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My sister just got the job of Marketing Manager for Johnson Matthey's Hydrogen division. Super jealous! Going to be very exciting times for her and her colleagues.
Vanadium flow batteries have a bright future IMO, I'm not clear on when they would be deployed over electrolysis or vice versa but it seems to me they'll be part of the mix going forward.
BMN are a vanadium miner too, so worth a look if you're wanting to go all in on flow batteries.
For the record, I'm in neither!
Matt.
Christ, forget there's a whole generation who never experienced teletext!
Normal practice, it's a tiny amount in the grand scheme of all shares issued. Won't affect price.
easily fixed though, just needs a government willing to roll it out. We managed it for LPG, which hardly anyone bothered with. It will come.... tipping point is near.
We're now lower than late Jan, stop losses will be getting triggered.
Agree might recover by end of the day, if not, looking for new floor.
The trades happen quickly as the MM provide the liquidity, they need to hold stock to do that and thus can be exposed and may need to close their positions fast.
A human could easily be tracking their exposure on a stock or sector. If they feel they're too exposed they'll look to close our their positions
Yesterday there was widespread volatility, specifically in the H2 sector. The cause is hard to determine, but the MM were likely over exposed given how hot the sector has been, so they looked to close out their positions and then increased the spread to reflect the volatility. Result is huge downwards pressure.
Can a MM look to manipulate the price of a stock? I agree, I don't think this happens a lot but sturdier it's possible. If a large buyer wants in, the MM needs to find the stock to get them in. They can manipulate the spread to try and force sellers onto the market. Though I suspect this Would be done by pushing the price up, not down.
My assumptions a lot of this, and what I learnt from a podcast interviewing an ex MM.
Col
You got a link to how you know that chilting? How MM operate is pretty hard to cone by. I suspect it's a bit of both. The MM will have held a large float to deal with surge in demand. With the demand flattening off they look to reduce their exposure by selling their float. Thus the price drops. Human or machine doesn't really matter.
We bottomed out at 1250p on the 28th of Jan, from a high of 1628. ITM mirrored the movement then, they mirroring it now. Hopefully it will hole at this level then continue up again.
@lfclfdc5 I've been here 15 years, it goes up, it goes down. Don't panic and hold for the long term.
If you believe in the H2 economy then ITM are well placed to take advantage of it, amongst the top 5 globally I'd say.
Hullo all, so this VC had 8.1 million in assets at the end of June 2020. I'm reading that right? Aren't I?
Col.
Ceres has been around since 2001 and has received hundreds of millions through fund raises and grants. It has a expansive list of patents and is one of a handful of SOFC designers globally.
It's not hard to see how this could be worth 20 billion, never mind 2.
I agree, best to pick something you believe in, invest as much as you're prepared to lose and sit tight. If possible continue to add.
I've been in CWR and ITM since 2005 ish, will continue to hold. I invested fairly modest sums back then - but a lot for me at the time - and its now bearing fruit.
I also did the same with PPS, again a modest amount but still hold 10 years on.
Recently, I've done the same with PHE and IKA. The latter I plan to scale into further as it has real potential I feel.
I played around with AFC, MCPHY and IES but have since sold and am stockpiling for an entry in to either Bids, MIRI or blockchain related. Need some diversification.
ITM vs CWR, they're in share price lockstep these days!
Worthwhile listing the H2 losses: twice burned on Intelligent Energy. Lost everything on CFU and a close shave with ACTA. OK though, never more than I could afford to lose.
I'm now in the fortunate position of being so above water, that I'm less concerned about a loss and that 10% of my portfolio is 3000% more in cash terms.
All being well, the wife will get chips on her birthday.
289 on OTCBB today: http://www.eoddata.com/stockquote/OTCBB/ILIKF.htm
Nothing has changed in the 15 years I've been invested here. The success of CWR depends on two things. 1) The adoption and size of the H2 economy 2) The quality & protectability of CWR'S IP.
The market now believes H2 has a part to play and that CWR tech is market leading.
You now need to answer 2 questions to understand the value of this stock.
1) What will The adoption and size of the H2 economy be? 2)What is The quality & protectability of CWR'S IP?
You're welcome.
I believe, I'm holding... Still.
ITM are not speculative if you believe in the H2 economy. There are a small number of electrolyser builders globally, 4? ITM is the leader and by far the most connected. Linde, Snam etc.
A quick, dirty check on Wikipedia, shows ~ half a billion raised since 2004.
What would it cost to stand up a market leading electrolyser builder with the know how, kit and manufacturing capability to inject H2 into the national grid?
This is ITM today.
If ITM fail, then CWR also fail. They both require a H2 future. If you don't believe electrolysis has an integral part to play, where is the H2 going to come from? Sure, CWR can use any gas... But the future MUST be non fossil, non grey H2. So the question, is where is the H2 coming from if not electrolysis?
Col
They got a mention on the vox markets podcast today, analyst Vadim saying he'd recently taken up a position.
https://open.spotify.com/episode/7Jd7Ies9iVrzU15HOz92No?si=b3dIeANPTYO2-cvKsu5oRA
Was wondering exactly this myself when considering a CPX investment. I found this helpful: https://www.mouser.com/pdfDocs/Cymbet-WP-EnerChips-vs-Supercaps.pdf
Obviously, it's written by a solid state producer, so precaution necessary. I'd be interested in others opinions on this too.
https://www.reuters.com/article/us-hydrogen-stocks-breakingviews-idUKKBN29R1HU
I'm no expert on what they can and can't do to your existing shares. But that's what happened to VectoIQ in the states. Selling conditions were attached.
The securities held by the Original Holders will be locked-up for one year following the Closing, subject to earlier release if (i) the reported last sale price of VectoIQ Common Stock equals or exceeds $12.00 per share (as adjusted for stock splits, stock dividends, reorganizations, recapitalizations and the like) for any 20 trading days within any 30-trading day period commencing at least 150 days after the Closing
https://seekingalpha.com/article/4347919-avoid-vectoiq-acquisitions-shares-ahead-of-nikola-merger-after-this-weeks-rally