up 500% this year.

There are differences with ITM of course and AI is a big part of their story but they do emphasise their clean credentials including ability to use clean H2 in due course. The future of green energy is bright my friends. When the mood music changes it will happen quite quickly.

Https://www.ft.com/content/48a65f04-46d7-47dc-aaaa-f54122021de4

I can’t get past the firewall here but it looks like the arguments are being won. Onwards and upwards my friends.

I’ve Green filtered spicy so can’t see what it s being said. Unless spicy has declared their interest- in pay of, or actual short position holder I’m not interested in what they have to say. If they prefix their statement with a declaration of interest I’m happy to remove filter. For someone who posts 10x per day on a share they should be required to declare interest.

I’m a share holder/investor and enthusiastic supporter of efforts to move away from FFs. Interest declared.

Https://www.hydrogeninsight.com/analysis/extra-cost-of-green-ammonia-in-india-at-current-prices-will-be-negligible-on-the-final-cost-of-fertiliser-analyst/2-1-1865261

This report and several others suggest negligible increase in cost for green v grey ammonia.

This is the perspective that is needed and the perspective that will win out.

Are people willing to pay a small (or negligible amount) extra for a final product that is made without destroying our planet. For many (hopefully most) this will be the case.

Spicy has refused to say he represents a short interest. Green filter. I won’t see their posts so if they come out and declare or deny this please let me know.

Interesting. This is a fantastic link up for ITM and hydropulse.

Exciting times if you are an investor.

Terrifying if shorting. 😂

Https://www.ft.com/content/7ace8a5a-7af3-4160-8e2a-ad028e846e11

Green hydrogen makes perfect sense.

Unless spicy is declaring themselves

Shorter

In pay of company shorting

Or Investor

I’ll keep them filtered. Lots of green today in this thread for me.