Member Info for blackBox7

You might as well ask why CR was slightly up last Friday when Bloom was down about 10%

All US green energy stocks are incredibly volatile. Look at FuelCell (FCEL) today... it's currently 17% up!

No need to Google, just look East:

https://www.reuters.com/sustainability/boards-policy-regulation/china-india-place-strategic-bets-clean-energy-out-favour-west-2026-04-22/

'China, India place strategic bets on clean energy out of favour in the West'

'In its five-year plan announced in March, Beijing listed green hydrogen alongside quantum computing, brain-computer interfaces and AI-enabled robotics as a frontier industry - an elevation in status that signals more capital will flow its way.'

Anyone interested in what this indium phosphide stuff ia anout might like to read this article in yeaterday's Reuters news:

https://www.reuters.com/technology/nvidia-backed-startup-scintil-photonics-starts-testing-laser-chips-with-2026-03-11/

an extract from the article:

"All optical systems rely on a laser chip to generate ​the beams of light that will carry information, and those chips, made with a special material called indium phosphide and mostly used in long-distance communications networks, are not currently ​made in large enough volumes to meet the demand from AI data ​centers. That supply dynamic drove Nvidia earlier this month to invest $2 billion each in two of ‌the ⁠largest makers of those lasers, Lumentum (LITE.O), opens new tab and Coherent (COHR.N), opens new tab."

Brilliant timing!

Today the Financial Times has an illustrated feature-length article on Battery Storage developments: 'How mega batteries are unlocking an energy revolution'.

No direct mentions of Ampeak unfortunately, but lots of positive information about battery storage technology, economics , grid balancing etc. worldwide and in the UK.

Unfortunately, it's behind the FT's paywall, but, for those with access, it's at: https://ig.ft.com/mega-batteries/

I have SAE / AMP in an ISA with Hargreaves Lansdown & they changed the name overnight & it shows up along with my other holdings no problem.

I think this is very good news. I've been hoping AFC would see the opportunities for providing back-up power for Data Centres ever since reading this piece on Microsoft's website back in June last year:

"Microsoft tests hydrogen fuel cells for backup power at datacenters"
https://news.microsoft.com/innovation-stories/hydrogen-datacenters/

Like him or loathe him, I Bill Gates thinks it's a good idea, it's a good idea.

I think it's just 'contagion' from the Plug Power news today:

https://www.marketwatch.com/story/plug-powers-accounting-errors-dont-faze-wall-street-11615997896

'Alt energy' shares are helluva 'twitchy' but ITM should get over this, basically unrelated scare pretty quickly.