Member Info for Digitalis

For what exactly? Claiming to reduce holding now as the SP rises when it was higher 2 or 3 months ago and could have reduced then? Just more FUD implying it will fall again when it is on the verge of a sustained rise as more news comes in and sentiment as a whole improves?

Not interested in the slightest what holding SpicyTuna has or doesn't have.

Absolutely - this is not the squeeze. The shorts aren't even smouldering yet. They didn't jump at 98p - they won't now. Don't give more ammunition to the doomsters to fire out about ramping and hype. This is currently a welcome return to what I would consider a more sensible valuation. Partly technical driven with improved sentiment more broadly as the trigger, in my view.

The SP needs to break £1 probably closer to £1.20 before Qube get margin calls - Helikon have more slack. This is the time when they can still get out - if they are brave enough to admit the game is up.

That RNS that sets the flame is coming...

You know the playbook by now, will arrive when the rise tapers off and starts to drop - telling us all that the hype bubble has burst and it was all a pump and dump.

As you are here seaangler, do you fancy some deep sea fishing at the weekend?

Into 69s, if 70 goes, the breakout is on...

@lejjb, no-one can give you a definitive answer beyond buying interest. Lots of potential answers, as Troublesome says the publication of the "Golf Rush" report I posted earlier, the technicals have been screaming buy for over a fortnight, with the sp being massively in oversold territory. Triangle pressure, it was in the last triangle on my chart having dropped out of the previous two it is now looking to return to the long-term up-trend guardrails that it got pushed out of. If it does it will set a new flagpole and new triangle formations. There was no reason for the drop so why does it need a reason for the rise?

The world is waking up to the fact that there is no alternative (TINA). Take your pick, any, all of them or something else - we know it is just a matter of time before the RNS lands.

Nice vamosbien.

Qube's last top-up was 28th August for 0.06 percent - that was in the range 67.4 - 70.4p - it either is or is very close to being underwater.

Hope they got out yesterday. Find out at 4.30

tick...tock...drums in the deep

That is true Bilbo - but I didn't mean we were, just that we had been accused of it...

Https://ts2.tech/en/green-hydrogen-gold-rush-new-report-reveals-130b-market-boom-by-2030/

Green Hydrogen “Gold Rush”: New Report Reveals $130B Market Boom by 2030

Explosive Market Growth: A new report projects the global green hydrogen market to soar from about $9 billion in 2024 to nearly $135 billion by 2030, a staggering 15-fold increase (approximately 56.7% CAGR over 2024–2030) businesswire.com. This reflects surging investment and demand for clean hydrogen fuel worldwide.

Drivers – Climate & Policy:Decarbonization pressure and government policies are major catalysts. Green hydrogen – made by splitting water with renewable power – offers zero-carbon fuel for industry and transport, helping meet net-zero goals businesswire.com businesswire.com. Governments across Europe, Asia, and the U.S. are funding hydrogen strategies, subsidies, and infrastructure, unlocking private investment at unprecedented scale businesswire.com.

Tech Breakthroughs: Rapid advances in electrolyzer technology (the devices that produce hydrogen from water) are driving down costs. Alkaline electrolysers currently dominate (61% market share) businesswire.com, while newer PEM and solid-oxide designs are improving efficiency and durability businesswire.com. An emerging AEM electrolyzer technology promises high efficiency without precious metals, potentially lowering costs further businesswire.com.

Key Sectors & Players: Heavy industries and transportation are embracing green H₂. Refineries are the top current users (largest end-use share in 2024) businesswire.com, and sectors like steel, fertilizer (ammonia), and trucking are ramping up pilot projects. Energy giants like Air Liquide, Linde, and Air Products (traditional hydrogen producers) have entered the green hydrogen space, alongside specialists like ITM Power, Nel, and Siemens Energy driving innovation in electrolyzers businesswire.com businesswire.com.

Regional Front-Runners:Europe leads the market today with over 41% of global green hydrogen in 2024 businesswire.com, thanks to ambitious EU climate targets (e.g. REPowerEU aims for 10 million tonnes domestic H₂ by 2030) businesswire.com. The Asia-Pacific is the fastest-growing region (>63% annual growth expected), led by massive projects in China, Japan, South Korea, and Australia businesswire.com businesswire.com. The U.S. also launched major hydrogen hub initiatives, though recent policy shifts have introduced uncertainty (with some planned projects stalled) reuters.com canarymedia.com.

Mexico Greenlights $1.17Bn Tango Solar Norte Hydrogen and PV Project in Sinaloa

https://fuelcellsworks.com/2025/09/17/green-investment/mexico-greenlights-1-17bn-tango-solar-norte-hydrogen-and-pv-project-in-sinaloa

Mexico getting in on the act now too.

How about this Romingronaldo?

