The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Actually, it's £137 a share... crikey. sell out and put it on a horse.
Yes Garry, your new avg price is £13,70 per share.
Start of 2020 I took a stake in Ilika (IKA), they're interesting in the battery space. Solid state batteries, certainly the future. Their market cap is ~150Million, they've already got decent turnover and are IP rich.
Remind me of Ceres. One to look at.
agreed, it's positive. There have been concerns raised on this board re the unusual(?) way this company is financed.
It's never been a major concern for me, and in some ways, this RNS provides further reassurance.
Col
Thanks Toneman, had missed the plug power news.
Yes sector has gone through a huge rise, what can you do, other than sit tight and hope it holds / continues. I've believed for many years hydrogen's day would come... It's a few years later than I thought, but fingers crossed its hear to stay!
I bought in to them a few days back. I liked the fact they still have a relatively small CAPX so lot's of room to grow. There's not many left in the H space at that level now.
I've got large (for me) holdings across the sector and was looking to diversify out to a further company. Ideally wanted another electrolysis builder , was going to go for NEL, but they're hard to buy, as they're on the norwegian exchange. So I went for McPHY instead.
As I see it players in the Electrolysis market are:
Ballard (Hydrogenics)
ITM Power
NEL
MCPHY
Probably others but these are the ones I see mentioned a lot.
Colonel.
Best get the second factory underway...
https://twitter.com/ainge_man/status/1292103552823898115
David Bruns (VP #Linde Clean #Hydrogen): "Project pipeline of $ITM Linde Electrolysis consists of 60 projects in the EU with a capacity of 3.6 GW. 600 MW are in Germany"
That´s huge for @ITMPowerPlc + @Lindeplc
They started in Jan 2020
Burns: "At the moment global #hydrogen revenue of @Lindeplc amount to $2.2bn .... and we aim to quadrupling it" $lin
$ITM Bessemer Park will have an annual production capacity of 300MW per annum from opening (Q4 2020), which will expand to 1GW per annum by 2024.
Portfolio of $ITM Linde Electrolysis:
#Hydrogen – cleaning to highest purities
Pressurisation and liquefaction
Buffering and storage systems
Natural Gas-grid injection
Tube trailer Filling stations
Hydrogen Refueling Stations (HRS)
Oxygen – drying and pressurisation
Application technologies for H2/O2 in metals & glass
Combustion Downstream synthesis: Ammonia, Methanol
SNG Upstream: support for Power Purchase Agreements, grid services, arbitrage operation
Markets of $ITM Linde Electrolysis:
Refinery #Hydrogen
Methanation
#Ammonia Production
Clean #Steel
Renewable #Methanol
I don't want to get into a 'mask efficacy debate' , but I'm not seeing how graphene has made current masks any 'safer'? What's the USP here?
Was just thinking same as BassCadet... So what extra benefit does it bring? Or, given evidence is flaky for masks anyway, perhaps they can't claim anything just... "Here's a shiny new mask"
Anyway, if it makes the price go up and they sell bucket loads, even if it is a kind of 'snake oil' I can live with that!
This is the news folks, huge. I heard this for the first time in the Mark Selby interview.
If this pays off they could be in every electrolyser on the planet.
We have now demonstrated that our core technology can also be adapted to electrolysis, with encouraging results. This strengthens our view that Ceres' core technology will have many of the same advantages when used in reverse as a solid oxide electrolyser (SOEC) to produce hydrogen
TaskMaster: The Fuel Light, not the cab light! I'm always driving around with no fuel in the car! I wouldn't trust myself to make sure it's charged!
I was referring to the copper required to supply multiple charging points up and down the country where upgrades are required in order to service them.
eg. a typical park & ride facility loaded up with 150kw charges, or terraced streets with one outside each house. What upgrades would be required to service all these chargers? I don't have the detail, I'm just a sceptic that this is going to happen.
I just can't see it I'm afraid. If you've got a drive and you don't need range then a BEV is great solution.
I think a likely outcome is Hybrid, a BEV with a fuel cell range extender, so you get the best of both worlds.
I for one won't be purchasing a BEV, I'm bad enough for driving around with the light on as it is! If I can't stop & fill-up in 3 mins, then I'm not interested. It's a backward step.
Col
I think he means 500 Kw chargers that are now being talked about. The copper required to supply those bad boys.
Agree with bilbo, can't see it en mass. What I simply can't get past with battery electric is how your average Jo is supposed to charge their car... When they live in a flat or a Lancashire terraced house.
I think bevs will remain, for those who can charge, but may be supplemented with a fc for range.
Col
A few others I'm in are VRS and IKA, they're worth a look. IKA with their solid state battery tech in particular.
Some competition out there signing deals in the states, good to see:
https://www.h2-view.com/story/new-partnership-formed-to-develop-waste-to-hydrogen-plants/
Colonel
I didn't like the look of XSG, their financials are some of the shakiest I've seen, very high cash burn. I do watch them out of interest though, hope I'm wrong.
Don't think I've seen this on here:
https://www.spreaker.com/user/avid_technology/mark-selby-ceres-power-interview?autoplay=1
It's well worth an hour of your time. Mark covers a lot of ground.
ITM gets a mention at the every end, however the section on 'Green Chemicals' is particularly relevant for us, Mark believes this industry will be orders of magnitude larger than Oil and Gas.
Interesting to hear Ceres are investigating how their SOFC tech can be used in Electrolysis. He was very excited about this. Would be great to see a collaboration between ITM & Ceres.
Colonel.
Don't think I've seen this on here:
https://www.spreaker.com/user/avid_technology/mark-selby-ceres-power-interview?autoplay=1
It's well worth an hour of your time. Mark covers a lot of ground.
ITM gets a mention at the every end, however the section on 'Green Chemicals' is particularly relevant for us, Mark believes this industry will be orders of magnitude larger than Oil and Gas.
Interesting to hear Ceres are investigating how their SOFC tech can be used in Electrolysis. He was very excited about this. Would be great to see a collaboration between ITM & Ceres.
Colonel.
Hi all,
Very much believe in the principles we're chasing here, common sense pragmatic approach to waste management.
What does concern me a little about PHE is the actual size of the company, not in terms of revenue, but in terms of people. I've been doing some digging (a little, not extensive) and can only see references to a very small number of employees. Sub 10 in fact.
Can anyone confirm the current staffing levels of PHE? It just surprises me if that is the case, the likes of Ceres and ITM are now in to the 100s of staff, big R&D effort etc.
Col.