Member Info for Digitalis

Hinkley Point C was "meant" to be ready in 2017 with Sizewell C in the early 2020s - both are very, very late

Agree with the tow bods.

This will help as well. Government serves notice of a Hydrogen Network Code.

https://www.gov.uk/government/publications/hydrogen-network-code/hydrogen-network-code-industry-engagement

You planning on covering Cozy Powell's Dance with the Devil?

Support still seems solid for now, I agree when the headless chicken stock market calms down and the further good news starts to flow for ITM, that will prove to be a fortuitous decision.

Can I tell you tomorrow?

Said similar this morning about the UK market - at the peak I was 2.5% down across whole portfolio, which in the grand scheme of things was immaterial compared even to just the within year rise, and already restored half of that by the close. Barely even a shiver, let alone a sneeze.

The oil flow will be sorted out quickly regardless, the market panic attack will subside (already is) and then people will start to think even more clearly about the need to get off FF geo-politically. Happy days

Yep, in all stocks across the board - just profit taking being done (or loss locking for tax)

Ooops for NEL

https://www.h2-view.com/story/nel-revenues-drops-31-as-losses-more-than-treble-in-demanding-2025/2137900.article/

Indeed SatellitePro, I wouldn't stop at AIM tbh. I don't buy the BS market efficiency argument, t'is a load of balderdash.

No other market allows the renting of an asset for it to be sold and bought back at a later date hopefully for less - try doing that renting a car from a rental firm or leasing one or using HP - will de prosecuted for theft, fraud by misrepresentation and have credit rating tanked (not that that will matter by then)

Don't need inside knowledge to gamble.

But I agree @Spacerat I'm not into gambling like that knowing the RNS that blows the roof off could turn up at any time

7.5 per cent profit in a short time is astute, if one is into gambling. High risk, though, the share price is not as predictable as suggested, there are a number of announcements due in a relatively short time frame, HAR2, FIDs on HAR1 opportunities, not to mention the opportunities from completion of the Canada and Australia engineering contracts, some other FEED opportunities to emerge, the APAC 300MW (one assumes getting closer to finalising), in conjunction with any Hydropulse opportunities (should be entering the window for some to arrive), Deutcsh bahn tie up potential, ABO/Eternal customers, Stablegrid, slightly longer term. Plenty to arrive and see the share price take off. Another London bus week like in May last year with announcements and this won't be a rise, drift-back play.

...tick...tock

Interesting - nice find Vamosbien

No

There is no need for a share buy-back. The cash pile provides a runway for at least 5 years, while the market continue to establish itself. If as we expect the FIDs and Hydropulse contracts start to arrive at pace in 2026, there is no need for a buy-back, the share price will take care of itself. At which point elevation to the FTSE will happen.

Patience

I looked at AFC last year as I was considering it. I decided not to invest as I don't see a credible product in the absence of green Hydrogen de novo production (electrolysis), so producing Hydrogen via a cracker from non-green source Ammonia is pointless.

As far as I can see, the current rise their is hype based on a license to sell to no declared customers. So nothing.

ITM is under continued short attack for some reason - either so others can buy in at low prices or more likely because they are seen as a credible threat to opposing interests. It could be that there is a strong belief that the Hydrogen market is unsupported and will fizzle out held by some, not me. The EU technocrats are dysfunctional but eventually the geopolitical threats are going to force everyone to realise that over-reliance on FF held by actors with interests not aligned with the EU, is a fool-hardy idea. It will come, Germany is mostly there as are Scandinavian countries. Spain is as usual on the fence (looking at China) Eastern Europe is unsure. Southern Europe is trying but skint.

UK has a lame duck for a PM who has no idea what his ideals are and civil serpents with vested interests as always.

Always a chance.

Why? I mean, I'd like it to, but why with no further news?

The funnier thing is the fact you felt the need to state that - but I laughed.

Yes, onwards and upwards.

Now it is closed.

Still doesn't confirm that the FID for MorGen has been taken and nothing on their website - that is just the broken planning system down there, the council had already granted planning permission for the pipe (I posted it last year) but the National Park had to approve it too, it now has. The Electrolyser already has planning permission. Does mean everything is now in place to take the FID.