Member Info for Alpha-dog

There have been fairly irrational rises too in recent weeks so maybe just volatility and algorithms.

Any idea what’s going on with plug power? Down 13%. Usually means ITM will follow.

https://www.rechargenews.com/energy-transition/exclusive-we-ll-deliver-40-times-as-many-hydrogen-electrolysers-in-2022-as-we-did-last-year-plug-power-ceo/2-1-1256441
Any idea how close ITM are to 200mw delivery in 2022? My guess is probably quite close. Plug though is a much bigger company by capitalisation. Are ITM undervalued by comparison.
ITM could do much of what is discussed here….

Recalling the terrible day, did anyone manage to top up at the 11p nadir?
All agreed though- next news good. In the meantime in the absence of the oxygen of constant good news SP rather suffocates.

Big bounce in Plug and Bloom today. Modest bounce for ceres/itm/NEL.
Is this just related to current lows or could there be a change in sentiment? Any thoughts or substantive news?

I’m a little surprised by this. Westinghouse chose Bloom and their SOEC electrolyser technology. The waste heat from nuclear apparently makes it ideal for combining with SOEC in high temperature electrolysis. This looked like it might be an important niche for SOEC.
I guess none of these companies really know the best technology for electrolyser. It’s all still to play for. What is clearer and clearer though is that hydrogen is happening, quicker and at larger scale than envisaged 6 months ago. That is not reflected in share price of any hydrogen company currently- they are all languishing, even those with huge orders.

Agreed savvy. Not sure what I was thinking in using “conversely”…..
I should re-read before touching “post”.

Conversely the big oil companies don’t sign exclusively.
Shell has a big PEM electrolyser in Germany with ITM, this one in Holland using alkaline electrolyser with Thyssenkrup and most recently with us (Ceres) using SOEC. It’s fairly clear what their strategy is. If Ceres/SOEC proves most efficient (as we expect it to be) then potentially huge opportunity.

https://www.h2-view.com/story/uk-energy-bill-seeks-to-drive-100bn-of-investment-into-new-tech-hydrogen-included/

Big thanks to Wigster and Doc. Son much of interest said. We will have our day. I did find the EUA q&a very interesting also. EUA not ruled out if a very dangerous new variant. “Unlikely” though they did say.

Finally a hybrid vehicle that makes sense! Bridging the gap while H2 fuel stations can be deployed and green hydrogen production can be ramped up.

To be honest I think Polars performance pretty decent. It was on this forum and through their SNG holding that I became aware of them as a company. Share price for polar up today (3%) albeit well off highs of 1 yr ago.
Good company. Share Price will come back. Be sure not follow my investment advice though. Ive a great track record of losses.

41% doesn’t sound great.but most conventional internal combustion engines are reported to have around 20% thermal efficiency, probably less for the larger truck engines.
Fuel cells should be more efficient.

I couldn’t access article but the Yara tie up could be huge. Green ammonia and fertilisers make perfect sense as perhaps the most important hydrogen target.

I’m on the optimistic side of the spectrum but I have not given up hope/expectation of an EUA.
The overall data tell us that SNG001 is safe and very likely effective (circa 90% chance across all groups in oer protocol P3 in IP setting). Deep dive tells us which group is most likely to benefit most.
For EUA there needs to be a credible plan to fill in blanks and get evidence up to full approval standard. For this the platform trials are needed.
At the moment we are awaiting NIH plan for new trial. My genuine belief is that EUA and NIH platform trial will come as a pair.

The other side of this is that the world would not forgive more dilly dallying to tidy up/perfect evidence if another more serious variant surges and we/FDA/NIH are sitting on the most powerful variant agnostic therapy for in hospital patients. I will say that again - the most powerful variant agnostic therapy for inpatients most severely effected by covid . 70% RRR for those most severely effected- SpO2 <92% and rapid breathing.
Hold firm. SNG001 will come through.

https://info.westinghousenuclear.com/news/westinghouse-and-bloom-energy-sign-letter-of-intent-to-accelerate-zero-carbon?hs_amp=true
I meant to send link.

Bloom have signed a letter of understanding for nuclear to hydrogen using SOEC technology. They say Solid oxide ideally suited for this. My understanding is that only Bloom and Ceres have advanced SOEC tech. Potentially a new market? Not certain if technically this is green hydrogen but certainly better than blue environmentally. Maybe cyan?
Exciting development though as not as much competition in this sector.

With EUA the FDA say they accept maybe benefit as a standard of evidence but that should be coupled with plan to get the requisite evidence.
In my view therefore EUA possible on what we have but it would need to be coupled with plan for the platform trial to support full approval. Twin track approach.
I suspect that is part of the hold up.
In my view it would be appropriate for the company to make this clear. That may be part of the plan to indicate where the company is going in the next 2-3 weeks.

Sentiment very risk averse currently. Plug SP has barely moved from near 18 month low despite this!
ITM could do with an order of this magnitude. Perhaps the Vitol JV will yield significant orders!

The EUA guidance was written in 2018, long before covid.
I do agree that while EUA is still in place for covid 19, the situation has changed in that there are some therapeutics available. SNG001 though stacks up well against these- see my previous posts for details.

I genuinely believe, based on the data so far, that there is strong evidence of efficacy. We also have great in vitro evidence. Elsewhere in the 2018 EUA document they do state that this will be considered.
If we had a platform trial, EUA could be applied for with full trial results pending. This is where SNG should be going. There may be a severe variant causing problems in South Africa currently. No time to lose. I say that as a clinician more than as an investor.