Member Info for Clarence2

There's a strong case grid scale use ITM's tech in France, https://monacolife.net/e85-trillion-deposit-of-white-hydrogen-discovered-in-northeastern-france/

The PMI is looking good for China this will help Pru.

It seems to me that the UKOG suspension comes at the same time as announcements of green energy grants from the government, if there are large buys today expect an update RNS during suspension on getting cash for the salt mine green hydrogen storage project. It also may mean they won`t be getting a grant, but imo there`s too much pressure on the government to show progress in renewables to let this go.

Pacing without selling the concentrate reserves

Https://www.hydrogeninsight.com/electrolysers/fluxys-starts-construction-on-first-phase-of-belgium-s-hydrogen-pipeline-network/2-1-1797945

The next one will no doubt be the Dorset salt mine which ukog have a slice of the pie in.

The lack of news is interesting, maybe someone is creating a position before news breaks, there's only peace meal buys at £500+ going through today.

Glen exports to the US, the EU/US tariff war may aid Glencore by increasing sales whether direct or selling on other countries inventories

Its looking good for Pru, they maybe a slight in built fall today but the trend is positive with an increased dividend. The tariff war will eventually level out and Pru is well placed to take advantage especially in Asia. The core business is stable and the share buy back continues. I would like to see a debt restructure as well to strengthen profits.

Https://www.bbc.co.uk/news/live/cgj5w6veqw6t

Looks like the Ukrainians have pulled out of the Kursk region, this could be a prelude to a ceasefire.

Https://www.bbc.co.uk/news/articles/cy9dp5rr2x9o

Https://www.youtube.com/watch?v=Wq_TyGGmpBE

Https://www.breitbart.com/europe/2025/02/28/trump-promises-trade-deal-with-uk-that-sidelines-tariffs/

Maybe a connection , https://www.breitbart.com/europe/2025/02/28/trump-promises-trade-deal-with-uk-that-sidelines-tariffs/

Https://www.breitbart.com/europe/2025/02/28/trump-promises-trade-deal-with-uk-that-sidelines-tariffs/

Https://www.breitbart.com/europe/2025/02/28/trump-promises-trade-deal-with-uk-that-sidelines-tariffs/

Overall not as bad as I might have thought, there's a dividend, house sale price a little down, build quality is better, sales for the start of 2025 year on year is up. So these figures show to me a continued dividend is all but guaranteed.

Glencore does have copper mines in the US, so even better

There's no connection with BP's green policy and ITM's business model