European companies are willing to pay premiums of more than 50% for green hydrogen-based fuels: BNEF

https://www.hydrogeninsight.com/analysis/european-companies-are-willing-to-pay-premiums-of-more-than-50-for-green-hydrogen-based-fuels-bnef/2-1-1873420

That's exciting.

tick...tock...drums in the deep...

Hmm are we watching the 3 soldiers starting to march out...rest of today and tomorrow will tell.

But I like popcorn. Salted, sweet or buttered, I'm not choosy.

I had every confidence that RNS was going to arrive - now we have a month where every day could bring the one that matters. Shorts have to be lucky every day now. By the way Bilbo as we have both apparently gone to the dark side, I'd just like to take this opportunity to remind the shorts that, in my best Emperor Palpatine, shorting has potential for:

"unlimited losses"

Well that suddenly woke from slumber, 30 day on verge of crossing 50 on my chart...

"You make me dizzy, running circles in my head

One of these days I'll chase you down

Well, look who's going crazy now

We're face to face, my friend

Better get out, better get out"

They know the RNS is coming Vamosbien and with it the squeeze. Like us, they don't know when - but every day brings it closer.

There was as interesting comment on Johanna's post the other day about Hydropulse contracts being like London buses, once the first comes they will all come at once...she responded with confidence in the business model.

tick...tock...drums in the deep...

Not quite everyone - the shorters aren't. They are still trying to spread FUD as they slowly realise that their whole bet is based on shoddy analysis that wouldn't get a pass grade at school. Worrying that 7am brings the RNS to set things alight. Still no sellers.

Tick...tock...drums in the deep.

The Linde soft takeover continues - Thomas Haberkamm will take over Hydropulse Public & Regulatory Affairs in Berlin from November - formerly headed Linde offices in Berlin & Brussels.

Speaking of Green in the morning some light bite Green news

https://montelnews.com/news/a4da0476-2943-4f61-94e0-2ed4aabc7add/green-hydrogen-could-cut-eu-steel-costs-15-by-2040-study

and on the Infrastructure for Hydrogen vehicles

https://www.actusnews.com/en/hydrogen-refueling-solutions/pr/2025/09/17/hrs-received-confirmation-from-element-2-for-the-order-of-an-hrs14-hydrogen-station-in-scotland

Well yesterday's exchange has shown the quality of the analysis, I will put back in the green box. Gave a chance for rational debate.

I don't think they are in the employ of a short, I mean I really hope they are after that exchange but I don't think they can be. If the shorts are relying on that type of analysis they are in big trouble.

Almost 7am, will the shorts be lucky again today? Virtually no volume yesterday.

Where are the sellers? Tick...tock...drums in the deep

It is ok SpicyTuna, there is no need to discuss it any further. That document is a work of fiction. Businesses haven't yet become aware of how much their bills are going up for Sizewell C, the bills will be starting to go out now. Milliband is going to find out that the Treasury doesn't have the £22Bn and in any case Google and No10 want to build a data centre on his prize CCUS white elephant site.

Wind isn't getting built at the moment developers are pulling out even where they have received subsidy from previous auction rounds. Solar farms were misguided and are/will get further local pushback. They aren't going to happen.

The civil service will go back to the drawing board and re-write that fiction in a couple of years. In the meantime. Europe will have got on with builiding the Hydrogen infrastructure and ITM will be on board supporting it.

Your whole argument is debunked. Next...

Where are all the sellers? Tick...tock...Drums in the deep

That was a genuine question for you to expand on your Nuclear statement.

However, I truly hope that the shorts are relying on that quality of analysis - we have not a thing to worry about, they will be toast in the fullness of time.

For your benefit, it is clear MTucker was correct with the perceptive question.

You clearly don't realise that in the 1990s Nuclear made up 24.5 percent of the Electricity Fuel Mix at a peak of 12.7 GW in 1995 Today it is less than half that with around 5-6 GW. all due to go off-line by 2030. The new build is projected to be around 10 GW by 2035 (a myth) none of it is operational. Hinkley C was meant to be generating ibn 2017 and Sizewell C in early 2020s. I realistically doubt 1kWh will be generated before 2030 from the new build. The SMR if they ever happen will take at least 10 years to get built more like 20. New Nuclear just isn't going to happen at the scale needed to electrify heating and driving. That is before you even consider the massive demand ramp-up for data centres.

I really hope this is what the shorts have set all their bets on. As this is just the UK, let us not forget Germany, ITM's primary market at the moment won't use nuclear. Hydrogen is their only option to get off fossil fuels from unstable regimes (ME, RU, USA).

Is that the extent of the quality of your analysis?

I can barely contain my mirth. The shorts, if that is the kind of analysis they are banking on are so far off track it is pure comedy.

What is Nuclear? I'm afraid you'll have to expand on that a bit.