Member Info for NLLeeroy

Indeed ITM are nearly 4% of the Legal and general Hydrogen Fund so as you say there are a lot of institutional investors willing to pump inthe cash. Sales and orders however are where its at the bigger the institutions the greater the return demanded. At some point there will be a reckoning on return for investment if GC is still crooning about how much amazing research and patents they have done the market may well give him and ITM a correctional slap.

In line with form given this very positive news watch her sink like a stone tomorrow :)

and sit on the technology for 20 years like so many other oil companies.

Radcliffe will no doubt be promoting Blue hydrogen and selling it as green. Sadly my gut is that Johnson being a far better orator than Kier will get a polls bounce at the end of this and the disorganised, unstrategic in hock to the fossil lobby Sh**show will roll on.
Wonder which donors will get the new contracts for renewables and blue hydrogen plants etc. etc.

Also All Politicians and decision makers should be made to watch this film. https://www.imdb.com/title/tt7150512/

All my old pensions are now merged and managed by the Path which has been great fro a markets novice lik,e myself. Fairly High total management fees (path, Transact and FM) around 3.2% but when I got a net 12.5% retiurn last year I wasn't that arsed.

Worth a look at some of the funds they are in.

I know its only one line (an im not familiar with full accounts jargon) but circa 7.5m operating cost of administration and expenses??? Its a broad title, so does that include wages etc? Otherwise its alot of paper clips and subsistence otherwise.

General thoughts on the results and how the market will react?

Is this a group of rebranded rampers:)

HS2 could have saved shed loads of Co2 by not being commissioned in the first place and upgrading the rets of the network. He ho here we are though. You would think Balfours would be looking at all the potential infrastructure that will need to be built for the new green tech. but instead seems to be stuck in the slow lane.

Thanks for all the useful and insightful pieces guys especially Task master. In short its the same old SH**housery that the big petrochem corps have been pulling for years by green washing with the aim of keeping on using their reserves. What I always fail to understand (apart from the stranded assets issue) is with all those R&D subsidies and £bns spent surely they would be better long term just top go full green and repurpose some of those stranded assets for a green hydrogen economy.

Saw this videa re humber region which says Blue is cheaper to produce. https://equinor.ft.com/videos/hydrogen-in-the-humber-decarbonising-the-uks-largest-industrial-emitter-of-co2?utm_source=TW&utm_medium=energy&utm_content=paid&twclid=11416733288497090561 Surely once carbon credits of gas extraction, shipping CO2 release etc. its way more expensive. ?

Thoughts

https://www.bbc.co.uk/sport/formula1/57842205

Good noises.

Likewise,
Even topped up a bit expecting a mini bounce. Gues the market or whomever wanted bigger numbers, or we are missing some fundamental investing rule. Still think its a great LTH.

HI All,

I've been tracking these for a while and can only see uupside especially with all their early demonstrator/ retrofit tech going itno boats etc. Big growth market. Not big but just see massive upside potential with this company.

Nuclear isn't viable as none of the other budgets have realistically looked at decommissioning. As part of the process these sites could be repurposed as part of the renewables infrastructure e.g seal off the reactor bit and convert turbines etc. to giant fuel cells. Very simplistic I know but its just not value for money. The hi tech jobs can be created in renewables instead.

Just filled my boots using the free ride I had on VLS to fund.

Only having a mobile number on the just one tree life website is a big red flag for me. Web page looks great but are there any records at C house or charities commission ( I don't know what the rules are for social enterprises). If not already seen everyone should watch 2040 (https://www.imdb.com/title/tt7150512/) by the way, we have the tech just not the political or corporate will.

Those that filled their boots last week must be chuffed. Cursing my lack of liquidity (paid on Friday.)

Top up time Added some at 429 yesterday and may look to spend some of my bonus on some more if still round the low 400s at end of the month.

https://www.bloomberg.com/news/articles/2021-03-07/saudi-arabia-s-plan-to-rule-700-billion-hydrogen-market?utm_campaign=socialflow-organic&utm_content=energy&utm_medium=social&utm_source=twitter&cmpid%3D=socialflow-twitter-energy