Member Info for NLLeeroy

Best panic and sell all my gains then :)

Some of the points raised are valid, e.g. energy intensity and conversion to hydrogen. On the battlefield you could reduce this through mobile wind and solar but why not just convert direct to EV and battery in that case and have less calorie loss.

Other assumptions about being completely energy independent is nonsense. Mobile renewables and water treatment plants means you can make fuel from anywhere with sun wind and water.

HUI assumes there will be massive piles of plastic around every battle field. Having worked on the planning for a plastic to jet fuesl plant (https://velocys.com/projects/altalto/) the size of the kit (I do admit I know nothing of HUI's system) and volumes involved are huge so will likely still have similar infrastructure constraints as raised about ITM.

Suddenly optimistic after not cashing in all those years ago in the heady 700's (got greedy) . Been a LTH on here and Ceres (CWR) both having massive rallies. Which if sustained has underpinned all the other LTH's faith in the tech and the solutions we need.

If any of you have watched the national emergency briefing (https://www.nebriefing.org/the-film) and has skin in the game (Kids, Grandchildren doesn't want to see societal collapse and to spend profit from investments) then we cannot be moving quick enough to tech like this.

Tennents, To go with his FIFA peace prize the man baby is also getting activist of the month awards from Just Stop Oil, Greenpeace and Friends of The Earth.

Accelerated net zero massively and the decline of the USA by about 10-15years IMO.

China is also thinking about offering an honourary role on their executive, as they have quietly gone about developing green tech and the industries to supply the rest of the world.

Absolute gangbusting this morning.

See its going well then. This board used to have useful info and opinion. Maybe 10-2 posts a day and some excitement if significant shift u p or down.. Now just full of social media esque nonsense and point scoring.

Romin,

The worrying fact is that the chinese have likely hacked ITM multiple times and are now replicating lots of the tech to catch up.

And to think all the money spaffed on making East coast mainline and midlands mainline electric ( stopping just outside leicester) when you could just upgrade the rolling stock instead.

Agree Bilbs, Its almost like the fossil fuel industry has its own agenda and is terrified at the amount of potential stranded assets they are all holding. We saw it with the tobacco companies and now its FF turn. The more damaging, corrupt and detrimental to society the more politicians etc are funded (owned) by said interests.

If I was BP I would be looking to buy ITM and others like it at all costs and looking at how to repurpose existign assets for the green transition. As heatwaves, drought natural disasters, food shortages, crop failures, climate migration becomes more acute and frequent then the transition becomes even more inevitable.

That or we will be eating the neighbours pets

Only got to quadruple from here an I'm back in the black :)

@troublesome, think I've been misunderstood. I'm all for stability after the chao of last few years. More disappointed at the areas they have targeted and missteps they keep making. A lot of punching down instead of up. Also Housing targets when currently have circa 1.5million permissions in the system, another 500,000 empty homes across the country, 20% VAT charge on house renewals or conversions but none on on new build or if left empty for 2 years. (exacerbating limited housing supply) still subsidising oil, etc. etc.

Huge opp with renewables.

Just not bold enough.

Be careful Spuders,

Given everything else she goes near involves a u turn and change in policy maybe we don't want her anywhere near it :)

How much embodied carbon will there be in just printing all that money ;) let alone building the damn thing. £14bn would fund retrofit of most homes to old code 6 standards, or kick start Solar on every roof trickling into the grid and no Fukishima style down side.

Huge white elephant that we know will end up at £30bn by the end of it.

Currently sititng on a very negative amount of share, AVg £2.60 but couldn't resist a top up. The bonkers thing is the price when GC was running things and the price now when there is a decent CEO and the company is increasing sales year on year. The old price was H2 band wagon the new pricewill be base don solid sales, cash inthe bank and green H2 demand.

Couldn't resist.

Agree bilbs

any green stock is likely to get hammered IMO. I am probably catastrophising but Ukraine is screwed, any chance of addressing climate change screwed, american economy long term screwed. Vladimir putin laughing his ass off.

Note where the majority of these guys have at least one stake, Mainland Europe. Can't help the rudderless years under GC and Brexit have eroded any early tech design advantages that ITM had. How do you compete with european suppliers and grow with import and export tariffs and no subsidised or strategic home market to underpin your buisness. UK govt needs to sort itself out and stop allowing the oil lobby free reign.

Not sure how relevant below is to ITM. GC was getting very excited so probably a damp squib

https://www.h2-view.com/story/element-2-and-pineapple-power-propose-reverse-takeover-to-accelerate-uk-hydrogen-refuelling/

Don't think the banking problems are over for the world yet. More bailouts to come.

Blue Passports, Blue Passports, Independance, Blue passports ( although they're black). Each daay these shysters remain in govt the uk diminishes a little further.

in for th long haul, got excited when petrol ban was annoucned and bought int he heady 190's currently very happy they have branched into Green Hydrogen as BEV has limited growth. If you can charge from home then less incentive for large charging forecourts. apart from rapid charge but grid can't service that. standby BESS units at servcies could deal with this.

Incumbents also include fossil fuel lobby. Call me cynical but its in their interests to not have a functioning charging network. Suddenly petrol cars ban, extended to 2040 due to limited grid capacity etc etc.