RE: Could this change lives23 Apr 2026 20:49
Financially - depends how much you have invested and how long you are prepared to hold it for - the Rheinmetall deal if it delivers has a realistic mcap £5-10B, ITM core electrolyser business was a realistic mcap of £5B+ before the RM deal, Hydropulse (if the 50+ customers interest we keep hearing about materialises) then realistically could probably add a conservative £5B to mcap, This isn't hyping, just realistic possibles, if everything delivers. If. It has a £1B mcap at the moment and a future potential of £25B in a few years time if it all starts to deliver. That is the potential - as a contrarian investor, I was originally just looking at the ITM core £5-10B opportunity. Hydropulse and Rheinmetall/NATO are bonuses since I invested. If none of it delivers then it won't be worth Clarkson's Farm (but I think the probability of that has diminished considerably).
If you mean can a successful Hydrogen producing company change lives by providing a clean alternative to FF - definitely.