Member Info for Digitalis

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

I'm not sure who you have in that camp Bilbo - but I don't think so

Alpha-Dog; I give you Digitalis' Razor:

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

Petrochemicals have made a lot of people very wealthy and they have used that wealth to occupy positions of influence. Hydrogen breaks that influence, they are too stuck in their ways to make the shift therefore they resist the change to maintain their influence.

Indeed - and why contrarians can benefit - wake up sooner

Well Wookie, one could make the case that ITM has proved itself, it is the market that needs to do so now...

Interesting Bilbo - I'm a contrarian and invest in lots of things when I perceive them to be undervalued - I originally got in in the low £3 as a conviction investment (I believe Hydrogen is a big part of the solution) as I thought that was fair value over a 5 year horizon. I still think that but accept there was some information I hadn't found in my research. My contrarian principles kicked in at £1 and I invested more significantly and again sub 50p.

In my assessment of cash in bank, current order book and IP - I think today £1.50 is fair value (I've said before) and so if Hydropulse or Alpha or Chronos come in then I'd put it North of £2.

I think once the £1 resistance breaks, this will rally through to £1.50 quickly and there is then little resistance up to the £2+ position (see CWR recent rally). In my view it just needs a tiny push more to break the dam.

All in my own opinion, everyone else make your own minds up. (tiresome having to start restating that disclaimer)

Good job they are so quick to act...

I agree, it was a risible attempt. I'm really not bothered by what Qube are doing - they are losing money every trade and just digging themselves in deeper. The outlook is bright and one contract win for Alpha or Hydropulse (or one of the larger FIDs) and they are toast. A steady stream of Neptunes would push this higher and the game is up for them.

Their behaviour is that of a desperate gambler chasing losses - no logic to it. I can't see anyway they've made any money on their recent trades.

I just have an image of 25 retail investor mushrooms now Bilbo :-D

I agree with that Bilbo - my point was, that being the case, the double height unit could not have been the pilot unit, the visit was only 2 weeks ago, that doesn't seem very long to me to build it and test it (admittedly it might have been there a long time), so it would seem to me that what was seen was something else. Academic anyway - the point is great announcement and we can look forward to the first sales.

That's true Bilbo - but as we've been told about a lot of Neptunes (if at least not the capacity drawdowns) I'd be surprised to not hear about an Alpha 50 contract.

Ermmm -- I thought they didn't build to stock? In which case, if that was the first (notwithstanding NDAs), they'd need a customer, so there should have been an RNS?....

Tethys would have been great

Market behaviour, as you say "quality companies, hold your nerve when the market moves"

Nothing is going on - this is all within the charts (I might have said that before) - the stock market is having a nervous reaction to US bank fears.

https://www.reuters.com/world/china/global-markets-wrapup-1-2025-10-17/

I thought they reduced by 80% and then a further 40% so that would be down to 48g if your original number is correct?

I think they'd be on shaky ground unless they were comparing to their own kit - they can't know exactly what has gone into anyone else's

How does it compare to the 80% followed by further 40% reduction in Iridium, ITM had already announced? (which is basically 88%) - is it just Plug trying to catch up?

I'm going to have to dig out Dick Emery again for that one.

"ooh you are awful; but I like you"

But seriously, I think the evidence is in the sp, the sellers have disappeared. Clear volume of buyers on up days - on down or static days, no volume. Holders keep on holding (to mimic Stevie Wonder)