Member Info for ihalliwell10

Awaiting the first RNS on the initial numbers from the US tie up and this will re rate quickly, long term holder

DYOR

Only thing that counters this view, is if you are in the camp that actually the product isn't reliable or the FIDs fail on mass, I think if ITM have 50% success rate and the product is good then I think this settles in the £2+ region over 12 months.

If not then were back to material doubt in the stop , after all there isn't actually any confirmed net new deals, just included in the scope of a project and awaiting contracts and contracts appear and disappear quickly in my view.

DYOR,

I watched these from £4+ and luckily got in sub 30p, only got a few , but am super pleased and will be a long term holder as I believe that the EU/UK will be enough customers over the next 5 years for this to thrive, subject to their product being as good as they believe it is.

These are moving nicely without news , news it likely coming in the form of M&A watching this one closely.

Dyor

SRC is seriously becoming an industry leader in the services surrounding the raw materials world, whether it be innovative environmentally sound products or reducing friction in the services through this latest investment round , they are set to grow materially away from their core business.

Long term holder and I think SRC could well be a 10 year horizon investment case.

DYOR

Https://www.postech.ac.kr/eng/research/research_results.do?mode=view&articleNo=15762&title=Aluminum%3A+a+New+Hero+of+Hydrogen+Production

This is getting silly now, 15% reduction is costs , making h2, much more competitive

DYOR , This ride is going to be wild,

Centrica taps Norway in £20bn deal

Centrica has struck a £20 billion deal with Norway’s Equinor to bring natural gas to the UK. The owner of British Gas will take delivery of five billion cubic metres of gas per year up to 2035.

Chris O’Shea, Centrica’s chief executive, said the deal will improve Britain’s energy security as about half of all UK gas was imported from Norway last year, after an increase in demand following Russia’s invasion of Ukraine.

The contract will also call for natural gas sales to be replaced with hydrogen in coming years.

O’Shea said: “This landmark agreement underscores the vital role that natural gas plays as a transition fuel as we navigate towards a low carbon energy future. Today’s deal not only ensures the UK’s energy security has improved but also paves the way for a burgeoning hydrogen market.”

7 weeks more of this surge based on history, probably need a FID to drop or Milliband to fully commit to H2 and this will explode because it flips from speculation to validation.

This went from £229, to £723 in 2020 on the 12 week surge.

DYOR

Well that was quicker than I expected ,

These guys aren't silly, I suspect they are already very nicely hedged and the short is just an historical position that made alot of money , but now is just dragging their long profits, this is like a coiled spring, without reason were going to see a 10p rise in a day event, quickly followed by a 25p single day and so on, RSI above 70 first time since these were adding £1/£2 in a week.

Hold on tight

Poised for this to occur now.

DYOR.

Seen these get to 1.20 and fall all the way back previously , just wondering this time if this is actually a £4 share in 3/4 years time , just sit and hold , no sign of a divi so reckon we could be on for further acquisitions

This just has a feeling of , slow and steady debt reduction and profit machine ,

Hoping that this is the first of a stream of contract wins & renewals across the newly formed group , which would bolster a re rating in the stock price.

I have a feeling there are many more deals to come and a share issue to raise cash for further deals.

From 140 - 360 may 2020

from 360 - 720 Dec 2020

So much interest , it cant be held back just on potential.

PLug for me is the US approach to build it big and floods of cash and eventually profit will come....., so they are winning massive deals, but all of them add to their debt pile, GW after GW of wins adds to the problem, I think they need to get to a point where their annuity rev is enough to bring profit, but that's likely TW of generation and years away.

Where as ITM seems to have a similar problem just on a much smaller scale, were into GW required before profit and we have some reserves to try and achieve that , but both models are going to be close 50/50 Id say to success, it would probably be worth Plug buying ITM to bolster their cash reserves (but it wouldn't be material) and to expand their customer base and broaden their product offering, but ultimately the quality of the product will be the key to success, i.e. if these machine run well and are trouble free , then further sales will follow and confidence will rise, otherwise the opposite will occur and this and plug will be doomed.

In the meantime I think ITM will have an interesting 12/18 months trying to squeeze enough sales out into an ever improving machine to get to the next milestone, which for me, is a profitable single machine model with 30% margin, i.e. every sale is margin accreditable as opposed to loss leading.

DYOR

Market has been bumpy and there is now weakness in this share price, to the contrary , its actually holding up nicely and going up, which tells me that word is out that something is about to occur :

1. Revenue Hike

2. New CEO (with links to something else bigger)

3. Takeover or strategic partnership with a monster.

DYOR , I will be buying some more of these today

Buy signal right here.

Must be lumpy eh, nice deductible for the next set of numbers.

£1.15, my break even without dividends for me, think with divi, its something like late 80s

But this is tiny compared to the US and wider eh, they do deals in the GW region, as opposed to MW,

for example:

On 13 October, the US Department of Energy (DOE) announced the recipients of funds from its new Regional Clean Hydrogen Hubs funding programme. Seven hubs will receive part of $8bn set aside in the Infrastructure Investment and Jobs Act (IIJA) for hydrogen development with hopes of drawing an additional $40bn from private investment. The Alliance for Renewable Clean Hydrogen Energy Systems (ARCHES) in California and the HyVelocity Hydrogen Hub in Texas reeled in the largest pots of federal funding at $1.2bn each. The smallest hub, which aims to unlock clean hydrogen production across Pennsylvania, Delaware and New Jersey, was awarded $750m.

Sounds like they had no confidence in him , which tells me that despite their recent good performance this is little todo with the CEO, therefore , potentially with the right leadership this is set to take off., I wonder what direction is going to be followed, maybe divis, is not the right path for a games company perhaps, acquisitions is something they will be going after,