Member Info for BuilderPete

If you read the Shell report just published they are moving into renewables in a big way hopefully that means a serious ramp up with ITM on the hydrogen re-fueling forecourts.

This is the sort of big move you need Airbus design and build the product Shell and Itm team up with them to supply the fuel just need Captain Picard to “make it so “.

The mantra Build back Greener will have to stick this time as only a DODO can deny that the planet has got warmer and pollution is out of control .
You even have a Medicane causing all sorts of grief in Greece more Hurricanes so that they even ran out of names for them ,all due to warmer sea temperatures wait until one pops up here we are overdo on that score .
Not sure the great world public are going to let these politicians get away with doing nothing for the planet this time around my major concern is that the roll out of the Hydrogen economy etc is all to slow.
Always been said that nothing will change until the Saudis run out of oil.

Better make headline Home test kit ,think hoe test kit might be something completely different ,this Is what happens when predictive text takes over .

Must be getting close to news on home test kit roll out ,news on pricing and quantity to be shipped would be nice.
Notice they had a backlog of 1m Antigen kits In last update progress on how that is going and any further orders would surely firm up the price here.

The irony of the current situation is that vehicle pollution is going up because people are keeping their vehicles longer due to lack of confidence to buy the next generation FCEV /BEV for the reasons already discussed .
Fuel efficiency more miles to a gallon catalytic converters Euro 6 engines all reduce pollution but who is going to buy a vehicle knowing it could be virtually worthless anytime.
Solar /wind generated electricity to power electrolysers to produce hydrogen to power vehicles with water as the waste product the circular economy what is not to like here.
CITI talking an interest and suggesting £4.30 share price should see a gentle upswing when markets calm down and positive RNS news will keep adding for the long term.

“Noddy bread van shapes “ love that as a phrase .
Chuckled at that as I drag the mutt around on a chilly morning ,excellent.

TM to my mind Hybrid vehicles should have been rolled out 20 years ago as half way house to reduce pollution and get the public used to the electric principle and for the motor industry to re-tool as you say.
My point mainly is that hybrids are really only just being rolled out but the technology has already been made obsolete by government policy so millions has been spent on design and manufacture of an obsolete engine when it should have been spent on FCEV and BEV design and infrastructure.
Basically a whole layer of industrial production has been introduced between p/d engines and FCEV /BEV that hinders the roll out of the latter.
FCEV /BEV should be much further on in the development cycle but is at least 15 years behind in where it should be.
The 2008 crisis meant for political reasons alone vehicle manufacturers who should have gone bankrupt with there old polluting technologies were saved to carry on when they should have replaced by the new eg TESLA it’s only now that they talk about building back GREEN.
Banks that crashed have been replaced by purely mobile and or digital banks as an example of what should have happened.

What really gets my goat is they talk about stopping production of diesel /petrol engines but you try buying a hybrid let alone electric van there just are not any.
Totally agree we need to get rid of d/ p engines but surely there needs to be the option to buy FCEV/BEV vehicles and be able to fill or charge those vehicles or perhaps we could all walk down the M11 etc for 10 years .
Think we all agree that future transportation has to be a mix of hydrogen and electric but the powers that be seem to be asleep as how we get there any time soon.
It seems most ordinary people already worry about the grid crashing and journey anxiety as to the availability of charging points etc which is holding back the take up of BEVs.
Would buy a FCEV but again at this time there is no fueling infrastructure and the price is prohibitive,also for some reason all the FCEV vehicles are a pretty naff design so you have to drive around looking like a right nerd if you want to do your bit.
Itm and Shell really need to get a move on with the forecourt roll outs.

If you need 2.8 million EV charging points has anyone worked out the spike voltage needed to keep the National grid running.
As every year when it gets cold we are told the grid is near capacity.
Imagine the chaos when the nation goes to put the kettle on during an ad break in Coronation Street and nothing happens that should bring the government of the day down .

Looks like someone has stayed up past their bedtime and got a a bit grumpy .

To stop this behaviour repeating another night put on a hot coco and some of that soothing ocean music and stay off the keypad as it’s only for grown ups.

Best they crack on with those electrolysers as Hitachi just baled out of building 2 new nuclear power plants someone is going to have to fill the gap when the wind is not blowing and or the sun is not out.

Anyone with a haircut like Trump should be careful going in to a fire zone ,fire jumps around in those sorts of canopies.

Trump on the Tv moaning that the California forest management is crap it almost as though you wish you knew someone who could build a waste plant to take all that crap off the forest floor before it turns into a massive fire.

On the above news channel there is a documentary showing how plastic waste is just dumped into the sea in Vietnam .
People just stand at the waters edge and throw buckets of plastic straight in.
Also shows a canal chocked solid with tyres /plastic etc All this effects everyone on the planet as this stuff is braking down and circulating in the oceans.
As I have said before technology like PHE have needs urgently rolling out across the world not just in Chester etc.
We really should have been cleaning up this waste 15 years ago as a planet when you hear about having to wait for planning permission etc it’s almost as if we are waiting to drown in tyres and plastic first.

What drove the ITM share price rise from 70p was the £52m investment from LINDE who are the biggest distributors of gas around the world.
LINDE have a stated policy to supply and build hydrogen infrastructure and be heavily involved in its roll out in many industries and countries.
Roughly we are in the same position of being fully funded and having institutional and White family backing.
Looking for 6-8p in the next 6 months and moving on once Protos is fully operational.

Regarding the potential Covid-19 vaccines the fastest any vaccine has been approved thus far is 4 years even if one is approved quicker than that the drug still has to be manufactured and distributed so the sputum test we rolling out soon will part of the efforts to control Covid.
Home testing and easier testing on site will be the only control we have for the foreseeable future I am afraid.
KMK are working with the USA to detect Covid in the air amongst other technologies being looked at but our home tests look Like a winner to me that is available shortly.

It’s not hugely dilutive and in my opinion provides stability to the share price going forward .
I would expect to see a gradual share rise after the placing hits the market.

I believe VRS have withdrawn or suspended the Chinese deal due to worries about the Intellectual Property potentiality going missing.
Still we need to get a move on as other countries seem to be grasping the future with both hands wether it’s hydrogen/Graphene etc.

Simon Thompson is calling this up to £1.71 subject to further upgrades on 5G contract wins and further roll out of Covid 19 tests and dividend to be paid from the end of the year.
Best of luck.