Member Info for Digitalis

One for the playlist - Bon Jovi, Keep the Faith

(Faith) You know you're gonna live through the rain

Lord, we've gotta keep the faith

(Faith) Don't you let your love turn to hate

Now we've gotta keep the faith

I am bearish on UK Gilts - make of that what you will.

Yes - but what is behind the uplift in particular today (other than we all think it is undervalued0

Apropos of nothing much - it is interesting that Dennis has celebrated this news item in the post from hydrogen-central on linkedin. I'm sure he is just celebrating LADWP taking an essential step to moving to Hydrogen from a generalist perspective.

https://hydrogen-central.com/in-controversial-move-ladwp-says-it-will-shift-its-largest-gas-power-plant-to-hydrogen/

Been saying similar for weeks

Yes thanks aobfc. Not really saying anything new but he appears to have forgotten that he has 100,000,000 shares in a PEM producer who is saying that PEM has cost parity with Alkaline and Chinese rigs aren't any cheaper as the costs don't include transport and local engineering works, connections etc.

Ceres rise is nothing to do with the Hydrogen market - it is off the back of SOFC as a substitute to grid connections for data centres for AI and is piggy backing off Bloom. Doosan with the licensing agreement appear to be showing promise which is somewhat helping the share price but to my mind it is being driven by speculators rather than the fundamentals and confirmed business, revenue. So no comparison to ITM is warranted.

For me in business terms - "near term" would likely be 6 -12 months but could be up to 2 years (after that should really say short-term) there's been a lot of discussion on how long contracts and risk topics take to get ironed out and we are only now just coming in to a period when it might be reasonable to expect something from Hydropulse - and a bit longer into the New Year wouldn't be extraordinary.

Just requires patience - one RNS and/or a positive trading update - it will happen

Forgive me Bilbo, it was a pun based on swingman's use of "ice"

Wouldn't they just melt?

@Jim can I borrow your crystal ball?

And is 449000 shares not enough of a stake? Sheesh

Yes Jim, people are the same no matter the industry.

My response to your bit of fun:

Digitalis

Posted in: ITM

Posts: 972

Price: 73.20

No Opinion

RE: October SP?1 Oct 2025 07:48

To me it is still trying to return to the long-term up-trend. So I'll go for 83p.

Umm, having been to many of these types of events through my career, which involve sitting in an auditorium listening (avidly honest), to a lot of very dry presentations; I can assure you nobody ventures very far from the coffee & pastries during the short breaks - the refreshment area is the best place for a stand.

Would be a fantastic opportunity to sign a 300MW contract with a mystery APAC customer

Yeah I chuckled when I saw the name of the company that made way, Alpha Group, the universe has a sense of humour

If you ask me (I am sure others are better placed to provide input) their rise is nothing to do with Hydrogen but because SOFC are currently flavour of the month for Datacentres for AI due to grid connection delays.

The legislation was laid in Parliament as Statutory Instrument before the inauguration, off Primary Legislation in the 2023 Finance Act

https://www.legislation.gov.uk/uksi/2025/29/made

I posted it months ago but no-one noticed

I refer all back to Digitalis' Razor (not a quote - all my own work)

"Never ascribe to confusion that which can be adequately explained by corruption."

Ah, what did you do to earn that honour? And are you Milanese?