Member Info for MPO818

Https://www.telegraph.co.uk/gift/e9dfd42033af0738

"just moved over to ceres from rolls royce"

Sure you have (member since 25/6/26)

Sounds a bit fishy to me (Tuna) - filtered

"I didn’t trade mate."

Of course you didn't -

Foreign Office!

ED can then upset the rest of the world, and screw the UK a bit more.

Https://www.telegraph.co.uk/gift/367107680468c98a

Geo Pura are a private company - so I asked AI what quoted companies are similar to Geo Pura: read on.

Quoted companies similar to GeoPura (which manufactures, deploys, and operates zero-emission hydrogen power units to replace diesel generators off-grid) primarily include publicly traded fuel cell developers and green hydrogen ecosystem providers.The most comparable quoted companies on the stock exchange include:Ballard Power Systems (NASDAQ/TSX: BLDP): A global leader in hydrogen fuel cell technology. Note: Ballard has agreed to acquire GeoPura in a cash and stock deal, positioning it as an end-to-end provider of stationary power solutions.ITM Power (LSE: ITM): A UK-based manufacturer of polymer electrolyte membrane (PEM) electrolysers, which produce the green hydrogen that powers zero-emission operations.Bloom Energy (NYSE: BE): Produces solid oxide fuel cell (SOFC) platforms designed for on-site power generation, grid resilience, and backup power.Ceres Power (LSE: CWR): An innovator in solid oxide fuel cell and electrolyser technology, focusing on manufacturing clean power cells.Plug Power (NASDAQ: PLUG): Provides end-to-end hydrogen power solutions, including fuel cells and hydrogen generation plants.

Extract from a Telegraph article:

The future of the North Sea could become one of the biggest dividing lines in a Burnham administration.

Miliband has consistently opposed new oil and gas exploration licences, although he has acknowledged that existing production will continue during the energy transition.

His stance has drawn criticism from business leaders and trade union figures alike.

Lord Rose, the former chairman of Asda, has called Miliband a “lunatic” over the proposals.

Sharon Graham, Unite’s general secretary, has also criticised the Energy Secretary for “rushing Britain to net zero with almost no thought for jobs, skills and national security”.

"Stocks seem to love that Starmer resigns."

Let's see how much markets love the following 10-12 weeks of uncertainty.

Snowflake8

My first ITM purchase was before COVID at 591p. Averaged down post COVID to now average 76p (post quite a bit of buying and selling) Hope to never be in that position again, it wasn't nice.

1863

"Berenbergs slight price reduction is because of the extra 100 million plus shares now in circulation."

It is actually 18m shares (value =£103m)

Answer - why would they want to bring it back when gas and oil are both at elevated market values.

With a deal on the horizon between USA, Iran and Israel both commodities have fallen significantly. When (IF) the deal is rubber stamped on Friday (next)

the price of both could be even lower. ANGS may well come out of suspension and remain at this (or lower) price. PI's screwed again.

More important than all this Donald Trump wants it started under his watch.

Over 30k of shares acquired by some directors in the recent issue. What caught my attention was that a non executive director (Karen Bomba) stumped up nigh on £100k that's very encouraging for all LTH's.

A slight ray of light from JIM333 following his AGM comments.

I have not been keeping up to date with the financial impact of "NET ZERO". The reports of how under funded our military has been over the years is quite alarming. Then I read funding for NET ZERO projects is in excess of £60 bn, and Miliband refused Starmers request for a cut to increase the military budget. No wonder our energy costs are so high.

It was reported that the UK Government acquired a 10+% interest in ITM. At the time it was reported the stake was acquired at a price of circa 57p (shares at the time trading in the 60's - so a small discount for the Government). At the same time a government grant (circa £48m) was awarded with payment due (after authorisation) in June 2026. Question: has that grant been received yet?

The total package for the UK Government was reported to have cost approx 125p.

I agree with many comments on this BB that this was not a good deal for ITM, on the basis that this allows any approach (probably from the US) for ITM to be blocked by the Government on security concerns. Then on the basis everything this government touches seems to go down the pan is another issue to deter investors.

Sector currently under pressure, which may be eased once the SPACX IPO is out of the way.

Up over 5% for HPOW and ITM over 12% for CWR, a lot do do with the Iran/US situation, a modest tumble in oil, hopefully it will continue into tomorrow, or will Trump have made his money and do a U turn.

Watching the national news and reading media reports over the weekend the climate in the UK has been in the headlines.

Warnings over record temperatures (so early in the season) and to take care in water etc etc etc.

Suggestions that all new homes in the UK should include "air conditioning" as standard are growing louder.

Personally, I just feel relief in not having to put the central heating on for the last 48 hours.

Trump once again (always seems to be on a Sunday when markets are closed) saying the end of the war in Iran is ending.

So maybe another "crash" in oil prices tomorrow. Booming markets (not in the UK another closed day)

UK open for the Tuesday crash, Trump was spouting rubbish again.

Good to hear from you DU.

I assume this move is primarily to target BP and Shell, is that correct?

As I have previously posted they are brokers to Centrica and the appointment was made after the project with Centrica was announced.

Of this week have been just CRAZY (770p down to 595p and today touching 790p) wonderful opportunity for shorts to leave and now potentially trapped with mounting losses. Many will be suffering (badly) as stop losses exercised, quickly followed by an enormous 2 day rally. LTH well rewarded with a high probability of more to come, much more. We can relax and watch from the sidelines during the bank holiday weekend.