Member Info for Digitalis

I think it is day traders getting in hoping for a quick 10% then getting out when it doesn't arrive...next week will show how the wider investor market has taken the update

Don't think there's a need to refer to EV owners as idiots.

There is room for a plurality of opinions, I'm just not averse to articulating mine in an assertive way.

But the point still holds - for you with Solar/Battery already installed yes on financial grounds. For me not, I would have to install solar in a house I intend to move from - no guarantee future house would have the kit already (might/might not) - I use very little electricity so RoI for solar domestically is too long for realistic rational investment.

But they are not green.

Clue was in brackets (they aren't green).

So for your 8-9months free, you bought an EV car (or got one leased through work) but let's assume bought - £15k cheapest more likely anywhere between £35-50k

Solar Panels today reasonable cost £5 for installation that would be sufficient but closer to £10k - then a battery to re-charge at night another £5-10k

So let's say £10 - 20k for solar/battery + £40k for car so £50-60k outlay.

I use approx 1 tank of fuel per month £75 - £900/year

Would take 55 years to recover the outlay for your free power to charge your car. Even just solar/battery 11 - 22 years before I'd see a RoI (on the basis still likely have to replace existing car). I will likely not be able to drive by then or be deceased - so what is the point on financial grounds.

On green - H2 wins EV isn't

Indeed wookiee. As I've said before, I will never buy an EV (they aren't green) absolutely will buy a H2 FCEV once infrastructure is in place,(Towcester refuelling for me)

Yep, seen it too.

Earl Grey? Darjeeling? Assam?

It defies all logic to me - but then, I'm not someone who shorts. It can only be that they think the play is terminal - why they think that, I have no idea. £200M in the bank enough cash runway for 5 years not including increasing revenue. Hydropulse has recruited a new Project Controller (just look on LinkedIn) business don't recruit Controllers if there aren't projects - there needs to be something to control.

They will look back on the halcyon days for them of 30p with regret - I will not shed a tear.

Heh, well, the Patrician of A-M is a staunch believer in democracy. One man, one vote and all that!

Rumoured to be 29th Jan but not seen anything official

Ankh-Morpork was London - Lancre is more Wales/West Country combined - but happened to have The Place Where the Sun Doesn't Shine, a hollow in the Ramtops and also Bad Ass (home of Granny Weatherwax) which nicely chimed with En al Sams la Raisa a mythical place in Klatch which Fred Colon was closer to than he thought...

Me too Bosys - unfortunately, that would require our Civil Servants to actually support British Companies and get their heads out of that place over in Lancre (Terry Pratchett rules forever, GNU)

Get's tiresome the constant refrain for news, the order pipeline was doubled just before Christmas with the Stablegrid announcement but it is 2 years off and subject to FID - but the TU should be enough to show solid revenue as the pipeline delivers already. There's 1.5GW potential (confirmed) already there. Mr/Mrs/Miss/Ms/Mx Market is being irrational - CWR up almost 50% in 2 weeks on licensing with one manufacturer's plant not built yet (Weichai) and Doosan not really announced any more solid contracts to allow for revenue forecasting, so it is all on speculation of revenue in a few years time - not saying it isn't a good prospect and should see the same kind of returns as ITM but ITM has the pipeline there and the market is irrationally not pricing it properly, IMO.

Think my opinion of Civil Servants is already well documented. But given that, I take positives from the fact that H to Power is getting some consideration, it is a start.

Https://www.gov.uk/government/publications/hydrogen-to-power-cost-and-technical-assumptions

Summary

• 100% hydrogen-capable turbines are expected to be commercially available by the early 2030s, carrying a CAPEX premium of approximately 10% relative to natural gas systems, increasing to around 20% for early deployments requiring power derating. Available evidence from early-stage projects, and OEM engagement indicates that power derating of between 10 – 20% could be required for initial deployments. These turbines offer flexible operation on hydrogen-natural gas blends and the capacity to operate on natural gas in the event of hydrogen fuel supply disruption.

• Turbines typically require natural gas for start-up, necessitating dual fuel infrastructure.

• Reciprocating engines, commercially available today for 100% hydrogen, typically carry a CAPEX uplift of 10–20% compared to natural gas equivalents but face significant power reductions when operating on blends, limiting their operational capacity in the event of hydrogen fuel supply disruption.

• Industrial combined heat and power (CHP) systems are typically developed at refineries or sites with local steam demand, presenting viable local decarbonisation opportunities, dependent on steam offtake, but with limited potential for extensive rollout.

• Fuel cells, despite high efficiency, face high CAPEX versus competing technologies. Future deployment hinges on capital cost reductions and high load factor applications to leverage efficiency benefits.

• Effective deployment of all grid-scale hydrogen to power technologies depends heavily on hydrogen storage, particularly geographically limited salt caverns, with storage needs rising significantly at high hydrogen blends, and the potential for dual-fuel flexibility to optimise storage use and system reliability.

• Coordinated policy and regulatory frameworks across hydrogen production, storage, and power generation are essential to manage risks and enable investment.

Now that would be Sweet.

Does anyone know the way...

Plug I think

https://www.uniper.energy/news/uniper-selected-plug-to-design-the-100mw-electrolyzer-package-for-the-netherlands-plant-to-accelerate-european-green-energy-adoption

Https://www.walesonline.co.uk/news/wales-news/new-15km-underground-hydrogen-pipeline-33153499

Morgen infrastructure planning approval for pipeline for the 20MW plant - is the FID nearly ready?

What is this NHS App you speak of? System worked perfectly well when receptionists answered the phone, took down details and booked appointments, Drs actually turned up and examined patients, did house calls and worked weekends and saw the same patient and knew them in detail.

Got broken in the 2000s (same time as when dentists were banished to myth and fantasy)

So just HyBont to go then?

Oh I do. It is a discussion Bilbo and I have had before on how the civil service is to react and move to new paradigms. Hence some of the other comments I have made over time.