Member Info for Digitalis

No and can't. The RNS made it clear GBE cannot divest for 12 months

Wow

20GW sales pipeline

Chronos field trials next year

Alpha interest

Wow - over 6million traded in first hour. Where's Eastwood with his 15 minute IR2 updates? :D

BOD - how are you tuned in? I'm following ITM on Investor Meet Company, not had anything and logged in, I can't see the presentation?

Ba-dum tish

But after tomorrow, there'll be 4 days where we can't do anything - how will we cope?

Blasphemy: a law to protect an all-powerful, supernatural deity from getting its feelings hurt. — Quote by Ricky Gervais

?

It would seem it is time to add Eminem to the playlist.

Guess who's back, back again?

Shady's back, tell a friend

Guess who's back, guess who's back

Guess who's back, guess who's back

Guess who's back, guess who's back

Guess who's back

@Eightyeight88 yeah, it didn't go well did it? Phone line meltdown as well and if did get through apparently limited to sells only.

Not the best of days for that to happen. Fortunately I'm in here for the long-haul not worried about fluctuations but if I were, I'd have been mighty ticked off.

Hopefully, although the Hydrogen strategy update and HAR2 announcements might be delayed as on the verge of Civil Service Purdah in the run-up to the local elections.

It is the 300MW APAC I am really interested in, got the RNS for selection just after the one for Uniper, so hopefully some movement on that too.

Awesome news, hopefully Notice to Proceed and FID won't be far behind

For what? Can still ring to execute a trade. I agree it is irritating and on the back of the fee increase might push me to switch platforms but I can't see what they need to provide compensation for?

AI (oxymoron) regurgitates what it finds on t'internet. Way more propaganda for mass electrification than for hydrogen unfortunately.

I may be wrong (it does happen) but I feel that there is going to be a sudden inflection point for policy. EU/UK politicians are going to realise that the only way to solve the intermittency, curtailment and transmission infrastructure issues is with Hydrogen for storage/grid balancing and that mass electrification will not be possible (as it relies on oil/gas believe it or not) at that point pivoting to Hydrogen for heating/long distance/heavy haulage becomes more palatable.

When that pivot comes, ITM are very well placed.

The problem is trying to work out when that pivot happens. Not an if anymore.

The shorts see an opportunity as always with market turmoil. However, I share @breakofdawn 's opinion, that if this continues, gas/oil prices will go more through the roof - hydrogen cost parity comes ever closer and once Governments realise how much disruption in energy security costs. At the same time the heightened oil/gas/fuel prices will drive self-rationing (or it will be imposed) beneficial to the environment (if one ignores the burning oil fields and tankers)

You know I'm holding @cureboy never panic when the stock market has a wobble - trying to time out and in is a fools game. Time in the market is what counts.

Well 5.3 to be precise

Onsite production needs an onsite source of renewable electricity - otherwise the grid electricity will be using all forms of generation day and night and would likely not be cost effective - as Bilbo states, the pipeline storage characteristic enables smoothing of renewable intermittency.

I can see use cases with the ABO/Eternal tie-ups to build onsite renewable and procure Hydropulse to BOO the hydrogen for the site to use, e.g. transport refuelling or metal smelting etc. Would get around the issue of delays to grid connections as well.

@wookieemonster

Not sure if anyone has thought about it in a balanced way. It is impossible to push all the electricity into the grid to compensate for the loss of oil/gas - the renewables are geographically in the wrong place without years of expensive transmission infrastructure enhancement to deliver it to where it is needed.

Saying "useless" wind is too expensive electricity to produce Hydrogen is blinkered ideology, if it has to be curtailed - it is worthless, therefore the Hydrogen should be cheap if it was based on market dynamics - but the abhorrent CFD mechanism and curtailment costs pay for wind that can't be used. Madness.

I think everyone would hope to see an end to hostilities but I suspect this is the Magnus Magnusson of conflicts - it has started so it will finish. Oil will go higher yet - logically the EU should rapidly bolster Hydrogen - I only see Germany currently truly grasping this issue.