Member Info for myoung

What are you talking about? We’ve just had an incredible month rise of circa 135%! Market doesn’t go up every day.

The RNS said “several hundred”. Which to me, implies somewhere between 300-700 units of 50MW each. The word several is fairly ambiguous. So who knows? Either way, it’s a massive deal.

Also currently it’ll cost Qube circa £10m to close their short position.

They are -120% loss currently. Ouch

Morning all.

I’m not very active on here, but enjoy reading when finding the time.

Helikon are now under the 2% psychological barrier, they are raising the white flag.

Their average breakeven short price is about 167p with circa 13694384 shares left!

They must be sweating bullets.

Voleon have a breakeven price of 230p with circa 4679488 shares left shorted.

Qube are drowning with a breakeven price of 71p and a lot of shares left! Circa 6468703

What a lovely month. 😎

The notable resistant level is 520p. I’m not joking btw

Tradegate is up 8% already

Anyone seen or heard from Michele Della Vigna AKA GOLDMAN SACHS?!

I’m looking forward to their new forecast!

Great confirmation that MorGen took FID a couple of weeks back.

Trafigura are the parent company to MorGen. They are massive.

Press release below

https://www.trafigura.com/news-and-insights/press-releases/2026/trafigura-s-morgen-energy-reaches-final-investment-decision-for-20mw-green-hydrogen-project-in-wales/

https://www.trafigura.com/what-we-do/renewables-and-hydrogen/

Suck on that Goldman Sachs!

Ich habe vergessen, heute MorGen zu posten.

https://youtu.be/Vshg-hNUEjo?si=eVugUrsCf3Xntyh1

Btw, I genuinely don’t know if it is MorGen.

Excellent results.

The autostacker for me is a game changer. 2GW capability.

“Process and capabilities:

We continue to focus on manufacturing quality and process control. In parallel, we have halved electrolysis time during Factory Acceptance Testing (FAT), increasing throughput and reducing energy costs. We have received and installed our new autostacker manufacturing line, a key next step in automation that substantially reduces manual work in stack assembly.

The new autostacker has a stack assembly capability of over 2 GW.”

Sounding like a broken record Garonne.

Yes, and the earth is flat buddy. 😉

BTW, the factory tour did happen. I’m in the photo with my friend Eastwood. But carry on the agenda. 👍

Are you Spicy in disguise?

“We are optimistic a new cycle has begun,” HSBC said.

https://www.investing.com/news/stock-market-news/hsbc-downgrades-bloom-energy-after-significant-rally-4279359

To quote Warren Buffett “ If You Have a Harem of Forty Women, You Never Get to Know Any of Them Very Well.”

Personally I don’t see the point in diversification and spread an assumed risk to other companies. I’d rather be invested in a company I fully understand.

Simple answer yes, as I’m not anywhere near my target holding yet.

Had an absolutely brilliant day with the ITM team, nothing short of awe-inspiring to seeing all the processes for making PEMs . Excellent presentation + Q&A.

Thank you to Dennis, Justin et al. I am truly excited to see what comes next. Keep up the great work. 👏👏

Looks like we all no played our part in getting rid of this stain. Looking forward to Tuesday. The future is green.

We did it guys! 🥳🥳 I’m sure another tuna melt will turn up at some stage but we will be aware of their negative posts.

They didn’t receive the email. They are just trying to disrupt the board with their negative agenda. Would love to know why apart from shorting. One day they will get bored and move on… until that time. Simply filter the tuna melt.